AW

Abundance Wealth Counselors

分散型投资策略趋势追踪型行业集中型

申报总市值

US$7.0亿

申报季度: 2026-03-31 · 持股只数: 246

Abundance Wealth Counselors在最新一期 13F 报告中披露了 246 项持股，申报期为 2026-03-31，总持股市值约为 US$7.0亿，季度换手率为 21.0%。

机构性格雪花图

集中度
24.19
持仓稳定性
20.95
动能／逆势
100
行业集中度
65
多样化
100
仓位均衡度
62.92

近期动向

  • 加仓 PCT

    +370.7%　US$2872.5万

  • 减仓 IVV

    +13.4%　US$1060.5万

  • 加仓 BCI

    +6.5%　US$946.4万

  • 减仓 MSFT

    +16.4%　-US$114.1万

  • 减仓 IEFA

    +3.7%　US$110.6万

  • 减仓 BEPC

    -87.8%　-US$193.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 243 大持股（共 246 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IVVIshares Core S&p 500 ETFETF-大型股与成长20.30%-1.80%+13.35%
2PCTPurecycle Technologies INC股票-其他6.35%+3.72%+370.67%
3BCIAbrdn Bloomberg All CommoditETF-其他5.54%+0.61%+6.47%
4BAIIshrs Ai In And Tech Act ETFETF-科技型5.27%—+1.23%
5ACWXIshares Msci Acwi Ex US ETFETF-其他5.03%—-0.83%
6TBGTbg Dividend Focus ETFETF-其他4.60%-0.04%+11.89%
7IEFAIshares Core Msci Eafe ETFETF-其他3.37%-0.40%+3.70%
8AAPLApple INC股票-科技2.25%-0.16%+17.61%
9NVDANvidia CORP股票-科技2.20%—+9.54%
10SUBIshares Short-term NationalETF-其他1.89%-0.23%+5.44%
11ISTBIshares Core 1-5 Year Usd BoETF-其他1.71%—+4.66%
12IQLTIshares Msci International QETF-其他1.45%—+2.97%
13GOOGLAlphabet Inc-cl A股票-通信服务1.37%—+10.83%
14MSFTMicrosoft CORP股票-科技1.33%-0.43%+16.37%
15METAMeta Platforms Inc-class A股票-通信服务1.22%—+9.75%
16VTIVanguard Total Stock Mkt ETFETF-其他1.05%+0.07%+32.37%
17RSPInvesco S&p 500 Equal WeightETF-大型股与成长0.89%—+4.34%
18AMZNAmazon.com INC股票-周期性消费0.89%—+17.87%
19IJHIshares Core S&p Midcap ETFETF-其他0.87%+0.02%+17.84%
20AVGOBroadcom INC股票-科技0.75%—+20.79%
21IWMIshares Russell 2000 ETFETF-中小型股0.63%-0.01%+16.36%
22JPMJpmorgan Chase & Co股票-金融0.60%—+8.09%
23FDLOFidelity Low Volat Fact ETFETF-其他0.58%—-1.35%
24IJRIshares Core S&p Small-cap EETF-中小型股0.58%+0.03%+18.47%
25MCKMckesson CORP股票-医疗保健0.50%—+7.38%
26VZVerizon Communications INC股票-通信服务0.49%+0.01%-2.18%
27IXUSIshares Core Intl Stock ETFETF-其他0.49%—-1.22%
28ABBVAbbvie INC股票-医疗保健0.48%—-1.71%
29CVXChevron CORP股票-能源0.48%+0.07%+1.73%
30JNJJohnson & Johnson股票-医疗保健0.45%-0.25%-36.14%
31BMYBristol-myers Squibb Co股票-医疗保健0.45%+0.10%+33.34%
32INVInnventure INC股票-其他0.44%—+0.09%
33EXCExelon CORP股票-公用事业0.43%—-0.36%
34NFLXNetflix INC股票-通信服务0.42%—+3.48%
35LRCXLam Research CORP股票-科技0.41%+0.06%+9.95%
36VVisa Inc-class A Shares股票-金融0.40%—+9.19%
37VRTVertiv Holdings Co-a股票-工业0.39%+0.12%+9.35%
38AMGNAmgen INC股票-医疗保健0.39%—+2.77%
39HSTHost Hotels & Resorts INC股票-房地产0.38%—+3.33%
40NVSNovartis Ag-sponsored Adr股票-医疗保健0.37%—-0.77%
41TSLATesla INC股票-周期性消费0.36%—+28.63%
42✓ Totalenergies Se股票-其他0.35%+0.04%-4.38%
43CSCOCisco Systems INC股票-科技0.35%—+3.90%
44SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.33%+0.02%+35.31%
45MARMarriott International -cl A股票-周期性消费0.32%—-0.10%
46COSTCostco Wholesale CORP股票-非周期性消费0.31%+0.06%+22.88%
47IBMIntl Business Machines CORP股票-科技0.30%—+3.51%
48DEDeere & Co股票-工业0.30%—-0.51%
49MAMastercard INC - A股票-金融0.30%+0.15%+134.09%
50LLYEli Lilly & Co股票-医疗保健0.29%—+20.55%
1–50 of 243

本季持股变动

Abundance Wealth Counselors 在 2026-03-31 最显著的持仓异动： 新建仓: Rayonier INC (RYN); 新建仓: Americold Realty Trust INC (COLD); 新建仓: Mid-america Apartment Comm (MAA); 清仓: Hologic INC (HO1); 新建仓: Walmart INC (WMT).

Abundance Wealth Counselors 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1PCTPurecycle Technologies INC+3.7%+370.67%加仓
2BCIAbrdn Bloomberg All Commodit+0.6%+6.47%加仓
3MAMastercard INC - A+0.2%+134.09%加仓
4LYBLyondellBasell Industries N.V.+0.1%+32.96%加仓
5VRTVertiv Holdings Co-a+0.1%+9.35%加仓
6MRKMerck & Co. INC.+0.1%+293.23%加仓
7BMYBristol-myers Squibb Co+0.1%+33.34%加仓
8PSXPhillips 66+0.1%+37.24%加仓
9IWBIshares Russell 1000 ETF+0.1%+162.86%加仓
10VTIVanguard Total Stock Mkt ETF+0.1%+32.37%加仓
11CVXChevron CORP+0.1%+1.73%加仓
12INTCIntel CORP+0.1%+123.82%加仓
13LRCXLam Research CORP+0.1%+9.95%加仓
14COSTCostco Wholesale CORP+0.1%+22.88%加仓
15LKQLkq CORP+0.1%+77.08%加仓
16AREAlexandria Real Estate Equit+0.1%+64.60%加仓
17✓ Totalenergies Se0%-4.38%减仓
18IJRIshares Core S&p Small-cap E0%+18.47%加仓
19IJHIshares Core S&p Midcap ETF0%+17.84%加仓
20SPYSs Spdr S&p 500 ETF Trust-us0%+35.31%加仓
21VZVerizon Communications INC0%-2.18%减仓
22IWMIshares Russell 2000 ETF0%+16.36%加仓
23TBGTbg Dividend Focus ETF0%+11.89%加仓
24FETHFidelity Ethereum Fund-0.1%-5.78%减仓
25FBTCFidelity Wise Origin Bitcoin-0.2%-10.02%减仓
26AAPLApple INC-0.2%+17.61%加仓
27SUBIshares Short-term National-0.2%+5.44%加仓
28JNJJohnson & Johnson-0.3%-36.14%减仓
29GILDGilead Sciences INC-0.3%-54.97%减仓
30BEPCBrookfield Renewable CORP-0.3%-87.77%减仓
31IEFAIshares Core Msci Eafe ETF-0.4%+3.70%加仓
32MSFTMicrosoft CORP-0.4%+16.37%加仓
33IVVIshares Core S&p 500 ETF-1.8%+13.35%加仓
34RYNRayonier INC—NEW新建仓
35COLDAmericold Realty Trust INC—NEW新建仓
36MAAMid-america Apartment Comm—NEW新建仓
37HO1Hologic INC—EXIT清仓
38WMTWalmart INC—NEW新建仓
39FIXComfort Systems USA INC—NEW新建仓
40PCGP G & E CORP—NEW新建仓
41CBChubb Limited—NEW新建仓
42EIXEdison International—NEW新建仓
43GEGeneral Electric—NEW新建仓
44FDXFedex CORP—NEW新建仓
45FTITechnipFMC plc—NEW新建仓
46DFACDimensional US Core Equity 2—NEW新建仓
47ABNBAirbnb Inc-class A—NEW新建仓
48GEVGE Vernova INC—NEW新建仓
49GMGeneral Motors Co—NEW新建仓
50REGNRegeneron Pharmaceuticals—NEW新建仓

FAQ

Abundance Wealth Counselors 是什么机构？属于哪种投资人类型？
Abundance Wealth Counselors 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$7.0亿，分布在 246 个已申报仓位之中。
Abundance Wealth Counselors 目前前几大持股有哪些？
根据最新 13F 申报，Abundance Wealth Counselors 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$1.4亿 (20.3%) 2. Purecycle Technologies INC (PCT) — US$4430.5万 (6.3%) 3. Abrdn Bloomberg All Commodit (BCI) — US$3866.1万 (5.5%) 4. Ishrs Ai In And Tech Act ETF (BAI) — US$3671.3万 (5.3%) 5. Ishares Msci Acwi Ex US ETF (ACWX) — US$3508.1万 (5.0%)
Abundance Wealth Counselors 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Abundance Wealth Counselors 共进行了 50 项显著调整：新建仓 16 个仓位、加仓 26 个既有持股、减仓 7 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Rayonier INC (RYN); 新建仓: Americold Realty Trust INC (COLD); 新建仓: Mid-america Apartment Comm (MAA); 清仓: Hologic INC (HO1); 新建仓: Walmart INC (WMT)
Abundance Wealth Counselors 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Abundance Wealth Counselors 的主要板块分布如下： • Information Technology: 38.6% • Communication Services: 15.9% • Health Care: 14.5% • Financials: 9.5% • Consumer Discretionary: 7.6% • Industrials: 5.8%