Abacus Planning Group, Inc. 13F 持仓 · 2026年Q2
Abacus Planning Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 258 只证券，申报市值合计 8.09 亿美元。前几大持仓：DSTL（10.53%）、VTI（10.22%）、STIP（8.91%）。本季前 25 大持仓中：增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DSTL | ETF SER SOLUTIONS | $85.2M | 10.53% | 1.4M | 减持 |
| 2 | VTI | VANGUARD INDEX FDS | $82.7M | 10.22% | 223,439 | 增持 |
| 3 | STIP | ISHARES TR | $72.1M | 8.91% | 705,445 | 增持 |
| 4 | VBR | VANGUARD INDEX FDS | $53.8M | 6.65% | 221,445 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $39.0M | 4.83% | 547,917 | 增持 |
| 6 | VXUS | VANGUARD STAR FDS | $37.9M | 4.69% | 443,771 | 减持 |
| 7 | AMZN | AMAZON COM INC | $22.2M | 2.75% | 93,240 | 减持 |
| 8 | UNP | UNION PAC CORP | $22.3M | 2.75% | 81,881 | 减持 |
| 9 | VOO | VANGUARD INDEX FDS | $20.2M | 2.50% | 29,477 | 减持 |
| 10 | JMTG | J P MORGAN EXCHANGE TRADED F | $19.4M | 2.40% | 383,519 | 减持 |
| 11 | DFAW | DIMENSIONAL ETF TRUST | $17.6M | 2.17% | 212,101 | 增持 |
| 12 | AAPL | APPLE INC | $14.9M | 1.84% | 51,499 | 减持 |
| 13 | DFIS | DIMENSIONAL ETF TRUST | $13.6M | 1.69% | 389,220 | 增持 |
| 14 | IVV | ISHARES TR | $11.0M | 1.37% | 14,754 | 增持 |
| 15 | PSLV | SPROTT ASSET MANAGEMENT LP | $10.7M | 1.32% | 565,265 | 持平 |
| 16 | VTV | VANGUARD INDEX FDS | $10.2M | 1.26% | 46,662 | 增持 |
| 17 | GOOG | ALPHABET INC | $9.6M | 1.19% | 27,174 | 减持 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $9.5M | 1.18% | 159,639 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $7.7M | 0.95% | 20,707 | 减持 |
| 20 | SCHO | SCHWAB STRATEGIC TR | $7.2M | 0.90% | 300,035 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $7.1M | 0.88% | 21,700 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $6.9M | 0.85% | 34,558 | 减持 |
| 23 | VB | VANGUARD INDEX FDS | $6.5M | 0.80% | 21,347 | 减持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $5.3M | 0.65% | 7,073 | 减持 |
| 25 | PHYS | SPROTT ASSET MANAGEMENT LP | $5.2M | 0.64% | 170,885 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR