Abacus Wealth Partners, LLC 13F 持仓 · 2026年Q2

Abacus Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 321 只证券，申报市值合计 9.52 亿美元。前几大持仓：DFSB（15.79%）、VGSR（13.24%）、NUSC（8.47%）。本季前 25 大持仓中：增持 7 只、减持 17 只。

排名	代码	公司	市值	占组合	股数	变动
1	DFSB	DFA Dimensional Glbl Sustainability Fx Inc ETF	$150.2M	15.79%	2.9M	增持
2	VGSR	Vert Global Sustainable Real Estate ETF	$126.0M	13.24%	11.1M	减持
3	NUSC	Nuveen ESG Small-Cap ETF	$80.6M	8.47%	1.5M	增持
4	DFAT	Dimensional U S Targeted Value ETF	$71.6M	7.52%	1.0M	减持
5	JSTC	Adasina Social Justice All Cap Global ETF	$67.4M	7.08%	2.9M	增持
6	DFSU	Dimensional US Sustainability Core 1 ETF	$60.6M	6.37%	1.3M	增持
7	NUMV	Nuveen ESG Mid-Cap Value ETF	$47.3M	4.97%	1.1M	增持
8	DFSI	Dimensional Intl Sustainability Core 1 ETF	$27.3M	2.87%	605,285	增持
9	NUEM	Nuveen ESG Emerging Markets Equity ETF	$26.5M	2.78%	624,064	增持
10	AAPL	Apple Inc	$17.6M	1.85%	60,763	减持
11	DFSE	Dimensional Emg Mkts Sustainability Core 1 ETF	$15.5M	1.63%	317,897	减持
12	NVDA	Nvidia Corp	$15.4M	1.62%	77,166	减持
13	DFUV	DFA Dimensional US Marketwide Value ETF	$7.4M	0.78%	134,402	减持
14	MSFT	Microsoft Corp	$7.4M	0.77%	19,735	减持
15	SPY	SPDR S&P 500 ETF IV	$6.8M	0.72%	9,122	减持
16	DFAC	Dimensional U S Core Equity 2 ETF	$6.6M	0.69%	148,441	减持
17	DISV	Dimensional Intern Small Cap VL ETF	$6.5M	0.69%	162,777	减持
18	AMD	Advanced Micro Device In	$5.6M	0.59%	9,627	减持
19	TSM	Taiwan Semiconductor M F Sponsored ADR	$4.7M	0.50%	9,928	减持
20	JNJ	Johnson & Johnson	$4.5M	0.48%	17,810	减持
21	GOOGL	Alphabet Inc Class A	$4.1M	0.43%	11,458	减持
22	DFUS	DFA Dimensional US Equity Market ETF	$3.5M	0.37%	42,600	减持
23	SPUS	Tidal ETF TR SP FDS (S&P 500)	$3.3M	0.35%	57,313	持平
24	ORCL	Oracle Corp	$3.0M	0.32%	20,613	减持
25	AMAT	Applied Matls Inc	$2.9M	0.30%	3,998	减持

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