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Abundance Wealth Counselors 13F 持仓 · 2026年Q2

Abundance Wealth Counselors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 314 只证券,申报市值合计 15.40 亿美元。前几大持仓:IVV(17.72%)、PCT(13.33%)、BAI(6.64%)。本季前 25 大持仓中:增持 25 只。

排名代码公司市值占组合股数变动
1IVVISHARES TR$273.0M17.72%364,474增持
2PCTPURECYCLE TECHNOLOGIES INC$205.3M13.33%25.3M增持
3BAIBLACKROCK ETF TRUST$102.2M6.64%1.9M增持
4ACWXISHARES TR$78.7M5.11%1.0M增持
5BCIABRDN ETFS$68.5M4.45%3.1M增持
6TBGEA SERIES TRUST$57.2M3.71%1.6M增持
7IEFAISHARES TR$46.5M3.02%481,054增持
8AAPLAPPLE INC$32.4M2.10%111,893增持
9NVDANVIDIA CORPORATION$31.4M2.04%159,044增持
10SUBISHARES TR$28.0M1.82%263,074增持
11ISTBISHARES TR$24.4M1.59%506,326增持
12GOOGLALPHABET INC$21.4M1.39%59,974增持
13IQLTISHARES TR$19.5M1.27%394,440增持
14MSFTMICROSOFT CORP$16.4M1.07%44,048增持
15METAMETA PLATFORMS INC$14.8M0.96%33,067增持
16VTIVANGUARD INDEX FDS$14.6M0.95%39,561增持
17RSPINVESCO EXCHANGE TRADED FD T$14.4M0.93%67,669增持
18AMZNAMAZON COM INC$12.9M0.83%53,942增持
19IJHISHARES TR$11.5M0.75%149,042增持
20AVGOBROADCOM INC$11.0M0.71%29,128增持
21LRCXLAM RESEARCH CORP$9.9M0.64%22,871增持
22IWMISHARES TR$8.7M0.57%29,094增持
23JPMJPMORGAN CHASE & CO$8.3M0.54%25,347增持
24INVINNVENTURE INC$7.9M0.52%1.6M增持
25ABBVABBVIE INC$7.6M0.50%30,368增持

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