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 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $273.0M | 17.72% | 364,474 | 增持 |
| 2 | PCT | PURECYCLE TECHNOLOGIES INC | $205.3M | 13.33% | 25.3M | 增持 |
| 3 | BAI | BLACKROCK ETF TRUST | $102.2M | 6.64% | 1.9M | 增持 |
| 4 | ACWX | ISHARES TR | $78.7M | 5.11% | 1.0M | 增持 |
| 5 | BCI | ABRDN ETFS | $68.5M | 4.45% | 3.1M | 增持 |
| 6 | TBG | EA SERIES TRUST | $57.2M | 3.71% | 1.6M | 增持 |
| 7 | IEFA | ISHARES TR | $46.5M | 3.02% | 481,054 | 增持 |
| 8 | AAPL | APPLE INC | $32.4M | 2.10% | 111,893 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $31.4M | 2.04% | 159,044 | 增持 |
| 10 | SUB | ISHARES TR | $28.0M | 1.82% | 263,074 | 增持 |
| 11 | ISTB | ISHARES TR | $24.4M | 1.59% | 506,326 | 增持 |
| 12 | GOOGL | ALPHABET INC | $21.4M | 1.39% | 59,974 | 增持 |
| 13 | IQLT | ISHARES TR | $19.5M | 1.27% | 394,440 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $16.4M | 1.07% | 44,048 | 增持 |
| 15 | META | META PLATFORMS INC | $14.8M | 0.96% | 33,067 | 增持 |
| 16 | VTI | VANGUARD INDEX FDS | $14.6M | 0.95% | 39,561 | 增持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $14.4M | 0.93% | 67,669 | 增持 |
| 18 | AMZN | AMAZON COM INC | $12.9M | 0.83% | 53,942 | 增持 |
| 19 | IJH | ISHARES TR | $11.5M | 0.75% | 149,042 | 增持 |
| 20 | AVGO | BROADCOM INC | $11.0M | 0.71% | 29,128 | 增持 |
| 21 | LRCX | LAM RESEARCH CORP | $9.9M | 0.64% | 22,871 | 增持 |
| 22 | IWM | ISHARES TR | $8.7M | 0.57% | 29,094 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $8.3M | 0.54% | 25,347 | 增持 |
| 24 | INV | INNVENTURE INC | $7.9M | 0.52% | 1.6M | 增持 |
| 25 | ABBV | ABBVIE INC | $7.6M | 0.50% | 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