Adams Wealth Management
LOGAN UT · SEC CIK 0001803084
$5.22亿2026Q2 申报市值
147持仓数
40.6%前十大占比 · 第一大 12.4%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PROSHARES TR II 新建仓+$834.10万
VBIL 加仓+$294.03万
SCHX 加仓+$286.73万
ISRG 新建仓+$276.98万
SNDK 新建仓+$275.58万
2026Q2 卖出最多 按季末市值估算
KRANESHARES TRUS 减仓-$743.84万
EWY 减仓-$698.67万
VGIT 减仓-$417.87万
XSD 减仓-$365.54万
DVN 清仓-$328.92万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $6,491.76万 | 12.43% | 2,205,832 | 97,428 | 4.6% | $286.73万 | 加仓 |
| IVV | ISHARES TR | $3,074.56万 | 5.89% | 41,055 | -661 | -1.6% | -$49.50万 | 减仓 |
| EWY | ISHARES INC | $2,213.01万 | 4.24% | 109,609 | -34,605 | -24.0% | -$698.67万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,670.81万 | 3.20% | 87,135 | -5,501 | -5.9% | -$105.48万 | 减仓 |
| VNM | VANECK ETF TRUST | $1,494.62万 | 2.86% | 809,217 | 25,341 | 3.2% | $46.80万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $1,490.13万 | 2.85% | 353,280 | 18,441 | 5.5% | $77.78万 | 加仓 |
| ICVT | ISHARES TR | $1,484.82万 | 2.84% | 121,966 | -10,603 | -8.0% | -$129.08万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,177.07万 | 2.25% | 17,138 | 1,243 | 7.8% | $85.37万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,080.81万 | 2.07% | 208,208 | 12,811 | 6.6% | $66.50万 | 加仓 |
| XSD | SPDR SERIES TRUST | $1,049.17万 | 2.01% | 16,822 | -5,861 | -25.8% | -$365.54万 | 减仓 |
| SMBS | SCHWAB STRATEGIC TR | $977.18万 | 1.87% | 384,412 | 34,724 | 9.9% | $88.27万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $958.43万 | 1.84% | 50,306 | -9,596 | -16.0% | -$182.82万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $928.11万 | 1.78% | 105,611 | 1,139 | 1.1% | $10.01万 | 加仓 |
| EWP | ISHARES INC | $868.59万 | 1.66% | 146,251 | -481 | -0.3% | -$2.86万 | 减仓 |
| SOXX | ISHARES TR | $862.89万 | 1.65% | 13,467 | -4,814 | -26.3% | -$308.45万 | 减仓 |
| EWI | ISHARES INC | $859.97万 | 1.65% | 145,167 | -3,589 | -2.4% | -$21.26万 | 减仓 |
| — | PROSHARES TR II | $834.10万 | 1.60% | 145,669 | 145,669 | — | $834.10万 | 新建仓 |
| XCCC | BONDBLOXX ETF TRUST | $832.84万 | 1.59% | 227,771 | 11,265 | 5.2% | $41.19万 | 加仓 |
| VV | VANGUARD INDEX FDS | $832.56万 | 1.59% | 24,209 | -218 | -0.9% | -$7.50万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $799.97万 | 1.53% | 28,012 | -1,895 | -6.3% | -$54.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $784.21万 | 1.50% | 39,193 | 282 | 0.7% | $5.64万 | 加仓 |
| MSFT | MICROSOFT CORP | $723.22万 | 1.38% | 19,388 | 1,740 | 9.9% | $64.91万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $704.54万 | 1.35% | 157,438 | 16,125 | 11.4% | $72.16万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $697.35万 | 1.34% | 83,265 | -1,731 | -2.0% | -$14.50万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $654.37万 | 1.25% | 138,199 | -6,218 | -4.3% | -$29.44万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $619.16万 | 1.19% | 10,658 | -4,834 | -31.2% | -$280.83万 | 减仓 |
| ACWX | ISHARES TR | $614.17万 | 1.18% | 80,695 | -13,091 | -14.0% | -$99.64万 | 减仓 |
| PHYL | PGIM ETF TR | $541.08万 | 1.04% | 155,126 | 6,033 | 4.0% | $21.04万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $540.75万 | 1.04% | 15,251 | -8,631 | -36.1% | -$306.03万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $503.71万 | 0.96% | 95,871 | 2,043 | 2.2% | $10.73万 | 加仓 |
| DDOG | DATADOG INC | $494.32万 | 0.95% | 18,986 | -6,116 | -24.4% | -$159.24万 | 减仓 |
| TSLA | TESLA INC | $493.07万 | 0.94% | 11,723 | 1,770 | 17.8% | $74.45万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $490.30万 | 0.94% | 111,357 | -2,804 | -2.5% | -$12.35万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $429.76万 | 0.82% | 8,999 | -540 | -5.7% | -$25.79万 | 减仓 |
| RWR | SPDR SERIES TRUST | $428.72万 | 0.82% | 37,950 | 460 | 1.2% | $5.20万 | 加仓 |
| GOOGL | ALPHABET INC | $425.79万 | 0.82% | 11,914 | -285 | -2.3% | -$10.19万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $418.17万 | 0.80% | 26,357 | 655 | 2.5% | $10.39万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $415.21万 | 0.79% | 70,398 | -70,849 | -50.2% | -$417.87万 | 减仓 |
| IYW | ISHARES TR | $386.49万 | 0.74% | 15,323 | -289 | -1.9% | -$7.29万 | 减仓 |
| AMZN | AMAZON COM INC | $371.49万 | 0.71% | 15,586 | -506 | -3.1% | -$12.06万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $367.28万 | 0.70% | 3,806 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $342.96万 | 0.66% | 248,524 | 4,061 | 1.7% | $5.60万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $328.01万 | 0.63% | 72,343 | 1,870 | 2.7% | $8.48万 | 加仓 |
| SYY | SYSCO CORP | $320.33万 | 0.61% | 38,326 | 4,291 | 12.6% | $35.86万 | 加仓 |
| FSLR | FIRST SOLAR INC | $319.07万 | 0.61% | 13,522 | -485 | -3.5% | -$11.44万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $318.56万 | 0.61% | 13,860 | 3,580 | 34.8% | $82.28万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $315.05万 | 0.60% | 41,629 | 38,852 | 1,399.1% | $294.03万 | 加仓 |
| GM | GENERAL MTRS CO | $314.45万 | 0.60% | 40,795 | 2,420 | 6.3% | $18.65万 | 加仓 |
| PGR | PROGRESSIVE CORP | $310.89万 | 0.60% | 14,232 | 1,183 | 9.1% | $25.84万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $301.74万 | 0.58% | 36,323 | 2,539 | 7.5% | $21.09万 | 加仓 |
| COP | CONOCOPHILLIPS | $299.18万 | 0.57% | 28,778 | 2,847 | 11.0% | $29.60万 | 加仓 |
| AAPL | APPLE INC | $278.12万 | 0.53% | 9,612 | 259 | 2.8% | $7.49万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $276.98万 | 0.53% | 6,965 | 6,965 | — | $276.98万 | 新建仓 |
| SNDK | SANDISK CORP | $275.58万 | 0.53% | 1,212 | 1,212 | — | $275.58万 | 新建仓 |
| MINT | PIMCO ETF TR | $261.16万 | 0.50% | 25,906 | -8,596 | -24.9% | -$86.66万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $260.75万 | 0.50% | 2,259 | 2,259 | — | $260.75万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $259.96万 | 0.50% | 5,104 | 1,191 | 30.4% | $60.66万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $235.03万 | 0.45% | 8,248 | -2,450 | -22.9% | -$69.81万 | 减仓 |
| VPU | VANGUARD WORLD FD | $230.94万 | 0.44% | 11,799 | -2,506 | -17.5% | -$49.05万 | 减仓 |
| CLOI | VANECK ETF TRUST | $227.25万 | 0.44% | 42,918 | -7,240 | -14.4% | -$38.34万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $215.32万 | 0.41% | 74,350 | -8,302 | -10.0% | -$24.04万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $187.23万 | 0.36% | 39,998 | -3,983 | -9.1% | -$18.64万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $174.39万 | 0.33% | 78,165 | -17,896 | -18.6% | -$39.93万 | 减仓 |
| VHT | VANGUARD WORLD FD | $172.11万 | 0.33% | 5,756 | -2,665 | -31.6% | -$79.69万 | 减仓 |
| BIL | SPDR SERIES TRUST | $170.08万 | 0.33% | 18,560 | -6,029 | -24.5% | -$55.25万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $150.93万 | 0.29% | 1,759 | 1,759 | — | $150.93万 | 新建仓 |
| COHR | COHERENT CORP | $150.37万 | 0.29% | 3,812 | 3,812 | — | $150.37万 | 新建仓 |
| IYH | ISHARES TR | $132.88万 | 0.25% | 19,830 | -323 | -1.6% | -$2.16万 | 减仓 |
| VDC | VANGUARD WORLD FD | $125.10万 | 0.24% | 5,548 | 289 | 5.5% | $6.52万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $124.84万 | 0.24% | 50,623 | -60,627 | -54.5% | -$149.51万 | 减仓 |
| FLOT | ISHARES TR | $109.11万 | 0.21% | 21,374 | -6,438 | -23.1% | -$32.87万 | 减仓 |
| BE | BLOOM ENERGY CORP | $105.94万 | 0.20% | 3,500 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $100.83万 | 0.19% | 1,790 | 257 | 16.8% | $14.48万 | 加仓 |
| HYG | ISHARES TR | $94.07万 | 0.18% | 11,763 | 1,901 | 19.3% | $15.20万 | 加仓 |
| IXUS | ISHARES TR | $90.91万 | 0.17% | 9,525 | -86 | -0.9% | -$8,208 | 减仓 |
| CAT | CATERPILLAR INC | $89.56万 | 0.17% | 841 | -25 | -2.9% | -$2.66万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $87.10万 | 0.17% | 17,340 | 3,350 | 23.9% | $16.83万 | 加仓 |
| FTNT | FORTINET INC | $85.78万 | 0.16% | 5,584 | -962 | -14.7% | -$14.78万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $85.48万 | 0.16% | 6,766 | 1,479 | 28.0% | $18.69万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $85.23万 | 0.16% | 3,811 | 440 | 13.1% | $9.84万 | 加仓 |
| IJR | ISHARES TR | $84.70万 | 0.16% | 5,711 | -1 | -0.0% | -$148 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $81.04万 | 0.16% | 14,065 | 2,998 | 27.1% | $17.27万 | 加仓 |
| TFC | TRUIST FINL CORP | $80.88万 | 0.15% | 16,235 | 2,950 | 22.2% | $14.70万 | 加仓 |
| GOOG | ALPHABET INC | $80.34万 | 0.15% | 2,274 | 130 | 6.1% | $4.59万 | 加仓 |
| ABBV | ABBVIE INC | $79.95万 | 0.15% | 3,177 | 212 | 7.2% | $5.33万 | 加仓 |
| ITOT | ISHARES TR | $78.19万 | 0.15% | 4,760 | -488 | -9.3% | -$8.02万 | 减仓 |
| CSCO | CISCO SYS INC | $78.09万 | 0.15% | 6,648 | -367 | -5.2% | -$4.31万 | 减仓 |
| MBB | ISHARES TR | $78.06万 | 0.15% | 8,259 | 4,787 | 137.9% | $45.25万 | 加仓 |
| HYLB | DBX ETF TR | $77.74万 | 0.15% | 21,288 | -1,187 | -5.3% | -$4.33万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $76.21万 | 0.15% | 50,911 | -13,109 | -20.5% | -$19.62万 | 减仓 |
| D | DOMINION ENERGY INC | $75.74万 | 0.15% | 11,091 | 1,198 | 12.1% | $8.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $75.62万 | 0.14% | 2,689 | 387 | 16.8% | $10.88万 | 加仓 |
| EMR | EMERSON ELEC CO | $71.37万 | 0.14% | 4,986 | 364 | 7.9% | $5.21万 | 加仓 |
| IYK | ISHARES TR | $70.91万 | 0.14% | 9,759 | -4,036 | -29.3% | -$29.33万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $67.41万 | 0.13% | 3,726 | 313 | 9.2% | $5.66万 | 加仓 |
| CME | CME GROUP INC | $66.47万 | 0.13% | 3,010 | 848 | 39.2% | $18.73万 | 加仓 |
| KO | COCA COLA CO | $60.52万 | 0.12% | 7,447 | 765 | 11.4% | $6.22万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $59.46万 | 0.11% | 14,758 | 5,919 | 67.0% | $23.85万 | 加仓 |
| ALL | ALLSTATE CORP | $57.13万 | 0.11% | 2,401 | 320 | 15.4% | $7.61万 | 加仓 |
| ENB | ENBRIDGE INC | $55.03万 | 0.11% | 10,151 | 911 | 9.9% | $4.94万 | 加仓 |