13F 机构持仓

Adams Wealth Management

LOGAN UT · SEC CIK 0001803084

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.22亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHX 12.4%
IVV 5.9%
EWY 4.2%
GRID 3.2%
VNM 2.9%
EUAD 2.9%
ICVT 2.8%
VOO 2.3%
CLOA 2.1%
XSD 2.0%

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
ISRG INTUITIVE SURGICAL INC $276.98万0.53%6,965 6,965— $276.98万 新建仓
AAPL APPLE INC $278.12万0.53%9,612 2592.8% $7.49万 加仓
COP CONOCOPHILLIPS $299.18万0.57%28,778 2,84711.0% $29.60万 加仓
XLP SELECT SECTOR SPDR TR $301.74万0.58%36,323 2,5397.5% $21.09万 加仓
PGR PROGRESSIVE CORP $310.89万0.60%14,232 1,1839.1% $25.84万 加仓
GM GENERAL MTRS CO $314.45万0.60%40,795 2,4206.3% $18.65万 加仓
VBIL VANGUARD INSTL INDEX FD $315.05万0.60%41,629 38,8521,399.1% $294.03万 加仓
IBP INSTALLED BLDG PRODS INC $318.56万0.61%13,860 3,58034.8% $82.28万 加仓
FSLR FIRST SOLAR INC $319.07万0.61%13,522 -485-3.5% -$11.44万 减仓
SYY SYSCO CORP $320.33万0.61%38,326 4,29112.6% $35.86万 加仓
XLU SELECT SECTOR SPDR TR $328.01万0.63%72,343 1,8702.7% $8.48万 加仓
SAN BANCO SANTANDER SA $342.96万0.66%248,524 4,0611.7% $5.60万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $367.28万0.70%3,806 00.0% — 不变
AMZN AMAZON COM INC $371.49万0.71%15,586 -506-3.1% -$12.06万 减仓
IYW ISHARES TR $386.49万0.74%15,323 -289-1.9% -$7.29万 减仓
VGIT VANGUARD SCOTTSDALE FDS $415.21万0.79%70,398 -70,849-50.2% -$417.87万 减仓
XLV SELECT SECTOR SPDR TR $418.17万0.80%26,357 6552.5% $10.39万 加仓
GOOGL ALPHABET INC $425.79万0.82%11,914 -285-2.3% -$10.19万 减仓
RWR SPDR SERIES TRUST $428.72万0.82%37,950 4601.2% $5.20万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $429.76万0.82%8,999 -540-5.7% -$25.79万 减仓
XLRE SELECT SECTOR SPDR TR $490.30万0.94%111,357 -2,804-2.5% -$12.35万 减仓
TSLA TESLA INC $493.07万0.94%11,723 1,77017.8% $74.45万 加仓
DDOG DATADOG INC $494.32万0.95%18,986 -6,116-24.4% -$159.24万 减仓
FSTA FIDELITY COVINGTON TRUST $503.71万0.96%95,871 2,0432.2% $10.73万 加仓
ARM ARM HOLDINGS PLC $540.75万1.04%15,251 -8,631-36.1% -$306.03万 减仓
PHYL PGIM ETF TR $541.08万1.04%155,126 6,0334.0% $21.04万 加仓
ACWX ISHARES TR $614.17万1.18%80,695 -13,091-14.0% -$99.64万 减仓
AMD ADVANCED MICRO DEVICES INC $619.16万1.19%10,658 -4,834-31.2% -$280.83万 减仓
JBBB JANUS DETROIT STR TR $654.37万1.25%138,199 -6,218-4.3% -$29.44万 减仓
VEU VANGUARD INTL EQUITY INDEX F $697.35万1.34%83,265 -1,731-2.0% -$14.50万 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $704.54万1.35%157,438 16,12511.4% $72.16万 加仓
MSFT MICROSOFT CORP $723.22万1.38%19,388 1,7409.9% $64.91万 加仓
NVDA NVIDIA CORPORATION $784.21万1.50%39,193 2820.7% $5.64万 加仓
FTEC FIDELITY COVINGTON TRUST $799.97万1.53%28,012 -1,895-6.3% -$54.12万 减仓
VV VANGUARD INDEX FDS $832.56万1.59%24,209 -218-0.9% -$7.50万 减仓
XCCC BONDBLOXX ETF TRUST $832.84万1.59%227,771 11,2655.2% $41.19万 加仓
— PROSHARES TR II $834.10万1.60%145,669 145,669— $834.10万 新建仓
EWI ISHARES INC $859.97万1.65%145,167 -3,589-2.4% -$21.26万 减仓
SOXX ISHARES TR $862.89万1.65%13,467 -4,814-26.3% -$308.45万 减仓
EWP ISHARES INC $868.59万1.66%146,251 -481-0.3% -$2.86万 减仓
SPYM SPDR SERIES TRUST $928.11万1.78%105,611 1,1391.1% $10.01万 加仓
XLK SELECT SECTOR SPDR TR $958.43万1.84%50,306 -9,596-16.0% -$182.82万 减仓
SMBS SCHWAB STRATEGIC TR $977.18万1.87%384,412 34,7249.9% $88.27万 加仓
XSD SPDR SERIES TRUST $1,049.17万2.01%16,822 -5,861-25.8% -$365.54万 减仓
CLOA BLACKROCK ETF TRUST II $1,080.81万2.07%208,208 12,8116.6% $66.50万 加仓
VOO VANGUARD INDEX FDS $1,177.07万2.25%17,138 1,2437.8% $85.37万 加仓
ICVT ISHARES TR $1,484.82万2.84%121,966 -10,603-8.0% -$129.08万 减仓
EUAD SPINNAKER ETF SERIES $1,490.13万2.85%353,280 18,4415.5% $77.78万 加仓
VNM VANECK ETF TRUST $1,494.62万2.86%809,217 25,3413.2% $46.80万 加仓
GRID FIRST TR EXCHANGE-TRADED FD $1,670.81万3.20%87,135 -5,501-5.9% -$105.48万 减仓
EWY ISHARES INC $2,213.01万4.24%109,609 -34,605-24.0% -$698.67万 减仓
IVV ISHARES TR $3,074.56万5.89%41,055 -661-1.6% -$49.50万 减仓
SCHX SCHWAB STRATEGIC TR $6,491.76万12.43%2,205,832 97,4284.6% $286.73万 加仓