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 |
|---|---|---|---|---|---|---|---|---|
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -65,365 | -100.0% | -$328.92万 | 清仓 |
| MTG | MGIC INVT CORP WIS | $0 | 0.00% | 0 | -110,665 | -100.0% | -$290.50万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,705 | -100.0% | -$36.95万 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,132 | -100.0% | -$29.63万 | 清仓 |
| HP | HELMERICH & PAYNE INC | $0 | 0.00% | 0 | -5,912 | -100.0% | -$21.30万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -213 | -100.0% | -$21.22万 | 清仓 |
| ANGX | ANGEL STUDIOS INC. | $8.81万 | 0.02% | 24,017 | 1,241 | 5.4% | $4,554 | 加仓 |
| V | VISA INC | $20.11万 | 0.04% | 586 | -5 | -0.8% | -$1,715 | 重新持有 |
| ROKU | ROKU INC | $20.72万 | 0.04% | 1,500 | -1,875 | -55.6% | -$25.90万 | 重新持有 |
| CVNA | CARVANA CO | $21.56万 | 0.04% | 3,275 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $21.71万 | 0.04% | 803 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $21.78万 | 0.04% | 2,255 | -1,039 | -31.5% | -$10.03万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $22.66万 | 0.04% | 1,559 | -55 | -3.4% | -$7,993 | 减仓 |
| — | KRANESHARES TRUST | $22.98万 | 0.04% | 13,291 | -430,215 | -97.0% | -$743.84万 | 减仓 |
| STIP | ISHARES TR | $23.49万 | 0.04% | 2,299 | -1,045 | -31.2% | -$10.68万 | 减仓 |
| MRK | MERCK & CO INC | $25.31万 | 0.05% | 1,970 | 277 | 16.4% | $3.56万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.88万 | 0.05% | 695 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $28.15万 | 0.05% | 11,690 | 1,546 | 15.2% | $3.72万 | 加仓 |
| VST | VISTRA CORP | $28.16万 | 0.05% | 1,775 | 302 | 20.5% | $4.79万 | 加仓 |
| IGIB | ISHARES TR | $28.54万 | 0.05% | 5,367 | -1,525 | -22.1% | -$8.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $29.12万 | 0.06% | 890 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $32.24万 | 0.06% | 6,713 | 1,200 | 21.8% | $5.76万 | 加仓 |
| TFLO | ISHARES TR | $32.64万 | 0.06% | 6,447 | -1,936 | -23.1% | -$9.80万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $33.33万 | 0.06% | 3,092 | -36 | -1.2% | -$3,880 | 减仓 |
| CVX | CHEVRON CORPORATION | $34.05万 | 0.07% | 2,054 | 380 | 22.7% | $6.30万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $34.86万 | 0.07% | 16,288 | 1,382 | 9.3% | $2.96万 | 加仓 |
| ARKK | ARK ETF TR | $35.83万 | 0.07% | 4,433 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $35.85万 | 0.07% | 17,597 | -5,856 | -25.0% | -$11.93万 | 减仓 |
| VRSN | VERISIGN INC | $37.21万 | 0.07% | 1,479 | 118 | 8.7% | $2.97万 | 加仓 |
| PKG | PACKAGING CORP AMER | $37.29万 | 0.07% | 1,565 | -12 | -0.8% | -$2,859 | 减仓 |
| HPQ | HP INC | $37.32万 | 0.07% | 17,012 | 943 | 5.9% | $2.07万 | 加仓 |
| — | EXXON MOBIL CORP | $37.34万 | 0.07% | 2,731 | 545 | 24.9% | $7.45万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $38.01万 | 0.07% | 3,536 | 596 | 20.3% | $6.41万 | 加仓 |
| JNK | SPDR SERIES TRUST | $39.24万 | 0.08% | 4,072 | -921 | -18.4% | -$8.88万 | 减仓 |
| LLY | ELI LILLY & CO | $39.39万 | 0.08% | 328 | -1 | -0.3% | -$1,201 | 减仓 |
| IVZ | INVESCO LTD | $39.50万 | 0.08% | 14,969 | 1,697 | 12.8% | $4.48万 | 加仓 |
| TPR | TAPESTRY INC | $40.14万 | 0.08% | 2,742 | 411 | 17.6% | $6.02万 | 加仓 |
| BBY | BEST BUY INC | $40.14万 | 0.08% | 5,290 | 559 | 11.8% | $4.24万 | 加仓 |
| MO | ALTRIA GROUP INC | $40.31万 | 0.08% | 5,602 | 758 | 15.6% | $5.45万 | 加仓 |
| HAS | HASBRO INC | $40.78万 | 0.08% | 4,938 | 1,137 | 29.9% | $9.39万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $41.34万 | 0.08% | 17,436 | 610 | 3.6% | $1.45万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $43.21万 | 0.08% | 3,704 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $44.30万 | 0.08% | 35,613 | 21,052 | 144.6% | $26.19万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.36万 | 0.08% | 10,477 | 1,657 | 18.8% | $7.02万 | 加仓 |
| T | AT&T INC | $45.11万 | 0.09% | 21,794 | 4,751 | 27.9% | $9.83万 | 加仓 |
| WMT | WALMART INC | $45.78万 | 0.09% | 4,042 | 780 | 23.9% | $8.83万 | 加仓 |
| IDU | ISHARES TR | $46.06万 | 0.09% | 4,019 | 299 | 8.0% | $3.43万 | 加仓 |
| QCOM | QUALCOMM INC | $46.68万 | 0.09% | 2,526 | -13 | -0.5% | -$2,402 | 减仓 |
| USHY | ISHARES TR | $49.88万 | 0.10% | 13,474 | 1,428 | 11.9% | $5.29万 | 加仓 |
| TSLL | DIREXION SHARES ETF TRUST | $50.98万 | 0.10% | 36,000 | 1,000 | 2.9% | $1.42万 | 加仓 |
| AVGO | BROADCOM INC | $53.15万 | 0.10% | 1,407 | 74 | 5.6% | $2.80万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $54.66万 | 0.10% | 6,021 | 291 | 5.1% | $2.64万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $54.70万 | 0.10% | 4,321 | 762 | 21.4% | $9.65万 | 加仓 |
| ENB | ENBRIDGE INC | $55.03万 | 0.11% | 10,151 | 911 | 9.9% | $4.94万 | 加仓 |
| ALL | ALLSTATE CORP | $57.13万 | 0.11% | 2,401 | 320 | 15.4% | $7.61万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $59.46万 | 0.11% | 14,758 | 5,919 | 67.0% | $23.85万 | 加仓 |
| KO | COCA COLA CO | $60.52万 | 0.12% | 7,447 | 765 | 11.4% | $6.22万 | 加仓 |
| CME | CME GROUP INC | $66.47万 | 0.13% | 3,010 | 848 | 39.2% | $18.73万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $67.41万 | 0.13% | 3,726 | 313 | 9.2% | $5.66万 | 加仓 |
| IYK | ISHARES TR | $70.91万 | 0.14% | 9,759 | -4,036 | -29.3% | -$29.33万 | 减仓 |
| EMR | EMERSON ELEC CO | $71.37万 | 0.14% | 4,986 | 364 | 7.9% | $5.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $75.62万 | 0.14% | 2,689 | 387 | 16.8% | $10.88万 | 加仓 |
| D | DOMINION ENERGY INC | $75.74万 | 0.15% | 11,091 | 1,198 | 12.1% | $8.18万 | 加仓 |
| — | BONDBLOXX ETF TRUST | $76.21万 | 0.15% | 50,911 | -13,109 | -20.5% | -$19.62万 | 减仓 |
| HYLB | DBX ETF TR | $77.74万 | 0.15% | 21,288 | -1,187 | -5.3% | -$4.33万 | 减仓 |
| MBB | ISHARES TR | $78.06万 | 0.15% | 8,259 | 4,787 | 137.9% | $45.25万 | 加仓 |
| CSCO | CISCO SYS INC | $78.09万 | 0.15% | 6,648 | -367 | -5.2% | -$4.31万 | 减仓 |
| ITOT | ISHARES TR | $78.19万 | 0.15% | 4,760 | -488 | -9.3% | -$8.02万 | 减仓 |
| ABBV | ABBVIE INC | $79.95万 | 0.15% | 3,177 | 212 | 7.2% | $5.33万 | 加仓 |
| GOOG | ALPHABET INC | $80.34万 | 0.15% | 2,274 | 130 | 6.1% | $4.59万 | 加仓 |
| TFC | TRUIST FINL CORP | $80.88万 | 0.15% | 16,235 | 2,950 | 22.2% | $14.70万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $81.04万 | 0.16% | 14,065 | 2,998 | 27.1% | $17.27万 | 加仓 |
| IJR | ISHARES TR | $84.70万 | 0.16% | 5,711 | -1 | -0.0% | -$148 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $85.23万 | 0.16% | 3,811 | 440 | 13.1% | $9.84万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $85.48万 | 0.16% | 6,766 | 1,479 | 28.0% | $18.69万 | 加仓 |
| FTNT | FORTINET INC | $85.78万 | 0.16% | 5,584 | -962 | -14.7% | -$14.78万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $87.10万 | 0.17% | 17,340 | 3,350 | 23.9% | $16.83万 | 加仓 |
| CAT | CATERPILLAR INC | $89.56万 | 0.17% | 841 | -25 | -2.9% | -$2.66万 | 减仓 |
| IXUS | ISHARES TR | $90.91万 | 0.17% | 9,525 | -86 | -0.9% | -$8,208 | 减仓 |
| HYG | ISHARES TR | $94.07万 | 0.18% | 11,763 | 1,901 | 19.3% | $15.20万 | 加仓 |
| META | META PLATFORMS INC | $100.83万 | 0.19% | 1,790 | 257 | 16.8% | $14.48万 | 加仓 |
| BE | BLOOM ENERGY CORP | $105.94万 | 0.20% | 3,500 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $109.11万 | 0.21% | 21,374 | -6,438 | -23.1% | -$32.87万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $124.84万 | 0.24% | 50,623 | -60,627 | -54.5% | -$149.51万 | 减仓 |
| VDC | VANGUARD WORLD FD | $125.10万 | 0.24% | 5,548 | 289 | 5.5% | $6.52万 | 加仓 |
| IYH | ISHARES TR | $132.88万 | 0.25% | 19,830 | -323 | -1.6% | -$2.16万 | 减仓 |
| COHR | COHERENT CORP | $150.37万 | 0.29% | 3,812 | 3,812 | — | $150.37万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $150.93万 | 0.29% | 1,759 | 1,759 | — | $150.93万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $170.08万 | 0.33% | 18,560 | -6,029 | -24.5% | -$55.25万 | 减仓 |
| VHT | VANGUARD WORLD FD | $172.11万 | 0.33% | 5,756 | -2,665 | -31.6% | -$79.69万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $174.39万 | 0.33% | 78,165 | -17,896 | -18.6% | -$39.93万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $187.23万 | 0.36% | 39,998 | -3,983 | -9.1% | -$18.64万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $215.32万 | 0.41% | 74,350 | -8,302 | -10.0% | -$24.04万 | 减仓 |
| CLOI | VANECK ETF TRUST | $227.25万 | 0.44% | 42,918 | -7,240 | -14.4% | -$38.34万 | 减仓 |
| VPU | VANGUARD WORLD FD | $230.94万 | 0.44% | 11,799 | -2,506 | -17.5% | -$49.05万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $235.03万 | 0.45% | 8,248 | -2,450 | -22.9% | -$69.81万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $259.96万 | 0.50% | 5,104 | 1,191 | 30.4% | $60.66万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $260.75万 | 0.50% | 2,259 | 2,259 | — | $260.75万 | 新建仓 |
| MINT | PIMCO ETF TR | $261.16万 | 0.50% | 25,906 | -8,596 | -24.9% | -$86.66万 | 减仓 |
| SNDK | SANDISK CORP | $275.58万 | 0.53% | 1,212 | 1,212 | — | $275.58万 | 新建仓 |