Adams Wealth Management
LOGAN UT · SEC CIK 0001803084
$4.55亿2026Q1 申报市值
145持仓数
40.3%前十大占比 · 第一大 11.9%
5 / 38新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VV 加仓+$331.09万
FSLR 新建仓+$276.30万
MSFT 加仓+$138.44万
DDOG 加仓+$78.00万
VNM 加仓+$76.70万
2026Q1 卖出最多 按季末市值估算
ATKORE INC 清仓-$257.59万
SM 清仓-$253.44万
EWY 减仓-$236.72万
EUAD 减仓-$96.75万
FTEC 减仓-$94.79万
2026Q1 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 | $5,405.95万 | 11.87% | 2,108,404 | -6,860 | -0.3% | -$17.59万 | 减仓 |
| IVV | ISHARES TR | $2,724.92万 | 5.98% | 41,716 | 463 | 1.1% | $30.24万 | 加仓 |
| EWY | ISHARES INC | $1,773.98万 | 3.90% | 144,214 | -19,244 | -11.8% | -$236.72万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,515.34万 | 3.33% | 92,636 | -2,637 | -2.8% | -$43.14万 | 减仓 |
| EUAD | SPINNAKER ETF SERIES | $1,364.13万 | 3.00% | 334,839 | -23,748 | -6.6% | -$96.75万 | 减仓 |
| VNM | VANECK ETF TRUST | $1,356.89万 | 2.98% | 783,876 | 44,308 | 6.0% | $76.70万 | 加仓 |
| ICVT | ISHARES TR | $1,349.42万 | 2.96% | 132,569 | 571 | 0.4% | $5.81万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,012.84万 | 2.22% | 195,397 | 2,045 | 1.1% | $10.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $949.81万 | 2.09% | 15,895 | -284 | -1.8% | -$16.97万 | 减仓 |
| SMBS | SCHWAB STRATEGIC TR | $893.45万 | 1.96% | 349,688 | -5,112 | -1.4% | -$13.06万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $841.13万 | 1.85% | 141,247 | 857 | 0.6% | $5.10万 | 加仓 |
| — | KRANESHARES TRUST | $829.80万 | 1.82% | 443,506 | 23,998 | 5.7% | $44.90万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $799.63万 | 1.76% | 104,472 | -1,797 | -1.7% | -$13.75万 | 减仓 |
| EWP | ISHARES INC | $796.90万 | 1.75% | 146,732 | -834 | -0.6% | -$4.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $796.09万 | 1.75% | 59,902 | 698 | 1.2% | $9.28万 | 加仓 |
| EWI | ISHARES INC | $794.65万 | 1.74% | 148,756 | 2,040 | 1.4% | $10.90万 | 加仓 |
| XCCC | BONDBLOXX ETF TRUST | $788.08万 | 1.73% | 216,506 | 12,423 | 6.1% | $45.22万 | 加仓 |
| XSD | SPDR SERIES TRUST | $739.74万 | 1.62% | 22,683 | -665 | -2.8% | -$21.69万 | 减仓 |
| VV | VANGUARD INDEX FDS | $729.99万 | 1.60% | 24,427 | 11,079 | 83.0% | $331.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $678.62万 | 1.49% | 38,911 | 691 | 1.8% | $12.05万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $673.05万 | 1.48% | 144,417 | -234 | -0.2% | -$1.09万 | 减仓 |
| MSFT | MICROSOFT CORP | $653.27万 | 1.43% | 17,648 | 3,740 | 26.9% | $138.44万 | 加仓 |
| ACWX | ISHARES TR | $642.15万 | 1.41% | 93,786 | 532 | 0.6% | $3.64万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $638.32万 | 1.40% | 84,996 | -2,187 | -2.5% | -$16.42万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $633.08万 | 1.39% | 141,313 | 14,333 | 11.3% | $64.21万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $622.22万 | 1.37% | 29,907 | -4,556 | -13.2% | -$94.79万 | 减仓 |
| SOXX | ISHARES TR | $600.43万 | 1.32% | 18,281 | -487 | -2.6% | -$16.00万 | 减仓 |
| PHYL | PGIM ETF TR | $516.31万 | 1.13% | 149,093 | 2,016 | 1.4% | $6.98万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $491.00万 | 1.08% | 93,828 | -16,776 | -15.2% | -$87.79万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $466.12万 | 1.02% | 114,161 | -9,504 | -7.7% | -$38.80万 | 减仓 |
| RWR | SPDR SERIES TRUST | $378.54万 | 0.83% | 37,490 | 864 | 2.4% | $8.72万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $376.82万 | 0.83% | 25,702 | 337 | 1.3% | $4.94万 | 加仓 |
| TSLA | TESLA INC | $370.00万 | 0.81% | 9,953 | -618 | -5.8% | -$22.97万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $361.29万 | 0.79% | 23,882 | 1,477 | 6.6% | $22.34万 | 加仓 |
| GOOGL | ALPHABET INC | $350.81万 | 0.77% | 12,199 | 693 | 6.0% | $19.93万 | 加仓 |
| MINT | PIMCO ETF TR | $346.99万 | 0.76% | 34,502 | -8,275 | -19.3% | -$83.22万 | 减仓 |
| COP | CONOCOPHILLIPS | $342.29万 | 0.75% | 25,931 | -3,898 | -13.1% | -$51.45万 | 减仓 |
| AMZN | AMAZON COM INC | $335.11万 | 0.74% | 16,092 | 1,918 | 13.5% | $39.94万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $328.92万 | 0.72% | 65,365 | -9,096 | -12.2% | -$45.77万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $323.40万 | 0.71% | 70,473 | 2,377 | 3.5% | $10.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $322.36万 | 0.71% | 9,539 | -893 | -8.6% | -$30.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $315.14万 | 0.69% | 15,492 | 268 | 1.8% | $5.45万 | 加仓 |
| DDOG | DATADOG INC | $296.33万 | 0.65% | 25,102 | 6,607 | 35.7% | $78.00万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $290.50万 | 0.64% | 110,665 | 14,568 | 15.2% | $38.24万 | 加仓 |
| GM | GENERAL MTRS CO | $285.90万 | 0.63% | 38,375 | -43 | -0.1% | -$3,204 | 减仓 |
| VPU | VANGUARD WORLD FD | $283.44万 | 0.62% | 14,305 | -139 | -1.0% | -$2.75万 | 减仓 |
| IYW | ISHARES TR | $283.23万 | 0.62% | 15,612 | 1,268 | 8.8% | $23.00万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $277.12万 | 0.61% | 111,250 | 8,795 | 8.6% | $21.91万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $276.96万 | 0.61% | 33,784 | 2,274 | 7.2% | $18.64万 | 加仓 |
| FSLR | FIRST SOLAR INC | $276.30万 | 0.61% | 14,007 | 14,007 | — | $276.30万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $275.75万 | 0.61% | 244,463 | 240 | 0.1% | $2,707 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $272.57万 | 0.60% | 10,280 | -212 | -2.0% | -$5.62万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $266.96万 | 0.59% | 3,913 | -405 | -9.4% | -$27.63万 | 减仓 |
| CLOI | VANECK ETF TRUST | $264.33万 | 0.58% | 50,158 | -3,506 | -6.5% | -$18.48万 | 减仓 |
| PGR | PROGRESSIVE CORP | $258.68万 | 0.57% | 13,049 | 2,447 | 23.1% | $48.51万 | 加仓 |
| SYY | SYSCO CORP | $242.78万 | 0.53% | 34,035 | 428 | 1.3% | $3.05万 | 加仓 |
| AAPL | APPLE INC | $237.36万 | 0.52% | 9,353 | -173 | -1.8% | -$4.39万 | 减仓 |
| VHT | VANGUARD WORLD FD | $229.33万 | 0.50% | 8,421 | -51 | -0.6% | -$1.39万 | 减仓 |
| BIL | SPDR SERIES TRUST | $225.33万 | 0.49% | 24,589 | -6,109 | -19.9% | -$55.98万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $215.08万 | 0.47% | 96,061 | 23,597 | 32.6% | $52.83万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $207.46万 | 0.46% | 82,652 | 2,326 | 2.9% | $5.84万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $206.49万 | 0.45% | 43,981 | -5,863 | -11.8% | -$27.53万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $157.77万 | 0.35% | 10,698 | -1,503 | -12.3% | -$22.17万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $149.10万 | 0.33% | 3,806 | -1,272 | -25.0% | -$49.83万 | 减仓 |
| FLOT | ISHARES TR | $141.70万 | 0.31% | 27,812 | -6,997 | -20.1% | -$35.65万 | 减仓 |
| IYH | ISHARES TR | $124.22万 | 0.27% | 20,153 | 2,992 | 17.4% | $18.44万 | 加仓 |
| VDC | VANGUARD WORLD FD | $118.11万 | 0.26% | 5,259 | 2,069 | 64.9% | $46.47万 | 加仓 |
| IYK | ISHARES TR | $96.61万 | 0.21% | 13,795 | -2,484 | -15.3% | -$17.40万 | 减仓 |
| — | BONDBLOXX ETF TRUST | $95.07万 | 0.21% | 64,020 | -24,247 | -27.5% | -$36.01万 | 减仓 |
| META | META PLATFORMS INC | $87.71万 | 0.19% | 1,533 | -167 | -9.8% | -$9.55万 | 减仓 |
| IXUS | ISHARES TR | $83.27万 | 0.18% | 9,611 | 34 | 0.4% | $2,946 | 加仓 |
| HYLB | DBX ETF TR | $81.27万 | 0.18% | 22,475 | -1,147 | -4.9% | -$4.15万 | 减仓 |
| HYG | ISHARES TR | $78.46万 | 0.17% | 9,862 | -1,161 | -10.5% | -$9.24万 | 减仓 |
| ITOT | ISHARES TR | $74.75万 | 0.16% | 5,248 | -1,254 | -19.3% | -$17.86万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $73.68万 | 0.16% | 5,287 | 315 | 6.3% | $4.39万 | 加仓 |
| IJR | ISHARES TR | $71.01万 | 0.16% | 5,712 | -2 | -0.0% | -$249 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $69.88万 | 0.15% | 13,990 | 992 | 7.6% | $4.96万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $67.12万 | 0.15% | 11,067 | 539 | 5.1% | $3.27万 | 加仓 |
| ABBV | ABBVIE INC | $64.49万 | 0.14% | 2,965 | 195 | 7.0% | $4.24万 | 加仓 |
| CME | CME GROUP INC | $63.85万 | 0.14% | 2,162 | 257 | 13.5% | $7.59万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $62.88万 | 0.14% | 3,371 | 505 | 17.6% | $9.42万 | 加仓 |
| GOOG | ALPHABET INC | $61.49万 | 0.14% | 2,144 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $61.35万 | 0.13% | 866 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $61.16万 | 0.13% | 9,893 | 1,325 | 15.5% | $8.19万 | 加仓 |
| TFC | TRUIST FINL CORP | $61.07万 | 0.13% | 13,285 | 2,099 | 18.8% | $9.65万 | 加仓 |
| EMR | EMERSON ELEC CO | $60.56万 | 0.13% | 4,622 | 232 | 5.3% | $3.04万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $56.43万 | 0.12% | 3,413 | 123 | 3.7% | $2.03万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.80万 | 0.12% | 2,302 | 632 | 37.8% | $15.32万 | 加仓 |
| CSCO | CISCO SYS INC | $54.43万 | 0.12% | 7,015 | 1,012 | 16.9% | $7.85万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $54.18万 | 0.12% | 3,704 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $53.49万 | 0.12% | 6,546 | 1,230 | 23.1% | $10.05万 | 加仓 |
| KO | COCA COLA CO | $50.82万 | 0.11% | 6,682 | 508 | 8.2% | $3.86万 | 加仓 |
| ENB | ENBRIDGE INC | $50.03万 | 0.11% | 9,240 | 800 | 9.5% | $4.33万 | 加仓 |
| T | AT&T INC | $49.41万 | 0.11% | 17,043 | 1,041 | 6.5% | $3.02万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $47.87万 | 0.11% | 23,453 | -3,908 | -14.3% | -$7.98万 | 减仓 |
| JNK | SPDR SERIES TRUST | $47.79万 | 0.10% | 4,993 | 335 | 7.2% | $3.21万 | 加仓 |
| BE | BLOOM ENERGY CORP | $47.42万 | 0.10% | 3,500 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $46.60万 | 0.10% | 3,559 | 582 | 19.5% | $7.62万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $45.30万 | 0.10% | 5,730 | 1,064 | 22.8% | $8.41万 | 加仓 |
| USHY | ISHARES TR | $44.38万 | 0.10% | 12,046 | 3,421 | 39.7% | $12.60万 | 加仓 |