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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $44.28万 | 0.10% | 8,820 | 496 | 6.0% | $2.49万 | 加仓 |
| IDU | ISHARES TR | $43.19万 | 0.09% | 3,720 | 194 | 5.5% | $2.25万 | 加仓 |
| ALL | ALLSTATE CORP | $43.15万 | 0.09% | 2,081 | 421 | 25.4% | $8.73万 | 加仓 |
| TSLL | DIREXION SHARES ETF TRUST | $42.52万 | 0.09% | 35,000 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $42.44万 | 0.09% | 8,383 | -2,131 | -20.3% | -$10.79万 | 减仓 |
| AVGO | BROADCOM INC | $41.26万 | 0.09% | 1,333 | 199 | 17.5% | $6.16万 | 加仓 |
| WMT | WALMART INC | $40.54万 | 0.09% | 3,262 | 119 | 3.8% | $1.48万 | 加仓 |
| — | EXXON MOBIL CORP | $37.09万 | 0.08% | 2,186 | -26 | -1.2% | -$4,412 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $36.95万 | 0.08% | 12,705 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $36.68万 | 0.08% | 6,892 | -1,942 | -22.0% | -$10.34万 | 减仓 |
| HAS | HASBRO INC | $35.58万 | 0.08% | 3,801 | -2,271 | -37.4% | -$21.26万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $35.48万 | 0.08% | 8,839 | -1,829 | -17.1% | -$7.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $34.64万 | 0.08% | 1,674 | 48 | 3.0% | $9,931 | 加仓 |
| STIP | ISHARES TR | $34.59万 | 0.08% | 3,344 | -135 | -3.9% | -$1.40万 | 减仓 |
| VRSN | VERISIGN INC | $33.80万 | 0.07% | 1,361 | -49 | -3.5% | -$1.22万 | 减仓 |
| PKG | PACKAGING CORP AMER | $33.47万 | 0.07% | 1,577 | -10 | -0.6% | -$2,122 | 减仓 |
| MBB | ISHARES TR | $32.97万 | 0.07% | 3,472 | -41 | -1.2% | -$3,893 | 减仓 |
| TPR | TAPESTRY INC | $32.89万 | 0.07% | 2,331 | -40 | -1.7% | -$5,644 | 减仓 |
| QCOM | QUALCOMM INC | $32.70万 | 0.07% | 2,539 | -11 | -0.4% | -$1,417 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $32.24万 | 0.07% | 16,826 | 2,053 | 13.9% | $3.93万 | 加仓 |
| IVZ | INVESCO LTD | $32.24万 | 0.07% | 13,272 | 2,029 | 18.0% | $4.93万 | 加仓 |
| MO | ALTRIA GROUP INC | $31.97万 | 0.07% | 4,844 | 530 | 12.3% | $3.50万 | 加仓 |
| HPQ | HP INC | $30.87万 | 0.07% | 16,069 | 5,723 | 55.3% | $10.99万 | 加仓 |
| BBY | BEST BUY INC | $30.37万 | 0.07% | 4,731 | 1,348 | 39.8% | $8.65万 | 加仓 |
| LLY | ELI LILLY & CO | $30.30万 | 0.07% | 329 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $29.96万 | 0.07% | 4,433 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $29.82万 | 0.07% | 3,294 | 60 | 1.9% | $5,432 | 加仓 |
| SPSM | SPDR SERIES TRUST | $29.63万 | 0.07% | 6,132 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $28.92万 | 0.06% | 2,940 | -746 | -20.2% | -$7.34万 | 减仓 |
| PFE | PFIZER INC | $28.49万 | 0.06% | 10,144 | 875 | 9.4% | $2.46万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $28.19万 | 0.06% | 3,128 | -1 | -0.0% | -$90 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $26.17万 | 0.06% | 890 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $25.58万 | 0.06% | 5,513 | -3,077 | -35.8% | -$14.28万 | 减仓 |
| MCD | MCDONALDS CORP | $24.96万 | 0.05% | 803 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $24.49万 | 0.05% | 14,906 | 3,116 | 26.4% | $5.12万 | 加仓 |
| VST | VISTRA CORP | $22.14万 | 0.05% | 1,473 | -338 | -18.7% | -$5.08万 | 减仓 |
| HP | HELMERICH & PAYNE INC | $21.30万 | 0.05% | 5,912 | 5,912 | — | $21.30万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $21.22万 | 0.05% | 213 | 213 | — | $21.22万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $21.17万 | 0.05% | 1,614 | -36 | -2.2% | -$4,722 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $21.01万 | 0.05% | 2,777 | 2,777 | — | $21.01万 | 新建仓 |
| CVNA | CARVANA CO | $20.59万 | 0.05% | 655 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $20.37万 | 0.04% | 1,693 | 1,693 | — | $20.37万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.35万 | 0.04% | 695 | -306 | -30.6% | -$8.96万 | 减仓 |
| — | TIDAL TRUST II | $18.90万 | 0.04% | 14,561 | 1,156 | 8.6% | $1.50万 | 加仓 |
| ANGX | ANGEL STUDIOS INC | $6.95万 | 0.02% | 22,776 | -888 | -3.8% | -$2,708 | 减仓 |
| — | ATKORE INC | $0 | 0.00% | 0 | -40,726 | -100.0% | -$257.59万 | 清仓 |
| SM | SM ENERGY CO | $0 | 0.00% | 0 | -135,534 | -100.0% | -$253.44万 | 清仓 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | -7,797 | -100.0% | -$56.12万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -17,333 | -100.0% | -$45.75万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -456 | -100.0% | -$41.91万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -1,581 | -100.0% | -$40.56万 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC | $0 | 0.00% | 0 | -2,169 | -100.0% | -$38.91万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -559 | -100.0% | -$36.84万 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | -31,344 | -100.0% | -$32.91万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -966 | -100.0% | -$30.45万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,622 | -100.0% | -$30.17万 | 清仓 |
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | -2,805 | -100.0% | -$30.12万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -1,971 | -100.0% | -$28.20万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -3,018 | -100.0% | -$28.12万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -4,329 | -100.0% | -$27.81万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -3,573 | -100.0% | -$27.63万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -8,304 | -100.0% | -$27.01万 | 清仓 |
| GPOR | GULFPORT ENERGY CORP | $0 | 0.00% | 0 | -1,281 | -100.0% | -$26.59万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,842 | -100.0% | -$26.14万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,426 | -100.0% | -$25.08万 | 清仓 |
| GVA | GRANITE CONSTR INC | $0 | 0.00% | 0 | -2,157 | -100.0% | -$25.00万 | 清仓 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -4,968 | -100.0% | -$23.71万 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $0 | 0.00% | 0 | -8,907 | -100.0% | -$23.67万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -6,264 | -100.0% | -$23.16万 | 清仓 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -1,362 | -100.0% | -$22.64万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -4,422 | -100.0% | -$22.45万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -854 | -100.0% | -$21.59万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -1,161 | -100.0% | -$21.37万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -7,107 | -100.0% | -$21.36万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -1,044 | -100.0% | -$20.86万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,185 | -100.0% | -$20.49万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -627 | -100.0% | -$20.15万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -16,371 | -100.0% | -$19.38万 | 清仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $0 | 0.00% | 0 | -12,600 | -100.0% | -$7.66万 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | -24,882 | -100.0% | -$5.85万 | 清仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $0 | 0.00% | 0 | -19,227 | -100.0% | -$5.29万 | 清仓 |
| EVGO | EVGO INC | $0 | 0.00% | 0 | -17,220 | -100.0% | -$4.99万 | 清仓 |
| — | APPLIED THERAPEUTICS INC | $0 | 0.00% | 0 | -38,637 | -100.0% | -$3,864 | 清仓 |