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
DUK DUKE ENERGY CORP NEW $54.70万0.10%4,321 76221.4% $9.65万 加仓
SPTM SPDR SERIES TRUST $54.66万0.10%6,021 2915.1% $2.64万 加仓
AVGO BROADCOM INC $53.15万0.10%1,407 745.6% $2.80万 加仓
TSLL DIREXION SHARES ETF TRUST $50.98万0.10%36,000 1,0002.9% $1.42万 加仓
USHY ISHARES TR $49.88万0.10%13,474 1,42811.9% $5.29万 加仓
QCOM QUALCOMM INC $46.68万0.09%2,526 -13-0.5% -$2,402 减仓
IDU ISHARES TR $46.06万0.09%4,019 2998.0% $3.43万 加仓
WMT WALMART INC $45.78万0.09%4,042 78023.9% $8.83万 加仓
T AT&T INC $45.11万0.09%21,794 4,75127.9% $9.83万 加仓
VZ VERIZON COMMUNICATIONS INC $44.36万0.08%10,477 1,65718.8% $7.02万 加仓
— TIDAL TRUST II $44.30万0.08%35,613 21,052144.6% $26.19万 加仓
PLTR PALANTIR TECHNOLOGIES INC $43.21万0.08%3,704 00.0% — 不变
HST HOST HOTELS & RESORTS INC $41.34万0.08%17,436 6103.6% $1.45万 加仓
HAS HASBRO INC $40.78万0.08%4,938 1,13729.9% $9.39万 加仓
MO ALTRIA GROUP INC $40.31万0.08%5,602 75815.6% $5.45万 加仓
BBY BEST BUY INC $40.14万0.08%5,290 55911.8% $4.24万 加仓
TPR TAPESTRY INC $40.14万0.08%2,742 41117.6% $6.02万 加仓
IVZ INVESCO LTD $39.50万0.08%14,969 1,69712.8% $4.48万 加仓
LLY ELI LILLY & CO $39.39万0.08%328 -1-0.3% -$1,201 减仓
JNK SPDR SERIES TRUST $39.24万0.08%4,072 -921-18.4% -$8.88万 减仓
UPS UNITED PARCEL SVCS INC $38.01万0.07%3,536 59620.3% $6.41万 加仓
— EXXON MOBIL CORP $37.34万0.07%2,731 54524.9% $7.45万 加仓
HPQ HP INC $37.32万0.07%17,012 9435.9% $2.07万 加仓
PKG PACKAGING CORP AMER $37.29万0.07%1,565 -12-0.8% -$2,859 减仓
VRSN VERISIGN INC $37.21万0.07%1,479 1188.7% $2.97万 加仓
BKLN INVESCO EXCH TRADED FD TR II $35.85万0.07%17,597 -5,856-25.0% -$11.93万 减仓
ARKK ARK ETF TR $35.83万0.07%4,433 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $34.86万0.07%16,288 1,3829.3% $2.96万 加仓
CVX CHEVRON CORPORATION $34.05万0.07%2,054 38022.7% $6.30万 加仓
PFG PRINCIPAL FINANCIAL GROUP IN $33.33万0.06%3,092 -36-1.2% -$3,880 减仓
TFLO ISHARES TR $32.64万0.06%6,447 -1,936-23.1% -$9.80万 减仓
FAST FASTENAL CO $32.24万0.06%6,713 1,20021.8% $5.76万 加仓
JPM JPMORGAN CHASE & CO $29.12万0.06%890 00.0% — 不变
IGIB ISHARES TR $28.54万0.05%5,367 -1,525-22.1% -$8.11万 减仓
VST VISTRA CORP $28.16万0.05%1,775 30220.5% $4.79万 加仓
PFE PFIZER INC $28.15万0.05%11,690 1,54615.2% $3.72万 加仓
ELV ELEVANCE HEALTH INC FORMERLY $26.88万0.05%695 00.0% — 不变
MRK MERCK & CO INC $25.31万0.05%1,970 27716.4% $3.56万 加仓
STIP ISHARES TR $23.49万0.04%2,299 -1,045-31.2% -$10.68万 减仓
— KRANESHARES TRUST $22.98万0.04%13,291 -430,215-97.0% -$743.84万 减仓
EXR EXTRA SPACE STORAGE INC $22.66万0.04%1,559 -55-3.4% -$7,993 减仓
IEFA ISHARES TR $21.78万0.04%2,255 -1,039-31.5% -$10.03万 减仓
MCD MCDONALDS CORP $21.71万0.04%803 00.0% — 不变
CVNA CARVANA CO $21.56万0.04%3,275 00.0% — 不变
ROKU ROKU INC $20.72万0.04%1,500 -1,875-55.6% -$25.90万 重新持有
V VISA INC $20.11万0.04%586 -5-0.8% -$1,715 重新持有
ANGX ANGEL STUDIOS INC. $8.81万0.02%24,017 1,2415.4% $4,554 加仓
DVN DEVON ENERGY CORP NEW $00.00%0 -65,365-100.0% -$328.92万 清仓
MTG MGIC INVT CORP WIS $00.00%0 -110,665-100.0% -$290.50万 清仓
SCHA SCHWAB STRATEGIC TR $00.00%0 -12,705-100.0% -$36.95万 清仓
SPSM SPDR SERIES TRUST $00.00%0 -6,132-100.0% -$29.63万 清仓
HP HELMERICH & PAYNE INC $00.00%0 -5,912-100.0% -$21.30万 清仓
COST COSTCO WHOLESALE CORPORATION $00.00%0 -213-100.0% -$21.22万 清仓