Adaptive Financial Consulting, LLC
BEACHWOOD OH · SEC CIK 0001804717
$2.61亿2026Q1 申报市值
18持仓数
87.3%前十大占比 · 第一大 21.8%
0 / 0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
AGG 加仓+$250.96万
USMV 加仓+$118.15万
IVV 加仓+$107.72万
VNQ 加仓+$79.13万
VCSH 加仓+$71.70万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$7.93万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $27.39万 | 0.10% | 421 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $57.15万 | 0.22% | 8,462 | 454 | 5.7% | $3.07万 | 加仓 |
| LQD | ISHARES TR | $63.17万 | 0.24% | 5,796 | 158 | 2.8% | $1.72万 | 加仓 |
| MTUM | ISHARES TR | $76.32万 | 0.29% | 3,180 | 1 | 0.0% | $240 | 加仓 |
| SGOV | ISHARES TR | $212.90万 | 0.82% | 21,150 | -788 | -3.6% | -$7.93万 | 减仓 |
| SHV | ISHARES TR | $773.44万 | 2.96% | 70,064 | 3,800 | 5.7% | $41.95万 | 加仓 |
| IEMG | ISHARES INC | $991.91万 | 3.80% | 142,209 | 6,998 | 5.2% | $48.81万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,121.85万 | 4.30% | 126,476 | 8,921 | 7.6% | $79.13万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,156.43万 | 4.43% | 147,485 | 7,987 | 5.7% | $62.63万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1,189.21万 | 4.55% | 43,668 | 1,207 | 2.8% | $32.87万 | 加仓 |
| VCR | VANGUARD WORLD FD | $1,352.88万 | 5.18% | 37,682 | 1,906 | 5.3% | $68.43万 | 加仓 |
| IEFA | ISHARES TR | $1,403.59万 | 5.38% | 155,041 | 6,540 | 4.4% | $59.21万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,652.60万 | 6.33% | 28,632 | 983 | 3.6% | $56.74万 | 加仓 |
| IVW | ISHARES TR | $2,044.96万 | 7.83% | 180,794 | 5,142 | 2.9% | $58.16万 | 加仓 |
| USMV | ISHARES TR | $2,184.76万 | 8.37% | 235,579 | 12,740 | 5.7% | $118.15万 | 加仓 |
| IVV | ISHARES TR | $2,941.36万 | 11.26% | 45,029 | 1,649 | 3.8% | $107.72万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,161.56万 | 12.11% | 398,835 | 9,045 | 2.3% | $71.70万 | 加仓 |
| AGG | ISHARES TR | $5,701.05万 | 21.83% | 574,298 | 25,281 | 4.6% | $250.96万 | 加仓 |