Adaptive Financial Consulting, LLC
BEACHWOOD OH · SEC CIK 0001804717
$2.85亿2026Q2 申报市值
20持仓数
87.3%前十大占比 · 第一大 20.2%
2 / 0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
AGG 加仓+$83.01万
USMV 加仓+$53.85万
IVV 加仓+$49.50万
VCR 加仓+$33.63万
VNQ 加仓+$29.62万
2026Q2 卖出最多 按季末市值估算
BSV 减仓-$15.47万
SHV 减仓-$14.97万
VCSH 减仓-$5.25万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $5,767.41万 | 20.20% | 582,685 | 8,387 | 1.5% | $83.01万 | 加仓 |
| IVV | ISHARES TR | $3,421.65万 | 11.99% | 45,690 | 661 | 1.5% | $49.50万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,146.74万 | 11.02% | 398,171 | -664 | -0.2% | -$5.25万 | 减仓 |
| IVW | ISHARES TR | $2,510.46万 | 8.79% | 182,539 | 1,745 | 1.0% | $24.00万 | 加仓 |
| USMV | ISHARES TR | $2,326.25万 | 8.15% | 241,162 | 5,583 | 2.4% | $53.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,121.66万 | 7.43% | 28,811 | 179 | 0.6% | $13.18万 | 加仓 |
| VCR | VANGUARD WORLD FD | $1,528.13万 | 5.35% | 38,530 | 848 | 2.3% | $33.63万 | 加仓 |
| IEFA | ISHARES TR | $1,525.62万 | 5.34% | 157,965 | 2,924 | 1.9% | $28.24万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1,331.04万 | 4.66% | 44,515 | 847 | 1.9% | $25.33万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,249.23万 | 4.38% | 129,548 | 3,072 | 2.4% | $29.62万 | 加仓 |
| IEMG | ISHARES INC | $1,191.92万 | 4.17% | 143,883 | 1,674 | 1.2% | $13.87万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,133.58万 | 3.97% | 145,499 | -1,986 | -1.3% | -$15.47万 | 减仓 |
| SHV | ISHARES TR | $758.18万 | 2.66% | 68,707 | -1,357 | -1.9% | -$14.97万 | 减仓 |
| SGOV | ISHARES TR | $212.92万 | 0.75% | 21,150 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $109.08万 | 0.38% | 3,182 | 2 | 0.1% | $686 | 加仓 |
| IJH | ISHARES TR | $66.96万 | 0.23% | 8,683 | 221 | 2.6% | $1.70万 | 加仓 |
| LQD | ISHARES TR | $64.54万 | 0.23% | 5,917 | 121 | 2.1% | $1.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.45万 | 0.11% | 421 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $26.31万 | 0.09% | 711 | 711 | — | $26.31万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $26.17万 | 0.09% | 381 | 381 | — | $26.17万 | 新建仓 |