ADAMSBROWN WEALTH CONSULTANTS LLC
WICHITA KS · SEC CIK 0001911244
$3.78亿2026Q1 申报市值
138持仓数
59.5%前十大占比 · 第一大 11.4%
18 / 5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
FRDM 新建仓+$1,249.50万
AVDS 新建仓+$859.88万
IDMO 加仓+$251.33万
CGGR 加仓+$154.64万
FMDE 加仓+$150.37万
2026Q1 卖出最多 按季末市值估算
SCHE 减仓-$925.55万
CGCP 减仓-$84.19万
SCHD 减仓-$74.02万
JMST 减仓-$60.22万
EVRG 减仓-$55.24万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC | $94.13万 | 0.25% | 2,532 | 377 | 17.5% | $14.01万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.09万 | 0.26% | 15,151 | 183 | 1.2% | $1.17万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $97.59万 | 0.26% | 22,940 | 1,373 | 6.4% | $5.84万 | 加仓 |
| EVRG | EVERGY INC | $98.20万 | 0.26% | 11,987 | -6,743 | -36.0% | -$55.24万 | 减仓 |
| META | META PLATFORMS INC | $99.71万 | 0.26% | 1,743 | 45 | 2.7% | $2.57万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $109.33万 | 0.29% | 35,313 | -59 | -0.2% | -$1,827 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $109.93万 | 0.29% | 5,404 | -3 | -0.1% | -$610 | 减仓 |
| SLV | ISHARES SILVER TR | $129.31万 | 0.34% | 18,977 | 5,748 | 43.4% | $39.17万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $134.15万 | 0.35% | 9,150 | -377 | -4.0% | -$5.53万 | 减仓 |
| KR | KROGER CO | $141.77万 | 0.37% | 19,592 | 65 | 0.3% | $4,703 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $153.76万 | 0.41% | 30,160 | -11,813 | -28.1% | -$60.22万 | 减仓 |
| IQLT | ISHARES TR | $155.66万 | 0.41% | 33,672 | -1,105 | -3.2% | -$5.11万 | 减仓 |
| OKE | ONEOK INC NEW | $189.24万 | 0.50% | 20,936 | 1,795 | 9.4% | $16.22万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $198.82万 | 0.53% | 85,625 | 8,418 | 10.9% | $19.55万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $210.00万 | 0.56% | 83,881 | 43,291 | 106.7% | $108.38万 | 加仓 |
| HYS | PIMCO ETF TR | $244.28万 | 0.65% | 26,190 | 2,590 | 11.0% | $24.16万 | 加仓 |
| AMZN | AMAZON COM INC | $246.74万 | 0.65% | 11,847 | 939 | 8.6% | $19.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $257.87万 | 0.68% | 4,315 | 314 | 7.8% | $18.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $262.67万 | 0.69% | 7,096 | 445 | 6.7% | $16.47万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $268.74万 | 0.71% | 53,101 | 1,376 | 2.7% | $6.96万 | 加仓 |
| WMT | WALMART INC | $278.50万 | 0.74% | 22,409 | -305 | -1.3% | -$3.79万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $323.14万 | 0.85% | 67,573 | -3,616 | -5.1% | -$17.29万 | 减仓 |
| QQQ | INVESCO QQQ TR | $342.31万 | 0.90% | 5,931 | -250 | -4.0% | -$14.43万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $359.10万 | 0.95% | 20,590 | 226 | 1.1% | $3.94万 | 加仓 |
| — | EXXON MOBIL CORP | $372.62万 | 0.98% | 21,963 | 581 | 2.7% | $9.86万 | 加仓 |
| IHDG | WISDOMTREE TR | $433.30万 | 1.15% | 89,990 | -6,648 | -6.9% | -$32.01万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $486.63万 | 1.29% | 147,688 | -280,895 | -65.5% | -$925.55万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $497.11万 | 1.31% | 48,091 | -2,742 | -5.4% | -$28.34万 | 减仓 |
| HEFA | ISHARES TR | $597.35万 | 1.58% | 140,570 | -7,591 | -5.1% | -$32.26万 | 减仓 |
| AAPL | APPLE INC | $651.07万 | 1.72% | 25,654 | -602 | -2.3% | -$15.28万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $859.88万 | 2.27% | 119,677 | 119,677 | — | $859.88万 | 新建仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $864.59万 | 2.29% | 455,046 | 9,843 | 2.2% | $18.70万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $873.23万 | 2.31% | 390,884 | -37,688 | -8.8% | -$84.19万 | 减仓 |
| FRDM | EA SERIES TRUST | $1,249.50万 | 3.30% | 228,637 | 228,637 | — | $1,249.50万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,257.23万 | 3.32% | 252,406 | 28,975 | 13.0% | $144.32万 | 加仓 |
| UTES | ETFIS SER TR I | $1,269.66万 | 3.36% | 158,906 | 12,356 | 8.4% | $98.72万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,315.41万 | 3.48% | 428,752 | -24,128 | -5.3% | -$74.02万 | 减仓 |
| PPH | VANECK ETF TRUST | $1,545.85万 | 4.09% | 148,811 | 5,766 | 4.0% | $59.90万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,716.38万 | 4.54% | 671,774 | 25,958 | 4.0% | $66.32万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $2,162.96万 | 5.72% | 601,489 | 41,817 | 7.5% | $150.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,433.71万 | 6.43% | 50,787 | 2,747 | 5.7% | $131.64万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,213.71万 | 8.49% | 135,246 | 4,333 | 3.3% | $102.96万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $3,260.84万 | 8.62% | 594,609 | 45,830 | 8.4% | $251.33万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $4,331.57万 | 11.45% | 1,077,772 | 38,478 | 3.7% | $154.64万 | 加仓 |