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 |
|---|---|---|---|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | $30.58万 | 0.08% | 4,991 | 334 | 7.2% | $2.05万 | 加仓 |
| AVGO | BROADCOM INC | $30.23万 | 0.08% | 977 | 17 | 1.8% | $5,260 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.91万 | 0.08% | 5,277 | 5,277 | — | $29.91万 | 新建仓 |
| WFC | WELLS FARGO & CO | $29.61万 | 0.08% | 3,719 | -37 | -1.0% | -$2,946 | 减仓 |
| WMB | WILLIAMS COS INC | $28.23万 | 0.07% | 3,878 | 3,878 | — | $28.23万 | 新建仓 |
| — | CALAMOS ETF TR | $27.77万 | 0.07% | 10,235 | 0 | 0.0% | — | 不变 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $27.42万 | 0.07% | 6,672 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $27.31万 | 0.07% | 3,632 | 3,632 | — | $27.31万 | 新建仓 |
| — | CALAMOS ETF TR | $27.21万 | 0.07% | 10,500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $27.08万 | 0.07% | 10,665 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $26.95万 | 0.07% | 10,665 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $26.40万 | 0.07% | 4,473 | -116 | -2.5% | -$6,847 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.30万 | 0.07% | 1,821 | 161 | 9.7% | $2.33万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $25.57万 | 0.07% | 5,180 | -32 | -0.6% | -$1,580 | 减仓 |
| COP | CONOCOPHILLIPS | $25.02万 | 0.07% | 1,895 | 1,895 | — | $25.02万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $24.78万 | 0.07% | 1,515 | 124 | 8.9% | $2.03万 | 加仓 |
| BE | BLOOM ENERGY CORP | $24.66万 | 0.07% | 1,820 | 1,820 | — | $24.66万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $24.24万 | 0.06% | 2,609 | 2,609 | — | $24.24万 | 新建仓 |
| ORCL | ORACLE CORP | $23.37万 | 0.06% | 1,588 | -456 | -22.3% | -$6.71万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.27万 | 0.06% | 4,635 | 3 | 0.1% | $151 | 重新持有 |
| QXO | QXO INC | $22.64万 | 0.06% | 11,657 | 1,034 | 9.7% | $2.01万 | 加仓 |
| URI | UNITED RENTALS INC | $22.48万 | 0.06% | 309 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $22.13万 | 0.06% | 804 | 804 | — | $22.13万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $22.10万 | 0.06% | 758 | 758 | — | $22.10万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $21.95万 | 0.06% | 3,378 | 3,378 | — | $21.95万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $21.95万 | 0.06% | 7,006 | 4 | 0.1% | $125 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $21.80万 | 0.06% | 1,360 | 1,360 | — | $21.80万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.73万 | 0.06% | 1,132 | 1,132 | — | $21.73万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.68万 | 0.06% | 895 | 77 | 9.4% | $1.87万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $21.38万 | 0.06% | 9,676 | -924 | -8.7% | -$2.04万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $21.15万 | 0.06% | 4,537 | 4,537 | — | $21.15万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $20.70万 | 0.05% | 7,021 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $20.61万 | 0.05% | 1,131 | 1,131 | — | $20.61万 | 新建仓 |
| — | HONEYWELL INTL INC | $20.01万 | 0.05% | 885 | 885 | — | $20.01万 | 新建仓 |
| ELA | ENVELA CORP | $16.66万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| NUAI | NEW ERA ENERGY & DIGITAL INC | $8.12万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $6.47万 | 0.02% | 12,680 | 224 | 1.8% | $1,142 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $3.23万 | 0.01% | 10,510 | 10,510 | — | $3.23万 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -3,372 | -100.0% | -$33.70万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,354 | -100.0% | -$29.07万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -1,928 | -100.0% | -$23.95万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -8,292 | -100.0% | -$20.87万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -12,030 | -100.0% | -$19.84万 | 清仓 |