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 |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | $4,331.57万 | 11.45% | 1,077,772 | 38,478 | 3.7% | $154.64万 | 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 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,213.71万 | 8.49% | 135,246 | 4,333 | 3.3% | $102.96万 | 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 |
| FMDE | FIDELITY COVINGTON TRUST | $2,162.96万 | 5.72% | 601,489 | 41,817 | 7.5% | $150.37万 | 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 |
| PPH | VANECK ETF TRUST | $1,545.85万 | 4.09% | 148,811 | 5,766 | 4.0% | $59.90万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,315.41万 | 3.48% | 428,752 | -24,128 | -5.3% | -$74.02万 | 减仓 |
| UTES | ETFIS SER TR I | $1,269.66万 | 3.36% | 158,906 | 12,356 | 8.4% | $98.72万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,257.23万 | 3.32% | 252,406 | 28,975 | 13.0% | $144.32万 | 加仓 |
| FRDM | EA SERIES TRUST | $1,249.50万 | 3.30% | 228,637 | 228,637 | — | $1,249.50万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $873.23万 | 2.31% | 390,884 | -37,688 | -8.8% | -$84.19万 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $864.59万 | 2.29% | 455,046 | 9,843 | 2.2% | $18.70万 | 加仓 |
| AVDS | AMERICAN CENTY ETF TR | $859.88万 | 2.27% | 119,677 | 119,677 | — | $859.88万 | 新建仓 |
| AAPL | APPLE INC | $651.07万 | 1.72% | 25,654 | -602 | -2.3% | -$15.28万 | 减仓 |
| HEFA | ISHARES TR | $597.35万 | 1.58% | 140,570 | -7,591 | -5.1% | -$32.26万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $497.11万 | 1.31% | 48,091 | -2,742 | -5.4% | -$28.34万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $486.63万 | 1.29% | 147,688 | -280,895 | -65.5% | -$925.55万 | 减仓 |
| IHDG | WISDOMTREE TR | $433.30万 | 1.15% | 89,990 | -6,648 | -6.9% | -$32.01万 | 减仓 |
| — | EXXON MOBIL CORP | $372.62万 | 0.98% | 21,963 | 581 | 2.7% | $9.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $359.10万 | 0.95% | 20,590 | 226 | 1.1% | $3.94万 | 加仓 |
| QQQ | INVESCO QQQ TR | $342.31万 | 0.90% | 5,931 | -250 | -4.0% | -$14.43万 | 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 |
| WMT | WALMART INC | $278.50万 | 0.74% | 22,409 | -305 | -1.3% | -$3.79万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $268.74万 | 0.71% | 53,101 | 1,376 | 2.7% | $6.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $262.67万 | 0.69% | 7,096 | 445 | 6.7% | $16.47万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $257.87万 | 0.68% | 4,315 | 314 | 7.8% | $18.77万 | 加仓 |
| AMZN | AMAZON COM INC | $246.74万 | 0.65% | 11,847 | 939 | 8.6% | $19.56万 | 加仓 |
| HYS | PIMCO ETF TR | $244.28万 | 0.65% | 26,190 | 2,590 | 11.0% | $24.16万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $210.00万 | 0.56% | 83,881 | 43,291 | 106.7% | $108.38万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $198.82万 | 0.53% | 85,625 | 8,418 | 10.9% | $19.55万 | 加仓 |
| OKE | ONEOK INC NEW | $189.24万 | 0.50% | 20,936 | 1,795 | 9.4% | $16.22万 | 加仓 |
| IQLT | ISHARES TR | $155.66万 | 0.41% | 33,672 | -1,105 | -3.2% | -$5.11万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $153.76万 | 0.41% | 30,160 | -11,813 | -28.1% | -$60.22万 | 减仓 |
| KR | KROGER CO | $141.77万 | 0.37% | 19,592 | 65 | 0.3% | $4,703 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $134.15万 | 0.35% | 9,150 | -377 | -4.0% | -$5.53万 | 减仓 |
| SLV | ISHARES SILVER TR | $129.31万 | 0.34% | 18,977 | 5,748 | 43.4% | $39.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $109.93万 | 0.29% | 5,404 | -3 | -0.1% | -$610 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $109.33万 | 0.29% | 35,313 | -59 | -0.2% | -$1,827 | 减仓 |
| META | META PLATFORMS INC | $99.71万 | 0.26% | 1,743 | 45 | 2.7% | $2.57万 | 加仓 |
| EVRG | EVERGY INC | $98.20万 | 0.26% | 11,987 | -6,743 | -36.0% | -$55.24万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $97.59万 | 0.26% | 22,940 | 1,373 | 6.4% | $5.84万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $97.09万 | 0.26% | 15,151 | 183 | 1.2% | $1.17万 | 加仓 |
| TSLA | TESLA INC | $94.13万 | 0.25% | 2,532 | 377 | 17.5% | $14.01万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $92.86万 | 0.25% | 20,769 | 252 | 1.2% | $1.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $87.71万 | 0.23% | 3,054 | 19 | 0.6% | $5,457 | 加仓 |
| CAT | CATERPILLAR INC | $83.34万 | 0.22% | 1,176 | 49 | 4.3% | $3.47万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $81.25万 | 0.21% | 30,929 | 5,429 | 21.3% | $14.26万 | 加仓 |
| DE | DEERE & CO | $80.23万 | 0.21% | 1,424 | 4 | 0.3% | $2,254 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $78.25万 | 0.21% | 3,201 | 131 | 4.3% | $3.20万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $77.65万 | 0.21% | 16,070 | 137 | 0.9% | $6,620 | 加仓 |
| GLD | SPDR GOLD TR | $76.98万 | 0.20% | 1,789 | 195 | 12.2% | $8.39万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $74.90万 | 0.20% | 22,178 | 4,062 | 22.4% | $13.72万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $73.62万 | 0.19% | 2,295 | -232 | -9.2% | -$7.44万 | 减仓 |
| MMM | 3M CO | $71.27万 | 0.19% | 4,907 | -73 | -1.5% | -$1.06万 | 减仓 |
| GOOG | ALPHABET INC | $66.93万 | 0.18% | 2,333 | 650 | 38.6% | $18.65万 | 加仓 |
| DLN | WISDOMTREE TR | $66.70万 | 0.18% | 7,467 | -367 | -4.7% | -$3.28万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.54万 | 0.17% | 1,008 | -234 | -18.8% | -$15.21万 | 减仓 |
| GOOGL | ALPHABET INC | $62.64万 | 0.17% | 2,178 | 470 | 27.5% | $13.52万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $62.46万 | 0.17% | 16,180 | 6,691 | 70.5% | $25.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $61.94万 | 0.16% | 1,833 | 441 | 31.7% | $14.90万 | 加仓 |
| BAC | BANK AMERICA CORP | $59.93万 | 0.16% | 12,294 | 841 | 7.3% | $4.10万 | 加仓 |
| NUE | NUCOR CORP | $59.12万 | 0.16% | 3,496 | 148 | 4.4% | $2.50万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $56.33万 | 0.15% | 24,547 | 4,529 | 22.6% | $10.39万 | 加仓 |
| NFLX | NETFLIX INC. | $55.27万 | 0.15% | 5,748 | 621 | 12.1% | $5.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $54.30万 | 0.14% | 2,625 | 467 | 21.6% | $9.66万 | 加仓 |
| LOW | LOWES COS INC | $53.80万 | 0.14% | 2,277 | 75 | 3.4% | $1.77万 | 加仓 |
| BA | BOEING CO | $53.62万 | 0.14% | 2,694 | -54 | -2.0% | -$1.07万 | 减仓 |
| GEV | GE VERNOVA INC | $51.43万 | 0.14% | 589 | 3 | 0.5% | $2,620 | 加仓 |
| VB | VANGUARD INDEX FDS | $51.25万 | 0.14% | 1,957 | 53 | 2.8% | $1.39万 | 加仓 |
| FSK | FS KKR CAP CORP | $50.91万 | 0.13% | 50,014 | 996 | 2.0% | $1.01万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $50.61万 | 0.13% | 1,720 | 4 | 0.2% | $1,177 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.56万 | 0.13% | 1,496 | 97 | 6.9% | $3.28万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.33万 | 0.13% | 3,372 | 1,956 | 138.1% | $28.61万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $48.57万 | 0.13% | 17,348 | -2,088 | -10.7% | -$5.85万 | 减仓 |
| PEP | PEPSICO INC | $47.52万 | 0.13% | 3,060 | 62 | 2.1% | $9,629 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $44.83万 | 0.12% | 3,373 | -44 | -1.3% | -$5,848 | 减仓 |
| MRK | MERCK & CO INC | $43.49万 | 0.11% | 3,615 | 117 | 3.3% | $1.41万 | 加仓 |
| SMMV | ISHARES TR | $43.24万 | 0.11% | 9,915 | 33 | 0.3% | $1,439 | 加仓 |
| LLY | ELI LILLY & CO | $43.03万 | 0.11% | 468 | 35 | 8.1% | $3.22万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $42.47万 | 0.11% | 1,955 | 19 | 1.0% | $4,128 | 加仓 |
| ABBV | ABBVIE INC | $41.89万 | 0.11% | 1,926 | 117 | 6.5% | $2.55万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $41.45万 | 0.11% | 15,266 | -3,428 | -18.3% | -$9.31万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $41.17万 | 0.11% | 11,184 | 153 | 1.4% | $5,632 | 加仓 |
| SDY | SPDR SERIES TRUST | $40.90万 | 0.11% | 2,802 | -185 | -6.2% | -$2.70万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $40.88万 | 0.11% | 12,251 | 0 | 0.0% | — | 不变 |
| JPME | J P MORGAN EXCHANGE TRADED F | $40.43万 | 0.11% | 3,530 | -8 | -0.2% | -$916 | 减仓 |
| KO | COCA COLA CO | $37.73万 | 0.10% | 4,961 | -124 | -2.4% | -$9,430 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $37.41万 | 0.10% | 619 | 42 | 7.3% | $2.54万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $36.87万 | 0.10% | 14,689 | -378 | -2.5% | -$9,488 | 减仓 |
| QUAL | ISHARES TR | $36.06万 | 0.10% | 1,880 | 2 | 0.1% | $384 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $35.58万 | 0.09% | 357 | 22 | 6.6% | $2.19万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $35.46万 | 0.09% | 4,398 | 12 | 0.3% | $967 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $34.21万 | 0.09% | 6,798 | 33 | 0.5% | $1,661 | 加仓 |
| ECL | ECOLAB INC | $34.16万 | 0.09% | 1,284 | 75 | 6.2% | $2.00万 | 加仓 |
| IVV | ISHARES TR | $32.55万 | 0.09% | 498 | 103 | 26.1% | $6.73万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $31.66万 | 0.08% | 9,563 | 9,563 | — | $31.66万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $31.64万 | 0.08% | 10,863 | -45 | -0.4% | -$1,311 | 减仓 |
| IEFA | ISHARES TR | $31.21万 | 0.08% | 3,448 | 818 | 31.1% | $7.41万 | 加仓 |
| VGT | VANGUARD WORLD FD | $31.20万 | 0.08% | 447 | -21 | -4.5% | -$1.47万 | 减仓 |