ADAPT WEALTH ADVISORS, LLC
ATLANTA GA · SEC CIK 0002013937
$2.76亿2026Q1 申报市值
106持仓数
59.2%前十大占比 · 第一大 10.9%
4 / 7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
TAFI 加仓+$279.99万
OTF 加仓+$100.38万
SPMO 加仓+$87.25万
IVV 加仓+$85.57万
QQQM 加仓+$78.30万
2026Q1 卖出最多 按季末市值估算
IGIB 减仓-$1,336.57万
SMH 减仓-$71.81万
ETG 减仓-$49.02万
PPA 减仓-$33.99万
AAPL 减仓-$32.41万
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 |
|---|---|---|---|---|---|---|---|---|
| PDI | PIMCO DYNAMIC INCOME FD | $20.14万 | 0.07% | 11,769 | 939 | 8.7% | $1.61万 | 加仓 |
| VVR | INVESCO SR INCOME TR | $18.62万 | 0.07% | 57,833 | -3,825 | -6.2% | -$1.23万 | 减仓 |
| — | COHEN & STEERS REAL ESTATE O | $18.60万 | 0.07% | 12,790 | -4,625 | -26.6% | -$6.72万 | 减仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $13.66万 | 0.05% | 13,000 | 0 | 0.0% | — | 不变 |
| — | MFS HIGH INCOME MUN TR | $4.01万 | 0.01% | 10,800 | 10,800 | — | $4.01万 | 新建仓 |
| — | CREDIT SUISSE HIGH YIELD CRE | $2.85万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -10,884 | -100.0% | -$31.37万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -348 | -100.0% | -$23.45万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,470 | -100.0% | -$22.66万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -985 | -100.0% | -$21.39万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -459 | -100.0% | -$20.64万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -2,638 | -100.0% | -$20.42万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -678 | -100.0% | -$20.08万 | 清仓 |