Trask Adam Roland
GRAND RAPIDS MI · SEC CIK 0002109050
$1.06亿2026Q1 申报市值
190持仓数
49.0%前十大占比 · 第一大 7.2%
0 / 0新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $764.14万 | 7.23% | 8,308 | — | — | — | — |
| LEU | CENTRUS ENERGY CORP | $717.45万 | 6.79% | 41,330 | — | — | — | — |
| GSST | GOLDMAN SACHS ETF TR | $565.82万 | 5.35% | 111,933 | — | — | — | — |
| NVDA | NVIDIA CORPORATION | $561.71万 | 5.32% | 32,208 | — | — | — | — |
| AMZN | AMAZON COM INC | $532.75万 | 5.04% | 25,580 | — | — | — | — |
| MSFT | MICROSOFT CORP | $517.72万 | 4.90% | 13,986 | — | — | — | — |
| AAPL | APPLE INC | $443.37万 | 4.20% | 17,470 | — | — | — | — |
| SYK | STRYKER CORPORATION | $396.84万 | 3.76% | 12,077 | — | — | — | — |
| UPS | UNITED PARCEL SVCS INC | $345.18万 | 3.27% | 35,086 | — | — | — | — |
| HNI | HNI CORP | $328.97万 | 3.11% | 98,524 | — | — | — | — |
| ABBV | ABBVIE INC | $282.80万 | 2.68% | 13,003 | — | — | — | — |
| GOOGL | ALPHABET INC | $274.99万 | 2.60% | 9,563 | — | — | — | — |
| CEG | CONSTELLATION ENERGY CORP | $255.01万 | 2.41% | 9,132 | — | — | — | — |
| SMR | NUSCALE PWR CORP | $199.43万 | 1.89% | 183,975 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $188.61万 | 1.78% | 7,716 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $182.93万 | 1.73% | 7,547 | — | — | — | — |
| FLDR | FIDELITY MERRIMACK STR TR | $182.40万 | 1.73% | 36,444 | — | — | — | — |
| VST | VISTRA CORP | $161.06万 | 1.52% | 10,714 | — | — | — | — |
| GPIX | GOLDMAN SACHS ETF TR | $156.50万 | 1.48% | 31,275 | — | — | — | — |
| XYL | XYLEM INC | $134.83万 | 1.28% | 11,283 | — | — | — | — |
| GOOG | ALPHABET INC | $126.65万 | 1.20% | 4,415 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $116.34万 | 1.10% | 3,955 | — | — | — | — |
| PFFA | ETFIS SER TR I | $115.26万 | 1.09% | 56,609 | — | — | — | — |
| ABT | ABBOTT LABORATORIES | $105.82万 | 1.00% | 10,307 | — | — | — | — |
| COST | COSTCO WHOLESALE CORPORATION | $105.52万 | 1.00% | 1,059 | — | — | — | — |
| ECL | ECOLAB INC | $102.82万 | 0.97% | 3,865 | — | — | — | — |
| CLH | CLEAN HARBORS INC | $102.65万 | 0.97% | 3,580 | — | — | — | — |
| WMT | WALMART INC | $101.56万 | 0.96% | 8,172 | — | — | — | — |
| — | DBX ETF TR | $97.66万 | 0.92% | 22,000 | — | — | — | — |
| — | DBX ETF TR | $97.63万 | 0.92% | 32,375 | — | — | — | — |
| NFLT | ETFIS SER TR I | $90.77万 | 0.86% | 39,900 | — | — | — | — |
| OKLO | OKLO INC | $89.28万 | 0.84% | 18,003 | — | — | — | — |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $88.65万 | 0.84% | 43,500 | — | — | — | — |
| WFC | WELLS FARGO & CO | $84.98万 | 0.80% | 10,675 | — | — | — | — |
| CAIE | CALAMOS ETF TR | $83.21万 | 0.79% | 33,100 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $83.21万 | 0.79% | 3,075 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $82.09万 | 0.78% | 1,670 | — | — | — | — |
| TSLA | TESLA INC | $79.93万 | 0.76% | 2,150 | — | — | — | — |
| MP | MP MATERIALS CORP | $74.68万 | 0.71% | 15,475 | — | — | — | — |
| JPST | J P MORGAN EXCHANGE TRADED F | $73.64万 | 0.70% | 14,550 | — | — | — | — |
| CLS | CELESTICA INC | $70.42万 | 0.67% | 2,500 | — | — | — | — |
| TGT | TARGET CORP | $70.30万 | 0.67% | 5,800 | — | — | — | — |
| PGX | INVESCO EXCH TRADED FD TR II | $69.84万 | 0.66% | 64,188 | — | — | — | — |
| JCPB | J P MORGAN EXCHANGE TRADED F | $61.67万 | 0.58% | 13,100 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.22万 | 0.55% | 3,980 | — | — | — | — |
| META | META PLATFORMS INC | $55.10万 | 0.52% | 963 | — | — | — | — |
| PHO | INVESCO EXCHANGE TRADED FD T | $53.49万 | 0.51% | 8,000 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $47.92万 | 0.45% | 1,000 | — | — | — | — |
| FITB | FIFTH THIRD BANCORP | $46.46万 | 0.44% | 10,000 | — | — | — | — |
| XLK | SELECT SECTOR SPDR TR | $45.36万 | 0.43% | 3,413 | — | — | — | — |
| ORCL | ORACLE CORP | $41.31万 | 0.39% | 2,808 | — | — | — | — |
| PNFP | PINNACLE FINL PARTNERS INC | $33.59万 | 0.32% | 3,900 | — | — | — | — |
| PFF | ISHARES TR | $31.80万 | 0.30% | 10,488 | — | — | — | — |
| AMLP | ALPS ETF TR | $29.45万 | 0.28% | 5,594 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $28.45万 | 0.27% | 1,970 | — | — | — | — |
| AES | AES CORP | $27.48万 | 0.26% | 19,500 | — | — | — | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.37万 | 0.23% | 4,300 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $22.89万 | 0.22% | 1,125 | — | — | — | — |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.70万 | 0.21% | 6,000 | — | — | — | — |
| RTX | RTX CORPORATION | $22.67万 | 0.21% | 1,175 | — | — | — | — |
| ET | ENERGY TRANSFER L P | $22.08万 | 0.21% | 11,441 | — | — | — | — |
| PRU | PRUDENTIAL FINL INC | $21.24万 | 0.20% | 2,174 | — | — | — | — |
| TFC | TRUIST FINL CORP | $21.15万 | 0.20% | 4,600 | — | — | — | — |
| BAC | BANK AMERICA CORP | $17.06万 | 0.16% | 3,500 | — | — | — | — |
| — | BLACKROCK MUNIYIELD MICH QU | $16.63万 | 0.16% | 14,000 | — | — | — | — |
| KEY | KEYCORP | $15.04万 | 0.14% | 7,500 | — | — | — | — |
| UBSI | UNITED BANKSHARES INC WEST V | $14.68万 | 0.14% | 3,544 | — | — | — | — |
| HD | HOME DEPOT INC | $13.16万 | 0.12% | 400 | — | — | — | — |
| EMR | EMERSON ELEC CO | $13.10万 | 0.12% | 1,000 | — | — | — | — |
| XLV | SELECT SECTOR SPDR TR | $12.95万 | 0.12% | 883 | — | — | — | — |
| XLI | SELECT SECTOR SPDR TR | $11.22万 | 0.11% | 694 | — | — | — | — |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $11.02万 | 0.10% | 1,758 | — | — | — | — |
| IRDM | IRIDIUM COMMUNICATIONS INC | $10.64万 | 0.10% | 3,836 | — | — | — | — |
| OHI | OMEGA HEALTHCARE INVS INC | $10.52万 | 0.10% | 2,400 | — | — | — | — |
| IVW | ISHARES TR | $9.61万 | 0.09% | 850 | — | — | — | — |
| XLC | SELECT SECTOR SPDR TR | $9.27万 | 0.09% | 836 | — | — | — | — |
| — | EXXON MOBIL CORP | $9.01万 | 0.09% | 531 | — | — | — | — |
| GEV | GE VERNOVA INC | $8.73万 | 0.08% | 100 | — | — | — | — |
| MCO | MOODYS CORP | $8.72万 | 0.08% | 200 | — | — | — | — |
| SCHX | SCHWAB STRATEGIC TR | $8.71万 | 0.08% | 3,397 | — | — | — | — |
| V | VISA INC | $8.46万 | 0.08% | 280 | — | — | — | — |
| GLD | SPDR GOLD TR | $8.30万 | 0.08% | 193 | — | — | — | — |
| HBAN | HUNTINGTON BANCSHARES INC | $8.29万 | 0.08% | 5,300 | — | — | — | — |
| VGT | VANGUARD WORLD FD | $8.23万 | 0.08% | 118 | — | — | — | — |
| HOOD | ROBINHOOD MKTS INC | $8.21万 | 0.08% | 1,184 | — | — | — | — |
| CSX | CSX CORP | $8.00万 | 0.08% | 1,950 | — | — | — | — |
| AIQ | GLOBAL X FDS | $7.22万 | 0.07% | 1,547 | — | — | — | — |
| AJG | GALLAGHER ARTHUR J & CO | $7.19万 | 0.07% | 332 | — | — | — | — |
| WAL | WESTERN ALLIANCE BANCORP | $7.08万 | 0.07% | 1,000 | — | — | — | — |
| NOC | NORTHROP GRUMMAN CORP | $6.82万 | 0.06% | 100 | — | — | — | — |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $6.76万 | 0.06% | 750 | — | — | — | — |
| DIS | DISNEY WALT CO | $6.75万 | 0.06% | 700 | — | — | — | — |
| DGRO | ISHARES TR | $6.67万 | 0.06% | 950 | — | — | — | — |
| IJH | ISHARES TR | $6.62万 | 0.06% | 980 | — | — | — | — |
| RSG | REPUBLIC SVCS INC | $6.57万 | 0.06% | 300 | — | — | — | — |
| QQQ | INVESCO QQQ TR | $6.35万 | 0.06% | 110 | — | — | — | — |
| JBND | J P MORGAN EXCHANGE TRADED F | $6.18万 | 0.06% | 1,150 | — | — | — | — |
| PFFD | GLOBAL X FDS | $5.98万 | 0.06% | 3,252 | — | — | — | — |
| — | PROSHARES TR | $5.94万 | 0.06% | 5,107 | — | — | — | — |
| — | GLOBAL X FDS | $5.81万 | 0.05% | 3,075 | — | — | — | — |