Adams Wealth Management 13F 持仓 · 2026年Q2
Adams Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 147 只证券，申报市值合计 5.22 亿美元。前几大持仓：SCHX（12.43%）、IVV（5.89%）、EWY（4.24%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $64.9M | 12.43% | 2.2M | 增持 |
| 2 | IVV | ISHARES TR | $30.7M | 5.89% | 41,055 | 减持 |
| 3 | EWY | ISHARES INC | $22.1M | 4.24% | 109,609 | 减持 |
| 4 | GRID | FIRST TR EXCHANGE-TRADED FD | $16.7M | 3.20% | 87,135 | 减持 |
| 5 | VNM | VANECK ETF TRUST | $14.9M | 2.86% | 809,217 | 增持 |
| 6 | EUAD | SPINNAKER ETF SERIES | $14.9M | 2.85% | 353,280 | 增持 |
| 7 | ICVT | ISHARES TR | $14.8M | 2.84% | 121,966 | 减持 |
| 8 | VOO | VANGUARD INDEX FDS | $11.8M | 2.25% | 17,138 | 增持 |
| 9 | CLOA | BLACKROCK ETF TRUST II | $10.8M | 2.07% | 208,208 | 增持 |
| 10 | XSD | SPDR SERIES TRUST | $10.5M | 2.01% | 16,822 | 减持 |
| 11 | SMBS | SCHWAB STRATEGIC TR | $9.8M | 1.87% | 384,412 | 增持 |
| 12 | XLK | SELECT SECTOR SPDR TR | $9.6M | 1.84% | 50,306 | 减持 |
| 13 | SPYM | SPDR SERIES TRUST | $9.3M | 1.78% | 105,611 | 增持 |
| 14 | EWP | ISHARES INC | $8.7M | 1.66% | 146,251 | 减持 |
| 15 | EWI | ISHARES INC | $8.6M | 1.65% | 145,167 | 减持 |
| 16 | SOXX | ISHARES TR | $8.6M | 1.65% | 13,467 | 减持 |
| 17 | SVXY | PROSHARES TR II | $8.3M | 1.60% | 145,669 | 新建仓 |
| 18 | VV | VANGUARD INDEX FDS | $8.3M | 1.59% | 24,209 | 减持 |
| 19 | XCCC | BONDBLOXX ETF TRUST | $8.3M | 1.59% | 227,771 | 增持 |
| 20 | FTEC | FIDELITY COVINGTON TRUST | $8.0M | 1.53% | 28,012 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $7.8M | 1.50% | 39,193 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $7.2M | 1.38% | 19,388 | 增持 |
| 23 | FTSL | FIRST TR EXCHANGE-TRADED FD | $7.0M | 1.35% | 157,438 | 增持 |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | $7.0M | 1.34% | 83,265 | 减持 |
| 25 | JBBB | JANUS DETROIT STR TR | $6.5M | 1.25% | 138,199 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR