Adapt Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Adapt Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 94 只证券，申报市值合计 3.06 亿美元。前几大持仓：IVV（11.11%）、QQQM（10.79%）、SPMO（7.73%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $34.0M | 11.11% | 45,363 | 减持 |
| 2 | QQQM | INVESCO EXCH TRADED FD TR II | $33.0M | 10.79% | 108,910 | 减持 |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | $23.6M | 7.73% | 146,285 | 减持 |
| 4 | VFLO | VICTORY PORTFOLIOS II | $19.0M | 6.20% | 414,220 | 减持 |
| 5 | SMTH | ALPS ETF TR | $17.6M | 5.75% | 682,887 | 减持 |
| 6 | AIQ | GLOBAL X FDS | $14.0M | 4.59% | 213,783 | 减持 |
| 7 | TXUE | THORNBURG ETF TR | $13.1M | 4.28% | 378,641 | 减持 |
| 8 | PPA | INVESCO EXCHANGE TRADED FD T | $12.5M | 4.09% | 70,753 | 减持 |
| 9 | PAVE | GLOBAL X FDS | $12.4M | 4.06% | 210,835 | 减持 |
| 10 | SMH | VANECK ETF TRUST | $9.9M | 3.24% | 15,118 | 减持 |
| 11 | USTB | VICTORY PORTFOLIOS II | $9.2M | 3.02% | 182,656 | 减持 |
| 12 | PWRD | TCW ETF TRUST | $7.1M | 2.31% | 57,433 | 增持 |
| 13 | VONG | VANGUARD SCOTTSDALE FDS | $5.0M | 1.63% | 39,025 | 减持 |
| 14 | TAFI | AB ACTIVE ETFS INC | $4.8M | 1.58% | 191,528 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $4.6M | 1.50% | 22,960 | 减持 |
| 16 | VOO | VANGUARD INDEX FDS | $4.5M | 1.46% | 6,511 | 减持 |
| 17 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $4.3M | 1.39% | 201,459 | 减持 |
| 18 | QEFA | SPDR INDEX SHS FDS | $3.6M | 1.16% | 37,049 | 减持 |
| 19 | CHW | CALAMOS GBL DYN INCOME FUND | $3.5M | 1.15% | 394,418 | 减持 |
| 20 | VO | VANGUARD INDEX FDS | $3.4M | 1.12% | 42,380 | 增持 |
| 21 | JNJ | JOHNSON & JOHNSON | $3.4M | 1.11% | 13,322 | 减持 |
| 22 | MU | MICRON TECHNOLOGY INC | $3.3M | 1.08% | 2,870 | 减持 |
| 23 | SCHD | SCHWAB STRATEGIC TR | $3.2M | 1.05% | 101,476 | 减持 |
| 24 | ACWX | ISHARES TR | $2.9M | 0.94% | 37,651 | 新建仓 |
| 25 | AAPL | APPLE INC | $2.8M | 0.92% | 9,743 | 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