ADX — Adams Diversified Equity Fd 机构持仓 · 2026年Q3
谁持有 Adams Diversified Equity Fd（ADX）？2026年Q3（报告期截至 2026-09-30）共有 12 家机构在 SEC 13F 申报中报告持有，合计 334.41 万美元。前几大持有机构：MassMutual Private Wealth & Trust, FSB（120.00 万美元）、RFG - Bristol Wealth Advisors, LLC（98.86 万美元）、Venture Visionary Partners LLC（42.61 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | MassMutual Private Wealth & Trust, FSB | $1.2M | 45,790 | 增持 |
| 2 | RFG - Bristol Wealth Advisors, LLC | $988,603 | 38,512 | 持平 |
| 3 | Venture Visionary Partners LLC | $426,067 | 16,597 | 新建仓 |
| 4 | Post Resch Tallon Group Inc. | $256,189 | 9,980 | 增持 |
| 5 | GoalVest Advisory LLC | $234,086 | 9,119 | 减持 |
| 6 | FIRST COMMUNITY TRUST NA | $120,136 | 4,680 | 持平 |
| 7 | Farther Finance Advisors, LLC | $78,448 | 3,056 | 增持 |
| 8 | ATWOOD & PALMER INC | $27,134 | 1,057 | 持平 |
| 9 | Bangor Savings Bank | $16,249 | 633 | 持平 |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $12,835 | 500 | 持平 |
| 11 | GK Wealth Management LLC | $6,161 | 240 | 新建仓 |
| 12 | CoreCap Advisors, LLC | $2,721 | 106 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30