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ADAPT WEALTH ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
ADAPT WEALTH ADVISORS, LLC
报告期 2026-03-31 · CIK 0002013937
持仓数
106
前50大市值合计
$256.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 106 项
建仓 50
增持 32
减持 19
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$13.3M
109,570
清仓
TLT
ISHARES TR
-$10.9M
0
-100%
清仓
QUAL
ISHARES TR
-$9.8M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
AIQ
GLOBAL X FDS
+$9.6M
193,703
清仓
FLQM
FRANKLIN TEMPLETON ETF TR
-$9.1M
0
-100%
清仓
IAK
ISHARES TR
-$8.6M
0
-100%
清仓
EPI
WISDOMTREE TR
-$8.2M
0
-100%
减持
VVR
INVESCO SR INCOME TR
-$8.1M
16,654
-99%
建仓
SMH
VANECK ETF TRUST
+$5.3M
16,370
建仓
PWRD
TCW ETF TRUST
+$5.0M
51,393
增持
TXUE
THORNBURG ETF TR
+$5.0M
353,738
+82%
增持
IGIB
ISHARES TR
+$4.5M
269,468
+42%
增持
NVDA
NVIDIA CORPORATION
+$3.8M
26,973
+243%
增持
TAFI
AB ACTIVE ETFS INC
+$3.8M
156,643
+1724%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.2M
96,743
+6%
建仓
CDX
SIMPLIFY EXCHANGE TRADED FUN
+$2.8M
123,857
建仓
FSK
FS KKR CAP CORP
+$2.7M
179,678
建仓
CHW
CALAMOS GBL DYN INCOME FUND
+$2.6M
348,930
建仓
IOO
ISHARES TR
+$2.3M
19,321
建仓
XLK
SELECT SECTOR SPDR TR
+$2.2M
7,634
增持
AAPL
APPLE INC
+$2.0M
12,931
+107%
增持
SMTH
ALPS ETF TR
+$1.8M
672,551
+10%
减持
IVV
ISHARES TR
+$1.7M
44,051
-2%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$1.7M
16,165
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$1.7M
34,709
增持
META
META PLATFORMS INC
+$1.7M
2,793
+418%
建仓
BGH
BARINGS GLOBAL SHORT DURATIO
+$1.4M
88,800
建仓
GOOGL
ALPHABET INC
+$1.3M
5,488
增持
VFLO
VICTORY PORTFOLIOS II
+$1.3M
397,159
+3%
建仓
BGX
BLACKSTONE LONG SHORT CR INC
+$1.3M
105,655
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$1.1M
7,947
增持
PAVE
GLOBAL X FDS
+$1.1M
204,207
+3%
建仓
ETG
EATON VANCE TX ADV GLBL DIV
+$1.0M
48,425
建仓
GARP
ISHARES TR
+$1.0M
15,558
建仓
CLS
CELESTICA INC
+$969.5K
3,935
建仓
XPHDX
PIONEER FLOATING RATE FUND I
+$877.8K
88,137
建仓
PFFA
ETFIS SER TR I
+$835.6K
38,490
建仓
XEADX
ALLSPRING INCOME OPPORTUNIT
+$758.8K
108,245
建仓
SEVN
SEVEN HILLS REALTY TRUST
+$731.9K
70,985
建仓
XLGIX
LAZARD GLOBAL TOTAL RETURN &
+$626.7K
36,225
建仓
JRI
NUVEEN REAL ASSET INCOME & G
+$571.5K
40,105
增持
JNJ
JOHNSON & JOHNSON
+$552.9K
16,581
+0%
增持
MSFT
MICROSOFT CORP
+$520.3K
2,030
+90%
减持
VONG
VANGUARD SCOTTSDALE FDS
+$442.8K
39,796
-0%
建仓
LRN
STRIDE INC
+$411.8K
2,765
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$406.9K
2,422
建仓
XAGDX
ABRDN GLOBAL DYNAMIC DIVIDEN
+$397.6K
29,851
建仓
JPM
JPMORGAN CHASE & CO.
+$392.7K
1,245
建仓
RLTY
COHEN & STEERS REAL ESTATE O
+$359.3K
23,515
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$357.4K
5,499
建仓
PULS
PGIM ETF TR
+$345.9K
6,942
建仓
GOOG
ALPHABET INC
+$323.7K
1,329
增持
AMZN
AMAZON COM INC
+$313.3K
7,399
+24%
建仓
NVO
NOVO-NORDISK A S
+$304.4K
5,485
建仓
AVGO
BROADCOM INC
+$287.5K
872
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$284.7K
14,874
增持
OTF
BLUE OWL TECHNOLOGY FIN CORP
+$270.4K
35,113
+149%
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$246.8K
9,900
增持
QQQ
INVESCO QQQ TR
+$246.7K
987
+57%
建仓
PSIX
POWER SOLUTIONS INTL INC
+$246.0K
2,505
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$235.5K
2,073
建仓
APP
APPLOVIN CORP
+$233.5K
325
建仓
ENB
ENBRIDGE INC
+$220.4K
4,368
建仓
DLAG
FIRST TR EXCHNG TRADED FD VI
+$214.5K
7,000
建仓
WBD
WARNER BROS DISCOVERY INC
+$210.5K
10,777
建仓
LNT
ALLIANT ENERGY CORP
+$204.6K
3,035
建仓
WPC
WP CAREY INC
+$202.3K
2,994
增持
USTB
VICTORY PORTFOLIOS II
+$191.6K
172,138
+2%
建仓
BTZ
BLACKROCK CR ALLOCATION INCO
+$165.8K
15,000
建仓
XJQCX
NUVEEN CR STRATEGIES INCOME
+$152.3K
28,900
增持
HD
HOME DEPOT INC
+$141.0K
1,304
+23%
增持
GLW
CORNING INC
+$135.9K
4,615
+0%
增持
LLY
ELI LILLY & CO
+$134.1K
1,649
+14%
增持
IYW
ISHARES TR
+$130.6K
4,556
+4%
建仓
NML
NEUBERGER BERMAN ENERGY INFR
+$129.5K
14,850
建仓
IMMR
IMMERSION CORP
+$119.6K
16,300
增持
ORCL
ORACLE CORP
+$118.5K
1,868
+0%
减持
VOO
VANGUARD INDEX FDS
+$104.8K
6,641
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$100.4K
493
+34%
减持
VO
VANGUARD INDEX FDS
+$99.1K
13,110
-2%
减持
COWZ
PACER FDS TR
-$89.4K
12,961
-14%
增持
WM
WASTE MGMT INC DEL
-$83.4K
10,565
+0%
建仓
EDD
MORGAN STANLEY EMERGING MKTS
+$82.3K
15,300
减持
SCHD
SCHWAB STRATEGIC TR
+$82.3K
105,685
-0%
减持
QEFA
SPDR INDEX SHS FDS
+$66.9K
39,620
-1%
增持
SO
SOUTHERN CO
+$59.7K
19,685
+0%
增持
BX
BLACKSTONE INC
+$51.7K
1,572
+8%
增持
—
EXXON MOBIL CORP
+$51.4K
5,622
+4%
增持
DUK
DUKE ENERGY CORP NEW
+$51.0K
6,753
+2%
减持
CRM
SALESFORCE INC
-$49.8K
1,226
-2%
增持
WMT
WALMART INC
+$41.5K
3,105
+9%
增持
PEP
PEPSICO INC
+$40.1K
3,139
+3%
减持
GBIL
GOLDMAN SACHS ETF TR
-$34.0K
3,320
-9%
建仓
DHY
CREDIT SUISSE HIGH YIELD CRE
+$30.9K
15,000
减持
AFL
AFLAC INC
-$29.7K
7,623
-9%
减持
VB
VANGUARD INDEX FDS
+$28.2K
2,013
-1%
减持
TFC
TRUIST FINL CORP
+$25.7K
19,092
-3%
减持
XLU
SELECT SECTOR SPDR TR
-$24.0K
11,342
-9%
减持
IWM
ISHARES TR
+$23.3K
6,305
-9%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$22.8K
67,715
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$21.6K
3,339
-2%
减持
VUG
VANGUARD INDEX FDS
-$18.8K
693
-13%
增持
HON
HONEYWELL INTL INC
-$17.0K
1,106
+3%
增持
PG
PROCTER AND GAMBLE CO
-$14.2K
2,737
+0%
增持
GPN
GLOBAL PMTS INC
+$9.0K
2,678
+0%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$2.8K
8,360
-6%
