Adapt Wealth Advisors, LLC
- SEC CIK
- 0002013937
- 最新申報
- 2026/8/12
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/2 申報。只含多頭部位。
- 持股檔數
- 49
- 2023 年第 4 季沒有申報
- 總值
- $1.40 億
- 2023 年第 4 季沒有申報
Adapt Wealth Advisors, LLC 沒有申報 2023 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 38,486 | $2,023 萬 | 14.4% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 210,906 | $1,226 萬 | 8.7% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 64,840 | $1,185 萬 | 8.4% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 185,653 | $846.4 萬 | 6.0% | – | – | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 102,230 | $777.9 萬 | 5.5% | – | – | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 117,352 | $673.4 萬 | 4.8% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 122,556 | $602.5 萬 | 4.3% | – | – | – |
| iShares Tr464288588 | MBS ETF | 61,497 | $568.4 萬 | 4.0% | – | – | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 119,277 | $519.6 萬 | 3.7% | – | – | – |
| VVRInvesco Senior Income Trust | COM | 1,155,498 | $494.6 萬 | 3.5% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 46,670 | $441.6 萬 | 3.1% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 85,364 | $440.5 萬 | 3.1% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 42,675 | $369.9 萬 | 2.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 7,495 | $360.3 萬 | 2.6% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,124 | $352.9 萬 | 2.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 38,728 | $312.3 萬 | 2.2% | – | – | – |
| iShares Tr464287341 | GLOBAL ENERG ETF | 68,487 | $294.2 萬 | 2.1% | – | – | – |
| iShares Tr46435U713 | US INFRASTRUC | 66,500 | $288.3 萬 | 2.1% | – | – | – |
| WMWaste Management Inc | Stock | 12,763 | $272.0 萬 | 1.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 15,055 | $238.2 萬 | 1.7% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8,850 | $186.1 萬 | 1.3% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 12,382 | $117.2 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,081 | $116.2 萬 | 0.8% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,468 | $114.2 萬 | 0.8% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 9,974 | $100.6 萬 | 0.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,037 | $88.5 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,859 | $87.6 萬 | 0.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 5,061 | $86.8 萬 | 0.6% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 1,935 | $84.8 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,455 | $63.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,441 | $62.8 萬 | 0.4% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 9,463 | $56.1 萬 | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,108 | $54.4 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 600 | $54.2 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 5,450 | $52.7 萬 | 0.4% | – | – | 歷史 |
| AFLAflac Inc | Stock | 5,673 | $48.7 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G888 | SHORT TERM ETF | 4,454 | $47.0 萬 | 0.3% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,338 | $39.1 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,086 | $33.8 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 2,556 | $32.1 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 690 | $29.0 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 938 | $28.3 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 627 | $27.8 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 805 | $27.7 萬 | 0.2% | – | – | – |
| HONHoneywell International Inc | COM | 1,251 | $25.7 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 3,462 | $24.8 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 6,350 | $24.8 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 500 | $24.3 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 629 | $24.1 萬 | 0.2% | – | – | 歷史 |