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Morris Retirement Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Morris Retirement Advisors, LLC
报告期 2026-03-31 · CIK 0001841816
持仓数
142
前50大市值合计
$213.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q4
23Q3
23Q2
23Q1
22Q4
21Q4
22Q4 调仓
2021-12-31 → 2022-12-31 · 共 147 项
建仓 30
增持 38
减持 35
清仓 44
方向
标的
Δ市值
现股数(环比)
建仓
DJD
INVESCO EXCHANGE TRADED FD T
+$5.5M
124,855
建仓
XLP
SELECT SECTOR SPDR TR
+$4.3M
57,838
清仓
RSPS
INVESCO EXCHANGE TRADED FD T
-$4.2M
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
VONV
VANGUARD SCOTTSDALE FDS
+$3.8M
57,252
建仓
ITA
ISHARES TR
+$3.7M
33,079
清仓
BBEU
J P MORGAN EXCHANGE-TRADED F
-$3.5M
0
-100%
清仓
ISTB
ISHARES TR
-$3.4M
0
-100%
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$3.4M
0
-100%
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$3.1M
0
-100%
增持
IYH
ISHARES TR
+$3.0M
12,341
+625%
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$2.8M
0
-100%
建仓
EWZ
ISHARES INC
+$2.4M
84,574
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$2.1M
0
-100%
清仓
FTQI
FIRST TR EXCHANGE-TRADED FD
-$1.9M
0
-100%
增持
SHYG
ISHARES TR
+$1.7M
100,568
+85%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$1.6M
189,120
+26%
增持
FLOT
ISHARES TR
+$1.5M
122,349
+32%
减持
AAPL
APPLE INC
-$1.2M
20,014
-7%
清仓
NVDA
NVIDIA CORPORATION
-$1.2M
0
-100%
增持
AMZN
AMAZON COM INC
-$1.1M
7,869
+1382%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.1M
97,391
+38%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$1.1M
113,070
+60%
增持
STIP
ISHARES TR
+$954.0K
43,410
+41%
建仓
SPYV
SPDR SER TR
+$905.0K
23,270
清仓
DIS
DISNEY WALT CO
-$886.0K
0
-100%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$824.9K
5,440
-75%
增持
IVV
ISHARES TR
+$773.3K
2,593
+455%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$741.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$728.4K
9,070
+104%
增持
IGSB
ISHARES TR
+$679.2K
69,796
+34%
清仓
TGT
TARGET CORP
-$674.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$637.6K
9,763
+10%
建仓
WMT
WALMART INC
+$616.9K
4,351
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$600.2K
11,972
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$568.4K
4,024
增持
JPM
JPMORGAN CHASE & CO
+$566.4K
7,803
+158%
增持
MRK
MERCK & CO INC
+$561.4K
7,367
+120%
建仓
DJUN
FIRST TR EXCHNG TRADED FD VI
+$549.5K
17,007
清仓
URI
UNITED RENTALS INC
-$541.0K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$527.8K
4,535
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$512.0K
0
-100%
建仓
MTB
M & T BK CORP
+$507.7K
3,500
建仓
—
BLACKROCK INC
+$496.6K
701
建仓
LMT
LOCKHEED MARTIN CORP
+$491.4K
1,010
减持
QCOM
QUALCOMM INC
-$467.7K
3,495
-25%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$451.2K
1,461
增持
UNH
UNITEDHEALTH GROUP INC
+$448.5K
3,894
+21%
减持
XLE
SELECT SECTOR SPDR TR
+$444.3K
58,400
-31%
清仓
GOOG
ALPHABET INC
-$443.0K
0
-100%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$397.1K
71,924
+5%
建仓
NTR
NUTRIEN LTD
+$388.6K
5,321
建仓
AAP
ADVANCE AUTO PARTS INC
+$384.9K
2,618
增持
QUAL
ISHARES TR
-$357.8K
33,996
+17%
建仓
MOS
MOSAIC CO NEW
+$343.2K
7,823
清仓
IVW
ISHARES TR
-$340.0K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$324.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$321.0K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$321.0K
49,483
-7%
清仓
SCHP
SCHWAB STRATEGIC TR
-$320.0K
0
-100%
减持
HD
HOME DEPOT INC
-$317.8K
2,891
-2%
清仓
JETS
ETF SER SOLUTIONS
-$316.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$313.7K
1,120
-28%
清仓
PG
PROCTER AND GAMBLE CO
-$309.0K
0
-100%
清仓
META
META PLATFORMS INC
-$306.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$305.3K
981
-26%
建仓
ALB
ALBEMARLE CORP
+$299.1K
1,379
清仓
VOE
VANGUARD INDEX FDS
-$294.0K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$290.0K
0
-100%
减持
ABT
ABBOTT LABS
-$285.1K
4,917
-16%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$284.2K
2,017
清仓
PAYX
PAYCHEX INC
-$284.0K
0
-100%
减持
PFE
PFIZER INC
-$280.1K
16,683
-13%
增持
—
TECHTARGET INC
-$278.7K
5,500
+1%
建仓
NPO
ENPRO INDS INC
+$276.9K
2,548
清仓
EW
EDWARDS LIFESCIENCES CORP
-$258.0K
0
-100%
建仓
T
AT&T INC
+$255.1K
13,859
清仓
SYF
SYNCHRONY FINANCIAL
-$254.0K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$252.0K
0
-100%
清仓
IWO
ISHARES TR
-$250.0K
0
-100%
清仓
FLC
FLAHERTY & CRUMRINE TOTAL RE
-$247.0K
0
-100%
建仓
KO
COCA COLA CO
+$245.7K
3,862
清仓
IWM
ISHARES TR
-$245.0K
0
-100%
清仓
SQ
BLOCK INC
-$240.0K
0
-100%
建仓
D
DOMINION ENERGY INC
+$235.7K
3,844
清仓
—
IHS MARKIT LTD
-$232.0K
0
-100%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$231.5K
31,575
+0%
清仓
XLK
SELECT SECTOR SPDR TR
-$229.0K
0
-100%
清仓
XRNPX
COHEN & STEERS REIT & PFD &
-$227.0K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$226.0K
0
-100%
减持
PEP
PEPSICO INC
-$223.0K
2,707
-34%
清仓
MRNA
MODERNA INC
-$219.0K
0
-100%
清仓
ITOT
ISHARES TR
-$218.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$217.1K
16,582
+5%
清仓
USMV
ISHARES TR
-$217.0K
0
-100%
清仓
VCR
VANGUARD WORLD FDS
-$214.0K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$213.4K
2,966
清仓
QQQ
INVESCO QQQ TR
-$213.0K
0
-100%
清仓
IJR
ISHARES TR
-$213.0K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$205.0K
0
-100%
增持
IWB
ISHARES TR
+$189.3K
2,766
+86%
减持
UPS
UNITED PARCEL SERVICE INC
-$177.8K
3,476
-5%
增持
GOOGL
ALPHABET INC
-$166.8K
3,164
+1955%
减持
JNJ
JOHNSON & JOHNSON
-$144.2K
1,675
-35%
减持
MCD
MCDONALDS CORP
-$140.4K
2,112
-19%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$137.4K
12,334
减持
CVS
CVS HEALTH CORP
-$136.5K
6,100
-11%
增持
VBR
VANGUARD INDEX FDS
-$120.9K
24,296
+9%
建仓
NAN
NUVEEN NEW YORK QLT MUN INC
+$109.9K
10,275
清仓
NNY
NUVEEN N Y MUN VALUE FD
-$106.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$98.1K
4,770
-26%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$94.3K
12,939
-3%
增持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$88.1K
30,179
+1%
减持
DE
DEERE & CO
+$80.0K
1,758
-11%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$79.9K
540
-12%
增持
EQIX
EQUINIX INC
-$78.8K
451
+2%
减持
MS
MORGAN STANLEY
-$75.8K
5,566
-1%
增持
AVGO
BROADCOM INC
+$71.8K
547
+55%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$67.6K
4,826
-7%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
-$64.3K
19,877
+3%
建仓
USA
LIBERTY ALL STAR EQUITY FD
+$62.6K
10,981
增持
BA
BOEING CO
+$60.8K
4,382
+14%
减持
—
VIRTUS CONVERTIBLE & INC FD
-$58.6K
22,357
-7%
增持
—
PIONEER HIGH INCOME FUND INC
-$55.4K
19,018
+3%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$50.8K
1,223
-3%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$46.6K
139,062
-5%
增持
DVY
ISHARES TR
+$43.8K
3,282
+14%
减持
—
PIONEER NAT RES CO
+$43.0K
1,401
-8%
增持
KEY
KEYCORP
-$40.1K
27,891
+23%
建仓
—
BGC PARTNERS INC
+$38.1K
10,119
减持
ABBV
ABBVIE INC
+$37.5K
2,398
-7%
减持
CAT
CATERPILLAR INC
+$36.8K
3,355
-10%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$35.8K
14,343
+14%
增持
XLF
SELECT SECTOR SPDR TR
-$32.1K
6,548
+0%
减持
MDLZ
MONDELEZ INTL INC
-$26.2K
7,829
-5%
增持
IP
INTERNATIONAL PAPER CO
-$25.2K
14,173
+29%
减持
TJX
TJX COS INC NEW
-$24.9K
3,356
-13%
增持
RCS
PIMCO STRATEGIC INCOME FD
-$22.7K
14,030
+3%
减持
VYM
VANGUARD WHITEHALL FDS
-$21.8K
2,284
-5%
增持
FTDS
FIRST TR EXCHANGE-TRADED FD
+$21.4K
88,543
+19%
减持
RF
REGIONS FINANCIAL CORP NEW
-$21.0K
22,262
-3%
减持
V
VISA INC
-$20.7K
1,850
-1%
减持
XIGDX
VOYA GLBL EQTY DIV & PREM OP
-$16.3K
14,000
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$14.0K
11,118
+28%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$12.2K
6,265
-13%
建仓
—
CENNTRO ELECTRIC GROUP LIMIT
+$10.4K
23,604
增持
FITB
FIFTH THIRD BANCORP
+$3.7K
17,210
+34%
减持
AXON
AXON ENTERPRISE INC
+$1.6K
1,950
-5%
