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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 139 项
建仓 17
增持 53
减持 54
清仓 15
方向
标的
Δ市值
现股数(环比)
清仓
FLOT
ISHARES TR
-$8.0M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.3M
136,002
+3315%
建仓
IUSB
ISHARES TR
+$6.0M
131,961
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
QQQE
DIREXION SHS ETF TR
+$4.0M
51,813
清仓
GCOW
PACER FDS TR
-$3.8M
0
-100%
清仓
FTDS
FIRST TR EXCHANGE-TRADED FD
-$3.7M
0
-100%
增持
IVV
ISHARES TR
+$3.7M
9,903
+496%
建仓
GLD
SPDR GOLD TR
+$2.7M
15,298
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.6M
121,011
+80%
建仓
ICLN
ISHARES TR
+$2.4M
132,862
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$2.4M
97,669
-36%
增持
IGSB
ISHARES TR
+$2.2M
136,339
+49%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.7M
115,825
+52%
减持
XLE
SELECT SECTOR SPDR TR
-$1.5M
37,483
-32%
减持
KBWB
INVESCO EXCH TRADED FD TR II
-$1.5M
80,957
-30%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
-$1.4M
54,776
-40%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.2M
48,993
减持
VONV
VANGUARD SCOTTSDALE FDS
-$1.2M
37,024
-34%
清仓
SPYV
SPDR SER TR
-$1.0M
0
-100%
增持
SHYG
ISHARES TR
+$1.0M
132,179
+24%
减持
XLP
SELECT SECTOR SPDR TR
-$958.5K
47,538
-21%
减持
QUAL
ISHARES TR
-$878.6K
24,560
-27%
清仓
DJUN
FIRST TR EXCHNG TRADED FD VI
-$786.6K
0
-100%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$774.5K
111,244
-21%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$617.5K
0
-100%
减持
ITA
ISHARES TR
-$615.6K
25,228
-18%
清仓
DE
DEERE & CO
-$583.2K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$523.0K
20,321
-17%
建仓
ADI
ANALOG DEVICES INC
+$481.8K
2,473
清仓
IWM
ISHARES TR
-$415.1K
0
-100%
减持
AAPL
APPLE INC
+$384.0K
18,103
-5%
减持
MSFT
MICROSOFT CORP
+$356.6K
8,506
-3%
建仓
IDCC
INTERDIGITAL INC
+$329.2K
3,409
增持
SHY
ISHARES TR
+$321.0K
7,644
+110%
建仓
SCHW
SCHWAB CHARLES CORP
+$305.4K
5,388
建仓
ZTS
ZOETIS INC
+$301.9K
1,753
建仓
AMGN
AMGEN INC
+$298.5K
1,344
清仓
AAP
ADVANCE AUTO PARTS INC
-$297.9K
0
-100%
建仓
ELF
E L F BEAUTY INC
+$276.2K
2,418
减持
IYH
ISHARES TR
-$275.8K
11,276
-10%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$272.1K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$265.5K
1,808
建仓
META
META PLATFORMS INC
+$260.3K
907
增持
VTEB
VANGUARD MUN BD FDS
+$252.2K
10,895
+87%
减持
CAT
CATERPILLAR INC
-$249.9K
1,299
-48%
增持
JNJ
JOHNSON & JOHNSON
+$245.5K
3,053
+82%
清仓
PFS
PROVIDENT FINL SVCS INC
-$231.2K
0
-100%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$219.9K
4,855
增持
FMHI
FIRST TR EXCH TRADED FD III
+$219.0K
13,234
+53%
建仓
EXR
EXTRA SPACE STORAGE INC
+$217.1K
1,459
减持
DJD
INVESCO EXCHANGE TRADED FD T
-$215.4K
108,085
-4%
清仓
PGR
PROGRESSIVE CORP
-$211.8K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$211.0K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$209.5K
567
清仓
IWB
ISHARES TR
-$206.8K
0
-100%
清仓
VAW
VANGUARD WORLD FDS
-$205.6K
0
-100%
减持
AMZN
AMAZON COM INC
+$177.7K
10,272
-9%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$177.5K
78,406
+10%
减持
AXON
AXON ENTERPRISE INC
-$142.4K
3,308
-6%
增持
SPY
SPDR S&P 500 ETF TR
+$122.6K
971
+29%
减持
UNH
UNITEDHEALTH GROUP INC
-$118.6K
3,520
-8%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$99.4K
35,985
+13%
增持
MUB
ISHARES TR
+$98.3K
3,520
+37%
建仓
HIX
WESTERN ASSET HIGH INCOM FD
+$87.1K
17,839
减持
AVGO
BROADCOM INC
+$79.5K
471
-8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$75.3K
922
-27%
减持
MPC
MARATHON PETE CORP
-$73.3K
3,463
-2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$68.0K
4,670
-13%
减持
ABT
ABBOTT LABS
-$66.1K
3,351
-21%
增持
PFE
PFIZER INC
-$62.9K
19,841
+2%
减持
—
EXXON MOBIL CORP
-$60.3K
8,996
-4%
增持
—
PIONEER HIGH INCOME FUND INC
+$57.9K
27,468
+44%
增持
DVN
DEVON ENERGY CORP NEW
+$56.7K
5,687
+32%
增持
UPS
UNITED PARCEL SERVICE INC
-$50.9K
3,479
+0%
减持
—
BLACKROCK INC
-$49.9K
456
-16%
增持
STWD
STARWOOD PPTY TR INC
+$46.9K
15,053
+9%
减持
EIX
EDISON INTL
-$46.0K
3,649
-14%
减持
HUM
HUMANA INC
-$45.0K
567
-8%
增持
ABBV
ABBVIE INC
-$43.9K
3,239
+8%
增持
ALB
ALBEMARLE CORP
+$40.5K
1,517
+13%
减持
COST
COSTCO WHSL CORP NEW
-$39.2K
716
-16%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$38.9K
10,986
-16%
减持
DVY
ISHARES TR
-$38.8K
2,483
-9%
减持
VYM
VANGUARD WHITEHALL FDS
-$37.5K
1,918
-16%
减持
GOOGL
ALPHABET INC
+$37.4K
3,289
-4%
增持
FITB
FIFTH THIRD BANCORP
+$36.8K
21,227
+9%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$36.3K
20,971
+25%
增持
MOS
MOSAIC CO NEW
-$35.5K
7,725
+16%
减持
LMT
LOCKHEED MARTIN CORP
-$34.7K
1,075
-4%
增持
GSK
GSK PLC
+$33.0K
8,042
+13%
减持
QCOM
QUALCOMM INC
-$29.1K
2,963
-1%
减持
MDLZ
MONDELEZ INTL INC
-$28.1K
6,422
-10%
增持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$27.4K
30,183
+0%
减持
SYY
SYSCO CORP
-$26.3K
3,822
-5%
增持
NTR
NUTRIEN LTD
-$25.9K
5,238
+15%
减持
TJX
TJX COS INC NEW
-$25.2K
2,729
-17%
减持
CRM
SALESFORCE INC
-$25.2K
1,042
-15%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$24.1K
4,704
+0%
减持
CAH
CARDINAL HEALTH INC
+$22.6K
2,856
-13%
减持
WM
WASTE MGMT INC DEL
-$22.0K
1,848
-12%
增持
CVS
CVS HEALTH CORP
-$21.5K
5,637
+2%
减持
PEP
PEPSICO INC
-$21.3K
2,216
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$20.9K
2,747
-7%
增持
BCE
BCE INC
+$18.8K
7,034
+4%
减持
EQIX
EQUINIX INC
+$18.7K
430
-2%
减持
TSLA
TESLA INC
-$18.6K
2,014
-23%
减持
HD
HOME DEPOT INC
-$17.0K
2,305
-7%
减持
JPM
JPMORGAN CHASE & CO
-$16.7K
6,053
-12%
减持
ELV
ELEVANCE HEALTH INC
-$15.2K
595
-2%
增持
KHC
KRAFT HEINZ CO
-$14.0K
6,743
+3%
增持
KMI
KINDER MORGAN INC DEL
+$13.5K
15,189
+7%
增持
CCI
CROWN CASTLE INC
-$13.1K
2,534
+12%
减持
V
VISA INC
+$13.0K
1,792
-2%
减持
CMCSA
COMCAST CORP NEW
-$11.9K
13,072
-11%
减持
BA
BOEING CO
-$11.1K
3,052
-1%
增持
GIS
GENERAL MLS INC
-$10.8K
2,662
+6%
增持
PSX
PHILLIPS 66
-$10.7K
2,840
+2%
增持
STIP
ISHARES TR
+$10.4K
48,176
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$10.4K
14,813
+7%
增持
XLF
SELECT SECTOR SPDR TR
+$10.2K
6,550
+0%
增持
CVX
CHEVRON CORP NEW
-$9.8K
4,943
+2%
增持
VLO
VALERO ENERGY CORP
-$9.6K
1,966
+14%
减持
IRM
IRON MTN INC DEL
+$8.7K
4,928
-4%
增持
KO
COCA COLA CO
+$8.1K
5,906
+5%
增持
FE
FIRSTENERGY CORP
+$7.9K
6,060
+7%
增持
—
PIONEER NAT RES CO
+$6.5K
1,442
+1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$6.4K
16,292
+0%
增持
DOW
DOW INC
+$6.4K
5,029
+5%
增持
C
CITIGROUP INC
+$5.2K
5,655
+4%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$4.8K
11,524
+2%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$4.4K
20,023
+0%
增持
—
VIRTUS CONVERTIBLE & INC FD
+$4.3K
23,514
+2%
减持
CSCO
CISCO SYS INC
-$4.0K
4,078
-1%
增持
D
DOMINION ENERGY INC
+$2.5K
6,482
+9%
增持
NAN
NUVEEN NEW YORK QLT MUN INC
-$1.8K
10,452
+1%
增持
WPC
WP CAREY INC
-$1.4K
3,182
+14%
增持
CAG
CONAGRA BRANDS INC
+$1.4K
6,752
+12%
减持
MCD
MCDONALDS CORP
+$761
1,836
-6%
减持
MRK
MERCK & CO INC
+$742
6,995
-8%
