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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 143 项
建仓 13
增持 61
减持 38
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
IUSB
ISHARES TR
-$5.3M
15,164
-89%
清仓
STIP
ISHARES TR
-$4.7M
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.9M
87,422
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。
清仓
GLD
SPDR GOLD TR
-$2.7M
0
-100%
建仓
IQLT
ISHARES TR
+$2.6M
78,338
建仓
SHV
ISHARES TR
+$2.5M
22,599
建仓
TMFC
RBB FD INC
+$2.0M
50,128
建仓
WTAI
WISDOMTREE TR
+$1.9M
110,171
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.5M
91,296
-25%
减持
IGSB
ISHARES TR
-$1.1M
115,568
-15%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$973.3K
7,402
+309%
减持
SRLN
SSGA ACTIVE ETF TR
-$772.6K
97,233
-16%
增持
LMT
LOCKHEED MARTIN CORP
+$738.5K
3,015
+180%
增持
AMZN
AMAZON COM INC
+$718.0K
16,182
+58%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$716.5K
127,119
-7%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$706.9K
21,229
-57%
增持
TSLA
TESLA INC
+$683.6K
4,839
+140%
减持
SHYG
ISHARES TR
-$681.1K
116,932
-12%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$595.5K
110,038
+13%
增持
MSFT
MICROSOFT CORP
+$495.9K
10,744
+26%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$391.6K
121,861
+10%
建仓
AVAV
AEROVIRONMENT INC
+$358.6K
3,215
清仓
D
DOMINION ENERGY INC
-$335.7K
0
-100%
增持
QQQE
DIREXION SHS ETF TR
+$321.5K
57,645
+11%
清仓
BCE
BCE INC
-$320.7K
0
-100%
清仓
—
BLACKROCK INC
-$314.9K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
+$313.6K
37,129
-1%
增持
WMT
WALMART INC
+$303.2K
6,171
+42%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$300.8K
0
-100%
建仓
MTB
M & T BK CORP
+$300.0K
2,373
减持
JPM
JPMORGAN CHASE & CO
-$299.1K
4,007
-34%
清仓
STWD
STARWOOD PPTY TR INC
-$292.0K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$288.7K
0
-100%
清仓
GSK
GSK PLC
-$286.6K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$280.0K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$279.5K
706
清仓
MOS
MOSAIC CO NEW
-$270.4K
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$270.1K
0
-100%
增持
QUAL
ISHARES TR
+$266.6K
27,157
+11%
清仓
ELV
ELEVANCE HEALTH INC
-$264.4K
0
-100%
清仓
C
CITIGROUP INC
-$260.3K
0
-100%
清仓
EIX
EDISON INTL
-$253.4K
0
-100%
建仓
—
TREEHOUSE FOODS INC
+$253.4K
5,814
增持
AAPL
APPLE INC
+$246.2K
21,948
+21%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
-$241.7K
52,785
-4%
清仓
KHC
KRAFT HEINZ CO
-$239.4K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$235.6K
0
-100%
清仓
TJX
TJX COS INC NEW
-$231.4K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$230.6K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$227.7K
0
-100%
清仓
CRM
SALESFORCE INC
-$220.1K
0
-100%
清仓
EXR
EXTRA SPACE STORAGE INC
-$217.1K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$215.1K
1,544
清仓
WPC
WP CAREY INC
-$215.0K
0
-100%
清仓
—
ISHARES TR
-$211.6K
0
-100%
清仓
CSCO
CISCO SYS INC
-$211.0K
0
-100%
清仓
—
ISHARES TR
-$210.9K
0
-100%
清仓
—
ISHARES TR
-$210.5K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$210.0K
2,939
-17%
清仓
—
ISHARES TR
-$208.5K
0
-100%
清仓
GIS
GENERAL MLS INC
-$204.2K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$200.4K
4,049
+47%
增持
META
META PLATFORMS INC
+$197.0K
1,523
+68%
减持
DJD
INVESCO EXCHANGE TRADED FD T
-$192.2K
106,924
-1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$183.7K
14,696
-10%
减持
SHY
ISHARES TR
-$179.9K
5,432
-29%
增持
VTEB
VANGUARD MUN BD FDS
+$177.5K
15,066
+38%
增持
IVV
ISHARES TR
+$177.3K
10,692
+8%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$173.2K
41,039
+11%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$171.4K
8,556
+76%
增持
KBWB
INVESCO EXCH TRADED FD TR II
+$170.9K
87,203
+8%
减持
PFE
PFIZER INC
-$169.9K
16,817
-15%
增持
KMI
KINDER MORGAN INC DEL
+$155.8K
25,170
+66%
增持
DOW
DOW INC
+$152.3K
8,149
+62%
建仓
T
AT&T INC
+$152.0K
10,119
增持
DVN
DEVON ENERGY CORP NEW
+$144.2K
8,786
+54%
减持
MRK
MERCK & CO INC
-$134.4K
6,535
-7%
增持
SPY
SPDR S&P 500 ETF TR
+$132.0K
1,316
+36%
减持
JNJ
JOHNSON & JOHNSON
-$125.9K
2,436
-20%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$121.6K
78,478
+0%
减持
KO
COCA COLA CO
-$114.7K
4,305
-27%
清仓
NAN
NUVEEN NEW YORK QLT MUN INC
-$112.4K
0
-100%
增持
ITA
ISHARES TR
-$110.2K
26,736
+6%
增持
RTX
RTX CORPORATION
-$107.0K
4,869
+4%
减持
FITB
FIFTH THIRD BANCORP
-$106.3K
17,769
-16%
减持
MPC
MARATHON PETE CORP
+$106.0K
3,368
-3%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$101.9K
10,070
增持
HUM
HUMANA INC
+$83.2K
692
+22%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$80.0K
15,604
+18%
增持
ALB
ALBEMARLE CORP
-$79.6K
1,522
+0%
增持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$75.5K
30,418
+1%
增持
ICLN
ISHARES TR
+$72.6K
172,182
+30%
增持
COST
COSTCO WHSL CORP NEW
+$69.9K
806
+13%
增持
MCD
MCDONALDS CORP
+$61.3K
2,312
+26%
减持
BA
BOEING CO
-$59.9K
3,050
-0%
减持
IDCC
INTERDIGITAL INC
-$58.6K
3,372
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$56.3K
52,059
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$54.4K
18,675
+26%
建仓
BGC
BGC GROUP INC
+$53.4K
10,119
增持
AVGO
BROADCOM INC
+$50.8K
553
+17%
减持
PSX
PHILLIPS 66
-$50.1K
1,837
-35%
减持
HD
HOME DEPOT INC
-$45.9K
2,218
-4%
增持
AXON
AXON ENTERPRISE INC
+$45.3K
3,471
+5%
清仓
—
BGC PARTNERS INC
-$44.8K
0
-100%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$44.8K
36,455
+1%
减持
EQIX
EQUINIX INC
-$44.2K
403
-6%
减持
V
VISA INC
-$38.6K
1,682
-6%
增持
ADI
ANALOG DEVICES INC
-$38.1K
2,534
+2%
减持
ABBV
ABBVIE INC
-$36.8K
2,680
-17%
减持
AMGN
AMGEN INC
-$36.8K
974
-28%
增持
CAT
CATERPILLAR INC
+$35.3K
1,300
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$33.0K
494
-9%
增持
VBR
VANGUARD INDEX FDS
-$32.2K
20,872
+3%
增持
ABT
ABBOTT LABS
-$30.7K
3,455
+3%
减持
ELF
E L F BEAUTY INC
-$27.1K
2,268
-6%
增持
WM
WASTE MGMT INC DEL
-$26.4K
1,929
+4%
增持
CVS
CVS HEALTH CORP
+$24.1K
5,927
+5%
减持
SCHW
SCHWAB CHARLES CORP
-$22.2K
5,158
-4%
减持
—
EXXON MOBIL CORP
-$22.2K
8,017
-11%
减持
CVX
CHEVRON CORP NEW
-$20.1K
4,493
-9%
增持
IYH
ISHARES TR
-$18.4K
11,633
+3%
增持
SYY
SYSCO CORP
-$17.9K
4,022
+5%
增持
ZTS
ZOETIS INC
+$16.7K
1,831
+4%
减持
—
PIONEER NAT RES CO
-$15.8K
1,232
-15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.1K
940
+2%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$14.8K
23,247
+11%
增持
XGDVX
GABELLI DIVID & INCOME TR
-$14.4K
11,203
+2%
减持
CMCSA
COMCAST CORP NEW
+$14.3K
12,572
-4%
增持
PEP
PEPSICO INC
-$13.9K
2,341
+6%
减持
NTR
NUTRIEN LTD
-$12.1K
4,813
-8%
减持
GOOGL
ALPHABET INC
-$8.3K
2,945
-10%
增持
—
VIRTUS CONVERTIBLE & INC FD
-$7.2K
23,896
+2%
增持
HIX
WESTERN ASSET HIGH INCOM FD
-$5.8K
18,215
+2%
增持
QQQ
INVESCO QQQ TR
-$5.2K
570
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.2K
2,019
+5%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
-$4.9K
20,123
+0%
增持
USA
LIBERTY ALL STAR EQUITY FD
-$4.6K
11,819
+3%
减持
XLF
SELECT SECTOR SPDR TR
-$4.5K
6,522
-0%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$2.3K
14,178
+1%
增持
XIGDX
VOYA GLBL EQTY DIV & PREM OP
-$2.3K
14,223
+2%
增持
—
CENNTRO ELECTRIC GROUP LIMIT
-$847
24,504
+4%
增持
—
PIONEER HIGH INCOME FUND INC
+$836
27,634
+1%
增持
QCOM
QUALCOMM INC
+$408
3,180
+7%
