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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 136 项
建仓 23
增持 46
减持 33
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$12.2M
35,247
+230%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$6.2M
220,464
+152%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$5.9M
224,207
+110%
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。
增持
SHV
ISHARES TR
+$5.9M
76,061
+237%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$4.9M
4,391
-96%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.8M
10,478
-89%
减持
SHYG
ISHARES TR
-$3.6M
29,027
-75%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$3.5M
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$3.3M
0
-100%
减持
XLP
SELECT SECTOR SPDR TR
-$3.3M
4,112
-92%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$3.3M
82,701
+102%
增持
QUAL
ISHARES TR
+$3.2M
46,027
+69%
减持
XLE
SELECT SECTOR SPDR TR
-$3.1M
3,318
-91%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.9M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.9M
16,675
+55%
清仓
IQLT
ISHARES TR
-$2.6M
0
-100%
减持
IYH
ISHARES TR
-$2.6M
1,804
-84%
清仓
ICLN
ISHARES TR
-$2.5M
0
-100%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$2.4M
88,650
+68%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
162,444
+28%
增持
AAPL
APPLE INC
+$2.0M
29,896
+36%
清仓
TMFC
RBB FD INC
-$2.0M
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$1.7M
3,506
减持
WTAI
WISDOMTREE TR
-$1.7M
10,701
-90%
增持
ITA
ISHARES TR
+$1.5M
34,292
+28%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.4M
130,791
+35%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$1.2M
0
-100%
增持
GOOG
ALPHABET INC
+$1.0M
9,417
+320%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
3,040
+331%
增持
META
META PLATFORMS INC
+$979.2K
4,058
+166%
增持
AMZN
AMAZON COM INC
+$911.2K
19,536
+21%
减持
LMT
LOCKHEED MARTIN CORP
-$843.4K
860
-71%
增持
UNH
UNITEDHEALTH GROUP INC
+$686.6K
4,119
+40%
增持
QQQE
DIREXION SHS ETF TR
+$630.5K
58,371
+1%
增持
IGSB
ISHARES TR
+$536.8K
122,780
+6%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$519.9K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$509.7K
0
-100%
建仓
LLY
ELI LILLY & CO
+$494.6K
848
建仓
INTU
INTUIT
+$490.6K
785
减持
CVX
CHEVRON CORP NEW
-$472.5K
1,911
-57%
清仓
COST
COSTCO WHSL CORP NEW
-$455.6K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$450.1K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$443.7K
0
-100%
清仓
DOW
DOW INC
-$420.2K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$419.1K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$417.3K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$413.8K
0
-100%
增持
V
VISA INC
+$406.2K
3,047
+81%
建仓
PG
PROCTER AND GAMBLE CO
+$402.2K
2,745
增持
JPM
JPMORGAN CHASE & CO
+$382.6K
5,666
+41%
建仓
—
TRANE TECHNOLOGIES PLC
+$378.8K
1,553
清仓
MUB
ISHARES TR
-$360.9K
0
-100%
清仓
AVAV
AEROVIRONMENT INC
-$358.6K
0
-100%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$357.3K
16,251
+90%
清仓
QCOM
QUALCOMM INC
-$353.1K
0
-100%
清仓
RTX
RTX CORPORATION
-$350.4K
0
-100%
清仓
HUM
HUMANA INC
-$336.7K
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$329.4K
0
-100%
清仓
ZTS
ZOETIS INC
-$318.6K
0
-100%
建仓
CSCO
CISCO SYS INC
+$310.1K
6,138
建仓
SPGI
S&P GLOBAL INC
+$302.3K
686
增持
AVGO
BROADCOM INC
+$302.0K
682
+23%
减持
TSLA
TESLA INC
-$297.6K
3,675
-24%
清仓
NTR
NUTRIEN LTD
-$297.3K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$294.1K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$291.6K
1,690
-58%
建仓
NOW
SERVICENOW INC
+$288.5K
408
清仓
SCHW
SCHWAB CHARLES CORP
-$283.2K
0
-100%
建仓
NFLX
NETFLIX INC
+$280.4K
576
减持
—
EXXON MOBIL CORP
-$280.0K
6,628
-17%
清仓
IDCC
INTERDIGITAL INC
-$270.6K
0
-100%
清仓
SYY
SYSCO CORP
-$265.6K
0
-100%
清仓
AMGN
AMGEN INC
-$261.7K
0
-100%
清仓
ALB
ALBEMARLE CORP
-$258.8K
0
-100%
清仓
—
TREEHOUSE FOODS INC
-$253.4K
0
-100%
建仓
REGN
REGENERON PHARMACEUTICALS
+$252.2K
287
建仓
ISRG
INTUITIVE SURGICAL INC
+$251.5K
746
减持
WMT
WALMART INC
-$246.1K
4,699
-24%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$244.2K
1,048
建仓
CRM
SALESFORCE INC
+$243.7K
926
建仓
SCHD
SCHWAB STRATEGIC TR
+$240.4K
3,158
建仓
—
CHUBB LIMITED
+$239.6K
1,060
建仓
PANW
PALO ALTO NETWORKS INC
+$239.1K
811
增持
NPO
ENPRO INC
+$238.2K
3,490
+37%
减持
VZ
VERIZON COMMUNICATIONS INC
-$237.1K
9,765
-48%
清仓
PSX
PHILLIPS 66
-$220.8K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$216.3K
0
-100%
建仓
DSI
ISHARES TR
+$212.9K
2,338
建仓
SPYX
SPDR SER TR
+$211.5K
5,449
建仓
UBER
UBER TECHNOLOGIES INC
+$210.0K
3,411
建仓
—
TECHTARGET INC
+$209.2K
6,000
建仓
IVW
ISHARES TR
+$205.2K
2,733
建仓
TJX
TJX COS INC NEW
+$204.4K
2,179
建仓
BX
BLACKSTONE INC
+$200.8K
1,533
减持
AXON
AXON ENTERPRISE INC
-$187.0K
1,950
-44%
减持
CMCSA
COMCAST CORP NEW
-$186.7K
8,455
-33%
减持
BA
BOEING CO
-$183.9K
1,537
-50%
增持
JNJ
JOHNSON & JOHNSON
+$159.8K
3,440
+41%
减持
MRK
MERCK & CO INC
-$159.0K
4,713
-28%
增持
VTEB
VANGUARD MUN BD FDS
+$146.2K
17,060
+13%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$138.8K
80,940
+3%
增持
IUSB
ISHARES TR
+$129.4K
17,197
+13%
减持
ABT
ABBOTT LABS
-$128.2K
1,875
-46%
增持
SPY
SPDR S&P 500 ETF TR
+$111.7K
1,418
+8%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$109.9K
17,055
+9%
减持
ABBV
ABBVIE INC
-$99.0K
1,939
-28%
减持
PFE
PFIZER INC
-$92.0K
16,178
-4%
减持
PEP
PEPSICO INC
-$90.5K
1,802
-23%
减持
MTB
M & T BK CORP
-$84.8K
1,570
-34%
增持
UPS
UNITED PARCEL SERVICE INC
+$75.6K
3,929
+13%
减持
ELF
E L F BEAUTY INC
+$70.3K
2,213
-2%
增持
KO
COCA COLA CO
+$70.2K
5,280
+23%
减持
MCD
MCDONALDS CORP
-$69.3K
1,821
-21%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$52.7K
38,030
+4%
减持
SHY
ISHARES TR
-$44.7K
4,816
-11%
增持
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$41.7K
30,676
+1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$38.9K
13,042
-11%
减持
HD
HOME DEPOT INC
+$35.8K
2,037
-8%
增持
PGR
PROGRESSIVE CORP
+$31.0K
1,545
+0%
增持
CAT
CATERPILLAR INC
+$29.8K
1,301
+0%
增持
QQQ
INVESCO QQQ TR
+$29.7K
571
+0%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$26.6K
11,292
+1%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$21.8K
10,103
+0%
增持
T
AT&T INC
+$18.6K
10,166
+0%
减持
GOOGL
ALPHABET INC
+$17.9K
2,887
-2%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
+$15.1K
20,015
-1%
增持
—
PIONEER HIGH INCOME FUND INC
+$14.2K
27,924
+1%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$13.4K
24,362
+5%
增持
HIX
WESTERN ASSET HIGH INCOM FD
+$12.7K
18,942
+4%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$11.9K
14,343
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$10.6K
1,964
-3%
减持
—
PIONEER NAT RES CO
-$6.5K
1,229
-0%
增持
—
VIRTUS CONVERTIBLE & INC FD
+$6.4K
24,268
+2%
清仓
—
CENNTRO ELECTRIC GROUP LIMIT
-$6.0K
0
-100%
减持
USA
LIBERTY ALL STAR EQUITY FD
+$5.4K
11,814
-0%
增持
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$2.2K
14,458
+2%
