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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 115 项
建仓 15
增持 49
减持 35
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
TLT
ISHARES TR
+$9.6M
101,173
清仓
SHV
ISHARES TR
-$8.4M
0
-100%
建仓
BIL
SPDR SER TR
+$6.9M
74,961
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。
清仓
IGSB
ISHARES TR
-$6.3M
0
-100%
增持
IVV
ISHARES TR
+$3.1M
37,958
+8%
减持
AAPL
APPLE INC
-$1.8M
23,111
-23%
增持
QUAL
ISHARES TR
+$1.3M
49,099
+7%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$1.1M
237,112
+6%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$1.0M
91,299
+3%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
3,032
-14%
增持
AMZN
AMAZON COM INC
+$948.1K
21,712
+11%
增持
MSFT
MICROSOFT CORP
+$910.9K
17,069
+2%
清仓
VTEB
VANGUARD MUN BD FDS
-$870.9K
0
-100%
减持
SHYG
ISHARES TR
-$820.7K
9,514
-67%
清仓
FMHI
FIRST TR EXCH TRADED FD III
-$813.2K
0
-100%
清仓
IUSB
ISHARES TR
-$792.3K
0
-100%
增持
META
META PLATFORMS INC
+$781.6K
4,568
+13%
增持
V
VISA INC
+$767.5K
5,592
+84%
增持
GOOG
ALPHABET INC
+$758.9K
13,700
+45%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$744.9K
85,758
+4%
增持
SRLN
SSGA ACTIVE ETF TR
+$701.9K
146,901
+12%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$651.4K
165,617
+2%
增持
QQQE
DIREXION SHS ETF TR
+$639.9K
62,561
+7%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$625.8K
1,952
减持
TSLA
TESLA INC
-$566.1K
1,974
-46%
建仓
—
ASML HOLDING N V
+$553.1K
570
建仓
AMD
ADVANCED MICRO DEVICES INC
+$471.8K
2,614
增持
ISRG
INTUITIVE SURGICAL INC
+$423.6K
1,692
+127%
增持
LLY
ELI LILLY & CO
+$420.7K
1,176
+39%
清仓
BA
BOEING CO
-$400.7K
0
-100%
清仓
SHY
ISHARES TR
-$395.1K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$372.0K
508
增持
ITA
ISHARES TR
+$310.6K
35,261
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$283.3K
4,956
+20%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$275.8K
49,685
+31%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$271.3K
467
建仓
SNPS
SYNOPSYS INC
+$267.0K
467
建仓
BKNG
BOOKING HOLDINGS INC
+$259.3K
71
清仓
REGN
REGENERON PHARMACEUTICALS
-$252.2K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$244.2K
0
-100%
增持
TJX
TJX COS INC NEW
+$242.5K
4,406
+102%
清仓
SCHD
SCHWAB STRATEGIC TR
-$240.4K
0
-100%
清仓
—
CHUBB LIMITED
-$239.6K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$239.1K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$232.3K
1,324
增持
WMT
WALMART INC
+$231.4K
16,157
+244%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$215.0K
14,950
+43%
建仓
MS
MORGAN STANLEY
+$212.9K
2,261
清仓
UBER
UBER TECHNOLOGIES INC
-$210.0K
0
-100%
清仓
—
TECHTARGET INC
-$209.2K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$207.1K
1,028
清仓
ABT
ABBOTT LABS
-$206.4K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$203.0K
781
清仓
BX
BLACKSTONE INC
-$200.8K
0
-100%
增持
NFLX
NETFLIX INC
+$193.6K
780
+35%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$184.2K
84,116
+4%
增持
CAT
CATERPILLAR INC
+$180.7K
1,543
+19%
增持
NPO
ENPRO INC
+$177.5K
4,293
+23%
增持
SPY
SPDR S&P 500 ETF TR
+$175.2K
1,624
+15%
增持
ABBV
ABBVIE INC
+$171.7K
2,593
+34%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$169.9K
12,525
-23%
增持
VZ
VERIZON COMMUNICATIONS INC
+$145.4K
12,238
+25%
减持
—
TRANE TECHNOLOGIES PLC
-$138.6K
800
-48%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$126.1K
223,474
+1%
建仓
BTZ
BLACKROCK CR ALLOCATION INCO
+$122.3K
11,444
增持
QQQ
INVESCO QQQ TR
+$113.6K
783
+37%
建仓
CHW
CALAMOS GBL DYN INCOME FUND
+$107.0K
16,435
减持
—
EXXON MOBIL CORP
+$101.3K
6,572
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$100.4K
3,481
-11%
减持
CMCSA
COMCAST CORP NEW
-$96.4K
6,328
-25%
增持
SPGI
S&P GLOBAL INC
+$96.4K
937
+37%
减持
AVGO
BROADCOM INC
+$94.9K
646
-5%
增持
—
PIONEER HIGH INCOME FUND INC
+$89.1K
37,694
+35%
减持
XLP
SELECT SECTOR SPDR TR
-$87.4K
2,734
-34%
增持
PGR
PROGRESSIVE CORP
+$75.0K
1,552
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$69.9K
703
-18%
减持
PEP
PEPSICO INC
-$66.2K
1,370
-24%
减持
MDLZ
MONDELEZ INTL INC
-$63.6K
5,736
-11%
减持
ELF
E L F BEAUTY INC
+$61.5K
1,943
-12%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$57.0K
27,404
+12%
减持
JNJ
JOHNSON & JOHNSON
-$56.5K
3,051
-11%
减持
MA
MASTERCARD INCORPORATED
+$56.4K
2,810
-8%
增持
—
PIONEER NAT RES CO
+$55.1K
1,263
+3%
减持
MCD
MCDONALDS CORP
-$54.8K
1,720
-6%
减持
CSCO
CISCO SYS INC
-$44.5K
5,322
-13%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$43.9K
1,678
-1%
增持
PFE
PFIZER INC
+$42.3K
18,310
+13%
减持
KO
COCA COLA CO
-$40.2K
4,429
-16%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$38.4K
12,518
-4%
减持
MRK
MERCK & CO INC
+$37.1K
4,175
-11%
增持
NOW
SERVICENOW INC
+$36.0K
426
+4%
减持
CRM
SALESFORCE INC
+$28.6K
904
-2%
减持
XLE
SELECT SECTOR SPDR TR
-$27.9K
2,651
-20%
减持
GOOGL
ALPHABET INC
+$26.1K
2,845
-1%
增持
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$26.1K
30,925
+1%
增持
IVW
ISHARES TR
+$25.8K
2,735
+0%
增持
INTU
INTUIT
+$24.6K
793
+1%
减持
WTAI
WISDOMTREE TR
-$19.9K
9,701
-9%
增持
CVX
CHEVRON CORP NEW
+$19.7K
1,932
+1%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$13.3K
12,407
+5%
减持
JPM
JPMORGAN CHASE & CO
-$13.1K
4,746
-16%
减持
VYM
VANGUARD WHITEHALL FDS
+$13.1K
1,920
-2%
增持
HIX
WESTERN ASSET HIGH INCOM FD
+$12.5K
23,816
+26%
减持
DSI
ISHARES TR
+$11.3K
2,224
-5%
增持
EQIX
EQUINIX INC
+$10.5K
406
+1%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$8.7K
3,777
-14%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$7.5K
20,046
+0%
减持
T
AT&T INC
+$6.3K
10,053
-1%
减持
PG
PROCTER AND GAMBLE CO
-$6.0K
2,442
-11%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$5.4K
10,398
-8%
增持
IYH
ISHARES TR
+$4.1K
8,410
+366%
减持
HD
HOME DEPOT INC
+$3.7K
1,850
-9%
增持
RQI
COHEN & STEERS QUALITY INCOM
-$1.4K
10,118
+0%
增持
—
VIRTUS CONVERTIBLE & INC FD
+$1.1K
24,564
+1%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$175
14,348
+0%
