小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 111 项
建仓 17
增持 45
减持 38
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
GTOQ
POWERSHARES ACTIVELY MANAGED
+$10.8M
488,228
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$10.2M
0
-100%
清仓
TLT
ISHARES TR
-$9.6M
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。
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$7.7M
33,009
-80%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$7.2M
164,067
+997%
增持
IVV
ISHARES TR
+$4.9M
45,392
+20%
增持
QQQE
DIREXION SHS ETF TR
+$3.8M
105,619
+69%
建仓
IBIT
ISHARES BITCOIN TR
+$1.9M
56,787
增持
SRLN
SSGA ACTIVE ETF TR
+$1.6M
186,630
+27%
增持
META
META PLATFORMS INC
+$1.3M
6,956
+52%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
32,238
+963%
增持
BIL
SPDR SER TR
+$1.2M
88,457
+18%
减持
V
VISA INC
-$969.9K
2,251
-60%
增持
AVGO
BROADCOM INC
+$584.1K
897
+39%
建仓
LOW
LOWES COS INC
+$552.7K
2,507
增持
AMZN
AMAZON COM INC
+$546.9K
23,096
+6%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
-$519.9K
82,378
-10%
增持
MSFT
MICROSOFT CORP
+$498.0K
17,182
+1%
清仓
MCD
MCDONALDS CORP
-$485.1K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$414.5K
551
-72%
减持
QUAL
ISHARES TR
-$369.9K
45,090
-8%
清仓
TSLA
TESLA INC
-$347.1K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$343.8K
745
-56%
减持
—
ASML HOLDING N V
-$332.4K
216
-62%
清仓
—
PIONEER NAT RES CO
-$331.5K
0
-100%
建仓
—
CHUBB LIMITED
+$330.4K
1,295
建仓
EOG
EOG RES INC
+$319.0K
2,535
建仓
TMUS
T-MOBILE US INC
+$315.3K
1,790
建仓
—
SUPER MICRO COMPUTER INC
+$306.4K
374
建仓
AMGN
AMGEN INC
+$287.8K
921
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$287.7K
1,318
减持
UNH
UNITEDHEALTH GROUP INC
-$281.8K
4,261
-14%
增持
LLY
ELI LILLY & CO
+$276.1K
1,316
+12%
清仓
CMCSA
COMCAST CORP NEW
-$274.3K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$258.9K
764
增持
—
EXXON MOBIL CORP
+$246.9K
8,781
+34%
建仓
PAYX
PAYCHEX INC
+$244.8K
2,065
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$244.5K
5,888
增持
NFLX
NETFLIX INC
+$237.9K
1,055
+35%
清仓
MTB
M & T BK CORP
-$228.4K
0
-100%
建仓
ADI
ANALOG DEVICES INC
+$226.2K
991
建仓
BX
BLACKSTONE INC
+$224.9K
1,816
建仓
MO
ALTRIA GROUP INC
+$221.1K
4,854
建仓
SYF
SYNCHRONY FINANCIAL
+$217.7K
4,613
减持
AAPL
APPLE INC
+$217.4K
19,848
-14%
清仓
MS
MORGAN STANLEY
-$212.9K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$212.7K
5,349
清仓
MPC
MARATHON PETE CORP
-$207.1K
0
-100%
清仓
WTAI
WISDOMTREE TR
-$201.5K
0
-100%
增持
NOW
SERVICENOW INC
+$191.2K
656
+54%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$190.9K
85,583
-0%
增持
GE
GE AEROSPACE
+$183.7K
2,617
+98%
清仓
T
AT&T INC
-$176.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$145.7K
2,880
+49%
减持
MA
MASTERCARD INCORPORATED
-$126.6K
2,780
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$119.1K
2,174
-17%
减持
JNJ
JOHNSON & JOHNSON
-$117.4K
2,499
-18%
增持
PFE
PFIZER INC
+$115.3K
22,280
+22%
增持
LMT
LOCKHEED MARTIN CORP
+$111.3K
923
+31%
减持
SPGI
S&P GLOBAL INC
-$108.1K
651
-31%
减持
MRK
MERCK & CO INC
-$107.4K
3,583
-14%
减持
ITA
ISHARES TR
-$96.0K
34,502
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$92.1K
14,685
+20%
减持
CAT
CATERPILLAR INC
-$77.8K
1,464
-5%
减持
GOOG
ALPHABET INC
-$73.4K
10,973
-20%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$66.7K
82,371
-2%
减持
MDLZ
MONDELEZ INTL INC
-$63.5K
5,166
-10%
减持
WMT
WALMART INC
+$57.8K
15,212
-6%
增持
HD
HOME DEPOT INC
-$57.3K
1,895
+2%
减持
BKNG
BOOKING HOLDINGS INC
-$55.9K
51
-28%
增持
UPS
UNITED PARCEL SERVICE INC
+$55.5K
4,186
+20%
增持
CSCO
CISCO SYS INC
+$51.2K
6,668
+25%
增持
TJX
TJX COS INC NEW
+$50.5K
4,517
+3%
增持
ABBV
ABBVIE INC
+$38.3K
2,976
+15%
减持
PG
PROCTER AND GAMBLE CO
-$32.0K
2,209
-10%
减持
INTU
INTUIT
-$31.1K
737
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$28.8K
438
-6%
减持
XLE
SELECT SECTOR SPDR TR
-$25.7K
2,464
-7%
减持
QQQ
INVESCO QQQ TR
+$22.9K
773
-1%
减持
COST
COSTCO WHSL CORP NEW
-$22.8K
411
-19%
增持
IVW
ISHARES TR
+$22.4K
2,738
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$21.3K
1,729
+3%
增持
PEP
PEPSICO INC
+$19.5K
1,573
+15%
减持
—
TRANE TECHNOLOGIES PLC
+$19.2K
789
-1%
减持
SHYG
ISHARES TR
-$18.8K
9,148
-4%
减持
ELF
E L F BEAUTY INC
+$18.4K
1,895
-2%
增持
EQIX
EQUINIX INC
-$18.0K
419
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$15.0K
4,774
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$14.2K
1,587
-2%
减持
PWV
INVESCO EXCHANGE TRADED FD T
-$11.7K
3,677
-3%
增持
DSI
ISHARES TR
+$9.8K
2,253
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$9.3K
1,880
-2%
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$9.2K
30,538
-1%
减持
SNPS
SYNOPSYS INC
-$8.8K
434
-7%
减持
KO
COCA COLA CO
+$8.5K
4,391
-1%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$8.4K
50,506
+2%
增持
CHW
CALAMOS GBL DYN INCOME FUND
+$7.1K
16,631
+1%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$6.8K
12,514
-0%
增持
IYH
ISHARES TR
-$4.9K
8,416
+0%
增持
RQI
COHEN & STEERS QUALITY INCOM
-$3.9K
10,134
+0%
增持
—
PIONEER HIGH INCOME FUND INC
-$3.0K
37,995
+1%
增持
USA
LIBERTY ALL STAR EQUITY FD
-$2.1K
12,735
+3%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$1.8K
14,356
+0%
增持
XGDVX
GABELLI DIVID & INCOME TR
-$1.6K
10,452
+1%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
-$1.6K
20,092
+0%
增持
PGR
PROGRESSIVE CORP
+$1.5K
1,553
+0%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$1.5K
240,698
+2%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$1.2K
11,530
+1%
增持
HIX
WESTERN ASSET HIGH INCOM FD
-$362
24,390
+2%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$260
27,657
+1%
增持
—
VIRTUS CONVERTIBLE & INC FD
+$23
25,160
+2%
