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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 117 项
建仓 15
增持 50
减持 44
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
VONV
VANGUARD SCOTTSDALE FDS
-$6.3M
2,513
-97%
建仓
SMH
VANECK ETF TRUST
+$2.9M
11,883
建仓
PXE
INVESCO EXCHANGE TRADED FD T
+$2.9M
98,356
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
IVV
ISHARES TR
+$1.8M
46,151
+2%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.8M
195,011
+19%
减持
QQQE
DIREXION SHS ETF TR
-$1.3M
89,017
-16%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.1M
12,724
-61%
增持
AAPL
APPLE INC
+$1.1M
22,619
+14%
增持
BIL
SPDR SER TR
+$913.5K
98,379
+11%
减持
DJD
INVESCO EXCHANGE TRADED FD T
+$831.2K
232,476
-3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$735.2K
74,008
+30%
减持
MSFT
MICROSOFT CORP
-$668.9K
16,292
-5%
增持
GTOQ
INVESCO ACTIVELY MANAGED EXC
+$658.5K
505,301
+3%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$531.6K
82,481
+0%
减持
ITA
ISHARES TR
+$523.4K
33,944
-2%
清仓
NOW
SERVICENOW INC
-$515.8K
0
-100%
减持
AMZN
AMAZON COM INC
-$463.8K
21,464
-7%
建仓
REGN
REGENERON PHARMACEUTICALS
+$455.4K
433
清仓
ELF
E L F BEAUTY INC
-$399.3K
0
-100%
增持
SRLN
SSGA ACTIVE ETF TR
+$315.6K
194,365
+4%
清仓
TMUS
T-MOBILE US INC
-$315.3K
0
-100%
清仓
—
SUPER MICRO COMPUTER INC
-$306.4K
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$299.2K
1,437
+82%
清仓
SPGI
S&P GLOBAL INC
-$290.5K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$259.3K
937
增持
PGR
PROGRESSIVE CORP
+$250.5K
2,258
+45%
建仓
BA
BOEING CO
+$239.9K
1,578
清仓
—
ASML HOLDING N V
-$220.7K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$218.6K
841
建仓
CMCSA
COMCAST CORP NEW
+$218.2K
5,223
建仓
UBER
UBER TECHNOLOGIES INC
+$214.3K
2,852
建仓
ORCL
ORACLE CORP
+$213.4K
1,252
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$213.3K
1,328
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$211.3K
0
-100%
建仓
RTX
RTX CORPORATION
+$209.6K
1,730
增持
WMT
WALMART INC
+$203.6K
15,277
+0%
建仓
ALL
ALLSTATE CORP
+$200.1K
1,055
增持
AVGO
BROADCOM INC
+$190.5K
9,455
+954%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$190.1K
2,213
+28%
建仓
FLC
FLAHERTY & CRUMRINE TOTAL RE
+$177.0K
10,234
减持
QUAL
ISHARES TR
+$175.2K
43,920
-3%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$161.3K
54,826
+9%
减持
INTU
INTUIT
-$154.8K
530
-28%
减持
LLY
ELI LILLY & CO
-$146.6K
1,179
-10%
增持
ISRG
INTUITIVE SURGICAL INC
+$139.8K
959
+29%
建仓
HYI
WESTERN ASSET HIGH YIELD DEF
+$136.2K
10,998
减持
LOW
LOWES COS INC
-$136.1K
1,538
-39%
增持
LMT
LOCKHEED MARTIN CORP
+$116.5K
937
+2%
减持
META
META PLATFORMS INC
-$114.1K
5,927
-15%
建仓
NHS
NEUBERGER BERMAN HIGH YIELD
+$109.2K
12,594
减持
—
EXXON MOBIL CORP
-$108.0K
7,702
-12%
增持
CAT
CATERPILLAR INC
+$100.2K
1,503
+3%
减持
HD
HOME DEPOT INC
+$98.8K
1,854
-2%
增持
PG
PROCTER AND GAMBLE CO
+$96.8K
2,662
+21%
减持
V
VISA INC
-$96.7K
1,797
-20%
减持
MA
MASTERCARD INCORPORATED
-$90.3K
2,301
-17%
增持
NVDA
NVIDIA CORPORATION
+$90.0K
33,537
+4%
减持
UNH
UNITEDHEALTH GROUP INC
+$85.6K
3,858
-9%
减持
EOG
EOG RES INC
-$84.5K
1,907
-25%
清仓
BGC
BGC GROUP INC
-$84.0K
0
-100%
增持
ABBV
ABBVIE INC
+$80.4K
2,992
+1%
减持
COST
COSTCO WHSL CORP NEW
-$78.9K
305
-26%
增持
KO
COCA COLA CO
+$75.4K
4,938
+12%
增持
—
CHUBB LIMITED
+$74.7K
1,405
+8%
增持
JNJ
JOHNSON & JOHNSON
+$74.3K
2,713
+9%
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$74.0K
29,764
-3%
增持
MDLZ
MONDELEZ INTL INC
+$72.0K
5,566
+8%
减持
AMD
ADVANCED MICRO DEVICES INC
-$64.9K
1,754
-19%
减持
GOOGL
ALPHABET INC
-$60.3K
2,761
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$60.3K
4,865
+2%
增持
GOOG
ALPHABET INC
-$58.8K
11,686
+6%
增持
EQIX
EQUINIX INC
+$55.8K
420
+0%
减持
SNPS
SYNOPSYS INC
-$52.1K
407
-6%
增持
UPS
UNITED PARCEL SERVICE INC
+$46.2K
4,541
+8%
减持
PANW
PALO ALTO NETWORKS INC
-$44.4K
627
-18%
减持
SPY
SPDR S&P 500 ETF TR
+$44.3K
1,582
-0%
减持
CVX
CHEVRON CORP NEW
-$44.3K
2,758
-4%
增持
DSI
ISHARES TR
+$42.5K
2,541
+13%
增持
CRM
SALESFORCE INC
+$42.4K
1,004
+11%
增持
BAC
BANK AMERICA CORP
+$41.9K
6,416
+20%
增持
BKNG
BOOKING HOLDINGS INC
+$40.8K
58
+14%
减持
MRK
MERCK & CO INC
-$39.4K
3,559
-1%
增持
IYH
ISHARES TR
+$32.4K
8,431
+0%
减持
TJX
TJX COS INC NEW
+$30.8K
4,493
-1%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$30.7K
78,943
-4%
减持
NFLX
NETFLIX INC
-$28.3K
964
-9%
减持
GE
GE AEROSPACE
+$27.6K
2,353
-10%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$25.4K
10,148
+0%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$22.1K
14,468
+1%
增持
—
PIONEER HIGH INCOME FUND INC
+$20.2K
38,238
+1%
减持
PFE
PFIZER INC
+$17.3K
22,140
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$14.2K
2,720
+10%
减持
CSCO
CISCO SYS INC
-$14.1K
5,688
-15%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$13.5K
3,702
+1%
减持
XGDVX
GABELLI DIVID & INCOME TR
-$13.1K
9,172
-12%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$12.6K
27,771
+0%
减持
HLT
HILTON WORLDWIDE HLDGS INC
-$12.3K
1,194
-9%
减持
SHYG
ISHARES TR
+$10.0K
9,122
-0%
增持
PEP
PEPSICO INC
+$10.0K
1,584
+1%
增持
IVW
ISHARES TR
+$9.2K
2,742
+0%
增持
AMGN
AMGEN INC
+$9.1K
922
+0%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$8.3K
20,174
+0%
增持
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$8.0K
14,587
+1%
减持
MO
ALTRIA GROUP INC
-$7.9K
4,178
-14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$7.3K
4,585
-22%
减持
PAYX
PAYCHEX INC
-$7.3K
1,770
-14%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$7.0K
11,569
+0%
增持
HIX
WESTERN ASSET HIGH INCOM FD
+$6.6K
24,986
+2%
增持
CHW
CALAMOS GBL DYN INCOME FUND
+$6.5K
16,823
+1%
减持
QQQ
INVESCO QQQ TR
+$6.5K
772
-0%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$6.2K
13,068
+3%
增持
ADI
ANALOG DEVICES INC
+$6.1K
1,009
+2%
增持
—
VIRTUS CONVERTIBLE & INC FD
+$5.8K
25,499
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.2K
400
-9%
减持
BX
BLACKSTONE INC
+$4.2K
1,496
-18%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.9K
13,421
-9%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$455
12,475
-0%
