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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 146 项
建仓 30
增持 52
减持 41
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$1.7M
21,551
-28%
减持
AAPL
APPLE INC
-$1.6M
17,544
-20%
减持
MSFT
MICROSOFT CORP
-$1.5M
13,466
-13%
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
IBIT
ISHARES BITCOIN TRUST ETF
-$1.3M
54,708
-25%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$1.1M
238,169
+6%
减持
MA
MASTERCARD INCORPORATED
-$757.9K
1,002
-60%
减持
AVGO
BROADCOM INC
-$728.8K
6,392
-18%
建仓
VRT
VERTIV HOLDINGS CO
+$659.9K
9,140
建仓
GH
GUARDANT HEALTH INC
+$650.7K
15,275
增持
GTOQ
INVESCO ACTIVELY MANAGED EXC
+$601.0K
562,381
+6%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$599.9K
211,367
+5%
建仓
EAT
BRINKER INTL INC
+$560.0K
3,757
增持
ITA
ISHARES TR
+$559.7K
34,303
+6%
建仓
SFM
SPROUTS FMRS MKT INC
+$554.7K
3,634
增持
AMZN
AMAZON COM INC
-$548.1K
19,451
+0%
建仓
PEGA
PEGASYSTEMS INC
+$536.5K
7,717
建仓
INTA
INTAPP INC
+$522.9K
8,956
清仓
TSLA
TESLA INC
-$513.6K
0
-100%
建仓
DOCS
DOXIMITY INC
+$504.6K
8,695
减持
GOOG
ALPHABET INC
-$493.8K
9,827
-8%
减持
LLY
ELI LILLY & CO
-$467.0K
865
-43%
建仓
DUOL
DUOLINGO INC
+$461.6K
1,486
增持
VPU
VANGUARD WORLD FD
+$444.3K
20,975
+9%
建仓
LRN
STRIDE INC
+$443.4K
3,505
减持
META
META PLATFORMS INC
-$433.6K
5,209
-11%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$429.2K
2,369
清仓
REGN
REGENERON PHARMACEUTICALS
-$420.1K
0
-100%
减持
V
VISA INC
-$416.6K
2,316
-40%
增持
SRLN
SSGA ACTIVE ETF TR
+$407.1K
221,538
+6%
建仓
GMED
GLOBUS MED INC
+$395.9K
5,408
建仓
—
AXALTA COATING SYS LTD
+$393.9K
11,874
建仓
WAY
WAYSTAR HLDG CORP
+$377.2K
10,096
建仓
BE
BLOOM ENERGY CORP
+$373.9K
19,019
清仓
SMR
NUSCALE PWR CORP
-$372.9K
0
-100%
建仓
FRPT
FRESHPET INC
+$371.1K
4,461
建仓
BILL
BILL HOLDINGS INC
+$370.3K
8,069
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$368.6K
11,038
增持
QQQE
DIREXION SHS ETF TR
+$367.8K
99,327
+8%
建仓
LTH
LIFE TIME GROUP HOLDINGS INC
+$354.6K
11,741
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$354.3K
4,849
-52%
清仓
—
CHUBB LIMITED
-$352.2K
0
-100%
建仓
—
CONFLUENT INC
+$349.9K
14,928
建仓
GTLB
GITLAB INC
+$327.5K
6,967
清仓
VVX
V2X INC
-$322.5K
0
-100%
建仓
BP
BP PLC
+$322.0K
9,528
建仓
FRSH
FRESHWORKS INC
+$319.6K
22,652
增持
BIL
SPDR SER TR
+$311.9K
104,630
+3%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$282.1K
24,586
+45%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$281.4K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$271.7K
4,527
清仓
SYF
SYNCHRONY FINANCIAL
-$259.7K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$249.1K
3,319
-25%
建仓
T
AT&T INC
+$246.7K
8,725
增持
PDI
PIMCO DYNAMIC INCOME FD
+$241.5K
65,205
+14%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$238.1K
0
-100%
清仓
MCD
MCDONALDS CORP
-$236.2K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$235.1K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$232.4K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$224.6K
0
-100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
-$224.6K
38,642
+4%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$224.2K
0
-100%
增持
GE
GE AEROSPACE
+$222.0K
3,117
+29%
清仓
DASH
DOORDASH INC
-$220.6K
0
-100%
建仓
BLK
BLACKROCK INC
+$216.0K
228
建仓
MFC
MANULIFE FINL CORP
+$213.4K
6,851
清仓
UBER
UBER TECHNOLOGIES INC
-$213.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$212.2K
0
-100%
清仓
TKO
TKO GROUP HOLDINGS INC
-$211.3K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$210.3K
1,170
建仓
DE
DEERE & CO
+$209.8K
447
清仓
JETS
ETF SER SOLUTIONS
-$209.4K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$207.2K
0
-100%
建仓
OKLO
OKLO INC
+$205.6K
9,504
增持
—
EXXON MOBIL CORP
+$205.4K
9,081
+12%
清仓
ELF
E L F BEAUTY INC
-$203.6K
0
-100%
清仓
PWR
QUANTA SVCS INC
-$202.5K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$170.5K
728
-28%
增持
USFR
WISDOMTREE TR
+$163.7K
7,329
+80%
减持
UPS
UNITED PARCEL SERVICE INC
-$161.5K
2,413
-29%
增持
ABBV
ABBVIE INC
+$161.4K
3,439
+9%
减持
PG
PROCTER AND GAMBLE CO
-$161.1K
1,264
-44%
增持
AXON
AXON ENTERPRISE INC
-$160.9K
3,316
+3%
减持
GOOGL
ALPHABET INC
-$158.2K
1,953
-20%
减持
PFE
PFIZER INC
-$155.9K
9,762
-36%
减持
NOW
SERVICENOW INC
-$154.1K
391
-11%
减持
MRK
MERCK & CO INC
-$151.6K
2,356
-35%
减持
NFLX
NETFLIX INC
-$144.9K
716
-21%
增持
IVV
ISHARES TR
-$139.1K
48,779
+4%
增持
AMGN
AMGEN INC
+$138.1K
1,308
+27%
增持
KO
COCA COLA CO
+$137.0K
6,299
+25%
减持
PGR
PROGRESSIVE CORP
-$126.8K
1,597
-34%
清仓
F
FORD MTR CO
-$125.9K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$120.5K
3,045
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$117.8K
14,140
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$114.3K
3,121
-10%
减持
COST
COSTCO WHSL CORP NEW
-$112.8K
305
-30%
增持
SMH
VANECK ETF TRUST
-$110.7K
14,602
+11%
增持
QUAL
ISHARES TR
+$103.1K
47,167
+6%
减持
CAT
CATERPILLAR INC
-$100.4K
1,383
-10%
减持
—
TRANE TECHNOLOGIES PLC
-$98.3K
1,040
-14%
增持
CVX
CHEVRON CORP NEW
+$88.9K
2,845
+6%
增持
INTU
INTUIT
+$83.0K
607
+32%
清仓
—
VIRTUS CONVERTIBLE & INC FD
-$80.7K
0
-100%
减持
EQIX
EQUINIX INC
-$76.8K
349
-9%
减持
CMCSA
COMCAST CORP NEW
-$76.7K
8,473
-18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$67.9K
2,128
+1%
增持
PAVE
GLOBAL X FDS
-$67.1K
81,131
+5%
减持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
-$64.5K
13,193
-34%
增持
CSCO
CISCO SYS INC
+$63.5K
6,762
+13%
增持
PAYX
PAYCHEX INC
+$58.1K
2,041
+11%
增持
PEP
PEPSICO INC
+$54.3K
1,994
+24%
减持
CRM
SALESFORCE INC
-$54.3K
747
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$51.0K
1,583
-1%
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$45.8K
28,773
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$45.1K
1,136
+19%
增持
WFC
WELLS FARGO CO NEW
+$42.9K
3,651
+17%
减持
DSI
ISHARES TR
-$41.5K
2,478
-7%
减持
TMUS
T-MOBILE US INC
-$40.6K
1,247
-26%
减持
WMT
WALMART INC
-$38.5K
14,944
-0%
减持
TJX
TJX COS INC NEW
-$37.2K
3,991
-8%
减持
XLE
SELECT SECTOR SPDR TR
-$28.5K
2,188
-20%
增持
HD
HOME DEPOT INC
+$25.4K
1,873
+10%
增持
IVW
ISHARES TR
-$23.7K
2,746
+0%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$23.4K
82,489
+2%
增持
RCS
PIMCO STRATEGIC INCOME FD
-$19.4K
14,822
+1%
增持
—
PIONEER HIGH INCOME FUND INC
+$18.5K
40,902
+6%
增持
IYH
ISHARES TR
+$18.3K
6,910
+0%
减持
MDLZ
MONDELEZ INTL INC
+$14.1K
7,081
-9%
建仓
PLUG
PLUG POWER INC
+$13.9K
10,289
减持
VTI
VANGUARD INDEX FDS
-$12.3K
781
-0%
增持
ADI
ANALOG DEVICES INC
-$10.8K
1,010
+0%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$9.0K
19,859
-2%
减持
XLP
SELECT SECTOR SPDR TR
-$7.9K
2,546
-7%
减持
VYM
VANGUARD WHITEHALL FDS
-$7.2K
1,804
-4%
增持
NHS
NEUBERGER BERMAN HIGH YIELD
+$7.0K
15,256
+4%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$3.8K
10,232
+0%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$3.5K
11,651
+0%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$3.4K
12,690
+1%
增持
CHW
CALAMOS GBL DYN INCOME FUND
-$3.0K
18,365
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.2K
14,322
+1%
增持
FLC
FLAHERTY & CRUMRINE TOTAL RE
+$1.4K
10,391
+0%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$1.2K
9,226
+1%
增持
USA
LIBERTY ALL STAR EQUITY FD
-$948
13,721
+5%
增持
SHYG
ISHARES TR
-$758
9,213
+0%
增持
HYI
WESTERN ASSET HIGH YIELD DEF
+$640
11,509
+0%
增持
HIX
WESTERN ASSET HIGH INCOM FD
+$132
26,026
+1%
