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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 148 项
建仓 28
增持 60
减持 39
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$13.6M
175,089
减持
GTOQ
INVESCO ACTIVELY MANAGED EXC
-$12.2M
17,017
-97%
建仓
JAAA
JANUS DETROIT STR TR
+$10.8M
212,675
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
BIL
SPDR SERIES TRUST
-$9.4M
2,525
-98%
建仓
BOND
PIMCO ETF TR
+$8.4M
90,865
增持
QQQE
DIREXION SHS ETF TR
+$3.2M
120,418
+21%
减持
SMH
VANECK ETF TRUST
-$2.7M
1,320
-91%
减持
IVV
ISHARES TR
+$2.4M
48,057
-1%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$2.0M
9,670
-82%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
25,034
+16%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.6M
51,530
+33%
增持
META
META PLATFORMS INC
+$1.3M
5,837
+12%
减持
ITA
ISHARES TR
+$1.2M
34,294
-0%
增持
AXON
AXON ENTERPRISE INC
+$1.0M
3,344
+1%
减持
DJD
INVESCO EXCHANGE TRADED FD T
-$852.8K
220,524
-7%
减持
SRLN
SSGA ACTIVE ETF TR
-$842.7K
198,826
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$803.4K
2,665
-15%
增持
PAVE
GLOBAL X FDS
+$778.0K
88,093
+9%
建仓
CVNA
CARVANA CO
+$707.0K
2,098
建仓
TSLA
TESLA INC
+$678.2K
2,135
减持
MSFT
MICROSOFT CORP
+$667.8K
11,505
-15%
增持
JPM
JPMORGAN CHASE & CO.
+$585.0K
4,826
+45%
建仓
LITE
LUMENTUM HLDGS INC
+$583.6K
6,140
建仓
MOD
MODINE MFG CO
+$568.0K
5,766
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$565.2K
199,464
-6%
增持
NFLX
NETFLIX INC
+$562.9K
919
+28%
建仓
BROS
DUTCH BROS INC
+$547.6K
8,009
建仓
PFS
PROVIDENT FINL SVCS INC
+$538.5K
30,717
清仓
PEGA
PEGASYSTEMS INC
-$536.5K
0
-100%
建仓
URBN
URBAN OUTFITTERS INC
+$524.3K
7,227
清仓
INTA
INTAPP INC
-$522.9K
0
-100%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$511.5K
3,323
减持
QUAL
ISHARES TR
+$469.5K
46,657
-1%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$453.7K
8,721
增持
GOOG
ALPHABET INC
+$450.6K
11,195
+14%
建仓
BRBR
BELLRING BRANDS INC
+$447.7K
7,728
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$420.2K
24,762
+1%
清仓
GMED
GLOBUS MED INC
-$395.9K
0
-100%
减持
AAPL
APPLE INC
-$395.3K
17,067
-3%
清仓
BE
BLOOM ENERGY CORP
-$373.9K
0
-100%
清仓
INTU
INTUIT
-$372.7K
0
-100%
清仓
FRPT
FRESHPET INC
-$371.1K
0
-100%
清仓
BILL
BILL HOLDINGS INC
-$370.3K
0
-100%
清仓
DOCN
DIGITALOCEAN HLDGS INC
-$368.6K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$350.5K
0
-100%
清仓
—
CONFLUENT INC
-$349.9K
0
-100%
减持
AVGO
BROADCOM INC
+$341.5K
5,121
-20%
增持
OKLO
OKLO INC
+$341.4K
9,770
+3%
增持
DOCS
DOXIMITY INC
+$337.8K
13,733
+58%
清仓
GTLB
GITLAB INC
-$327.5K
0
-100%
清仓
BP
BP PLC
-$322.0K
0
-100%
清仓
FRSH
FRESHWORKS INC
-$319.6K
0
-100%
建仓
SMR
NUSCALE PWR CORP
+$317.9K
8,036
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$317.6K
1,308
增持
WAY
WAYSTAR HLDG CORP
+$312.6K
16,878
+67%
建仓
APH
AMPHENOL CORP NEW
+$310.9K
3,149
增持
WFC
WELLS FARGO CO NEW
+$310.3K
7,144
+96%
建仓
WGS
GENEDX HOLDINGS CORP
+$298.1K
3,229
减持
VRT
VERTIV HOLDINGS CO
+$291.5K
7,409
-19%
建仓
AVAV
AEROVIRONMENT INC
+$284.9K
1,000
清仓
EQIX
EQUINIX INC
-$284.2K
0
-100%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$273.3K
2,545
减持
TJX
TJX COS INC NEW
-$273.1K
1,725
-57%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$265.5K
2,513
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$265.4K
4,949
+2%
建仓
BKNG
BOOKING HOLDINGS INC
+$265.0K
46
建仓
MCD
MCDONALDS CORP
+$254.7K
872
清仓
PFE
PFIZER INC
-$247.4K
0
-100%
建仓
RTX
RTX CORPORATION
+$240.1K
1,644
建仓
NNE
NANO NUCLEAR ENERGY INC
+$220.2K
6,385
增持
LRN
STRIDE INC
+$217.7K
4,553
+30%
建仓
CRBN
ISHARES TR
+$216.5K
1,022
清仓
BLK
BLACKROCK INC
-$216.0K
0
-100%
清仓
MFC
MANULIFE FINL CORP
-$213.4K
0
-100%
增持
LTH
LIFE TIME GROUP HOLDINGS INC
+$211.3K
18,658
+59%
建仓
BAC
BANK AMERICA CORP
+$211.0K
4,458
清仓
TXN
TEXAS INSTRS INC
-$210.3K
0
-100%
建仓
ELF
E L F BEAUTY INC
+$208.3K
1,674
清仓
XLE
SELECT SECTOR SPDR TR
-$204.4K
0
-100%
增持
GE
GE AEROSPACE
+$204.1K
3,217
+3%
清仓
CRM
SALESFORCE INC
-$200.5K
0
-100%
增持
GH
GUARDANT HEALTH INC
+$200.3K
16,353
+7%
增持
NOW
SERVICENOW INC
+$198.5K
496
+27%
增持
MA
MASTERCARD INCORPORATED
+$197.4K
1,329
+33%
减持
HD
HOME DEPOT INC
-$192.9K
1,346
-28%
减持
—
EXXON MOBIL CORP
-$185.1K
8,302
-9%
减持
ABBV
ABBVIE INC
-$184.2K
2,890
-16%
清仓
FLC
FLAHERTY & CRUMRINE TOTAL RE
-$174.4K
0
-100%
增持
T
AT&T INC
+$161.9K
14,120
+62%
增持
TMUS
T-MOBILE US INC
+$146.6K
2,011
+61%
增持
ISRG
INTUITIVE SURGICAL INC
+$143.4K
928
+27%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$138.6K
85,401
+4%
减持
CVX
CHEVRON CORP NEW
-$136.2K
2,373
-17%
建仓
F
FORD MTR CO
+$131.8K
12,151
增持
SFM
SPROUTS FMRS MKT INC
+$131.3K
4,167
+15%
减持
AMGN
AMGEN INC
-$129.5K
995
-24%
增持
PG
PROCTER AND GAMBLE CO
+$125.3K
2,139
+69%
增持
SPYX
SPDR SERIES TRUST
+$118.8K
7,227
+33%
减持
JNJ
JOHNSON & JOHNSON
-$108.3K
2,597
-15%
增持
SPY
SPDR S&P 500 ETF TR
+$106.2K
1,605
+1%
增持
MRK
MERCK & CO INC
+$99.5K
3,929
+67%
减持
DUOL
DUOLINGO INC
+$95.7K
1,359
-9%
减持
PEP
PEPSICO INC
-$92.4K
1,565
-22%
减持
GOOGL
ALPHABET INC
-$91.4K
1,195
-39%
减持
VZ
VERIZON COMMUNICATIONS INC
-$85.0K
12,859
-9%
减持
KO
COCA COLA CO
-$83.1K
5,202
-17%
增持
—
AXALTA COATING SYS LTD
+$80.9K
15,992
+35%
增持
DSI
ISHARES TR
+$80.1K
2,874
+16%
减持
VPU
VANGUARD WORLD FD
+$79.5K
20,748
-1%
减持
AMZN
AMAZON COM INC
-$78.2K
16,512
-15%
增持
UPS
UNITED PARCEL SERVICE INC
+$75.2K
3,374
+40%
减持
CSCO
CISCO SYS INC
-$71.6K
4,982
-26%
减持
V
VISA INC
-$68.9K
2,092
-10%
增持
CMCSA
COMCAST CORP NEW
+$68.7K
10,684
+26%
增持
QQQ
INVESCO QQQ TR
+$64.3K
774
+0%
增持
USFR
WISDOMTREE TR
+$61.9K
8,562
+17%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$60.0K
1,999
-6%
增持
IVW
ISHARES TR
+$47.6K
2,748
+0%
减持
WMT
WALMART INC
+$47.1K
13,899
-7%
增持
LLY
ELI LILLY & CO
+$45.1K
974
+13%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$43.6K
70,358
+8%
增持
ADI
ANALOG DEVICES INC
+$41.5K
1,030
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$41.2K
15,121
+6%
增持
DE
DEERE & CO
+$38.6K
488
+9%
增持
IYH
ISHARES TR
-$30.2K
6,915
+0%
增持
MO
ALTRIA GROUP INC
+$29.0K
5,128
+13%
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$28.8K
28,208
-2%
减持
PGR
PROGRESSIVE CORP
-$27.2K
1,592
-0%
增持
COST
COSTCO WHSL CORP NEW
+$20.5K
312
+2%
增持
PAYX
PAYCHEX INC
+$20.0K
2,302
+13%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$19.5K
9,310
+1%
建仓
—
CLICK HLDGS LTD
+$16.9K
40,294
增持
—
PIONEER HIGH INCOME FUND INC
+$15.4K
41,033
+0%
减持
EAT
BRINKER INTL INC
+$15.3K
3,190
-15%
增持
CHW
CALAMOS GBL DYN INCOME FUND
+$14.3K
18,462
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$13.7K
1,125
-1%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$10.8K
3,675
+1%
减持
RCS
PIMCO STRATEGIC INCOME FD
-$8.8K
12,050
-19%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$5.9K
12,752
+0%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$5.6K
14,025
+2%
减持
SHYG
ISHARES TR
-$5.0K
8,965
-3%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$4.2K
19,941
+0%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$3.5K
11,762
+1%
增持
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$2.8K
15,257
+3%
增持
HYI
WESTERN ASSET HIGH YIELD DEF
+$2.8K
11,604
+1%
增持
NHS
NEUBERGER BERMAN HIGH YIELD
+$1.4K
15,568
+2%
增持
RQI
COHEN & STEERS QUALITY INCOM
-$523
10,280
+0%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
-$397
13,403
+2%
