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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 145 项
建仓 14
增持 63
减持 57
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$3.3M
39,642
-18%
建仓
XLE
SELECT SECTOR SPDR TR
+$3.2M
36,200
增持
OKLO
OKLO INC
+$1.5M
17,896
+83%
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
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.3M
223,918
+12%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$1.2M
234,159
+6%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$1.1M
25,037
+1%
增持
BOND
PIMCO ETF TR
+$1.1M
101,676
+12%
增持
JAAA
JANUS DETROIT STR TR
+$1.0M
232,830
+9%
建仓
APLD
APPLIED DIGITAL CORP
+$978.1K
42,636
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$948.8K
8,900
+80%
增持
ITA
ISHARES TR
+$925.9K
35,339
+3%
减持
AAPL
APPLE INC
+$811.2K
16,938
-1%
增持
SRLN
SSGA ACTIVE ETF TR
+$720.8K
216,209
+9%
增持
QUAL
ISHARES TR
+$697.6K
47,442
+2%
清仓
SFM
SPROUTS FMRS MKT INC
-$686.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$681.1K
24,848
-1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$653.0K
178,225
+2%
增持
SMR
NUSCALE PWR CORP
+$594.7K
25,351
+215%
清仓
LTH
LIFE TIME GROUP HOLDINGS INC
-$565.9K
0
-100%
清仓
PFS
PROVIDENT FINL SVCS INC
-$538.5K
0
-100%
减持
GOOG
ALPHABET INC
+$520.6K
10,291
-8%
增持
WGS
GENEDX HOLDINGS CORP
+$502.0K
7,426
+130%
清仓
—
AXALTA COATING SYS LTD
-$474.8K
0
-100%
增持
VPU
VANGUARD WORLD FD
+$456.0K
21,743
+5%
清仓
BRBR
BELLRING BRANDS INC
-$447.7K
0
-100%
减持
AXON
AXON ENTERPRISE INC
-$429.7K
3,259
-3%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$350.6K
2,586
+98%
清仓
CSCO
CISCO SYS INC
-$345.6K
0
-100%
增持
MSFT
MICROSOFT CORP
+$345.3K
11,716
+2%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$339.2K
46,895
-9%
清仓
—
PIONEER HIGH INCOME FUND INC
-$332.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$279.8K
787
减持
QQQE
DIREXION SHS ETF TR
+$268.9K
119,153
-1%
清仓
BKNG
BOOKING HOLDINGS INC
-$265.0K
0
-100%
减持
LRN
STRIDE INC
-$258.0K
2,707
-41%
建仓
FEZ
SPDR INDEX SHS FDS
+$243.9K
3,926
减持
PAVE
GLOBAL X FDS
+$240.9K
85,660
-3%
清仓
VTI
VANGUARD INDEX FDS
-$237.4K
0
-100%
建仓
PTL
NORTHERN LTS FD TR IV
+$237.2K
952
建仓
MTB
M & T BK CORP
+$235.8K
1,193
建仓
LDOS
LEIDOS HOLDINGS INC
+$219.3K
1,160
建仓
PM
PHILIP MORRIS INTL INC
+$218.3K
1,346
清仓
CRBN
ISHARES TR
-$216.5K
0
-100%
建仓
PFE
PFIZER INC
+$216.1K
8,479
建仓
EWY
ISHARES INC
+$215.1K
2,685
减持
MOD
MODINE MFG CO
+$214.0K
5,501
-5%
增持
WMT
WALMART INC
+$207.2K
15,197
+9%
减持
LITE
LUMENTUM HLDGS INC
+$206.9K
4,858
-21%
建仓
DUK
DUKE ENERGY CORP NEW
+$206.2K
1,666
清仓
XLP
SELECT SECTOR SPDR TR
-$206.2K
0
-100%
建仓
TKO
TKO GROUP HOLDINGS INC
+$204.3K
1,012
减持
EAT
BRINKER INTL INC
-$203.8K
2,933
-8%
建仓
EQIX
EQUINIX INC
+$200.0K
255
减持
WAY
WAYSTAR HLDG CORP
-$197.6K
12,979
-23%
减持
BROS
DUTCH BROS INC
-$194.9K
6,738
-16%
减持
HALO
HALOZYME THERAPEUTICS INC
+$178.7K
8,623
-1%
增持
NNE
NANO NUCLEAR ENERGY INC
+$170.5K
10,134
+59%
减持
LMT
LOCKHEED MARTIN CORP
-$165.7K
712
-37%
增持
SPY
SPDR S&P 500 ETF TR
+$157.6K
1,725
+7%
减持
DUOL
DUOLINGO INC
-$153.8K
1,254
-8%
增持
JNJ
JOHNSON & JOHNSON
+$150.0K
2,948
+14%
减持
ABBV
ABBVIE INC
+$132.6K
2,889
-0%
减持
USFR
WISDOMTREE TR
-$132.3K
5,937
-31%
减持
NFLX
NETFLIX INC
-$131.3K
917
-0%
建仓
MFIC
MIDCAP FINANCIAL INVSTMNT CO
+$122.5K
10,217
减持
LLY
ELI LILLY & CO
-$119.7K
839
-14%
减持
GH
GUARDANT HEALTH INC
+$108.5K
15,357
-6%
减持
JPM
JPMORGAN CHASE & CO.
+$108.5K
4,779
-1%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$102.2K
7,534
-22%
减持
GE
GE AEROSPACE
+$101.2K
3,089
-4%
减持
NOW
SERVICENOW INC
-$100.6K
445
-10%
增持
GOOGL
ALPHABET INC
+$99.4K
1,275
+7%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$98.1K
72,363
+3%
减持
VRT
VERTIV HOLDINGS CO
+$97.4K
6,952
-6%
减持
META
META PLATFORMS INC
-$95.1K
5,737
-2%
减持
V
VISA INC
-$92.8K
1,904
-9%
减持
DOCS
DOXIMITY INC
+$89.5K
12,739
-7%
减持
CRS
CARPENTER TECHNOLOGY CORP
-$88.6K
2,468
-2%
减持
AVGO
BROADCOM INC
+$88.2K
4,546
-11%
减持
CVNA
CARVANA CO
-$71.6K
1,684
-20%
增持
ISRG
INTUITIVE SURGICAL INC
-$71.0K
968
+4%
增持
SMH
VANECK ETF TRUST
+$70.8K
1,345
+2%
减持
APH
AMPHENOL CORP NEW
+$67.7K
3,060
-3%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$66.1K
11,324
-11%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$62.9K
13,952
-8%
增持
DSI
ISHARES TR
+$53.3K
3,074
+7%
增持
HD
HOME DEPOT INC
+$53.0K
1,349
+0%
减持
AMZN
AMAZON COM INC
-$52.6K
16,259
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$47.9K
2,258
+13%
增持
MCD
MCDONALDS CORP
+$47.6K
995
+14%
减持
MDLZ
MONDELEZ INTL INC
-$46.8K
6,896
-3%
增持
CMCSA
COMCAST CORP NEW
-$44.8K
10,710
+0%
减持
IRTC
IRHYTHM TECHNOLOGIES INC
-$43.9K
2,719
-18%
增持
QQQ
INVESCO QQQ TR
+$39.1K
776
+0%
减持
TSLA
TESLA INC
+$38.7K
1,612
-24%
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$38.2K
28,145
-0%
增持
TJX
TJX COS INC NEW
+$36.8K
1,728
+0%
减持
URBN
URBAN OUTFITTERS INC
-$33.7K
6,869
-5%
减持
MO
ALTRIA GROUP INC
+$33.0K
5,051
-2%
减持
UNH
UNITEDHEALTH GROUP INC
+$32.9K
2,503
-6%
增持
PGR
PROGRESSIVE CORP
-$29.8K
1,599
+0%
增持
IVW
ISHARES TR
+$29.4K
2,750
+0%
减持
RTX
RTX CORPORATION
+$29.2K
1,609
-2%
增持
ELF
E L F BEAUTY INC
+$29.0K
1,791
+7%
减持
SPYX
SPDR SERIES TRUST
-$26.5K
6,227
-14%
增持
BSX
BOSTON SCIENTIFIC CORP
-$24.6K
2,547
+0%
减持
SHYG
ISHARES TR
-$24.6K
8,365
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$23.5K
13,196
+3%
增持
DE
DEERE & CO
-$22.9K
493
+1%
增持
T
AT&T INC
+$22.4K
15,265
+8%
增持
AMGN
AMGEN INC
+$22.4K
1,064
+7%
增持
PAYX
PAYCHEX INC
-$20.2K
2,482
+8%
增持
CHW
CALAMOS GBL DYN INCOME FUND
+$20.0K
20,110
+9%
增持
BAC
BANK AMERICA CORP
+$19.9K
4,475
+0%
减持
—
EXXON MOBIL CORP
-$19.7K
7,763
-6%
减持
MRK
MERCK & CO INC
+$17.2K
3,911
-0%
增持
IYH
ISHARES TR
+$15.8K
6,920
+0%
增持
COST
COSTCO WHSL CORP NEW
-$15.2K
317
+2%
增持
XGDVX
GABELLI DIVID & INCOME TR
+$14.5K
9,459
+2%
减持
BIL
SPDR SERIES TRUST
-$13.2K
2,381
-6%
增持
BTZ
BLACKROCK CR ALLOCATION INCO
+$13.1K
12,806
+9%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$12.1K
3,688
+0%
增持
NHS
NEUBERGER BERMAN HIGH YIELD
+$11.5K
17,261
+11%
减持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$10.9K
84,622
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$10.6K
791
+1%
增持
ADI
ANALOG DEVICES INC
+$10.5K
1,040
+1%
减持
PEP
PEPSICO INC
+$10.1K
1,543
-1%
减持
MA
MASTERCARD INCORPORATED
-$9.5K
1,296
-2%
减持
WFC
WELLS FARGO CO NEW
-$8.8K
6,724
-6%
增持
TMUS
T-MOBILE US INC
+$8.8K
2,038
+1%
增持
RCS
PIMCO STRATEGIC INCOME FD
+$8.1K
12,122
+1%
减持
CVX
CHEVRON CORP NEW
+$8.1K
2,240
-6%
增持
HYI
WESTERN ASSET HIGH YIELD OPP
+$8.0K
12,558
+8%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$7.8K
12,533
+0%
减持
F
FORD MTR CO
+$7.6K
11,660
-4%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$6.7K
13,637
+2%
增持
PG
PROCTER AND GAMBLE CO
+$5.5K
2,254
+5%
增持
HIX
WESTERN ASSET HIGH INCOM FD
+$4.5K
26,691
+3%
增持
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$4.3K
15,650
+3%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
-$4.2K
20,023
+0%
增持
USA
LIBERTY ALL STAR EQUITY FD
-$4.2K
14,407
+3%
增持
KO
COCA COLA CO
+$3.8K
5,606
+8%
增持
GTOQ
INVESCO ACTIVELY MANAGED EXC
+$3.3K
17,044
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.9K
4,113
+22%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$2.7K
10,048
-2%
