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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 142 项
建仓 12
增持 94
减持 29
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
EWY
ISHARES INC
+$6.4M
54,718
+1747%
减持
IVV
ISHARES TR
-$6.1M
11,677
-42%
建仓
ISCG
ISHARES TR
+$6.0M
109,752
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
QQQE
DIREXION SHARES ETF TRUST
-$5.6M
71,972
-42%
建仓
VWOB
VANGUARD WHITEHALL FDS
+$5.6M
85,019
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$4.4M
145,652
-37%
增持
MSFT
MICROSOFT CORP
-$1.2M
12,798
+4%
减持
XLE
SELECT SECTOR SPDR TR
+$1.0M
85,179
-9%
增持
VPU
VANGUARD WORLD FD
+$745.6K
24,312
+10%
增持
DJD
INVESCO EXCHANGE TRADED FD T
+$745.3K
248,929
+1%
增持
JAAA
JANUS DETROIT STR TR
+$726.8K
242,446
+7%
减持
LITE
LUMENTUM HLDGS INC
+$715.9K
2,410
-9%
增持
BOND
PIMCO ETF TR
+$687.1K
116,458
+8%
增持
VRT
VERTIV HOLDINGS CO
+$686.8K
7,265
+4%
建仓
PFS
PROVIDENT FINL SVCS INC
+$619.1K
29,258
增持
HYDW
DBX ETF TR
+$574.7K
38,629
+49%
增持
PHYL
PGIM ETF TR
+$544.6K
51,714
+47%
减持
KBE
SPDR SERIES TRUST
-$537.8K
107,400
-6%
减持
MOD
MODINE MFG CO
+$437.5K
5,561
-3%
增持
META
META PLATFORMS INC
-$390.0K
6,432
+4%
增持
—
EXXON MOBIL CORP
+$357.8K
6,989
+2%
增持
AAPL
APPLE INC
-$319.7K
17,722
+0%
增持
OKLO
OKLO INC
-$304.3K
24,145
+15%
增持
NPO
ENPRO INC
+$298.9K
4,860
+13%
增持
WGS
GENEDX HOLDINGS CORP
-$286.1K
8,581
+33%
增持
BE
BLOOM ENERGY CORP
+$285.2K
5,446
+5%
增持
AMZN
AMAZON COM INC
-$284.1K
16,210
+2%
建仓
IBD
NORTHERN LTS FD TR IV
+$268.1K
11,238
增持
SRLN
SSGA ACTIVE ETF TR
+$263.1K
252,778
+6%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$260.7K
42,989
-6%
减持
PAVE
GLOBAL X FDS
+$258.6K
88,760
-0%
建仓
C
CITIGROUP INC
+$248.1K
2,187
建仓
LRCX
LAM RESEARCH CORP
+$244.4K
1,144
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$229.5K
0
-100%
增持
DOCS
DOXIMITY INC
-$224.0K
20,374
+29%
建仓
DUK
DUKE ENERGY CORP NEW
+$218.0K
1,665
清仓
CLOZ
SERIES PORTFOLIOS TR
-$216.2K
0
-100%
建仓
USMV
ISHARES TR
+$212.3K
2,289
清仓
LDOS
LEIDOS HOLDINGS INC
-$209.5K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$209.0K
0
-100%
清仓
JEPQ
J P MORGAN EXCHANGE TRADED F
-$205.0K
0
-100%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$203.6K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$202.4K
0
-100%
建仓
BIBL
NORTHERN LTS FD TR IV
+$200.9K
4,260
建仓
IJR
ISHARES TR
+$200.5K
1,613
建仓
MDY
STATE STR SPDR S&P MIDCAP 40
+$200.4K
325
增持
CRS
CARPENTER TECHNOLOGY CORP
+$195.5K
1,934
+7%
增持
GOOG
ALPHABET INC
-$191.5K
9,505
+2%
增持
WMT
WALMART INC
+$185.9K
14,144
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$177.6K
11,301
+10%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$168.3K
2,238
-6%
增持
UNH
UNITEDHEALTH GROUP INC
-$166.7K
2,807
+0%
减持
CAT
CATERPILLAR INC
+$165.3K
1,491
-4%
增持
CVNA
CARVANA CO
-$164.2K
1,871
+5%
增持
NFLX
NETFLIX INC.
+$164.1K
10,936
+16%
减持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$162.7K
28,888
-0%
增持
AVGO
BROADCOM INC
-$155.7K
5,194
+2%
减持
ITA
ISHARES TR
+$144.1K
37,593
-0%
增持
AXON
AXON ENTERPRISE INC
-$142.2K
4,083
+24%
减持
USFR
WISDOMTREE TR
-$137.8K
4,787
-36%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$129.7K
1,953
-4%
增持
Z
ZILLOW GROUP INC
-$129.4K
8,082
+19%
减持
LRN
STRIDE INC
+$117.4K
5,063
-0%
增持
JPM
JPMORGAN CHASE & CO
-$113.6K
5,686
+3%
增持
IRTC
IRHYTHM HOLDINGS INC
-$112.5K
3,210
+16%
增持
LLY
ELI LILLY & CO
-$111.1K
1,031
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$106.8K
11,151
+0%
增持
CVX
CHEVRON CORPORATION
+$102.9K
1,880
+0%
减持
JNJ
JOHNSON & JOHNSON
+$102.7K
2,757
-0%
增持
MA
MASTERCARD INCORPORATED
-$86.5K
1,308
+1%
增持
DUOL
DUOLINGO INC
-$86.5K
2,635
+34%
增持
TSLA
TESLA INC
-$85.4K
1,869
+8%
增持
V
VISA INC
-$82.5K
1,918
+2%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$72.4K
2,997
+16%
增持
PTL
NORTHERN LTS FD TR IV
+$71.5K
1,308
+27%
增持
COST
COSTCO WHOLESALE CORPORATION
+$69.2K
495
+1%
增持
GOOGL
ALPHABET INC
+$68.5K
1,664
+27%
增持
LMT
LOCKHEED MARTIN CORP
+$68.1K
556
+0%
增持
WFC
WELLS FARGO & CO
-$66.0K
7,732
+6%
减持
GDXJ
VANECK ETF TRUST
-$63.2K
55,337
-6%
减持
FGDL
FRANKLIN TEMPLETON HOLDINGS
-$62.9K
4,418
-25%
减持
APLD
APPLIED DIGITAL CORP
-$60.4K
53,491
-1%
增持
T
AT&T INC
+$58.1K
13,688
+0%
增持
DE
DEERE & CO
+$52.7K
500
+2%
增持
ADI
ANALOG DEVICES INC
+$49.4K
1,034
+0%
增持
GLD
SPDR GOLD TR
+$49.0K
765
+8%
增持
QUAL
ISHARES TR
+$48.8K
51,136
+4%
增持
MRK
MERCK & CO INC
+$48.5K
3,068
+1%
减持
HD
HOME DEPOT INC
-$46.4K
1,091
-7%
增持
GH
GUARDANT HEALTH INC
-$36.7K
11,320
+7%
增持
PFE
PFIZER INC
+$34.5K
8,738
+3%
减持
ABBV
ABBVIE INC
-$33.9K
2,668
-1%
增持
AVAV
AEROVIRONMENT INC
+$32.7K
1,500
+50%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$29.9K
192,789
+2%
减持
QQQ
INVESCO QQQ TR
-$29.7K
776
-0%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
-$29.6K
87,433
+1%
增持
MDLZ
MONDELEZ INTL INC
+$29.4K
6,995
+1%
增持
IVW
ISHARES TR
-$27.8K
2,753
+0%
增持
KO
COCA COLA CO
+$27.4K
3,990
+1%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$27.4K
24,224
+20%
增持
PGR
PROGRESSIVE CORP
-$26.3K
1,697
+7%
减持
HTD
HANCOCK JOHN TAX-ADVANTAGED
+$24.5K
27,622
-1%
增持
CEG
CONSTELLATION ENERGY CORP
-$23.8K
2,409
+22%
增持
IYH
ISHARES TR
-$23.7K
6,931
+0%
增持
BAC
BANK AMERICA CORP
-$22.9K
5,462
+4%
增持
RIOT
RIOT PLATFORMS INC
+$21.5K
37,480
+8%
增持
AMGN
AMGEN INC
+$20.6K
802
+0%
增持
DSI
ISHARES TR
-$18.6K
3,127
+1%
增持
FEZ
SPDR INDEX SHS FDS
+$18.5K
5,229
+10%
增持
TKO
TKO GROUP HOLDINGS INC
+$18.1K
2,678
+7%
增持
NHS
NEUBERGER HIGH YIELD ST FD I
-$14.5K
18,502
+2%
减持
RTX
RTX CORPORATION
+$13.7K
1,579
-0%
增持
APH
AMPHENOL CORP
+$13.7K
3,540
+10%
增持
TJX
TJX COS INC NEW
+$13.6K
1,794
+1%
减持
SMH
VANECK ETF TRUST
+$13.3K
1,067
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.0K
16,292
+2%
增持
PWV
INVESCO EXCHANGE TRADED FD T
+$12.8K
3,713
+0%
增持
GE
GE AEROSPACE
-$11.7K
1,696
+6%
增持
HALO
HALOZYME THERAPEUTICS INC
+$9.2K
7,843
+6%
增持
PEG
PUBLIC SVC ENTERPRISE GROUP
+$8.9K
12,541
+0%
增持
SMR
NUSCALE PWR CORP
-$8.7K
51,356
+29%
增持
BTZ
BLACKROCK CR ALLOCATION
-$8.0K
13,087
+1%
减持
UPS
UNITED PARCEL SVCS INC
-$7.4K
2,692
-2%
增持
NVDA
NVIDIA CORPORATION
+$7.4K
24,786
+7%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$7.4K
11,477
+1%
增持
BIL
SPDR SERIES TRUST
+$7.2K
2,358
+3%
增持
XGDVX
GABELLI DIVID & INCOME TR
-$6.8K
10,137
+1%
增持
USA
LIBERTY ALL STAR EQUITY FD
-$5.3K
14,263
+6%
增持
GTOQ
INVESCO ACTIVELY MANAGED EXC
-$5.3K
10,572
+0%
减持
HIX
WESTERN ASSET HIGH INCOM FD
-$5.2K
27,099
-0%
增持
MCD
MCDONALDS CORP
+$5.1K
820
+0%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$4.7K
94,816
+3%
增持
HYI
WESTERN ASSET HIGH YIELD OPP
-$4.4K
12,914
+1%
增持
NDMO
NUVEEN DYNAMIC MUN OPPORTUNI
+$3.9K
12,746
+1%
增持
SHYG
ISHARES TR
-$3.5K
8,454
+0%
增持
PG
PROCTER & GAMBLE CO
+$3.0K
2,220
+0%
增持
RCS
PIMCO STRATEGIC INCOME FD
-$2.3K
12,202
+0%
增持
XIGDX
VOYA GLBL EQTY DIV & PREM OP
+$2.1K
16,481
+3%
减持
CSCO
CISCO SYS INC
+$1.3K
4,197
-0%
增持
MFIC
MIDCAP FINANCIAL INVSTMNT CO
+$1.2K
10,844
+3%
增持
CHW
CALAMOS GBL DYN INCOME FUND
-$1.1K
19,252
+1%
建仓
NHS-R
NEUBERGER HIGH YIELD ST FD I
+$147
18,337
