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Phoenix Wealth Advisors 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Phoenix Wealth Advisors
报告期 2026-03-31 · CIK 0001842362
持仓数
126
前50大市值合计
$215.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 119 项
建仓 13
增持 44
减持 19
清仓 43
方向
标的
Δ市值
现股数(环比)
减持
DIVO
AMPLIFY ETF TR
-$6.1M
11,519
-93%
清仓
CSCO
CISCO SYS INC
-$3.8M
0
-100%
建仓
AVGO
BROADCOM INC
+$3.4M
5,606
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。
清仓
PEP
PEPSICO INC
-$3.3M
0
-100%
清仓
SUI
SUN CMNTYS INC
-$2.9M
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$2.8M
0
-100%
清仓
TSLA
TESLA INC
-$2.7M
0
-100%
清仓
—
GARMIN LTD
-$2.6M
0
-100%
增持
—
CHUBB LIMITED
+$2.5M
13,758
+548%
增持
AAPL
APPLE INC
+$2.3M
32,706
+73%
清仓
ABR
ARBOR REALTY TRUST INC
-$2.1M
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$1.9M
0
-100%
减持
HD
HOME DEPOT INC
-$1.2M
10,389
-0%
增持
UNP
UNION PAC CORP
+$1.2M
11,490
+77%
减持
FITB
FIFTH THIRD BANCORP
-$1.1M
48,772
-30%
清仓
COIN
COINBASE GLOBAL INC
-$1.0M
0
-100%
清仓
SHOP
SHOPIFY INC
-$979.0K
0
-100%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$879.0K
7,570
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$858.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$778.0K
0
-100%
清仓
—
LAM RESEARCH CORP
-$731.0K
0
-100%
减持
—
EATON CORP PLC
-$713.0K
21,416
-3%
减持
NVDA
NVIDIA CORPORATION
-$707.0K
2,135
-49%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$697.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$681.0K
10,739
-17%
清仓
TRMB
TRIMBLE INC
-$679.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$663.0K
0
-100%
清仓
IDXX
IDEXX LABS INC
-$641.0K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$601.0K
1,617
清仓
PYPL
PAYPAL HLDGS INC
-$580.0K
0
-100%
建仓
—
ARISTA NETWORKS INC
+$550.0K
4,164
减持
MA
MASTERCARD INCORPORATED
-$550.0K
743
-67%
清仓
—
MEDTRONIC PLC
-$548.0K
0
-100%
清仓
—
TARGET CORP
-$541.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$538.0K
21,595
+1%
清仓
BURL
BURLINGTON STORES INC
-$518.0K
0
-100%
清仓
SNAP
SNAP INC
-$516.0K
0
-100%
清仓
—
CRISPR THERAPEUTICS AG
-$502.0K
0
-100%
建仓
ZTS
ZOETIS INC
+$494.0K
2,581
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$490.0K
0
-100%
建仓
A
AGILENT TECHNOLOGIES INC
+$482.0K
3,633
建仓
DDOG
DATADOG INC
+$475.0K
3,463
增持
MSFT
MICROSOFT CORP
-$466.0K
16,943
+3%
建仓
—
BARRICK GOLD CORP
+$451.0K
18,312
清仓
BX
BLACKSTONE INC
-$439.0K
0
-100%
建仓
BEAM
BEAM THERAPEUTICS INC
+$437.0K
7,970
清仓
ABBV
ABBVIE INC
-$388.0K
0
-100%
增持
U
UNITY SOFTWARE INC
-$370.0K
7,809
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$356.0K
9,747
-3%
增持
JNJ
JOHNSON & JOHNSON
+$347.0K
19,470
+4%
减持
HUBS
HUBSPOT INC
-$342.0K
1,024
-16%
增持
DRI
DARDEN RESTAURANTS INC
-$334.0K
20,403
+4%
清仓
GIS
GENERAL MLS INC
-$319.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$305.0K
0
-100%
清仓
GNTX
GENTEX CORP
-$292.0K
0
-100%
增持
MRK
MERCK & CO INC
+$280.0K
13,203
+20%
增持
ROKU
ROKU INC
-$278.0K
6,961
+43%
增持
SQ
BLOCK INC
+$278.0K
6,582
+86%
增持
ARKK
ARK ETF TR
-$277.0K
9,016
+1%
建仓
COR
AMERISOURCEBERGEN CORP
+$272.0K
1,719
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$266.0K
0
-100%
清仓
ADSK
AUTODESK INC
-$258.0K
0
-100%
清仓
EXC
EXELON CORP
-$258.0K
0
-100%
清仓
IVV
ISHARES TR
-$256.0K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$255.0K
0
-100%
减持
FAST
FASTENAL CO
-$254.0K
48,605
-1%
清仓
PANW
PALO ALTO NETWORKS INC
-$251.0K
0
-100%
清仓
NKE
NIKE INC
-$249.0K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$234.0K
2,235
增持
WMT
WALMART INC
+$233.0K
7,663
+16%
清仓
FTV
FORTIVE CORP
-$219.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$217.0K
20,303
-2%
清仓
—
AMERISOURCEBERGEN CORP
-$214.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$214.0K
0
-100%
增持
VOTE
ENGINE NO 1 ETF TRUST
+$205.0K
35,157
+21%
清仓
TFC
TRUIST FINL CORP
-$205.0K
0
-100%
建仓
EVRG
EVERGY INC
+$204.0K
2,893
清仓
IWR
ISHARES TR
-$201.0K
0
-100%
清仓
V
VISA INC
-$200.0K
0
-100%
增持
CME
CME GROUP INC
+$184.0K
2,802
+29%
增持
TDOC
TELADOC HEALTH INC
-$177.0K
15,716
+16%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$173.0K
5,728
+8%
减持
PKG
PACKAGING CORP AMER
+$172.0K
14,648
-3%
增持
—
SPOTIFY TECHNOLOGY S A
-$167.0K
5,471
+33%
减持
GNRC
GENERAC HLDGS INC
-$159.0K
1,873
-9%
增持
NEE
NEXTERA ENERGY INC
-$143.0K
32,511
+3%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$130.0K
8,076
-2%
增持
CMCSA
COMCAST CORP NEW
+$116.0K
12,121
+32%
增持
VLO
VALERO ENERGY CORP
+$100.0K
2,952
+8%
增持
DHR
DANAHER CORPORATION
-$99.0K
4,210
+5%
减持
ABT
ABBOTT LABS
-$95.0K
1,854
-18%
增持
IAU
ISHARES GOLD TR
+$94.0K
10,183
+27%
增持
MSI
MOTOROLA SOLUTIONS INC
+$93.0K
2,202
+38%
增持
AXP
AMERICAN EXPRESS CO
+$89.0K
2,674
+9%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$87.0K
1,353
+10%
增持
APD
AIR PRODS & CHEMS INC
+$65.0K
1,981
+40%
增持
TROW
PRICE T ROWE GROUP INC
-$58.0K
1,992
+11%
增持
ECL
ECOLAB INC
-$56.0K
1,615
+9%
清仓
—
MFS HIGH YIELD MUN TR
-$49.0K
0
-100%
增持
NTLA
INTELLIA THERAPEUTICS INC
+$48.0K
8,265
+91%
增持
MINT
PIMCO ETF TR
+$44.0K
6,815
+8%
建仓
XCMUX
MFS HIGH YIELD MUN TR
+$41.0K
10,900
增持
—
BLACKROCK INC
-$41.0K
406
+8%
减持
PAYX
PAYCHEX INC
-$39.0K
23,214
-5%
增持
SYY
SYSCO CORP
+$36.0K
3,407
+8%
增持
INTC
INTEL CORP
-$36.0K
14,016
+3%
增持
HON
HONEYWELL INTL INC
-$34.0K
4,239
+3%
减持
CVX
CHEVRON CORP NEW
+$34.0K
1,940
-20%
减持
AMGN
AMGEN INC
+$31.0K
3,394
-7%
增持
SYK
STRYKER CORPORATION
+$27.0K
1,179
+9%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$25.0K
2,336
+8%
增持
CAG
CONAGRA BRANDS INC
+$19.0K
7,134
+8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$17.0K
55,662
-3%
增持
AMZN
AMAZON COM INC
-$16.0K
122
+1%
增持
EXAS
EXACT SCIENCES CORP
+$13.0K
10,901
+15%
增持
SNA
SNAP ON INC
+$10.0K
1,156
+8%
增持
ULTA
ULTA BEAUTY INC
+$9.0K
994
+8%
增持
ORCL
ORACLE CORP
+$3.0K
5,353
+7%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$0
2,198
+8%