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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 115 项
建仓 29
增持 45
减持 30
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
PEP
PEPSICO INC
+$3.0M
18,244
建仓
CSCO
CISCO SYS INC
+$2.7M
62,410
清仓
DRI
DARDEN RESTAURANTS INC
-$2.6M
0
-100%
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。
建仓
LMT
LOCKHEED MARTIN CORP
+$2.2M
5,177
建仓
TXN
TEXAS INSTRS INC
+$2.2M
14,424
建仓
SUI
SUN CMNTYS INC
+$2.1M
13,209
建仓
—
GARMIN LTD
+$1.9M
19,629
建仓
IUSG
ISHARES TR
+$1.4M
16,477
减持
CCI
CROWN CASTLE INTL CORP NEW
-$1.2M
2,288
-72%
清仓
TDOC
TELADOC HEALTH INC
-$1.1M
0
-100%
增持
AAPL
APPLE INC
-$1.1M
33,400
+2%
建仓
TSLA
TESLA INC
+$1.0M
1,519
建仓
DVN
DEVON ENERGY CORP NEW
+$951.0K
17,262
清仓
—
SPOTIFY TECHNOLOGY S A
-$797.0K
0
-100%
清仓
EXAS
EXACT SCIENCES CORP
-$749.0K
0
-100%
建仓
—
MEDTRONIC PLC
+$734.0K
8,179
清仓
U
UNITY SOFTWARE INC
-$733.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$719.0K
9,675
-1%
减持
AVGO
BROADCOM INC
-$666.0K
5,577
-1%
减持
PAYX
PAYCHEX INC
-$659.0K
23,011
-1%
增持
MSFT
MICROSOFT CORP
-$634.0K
17,286
+2%
建仓
COST
COSTCO WHSL CORP NEW
+$607.0K
1,267
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$553.0K
1,510
减持
ROKU
ROKU INC
-$521.0K
3,769
-46%
建仓
PANW
PALO ALTO NETWORKS INC
+$501.0K
1,015
减持
SQ
BLOCK INC
-$485.0K
5,900
-10%
减持
FAST
FASTENAL CO
-$481.0K
48,517
-0%
建仓
—
CRISPR THERAPEUTICS AG
+$471.0K
7,750
清仓
BEAM
BEAM THERAPEUTICS INC
-$437.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$396.0K
5,252
建仓
TRMB
TRIMBLE INC
+$391.0K
6,712
建仓
TGT
TARGET CORP
+$386.0K
2,732
建仓
UMAY
INNOVATOR ETFS TR
+$385.0K
14,815
建仓
ABBV
ABBVIE INC
+$384.0K
2,506
减持
NEE
NEXTERA ENERGY INC
-$383.0K
31,361
-4%
增持
—
EATON CORP PLC
-$378.0K
21,622
+1%
建仓
APH
AMPHENOL CORP NEW
+$376.0K
5,842
减持
FITB
FIFTH THIRD BANCORP
-$369.0K
48,498
-1%
增持
JPM
JPMORGAN CHASE & CO
-$352.0K
22,094
+2%
清仓
D
DOMINION ENERGY INC
-$345.0K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$336.0K
7,140
增持
UNP
UNION PAC CORP
-$319.0K
11,589
+1%
建仓
BX
BLACKSTONE INC
+$317.0K
3,475
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$296.0K
2,095
建仓
ENPH
ENPHASE ENERGY INC
+$289.0K
1,481
清仓
DIS
DISNEY WALT CO
-$288.0K
0
-100%
增持
VOTE
ENGINE NO 1 ETF TRUST
-$282.0K
35,473
+1%
清仓
NUE
NUCOR CORP
-$278.0K
0
-100%
建仓
GNTX
GENTEX CORP
+$276.0K
9,877
减持
PKG
PACKAGING CORP AMER
-$268.0K
14,289
-2%
增持
PG
PROCTER AND GAMBLE CO
-$260.0K
20,338
+0%
建仓
WFC
WELLS FARGO CO NEW
+$249.0K
6,362
清仓
RY
ROYAL BK CDA
-$243.0K
0
-100%
增持
HD
HOME DEPOT INC
-$235.0K
10,452
+1%
建仓
EXC
EXELON CORP
+$234.0K
5,156
建仓
SHOP
SHOPIFY INC
+$231.0K
7,380
增持
MRK
MERCK & CO INC
+$225.0K
14,770
+12%
减持
GNRC
GENERAC HLDGS INC
-$216.0K
1,641
-12%
减持
LULU
LULULEMON ATHLETICA INC
-$214.0K
1,421
-12%
建仓
BILL
BILL COM HLDGS INC
+$214.0K
1,946
增持
ARKK
ARK ETF TR
-$207.0K
9,164
+2%
减持
—
ARISTA NETWORKS INC
-$206.0K
3,665
-12%
清仓
EVRG
EVERGY INC
-$204.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$201.0K
2,113
-1%
增持
—
CHUBB LIMITED
-$191.0K
13,899
+1%
减持
HUBS
HUBSPOT INC
-$190.0K
907
-11%
减持
DDOG
DATADOG INC
-$183.0K
3,070
-11%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$178.0K
7,336
-11%
增持
WMT
WALMART INC
-$165.0K
8,415
+10%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$153.0K
6,724
-11%
减持
UPS
UNITED PARCEL SERVICE INC
-$141.0K
10,666
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$127.0K
1,405
-31%
减持
DIVO
AMPLIFY ETF TR
-$117.0K
9,343
-19%
增持
—
BARRICK GOLD CORP
-$106.0K
19,530
+7%
增持
DHR
DANAHER CORPORATION
-$105.0K
4,391
+4%
减持
ZTS
ZOETIS INC
-$105.0K
2,261
-12%
减持
A
AGILENT TECHNOLOGIES INC
-$104.0K
3,186
-12%
增持
AXP
AMERICAN EXPRESS CO
-$96.0K
2,850
+7%
增持
INTC
INTEL CORP
-$94.0K
15,289
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
-$92.0K
56,539
+2%
增持
APD
AIR PRODS & CHEMS INC
+$91.0K
2,438
+23%
增持
GOOGL
ALPHABET INC
-$91.0K
169
+1%
增持
HON
HONEYWELL INTL INC
-$74.0K
4,296
+1%
增持
VUG
VANGUARD INDEX FDS
+$66.0K
1,288
+64%
增持
SYK
STRYKER CORPORATION
-$66.0K
1,258
+7%
增持
MSI
MOTOROLA SOLUTIONS INC
+$62.0K
2,803
+27%
减持
CVX
CHEVRON CORP NEW
-$61.0K
1,787
-8%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$60.0K
6,084
+6%
增持
AMZN
AMAZON COM INC
-$58.0K
3,100
+2441%
增持
LLY
LILLY ELI & CO
+$57.0K
1,622
+6%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$53.0K
2,479
+6%
增持
TROW
PRICE T ROWE GROUP INC
-$47.0K
2,196
+10%
增持
ORCL
ORACLE CORP
-$39.0K
5,736
+7%
增持
SYY
SYSCO CORP
+$33.0K
3,726
+9%
减持
MA
MASTERCARD INCORPORATED
-$32.0K
733
-1%
增持
—
BLACKROCK INC
-$31.0K
447
+10%
增持
ECL
ECOLAB INC
-$28.0K
1,725
+7%
增持
VLO
VALERO ENERGY CORP
+$27.0K
3,123
+6%
减持
ABT
ABBOTT LABS
-$22.0K
1,842
-1%
增持
JNJ
JOHNSON & JOHNSON
-$20.0K
19,874
+2%
减持
MINT
PIMCO ETF TR
-$19.0K
6,690
-2%
增持
CME
CME GROUP INC
-$18.0K
3,246
+16%
减持
EL
LAUDER ESTEE COS INC
-$17.0K
1,132
-2%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$17.0K
2,330
+6%
减持
KMB
KIMBERLY-CLARK CORP
+$16.0K
2,168
-1%
增持
ULTA
ULTA BEAUTY INC
+$15.0K
1,049
+6%
增持
COR
AMERISOURCEBERGEN CORP
-$14.0K
1,822
+6%
增持
CAG
CONAGRA BRANDS INC
+$13.0K
7,527
+6%
增持
AMGN
AMGEN INC
-$8.0K
3,453
+2%
减持
PFE
PFIZER INC
-$8.0K
10,191
-1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$5.0K
1,466
+8%
增持
CMCSA
COMCAST CORP NEW
+$4.0K
14,856
+23%
增持
MCD
MCDONALDS CORP
+$4.0K
1,230
+3%
增持
SNA
SNAP ON INC
+$1.0K
1,222
+6%
增持
IAU
ISHARES GOLD TR
+$0
10,836
+6%
