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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 115 项
建仓 17
增持 41
减持 42
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
AGG
ISHARES TR
+$35.9M
370,581
增持
VEA
VANGUARD TAX-MANAGED FDS
+$17.3M
445,688
+1065%
增持
DIVO
AMPLIFY ETF TR
+$6.2M
182,022
+1910%
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
NUMV
NUSHARES ETF TR
+$3.0M
99,248
清仓
UNP
UNION PAC CORP
-$2.3M
0
-100%
减持
AAPL
APPLE INC
-$2.2M
17,716
-46%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$2.1M
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$1.7M
0
-100%
建仓
CRBN
ISHARES TR
+$1.5M
10,504
建仓
VTWV
VANGUARD SCOTTSDALE FDS
+$1.3M
10,749
增持
IUSG
ISHARES TR
+$889.3K
45,343
+30%
建仓
SPYV
SPDR SER TR
+$851.6K
21,898
减持
TSLA
TESLA INC
-$786.8K
2,583
-38%
增持
JPM
JPMORGAN CHASE & CO
+$733.8K
22,638
+3%
增持
AVGO
BROADCOM INC
+$647.7K
5,585
+0%
增持
—
CHUBB LIMITED
+$588.9K
14,256
+1%
增持
CSCO
CISCO SYS INC
+$573.5K
64,894
+3%
增持
—
EATON CORP PLC
+$553.7K
22,094
+1%
增持
MRK
MERCK & CO INC
+$523.1K
16,864
+8%
清仓
LLY
LILLY ELI & CO
-$522.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$435.0K
19,253
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$434.1K
4,802
-2%
减持
HD
HOME DEPOT INC
+$400.1K
10,527
-1%
建仓
ISCG
ISHARES TR
+$363.6K
10,088
增持
DRI
DARDEN RESTAURANTS INC
+$357.4K
22,514
+3%
建仓
PYPL
PAYPAL HLDGS INC
+$349.8K
4,911
清仓
TRMB
TRIMBLE INC
-$341.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$333.8K
9,300
-2%
增持
APD
AIR PRODS & CHEMS INC
+$327.7K
3,350
+11%
清仓
ALL
ALLSTATE CORP
-$317.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$307.1K
19,995
+1%
建仓
SPEM
SPDR INDEX SHS FDS
+$304.1K
9,225
清仓
BX
BLACKSTONE INC
-$284.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$281.3K
17,994
+4%
建仓
CELH
CELSIUS HLDGS INC
+$275.3K
2,646
清仓
GNRC
GENERAC HLDGS INC
-$274.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$256.0K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$243.4K
700
建仓
CYTK
CYTOKINETICS INC
+$241.7K
5,274
清仓
TWLO
TWILIO INC
-$238.0K
0
-100%
增持
MSI
MOTOROLA SOLUTIONS INC
+$235.4K
3,715
+15%
建仓
EXC
EXELON CORP
+$233.2K
5,395
增持
MPC
MARATHON PETE CORP
+$230.6K
13,305
+0%
增持
WMT
WALMART INC
+$228.6K
9,645
+10%
增持
HON
HONEYWELL INTL INC
+$225.6K
4,394
+2%
建仓
FTV
FORTIVE CORP
+$225.3K
3,507
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$224.0K
0
-100%
减持
—
CRISPR THERAPEUTICS AG
-$222.3K
6,364
-13%
减持
COIN
COINBASE GLOBAL INC
-$222.1K
6,158
-10%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$217.2K
2,577
建仓
SHOP
SHOPIFY INC
+$212.4K
6,120
建仓
—
SHOCKWAVE MED INC
+$204.4K
994
清仓
ROKU
ROKU INC
-$203.0K
0
-100%
清仓
TDOC
TELADOC HEALTH INC
-$203.0K
0
-100%
建仓
ABT
ABBOTT LABS
+$201.6K
1,836
增持
CMCSA
COMCAST CORP NEW
+$200.4K
21,745
+14%
清仓
KMI
KINDER MORGAN INC DEL
-$200.0K
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$183.2K
6,360
-36%
减持
PEP
PEPSICO INC
+$180.2K
16,557
-4%
减持
NTLA
INTELLIA THERAPEUTICS INC
-$175.5K
6,062
-12%
减持
PKG
PACKAGING CORP AMER
+$148.4K
13,239
-4%
增持
ORCL
ORACLE CORP
+$137.9K
5,969
+4%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$130.6K
6,705
+10%
减持
NEE
NEXTERA ENERGY INC
+$128.0K
30,311
-1%
增持
DVN
DEVON ENERGY CORP NEW
+$105.6K
20,104
+7%
减持
PANW
PALO ALTO NETWORKS INC
-$103.4K
2,778
-7%
增持
ULTA
ULTA BEAUTY INC
+$102.7K
1,110
+6%
减持
TGT
TARGET CORP
-$92.0K
2,295
-21%
减持
COST
COSTCO WHSL CORP NEW
-$90.8K
1,179
-11%
减持
EXAS
EXACT SCIENCES CORP
+$78.6K
6,414
-13%
减持
ENPH
ENPHASE ENERGY INC
-$78.4K
1,195
-16%
增持
—
BLACKROCK INC
+$78.1K
456
+2%
增持
VLO
VALERO ENERGY CORP
+$75.3K
3,211
+3%
增持
SYK
STRYKER CORPORATION
+$74.3K
1,343
+7%
增持
IWD
ISHARES TR
+$73.6K
2,200
+15%
增持
DHR
DANAHER CORPORATION
+$73.3K
4,545
+4%
增持
CAG
CONAGRA BRANDS INC
+$62.4K
7,995
+5%
减持
GOOGL
ALPHABET INC
-$60.7K
2,520
-15%
增持
AXP
AMERICAN EXPRESS CO
+$60.0K
3,005
+6%
增持
COR
AMERISOURCEBERGEN CORP
+$59.9K
1,852
+2%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$58.3K
3,464
-13%
增持
CME
CME GROUP INC
+$58.3K
4,551
+14%
减持
ABBV
ABBVIE INC
+$58.3K
2,415
-2%
增持
IAU
ISHARES GOLD TR
+$53.8K
11,384
+5%
增持
—
GARMIN LTD
+$50.5K
3,505
+3%
减持
SUI
SUN CMNTYS INC
+$49.8K
12,397
-3%
增持
—
BARRICK GOLD CORP
+$46.5K
20,286
+4%
减持
VOTE
ENGINE NO 1 ETF TRUST
-$45.5K
30,880
-9%
增持
SNA
SNAP ON INC
+$44.5K
1,267
+4%
增持
GNTX
GENTEX CORP
+$44.1K
10,198
+4%
减持
ZTS
ZOETIS INC
-$43.8K
1,905
-12%
减持
CVX
CHEVRON CORP NEW
+$43.7K
1,653
-6%
增持
VUG
VANGUARD INDEX FDS
+$39.1K
2,023
+10%
清仓
XCMUX
MFS HIGH YIELD MUN TR
-$33.0K
0
-100%
减持
MCD
MCDONALDS CORP
+$30.1K
1,135
-2%
减持
FAST
FASTENAL CO
+$29.8K
45,685
-1%
减持
PATH
UIPATH INC
-$28.7K
16,471
-13%
减持
PAYX
PAYCHEX INC
-$28.5K
21,015
-4%
减持
—
ARISTA NETWORKS INC
-$25.9K
3,058
-13%
减持
A
AGILENT TECHNOLOGIES INC
+$24.3K
2,635
-13%
减持
TXN
TEXAS INSTRS INC
+$22.7K
13,126
-5%
减持
INTC
INTEL CORP
-$19.6K
13,031
-8%
减持
GIS
GENERAL MLS INC
+$15.4K
4,596
-5%
减持
UPS
UNITED PARCEL SERVICE INC
+$14.3K
9,775
-6%
增持
TROW
PRICE T ROWE GROUP INC
+$13.3K
2,231
+2%
增持
ECL
ECOLAB INC
+$9.8K
1,778
+3%
增持
MINT
PIMCO ETF TR
+$9.2K
6,784
+2%
减持
SYY
SYSCO CORP
+$8.8K
3,450
-4%
减持
FITB
FIFTH THIRD BANCORP
+$7.1K
45,965
-2%
减持
AMGN
AMGEN INC
+$6.2K
2,803
-13%
减持
APH
AMPHENOL CORP NEW
-$4.6K
4,838
-13%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$4.4K
1,492
-1%
减持
NVDA
NVIDIA CORPORATION
+$1.5K
1,646
-17%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$1.1K
2,424
+5%
减持
LULU
LULULEMON ATHLETICA INC
-$466
1,194
-13%
