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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 105 项
建仓 10
增持 39
减持 47
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$2.4M
21,509
+20%
增持
DVN
DEVON ENERGY CORP NEW
+$2.2M
60,998
+227%
建仓
GOVT
ISHARES TR
+$2.2M
94,618
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
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
38,804
建仓
BBY
BEST BUY INC
+$1.6M
19,003
清仓
XOP
SPDR SER TR
-$1.5M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$1.4M
3,493
-71%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
7,895
增持
APD
AIR PRODS & CHEMS INC
+$1.2M
10,054
+128%
增持
WMT
WALMART INC
+$1.1M
58,225
+285%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$896.3K
81,154
+21%
减持
MPC
MARATHON PETE CORP
+$883.8K
19,386
-2%
建仓
—
MANAGED PORTFOLIO SERIES
+$853.2K
18,263
增持
CMCSA
COMCAST CORP NEW
+$738.4K
60,116
+41%
减持
LMT
LOCKHEED MARTIN CORP
-$714.6K
2,432
-39%
减持
HDV
ISHARES TR
-$690.6K
59,339
-15%
减持
—
EATON CORP PLC
+$668.5K
16,515
-12%
增持
DIVO
AMPLIFY ETF TR
+$662.0K
185,587
+4%
增持
SBIO
ALPS ETF TR
+$573.2K
26,070
+138%
增持
MRK
MERCK & CO INC
+$567.4K
27,871
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$553.3K
9,342
+0%
减持
FAST
FASTENAL CO
-$536.8K
26,066
-35%
增持
SPYV
SPDR SER TR
+$492.0K
65,189
+10%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$476.8K
15,235
+116%
增持
BOTZ
GLOBAL X FDS
+$462.3K
26,470
+93%
增持
DTCR
GLOBAL X FDS
+$445.0K
53,496
+101%
清仓
CELH
CELSIUS HLDGS INC
-$439.2K
0
-100%
减持
IUSG
ISHARES TR
-$430.4K
51,858
-18%
清仓
EXAS
EXACT SCIENCES CORP
-$414.6K
0
-100%
增持
ARTY
ISHARES TR
+$403.0K
23,486
+96%
增持
ARKW
ARK ETF TR
+$399.3K
10,991
+55%
增持
SPEM
SPDR INDEX SHS FDS
+$396.8K
35,799
+39%
增持
—
JOHNSON CTLS INTL PLC
+$389.9K
36,173
+5%
增持
AAPL
APPLE INC
-$386.5K
32,236
+1%
清仓
—
CRISPR THERAPEUTICS AG
-$384.9K
0
-100%
建仓
IWR
ISHARES TR
+$372.9K
4,435
清仓
PATH
UIPATH INC
-$355.9K
0
-100%
减持
—
CHUBB LIMITED
+$324.6K
12,167
-2%
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$318.6K
15,998
+13%
减持
TSLA
TESLA INC
-$292.5K
2,150
-20%
减持
VOTE
TCW TRANSFORM ETF TRUST
+$287.7K
53,716
-1%
减持
JPM
JPMORGAN CHASE & CO
+$277.9K
19,836
-8%
建仓
LOW
LOWES COS INC
+$263.9K
1,036
增持
ISCG
ISHARES TR
+$263.8K
20,309
+29%
清仓
BA
BOEING CO
-$248.7K
0
-100%
清仓
AGG
ISHARES TR
-$246.7K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$241.9K
1,005
-27%
增持
FINX
GLOBAL X FDS
+$234.8K
35,433
+17%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$217.3K
0
-100%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$214.3K
0
-100%
建仓
ABT
ABBOTT LABS
+$205.0K
1,804
增持
BUG
GLOBAL X FDS
+$201.6K
25,260
+31%
建仓
QCOM
QUALCOMM INC
+$200.6K
1,185
增持
—
MEDTRONIC PLC
+$194.1K
29,808
+3%
减持
HD
HOME DEPOT INC
+$168.8K
9,238
-6%
增持
COST
COSTCO WHSL CORP NEW
+$166.0K
1,319
+7%
增持
DRI
DARDEN RESTAURANTS INC
+$143.1K
14,758
+3%
减持
VLO
VALERO ENERGY CORP
+$123.1K
3,167
-1%
增持
AMZN
AMAZON COM INC
+$117.3K
3,509
+2%
增持
CME
CME GROUP INC
+$111.7K
12,072
+2%
增持
ADBE
ADOBE INC
-$97.5K
1,361
+1%
减持
PG
PROCTER AND GAMBLE CO
+$87.5K
6,628
-0%
减持
ORCL
ORACLE CORP
+$86.2K
4,189
-1%
建仓
OIA
INVESCO MUNI INCOME OPP TRST
+$80.2K
12,284
减持
AXP
AMERICAN EXPRESS CO
+$77.7K
2,055
-1%
减持
SYK
STRYKER CORPORATION
+$75.0K
1,279
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$73.8K
6,704
-1%
减持
MSI
MOTOROLA SOLUTIONS INC
+$69.7K
8,849
-10%
增持
UNP
UNION PAC CORP
+$68.9K
11,968
+1%
减持
—
GARMIN LTD
+$63.8K
3,366
-3%
减持
COR
CENCORA INC
+$63.8K
1,961
-1%
减持
AVGO
BROADCOM INC
+$62.4K
2,408
-16%
减持
ECL
ECOLAB INC
+$52.2K
1,797
-2%
增持
GOOGL
ALPHABET INC
+$52.1K
2,785
+5%
减持
DHR
DANAHER CORPORATION
+$51.6K
4,255
-1%
增持
IAU
ISHARES GOLD TR
+$44.4K
12,145
+2%
减持
FTV
FORTIVE CORP
+$38.8K
3,417
-3%
减持
—
BARRICK GOLD CORP
-$38.3K
23,784
-2%
减持
AMGN
AMGEN INC
-$36.9K
2,732
-0%
增持
D
DOMINION ENERGY INC
+$32.5K
9,844
+6%
减持
GNTX
GENTEX CORP
+$30.7K
9,890
-2%
增持
CSCO
CISCO SYS INC
+$27.2K
67,109
+2%
增持
V
VISA INC
+$25.5K
825
+4%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$25.1K
2,544
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$23.8K
41,917
-2%
减持
URNM
SPROTT FDS TR
+$23.5K
15,497
-1%
减持
TROW
PRICE T ROWE GROUP INC
+$23.4K
2,138
-3%
减持
HON
HONEYWELL INTL INC
-$22.2K
4,352
-1%
减持
IWD
ISHARES TR
-$20.9K
1,920
-13%
减持
NFG
NATIONAL FUEL GAS CO
+$20.4K
8,790
-1%
减持
PYPL
PAYPAL HLDGS INC
+$18.6K
4,498
-2%
增持
PAYX
PAYCHEX INC
+$18.6K
3,719
+0%
减持
GOOG
ALPHABET INC
+$16.3K
1,720
-2%
减持
VUG
VANGUARD INDEX FDS
+$15.5K
1,906
-9%
减持
MINT
PIMCO ETF TR
-$13.5K
14,611
-2%
增持
SNA
SNAP ON INC
+$13.1K
1,324
+1%
减持
—
BLACKROCK INC
+$11.3K
434
-1%
减持
SYY
SYSCO CORP
+$10.2K
3,227
-5%
减持
PEP
PEPSICO INC
+$9.8K
7,119
-0%
减持
GIS
GENERAL MLS INC
+$9.3K
4,445
-2%
增持
JNJ
JOHNSON & JOHNSON
+$8.2K
21,258
+1%
增持
PANW
PALO ALTO NETWORKS INC
-$5.6K
1,225
+0%
减持
CAG
CONAGRA BRANDS INC
-$4.0K
8,244
-2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$3.5K
1,531
-3%
减持
EXC
EXELON CORP
+$303
5,846
-3%
