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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 110 项
建仓 9
增持 64
减持 36
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$12.2M
84,096
+161%
增持
DIVO
AMPLIFY ETF TR
+$7.7M
386,334
+108%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.5M
20,724
+122%
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。
增持
GOVT
ISHARES TR
+$2.0M
181,955
+92%
建仓
NEE
NEXTERA ENERGY INC
+$1.7M
24,314
建仓
RJF
RAYMOND JAMES FINL INC
+$1.6M
13,132
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$1.6M
21,852
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
65,672
+69%
减持
—
EATON CORP PLC
-$884.6K
13,648
-17%
增持
IUSG
ISHARES TR
+$882.0K
54,599
+5%
减持
MPC
MARATHON PETE CORP
-$727.4K
18,324
-5%
增持
MSFT
MICROSOFT CORP
+$639.9K
21,678
+1%
减持
FAST
FASTENAL CO
-$605.7K
22,357
-14%
减持
AVGO
BROADCOM INC
+$420.9K
2,250
-7%
减持
HD
HOME DEPOT INC
-$416.6K
9,084
-2%
增持
CVX
CHEVRON CORP NEW
+$402.9K
4,243
+157%
增持
SPYV
SPDR SER TR
+$401.4K
75,243
+15%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$390.9K
10,519
+33%
减持
WMT
WALMART INC
+$388.5K
57,479
-1%
建仓
WMB
WILLIAMS COS INC
+$360.2K
8,475
增持
NVDA
NVIDIA CORPORATION
+$331.9K
10,037
+899%
减持
DVN
DEVON ENERGY CORP NEW
-$317.5K
57,877
-5%
增持
—
EXXON MOBIL CORP
+$315.4K
6,002
+86%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$302.3K
88,502
+9%
建仓
BX
BLACKSTONE INC
+$300.2K
2,425
增持
HON
HONEYWELL INTL INC
+$299.4K
5,585
+28%
增持
SPEM
SPDR INDEX SHS FDS
+$293.0K
42,171
+18%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$289.7K
1,587
减持
—
CHUBB LIMITED
-$278.6K
11,268
-7%
减持
UNP
UNION PAC CORP
-$263.0K
11,846
-1%
建仓
UNH
UNITEDHEALTH GROUP INC
+$248.5K
488
减持
CME
CME GROUP INC
-$237.4K
12,012
-0%
增持
GOOG
ALPHABET INC
+$237.0K
2,720
+58%
增持
—
MEDTRONIC PLC
-$223.1K
30,170
+1%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$217.1K
2,464
增持
DRI
DARDEN RESTAURANTS INC
-$214.9K
14,882
+1%
清仓
INTC
INTEL CORP
-$214.4K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$200.7K
61,424
+2%
增持
ISCG
ISHARES TR
+$199.5K
25,182
+24%
增持
MRK
MERCK & CO INC
-$180.6K
28,244
+1%
减持
CSCO
CISCO SYS INC
-$164.8K
67,030
-0%
增持
HDV
ISHARES TR
+$162.8K
61,661
+4%
减持
MSI
MOTOROLA SOLUTIONS INC
+$153.7K
8,535
-4%
减持
VUG
VANGUARD INDEX FDS
-$152.6K
1,346
-29%
减持
COST
COSTCO WHSL CORP NEW
+$152.2K
1,316
-0%
增持
ULTA
ULTA BEAUTY INC
-$147.3K
1,125
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$140.7K
2,067
-15%
增持
JNJ
JOHNSON & JOHNSON
-$129.8K
22,120
+4%
减持
APD
AIR PRODS & CHEMS INC
+$119.9K
9,904
-1%
增持
AMZN
AMAZON COM INC
+$118.8K
3,890
+11%
增持
GOOGL
ALPHABET INC
+$115.0K
2,939
+6%
增持
ORCL
ORACLE CORP
+$109.7K
4,504
+8%
减持
FINX
GLOBAL X FDS
-$104.3K
35,088
-1%
增持
DHR
DANAHER CORPORATION
+$97.1K
4,641
+9%
增持
ABT
ABBOTT LABS
+$92.7K
2,865
+59%
增持
IWR
ISHARES TR
+$89.3K
5,701
+29%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$75.8K
43,403
+4%
增持
PG
PROCTER AND GAMBLE CO
+$71.5K
6,954
+5%
增持
V
VISA INC
+$66.9K
1,132
+37%
减持
ARKW
ARK ETF TR
-$66.1K
10,886
-1%
减持
AMGN
AMGEN INC
+$64.7K
2,693
-1%
减持
SBIO
ALPS ETF TR
-$63.9K
25,851
-1%
增持
BBY
BEST BUY INC
+$63.3K
19,244
+1%
增持
—
GARMIN LTD
+$62.2K
3,458
+3%
增持
IAU
ISHARES GOLD TR
+$59.4K
12,967
+7%
减持
VOTE
TCW TRANSFORM ETF TRUST
+$53.0K
52,583
-2%
减持
JPM
JPMORGAN CHASE & CO
-$50.7K
19,393
-2%
减持
TXN
TEXAS INSTRS INC
+$50.2K
3,386
-3%
减持
IWD
ISHARES TR
-$49.0K
1,690
-12%
减持
PYPL
PAYPAL HLDGS INC
-$42.4K
4,461
-1%
增持
SNA
SNAP ON INC
-$41.7K
1,341
+1%
减持
—
BARRICK GOLD CORP
-$40.8K
21,279
-11%
增持
AXP
AMERICAN EXPRESS CO
+$40.6K
2,197
+7%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$40.4K
2,623
+3%
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$39.0K
16,975
+6%
增持
FTV
FORTIVE CORP
-$37.6K
3,460
+1%
减持
ARTY
ISHARES TR
-$35.2K
23,247
-1%
增持
PEP
PEPSICO INC
-$35.0K
7,342
+3%
减持
DTCR
GLOBAL X FDS
-$34.3K
52,957
-1%
减持
—
MANAGED PORTFOLIO SERIES
-$34.0K
18,088
-1%
减持
BOTZ
GLOBAL X FDS
-$33.3K
26,214
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$33.1K
1,978
+1%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$32.8K
1,599
+4%
增持
COR
CENCORA INC
-$30.6K
1,979
+1%
建仓
ALLO
ALLOGENE THERAPEUTICS INC
+$30.3K
13,000
增持
LOW
LOWES COS INC
-$29.8K
1,062
+3%
增持
ECL
ECOLAB INC
+$29.2K
1,866
+4%
增持
GIS
GENERAL MLS INC
-$27.3K
4,485
+1%
增持
MCD
MCDONALDS CORP
-$25.3K
1,143
+2%
增持
SYK
STRYKER CORPORATION
+$25.1K
1,419
+11%
增持
SYY
SYSCO CORP
-$24.3K
3,328
+3%
增持
MA
MASTERCARD INCORPORATED
-$20.8K
717
+2%
减持
—
JOHNSON CTLS INTL PLC
-$19.7K
35,251
-3%
增持
VLO
VALERO ENERGY CORP
+$18.7K
3,568
+13%
增持
ABBV
ABBVIE INC
-$18.7K
2,455
+2%
增持
MINT
PIMCO ETF TR
+$18.3K
14,777
+1%
增持
GNTX
GENTEX CORP
-$13.6K
10,196
+3%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$13.0K
6,751
+1%
减持
BUG
GLOBAL X FDS
-$11.9K
25,002
-1%
减持
CGW
INVESCO EXCH TRADED FD TR II
-$11.8K
15,087
-1%
增持
EXC
EXELON CORP
-$11.8K
6,004
+3%
增持
CAG
CONAGRA BRANDS INC
-$8.9K
8,283
+0%
减持
OIA
INVESCO MUNI INCOME OPP TRST
-$8.9K
11,235
-9%
减持
TSLA
TESLA INC
-$7.1K
1,874
-13%
增持
NFG
NATIONAL FUEL GAS CO
+$6.9K
8,842
+1%
增持
TROW
PRICE T ROWE GROUP INC
-$6.4K
2,205
+3%
增持
—
BLACKROCK INC
-$6.0K
452
+4%
减持
URNM
SPROTT FDS TR
-$5.8K
15,395
-1%
增持
PAYX
PAYCHEX INC
-$4.0K
3,819
+3%
增持
D
DOMINION ENERGY INC
+$629
9,895
+1%
