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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 118 项
建仓 5
增持 38
减持 68
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$9.6M
778,719
+33%
建仓
ISCF
ISHARES TR
+$8.0M
249,084
增持
PULS
PGIM ETF TR
+$3.8M
81,679
+1847%
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
RSP
INVESCO EXCHANGE TRADED FD T
+$2.4M
24,205
+130%
清仓
DVN
DEVON ENERGY CORP NEW
-$2.3M
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$1.7M
22,956
-63%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
1,652
-61%
减持
ADI
ANALOG DEVICES INC
-$1.6M
3,651
-65%
增持
AAPL
APPLE INC
+$1.1M
32,938
+7%
增持
VOTE
TCW ETF TRUST
+$932.8K
62,959
+24%
减持
AVGO
BROADCOM INC
+$922.6K
17,528
-4%
减持
MSFT
MICROSOFT CORP
-$743.6K
19,950
-6%
减持
GOVT
ISHARES TR
-$537.8K
181,564
-10%
增持
SPEM
SPDR INDEX SHS FDS
+$520.4K
64,304
+36%
减持
JNJ
JOHNSON & JOHNSON
-$516.0K
20,572
-5%
减持
MRK
MERCK & CO INC
-$478.1K
26,447
-3%
减持
MPC
MARATHON PETE CORP
-$471.6K
17,312
-2%
增持
SPYV
SPDR SER TR
+$468.1K
95,490
+14%
增持
HDV
ISHARES TR
+$456.6K
6,410
+187%
建仓
BLK
BLACKROCK INC
+$444.9K
434
减持
VZ
VERIZON COMMUNICATIONS INC
-$427.4K
62,316
-4%
清仓
—
BLACKROCK INC
-$419.7K
0
-100%
减持
—
MEDTRONIC PLC
-$405.0K
28,603
-4%
减持
IUSG
ISHARES TR
-$403.4K
50,523
-10%
清仓
—
SPOTIFY TECHNOLOGY S A
-$398.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$394.7K
16,962
-3%
减持
BBY
BEST BUY INC
-$343.2K
19,299
-0%
减持
NEE
NEXTERA ENERGY INC
-$313.1K
24,238
-0%
增持
ISCG
ISHARES TR
+$312.5K
35,236
+21%
减持
UNP
UNION PAC CORP
-$301.2K
11,388
-3%
减持
WMT
WALMART INC
+$294.1K
46,124
-4%
清仓
LOW
LOWES COS INC
-$287.6K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$269.9K
0
-100%
减持
—
BARRICK GOLD CORP
-$267.4K
10,270
-52%
建仓
RY
ROYAL BK CDA
+$261.0K
2,166
减持
ARKW
ARK ETF TR
+$249.4K
10,939
-0%
减持
TSLA
TESLA INC
+$244.2K
1,813
-3%
减持
DRI
DARDEN RESTAURANTS INC
+$234.6K
14,591
-4%
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$234.6K
20,709
+10%
建仓
PM
PHILIP MORRIS INTL INC
+$228.8K
1,901
减持
DHR
DANAHER CORPORATION
-$223.4K
4,287
-1%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$214.0K
2,321
清仓
KO
COCA COLA CO
-$208.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$201.5K
0
-100%
增持
GOOGL
ALPHABET INC
+$189.8K
3,578
+22%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$185.8K
102,134
+6%
减持
FIS
FIDELITY NATL INFORMATION SV
-$180.3K
30,726
-3%
增持
NVDA
NVIDIA CORPORATION
+$180.3K
10,309
+4%
减持
—
CHUBB LIMITED
-$175.8K
9,153
-2%
减持
HD
HOME DEPOT INC
-$169.9K
8,407
-1%
减持
AMGN
AMGEN INC
-$166.6K
2,679
-0%
减持
APD
AIR PRODS & CHEMS INC
-$160.2K
9,365
-3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$139.0K
182,397
-1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$133.6K
21,551
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$130.0K
9,067
-2%
减持
LMT
LOCKHEED MARTIN CORP
-$127.7K
1,129
-2%
增持
AMZN
AMAZON COM INC
+$127.3K
3,162
+4%
增持
PEP
PEPSICO INC
-$113.1K
7,263
+1%
减持
SBIO
ALPS ETF TR
-$112.3K
26,072
-0%
减持
FINX
GLOBAL X FDS
+$109.8K
35,171
-0%
增持
CGW
INVESCO EXCH TRADED FD TR II
-$104.2K
15,239
+0%
减持
URNM
SPROTT FDS TR
-$102.6K
15,339
-2%
增持
ADBE
ADOBE INC
-$95.9K
1,369
+1%
减持
—
EATON CORP PLC
-$91.6K
12,828
-2%
减持
—
GARMIN LTD
+$91.3K
3,340
-2%
减持
HON
HONEYWELL INTL INC
+$84.1K
4,439
-0%
减持
CSCO
CISCO SYS INC
+$78.6K
15,060
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$69.1K
6,647
-2%
减持
SNA
SNAP ON INC
+$67.7K
1,372
-0%
增持
ARTY
ISHARES TR
+$66.8K
23,378
+0%
增持
TXN
TEXAS INSTRS INC
-$61.6K
3,395
+0%
增持
ULTA
ULTA BEAUTY INC
+$58.5K
1,158
+1%
增持
—
MANAGED PORTFOLIO SERIES
-$57.9K
18,221
+0%
减持
DTCR
GLOBAL X FDS
-$57.6K
53,200
-0%
增持
COST
COSTCO WHSL CORP NEW
+$55.4K
1,237
+2%
减持
PFE
PFIZER INC
-$53.1K
8,978
-11%
减持
—
JOHNSON CTLS INTL PLC
-$51.8K
33,547
-4%
减持
ECL
ECOLAB INC
-$50.6K
1,799
-3%
减持
GIS
GENERAL MLS INC
-$50.5K
4,419
-2%
增持
V
VISA INC
+$48.4K
964
+3%
增持
GOOG
ALPHABET INC
+$47.6K
1,760
+2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$47.1K
1,553
-1%
增持
LLY
ELI LILLY & CO
-$46.6K
440
+1%
减持
CME
CME GROUP INC
+$42.8K
11,622
-3%
减持
AXP
AMERICAN EXPRESS CO
+$42.4K
2,143
-2%
减持
VLO
VALERO ENERGY CORP
-$42.2K
3,200
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$40.4K
2,173
+10%
增持
DIVO
AMPLIFY ETF TR
-$36.5K
193,140
+1%
增持
D
DOMINION ENERGY INC
-$32.7K
10,095
+1%
减持
PYPL
PAYPAL HLDGS INC
+$30.9K
4,384
-0%
增持
PG
PROCTER AND GAMBLE CO
-$28.3K
6,807
+1%
减持
BUG
GLOBAL X FDS
+$27.7K
25,071
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$27.1K
2,450
+100%
减持
—
EXXON MOBIL CORP
-$26.5K
2,587
-1%
增持
MA
MASTERCARD INCORPORATED
+$25.4K
533
+3%
减持
EXC
EXELON CORP
-$25.3K
5,672
-4%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$24.9K
2,337
-3%
增持
KMB
KIMBERLY-CLARK CORP
-$23.1K
2,160
+0%
减持
FTV
FORTIVE CORP
-$20.5K
3,360
-3%
减持
PAYX
PAYCHEX INC
+$18.6K
3,397
-0%
减持
SYY
SYSCO CORP
-$18.4K
3,082
-5%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$17.0K
2,539
-1%
增持
ORCL
ORACLE CORP
-$13.2K
4,475
+0%
减持
GNTX
GENTEX CORP
-$11.8K
9,984
-1%
减持
EVRG
EVERGY INC
-$11.8K
3,336
-5%
减持
EBAY
EBAY INC.
-$11.4K
3,546
-0%
减持
NFG
NATIONAL FUEL GAS CO
-$9.8K
8,765
-2%
减持
MINT
PIMCO ETF TR
-$8.6K
14,913
-0%
减持
SYK
STRYKER CORPORATION
-$3.8K
1,376
-0%
增持
CVX
CHEVRON CORP NEW
-$3.8K
1,695
+0%
增持
BOTZ
GLOBAL X FDS
-$3.3K
26,424
+0%
减持
IAU
ISHARES GOLD TR
-$2.9K
12,491
-0%
增持
ABT
ABBOTT LABS
+$2.6K
1,903
+2%
增持
ALLO
ALLOGENE THERAPEUTICS INC
-$2.3K
16,000
+23%
减持
TROW
PRICE T ROWE GROUP INC
+$1.3K
2,074
-3%
减持
FAST
FASTENAL CO
-$1.3K
21,214
-1%
增持
COR
CENCORA INC
-$576
2,004
+0%
减持
MSI
MOTOROLA SOLUTIONS INC
-$159
7,053
-3%
