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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 115 项
建仓 5
增持 49
减持 60
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$16.2M
454,891
-42%
增持
PULS
PGIM ETF TR
+$4.5M
170,923
+109%
增持
GOVT
ISHARES TR
+$3.9M
349,690
+93%
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
VEA
VANGUARD TAX-MANAGED FDS
+$2.9M
153,518
+50%
增持
HDV
ISHARES TR
+$2.6M
27,402
+327%
建仓
CMI
CUMMINS INC
+$2.1M
6,650
减持
AVGO
BROADCOM INC
-$1.7M
14,034
-20%
增持
ADI
ANALOG DEVICES INC
+$1.4M
10,890
+198%
增持
SPYV
SPDR SER TR
+$1.1M
118,104
+24%
减持
AAPL
APPLE INC
-$1.1M
32,222
-2%
建仓
GAMR
AMPLIFY ETF TR
+$1.1M
15,899
减持
MSFT
MICROSOFT CORP
-$953.8K
19,860
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$893.5K
29,643
+22%
减持
—
EATON CORP PLC
-$852.2K
12,526
-2%
减持
VTWV
VANGUARD SCOTTSDALE FDS
-$729.0K
17,025
-18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$696.6K
9,025
-0%
增持
ISCF
ISHARES TR
+$686.6K
259,113
+4%
清仓
URNM
SPROTT FDS TR
-$618.3K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$616.7K
78,335
+22%
减持
NVDA
NVIDIA CORPORATION
-$604.3K
7,198
-30%
减持
WMT
WALMART INC
-$580.4K
40,858
-11%
减持
ISCG
ISHARES TR
-$554.9K
26,367
-25%
建仓
MU
MICRON TECHNOLOGY INC
+$417.4K
4,804
减持
TSLA
TESLA INC
-$392.7K
1,310
-28%
减持
VOTE
TCW ETF TRUST
-$354.4K
60,809
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$351.4K
15,143
-11%
减持
JNJ
JOHNSON & JOHNSON
+$347.7K
20,036
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$339.0K
62,413
+0%
减持
CME
CME GROUP INC
+$333.7K
11,431
-2%
减持
MSI
MOTOROLA SOLUTIONS INC
-$272.1K
6,825
-3%
减持
—
MEDTRONIC PLC
+$260.4K
28,324
-1%
减持
HD
HOME DEPOT INC
-$259.4K
8,215
-2%
减持
DRI
DARDEN RESTAURANTS INC
+$247.6K
14,303
-2%
增持
MRK
MERCK & CO INC
-$246.8K
26,561
+0%
增持
BBY
BEST BUY INC
-$213.1K
19,600
+2%
建仓
CAG
CONAGRA BRANDS INC
+$211.9K
7,944
减持
—
CHUBB LIMITED
+$209.2K
9,067
-1%
建仓
DUK
DUKE ENERGY CORP NEW
+$207.6K
1,702
增持
BUG
GLOBAL X FDS
+$204.7K
31,206
+24%
增持
AMGN
AMGEN INC
+$185.3K
2,836
+6%
增持
FIS
FIDELITY NATL INFORMATION SV
-$177.0K
30,861
+0%
增持
NFG
NATIONAL FUEL GAS CO
+$164.7K
8,796
+0%
增持
DIVO
AMPLIFY ETF TR
+$134.3K
195,061
+1%
增持
—
BARRICK GOLD CORP
+$134.0K
15,082
+47%
增持
ARKW
ARK ETF TR
-$132.2K
11,081
+1%
增持
IUSG
ISHARES TR
+$131.7K
56,438
+12%
减持
GOOGL
ALPHABET INC
-$128.6K
3,547
-1%
减持
ORCL
ORACLE CORP
-$123.8K
4,448
-1%
增持
ARTY
ISHARES TR
-$121.4K
23,696
+1%
减持
DHR
DANAHER CORPORATION
-$118.8K
4,221
-2%
增持
LLY
ELI LILLY & CO
+$117.9K
554
+26%
增持
FINX
GLOBAL X FDS
-$116.3K
35,621
+1%
增持
SBIO
ALPS ETF TR
-$107.8K
26,418
+1%
减持
AMZN
AMAZON COM INC
-$98.4K
3,129
-1%
减持
COR
CENCORA INC
+$95.4K
1,962
-2%
减持
ADBE
ADOBE INC
-$90.2K
1,352
-1%
减持
PG
PROCTER AND GAMBLE CO
-$83.2K
6,208
-9%
减持
MPC
MARATHON PETE CORP
+$81.5K
17,136
-1%
增持
BOTZ
GLOBAL X FDS
-$80.8K
26,826
+2%
减持
ULTA
ULTA BEAUTY INC
-$79.6K
1,157
-0%
减持
UNP
UNION PAC CORP
+$77.3K
11,320
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$77.1K
2,231
+3%
增持
PYPL
PAYPAL HLDGS INC
-$76.4K
4,563
+4%
增持
PAYX
PAYCHEX INC
+$73.4K
3,563
+5%
减持
CSCO
CISCO SYS INC
-$70.6K
13,303
-12%
减持
HON
HONEYWELL INTL INC
-$67.8K
4,415
-1%
减持
PM
PHILIP MORRIS INTL INC
+$65.0K
1,851
-3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$64.2K
180,633
-1%
减持
ABBV
ABBVIE INC
+$58.9K
1,939
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$55.3K
1,701
+3%
减持
FAST
FASTENAL CO
+$54.4K
20,372
-4%
减持
—
JOHNSON CTLS INTL PLC
-$53.9K
32,380
-3%
减持
TXN
TEXAS INSTRS INC
-$53.5K
3,245
-4%
增持
AXP
AMERICAN EXPRESS CO
-$53.2K
2,166
+1%
增持
—
EXXON MOBIL CORP
+$50.9K
2,768
+7%
增持
ECL
ECOLAB INC
+$50.5K
1,862
+4%
减持
EXC
EXELON CORP
+$47.8K
5,671
-0%
增持
GNTX
GENTEX CORP
-$47.1K
10,288
+3%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$42.7K
2,487
-2%
减持
AEP
AMERICAN ELEC PWR CO INC
+$38.6K
2,312
-0%
减持
CVX
CHEVRON CORP NEW
+$37.8K
1,693
-0%
增持
COST
COSTCO WHSL CORP NEW
+$37.5K
1,238
+0%
增持
TROW
PRICE T ROWE GROUP INC
-$32.5K
2,199
+6%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$31.7K
15,400
+1%
减持
IAU
ISHARES GOLD TR
+$29.7K
10,993
-12%
减持
V
VISA INC
+$28.3K
950
-1%
增持
BLK
BLACKROCK INC
-$25.6K
443
+2%
增持
D
DOMINION ENERGY INC
+$24.8K
10,140
+0%
减持
ABT
ABBOTT LABS
+$24.1K
1,804
-5%
减持
KMB
KIMBERLY-CLARK CORP
+$23.0K
2,152
-0%
减持
EVRG
EVERGY INC
+$22.3K
3,301
-1%
减持
GIS
GENERAL MLS INC
-$22.1K
4,344
-2%
增持
—
MANAGED PORTFOLIO SERIES
+$21.3K
18,519
+2%
减持
MCD
MCDONALDS CORP
+$19.4K
1,123
-2%
增持
NEE
NEXTERA ENERGY INC
+$18.8K
24,777
+2%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$17.8K
6,623
-0%
减持
EBAY
EBAY INC.
+$16.6K
3,489
-2%
增持
PEP
PEPSICO INC
-$15.2K
7,264
+0%
减持
VLO
VALERO ENERGY CORP
+$15.1K
3,085
-4%
减持
SNA
SNAP ON INC
-$12.5K
1,345
-2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$12.4K
1,501
-3%
增持
CMCSA
COMCAST CORP NEW
-$11.3K
23,042
+0%
减持
PFE
PFIZER INC
-$11.2K
8,958
-0%
减持
MINT
PIMCO ETF TR
-$11.1K
14,761
-1%
减持
—
GARMIN LTD
+$10.0K
3,219
-4%
减持
MA
MASTERCARD INCORPORATED
+$8.2K
527
-1%
增持
SYY
SYSCO CORP
+$8.0K
3,247
+5%
增持
DTCR
GLOBAL X FDS
-$6.4K
53,756
+1%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$5.4K
2,411
+3%
减持
SYK
STRYKER CORPORATION
+$5.2K
1,345
-2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$3.9K
22,172
+3%
增持
ALLO
ALLOGENE THERAPEUTICS INC
-$3.4K
21,000
+31%
减持
APD
AIR PRODS & CHEMS INC
+$3.4K
9,221
-2%
增持
LMT
LOCKHEED MARTIN CORP
-$3.1K
1,221
+8%
增持
FTV
FORTIVE CORP
-$2.5K
3,410
+1%
