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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 111 项
建仓 8
增持 31
减持 65
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PULS
PGIM ETF TR
-$3.2M
106,177
-38%
减持
HDV
ISHARES TR
-$3.1M
1,806
-93%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.8M
186,068
+21%
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。
减持
MSFT
MICROSOFT CORP
+$2.2M
19,510
-2%
增持
ABBV
ABBVIE INC
+$2.2M
14,026
+623%
减持
MRK
MERCK & CO INC
-$1.9M
6,036
-77%
增持
ISCF
ISHARES TR
+$1.7M
268,743
+4%
建仓
EMNT
PIMCO ETF TR
+$1.6M
16,399
减持
VOTE
TCW ETF TRUST
-$1.5M
33,921
-44%
建仓
SPYD
SPDR SERIES TRUST
+$1.4M
34,141
增持
SPEM
SPDR INDEX SHS FDS
+$1.4M
105,558
+35%
增持
CMCSA
COMCAST CORP NEW
+$1.4M
62,576
+172%
减持
AVGO
BROADCOM INC
+$1.3M
13,234
-6%
减持
—
EATON CORP PLC
+$899.0K
12,056
-4%
清仓
UNH
UNITEDHEALTH GROUP INC
-$891.0K
0
-100%
减持
AAPL
APPLE INC
-$757.3K
31,195
-3%
减持
—
JOHNSON CTLS INTL PLC
+$619.4K
30,424
-6%
减持
ARKW
ARK ETF TR
+$570.2K
10,969
-1%
减持
SPYV
SPDR SERIES TRUST
-$524.9K
105,210
-11%
增持
GOVT
ISHARES TR
+$449.2K
369,314
+6%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$424.3K
5,995
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$415.2K
9,040
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$393.0K
14,169
-6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$387.6K
462,090
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$384.3K
30,369
+2%
增持
ORCL
ORACLE CORP
+$351.6K
4,453
+0%
减持
NVDA
NVIDIA CORPORATION
+$348.4K
7,143
-1%
减持
ADI
ANALOG DEVICES INC
+$328.6K
10,608
-3%
建仓
B
BARRICK MNG CORP
+$313.7K
15,065
建仓
IJUN
INNOVATOR ETFS TRUST
+$304.1K
10,964
减持
MSI
MOTOROLA SOLUTIONS INC
-$293.7K
6,408
-6%
清仓
—
BARRICK GOLD CORP
-$293.2K
0
-100%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$291.1K
12,000
减持
JNJ
JOHNSON & JOHNSON
-$290.6K
19,850
-1%
减持
GAMR
AMPLIFY ETF TR
+$284.9K
15,736
-1%
清仓
FTV
FORTIVE CORP
-$249.5K
0
-100%
减持
—
CHUBB LIMITED
-$242.2K
8,615
-5%
清仓
PFE
PFIZER INC
-$227.0K
0
-100%
减持
DIVO
AMPLIFY ETF TR
+$225.6K
192,203
-1%
减持
FINX
GLOBAL X FDS
+$223.5K
35,219
-1%
减持
ARTY
ISHARES TR
+$214.1K
23,398
-1%
减持
APD
AIR PRODS & CHEMS INC
-$214.1K
8,883
-4%
清仓
CAG
CONAGRA BRANDS INC
-$211.9K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$211.7K
60,536
-3%
减持
PEP
PEPSICO INC
-$208.1K
6,673
-8%
清仓
DUK
DUKE ENERGY CORP NEW
-$207.6K
0
-100%
减持
VTWV
VANGUARD SCOTTSDALE FDS
-$204.7K
14,819
-13%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$202.0K
987
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$200.2K
0
-100%
减持
ISCG
ISHARES TR
-$182.2K
20,210
-23%
减持
UNP
UNION PAC CORP
-$179.1K
10,845
-4%
减持
—
MEDTRONIC PLC
-$169.6K
27,252
-4%
减持
CME
CME GROUP INC
-$161.3K
10,418
-9%
增持
WINN
HARBOR ETF TRUST
+$149.8K
18,628
+16%
减持
BUG
GLOBAL X FDS
+$137.3K
30,903
-1%
减持
IUSG
ISHARES TR
-$136.8K
46,777
-17%
减持
MPC
MARATHON PETE CORP
+$135.6K
15,845
-8%
减持
BBY
BEST BUY INC
-$134.3K
19,492
-1%
减持
WMT
WALMART INC
+$130.3K
38,016
-7%
减持
HD
HOME DEPOT INC
-$128.4K
7,862
-4%
增持
FAST
FASTENAL CO
+$123.7K
40,560
+99%
减持
ULTA
ULTA BEAUTY INC
+$116.7K
1,156
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$115.2K
182,646
+1%
减持
DTCR
GLOBAL X FDS
+$114.3K
53,027
-1%
减持
MU
MICRON TECHNOLOGY INC
+$104.3K
4,233
-12%
增持
CSCO
CISCO SYS INC
+$102.1K
13,304
+0%
减持
BOTZ
GLOBAL X FDS
+$101.9K
26,504
-1%
减持
AXP
AMERICAN EXPRESS CO
+$97.4K
2,132
-2%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$92.4K
15,201
-1%
增持
AMGN
AMGEN INC
-$91.2K
2,838
+0%
减持
—
MANAGED PORTFOLIO SERIES
+$91.0K
18,282
-1%
减持
HON
HONEYWELL INTL INC
+$80.8K
4,362
-1%
减持
DRI
DARDEN RESTAURANTS INC
-$78.1K
13,275
-7%
减持
FIS
FIDELITY NATL INFORMATION SV
+$72.8K
29,204
-5%
减持
TSLA
TESLA INC
+$70.3K
1,290
-2%
增持
PG
PROCTER AND GAMBLE CO
-$68.8K
6,209
+0%
减持
NEE
NEXTERA ENERGY INC
-$62.2K
24,405
-2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$61.1K
1,496
-0%
减持
COST
COSTCO WHSL CORP NEW
+$49.7K
1,233
-0%
减持
NFG
NATIONAL FUEL GAS CO
+$48.3K
8,793
-0%
减持
GOOGL
ALPHABET INC
+$45.7K
3,372
-5%
增持
COR
CENCORA INC
+$43.9K
1,966
+0%
增持
CVX
CHEVRON CORP NEW
-$40.7K
1,694
+0%
减持
PYPL
PAYPAL HLDGS INC
+$38.1K
4,519
-1%
减持
CMI
CUMMINS INC
+$37.7K
6,480
-3%
减持
IAU
ISHARES GOLD TR
+$36.9K
10,986
-0%
减持
RY
ROYAL BK CDA
+$34.9K
2,121
-2%
减持
DHR
DANAHER CORPORATION
-$34.3K
4,207
-0%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$33.8K
6,664
+1%
建仓
KYTX
KYVERNA THERAPEUTICS INC
+$32.2K
10,500
减持
SBIO
ALPS ETF TR
+$31.6K
26,106
-1%
增持
—
EXXON MOBIL CORP
-$30.7K
2,769
+0%
增持
SNA
SNAP ON INC
-$30.4K
1,359
+1%
增持
ECL
ECOLAB INC
+$29.9K
1,863
+0%
减持
AMZN
AMAZON COM INC
+$29.7K
2,849
-9%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$29.5K
22,028
-1%
增持
PAYX
PAYCHEX INC
-$29.2K
3,578
+0%
减持
—
GARMIN LTD
-$29.2K
3,209
-0%
增持
GIS
GENERAL MLS INC
-$28.8K
4,457
+3%
减持
EBAY
EBAY INC.
+$19.8K
3,439
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$15.5K
1,211
-1%
减持
GNTX
GENTEX CORP
-$14.5K
10,241
-0%
增持
CHRW
C H ROBINSON WORLDWIDE INC
-$13.5K
2,432
+1%
增持
EXC
EXELON CORP
-$12.9K
5,722
+1%
增持
MCD
MCDONALDS CORP
-$12.2K
1,159
+3%
增持
TROW
PRICE T ROWE GROUP INC
+$10.5K
2,202
+0%
增持
D
DOMINION ENERGY INC
+$4.7K
10,143
+0%
增持
SYY
SYSCO CORP
+$4.2K
3,272
+1%
减持
VLO
VALERO ENERGY CORP
-$3.6K
3,004
-3%
减持
MINT
PIMCO ETF TR
-$2.3K
14,751
-0%
增持
EVRG
EVERGY INC
+$1.9K
3,329
+1%
