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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 111 项
建仓 9
增持 38
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$8.2M
623,861
+35%
增持
AAPL
APPLE INC
+$2.2M
33,724
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
208,355
+12%
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。
清仓
BBY
BEST BUY INC
-$1.3M
0
-100%
减持
—
JOHNSON CTLS INTL PLC
-$1.1M
19,360
-36%
增持
ISCF
ISHARES TR
+$1.0M
278,807
+4%
增持
AVGO
BROADCOM INC
+$1.0M
14,138
+7%
建仓
TBLU
TORTOISE CAPITAL SERIES TRUS
+$977.2K
18,339
清仓
—
MANAGED PORTFOLIO SERIES
-$967.3K
0
-100%
增持
MSFT
MICROSOFT CORP
+$854.6K
20,386
+4%
减持
IUSG
ISHARES TR
+$632.1K
46,599
-0%
建仓
UTES
ETFIS SER TR I
+$604.7K
7,247
减持
ABBV
ABBVIE INC
+$580.4K
13,751
-2%
减持
JNJ
JOHNSON & JOHNSON
+$576.6K
19,463
-2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$520.3K
28,165
-4%
增持
SPEM
SPDR INDEX SHS FDS
+$505.3K
107,174
+2%
增持
GOVT
ISHARES TR
+$458.3K
386,901
+5%
减持
CMI
CUMMINS INC
+$446.3K
6,081
-6%
增持
SPYD
SPDR SERIES TRUST
+$442.9K
42,996
+26%
减持
DRI
DARDEN RESTAURANTS INC
-$441.2K
12,882
-3%
减持
SBIO
ALPS ETF TR
-$400.2K
9,902
-62%
建仓
PSEP
INNOVATOR ETFS TRUST
+$399.4K
9,300
清仓
PDEC
INNOVATOR ETFS TRUST
-$382.5K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$376.2K
14,215
+0%
减持
MPC
MARATHON PETE CORP
+$344.0K
15,441
-3%
减持
SPYV
SPDR SERIES TRUST
-$316.3K
93,808
-11%
增持
—
EATON CORP PLC
+$313.7K
12,339
+2%
建仓
CAT
CATERPILLAR INC
+$306.8K
643
减持
CMCSA
COMCAST CORP NEW
-$303.5K
61,422
-2%
增持
ARKW
ARK ETF TR
+$302.3K
11,005
+0%
建仓
LOW
LOWES COS INC
+$272.3K
1,083
减持
ORCL
ORACLE CORP
+$267.9K
4,414
-1%
增持
VTWV
VANGUARD SCOTTSDALE FDS
+$255.5K
14,863
+0%
减持
FAST
FASTENAL CO
+$255.1K
39,940
-2%
建仓
WFC
WELLS FARGO CO NEW
+$246.3K
2,939
增持
AXP
AMERICAN EXPRESS CO
+$233.8K
2,751
+29%
增持
GOOGL
ALPHABET INC
+$227.6K
3,381
+0%
增持
NVDA
NVIDIA CORPORATION
+$219.5K
7,225
+1%
建仓
QCOM
QUALCOMM INC
+$213.8K
1,285
建仓
RTX
RTX CORPORATION
+$202.9K
1,213
建仓
DUK
DUKE ENERGY CORP NEW
+$202.0K
1,632
增持
MU
MICRON TECHNOLOGY INC
+$197.9K
4,301
+2%
减持
MSI
MOTOROLA SOLUTIONS INC
+$193.6K
6,315
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$193.5K
28,075
-8%
增持
GAMR
AMPLIFY ETF TR
+$189.4K
15,804
+0%
减持
PULS
PGIM ETF TR
-$170.9K
102,598
-3%
增持
ADI
ANALOG DEVICES INC
+$166.1K
10,952
+3%
增持
TSLA
TESLA INC
+$164.8K
1,292
+0%
减持
B
BARRICK MNG CORP
+$161.8K
14,509
-4%
减持
WMT
WALMART INC
+$145.1K
37,476
-1%
减持
CME
CME GROUP INC
-$141.0K
10,105
-3%
减持
APD
AIR PRODS & CHEMS INC
-$137.9K
8,682
-2%
减持
—
MEDTRONIC PLC
+$134.0K
26,350
-3%
增持
CVX
CHEVRON CORP NEW
+$131.9K
2,411
+42%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$126.7K
184,698
+1%
减持
—
CHUBB LIMITED
-$116.2K
8,431
-2%
增持
ARTY
ISHARES TR
+$113.7K
23,439
+0%
减持
VOTE
TCW ETF TRUST
+$108.6K
32,824
-3%
减持
NEE
NEXTERA ENERGY INC
+$108.6K
23,881
-2%
减持
HON
HONEYWELL INTL INC
-$104.5K
4,329
-1%
减持
—
GARMIN LTD
+$101.6K
3,133
-2%
减持
IAU
ISHARES GOLD TR
+$100.2K
10,792
-2%
增持
DTCR
GLOBAL X FDS
+$98.1K
53,053
+0%
减持
TXN
TEXAS INSTRS INC
-$97.1K
3,139
-3%
减持
VLO
VALERO ENERGY CORP
+$95.7K
2,934
-2%
减持
ULTA
ULTA BEAUTY INC
+$84.7K
1,144
-1%
减持
CHRW
C H ROBINSON WORLDWIDE INC
+$82.4K
2,385
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$81.8K
57,738
-5%
减持
HD
HOME DEPOT INC
-$78.1K
6,921
-12%
增持
BOTZ
GLOBAL X FDS
+$75.7K
26,561
+0%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$73.7K
1,470
-2%
减持
PAYX
PAYCHEX INC
-$71.0K
3,546
-1%
减持
ISCG
ISHARES TR
+$65.0K
19,714
-2%
减持
UNP
UNION PAC CORP
-$64.2K
10,284
-5%
减持
NFG
NATIONAL FUEL GAS CO
+$59.6K
8,709
-1%
减持
GNTX
GENTEX CORP
+$59.2K
10,050
-2%
增持
MINT
PIMCO ETF TR
+$57.0K
15,294
+4%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$55.9K
21,547
-2%
增持
BUG
GLOBAL X FDS
-$53.0K
31,075
+1%
减持
EBAY
EBAY INC.
+$50.9K
3,375
-2%
减持
SNA
SNAP ON INC
+$45.6K
1,352
-1%
增持
ADBE
ADOBE INC
-$45.4K
1,354
+0%
减持
PEP
PEPSICO INC
+$43.7K
6,585
-1%
减持
SYK
STRYKER CORPORATION
-$41.2K
1,328
-1%
减持
D
DOMINION ENERGY INC
+$40.4K
10,032
-1%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$39.8K
6,554
-2%
减持
PG
PROCTER AND GAMBLE CO
-$39.3K
6,182
-0%
减持
PYPL
PAYPAL HLDGS INC
-$38.1K
4,440
-2%
减持
BLK
BLACKROCK INC
+$37.7K
431
-3%
增持
—
EXXON MOBIL CORP
+$36.7K
2,973
+7%
减持
PANW
PALO ALTO NETWORKS INC
-$35.1K
2,290
-7%
增持
CGW
INVESCO EXCH TRADED FD TR II
+$28.4K
15,231
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$28.0K
2,232
+0%
减持
DIVO
AMPLIFY ETF TR
-$25.3K
182,924
-5%
增持
FINX
GLOBAL X FDS
-$24.3K
35,230
+0%
增持
HDV
ISHARES TR
+$24.2K
1,926
+7%
减持
EVRG
EVERGY INC
+$18.7K
3,264
-2%
减持
COR
CENCORA INC
+$16.8K
1,940
-1%
减持
SYY
SYSCO CORP
+$16.0K
3,204
-2%
减持
EMNT
PIMCO ETF TR
-$15.8K
16,221
-1%
增持
EXC
EXELON CORP
+$14.4K
5,840
+2%
增持
V
VISA INC
-$12.9K
951
+0%
减持
DHR
DANAHER CORPORATION
-$12.8K
4,127
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$11.8K
1,147
-5%
减持
MRK
MERCK & CO INC
+$10.7K
5,820
-4%
减持
TROW
PRICE T ROWE GROUP INC
+$9.2K
2,160
-2%
增持
AMZN
AMAZON COM INC
+$3.8K
2,864
+1%
减持
AMGN
AMGEN INC
+$3.1K
2,819
-1%
减持
ECL
ECOLAB INC
+$1.4K
1,838
-1%
增持
CSCO
CISCO SYS INC
+$950
13,504
+2%
增持
GIS
GENERAL MLS INC
-$851
4,563
+2%
