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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 110 项
建仓 4
增持 16
减持 85
清仓 5
方向
标的
Δ市值
现股数(环比)
清仓
—
MEDTRONIC PLC
-$2.5M
0
-100%
减持
MSFT
MICROSOFT CORP
-$2.5M
19,790
-2%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$1.7M
6,953
+492%
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。
建仓
ZTS
ZOETIS INC
+$1.4M
11,866
减持
VOTE
TCW ETF TRUST
-$1.4M
16,321
-50%
减持
AAPL
APPLE INC
-$1.3M
30,641
-8%
减持
MPC
MARATHON PETE CORP
+$1.1M
14,847
-3%
减持
CMI
CUMMINS INC
-$984.6K
3,868
-36%
建仓
CGW
INVESCO EXCH TRADED FD TR II
+$941.1K
14,718
增持
GOVT
ISHARES TR
+$935.5K
439,524
+11%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$928.6K
204,966
+10%
减持
ISCF
ISHARES TR
-$910.6K
262,181
-8%
减持
MU
MICRON TECHNOLOGY INC
-$754.4K
1,447
-67%
减持
AVGO
BROADCOM INC
-$726.7K
13,339
-5%
减持
IUSG
ISHARES TR
-$671.5K
46,544
-1%
减持
FIS
FIDELITY NATL INFORMATION SV
-$584.2K
25,230
-5%
减持
JPM
JPMORGAN CHASE & CO
-$548.1K
13,819
-3%
减持
DIVO
AMPLIFY ETF TR
-$542.7K
168,244
-7%
减持
JNJ
JOHNSON & JOHNSON
+$491.0K
16,752
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$379.2K
44,252
-2%
减持
WFC
WELLS FARGO & CO
-$364.2K
21,790
-3%
减持
—
EATON CORP PLC
+$340.9K
11,867
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$334.4K
210,378
-0%
减持
ARKW
ARK ETF TR
-$332.9K
10,680
-3%
减持
ETR
ENTERGY CORP NEW
+$312.2K
16,143
-1%
减持
ABBV
ABBVIE INC
-$287.6K
13,039
-5%
减持
WMT
WALMART INC
+$277.9K
36,027
-4%
减持
GAMR
AMPLIFY ETF TR
-$277.7K
15,356
-3%
建仓
—
EXXON MOBIL CORP
+$271.0K
1,598
减持
ADBE
ADOBE INC
-$263.9K
864
-36%
减持
AXP
AMERICAN EXPRESS CO
-$256.7K
2,462
-9%
减持
FINX
GLOBAL X FDS
-$245.4K
34,168
-3%
减持
ORCL
ORACLE CORP
-$231.1K
4,242
-3%
清仓
ABT
ABBOTT LABS
-$226.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$219.8K
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
+$219.0K
6,117
-4%
清仓
GNTX
GENTEX CORP
-$216.0K
0
-100%
减持
VLO
VALERO ENERGY CORP
+$213.9K
2,748
-4%
建仓
VTV
VANGUARD INDEX FDS
+$206.0K
1,050
清仓
TROW
PRICE T ROWE GROUP INC
-$204.1K
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$200.5K
22,510
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$191.8K
29,324
+3%
减持
BUG
GLOBAL X FDS
-$188.2K
30,172
-3%
减持
CSCO
CISCO SYS INC
-$187.0K
10,790
-19%
减持
HD
HOME DEPOT INC
-$182.9K
6,648
-3%
减持
DHR
DANAHER CORP DEL
-$176.1K
3,931
-2%
减持
GOOGL
ALPHABET INC
-$172.5K
3,081
-9%
减持
COST
COSTCO WHOLESALE CORPORATION
+$167.0K
1,303
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$155.6K
111,075
+3%
增持
DTCR
GLOBAL X FDS
+$151.6K
52,910
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$138.6K
1,148
+0%
减持
FAST
FASTENAL CO
+$128.4K
37,183
-7%
减持
TSLA
TESLA INC
-$120.3K
1,255
-4%
减持
HON
HONEYWELL INTL INC
+$117.1K
4,218
-2%
减持
NVDA
NVIDIA CORPORATION
-$115.8K
7,085
-2%
减持
ULTA
ULTA BEAUTY INC
-$112.3K
1,071
-4%
减持
NFG
NATIONAL FUEL GAS CO
+$95.9K
8,324
-3%
减持
CMCSA
COMCAST CORP NEW
-$84.5K
54,284
-1%
减持
—
JOHNSON CONTROLS INTERNATION
+$81.2K
18,288
-5%
减持
PAYX
PAYCHEX INC
-$79.1K
3,285
-3%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$78.8K
5,943
-3%
减持
EMNT
PIMCO ETF TR
-$78.6K
13,764
-6%
减持
B
BARRICK MNG CORP
-$77.4K
13,756
-6%
减持
WINN
HARBOR ETF TRUST
-$75.3K
18,180
-2%
减持
MRK
MERCK & CO INC
+$75.1K
5,633
-2%
减持
PANW
PALO ALTO NETWORKS INC
-$70.7K
2,190
-4%
减持
V
VISA INC
-$69.8K
872
-8%
增持
BOTZ
GLOBAL X FDS
-$69.1K
26,833
+1%
减持
ARTY
ISHARES TR
-$68.0K
22,778
-3%
减持
UNP
UNION PAC CORP
-$67.6K
9,125
-7%
减持
VUG
VANGUARD INDEX FDS
-$66.7K
608
-11%
减持
D
DOMINION ENERGY INC
-$65.7K
8,371
-16%
增持
TXN
TEXAS INSTRS INC
+$65.0K
3,141
+0%
减持
PEP
PEPSICO INC
+$63.8K
6,327
-1%
减持
COR
CENCORA INC
-$63.2K
1,861
-3%
减持
BLK
BLACKROCK INC
-$63.0K
403
-4%
减持
SPYD
SPDR SERIES TRUST
+$58.7K
59,264
-3%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$58.7K
1,423
-3%
减持
MINT
PIMCO ETF TR
-$57.8K
16,435
-4%
减持
DRI
DARDEN RESTAURANTS INC
-$57.8K
11,701
-8%
减持
AKAM
AKAMAI TECHNOLOGIES INC
+$57.1K
2,310
-3%
增持
KYTX
KYVERNA THERAPEUTICS INC
+$55.3K
19,800
+61%
减持
—
GARMIN LTD
+$53.7K
2,893
-5%
减持
—
CHUBB LTD SWITZ
-$53.5K
7,944
-6%
减持
SBIO
ALPS ETF TR
-$53.2K
8,432
-13%
增持
OIA
INVESCO MUNI INCOME OPP TRST
+$52.4K
19,526
+74%
减持
VTWV
VANGUARD SCOTTSDALE FDS
+$51.3K
14,541
-2%
减持
AMGN
AMGEN INC
+$50.9K
2,766
-2%
减持
SYK
STRYKER CORPORATION
-$46.8K
1,263
-4%
减持
ADI
ANALOG DEVICES INC
+$46.3K
9,414
-13%
减持
CME
CME GROUP INC
+$46.2K
9,433
-6%
增持
SPYV
SPDR SERIES TRUST
+$45.0K
95,945
+1%
减持
IAU
ISHARES GOLD TR
+$44.4K
10,337
-3%
减持
TBLU
TORTOISE CAPITAL SERIES TRUS
-$37.6K
17,698
-3%
增持
DUK
DUKE ENERGY CORP NEW
+$34.2K
2,014
+3%
减持
HDV
ISHARES TR
+$33.0K
3,311
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$27.9K
646,844
+0%
减持
EXC
EXELON CORP
+$22.2K
5,587
-3%
减持
PULS
PGIM ETF TR
-$21.5K
104,418
-0%
减持
PG
PROCTER & GAMBLE CO
-$19.0K
5,747
-3%
减持
EVRG
EVERGY INC
+$17.4K
3,000
-5%
减持
PBJ
INVESCO EXCHANGE TRADED FD T
+$16.6K
5,640
-3%
减持
SYY
SYSCO CORP
-$15.4K
3,080
-3%
减持
ECL
ECOLAB INC
-$12.3K
1,747
-4%
减持
SNA
SNAP ON INC
+$8.5K
1,289
-3%
增持
ISCG
ISHARES TR
-$7.4K
19,912
+1%
增持
IWR
ISHARES TR
+$6.5K
4,028
+1%
减持
UTES
ETFIS SER TR I
+$6.1K
7,366
-0%
减持
EBAY
EBAY INC.
+$849
3,194
-4%
减持
CHRW
C H ROBINSON WORLDWIDE IN
-$631
2,273
-3%
