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Grey Fox Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Grey Fox Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001965362
持仓数
140
前50大市值合计
$468.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 28
增持 74
减持 36
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$4.3M
57,019
+23%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$2.6M
88,739
-31%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.7M
79,825
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。
+37%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
97,407
+15%
增持
AAPL
APPLE INC
+$1.2M
26,159
+10%
增持
ONEV
SPDR SER TR
+$1.2M
16,339
+242%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.2M
163,619
+11%
增持
AGG
ISHARES TR
+$1.1M
118,455
+7%
增持
VBR
VANGUARD INDEX FDS
+$753.2K
41,773
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$693.3K
70,455
+28%
增持
VO
VANGUARD INDEX FDS
+$688.6K
24,246
+12%
增持
AM
ANTERO MIDSTREAM CORP
+$631.8K
83,903
+265%
增持
SCHV
SCHWAB STRATEGIC TR
+$620.1K
53,490
+22%
减持
IDLV
INVESCO EXCH TRADED FD TR II
-$607.3K
75,655
-24%
增持
IWO
ISHARES TR
+$601.0K
18,343
+11%
增持
AR
ANTERO RESOURCES CORP
+$568.1K
25,612
+3310%
减持
MUB
ISHARES TR
-$511.2K
28,389
-16%
增持
SCHH
SCHWAB STRATEGIC TR
+$459.8K
34,569
+211%
增持
HYG
ISHARES TR
+$373.6K
52,245
+8%
减持
VOO
VANGUARD INDEX FDS
-$348.3K
210
-83%
增持
EFA
ISHARES TR
+$334.3K
21,016
+18%
清仓
CEG
CONSTELLATION ENERGY CORP
-$333.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$318.0K
14,141
-0%
增持
XSLV
INVESCO EXCH TRADED FD TR II
+$308.4K
17,084
+84%
增持
IJH
ISHARES TR
+$306.0K
13,035
+7%
减持
SPEM
SPDR INDEX SHS FDS
-$257.2K
15,056
-36%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$253.9K
28,758
+18%
清仓
HLNE
HAMILTON LANE INC
-$239.6K
0
-100%
减持
GOOGL
ALPHABET INC
+$215.0K
15,415
-2%
增持
AMZN
AMAZON COM INC
+$178.6K
8,411
+2%
减持
SMLV
SPDR SER TR
-$176.5K
26,210
-4%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$170.4K
2,796
增持
SLYG
SPDR SER TR
+$160.2K
16,284
+13%
增持
XLK
SELECT SECTOR SPDR TR
+$138.8K
2,215
+41%
增持
IVV
ISHARES TR
+$128.3K
1,013
+35%
增持
—
DUPONT DE NEMOURS INC
+$127.0K
2,252
+346%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$126.5K
6,811
-1%
减持
BND
VANGUARD BD INDEX FDS
-$123.4K
31,749
-8%
增持
EFAV
ISHARES TR
+$119.9K
16,591
+5%
减持
USB
US BANCORP DEL
-$119.2K
11,292
-7%
减持
SCHZ
SCHWAB STRATEGIC TR
-$112.6K
37,958
-8%
建仓
IAT
ISHARES TR
+$111.8K
3,123
建仓
SCHW
SCHWAB CHARLES CORP
+$108.1K
2,063
清仓
IAU
ISHARES GOLD TR
-$107.4K
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$107.4K
497
+49600%
建仓
MTB
M & T BK CORP
+$103.7K
867
减持
SCHP
SCHWAB STRATEGIC TR
+$101.2K
56,215
-0%
建仓
TLH
ISHARES TR
+$97.8K
854
清仓
RING
ISHARES INC
-$97.1K
0
-100%
建仓
JMBS
JANUS DETROIT STR TR
+$96.7K
2,071
增持
TSLA
TESLA INC
+$96.4K
965
+14%
增持
DOW
DOW INC
+$96.2K
1,948
+828%
增持
VTEB
VANGUARD MUN BD FDS
+$91.5K
35,234
+3%
增持
EEMV
ISHARES INC
+$88.9K
15,125
+9%
增持
TIP
ISHARES TR
+$87.0K
14,482
+2%
增持
GOOG
ALPHABET INC
+$85.5K
4,447
+5%
减持
IGSB
ISHARES TR
-$82.4K
10,726
-14%
增持
META
META PLATFORMS INC
+$82.4K
810
+9%
增持
XLV
SELECT SECTOR SPDR TR
+$78.6K
985
+174%
减持
CVX
CHEVRON CORP NEW
-$78.2K
3,604
-3%
建仓
SPTI
SPDR SER TR
+$77.9K
2,691
减持
SYK
STRYKER CORPORATION
+$76.4K
1,900
-1%
减持
VNQ
VANGUARD INDEX FDS
-$74.0K
32,413
-3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$73.5K
58,432
+0%
减持
QQQ
INVESCO QQQ TR
+$73.5K
1,867
-6%
增持
EMR
EMERSON ELEC CO
+$72.8K
1,419
+168%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$68.1K
1,004
增持
XLE
SELECT SECTOR SPDR TR
+$66.7K
1,122
+274%
建仓
GLDM
WORLD GOLD TR
+$59.8K
1,528
增持
NVDA
NVIDIA CORPORATION
+$57.8K
360
+25%
增持
CTVA
CORTEVA INC
+$55.4K
1,159
+369%
减持
HD
HOME DEPOT INC
-$54.4K
1,401
-5%
建仓
KRE
SPDR SER TR
+$53.3K
1,215
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$52.0K
17,669
-1%
减持
MRK
MERCK & CO INC
-$51.2K
7,143
-3%
建仓
XLY
SELECT SECTOR SPDR TR
+$49.8K
333
建仓
EZU
ISHARES INC
+$49.2K
1,091
增持
NFLX
NETFLIX INC
+$48.7K
800
+4%
建仓
PAVE
GLOBAL X FDS
+$48.6K
1,715
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$48.4K
3,060
-15%
增持
V
VISA INC
+$47.9K
1,655
+6%
增持
VGT
VANGUARD WORLD FDS
+$47.7K
662
+2%
增持
ORCL
ORACLE CORP
+$45.4K
1,337
+39%
增持
SCHG
SCHWAB STRATEGIC TR
+$45.3K
3,766
+5%
减持
IUSG
ISHARES TR
-$44.6K
9,443
-13%
建仓
AVEM
AMERICAN CENTY ETF TR
+$44.2K
836
增持
WSFS
WSFS FINL CORP
+$42.7K
1,258
+1146%
减持
GILD
GILEAD SCIENCES INC
-$41.8K
5,785
-5%
增持
XLF
SELECT SECTOR SPDR TR
+$40.8K
2,577
+110%
增持
PNC
PNC FINL SVCS GROUP INC
+$39.1K
815
+100%
增持
—
ACCENTURE PLC IRELAND
+$38.0K
1,991
+0%
增持
XSD
SPDR SER TR
+$37.0K
891
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$35.5K
337
+444%
建仓
FHN
FIRST HORIZON CORPORATION
+$34.1K
1,904
清仓
HOUR
HOUR LOOP INC
-$33.9K
0
-100%
增持
RF
REGIONS FINANCIAL CORP NEW
+$33.6K
2,438
+348%
增持
VOX
VANGUARD WORLD FDS
+$33.4K
2,273
+0%
减持
SPMD
SPDR SER TR
-$33.3K
2,447
-26%
建仓
NOBL
PROSHARES TR
+$33.2K
363
建仓
XLC
SELECT SECTOR SPDR TR
+$32.4K
558
建仓
SPBO
SPDR SER TR
+$32.0K
1,093
增持
T
AT&T INC
+$31.6K
1,644
+41000%
建仓
IYW
ISHARES TR
+$30.8K
332
建仓
XLI
SELECT SECTOR SPDR TR
+$29.9K
295
增持
DHR
DANAHER CORPORATION
-$29.6K
2,438
+0%
清仓
IRDM
IRIDIUM COMMUNICATIONS INC
-$29.6K
0
-100%
减持
SHM
SPDR SER TR
-$29.5K
1,496
-30%
清仓
—
PARAMOUNT GLOBAL
-$29.4K
0
-100%
建仓
FLGB
FRANKLIN TEMPLETON ETF TR
+$29.2K
1,207
增持
IVW
ISHARES TR
+$28.9K
2,024
+18%
建仓
ALV
AUTOLIV INC
+$28.5K
305
清仓
TFC
TRUIST FINL CORP
-$28.1K
0
-100%
增持
GIS
GENERAL MLS INC
+$28.1K
953
+50%
减持
IWR
ISHARES TR
-$27.6K
15,373
-6%
增持
TGT
TARGET CORP
+$27.3K
1,582
+0%
建仓
JAAA
JANUS DETROIT STR TR
+$27.0K
545
增持
AMD
ADVANCED MICRO DEVICES INC
+$26.7K
647
+14%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$26.0K
10,410
+11%
减持
IWN
ISHARES TR
-$25.9K
7,188
-1%
增持
EWJ
ISHARES INC
+$25.6K
581
+270%
清仓
JMEE
J P MORGAN EXCHANGE TRADED F
-$25.4K
0
-100%
增持
QCOM
QUALCOMM INC
+$25.1K
1,104
+5%
建仓
VHT
VANGUARD WORLD FDS
+$24.6K
103
增持
VTI
VANGUARD INDEX FDS
+$23.6K
1,807
+0%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$23.4K
1,350
-31%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$23.2K
741
+58%
减持
PICB
INVESCO EXCH TRADED FD TR II
-$23.2K
950
-54%
清仓
SU
SUNCOR ENERGY INC NEW
-$22.8K
0
-100%
减持
VFC
V F CORP
-$21.6K
2,893
-9%
减持
ABT
ABBOTT LABS
-$21.6K
1,583
-4%
减持
CME
CME GROUP INC
+$21.5K
1,180
-3%
增持
IWF
ISHARES TR
+$21.2K
139
+132%
增持
IJR
ISHARES TR
+$21.1K
859
+31%
减持
—
LABORATORY CORP AMER HLDGS
-$20.8K
401
-16%
增持
NKE
NIKE INC
+$20.7K
2,672
+2%
清仓
ESGV
VANGUARD WORLD FD
-$20.7K
0
-100%
减持
MMM
3M CO
-$20.6K
4
-98%
清仓
SLYV
SPDR SER TR
-$19.9K
0
-100%
建仓
USMV
ISHARES TR
+$19.6K
269
减持
INTC
INTEL CORP
+$19.4K
3,332
-2%
增持
MPC
MARATHON PETE CORP
+$19.4K
247
+106%
增持
—
CHECK POINT SOFTWARE TECH LT
+$19.3K
4,305
+1%
增持
VXUS
VANGUARD STAR FDS
+$18.8K
3,618
+3%
增持
PFE
PFIZER INC
+$18.5K
4,981
+38%
增持
COST
COSTCO WHSL CORP NEW
+$18.3K
397
+1%
建仓
EUFN
ISHARES TR
+$18.1K
967
增持
IWD
ISHARES TR
+$18.0K
486
+32%
建仓
—
MEDTRONIC PLC
+$17.9K
220
增持
NEE
NEXTERA ENERGY INC
-$17.6K
3,058
+1%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$17.2K
379
