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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 18
增持 24
减持 23
清仓 85
方向
标的
Δ市值
现股数(环比)
增持
VUG
Vanguard Growth ETF
+$6.3M
72,598
+27%
增持
VTV
Vanguard Value ETF
+$4.5M
126,574
+30%
增持
VCSH
Vanguard Short Term Cor BD ETF IV
+$4.3M
137,461
+72%
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
VFORX
Vanguard Target Retirement 2040 Fund;Investor
+$3.3M
86,474
建仓
VTIVX
Vanguard Target Retirement 2045 Fund;Investor
+$3.2M
124,384
增持
VEA
Vanguard FTSE Developed Markets ETF
+$2.1M
205,979
+26%
增持
VO
Vanguard Mid Cap ETF IV
+$1.9M
31,986
+32%
建仓
VFIFX
Vanguard Target Retirement 2050 Fund;Investor
+$1.9M
43,933
增持
IWO
iShares Russell 2000 Growth ETF
+$1.4M
22,819
+24%
增持
VBR
Vanguard Small Cap Value ETF
+$1.2M
47,155
+13%
建仓
VVIAX
Vanguard Value Index Fund;Admiral
+$1.1M
19,406
建仓
VFFVX
Vanguard Target Retirement 2055 Fund;Investor
+$960.4K
20,269
建仓
VTMGX
Vanguard Developed Markets Index Fund;Admiral
+$925.7K
62,423
增持
SPLV
Invesco S&P 500 Low Volatility ETF
+$919.6K
102,801
+16%
建仓
VTTHX
Vanguard Target Retirement 2035 Fund;Investor
+$918.1K
43,023
建仓
VBTLX
Vanguard Total Bond Market Index Fund;Admiral
+$898.1K
94,040
建仓
VTHRX
Vanguard Target Retirement 2030 Fund;Investor
+$851.3K
24,797
建仓
—
Invesco Stable Asset Fund - ADPZ Class
+$765.7K
765,695
增持
VNQ
Vanguard Real Estate ETF
+$695.1K
40,086
+24%
减持
AAPL
Apple Inc
+$657.4K
25,628
-2%
减持
AM
Antero Midstream Corp
-$607.4K
23,512
-72%
清仓
QQQ
INVESCO QQQ TR
-$599.9K
0
-100%
清仓
AR
ANTERO RESOURCES CORP
-$591.4K
0
-100%
建仓
VSIAX
Vanguard Small-Cap Value Index Fund;Admiral
+$578.0K
8,133
建仓
VIGAX
Vanguard Growth Index Fund;Admiral
+$567.8K
3,897
建仓
VIMAX
Vanguard Mid-Cap Index Fund;Admiral
+$547.1K
2,006
建仓
SWPPX
Schwab S&P 500 Index Fund
+$542.0K
7,893
建仓
VFIAX
Vanguard 500 Index Fund;Admiral
+$525.8K
1,280
增持
IDLV
Invesco S&P International Developed
+$490.7K
93,623
+24%
建仓
VTTVX
Vanguard Target Retirement 2025 Fund;Investor
+$438.9K
24,262
建仓
VTTSX
Vanguard Target Retirement 2060 Fund;Investor
+$430.4K
9,862
清仓
USB
US BANCORP DEL
-$412.5K
0
-100%
增持
HYG
iShares iBoxx High Yield Bond ETF
+$389.0K
57,760
+11%
清仓
V
VISA INC
-$373.1K
0
-100%
增持
AGG
iShares Core US Aggregate Bond ETF
+$371.9K
124,296
+5%
增持
SMLV
SPDR Ssga US SL CP LW VLT Inx ETF
+$362.5K
30,185
+15%
清仓
TJX
TJX COS INC NEW
-$354.7K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$336.3K
0
-100%
建仓
VEXRX
Vanguard Explorer Fund;Admiral
+$310.5K
3,186
增持
SCHV
Schwab US Large Cap Value ETF
+$308.9K
56,891
+6%
减持
—
Check Point Sftwre Com
-$302.0K
2,051
-52%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$299.4K
0
-100%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$299.0K
77,321
+10%
清仓
WLK
WESTLAKE CORPORATION
-$286.2K
0
-100%
减持
MRK
Merck & Co. Inc.
-$262.2K
4,332
-39%
清仓
TGT
TARGET CORP
-$262.0K
0
-100%
减持
GOOGL
Alphabet Inc. Class A
-$253.6K
11,240
-27%
增持
MUB
iShares National Muni Bond ETF
+$251.2K
31,011
+9%
清仓
NEE
NEXTERA ENERGY INC
-$235.7K
0
-100%
减持
JPM
JPMorgan Chase & Co
-$235.2K
3,693
-38%
清仓
REGN
REGENERON PHARMACEUTICALS
-$229.2K
0
-100%
增持
BNDX
Vanguard Total International Bond Et
+$228.8K
33,462
+16%
清仓
GNTX
GENTEX CORP
-$227.6K
0
-100%
清仓
CME
CME GROUP INC
-$226.0K
0
-100%
减持
GILD
Gilead Sciences Inc
-$224.0K
3,321
-43%
增持
SCHP
Schwab US TIPS ETF
+$221.3K
61,702
+10%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$212.1K
0
-100%
清仓
DIS
DISNEY WALT CO
-$207.0K
0
-100%
清仓
PFE
PFIZER INC
-$203.2K
0
-100%
清仓
TSLA
TESLA INC
-$200.2K
0
-100%
减持
BRK/B
Berkshire Hathaway Class B
-$199.2K
3,084
-24%
清仓
COST
COSTCO WHSL CORP NEW
-$197.3K
0
-100%
清仓
DGRO
ISHARES TR
-$196.9K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$195.4K
0
-100%
清仓
SYY
SYSCO CORP
-$189.0K
0
-100%
清仓
XSD
SPDR SER TR
-$185.9K
0
-100%
减持
CVX
Chevron Corp
-$184.5K
2,565
-29%
减持
TSM
Taiwan Semiconductr F Sponsored ADR
-$184.0K
4,466
-34%
清仓
SHY
ISHARES TR
-$182.1K
0
-100%
清仓
JNK
SPDR SER TR
-$174.3K
0
-100%
清仓
WTRG
ESSENTIAL UTILS INC
-$173.0K
0
-100%
清仓
META
META PLATFORMS INC
-$171.7K
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$170.4K
0
-100%
清仓
—
EXXON MOBIL CORP
-$165.0K
0
-100%
增持
EEMV
Ishr Edg MSCI Min Vol Emg MKT ETF
+$161.9K
17,957
+19%
清仓
—
DUPONT DE NEMOURS INC
-$161.6K
0
-100%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$161.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$160.3K
0
-100%
减持
ABBV
Abbvie Inc
-$158.1K
2,420
-20%
清仓
PG
PROCTER AND GAMBLE CO
-$147.4K
0
-100%
清仓
IEF
ISHARES TR
-$143.3K
0
-100%
清仓
QCOM
QUALCOMM INC
-$140.9K
0
-100%
减持
—
Accenture PLC F Class A
-$133.3K
1,412
-29%
清仓
IVW
ISHARES TR
-$129.3K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$127.7K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$127.5K
0
-100%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$125.5K
0
-100%
增持
IGSB
iShares TR Is 1-5 YR In GR CR BD ETF
+$125.3K
13,303
+24%
清仓
—
ETF MANAGERS TR
-$124.5K
0
-100%
清仓
ORCL
ORACLE CORP
-$124.2K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$123.7K
0
-100%
清仓
AGZ
ISHARES TR
-$122.6K
0
-100%
清仓
IJS
ISHARES TR
-$120.7K
0
-100%
清仓
IHI
ISHARES TR
-$119.3K
0
-100%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$116.3K
0
-100%
清仓
AMGN
AMGEN INC
-$116.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$113.6K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$113.6K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$113.5K
0
-100%
清仓
IAT
ISHARES TR
-$111.8K
0
-100%
减持
JNJ
Johnson & Johnson
-$111.4K
12,569
-11%
减持
BND
Vanguard Total Bond Market ETF
-$109.9K
30,735
-3%
减持
IJH
iShares Core S&P Mid Cap ETF
+$109.4K
12,889
-1%
清仓
INTC
INTEL CORP
-$108.9K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$108.1K
0
-100%
清仓
LGLV
SPDR SER TR
-$108.0K
0
-100%
清仓
VBK
VANGUARD INDEX FDS
-$107.6K
0
-100%
清仓
SPMD
SPDR SER TR
-$107.5K
0
-100%
清仓
DOW
DOW INC
-$106.8K
0
-100%
清仓
IVE
ISHARES TR
-$106.5K
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$105.6K
0
-100%
清仓
MTB
M & T BK CORP
-$103.7K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$103.6K
0
-100%
增持
DFAC
Dimensional U S Core Equity 2 ETF
+$103.1K
58,636
+0%
清仓
NVDA
NVIDIA CORPORATION
-$100.0K
0
-100%
清仓
TLH
ISHARES TR
-$97.8K
0
-100%
清仓
JMBS
JANUS DETROIT STR TR
-$96.7K
0
-100%
增持
ONEV
SPDR Rusel 1000 LW VLTLTY FCS ETF
+$94.6K
16,767
+3%
减持
NKE
Nike Inc Class B
-$93.3K
2,125
-20%
减持
XSLV
Invesco S&P Smallcap Low Volatility ETF
-$93.2K
15,823
-7%
清仓
XLE
SELECT SECTOR SPDR TR
-$93.0K
0
-100%
清仓
—
LABORATORY CORP AMER HLDGS
-$92.0K
0
-100%
清仓
DHI
D R HORTON INC
-$91.7K
0
-100%
清仓
EFV
ISHARES TR
-$91.5K
0
-100%
增持
EFA
iShares MSCI EAFE ETF
+$90.2K
21,977
+5%
清仓
MCK
MCKESSON CORP
-$89.1K
0
-100%
增持
VXUS
Vanguard Total Interntl Stock ETF IV
+$86.6K
5,106
+41%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$84.9K
0
-100%
清仓
IJR
ISHARES TR
-$83.0K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$82.8K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$82.5K
0
-100%
清仓
GIS
GENERAL MLS INC
-$81.4K
0
-100%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$80.7K
36,827
-3%
清仓
DECK
DECKERS OUTDOOR CORP
-$80.0K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$80.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$78.9K
0
-100%
减持
TSCO
Tractor Supply Co Com
-$78.6K
1,560
-13%
清仓
SPTI
SPDR SER TR
-$77.9K
0
-100%
减持
DHR
Danaher Corp
-$77.2K
2,239
-8%
清仓
WMT
WALMART INC
-$75.5K
0
-100%
减持
DLTR
Dollar Tree Inc
-$74.1K
1,399
-27%
清仓
IWD
ISHARES TR
-$73.9K
0
-100%
减持
IUSG
iShares Core S&P US Growth ETF
+$71.5K
9,317
-1%
清仓
SHM
SPDR SER TR
-$71.1K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$71.0K
0
-100%
清仓
CTVA
CORTEVA INC
-$69.9K
0
-100%
减持
EXC
Exelon Corp
-$69.2K
5,134
-23%
清仓
PM
PHILIP MORRIS INTL INC
-$68.7K
0
-100%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$68.1K
0
-100%
清仓
VFC
V F CORP
-$66.3K
0
-100%
