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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 109 项
建仓 12
增持 52
减持 41
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTV
Vanguard Value ETF
+$17.6M
205,226
+117%
减持
IUSV
iShares Core S&P US Value ETF
-$10.1M
2,885
-98%
增持
VUG
Vanguard Growth Index ETF
+$4.8M
82,782
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。
+8%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$4.4M
353,411
+24%
增持
VBR
Vanguard Small Cap Value ETF
+$3.1M
70,906
+17%
增持
VO
Vanguard Mid Cap ETF IV
+$1.8M
42,829
+10%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$1.6M
85,447
+13%
减持
SPLV
Invesco S&P 500 Low Volatility ETF
-$1.4M
14,218
-64%
减持
ONEV
SPDR Rusel 1000 LW VLTLTY FCS ETF
-$1.4M
3,435
-80%
增持
AGG
iShares Core US Aggregate Bond ETF
+$1.2M
132,984
+4%
清仓
IDLV
Invesco S&P International Developed
-$1.1M
0
-100%
建仓
SLYV
SPDR S&P 600 Small Cap Value ETF
+$1.0M
12,029
增持
VNQ
Vanguard Real Estate ETF
+$908.3K
44,987
+12%
减持
SCHV
Schwab US Large Cap Value ETF
-$865.9K
40,794
-29%
增持
AAPL
Apple Inc
+$793.4K
26,919
+5%
减持
SMLV
SPDR Ssga US SL CP LW VLT Inx ETF
-$761.7K
1,788
-82%
增持
VCSH
Vanguard Short Term Cor BD ETF IV
+$689.8K
160,303
+3%
增持
USHY
iShares Broad Usd HG YLD CRP BND ETF
+$636.0K
81,516
+22%
增持
SPEM
SPDR Index Shares Emerg Markt ETF IV
+$630.7K
97,548
+16%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$495.1K
54,798
+22%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$450.0K
11,400
+78%
增持
VTIVX
Vanguard Target Retirement 2045 Fund
+$438.0K
133,483
+5%
增持
VFORX
Vanguard Target Retirement 2040 Fund
+$388.5K
89,811
+4%
减持
EFAV
Ishare Edge MSCI Min Vol EAFE ETF
-$379.5K
4,541
-57%
增持
BNDX
Vanguard Total International Bond Et
+$341.9K
43,221
+15%
增持
SCHP
Schwab US TIPS ETF
+$340.9K
49,882
+11%
清仓
EEMV
Ishr Edg MSCI Min Vol Emg MKT ETF
-$336.5K
0
-100%
建仓
NVDA
Nvidia Corp
+$303.6K
613
减持
SHM
SPDR Nuveen Bloomberg Barclays Short Term
-$292.7K
33,203
-18%
增持
VFFVX
Vanguard Target Retirement 2055 Fund
+$277.6K
25,078
+19%
增持
VEU
Vanguard FTSE All World Ex US ETF
+$271.9K
16,674
+30%
建仓
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
+$256.0K
5,256
建仓
QQQ
Invesco QQQ Trust
+$246.1K
601
减持
IWO
iShares Russell 2000 Growth ETF
+$244.8K
10,575
-2%
建仓
IVW
iShares S&P 500 Growth ETF
+$239.6K
3,190
清仓
EELV
Invesco S&P Emerging Markets Low Volatility
-$232.4K
0
-100%
建仓
META
Facebook Inc Class A
+$222.3K
628
建仓
WLK
Westlake Chemical Co
+$219.8K
1,570
建仓
VGSLX
Vanguard Real Estate Index Fund
+$219.1K
1,751
减持
TIP
iShares TIPS Bond ETF
-$210.6K
13,769
-16%
清仓
VOO
Vanguard S&P 500 ETF
-$210.4K
0
-100%
增持
VTHRX
Vanguard Target Retirement 2030 Fund
+$206.8K
32,721
+14%
建仓
VSGAX
Vanguard Small-Cap Growth Index Fund
+$201.6K
2,372
建仓
XSD
SPDR S&P Semiconductor ETF
+$200.7K
893
减持
VIGAX
Vanguard Growth Index Fund
+$192.7K
10,469
-1%
增持
DFAC
Dimensional U S Core Equity 2 ETF
+$184.4K
59,059
+0%
增持
IYR
iShares US Real Estate ETF
+$184.1K
5,943
+31%
增持
AMZN
Amazon.Com Inc
+$177.9K
6,797
+1%
增持
SPY
SPDR S&P 500 ETF IV
+$154.5K
1,326
+19%
增持
VTMGX
Vanguard Developed Markets Index Fund
+$125.7K
66,261
+4%
增持
VTWG
Vanguard Russell 2000 Growth ETF
+$122.2K
3,837
+8%
减持
IJH
iShares Core S&P Mid Cap ETF
+$116.4K
10,059
-6%
增持
GOOGL
Alphabet Inc. Class A
+$111.4K
11,308
+1%
增持
VVIAX
Vanguard Value Index Fund
+$106.8K
20,445
+1%
增持
MSFT
Microsoft Corp
+$106.8K
1,359
+6%
减持
IGSB
iShares TR Is 1-5 YR In GR CR BD ETF
-$101.9K
15,904
-14%
减持
MUB
iShares National Muni Bond ETF
+$98.4K
17,728
-0%
增持
VTTSX
Vanguard Target Retirement 2060 Fund
+$94.8K
11,744
+12%
增持
VBTLX
Vanguard Total Bond Market Index Fund
+$94.6K
103,203
+4%
减持
FIVE
Five Below
+$93.1K
1,935
-3%
减持
EFA
iShares MSCI EAFE ETF
+$90.0K
33,682
-5%
减持
JPM
JPMorgan Chase & Co
+$89.3K
3,721
-1%
增持
VEXRX
Vanguard Explorer Fund
+$86.3K
3,687
+15%
增持
VSIAX
Vanguard Small-Cap Value Index Fund
+$81.2K
8,252
+2%
减持
VFIFX
Vanguard Target Retirement 2050 Fund
+$75.3K
43,589
-4%
增持
VIMAX
Vanguard Mid-Cap Index Fund
+$73.7K
2,131
+2%
减持
TSM
Taiwan Semiconductr F Sponsored ADR
+$72.4K
4,427
-1%
增持
SWPPX
Schwab S&P 500 Index Fund
+$70.7K
8,364
+3%
建仓
JOBYX
JPMorgan SmartRetirement Blend 2040 Fund;R7
+$70.1K
24,075
减持
SCHZ
Schwab US Aggregate Bond ETF
-$68.4K
67,227
-7%
增持
—
Accenture PLC F Class A
+$63.6K
1,409
+0%
减持
VTEB
Vanguard Muni BND Tax Exempt ETF
-$59.0K
21,206
-11%
增持
VOE
Vanguard Mid Cap Value ETF
+$57.2K
2,320
+9%
增持
HD
Home Depot Inc
+$56.4K
1,262
+0%
增持
VGT
Vanguard Information Technology ETF
+$53.2K
644
+4%
增持
VFIAX
Vanguard 500 Index Fund
+$53.0K
1,173
+0%
减持
CVX
Chevron Corp
-$49.4K
2,405
-1%
建仓
VEMAX
Vanguard Emerging Markets Stock Index Fund
+$48.9K
22,674
增持
XLK
Technology Select Sector SPDR ETF
+$45.9K
1,587
+0%
减持
IVV
iShares Core S&P 500 ETF
+$44.4K
1,050
-1%
减持
VTTHX
Vanguard Target Retirement 2035 Fund
+$44.0K
42,860
-2%
减持
BND
Vanguard Total Bond Market ETF
-$43.3K
18,653
-8%
减持
DHR
Danaher Corp
-$41.7K
2,045
-2%
减持
JNJ
Johnson & Johnson
-$39.6K
11,221
-3%
增持
SCHG
Schwab US Large Cap Growth ETF
+$39.2K
3,780
+0%
增持
VTTVX
Vanguard Target Retirement 2025 Fund
+$38.4K
26,251
+4%
减持
VTI
Vanguard Total Stock Market ETF
+$37.1K
1,708
-1%
减持
IWR
iShares Trust Rus Mid Cap ETF
+$36.1K
9,275
-6%
增持
GOOG
Alphabet Inc. Class C
+$34.0K
3,676
+0%
增持
IYJ
iShares US Industrials ETF
+$31.0K
2,252
+1%
增持
—
Invesco Stable Asset Fund
+$29.9K
814,223
+4%
增持
VOX
Vanguard Communication Services ETF
+$29.3K
2,292
+1%
增持
RSPN
Invsc SP 500 Equal WGHT Indstrl ETF
+$26.2K
5,300
+0%
减持
HYG
iShares iBoxx High Yield Bond ETF
+$25.6K
20,327
-3%
减持
IUSG
iShares Core S&P US Growth ETF
-$24.9K
9,117
-11%
减持
NKE
Nike Inc Class B
+$22.7K
2,080
-2%
减持
IWN
iShares Russell 2000 Value ETF
+$20.7K
6,572
-10%
减持
SCHH
Charles Schwab US REIT ETF
-$19.8K
28,216
-17%
增持
ABBV
Abbvie Inc
+$15.9K
2,504
+0%
减持
VXUS
Vanguard Total Interntl Stock ETF IV
+$15.7K
4,986
-2%
减持
BRK/B
Berkshire Hathaway Class B
+$14.4K
2,932
-0%
减持
BSV
Vanguard Short-Term Bond ETF IV
-$12.1K
29,073
-3%
减持
NVS
Novartis AG F Sponsored ADR
-$8.2K
2,374
-2%
减持
TSCO
Tractor Supply Co Com
+$7.4K
1,465
-3%
减持
GILD
Gilead Sciences Inc
+$6.7K
3,163
-5%
减持
—
Check Point Sftwre Com
+$5.3K
1,824
-11%
增持
PEP
Pepsico Inc
+$3.7K
1,912
+0%
减持
MRK
Merck & Co. Inc.
+$2.2K
3,978
-5%
增持
ET
Energy Transfer LP
-$2.1K
17,792
+1%
