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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 126 项
建仓 25
增持 44
减持 50
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VTV
Vanguard Value ETF
+$6.1M
225,932
+10%
增持
VUG
Vanguard Growth Index ETF
+$4.3M
87,261
+5%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$2.8M
394,172
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。
+12%
增持
VBR
Vanguard Small Cap Value ETF
+$2.4M
79,178
+12%
增持
AGG
iShares Core US Aggregate Bond ETF
+$2.4M
159,105
+20%
增持
VO
Vanguard Mid Cap ETF IV
+$1.9M
47,441
+11%
增持
VCSH
Vanguard Short Term Cor BD ETF IV
+$1.4M
178,924
+12%
建仓
—
iShares S&P 500 Index K
+$1.3M
2,138
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$1.1M
94,483
+11%
建仓
—
American Funds Growth Fund of Amer R6
+$884.5K
12,425
增持
USHY
iShares Broad Usd HG YLD CRP BND ETF
+$760.0K
101,752
+25%
增持
SPEM
SPDR Index Shares Emerg Markt ETF IV
+$723.7K
115,442
+18%
清仓
IWR
iShares Trust Rus Mid Cap ETF
-$720.9K
0
-100%
增持
QQQ
Invesco QQQ Trust
+$666.2K
2,052
+241%
减持
AAPL
Apple Inc
-$641.7K
26,481
-2%
增持
VNQ
Vanguard Real Estate ETF
+$591.1K
52,800
+17%
建仓
—
Virtus NFJ Mid-Cap Value I
+$550.1K
19,046
建仓
—
American Funds Trgt Date Ret 2045 R6
+$514.1K
25,078
增持
SPY
SPDR S&P 500 ETF IV
+$495.3K
2,151
+62%
建仓
—
Nationwide Inv Dest Agrsv Instl Svc
+$491.8K
48,502
增持
BRK/B
Berkshire Hathaway Class B
+$462.3K
3,586
+22%
建仓
—
AB Discovery Value Z
+$427.2K
18,846
增持
BNDX
Vanguard Total International Bond Et
+$417.5K
51,862
+20%
建仓
VIG
Vanguard Dividend Appreciation ETF
+$404.5K
2,215
建仓
—
American Funds Trgt Date Ret 2030 R6
+$368.7K
21,690
减持
VFORX
Vanguard Target Retirement 2040 Inv Fund
-$365.2K
76,067
-15%
增持
IWO
iShares Russell 2000 Growth ETF
+$341.2K
11,109
+5%
建仓
—
American Funds Washington Mutual R6
+$338.3K
5,436
建仓
—
American Funds Trgt Date Ret 2040 R6
+$334.7K
16,801
建仓
—
Columbia Mid Cap Index I3
+$289.6K
19,193
建仓
—
American Funds Fundamental Inv R5
+$286.7K
3,603
建仓
—
American Funds Trgt Date Ret 2025 R6
+$285.7K
18,781
建仓
—
American Funds Trgt Date Ret 2055 R6
+$283.3K
11,104
建仓
RIVN
Rivian Automotive Inc Class A
+$275.0K
25,116
建仓
FDTRX
Franklin Dynatech R6
+$266.3K
1,637
增持
NVDA
Nvidia Corp
+$259.4K
623
+2%
增持
IJH
iShares Core S&P Mid Cap ETF
+$251.8K
50,044
+398%
建仓
—
American Funds Trgt Date Ret 2035 R6
+$245.7K
13,131
增持
VTIVX
Vanguard Target Retirement 2045 Inv Fund
+$240.7K
133,875
+0%
清仓
NVS
Novartis AG F Sponsored ADR
-$239.7K
0
-100%
建仓
DIA
SPDR Dow Jones Industrial Avrg ETF
+$238.2K
597
建仓
—
AB Discovery Growth Z
+$237.8K
18,771
建仓
—
iShares Russell 2000 SmCap Ind K
+$231.3K
9,575
清仓
NKE
Nike Inc Class B
-$226.6K
0
-100%
清仓
VGSLX
Vanguard Real Estate Index Fund
-$219.1K
0
-100%
建仓
VMFXX
Vanguard Federal Money Market Inv
+$218.6K
218,613
增持
VIGAX
Vanguard Growth Index Fund
+$216.7K
10,676
+2%
增持
MUB
iShares National Muni Bond ETF
+$214.5K
19,855
+12%
增持
VFIFX
Vanguard Target Retirement 2050 Inv Fund
+$205.3K
45,113
+3%
减持
SCHV
Schwab US Large Cap Value ETF
+$203.5K
40,314
-1%
清仓
VSGAX
Vanguard Small-Cap Growth Index Fund
-$201.6K
0
-100%
建仓
DFUV
Dimensional US Marketwide Value ETF
+$200.2K
4,894
建仓
—
Nationwide Inv Dest Cnsrv Instl Svc
+$177.8K
18,036
增持
DFAC
Dimensional U S Core Equity 2 ETF
+$162.3K
59,111
+0%
减持
VSIAX
Vanguard Small Cap Value Index Fund - Admiral Class
-$153.7K
5,877
-29%
减持
VTHRX
Vanguard Target Retirement 2030 Inv Fund
-$129.1K
27,812
-15%
增持
MSFT
Microsoft Corp
+$125.8K
1,514
+11%
减持
VIMAX
Vanguard Mid-Cap Index Fund - Admiral Class
-$123.6K
1,584
-26%
减持
VVIAX
Vanguard Value Index Fund
-$114.8K
16,938
-17%
建仓
—
TIAA-CREF Core Bond Instl
+$108.5K
11,939
减持
EFA
iShares MSCI EAFE ETF
+$102.2K
33,059
-2%
减持
VBTLX
Vanguard Total Bond Market Index Fund - Admiral Class
-$99.1K
94,552
-8%
减持
VONG
Vanguard Russell 1000 Growth ETF
+$98.5K
11,398
-0%
减持
VTMGX
Vanguard Developed Markets Index Fund - Admiral Class
-$95.4K
57,453
-13%
减持
IUSG
iShares Core S&P US Growth ETF
+$94.7K
8,906
-2%
减持
GOOGL
Alphabet Inc. Class A
+$93.3K
11,084
-2%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$90.1K
56,076
+2%
增持
NFLX
Netflix Inc
+$85.5K
702
+0%
增持
META
Facebook Inc Class A
+$85.4K
634
+1%
减持
JPM
JPMorgan Chase & Co
+$83.9K
3,579
-4%
减持
SYK
Stryker Corp
+$81.4K
1,686
-3%
减持
TIP
iShares TIPS Bond ETF
-$80.6K
13,029
-5%
减持
VFFVX
Vanguard Target Retirement 2055 Inv Fund
-$80.1K
21,952
-12%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$79.1K
66,413
-1%
建仓
PHYQX
PGIM High Yield R6
+$79.0K
16,693
增持
BND
Vanguard Total Bond Market ETF
+$72.3K
19,885
+7%
清仓
JOBYX
JPMorgan SmartRetirement Blend 2040 Fund;R7
-$70.1K
0
-100%
增持
ABBV
Abbvie Inc
+$69.1K
2,510
+0%
减持
MRK
Merck & Co. Inc.
+$68.0K
3,802
-4%
减持
SWPPX
Schwab S&P 500 Index Fund
+$62.6K
8,340
-0%
增持
VFIAX
Vanguard 500 Index Fund - Admiral Class
+$56.5K
1,181
+1%
增持
VTWG
Vanguard Russell 2000 Growth ETF
+$52.6K
3,840
+0%
清仓
VEMAX
Vanguard Emerging Markets Stock Index Fund
-$48.9K
0
-100%
减持
—
Accenture PLC F Class A
-$47.7K
1,289
-9%
增持
VTTSX
Vanguard Target Retirement 2060 Inv Fund
+$45.1K
11,913
+1%
减持
VTEB
Vanguard Muni BND Tax Exempt ETF
-$41.5K
20,574
-3%
增持
VTTVX
Vanguard Target Retirement 2025 Inv Fund
+$39.2K
27,344
+4%
减持
AMZN
Amazon.Com Inc
+$37.6K
5,934
-13%
增持
ET
Energy Transfer LP
+$36.5K
17,928
+1%
减持
HD
Home Depot Inc
+$36.2K
1,235
-2%
减持
GILD
Gilead Sciences Inc
-$36.1K
3,006
-5%
增持
SCHP
Schwab US TIPS ETF
+$34.2K
50,576
+1%
减持
VTI
Vanguard Total Stock Market ETF
+$33.3K
1,687
-1%
增持
VOX
Vanguard Communication Services ETF
+$31.7K
2,298
+0%
减持
BSV
Vanguard Short-Term Bond ETF IV
-$30.4K
28,810
-1%
减持
SPLV
Invesco S&P 500 Low Volatility ETF
-$29.4K
13,079
-8%
减持
TSCO
Tractor Supply Co Com
+$28.9K
1,314
-10%
减持
VEU
Vanguard FTSE All World Ex US ETF
+$28.6K
16,449
-1%
减持
SCHH
Charles Schwab US REIT ETF
-$28.2K
27,399
-3%
增持
VGT
Vanguard Information Technology ETF
+$26.7K
645
+0%
增持
IYJ
iShares US Industrials ETF
+$26.1K
2,256
+0%
增持
XLK
Technology Select Sector SPDR ETF
+$25.6K
1,589
+0%
减持
IYR
iShares US Real Estate ETF
-$25.5K
5,759
-3%
增持
RSPN
Invsc SP 500 Equal WGHT Indstrl ETF
+$25.0K
5,312
+0%
增持
IWN
iShares Russell 2000 Value ETF
+$24.9K
6,584
+0%
减持
ONEV
SPDR Rusel 1000 LW VLTLTY FCS ETF
+$24.8K
3,365
-2%
增持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
+$24.7K
5,263
+0%
减持
IVW
iShares S&P 500 Growth ETF
+$22.1K
3,100
-3%
减持
DHR
Danaher Corp
+$18.9K
1,970
-4%
减持
JNJ
Johnson & Johnson
-$17.9K
11,005
-2%
减持
SCHG
Schwab US Large Cap Growth ETF
-$16.4K
3,206
-15%
增持
—
Invesco Stable Asset Fund - ADPZ Class
+$15.6K
829,871
+2%
减持
SHM
SPDR Nuveen Bloomberg Barclays Short Term
-$12.2K
33,190
-0%
减持
GOOG
Alphabet Inc. Class C
+$11.8K
3,480
-5%
减持
IVV
iShares Core S&P 500 ETF
+$11.8K
976
-7%
减持
VEXRX
Vanguard Explorer Fund - Admiral Class
-$10.0K
3,346
-9%
减持
CVX
Chevron Corp
-$6.7K
2,232
-7%
减持
EFAV
Ishare Edge MSCI Min Vol EAFE ETF
+$5.7K
4,523
-0%
减持
VTTHX
Vanguard Target Retirement 2035 Inv Fund
-$4.8K
40,519
-5%
减持
—
Check Point Sftwre Com
+$4.4K
1,726
-5%
减持
IUSV
iShares Core S&P US Value ETF
-$4.4K
2,642
-8%
减持
IGSB
iShares TR Is 1-5 YR In GR CR BD ETF
-$4.0K
15,824
-1%
增持
SMLV
SPDR Ssga US SL CP LW VLT Inx ETF
+$3.2K
1,825
+2%
减持
WLK
Westlake Chemical Co
-$2.9K
1,419
-10%
减持
PEP
Pepsico Inc
+$1.9K
1,865
-2%
减持
VXUS
Vanguard Total Interntl Stock ETF IV
+$511
4,801
-4%
