小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 133 项
建仓 14
增持 62
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
JMYAX
JPMORGAN SMARTRETIREMENT BLEND 2045 R6
+$4.5M
140,833
建仓
JOBYX
JPMORGAN SMARTRETIREMENT BLEND 2040 R6
+$4.2M
136,148
增持
VUG
Vanguard Growth Index ETF
+$4.1M
94,090
+8%
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。
清仓
VTIVX
Vanguard Target Retirement 2045 Inv Fund
-$3.8M
0
-100%
清仓
VFORX
Vanguard Target Retirement 2040 Inv Fund
-$3.2M
0
-100%
增持
VTTVX
Vanguard Target Retirement 2025 Fund
+$3.0M
177,259
+548%
建仓
JNYAX
JPMORGAN SMARTRETIREMENT BLEND 2050 R6
+$1.7M
53,575
增持
VCSH
Vanguard Short Term Cor BD ETF IV
+$1.6M
200,223
+12%
减持
VFIFX
Vanguard Target Retirement 2050 Fund
-$1.5M
13,854
-69%
增持
VTV
Vanguard Value ETF
+$1.3M
235,791
+4%
建仓
JRBYX
JPMORGAN SMARTRETIREMENT BLEND 2030 R6
+$1.2M
48,557
建仓
JTYBX
JPMORGAN SMARTRETIREMENT BLEND 2055 R6
+$1.2M
36,442
清仓
VFFVX
Vanguard Target Retirement 2055 Inv Fund
-$1.2M
0
-100%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$1.1M
421,822
+7%
清仓
VTHRX
Vanguard Target Retirement 2030 Inv Fund
-$1.0M
0
-100%
减持
AAPL
Apple Inc
+$1.0M
26,445
-0%
建仓
LLY
Lilly Eli & Co
+$862.1K
952
减持
VTTHX
Vanguard Target Retirement 2035 Fund
-$725.2K
9,046
-78%
清仓
SWPPX
Schwab S&P 500 Index Fund
-$674.0K
0
-100%
建仓
JBYSX
JPMORGAN SMARTRETIREMENT BLEND 2025 R6
+$651.8K
28,463
建仓
JPYRX
JPMORGAN SMARTRETIREMENT BLEND 2035 R6
+$650.5K
22,762
清仓
VTTSX
Vanguard Target Retirement 2060 Inv Fund
-$581.7K
0
-100%
增持
AGG
iShares Core US Aggregate Bond ETF
+$579.9K
166,505
+5%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$566.3K
102,586
+9%
增持
SPEM
SPDR Index Shares Emerg Markt ETF IV
+$463.9K
123,223
+7%
建仓
JAAYX
JPMORGAN SMARTRETIREMENT BLEND 2060 R6
+$428.7K
17,162
增持
VO
Vanguard Mid Cap ETF IV
+$366.9K
50,285
+6%
减持
GOOGL
Alphabet Inc. Class A
+$324.4K
10,965
-1%
建仓
VOO
Vanguard S&P 500 ETF
+$291.8K
581
清仓
VXUS
Vanguard Total Interntl Stock ETF IV
-$289.5K
0
-100%
增持
VNQ
Vanguard Real Estate ETF
+$287.7K
57,244
+8%
增持
USHY
iShares Broad Usd HG YLD CRP BND ETF
+$279.0K
110,311
+8%
增持
SCHP
Schwab US TIPS ETF
+$265.7K
55,829
+10%
增持
VFIAX
Vanguard 500 Index Fund - Admiral Class
+$255.1K
1,643
+39%
建仓
—
Vanguard S&P 500 ETF SHS
+$240.9K
480
增持
SHM
SPDR Nuveen Bloomberg Barclays Short Term
+$232.6K
38,296
+15%
减持
VVIAX
Vanguard Value Index Admiral Fund
-$220.2K
13,688
-19%
清仓
GILD
Gilead Sciences Inc
-$220.2K
0
-100%
清仓
WLK
Westlake Chemical Co
-$216.9K
0
-100%
建仓
REGN
Regeneron Pharms Inc
+$205.0K
195
清仓
SMLV
SPDR Ssga US SL CP LW VLT Inx ETF
-$204.5K
0
-100%
清仓
DFUV
Dimensional US Marketwide Value ETF
-$200.2K
0
-100%
增持
NVDA
Nvidia Corp
+$194.5K
6,132
+884%
增持
VBR
Vanguard Small Cap Value ETF
+$193.2K
83,830
+6%
增持
BND
Vanguard Total Bond Market ETF
+$174.1K
22,462
+13%
减持
BSV
Vanguard Short-Term Bond ETF IV
-$161.3K
26,695
-7%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$159.6K
57,173
+2%
增持
BNDX
Vanguard Total International Bond Et
+$139.4K
55,280
+7%
减持
TIP
iShares TIPS Bond ETF
-$139.2K
11,803
-9%
增持
VIGAX
Vanguard Growth Index Fund
+$133.4K
22,187
+108%
减持
SCHV
Schwab US Large Cap Value ETF
-$121.0K
39,481
-2%
减持
VTEB
Vanguard Muni BND Tax Exempt ETF
-$111.8K
18,544
-10%
增持
MSFT
Microsoft Corp
+$111.0K
1,673
+11%
减持
SLYV
SPDR S&P 600 Small Cap Value ETF
-$108.7K
11,357
-6%
清仓
—
TIAA-CREF Core Bond Instl
-$108.5K
0
-100%
增持
IJH
iShares Core S&P Mid Cap ETF
-$108.0K
50,097
+0%
建仓
—
Nuveen Core Bond R6
+$105.8K
10,565
增持
JNJ
Johnson & Johnson
-$102.8K
11,207
+2%
减持
IWO
iShares Russell 2000 Growth ETF
-$99.4K
11,081
-0%
减持
IUSG
iShares Core S&P US Growth ETF
+$90.8K
8,901
-0%
减持
GOOG
Alphabet Inc. Class C
+$90.4K
3,382
-3%
减持
VBTLX
Vanguard Total Bond Market Index Fund - Admiral Class
-$81.7K
86,630
-8%
减持
AMZN
Amazon.Com Inc
+$75.4K
5,929
-0%
增持
IVV
iShares Core S&P 500 ETF
+$75.4K
1,075
+10%
增持
QQQ
Invesco QQQ Trust
+$73.3K
2,054
+0%
增持
VIG
Vanguard Dividend Appreciation ETF
+$71.2K
2,593
+17%
增持
IYR
iShares US Real Estate ETF
+$60.4K
6,589
+14%
增持
SCHZ
Schwab US Aggregate Bond ETF
+$54.6K
68,223
+3%
减持
HD
Home Depot Inc
-$54.2K
1,218
-1%
减持
IWN
iShares Russell 2000 Value ETF
-$53.4K
6,516
-1%
减持
HYG
iShares iBoxx High Yield Bond ETF
-$51.3K
19,818
-3%
减持
MUB
iShares National Muni Bond ETF
-$50.8K
19,573
-1%
减持
RIVN
Rivian Automotive Inc Class A
+$50.6K
24,264
-3%
减持
—
iShares S&P 500 Index K
+$50.5K
2,137
-0%
减持
NFLX
Netflix Inc
+$46.1K
700
-0%
减持
SPY
SPDR S&P 500 ETF IV
-$42.8K
1,988
-8%
减持
MRK
Merck & Co. Inc.
-$40.6K
3,725
-2%
增持
EFA
iShares MSCI EAFE ETF
-$38.9K
33,208
+0%
减持
SYK
Stryker Corp
-$36.5K
1,666
-1%
减持
IVW
iShares S&P 500 Growth ETF
-$35.0K
2,450
-21%
增持
—
Accenture PLC F Class A
-$34.1K
1,360
+6%
增持
XLK
Technology Select Sector SPDR ETF
+$29.2K
1,592
+0%
增持
BRK/B
Berkshire Hathaway Class B
+$28.9K
3,778
+5%
增持
VTI
Vanguard Total Stock Market ETF
+$28.4K
1,739
+3%
减持
VGT
Vanguard Information Technology ETF
+$27.8K
634
-2%
减持
VTWG
Vanguard Russell 2000 Growth ETF
-$25.8K
3,821
-0%
减持
—
Virtus NFJ Mid-Cap Value I
-$25.8K
18,982
-0%
减持
—
American Funds Growth Fund of Amer R6
+$25.0K
12,301
-1%
增持
ABBV
Abbvie Inc
+$24.9K
2,810
+12%
减持
PEP
Pepsico Inc
-$24.6K
1,844
-1%
增持
DFAC
Dimensional U S Core Equity 2 ETF
+$22.9K
59,288
+0%
减持
ONEV
SPDR Rusel 1000 LW VLTLTY FCS ETF
-$20.4K
3,363
-0%
减持
JPM
JPMorgan Chase & Co
-$19.3K
3,448
-4%
减持
VEU
Vanguard FTSE All World Ex US ETF
-$17.5K
16,153
-2%
增持
—
American Funds Trgt Date Ret 2045 R6
+$17.5K
25,497
+2%
减持
—
AB Discovery Growth Z
-$16.9K
18,351
-2%
减持
DHR
Danaher Corp
-$16.0K
1,905
-3%
减持
SCHH
Charles Schwab US REIT ETF
-$15.7K
26,809
-2%
增持
—
American Funds Trgt Date Ret 2030 R6
+$15.1K
22,313
+3%
增持
TSCO
Tractor Supply Co Com
+$14.4K
1,327
+1%
增持
—
American Funds Trgt Date Ret 2035 R6
+$14.0K
13,688
+4%
增持
—
AB Discovery Value Z
-$13.9K
19,047
+1%
增持
XSD
SPDR S&P Semiconductor ETF
+$13.9K
894
+0%
增持
IYJ
iShares US Industrials ETF
-$13.5K
2,261
+0%
减持
EFAV
Ishare Edge MSCI Min Vol EAFE ETF
-$13.0K
4,435
-2%
增持
—
Columbia Mid Cap Index I3
-$12.4K
19,677
+3%
减持
SPLV
Invesco S&P 500 Low Volatility ETF
-$12.3K
13,074
-0%
建仓
HOUR
Hour Loop Inc Com
+$12.1K
13,000
增持
RSPN
Invsc SP 500 Equal WGHT Indstrl ETF
-$11.6K
5,325
+0%
增持
ET
Energy Transfer LP
+$10.9K
18,056
+1%
增持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
-$10.2K
5,273
+0%
减持
META
Facebook Inc Class A
+$10.1K
630
-1%
增持
VTMGX
Vanguard Developed Markets Index Fund - Admiral Class
+$9.9K
59,020
+3%
增持
VSIAX
Vanguard Small Cap Value Index Fund - Admiral Class
-$9.7K
6,054
+3%
增持
CVX
Chevron Corp
+$8.6K
2,306
+3%
增持
VMFXX
Vanguard Federal Money Market Inv
+$8.0K
226,637
+4%
增持
—
iShares Russell 2000 SmCap Ind K
-$7.0K
9,600
+0%
增持
—
American Funds Trgt Date Ret 2040 R6
+$6.3K
16,840
+0%
减持
FDTRX
Franklin Dynatech R6
-$5.8K
1,493
-9%
增持
—
Nationwide Inv Dest Agrsv Instl Svc
+$5.3K
48,785
+1%
增持
IUSV
iShares Core S&P US Value ETF
-$5.0K
2,654
+0%
减持
—
American Funds Fundamental Inv R5
-$4.8K
3,471
-4%
减持
—
American Funds Trgt Date Ret 2055 R6
+$4.6K
11,084
-0%
增持
—
American Funds Washington Mutual R6
+$4.4K
5,669
+4%
增持
VEXRX
Vanguard Explorer Fund - Admiral Class
-$4.2K
3,431
+3%
增持
—
American Funds Trgt Date Ret 2025 R6
+$3.9K
18,850
+0%
增持
VOE
Vanguard Mid Cap Value ETF
-$3.9K
2,365
+2%
增持
VIMAX
Vanguard Mid-Cap Index Fund - Admiral Class
-$3.7K
1,623
+2%
增持
DIA
SPDR Dow Jones Industrial Avrg ETF
-$2.9K
600
+1%
减持
—
Invesco Stable Asset Fund - ADPZ Class
-$2.0K
827,874
-0%
减持
IGSB
iShares TR Is 1-5 YR In GR CR BD ETF
-$1.8K
15,802
-0%
增持
PHYQX
PGIM High Yield R6
+$1.5K
17,119
+3%
增持
—
Nationwide Inv Dest Cnsrv Instl Svc
+$330
18,070
+0%
