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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 135 项
建仓 7
增持 73
减持 38
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VUG
Vanguard Growth Index ETF
+$3.6M
111,813
+2%
增持
VEA
Vanguard FTSE Developed Markets ETF
-$1.8M
540,906
+3%
增持
AGG
iShares Core US Aggregate Bond ETF
+$1.4M
304,648
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。
+10%
建仓
BIV
Vanguard Intermediate Term Bond ETF
+$1.1M
15,176
建仓
TRRCX
T. Rowe Price Ret 2030 Inv
+$799.7K
31,190
建仓
—
American Century U.S. Govt MM Inv
+$784.7K
784,705
增持
VTTHX
Vanguard Target Retirement 2035 Fund
+$675.8K
283,151
+470%
减持
JOBYX
JPMorgan SmartRetirement Blend 2040 R6
-$589.0K
109,457
-11%
增持
VTV
Vanguard Value ETF
-$549.2K
287,787
+2%
清仓
—
Nuveen Lifecycle Index 2035 Fund - Cl R6
-$483.0K
0
-100%
增持
VNQ
Vanguard Real Estate ETF
-$481.2K
76,314
+3%
减持
VCSH
Vanguard Short Term Cor BD ETF IV
-$474.1K
178,936
-2%
减持
AAPL
Apple Inc
+$447.7K
27,916
-1%
增持
BLV
Vanguard Long Term Bond ETF
+$395.2K
46,418
+25%
增持
VO
Vanguard Mid Cap ETF IV
+$392.1K
63,454
+2%
减持
VTINX
Vanguard Target Retirement Income Fund
-$369.7K
104,036
-17%
增持
VOO
Vanguard S&P 500 ETF
+$365.5K
1,749
+60%
建仓
—
Hamilton Lane Inc Com CL A
+$326.8K
2,200
增持
VIGAX
Vanguard Treasury Money Market Inv
+$323.6K
71,071
+15%
减持
JMYAX
JPMorgan SmartRetirement Blend 2045 R6
-$322.1K
140,415
-3%
增持
VVIAX
Vanguard Value Index Fund Admiral Class
+$309.3K
31,611
+21%
增持
SCHZ
Schwab US Aggregate Bond ETF
+$308.4K
153,925
+130%
增持
SPEM
SPDR Index Shares Emerg Markt ETF IV
-$245.6K
168,865
+4%
清仓
VOX
Vanguard Communication Services ETF
-$231.8K
0
-100%
建仓
AVGO
Broadcom Inc
+$223.5K
964
增持
AMZN
Amazon.Com Inc
+$221.8K
6,117
+2%
建仓
DECK
Deckers Outdoor Corp
+$216.9K
1,068
减持
GOOGL
Alphabet Inc. Class A
+$216.5K
10,938
-2%
建仓
GILD
Gilead Sciences Inc
+$211.0K
2,285
减持
JNJ
Johnson & Johnson
-$210.9K
10,563
-2%
清仓
NVS
Novartis AG F Sponsored ADR
-$209.1K
0
-100%
清仓
GRBK
Green Brick Partners
-$208.8K
0
-100%
清仓
XLK
Technology Select Sector SPDR ETF
-$208.8K
0
-100%
清仓
VSCSX
Vanguard Short-Term Corp Bd Idx Admiral
-$204.4K
0
-100%
清仓
SMLV
SPDR Ssga US SL CP LW VLT Inx ETF
-$201.1K
0
-100%
增持
MUB
iShares National Muni Bond ETF
+$197.5K
26,196
+10%
增持
VTIVX
Vanguard Target Retirement 2045 Fund
+$195.3K
78,656
+147%
增持
USHY
iShares Broad Usd HG YLD CRP BND ETF
+$190.1K
152,350
+6%
增持
VBR
Vanguard Small Cap Value ETF
+$176.1K
104,799
+2%
增持
VWO
Vanguard FTSE Emerging Markets ETF
-$172.7K
60,155
+2%
增持
VTWNX
Vanguard Target Retirement 2020 Fund
+$172.3K
102,155
+285%
增持
VTMGX
Vanguard Developed Markets Index Fund - Admiral Class
+$132.8K
98,696
+21%
清仓
—
American Funds 2035 Target Date Retirement Fund
-$112.5K
0
-100%
增持
BSV
Vanguard Short-Term Bond ETF IV
+$109.8K
26,683
+8%
增持
—
LVIP American Century Capital Appreciation Fund
+$109.2K
19,911
+51%
增持
LLY
Lilly Eli & Co
-$108.4K
953
+0%
增持
—
MoA Equity Index Fund
+$108.2K
7,062
+36%
增持
BNDX
Vanguard Total International Bond Et
+$104.4K
77,750
+5%
增持
JPM
JPMorgan Chase & Co
+$101.9K
3,520
+0%
清仓
—
Nuveen Lifecycle Index 2045 Fund - Class
-$96.3K
0
-100%
清仓
—
Nuveen Lifecycle Index 2020 Fund - Class
-$95.9K
0
-100%
减持
VEU
Vanguard FTSE All World Ex US ETF
-$94.2K
16,106
-0%
减持
IUSV
iShares Core S&P US Value ETF
-$91.1K
9,518
-7%
增持
SCHV
Schwab US Large Cap Value ETF
-$89.6K
120,483
+200%
增持
VGT
Vanguard Information Technology ETF
+$86.6K
783
+15%
增持
VFORX
Vanguard Target Retirement 2040 Fund
-$83.9K
63,692
+1%
减持
BND
Vanguard Total Bond Market ETF
-$80.3K
24,982
-0%
清仓
—
Nuveen Lifecycle Index Retirement Income Fund
-$78.1K
0
-100%
增持
VFFVX
Vanguard Target Retirement 2055 Fund
+$78.1K
30,499
+708%
减持
GOOG
Alphabet Inc. Class C
+$78.0K
3,380
-0%
减持
IYR
iShares US Real Estate ETF
-$76.9K
6,355
-3%
减持
JAAYX
JPMorgan SmartRetirement Blend 2060 R6
-$72.9K
14,249
-13%
增持
VFIFX
Vanguard Target Retirement 2050 Fund
-$70.5K
36,469
+52%
增持
SCHP
Schwab US TIPS ETF
+$70.2K
156,921
+111%
增持
ET
Energy Transfer LP
+$66.8K
18,307
+1%
清仓
—
Nuveen Lifecycle Index 2055 Fund - Class
-$59.7K
0
-100%
减持
MRK
Merck & Co. Inc.
-$56.7K
3,482
-2%
减持
SHM
SPDR Nuveen Bloomberg Barclays Short Term
-$56.1K
35,988
-2%
减持
SPLV
Invesco S&P 500 Low Volatility ETF
-$55.6K
10,902
-4%
增持
SCHH
Charles Schwab US REIT ETF
-$54.3K
26,552
+0%
增持
ABBV
Abbvie Inc
-$52.2K
2,707
+0%
减持
VTHRX
Vanguard Target Retirement 2030 Fund
-$52.2K
17,475
-2%
减持
IUSG
iShares Core S&P US Growth ETF
+$50.0K
7,573
-1%
清仓
—
Nuveen Lifecycle Index 2050 Fund - Class
-$50.0K
0
-100%
减持
TIP
iShares TIPS Bond ETF
-$46.5K
11,458
-0%
减持
QQQ
Invesco QQQ Trust
-$44.3K
1,874
-9%
增持
EFA
iShares MSCI EAFE ETF
-$42.6K
50,741
+9%
增持
VBTLX
Vanguard Total Bond Market Index Fund - Admiral Class
+$42.5K
156,658
+19%
增持
VIMAX
Vanguard Mid-Cap Index Fund - Admiral Class
+$42.2K
3,108
+4%
增持
JNYAX
JPMorgan SmartRetirement Blend 2050 R6
+$40.7K
59,251
+6%
减持
JBYSX
JPMorgan SmartRetirement Blend 2025 R6
-$40.3K
29,552
-0%
增持
ESGU
iShares Esg Aware MSCI USA ETF
+$40.2K
2,797
+10%
增持
VFIAX
Vanguard 500 Index Fund - Admiral Class
+$36.5K
1,657
+2%
增持
VIG
Vanguard Dividend Appreciation ETF
+$36.0K
2,792
+9%
减持
HYG
iShares iBoxx High Yield Bond ETF
-$35.5K
19,093
-0%
减持
PEP
Pepsico Inc
-$34.0K
1,666
-2%
增持
TSCO
Tractor Supply Co Com
-$33.1K
6,460
+400%
增持
JTYBX
JPMorgan SmartRetirement Blend 2055 R6
+$32.7K
41,102
+6%
增持
QUAIX
AB Small Cap Growth Portfolio
+$32.4K
5,455
+9%
清仓
—
Nuveen Lifecycle Index 2040 Fund - Class
-$32.0K
0
-100%
增持
JRBYX
JPMorgan SmartRetirement Blend 2030 R6
-$31.8K
50,861
+3%
减持
VXUS
Vanguard Total Interntl Stock ETF IV
-$30.8K
3,874
-3%
增持
—
Invesco Stable Asset Fund - ADPZ Class
+$30.3K
853,770
+4%
增持
MSFT
Microsoft Corp
+$27.7K
1,809
+6%
清仓
VBIAX
Vngrd Bal Indx Adml
-$26.2K
0
-100%
减持
—
MoA Clear Passage 2050 Fund
-$25.4K
12,281
-5%
增持
VSIAX
Vanguard Small Cap Value Index Fund - Admiral Class
+$23.6K
11,981
+4%
增持
SCHG
Schwab US Large Cap Growth ETF
+$23.5K
12,743
+300%
增持
EFAV
Ishare Edge MSCI Min Vol EAFE ETF
-$23.0K
4,485
+1%
减持
—
Check Point Sftwre Com
-$22.5K
1,513
-4%
减持
IGSB
iShares TR Is 1-5 YR In GR CR BD ETF
-$22.2K
15,101
-1%
减持
VONG
Vanguard Russell 1000 Growth ETF
+$21.9K
15,326
-5%
清仓
—
Nuveen Lifecycle Index 2030 Fund - Class
-$21.6K
0
-100%
增持
HD
Home Depot Inc
-$19.6K
1,240
+0%
减持
SLYV
SPDR S&P 600 Small Cap Value ETF
-$19.4K
14,766
-2%
增持
DFAC
Dimensional U S Core Equity 2 ETF
+$18.7K
59,477
+0%
清仓
—
Leggm Wstras Cor Bd I
-$17.9K
0
-100%
增持
VTWG
Vanguard Russell 2000 Growth ETF
+$17.4K
5,708
+0%
增持
JPYRX
JPMorgan SmartRetirement Blend 2035 R6
-$17.4K
24,004
+2%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$14.8K
141,781
+3%
增持
IWN
iShares Russell 2000 Value ETF
-$14.1K
6,517
+0%
减持
IVV
iShares Core S&P 500 ETF
-$14.0K
982
-4%
减持
IVW
iShares S&P 500 Growth ETF
+$13.4K
2,383
-0%
增持
ONEV
SPDR Rusel 1000 LW VLTLTY FCS ETF
-$13.4K
3,824
+1%
增持
VWEAX
Vanguard High-Yield Corporate Adm
+$11.1K
28,176
+10%
增持
VTTVX
Vanguard Target Retirement 2025 Fund
+$11.0K
54,859
+11%
减持
SPY
SPDR S&P 500 ETF IV
-$9.9K
1,886
-3%
减持
CVX
Chevron Corp
-$8.9K
2,267
-1%
增持
IJH
iShares Core S&P Mid Cap ETF
+$8.7K
53,042
+0%
减持
—
Vanguard S&P 500 ETF SHS
-$8.2K
414
-5%
增持
VTEB
Vanguard Muni BND Tax Exempt ETF
-$8.1K
13,594
+1%
增持
XSD
SPDR S&P Semiconductor ETF
+$7.4K
895
+0%
减持
VTI
Vanguard Total Stock Market ETF
-$6.8K
1,732
-3%
增持
VEXRX
Vanguard Explorer Fund - Admiral Class
-$6.7K
3,664
+5%
减持
DFUV
Dimensional US Marketwide Value ETF
-$5.4K
4,897
-1%
增持
RSPN
Invsc SP 500 Equal WGHT Indstrl ETF
-$4.6K
5,354
+0%
增持
FXAIX
FID 500 INDX
+$4.4K
18,366
+7%
增持
—
DBLINE COR FXD INC I
+$3.6K
26,459
+23%
增持
VTIAX
VNGRD TTL INTLSTKINDX ADM
+$3.3K
18,397
+22%
减持
TSM
Taiwan Semiconductr F Sponsored ADR
+$2.5K
3,933
-12%
增持
BRK/B
Berkshire Hathaway Class B
-$2.4K
4,502
+1%
增持
DIA
SPDR Dow Jones Industrial Avrg ETF
+$2.4K
604
+0%
减持
IWO
iShares Russell 2000 Growth ETF
-$2.1K
10,592
-1%
增持
IYJ
iShares US Industrials ETF
+$496
2,272
+0%
增持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
+$302
4,138
+0%
