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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 135 项
建仓 15
增持 63
减持 50
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VUG
Vanguard Growth Index ETF
+$9.6M
116,307
+4%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$5.6M
607,866
+6%
减持
JAAYX
JPMORGAN SMARTRETIREMENT BLEND 2060 R6
-$5.5M
17,321
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。
-91%
建仓
JMYAX
JPMORGAN SMARTRETIREMENT BLEND 2045 R6
+$5.4M
149,714
减持
JBYSX
JPMORGAN SMARTRETIREMENT BLEND 2025 R6
-$4.7M
20,869
-87%
增持
NVDA
Nvidia Corp
+$4.2M
32,369
+303%
增持
BIV
Vanguard Intermediate Term Bond ETF
+$4.2M
139,009
+63%
增持
VTV
Vanguard Value ETF
+$3.5M
307,431
+4%
增持
JOBYX
JPMORGAN SMARTRETIREMENT BLEND 2040 R6
+$2.4M
101,452
+199%
增持
VBR
Vanguard Small Cap Value ETF
+$2.1M
114,766
+5%
增持
VO
Vanguard Mid Cap ETF IV
+$1.8M
67,797
+2%
增持
JNYAX
JPMORGAN SMARTRETIREMENT BLEND 2050 R6
+$1.8M
58,636
+501%
增持
VIGAX
Vngrd Gr Indx Adml
+$1.7M
50,954
+13%
建仓
JTYBX
JPMORGAN SMARTRETIREMENT BLEND 2055 R6
+$1.7M
47,120
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$1.6M
153,932
+6%
清仓
JSBYX
JPMORGAN SMARTRETIREMENT BLEND 2055 R6
-$1.5M
0
-100%
增持
SCHV
Schwab US Large Cap Value ETF
+$1.3M
182,830
+29%
增持
VTEB
Vanguard Muni BND Tax Exempt ETF
+$1.2M
42,457
+126%
增持
JRBYX
JPMORGAN SMARTRETIREMENT BLEND 2030 R6
+$1.1M
54,920
+205%
清仓
VOO
Vanguard S&P 500 ETF
-$912.9K
0
-100%
增持
VTTHX
Vanguard Target Retirement 2035 Fund
+$860.5K
283,364
+444%
增持
SPEM
SPDR Index Shares Emerg Markt ETF IV
+$857.8K
186,248
+3%
减持
VFIAX
Vanguard 500 Index Fund - Admiral Class
-$803.1K
2,033
-68%
增持
EFA
iShares MSCI EAFE ETF
+$708.5K
54,504
+7%
清仓
—
Vanguard Target Retirement 2035 Fund
-$697.9K
0
-100%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$643.5K
22,595
+15%
增持
IJH
iShares Core S&P Mid Cap ETF
+$641.3K
63,927
+12%
减持
MUB
iShares National Muni Bond ETF
-$637.0K
17,556
-25%
建仓
JPYRX
JPMORGAN SMARTRETIREMENT BLEND 2035 R6
+$623.4K
19,865
减持
BRK/B
Berkshire Hathaway Class B
-$554.6K
3,451
-18%
建仓
ILTB
iShares Core 10 Year Usd Bond ETF
+$549.3K
11,114
减持
AGG
iShares Core US Aggregate Bond ETF
-$534.2K
282,786
-2%
增持
VTMGX
Vanguard Developed Markets Index Fund - Admiral Class
+$528.1K
115,139
+34%
增持
VTWG
Vanguard Russell 2000 Growth ETF
+$492.2K
10,765
+14%
减持
VSIAX
Vanguard Small Cap Value Index Admiral
-$473.9K
5,998
-51%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$422.0K
64,646
+5%
增持
VIMAX
Vanguard Mid-Cap Index Fund - Admiral Class
+$410.0K
4,071
+30%
清仓
—
MoA Equity Index Fund
-$360.0K
0
-100%
增持
HYG
iShares iBoxx High Yield Bond ETF
+$341.5K
21,518
+22%
建仓
—
500 Index Fund
+$339.4K
5,235
增持
USHY
iShares Broad Usd HG YLD CRP BND ETF
+$315.6K
167,793
+3%
增持
BNDX
Vanguard Total International Bond Et
+$314.9K
86,989
+6%
减持
SHM
SPDR Nuveen Bloomberg Barclays Short Term
-$314.3K
32,797
-17%
增持
GOOG
Alphabet Inc. Class C
+$309.7K
4,548
+43%
增持
SCHP
Schwab US TIPS ETF
+$306.7K
179,195
+8%
增持
VFORX
Vanguard Target Retirement 2040 Fund
+$290.3K
75,570
+1%
建仓
ORCL
Oracle Corp
+$278.8K
1,275
清仓
—
LVIP American Century Capital Appreciation Fund
-$274.5K
0
-100%
减持
VEU
Vanguard FTSE All World Ex US ETF
-$271.2K
10,245
-35%
建仓
—
JH Multimanager Balanced LS
+$267.7K
19,122
增持
IUSG
iShares Core S&P US Growth ETF
+$262.6K
8,136
+8%
清仓
DIA
SPDR Dow Jones Industrial Avrg ETF
-$255.5K
0
-100%
增持
IYR
iShares US Real Estate ETF
+$255.0K
9,918
+39%
减持
MSFT
Microsoft Corp
+$244.2K
2,018
-0%
减持
GOOGL
Alphabet Inc. Class A
+$242.3K
11,247
-0%
增持
VTHRX
Vanguard Target Retirement 2030 Fund
+$241.3K
60,585
+3%
建仓
FIVE
Five Below
+$240.7K
1,835
建仓
—
Money Market Fund
+$239.3K
239,272
增持
BLV
Vanguard Long Term Bond ETF
+$237.9K
64,155
+7%
减持
VIG
Vanguard Dividend Appreciation ETF
-$230.5K
1,840
-41%
建仓
XSD
SPDR S&P Semiconductor ETF
+$230.0K
897
增持
IUSV
iShares Core S&P US Value ETF
+$224.2K
11,040
+24%
增持
AMZN
Amazon.Com Inc
+$216.0K
6,631
+2%
清仓
—
MoA Clear Passage 2050 Fund
-$209.4K
0
-100%
增持
VNQ
Vanguard Real Estate ETF
+$202.7K
84,860
+4%
增持
AAPL
Apple Inc
-$186.5K
29,840
+5%
增持
VTIVX
Vanguard Target Retirement 2045 Fund
+$177.5K
90,932
+31%
建仓
—
Fidelity Advisor Total Bond
+$177.5K
18,492
减持
QQQ
Invesco QQQ Trust
-$162.2K
1,165
-32%
增持
AVGO
Broadcom Inc
+$161.4K
1,489
+0%
减持
JPM
JPMorgan Chase & Co
+$157.9K
3,607
-0%
减持
DFAC
Dimensional U S Core Equity 2 ETF
+$156.5K
59,249
-1%
减持
JNJ
Johnson & Johnson
-$138.4K
10,453
-0%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$135.2K
140,184
-4%
增持
VVIAX
Vanguard Value Index Fund -Admiral Class
+$134.9K
34,775
+4%
增持
VBTLX
Vanguard Total bond Market Index Admiral
-$130.6K
187,791
+7%
增持
WMT
WalMart Inc
+$127.7K
3,454
+45%
建仓
—
JH Multimanager 2045 Lifetime
+$113.8K
10,050
增持
VTTVX
Vanguard Target Retirement 2025 Fund
+$104.2K
58,423
+3%
减持
MRK
Merck & Co. Inc.
-$97.3K
2,904
-20%
减持
CVX
Chevron Corp
-$96.0K
2,162
-11%
增持
VGT
Vanguard Information Technology ETF
+$95.3K
785
+0%
减持
BSV
Vanguard Short-Term Bond ETF IV
-$94.0K
23,818
-5%
建仓
—
JH Multimanager 2015 Lifetime
+$93.9K
11,794
减持
VFIFX
Vanguard Target Retirement 2050 Fund
+$92.5K
38,018
-1%
减持
SPY
SPDR S&P 500 ETF IV
-$91.1K
1,445
-18%
减持
IWO
iShares Russell 2000 Growth ETF
+$85.5K
9,702
-8%
建仓
VMFXX
Vanguard Federal Money Market Inv
+$82.6K
82,565
建仓
VTTSX
Vanguard Target Retirement 2060 Fund
+$78.1K
27,636
减持
ABBV
Abbvie Inc
-$73.7K
2,693
-2%
增持
ESGU
iShares Esg Aware MSCI USA ETF
+$67.7K
3,554
+5%
增持
VTINX
Vanguard Target Retirement Income Fund
+$67.4K
106,041
+1%
减持
RIVN
Rivian Automotive Inc Class A
-$60.2K
17,605
-27%
增持
VTI
Vanguard Total Stock Market ETF
+$57.1K
1,572
+2%
减持
IGSB
iShares TR Is 1-5 YR In GR CR BD ETF
-$56.5K
13,924
-8%
增持
QUAIX
AB Small Cap Growth Portfolio
+$56.0K
5,660
+1%
增持
SCHG
Schwab US Large Cap Growth ETF
+$53.4K
12,740
+0%
减持
—
Accenture PLC F Class A
-$51.1K
1,180
-9%
减持
SCHH
Charles Schwab US REIT ETF
-$42.4K
24,465
-6%
减持
IVV
iShares Core S&P 500 ETF
+$42.1K
942
-2%
减持
IWN
iShares Russell 2000 Value ETF
-$41.9K
5,866
-8%
减持
META
Facebook Inc Class A
+$38.4K
333
-7%
减持
IVW
iShares S&P 500 Growth ETF
+$38.0K
2,353
-1%
减持
DHR
Danaher Corp
-$37.8K
1,868
-6%
减持
SYK
Stryker Corp
+$35.6K
1,554
-0%
增持
EFAV
Ishare Edge MSCI Min Vol EAFE ETF
+$34.0K
4,526
+2%
减持
PEP
Pepsico Inc
-$33.1K
1,592
-2%
增持
IYJ
iShares US Industrials ETF
+$28.2K
2,282
+0%
增持
CUBE
Cubesmart REIT
+$27.1K
5,989
+12%
减持
VEXRX
Vanguard Explorer Fund - Admiral Class
+$26.9K
3,727
-1%
增持
SLYV
SPDR S&P 600 Small Cap Value ETF
+$25.4K
17,566
+0%
增持
RSPN
Invsc SP 500 Equal WGHT Indstrl ETF
+$25.3K
5,378
+0%
减持
VXUS
Vanguard Total Interntl Stock ETF IV
-$22.3K
3,089
-19%
减持
GILD
Gilead Sciences Inc
-$20.4K
2,130
-7%
增持
SPLV
Invesco S&P 500 Low Volatility ETF
-$18.2K
10,906
+0%
增持
HD
Home Depot Inc
+$17.7K
1,360
+4%
减持
ET
Energy Transfer LP
-$15.1K
18,050
-2%
减持
TIP
iShares TIPS Bond ETF
-$13.7K
11,541
-0%
减持
BND
Vanguard Total Bond Market ETF
-$13.7K
15,186
-1%
减持
—
Check Point Sftwre Com
-$10.3K
1,379
-0%
增持
ONEV
SPDR Rusel 1000 LW VLTLTY FCS ETF
+$9.4K
3,837
+0%
减持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
-$8.9K
3,735
-10%
减持
VFFVX
Vanguard Target Retirement 2055 Fund
+$8.2K
15,250
-53%
减持
VOE
Vanguard Mid Cap Value ETF
-$7.6K
1,768
-5%
增持
FXAIX
Fid 500 Indx Fund
+$7.1K
20,603
+6%
增持
DFUV
Dimensional US Marketwide Value ETF
+$6.2K
4,940
+0%
增持
VCIT
Vanguard Intermediate Term Co ETF IV
+$5.8K
4,048
+0%
增持
ABT
Abbott Laboratories
+$5.4K
1,544
+0%
增持
VWEAX
Vanguard High-Yield Corporate Adm
+$4.1K
29,736
+1%
减持
VTIAX
Vanguard Total International Stock Index Fund Admiral Shares
+$2.6K
17,648
-2%
减持
VTWNX
Vanguard Target Retirement 2020 Fund
+$2.5K
64,526
-21%
减持
VCSH
Vanguard Short Term Cor BD ETF IV
-$2.5K
173,191
-1%
减持
—
Invesco Stable Asset Fund - ADPZ Class
-$1.8K
890,292
-0%
增持
VUSXX
VANGUARD TREASURY MONEY MARKET INV
+$1.8K
29,016
+7%
减持
—
DoubleLine Core Fixed Income Fund
-$553
24,768
-4%
