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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 81
增持 45
减持 16
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
Vanguard Growth Index ETF
+$7.0M
120,935
+4%
增持
VTV
Vanguard Value Index ETF
+$6.4M
325,567
+6%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$4.7M
656,789
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
BIV
Vanguard Intermediate Term Bond ETF
+$4.2M
191,752
+38%
增持
VBR
Vanguard Small-Cap Value Index ETF
+$2.7M
119,982
+5%
增持
VO
Vanguard Mid Cap ETF IV
+$2.1M
71,571
+6%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$1.8M
164,205
+7%
增持
AAPL
Apple Inc
+$1.6M
30,257
+1%
减持
VIGAX
Vanguard Growth Index Fund-Admiral Class
+$1.3M
27,037
-47%
增持
SPEM
SPDR Index Shares Emerg Markt ETF IV
+$1.3M
196,777
+6%
建仓
VOO
Vanguard S&P 500 ETF
+$1.2M
1,961
增持
VSIAX
Vanguard Small Cap Value Index Fund - Admiral Class
+$1.1M
25,940
+332%
增持
NVDA
Nvidia Corp
+$941.0K
32,452
+0%
增持
VTMGX
Vanguard Developed Markets Index Fund - Admiral Class
+$842.0K
171,750
+49%
增持
VNQ
Vanguard Real Estate ETF
+$827.4K
91,720
+8%
增持
VBTLX
Vanguard Total Bond Market Index Fund - Admiral Class
+$817.7K
278,352
+48%
增持
BLV
Vanguard Long Term Bond ETF
+$788.8K
74,103
+16%
增持
VTHRX
Vanguard Target Retirement 2030 Fund
+$746.3K
75,622
+25%
减持
GOOGL
Alphabet Inc. Class A
+$661.5K
10,874
-3%
增持
VVIAX
Vanguard Value Index Fund -Admiral Class
+$650.3K
74,431
+114%
增持
VCSH
Vanguard Short Term Corp Bd Index ETF
+$628.8K
180,127
+4%
增持
JMYAX
JPMORGAN SMARTRETIREMENT BLEND 2045 R6
+$584.1K
155,562
+4%
建仓
VBIRX
Vanguard Short-Term Bond Index Adm
+$544.7K
61,842
增持
VIMAX
Vanguard Mid-Cap Index Fund - Admiral Class
+$500.2K
8,948
+120%
建仓
VGSLX
Vanguard Real Estate Index Fund -Admiral Class
+$440.2K
4,299
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$416.2K
66,695
+3%
增持
USHY
iShares Broad Usd HG YLD CRP BND ETF
+$406.1K
177,346
+6%
增持
VTIVX
Vanguard Target Retirement 2045 Fund
+$390.7K
109,744
+21%
建仓
VSVNX
Vanguard Target Retirement 2070 Fund
+$376.0K
12,851
增持
VFORX
Vanguard Target Retirement 2040 Fund
+$373.2K
75,826
+0%
增持
SCHP
Schwab US TIPS ETF
+$370.2K
191,140
+7%
建仓
SUSIX
State Street Inst U.S. Equity
+$362.0K
26,101
增持
JOBYX
JPMORGAN SMARTRETIREMENT BLEND 2040 R6
+$355.3K
105,297
+4%
清仓
—
500 Index Fund
-$339.4K
0
-100%
建仓
VEMAX
Vanguard Emerging Markets Stock Index Fund - Admiral Class
+$337.8K
7,530
减持
IWO
iShares Russell 2000 Growth ETF
+$329.0K
9,694
-0%
清仓
ET
Energy Transfer LP
-$327.2K
0
-100%
减持
JNJ
Johnson & Johnson
+$324.9K
10,363
-1%
增持
VTWG
Vanguard Russell 2000 Growth ETF
+$322.9K
10,981
+2%
建仓
VSCSX
Vanguard Short-Term Corp Bd Idx Admiral
+$282.0K
13,005
增持
JNYAX
JPMORGAN SMARTRETIREMENT BLEND 2050 R6
+$278.8K
62,047
+6%
建仓
RSP
Invesco S&P 500 Equal Weight ETF
+$275.0K
1,450
建仓
—
BlackRock Emerging Mkts Instl
+$269.1K
12,945
清仓
—
JH Multimanager Balanced LS
-$267.7K
0
-100%
清仓
CUBE
Cubesmart REIT
-$254.5K
0
-100%
减持
AGG
iShares Core US Aggregate Bond ETF
+$249.6K
282,314
-0%
减持
VONG
Vanguard Russell 1000 Growth ETF
+$249.3K
22,545
-0%
建仓
PICB
Invesco International Corporate Bond ETF
+$239.8K
10,061
清仓
—
Money Market Fund
-$239.3K
0
-100%
建仓
—
JPMORGAN SMARTRETIREMENT BLEND INC R6
+$233.9K
11,626
减持
SCHV
Schwab US Large Cap Value ETF
+$229.4K
181,667
-1%
减持
VTTSX
Vanguard Target Retirement 2060 Fund
+$229.0K
21,749
-21%
建仓
PLTR
Palantir Technologies In Class A
+$216.7K
1,188
减持
EFA
iShares MSCI EAFE ETF
+$216.0K
54,494
-0%
增持
JAAYX
JPMORGAN SMARTRETIREMENT BLEND 2060 R6
+$212.7K
23,295
+34%
建仓
SMLV
SPDR Ssga US SL CP LW VLT Inx ETF
+$209.0K
1,611
建仓
SCHW
Charles Schwab Corp
+$208.1K
2,180
增持
VFIFX
Vanguard Target Retirement 2050 Fund
+$205.5K
43,664
+15%
增持
VFFVX
Vanguard Target Retirement 2055 Fund
+$205.2K
24,432
+60%
建仓
ESML
iShares Esg Aware MSCI USA ETF
+$202.8K
4,500
增持
VTWNX
Vanguard Target Retirement 2020 Fund
+$196.8K
75,398
+17%
建仓
—
Vanguard Strategic Equity Fund
+$196.0K
4,823
建仓
VSGAX
VANGUARD SMALL CAP GROWTH INDEX ADMIRAL
+$194.6K
2,067
增持
SLYV
SPDR S&P 600 Small Cap Value ETF
+$188.2K
17,927
+2%
建仓
TJX
TJX Companies Inc
+$187.3K
1,296
建仓
VGK
Vanguard FTSE Europe ETF
+$186.6K
2,338
建仓
VSGX
Vanguard Esg International Stock ETF
+$186.3K
2,686
建仓
GRBK
Green Brick Partners
+$184.7K
2,500
减持
TSM
Taiwan Semiconductr F Sponsored ADR
+$182.9K
4,011
-3%
增持
VMFXX
Vanguard Federal Money Market Inv
+$182.1K
264,636
+221%
建仓
KLAC
Kla Corp
+$180.8K
168
建仓
TSLA
Tesla Inc
+$180.1K
405
清仓
—
Fidelity Advisor Total Bond
-$177.5K
0
-100%
建仓
IJS
iShares S&P Small Cap 600 ETF
+$173.9K
1,572
建仓
DFAT
Dimensional U S Targeted Value ETF
+$170.5K
2,929
建仓
VOX
Vanguard Communication Services ETF
+$170.0K
905
增持
DFAC
Dimensional U S Core Equity 2 ETF
+$168.1K
59,413
+0%
建仓
VB
Vanguard Small Cap ETF IV
+$162.5K
637
建仓
VOT
Vanguard Mid Cap Growth ETF IV
+$162.1K
551
建仓
IWF
iShares Russell 1000 Growth ETF IV
+$159.8K
341
建仓
EFV
iShares MSCI EAFE Value ETF IV
+$158.9K
2,342
建仓
—
Amplify Mobile Payments ETF
+$157.8K
2,764
建仓
DFAX
Dimensional WLD Ex US CR Eq 2 ETF
+$154.8K
4,933
减持
IJH
iShares Core S&P Mid Cap ETF
+$154.7K
63,124
-1%
建仓
—
AB Small Cap Growth Portfolio I
+$152.3K
2,022
增持
SCHG
Schwab US Large Cap Growth ETF
+$151.1K
16,397
+29%
建仓
CAT
Caterpillar Inc
+$148.9K
312
增持
IWN
iShares Russell 2000 Value ETF
+$146.5K
6,062
+3%
建仓
EXC
Exelon Corp
+$146.4K
3,252
建仓
VTABX
Vanguard Total Intl Bd Idx Admiral
+$143.0K
7,247
增持
MUB
iShares National Muni Bond ETF
+$142.6K
18,564
+6%
建仓
VV
Vanguard Large Cap ETF
+$140.1K
454
减持
ILTB
iShares Core 10 Year Usd Bond ETF
-$140.0K
8,105
-27%
建仓
NKE
Nike Inc Class B
+$135.8K
1,936
增持
JRBYX
JPMORGAN SMARTRETIREMENT BLEND 2030 R6
+$130.7K
56,699
+3%
建仓
AJG
Arthur J Gallagher&c
+$129.4K
418
建仓
—
Vanguard Target Retirement 2065 Fund
+$129.1K
6,593
减持
GOOG
Alphabet Inc. Class C
+$128.3K
3,839
-16%
建仓
RTX
Raytheon Technologies Co
+$127.2K
760
建仓
DIS
Walt Disney Co
+$126.5K
1,105
建仓
COST
Costco Wholesale Co
+$125.0K
135
增持
JTYBX
JPMORGAN SMARTRETIREMENT BLEND 2055 R6
+$123.3K
47,277
+0%
建仓
MCK
Mckesson Corp
+$123.0K
159
建仓
CME
Cme Group Inc Class A
+$120.6K
446
建仓
PTNQ
Pacer Trendpilot 100 ETF
+$120.2K
1,550
建仓
NEE
Nextera Energy Inc
+$119.7K
1,586
建仓
SUSC
iShares Tru Esg Awr Usd Corp BND ETF
+$119.4K
5,067
减持
ABBV
Abbvie Inc
+$117.0K
2,665
-1%
增持
MSFT
Microsoft Corp
+$116.8K
2,164
+7%
建仓
IVE
iShares S&P 500 Value ETF
+$116.3K
563
增持
BRK/B
Berkshire Hathaway Class B
+$115.4K
3,564
+3%
建仓
WTRG
Essential Utils Inc
+$115.4K
2,891
建仓
RWL
Invesco S P 500 Revenue ETF
+$115.1K
1,040
清仓
—
JH Multimanager 2045 Lifetime
-$113.8K
0
-100%
增持
VTTVX
Vanguard Target Retirement 2025 Fund
+$112.8K
69,700
+19%
建仓
ISRG
Intuitive Surgical
+$110.9K
248
建仓
LGLV
SPDR Ssga US LG CP LW VLT Inx ETF
+$110.3K
619
增持
JBYSX
JPMORGAN SMARTRETIREMENT BLEND 2025 R6
+$110.3K
24,300
+16%
建仓
—
iShares Gold ETF
+$109.2K
1,500
建仓
DECK
Deckers Outdoor Corp
+$108.3K
1,068
建仓
SUSB
iShares Esg Awr 1-5 Y Usd CP BND ETF
+$107.1K
4,230
建仓
MA
Mastercard Inc Class A
+$105.6K
186
减持
—
Accenture PLC F Class A
-$105.3K
1,003
-15%
建仓
QCOM
Qualcomm Inc
+$104.4K
628
建仓
IYC
iShares U S Consumer Discrtry ETF
+$102.5K
978
建仓
PG
Procter & Gamble
+$100.5K
654
建仓
JNK
SPDR Bloomberg Barclays High Yield Bond ETF
+$99.8K
1,018
建仓
IEMG
iShares Core MSCI Emerging ETF
+$99.5K
1,509
建仓
INTU
Intuit Inc
+$98.3K
144
建仓
ESGV
Vanguard Esg US STK ETF
+$98.3K
830
建仓
BKNG
Brooking Holdings Inc
+$98.2K
18
建仓
IJR
iShares Core S&P Small Cap ETF
+$97.7K
822
建仓
—
Exxon Mobil Corp
+$97.0K
861
建仓
TACK
Fairlead Tactical Sector ETF
+$95.4K
3,168
建仓
JSBYX
JPMORGAN SMARTRETIREMENT BLEND 2065 R6
+$94.5K
3,991
建仓
XLV
Select Sector Health Care SPDR ETF
+$94.2K
677
清仓
—
JH Multimanager 2015 Lifetime
-$93.9K
0
-100%
建仓
KO
The Coca-Cola Co
+$93.6K
1,400
建仓
COF
Capital One FC
+$93.3K
439
建仓
XSLV
Invesco S&P Smallcap Low Volatility ETF
+$93.1K
2,010
建仓
REGN
Regeneron Pharms Inc
+$92.8K
165
建仓
DUK
Duke Energy Corp
+$92.8K
750
建仓
WLK
Westlake Chemical Co
+$88.9K
1,154
建仓
IGV
iShares Expanded Tech STW SCTR ETF
+$88.0K
765
建仓
EUFN
iShares MSCI Europe Financials ETF
+$86.3K
2,514
减持
JPM
JPMorgan Chase & Co
+$86.2K
3,589
-0%
建仓
APH
Amphenol Corp Class A
+$85.9K
694
建仓
ONEQ
Fidelity Nasdaq Composite Indx ETF
+$84.7K
950
增持
JPYRX
JPMORGAN SMARTRETIREMENT BLEND 2035 R6
+$83.6K
21,295
+7%
建仓
MCD
MC Donalds Corp
+$82.1K
270
