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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 135 项
建仓 9
增持 93
减持 30
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
BIV
Vanguard Intermediate Term Bond ETF
+$8.0M
389,586
+38%
减持
BLV
Vanguard Long Term Bond ETF
-$5.5M
6,479
-92%
增持
VUG
Vanguard Growth Index ETF
-$5.4M
119,819
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。
+1%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$4.8M
767,016
+8%
增持
VTV
Vanguard Value ETF
+$4.5M
351,488
+4%
增持
VCSH
Vanguard Short Term Cor BD ETF IV
+$3.0M
206,502
+23%
增持
SPEM
SPDR Index Shares Emerg Markt ETF IV
+$2.8M
263,119
+28%
增持
USHY
iShares Broad Usd HG YLD CRP BND ETF
+$2.5M
262,025
+38%
增持
VONG
Vanguard Russell 1000 Growth ETF
+$2.2M
45,046
+100%
增持
VNQ
Vanguard Real Estate ETF
+$2.0M
119,666
+23%
增持
VO
Vanguard Mid Cap ETF IV
+$1.9M
82,268
+10%
增持
SLYG
SPDR S&P 600 Small Cap Growth ETF
+$1.0M
176,876
+4%
增持
AGG
iShares Core US Aggregate Bond ETF
+$955.6K
289,549
+4%
增持
MUB
iShares National Muni Bond ETF
+$920.7K
32,894
+37%
增持
VTI
Vanguard Total Stock Market ETF
+$906.9K
4,454
+186%
增持
VBR
Vanguard Small Cap Value ETF
+$890.1K
123,784
+1%
增持
PICB
Invesco International Corporate Bond ETF
+$781.6K
44,243
+339%
减持
ILTB
iShares Core 10 Year Usd Bond ETF
-$657.1K
4,549
-74%
增持
IJH
iShares Core S&P Mid Cap ETF
+$603.1K
69,223
+12%
建仓
PNC
PNC Finl Services
+$554.2K
2,663
增持
VIGAX
Vanguard Growth Index Fund-Admiral Class
-$546.2K
22,285
+1%
建仓
SCHF
Schwab International Equity ETF
+$542.8K
21,930
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$504.6K
73,522
+14%
增持
VXUS
Vanguard Total Interntl Stock ETF IV
+$489.6K
9,905
+173%
建仓
SCHX
Schwab US Large Cap ETF
+$416.2K
16,234
增持
AAPL
Apple Inc
-$413.5K
28,954
+1%
减持
GOOGL
Alphabet Inc. Class A
-$364.9K
10,079
-3%
减持
JNJ
Johnson & Johnson
+$324.6K
9,896
-2%
增持
SLYV
SPDR S&P 600 Small Cap Value ETF
+$293.0K
19,916
+14%
建仓
JSBYX
JPMORGAN SMARTRETIREMENT BLEND 2065 R6
+$282.2K
11,995
增持
EFA
iShares MSCI EAFE ETF
+$274.1K
56,288
+4%
增持
NVDA
Nvidia Corp
-$261.0K
33,694
+2%
建仓
SCHB
Schwab US Broad Market ETF
+$241.5K
9,620
建仓
CAT
Caterpillar Inc
+$234.5K
331
增持
BSV
Vanguard Short-Term Bond ETF IV
+$234.2K
22,100
+16%
建仓
IWM
iShares Russell 2000 ETF
+$230.9K
931
建仓
CUBE
Cubesmart REIT
+$219.5K
5,989
清仓
—
Accenture PLC F Class A
-$217.9K
0
-100%
减持
JTYBX
JPMORGAN SMARTRETIREMENT BLEND 2055 R6
-$211.7K
45,784
-10%
清仓
PLTR
Palantir Technologies In Class A
-$211.2K
0
-100%
建仓
SMLV
SPDR Ssga US SL CP LW VLT Inx ETF
+$207.1K
1,511
清仓
IVW
iShares S&P 500 Growth ETF
-$207.0K
0
-100%
增持
IYR
iShares US Real Estate ETF
+$200.9K
16,052
+14%
增持
VEU
Vanguard FTSE All World Ex US ETF
+$198.0K
12,517
+24%
增持
HYG
iShares iBoxx High Yield Bond ETF
+$182.0K
24,437
+12%
减持
GOOG
Alphabet Inc. Class C
-$172.7K
3,299
-7%
减持
AMZN
Amazon.Com Inc
-$167.7K
6,096
-2%
增持
VVIAX
Vanguard Value Index Fund Admiral Shares
+$158.5K
77,331
+3%
减持
SCHV
Schwab US Large Cap Value ETF
+$143.4K
172,099
-0%
减持
IWO
iShares Russell 2000 Growth ETF
-$142.9K
9,170
-2%
减持
TSM
Taiwan Semiconductr F Sponsored ADR
+$122.6K
3,772
-1%
增持
CVX
Chevron Corp
+$121.5K
2,169
+1%
减持
ABBV
Abbvie Inc
-$106.9K
2,235
-14%
增持
LLY
Lilly Eli & Co
-$102.3K
1,009
+5%
增持
IWN
iShares Russell 2000 Value ETF
+$99.4K
6,063
+5%
减持
SUSIX
State Street Inst U.S. Equity
+$99.4K
655
-96%
减持
IUSG
iShares Core S&P US Growth ETF
-$99.0K
6,962
-1%
减持
SCHP
Schwab US TIPS ETF
-$96.2K
197,500
-2%
增持
IWV
iShares Russell 3000 ETF
+$94.3K
1,630
+24%
增持
WMT
WalMart Inc
+$84.0K
3,789
+9%
减持
SCHG
Schwab US Large Cap Growth ETF
-$81.7K
14,956
-6%
增持
VSIAX
Vanguard Small Cap Value Index Fund - Admiral Class
+$78.9K
15,714
+3%
增持
JMYAX
JPMORGAN SMARTRETIREMENT BLEND 2045 R6
+$78.4K
150,698
+3%
增持
RIVN
Rivian Automotive Inc Class A
-$78.1K
19,376
+3%
减持
SYK
Stryker Corp
-$70.8K
1,172
-10%
增持
VTTVX
Vanguard Target Retirement2025 Fund
+$66.8K
79,694
+5%
增持
VTWG
Vanguard Russell 2000 Growth ETF
+$65.9K
11,116
+6%
减持
IUSV
iShares Core S&P US Value ETF
-$63.3K
8,875
-6%
减持
BNDX
Vanguard Total International Bond Et
-$59.9K
93,053
-1%
减持
TSCO
Tractor Supply Co Com
-$57.3K
4,625
-13%
增持
VTMGX
Vanguard Developed Mkts Index Adm
+$54.8K
174,229
+0%
增持
BRK/B
Berkshire Hathaway Class B
-$53.8K
3,410
+2%
增持
ET
Energy Transfer LP
+$53.8K
18,428
+1%
增持
JPM
JPMorgan Chase & Co
-$52.7K
3,149
+4%
增持
VOO
Vanguard S&P 500 ETF
-$52.2K
1,842
+0%
增持
META
Facebook Inc Class A
+$52.1K
452
+44%
增持
VTHRX
Vanguard Target Retirement2030 Fund
+$47.9K
73,067
+3%
减持
BND
Vanguard Total Bond Market ETF
-$45.2K
11,429
-5%
减持
VOE
Vanguard Mid Cap Value ETF
-$44.2K
1,378
-18%
增持
MSFT
Microsoft Corp
-$44.0K
2,518
+25%
减持
VFIFX
Vanguard Target Retirement2050 Fund
-$40.7K
45,417
-0%
增持
AVGO
Broadcom Inc
-$40.3K
1,495
+3%
增持
VTIVX
Vanguard Target Retirement2045 Fund
+$37.1K
125,433
+4%
增持
DFAC
Dimensional U S Core Equity 2 ETF
-$37.1K
58,828
+0%
增持
MRK
Merck & Co. Inc.
+$36.9K
2,439
+0%
增持
VFIAX
Vanguard 500 Index Fund - Admiral Class
-$35.5K
1,868
+2%
增持
JNYAX
JPMORGAN SMARTRETIREMENT BLEND 2050 R6
+$33.9K
63,968
+3%
增持
NFLX
Netflix Inc
+$33.7K
5,733
+4%
减持
SCHZ
Schwab US Aggregate Bond ETF
-$32.4K
138,541
-0%
减持
IGSB
iShares TR Is 1-5 YR In GR CR BD ETF
-$32.4K
5,158
-10%
减持
TIP
iShares TIPS Bond ETF
-$32.0K
10,238
-3%
增持
GILD
Gilead Sciences Inc
+$31.5K
1,705
+2%
增持
—
Invesco Stable Asset Fund - ADPZ Class
+$31.5K
947,304
+3%
增持
VIMAX
Vanguard Mid-Cap Index Fund - Admiral Class
+$30.1K
4,344
+3%
增持
JAAYX
JPMORGAN SMARTRETIREMENT BLEND 2060 R6
+$27.9K
21,767
+6%
减持
VIG
Vanguard Dividend Appreciation ETF
-$25.3K
1,855
-4%
增持
VFFVX
Vanguard Target Retirement2055 Fund
+$24.4K
34,935
+2%
增持
JRBYX
JPMORGAN SMARTRETIREMENT BLEND 2030 R6
+$22.9K
60,557
+2%
减持
SCHH
Charles Schwab US REIT ETF
-$21.1K
24,153
-7%
增持
QQQ
Invesco QQQ Trust
-$20.1K
1,058
+3%
增持
ORCL
Oracle Corp
+$19.0K
1,824
+43%
增持
JBYSX
JPMORGAN SMARTRETIREMENT BLEND 2025 R6
+$19.0K
24,385
+4%
增持
VTTHX
Vanguard Target Retirement2035 Fund
+$18.1K
280,666
+1%
增持
IVV
iShares Core S&P 500 ETF
-$17.3K
856
+2%
增持
VTEB
Vanguard Muni BND Tax Exempt ETF
+$15.3K
44,774
+1%
增持
VTTSX
Vanguard Target Retirement2060 Fund
+$14.8K
19,805
+9%
增持
VFORX
Vanguard Target Retirement2040 Fund
-$14.4K
68,575
+1%
增持
JPYRX
JPMORGAN SMARTRETIREMENT BLEND 2035 R6
+$14.4K
20,151
+3%
增持
V
Visa Inc Class A
-$14.2K
684
+9%
减持
SPLV
Invesco S&P 500 Low Volatility ETF
+$13.2K
10,555
-1%
增持
SCHW
Charles Schwab Corp
-$12.3K
2,197
+0%
增持
VBIRX
Vanguard Short-Term Bond Index Adm
+$11.3K
53,773
+3%
增持
DFUV
Dimensional US Marketwide Value ETF
+$10.0K
4,927
+0%
增持
SPY
SPDR S&P 500 ETF IV
+$9.4K
1,352
+6%
减持
SHM
SPDR Nuveen Bloomberg Barclays Short Term
-$8.6K
31,542
-0%
增持
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
+$8.6K
3,811
+2%
增持
JOBYX
JPMORGAN SMARTRETIREMENT BLEND 2040 R6
+$8.4K
109,966
+1%
增持
VMFXX
Vanguard Federal Money Market Inv
+$8.2K
283,300
+3%
增持
VTWNX
Vanguard Target Retirement2020 Fund
+$6.9K
78,755
+6%
增持
RSPN
Invsc SP 500 Equal WGHT Indstrl ETF
+$5.8K
5,414
+0%
减持
VEMAX
Vanguard Emerging Markets Stock Index Fund - Admiral Class
-$4.1K
4,879
-2%
增持
ONEV
SPDR Rusel 1000 LW VLTLTY FCS ETF
+$3.9K
3,143
+0%
增持
HD
Home Depot Inc
-$3.7K
1,389
+4%
增持
VTINX
Vanguard Target Retirement Income Fund
-$2.5K
105,663
+1%
增持
RSP
Invesco S&P 500 Equal Weight ETF
+$1.7K
1,452
+0%
增持
VCIT
Vanguard Intermediate Term Co ETF IV
-$1.6K
4,064
+1%
增持
QUAIX
AB Small Cap Growth Portfolio
-$1.6K
5,817
+2%
增持
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares
-$1.5K
288,871
+1%
增持
VWEAX
Vanguard High-Yield Corporate Adm
-$1.3K
44,340
+2%
增持
VUSXX
VANGUARD TREASURY MONEY MARKET INV
+$1.0K
32,905
+3%
增持
ESGU
iShares Esg Aware MSCI USA ETF
-$812
3,221
+5%
增持
IYJ
iShares US Industrials ETF
-$755
2,120
+0%
增持
FXAIX
Fidelity 500 Index Fund
-$119
33,351
+5%
增持
VSVNX
Vanguard Target Retirement 2070 Fund
-$63
12,453
+1%
增持
VEXRX
Vanguard Explorer Fund - Admiral Class
+$29
4,023
+0%
