Phoenix Wealth Advisors
CHAPEL HILL NC · SEC CIK 0001842362
$2.97亿2026Q2 申报市值
129持仓数
48.3%前十大占比 · 第一大 17.0%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JPST 加仓+$1,760.47万
PULS 加仓+$317.25万
JMST 加仓+$286.25万
SPYD 加仓+$236.65万
SCI 新建仓+$140.34万
2026Q2 卖出最多 按季末市值估算
CMCSA 清仓-$155.85万
ZTS 清仓-$140.27万
FIS 清仓-$118.36万
HON 减仓-$47.85万
MU 减仓-$37.17万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $5,031.56万 | 16.97% | 994,969 | 348,125 | 53.8% | $1,760.47万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,558.84万 | 5.26% | 218,785 | 8,407 | 4.0% | $59.90万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,331.58万 | 4.49% | 261,094 | 56,128 | 27.4% | $286.25万 | 加仓 |
| ISCF | ISHARES TR | $1,203.56万 | 4.06% | 278,022 | 15,841 | 6.0% | $68.58万 | 加仓 |
| GOVT | ISHARES TR | $1,078.88万 | 3.64% | 473,607 | 34,083 | 7.8% | $77.64万 | 加仓 |
| IUSG | ISHARES TR | $910.52万 | 3.07% | 48,409 | 1,865 | 4.0% | $35.08万 | 加仓 |
| AAPL | APPLE INC | $904.16万 | 3.05% | 31,247 | 606 | 2.0% | $17.54万 | 加仓 |
| PULS | PGIM ETF TR | $834.64万 | 2.81% | 168,444 | 64,026 | 61.3% | $317.25万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $746.10万 | 2.52% | 163,261 | -4,983 | -3.0% | -$22.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $726.73万 | 2.45% | 19,482 | -308 | -1.6% | -$11.49万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $642.17万 | 2.17% | 30,181 | 857 | 2.9% | $18.23万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $594.19万 | 2.00% | 114,752 | 3,677 | 3.3% | $19.04万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $585.59万 | 1.97% | 96,330 | 385 | 0.4% | $2.34万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $519.40万 | 1.75% | 108,866 | 49,602 | 83.7% | $236.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $502.74万 | 1.70% | 10,047 | 1,000 | 11.1% | $50.04万 | 加仓 |
| ETN | EATON CORP PLC | $498.96万 | 1.68% | 11,709 | -158 | -1.3% | -$6.73万 | 减仓 |
| AVGO | BROADCOM INC | $490.59万 | 1.65% | 12,987 | -352 | -2.6% | -$13.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $446.96万 | 1.51% | 13,655 | -164 | -1.2% | -$5.37万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $434.04万 | 1.46% | 17,090 | 338 | 2.0% | $8.58万 | 加仓 |
| WMT | WALMART INC | $403.03万 | 1.36% | 35,585 | -442 | -1.2% | -$5.01万 | 减仓 |
| MPC | MARATHON PETE CORP | $367.03万 | 1.24% | 14,355 | -492 | -3.3% | -$12.58万 | 减仓 |
| ADI | ANALOG DEVICES INC | $366.50万 | 1.24% | 9,228 | -186 | -2.0% | -$7.39万 | 减仓 |
| ABBV | ABBVIE INC | $321.67万 | 1.08% | 12,783 | -256 | -2.0% | -$6.44万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $297.41万 | 1.00% | 15,218 | 677 | 4.7% | $13.23万 | 加仓 |
| CMI | CUMMINS INC | $271.12万 | 0.91% | 3,801 | -67 | -1.7% | -$4.78万 | 减仓 |
| CB | CHUBB LIMITED | $266.19万 | 0.90% | 7,812 | -132 | -1.7% | -$4.50万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $260.98万 | 0.88% | 17,862 | -426 | -2.3% | -$6.22万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $251.20万 | 0.85% | 6,049 | -68 | -1.1% | -$2.82万 | 减仓 |
| UNP | UNION PAC CORP | $240.04万 | 0.81% | 8,825 | -300 | -3.3% | -$8.16万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $235.27万 | 0.79% | 11,420 | -281 | -2.4% | -$5.79万 | 减仓 |
| HD | HOME DEPOT INC | $229.48万 | 0.77% | 6,507 | -141 | -2.1% | -$4.97万 | 减仓 |
| CME | CME GROUP INC | $204.55万 | 0.69% | 9,263 | -170 | -1.8% | -$3.75万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $200.15万 | 0.67% | 6,827 | -126 | -1.8% | -$3.69万 | 减仓 |
| WFC | WELLS FARGO & CO | $198.31万 | 0.67% | 23,996 | 2,206 | 10.1% | $18.23万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $193.75万 | 0.65% | 22,075 | -435 | -1.9% | -$3.82万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $187.22万 | 0.63% | 44,219 | -33 | -0.1% | -$1,397 | 减仓 |
| ETR | ENTERGY CORP NEW | $183.86万 | 0.62% | 16,007 | -136 | -0.8% | -$1.56万 | 减仓 |
| ARTY | ISHARES TR | $173.87万 | 0.59% | 22,829 | 51 | 0.2% | $3,884 | 加仓 |
| FAST | FASTENAL CO | $173.75万 | 0.59% | 36,175 | -1,008 | -2.7% | -$4.84万 | 减仓 |
| DTCR | GLOBAL X FDS | $161.05万 | 0.54% | 53,028 | 118 | 0.2% | $3,584 | 加仓 |
| ARKW | ARK ETF TR | $155.29万 | 0.52% | 10,720 | 40 | 0.4% | $5,794 | 加仓 |
| MINT | PIMCO ETF TR | $154.77万 | 0.52% | 15,353 | -1,082 | -6.6% | -$10.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $142.15万 | 0.48% | 7,104 | 19 | 0.3% | $3,802 | 加仓 |
| VOTE | TCW ETF TRUST | $141.28万 | 0.48% | 16,024 | -297 | -1.8% | -$2.62万 | 减仓 |
| SCI | SERVICE CORP INTL | $140.34万 | 0.47% | 18,475 | 18,475 | — | $140.34万 | 新建仓 |
| — | AMPLIFY ETF TR | $139.56万 | 0.47% | 15,386 | 30 | 0.2% | $2,721 | 加仓 |
| ISCG | ISHARES TR | $134.63万 | 0.45% | 20,541 | 629 | 3.2% | $4.12万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $129.86万 | 0.44% | 1,125 | -322 | -22.3% | -$37.17万 | 减仓 |
| CSCO | CISCO SYS INC | $129.03万 | 0.44% | 10,985 | 195 | 1.8% | $2.29万 | 加仓 |
| EMNT | PIMCO ETF TR | $125.15万 | 0.42% | 12,649 | -1,115 | -8.1% | -$11.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $119.55万 | 0.40% | 1,278 | -25 | -1.9% | -$2.34万 | 减仓 |
| BUG | GLOBAL X FDS | $115.56万 | 0.39% | 30,258 | 86 | 0.3% | $3,284 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $103.45万 | 0.35% | 3,059 | 597 | 24.2% | $20.19万 | 加仓 |
| GOOGL | ALPHABET INC | $102.96万 | 0.35% | 2,881 | -200 | -6.5% | -$7.15万 | 减仓 |
| BOTZ | GLOBAL X FDS | $101.98万 | 0.34% | 26,879 | 46 | 0.2% | $1,745 | 加仓 |
| AMGN | AMGEN INC | $99.66万 | 0.34% | 2,752 | -14 | -0.5% | -$5,070 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $97.08万 | 0.33% | 14,770 | 52 | 0.4% | $3,418 | 加仓 |
| TXN | TEXAS INSTRS INC | $93.62万 | 0.32% | 3,141 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $92.33万 | 0.31% | 867 | 219 | 33.8% | $23.32万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $91.72万 | 0.31% | 17,776 | 78 | 0.4% | $4,025 | 加仓 |
| PEP | PEPSICO INC | $85.85万 | 0.29% | 6,341 | 14 | 0.2% | $1,895 | 加仓 |
| — | GLOBAL X FDS | $84.48万 | 0.28% | 34,218 | 50 | 0.1% | $1,234 | 加仓 |
| PG | PROCTER & GAMBLE CO | $82.86万 | 0.28% | 5,651 | -96 | -1.7% | -$1.41万 | 减仓 |
| IAU | ISHARES GOLD TR | $77.13万 | 0.26% | 10,215 | -122 | -1.2% | -$9,212 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $74.80万 | 0.25% | 2,660 | 434 | 19.5% | $12.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $74.68万 | 0.25% | 2,190 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $71.88万 | 0.24% | 5,594 | -39 | -0.7% | -$5,012 | 减仓 |
| VLO | VALERO ENERGY CORP | $70.66万 | 0.24% | 2,713 | -35 | -1.3% | -$9,115 | 减仓 |
| DHR | DANAHER CORP DEL | $70.19万 | 0.24% | 3,685 | -246 | -6.3% | -$4.69万 | 减仓 |
| GRMN | GARMIN LTD | $67.58万 | 0.23% | 2,845 | -48 | -1.7% | -$1.14万 | 减仓 |
| LLY | ELI LILLY & CO | $65.97万 | 0.22% | 550 | -11 | -2.0% | -$1.32万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $63.37万 | 0.21% | 8,207 | -117 | -1.4% | -$9,034 | 减仓 |
| ORCL | ORACLE CORP | $61.66万 | 0.21% | 4,208 | -34 | -0.8% | -$4,982 | 减仓 |
| WINN | HARBOR ETF TRUST | $59.03万 | 0.20% | 18,180 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $58.73万 | 0.20% | 2,464 | -400 | -14.0% | -$9.53万 | 减仓 |
| UTES | ETFIS SER TR I | $58.48万 | 0.20% | 7,154 | -212 | -2.9% | -$1.73万 | 减仓 |
| D | DOMINION ENERGY INC | $57.77万 | 0.19% | 8,459 | 88 | 1.1% | $6,010 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $55.96万 | 0.19% | 3,093 | 414 | 15.5% | $7.49万 | 加仓 |
| — | ALPS ETF TR | $54.24万 | 0.18% | 8,390 | -42 | -0.5% | -$2,715 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $54.04万 | 0.18% | 1,061 | -87 | -7.6% | -$4.43万 | 减仓 |
| TSLA | TESLA INC | $52.83万 | 0.18% | 1,256 | 1 | 0.1% | $421 | 加仓 |
| COR | CENCORA INC | $51.93万 | 0.18% | 1,835 | -26 | -1.4% | -$7,357 | 减仓 |
| CVX | CHEVRON CORPORATION | $51.86万 | 0.17% | 3,129 | 717 | 29.7% | $11.88万 | 加仓 |
| GOOG | ALPHABET INC | $51.59万 | 0.17% | 1,460 | -300 | -17.0% | -$10.60万 | 减仓 |
| SNA | SNAP ON INC | $51.23万 | 0.17% | 1,273 | -16 | -1.2% | -$6,438 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $49.45万 | 0.17% | 5,995 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $48.52万 | 0.16% | 13,211 | -545 | -4.0% | -$2.00万 | 减仓 |
| ECL | ECOLAB INC | $47.98万 | 0.16% | 1,722 | -25 | -1.4% | -$6,965 | 减仓 |
| ULTA | ULTA BEAUTY INC | $47.44万 | 0.16% | 1,052 | -19 | -1.8% | -$8,569 | 减仓 |
| HON | HONEYWELL INTL INC | $46.59万 | 0.16% | 2,081 | -2,137 | -50.7% | -$47.85万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $45.76万 | 0.15% | 2,070 | 2,070 | — | $45.76万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $44.84万 | 0.15% | 5,869 | -74 | -1.2% | -$5,654 | 减仓 |
| HDV | ISHARES TR | $44.58万 | 0.15% | 16,265 | -290 | -1.8% | -$7,949 | 减仓 |
| IWR | ISHARES TR | $44.44万 | 0.15% | 4,028 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $43.89万 | 0.15% | 2,121 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $42.21万 | 0.14% | 1,895 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $42.17万 | 0.14% | 2,239 | -34 | -1.5% | -$6,404 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.10万 | 0.14% | 1,737 | 750 | 76.0% | $17.75万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $40.62万 | 0.14% | 1,398 | -25 | -1.8% | -$7,265 | 减仓 |
| SYK | STRYKER CORPORATION | $39.20万 | 0.13% | 1,245 | -18 | -1.4% | -$5,667 | 减仓 |