Phoenix Wealth Advisors
CHAPEL HILL NC · SEC CIK 0001842362
$2.53亿2026Q1 申报市值
126持仓数
44.7%前十大占比 · 第一大 12.9%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
APD 加仓+$167.88万
ZTS 新建仓+$140.27万
GOVT 加仓+$98.11万
JMST 加仓+$92.11万
VTV 新建仓+$20.60万
2026Q1 卖出最多 按季末市值估算
MDT 清仓-$248.49万
VOTE 减仓-$124.79万
CMI 减仓-$115.04万
ISCF 减仓-$99.92万
MU 减仓-$98.28万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -25,868 | -100.0% | -$248.49万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,804 | -100.0% | -$22.60万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GNTX | GENTEX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TROW | PRICE T ROWE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALLO | ALLOGENE THERAPEUTICS INC | $5.12万 | 0.02% | 21,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO MUNI INCOME OPP TRST | $11.99万 | 0.05% | 19,526 | 8,291 | 73.8% | $5.09万 | 加仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $17.09万 | 0.07% | 19,800 | 7,500 | 61.0% | $6.47万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $20.02万 | 0.08% | 7,540 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $20.60万 | 0.08% | 1,050 | 1,050 | — | $20.60万 | 新建仓 |
| ADBE | ADOBE INC | $21.00万 | 0.08% | 864 | -490 | -36.2% | -$11.91万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.23万 | 0.08% | 987 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $21.97万 | 0.09% | 3,080 | -110 | -3.4% | -$7,846 | 减仓 |
| ADSK | AUTODESK INC | $22.00万 | 0.09% | 919 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $24.58万 | 0.10% | 3,000 | -150 | -4.8% | -$1.23万 | 减仓 |
| LOW | LOWES COS INC | $25.60万 | 0.10% | 1,084 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $26.34万 | 0.10% | 527 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $26.36万 | 0.10% | 872 | -79 | -8.3% | -$2.39万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.37万 | 0.10% | 2,014 | 56 | 2.9% | $7,333 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $26.53万 | 0.10% | 2,310 | -76 | -3.2% | -$8,729 | 减仓 |
| VUG | VANGUARD INDEX FDS | $26.56万 | 0.10% | 608 | -73 | -10.7% | -$3.19万 | 减仓 |
| — | EXXON MOBIL CORP | $27.10万 | 0.11% | 1,598 | -1,375 | -46.2% | -$23.32万 | 重新持有 |
| EXC | EXELON CORP | $27.39万 | 0.11% | 5,587 | -186 | -3.2% | -$9,118 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $27.61万 | 0.11% | 5,640 | -152 | -2.6% | -$7,442 | 减仓 |
| EBAY | EBAY INC. | $29.07万 | 0.11% | 3,194 | -134 | -4.0% | -$1.22万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $29.75万 | 0.12% | 12,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $30.26万 | 0.12% | 3,285 | -118 | -3.5% | -$1.09万 | 减仓 |
| NUE | NUCOR CORP | $32.04万 | 0.13% | 1,895 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.26万 | 0.13% | 10,964 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $32.61万 | 0.13% | 2,488 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $34.31万 | 0.14% | 2,121 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $35.11万 | 0.14% | 2,190 | -100 | -4.4% | -$1.60万 | 减仓 |
| MCD | MCDONALDS CORP | $35.96万 | 0.14% | 1,157 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $37.75万 | 0.15% | 2,273 | -79 | -3.4% | -$1.31万 | 减仓 |
| BLK | BLACKROCK INC | $38.76万 | 0.15% | 403 | -18 | -4.3% | -$1.73万 | 减仓 |
| IWR | ISHARES TR | $39.16万 | 0.15% | 4,028 | 27 | 0.7% | $2,625 | 加仓 |
| SYK | STRYKER CORPORATION | $41.50万 | 0.16% | 1,263 | -51 | -3.9% | -$1.68万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $43.20万 | 0.17% | 5,943 | -201 | -3.3% | -$1.46万 | 减仓 |
| — | ALPS ETF TR | $44.13万 | 0.17% | 8,432 | -1,224 | -12.7% | -$6.41万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $44.30万 | 0.17% | 2,679 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $44.94万 | 0.18% | 3,311 | -113 | -3.3% | -$1.53万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $45.41万 | 0.18% | 5,995 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $45.91万 | 0.18% | 648 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $46.47万 | 0.18% | 1,747 | -70 | -3.9% | -$1.86万 | 减仓 |
| TSLA | TESLA INC | $46.65万 | 0.18% | 1,255 | -50 | -3.8% | -$1.86万 | 减仓 |
| SNA | SNAP ON INC | $46.82万 | 0.18% | 1,289 | -45 | -3.4% | -$1.63万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $48.89万 | 0.19% | 1,447 | -2,909 | -66.8% | -$98.28万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $49.11万 | 0.19% | 1,423 | -50 | -3.4% | -$1.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $49.91万 | 0.20% | 2,412 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR ETF TRUST | $50.41万 | 0.20% | 18,180 | -448 | -2.4% | -$1.24万 | 减仓 |
| GOOG | ALPHABET INC | $50.49万 | 0.20% | 1,760 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $51.60万 | 0.20% | 561 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $51.75万 | 0.20% | 8,371 | -1,582 | -15.9% | -$9.78万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.96万 | 0.21% | 2,226 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $55.98万 | 0.22% | 1,071 | -40 | -3.6% | -$2.09万 | 减仓 |
| B | BARRICK MNG CORP | $56.11万 | 0.22% | 13,756 | -906 | -6.2% | -$3.70万 | 减仓 |
| COR | CENCORA INC | $58.46万 | 0.23% | 1,861 | -57 | -3.0% | -$1.79万 | 减仓 |
| UTES | ETFIS SER TR I | $58.85万 | 0.23% | 7,366 | -11 | -0.1% | -$879 | 减仓 |
| AMZN | AMAZON COM INC | $59.65万 | 0.24% | 2,864 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $60.97万 | 0.24% | 3,141 | 1 | 0.0% | $194 | 加仓 |
| ORCL | ORACLE CORP | $62.41万 | 0.25% | 4,242 | -146 | -3.3% | -$2.15万 | 减仓 |
| GRMN | GARMIN LTD | $67.12万 | 0.27% | 2,893 | -151 | -5.0% | -$3.50万 | 减仓 |
| MRK | MERCK & CO INC | $67.76万 | 0.27% | 5,633 | -91 | -1.6% | -$1.09万 | 减仓 |
| VLO | VALERO ENERGY CORP | $67.90万 | 0.27% | 2,748 | -109 | -3.8% | -$2.69万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $69.36万 | 0.27% | 1,148 | 1 | 0.1% | $604 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $74.46万 | 0.29% | 2,462 | -245 | -9.1% | -$7.41万 | 减仓 |
| DHR | DANAHER CORP DEL | $74.53万 | 0.29% | 3,931 | -94 | -2.3% | -$1.78万 | 减仓 |
| BUG | GLOBAL X FDS | $75.76万 | 0.30% | 30,172 | -878 | -2.8% | -$2.20万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $78.21万 | 0.31% | 8,324 | -247 | -2.9% | -$2.32万 | 减仓 |
| — | GLOBAL X FDS | $78.93万 | 0.31% | 34,168 | -991 | -2.8% | -$2.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $83.01万 | 0.33% | 5,747 | -178 | -3.0% | -$2.57万 | 减仓 |
| CSCO | CISCO SYS INC | $83.72万 | 0.33% | 10,790 | -2,506 | -18.8% | -$19.44万 | 减仓 |
| GOOGL | ALPHABET INC | $88.59万 | 0.35% | 3,081 | -301 | -8.9% | -$8.66万 | 减仓 |
| BOTZ | GLOBAL X FDS | $89.14万 | 0.35% | 26,833 | 322 | 1.2% | $1.07万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $89.24万 | 0.35% | 17,698 | -607 | -3.3% | -$3.06万 | 减仓 |
| IAU | ISHARES GOLD TR | $91.13万 | 0.36% | 10,337 | -343 | -3.2% | -$3.02万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $94.11万 | 0.37% | 14,718 | -513 | -3.4% | -$3.28万 | 重新持有 |
| — | HONEYWELL INTL INC | $95.33万 | 0.38% | 4,218 | -68 | -1.6% | -$1.54万 | 减仓 |
| AMGN | AMGEN INC | $97.32万 | 0.38% | 2,766 | -52 | -1.8% | -$1.83万 | 减仓 |
| PEP | PEPSICO INC | $98.25万 | 0.39% | 6,327 | -75 | -1.2% | -$1.16万 | 减仓 |
| ARTY | ISHARES TR | $105.99万 | 0.42% | 22,778 | -632 | -2.7% | -$2.94万 | 减仓 |
| ISCG | ISHARES TR | $109.12万 | 0.43% | 19,912 | 104 | 0.5% | $5,699 | 加仓 |
| — | AMPLIFY ETF TR | $115.29万 | 0.46% | 15,356 | -430 | -2.7% | -$3.23万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $118.36万 | 0.47% | 25,230 | -1,368 | -5.1% | -$6.42万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $123.56万 | 0.49% | 7,085 | -161 | -2.2% | -$2.81万 | 减仓 |
| VOTE | TCW ETF TRUST | $124.53万 | 0.49% | 16,321 | -16,356 | -50.1% | -$124.79万 | 减仓 |
| DTCR | GLOBAL X FDS | $126.77万 | 0.50% | 52,910 | 15 | 0.0% | $359 | 加仓 |
| ARKW | ARK ETF TR | $128.81万 | 0.51% | 10,680 | -293 | -2.7% | -$3.53万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $129.83万 | 0.51% | 1,303 | -9 | -0.7% | -$8,968 | 减仓 |
| EMNT | PIMCO ETF TR | $136.16万 | 0.54% | 13,764 | -846 | -5.8% | -$8.37万 | 减仓 |
| ZTS | ZOETIS INC | $140.27万 | 0.55% | 11,866 | 11,866 | — | $140.27万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $155.85万 | 0.62% | 54,284 | -683 | -1.2% | -$1.96万 | 减仓 |
| MINT | PIMCO ETF TR | $165.29万 | 0.65% | 16,435 | -614 | -3.6% | -$6.17万 | 减仓 |
| FAST | FASTENAL CO | $172.53万 | 0.68% | 37,183 | -2,609 | -6.6% | -$12.11万 | 减仓 |
| WFC | WELLS FARGO & CO | $173.47万 | 0.69% | 21,790 | -730 | -3.2% | -$5.81万 | 减仓 |
| ETR | ENTERGY CORP NEW | $181.38万 | 0.72% | 16,143 | -103 | -0.6% | -$1.16万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $201.99万 | 0.80% | 6,953 | 5,779 | 492.2% | $167.88万 | 加仓 |
| CMI | CUMMINS INC | $208.13万 | 0.82% | 3,868 | -2,138 | -35.6% | -$115.04万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $209.07万 | 0.83% | 22,510 | -1,035 | -4.4% | -$9.61万 | 减仓 |
| HD | HOME DEPOT INC | $218.66万 | 0.86% | 6,648 | -238 | -3.5% | -$7.83万 | 减仓 |