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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $221.39万 | 0.87% | 9,125 | -738 | -7.5% | -$17.91万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $222.14万 | 0.88% | 44,252 | -979 | -2.2% | -$4.91万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $229.38万 | 0.91% | 11,701 | -1,078 | -8.4% | -$21.13万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $239.48万 | 0.95% | 18,288 | -1,032 | -5.3% | -$13.51万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $243.15万 | 0.96% | 14,541 | -342 | -2.3% | -$5.72万 | 减仓 |
| CB | CHUBB LTD SWITZ | $258.91万 | 1.02% | 7,944 | -523 | -6.2% | -$17.05万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $265.44万 | 1.05% | 6,117 | -236 | -3.7% | -$10.24万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $269.77万 | 1.07% | 59,264 | -1,752 | -2.9% | -$7.98万 | 减仓 |
| CME | CME GROUP INC | $278.61万 | 1.10% | 9,433 | -600 | -6.0% | -$17.72万 | 减仓 |
| ABBV | ABBVIE INC | $283.58万 | 1.12% | 13,039 | -631 | -4.6% | -$13.72万 | 减仓 |
| ADI | ANALOG DEVICES INC | $299.49万 | 1.18% | 9,414 | -1,458 | -13.4% | -$46.38万 | 减仓 |
| MPC | MARATHON PETE CORP | $362.53万 | 1.43% | 14,847 | -391 | -2.6% | -$9.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $406.51万 | 1.61% | 13,819 | -498 | -3.5% | -$14.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $409.48万 | 1.62% | 16,752 | -662 | -3.8% | -$16.18万 | 减仓 |
| AVGO | BROADCOM INC | $412.86万 | 1.63% | 13,339 | -690 | -4.9% | -$21.36万 | 减仓 |
| ETN | EATON CORP PLC | $424.45万 | 1.68% | 11,867 | -389 | -3.2% | -$13.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $433.53万 | 1.71% | 9,047 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $447.75万 | 1.77% | 36,027 | -1,668 | -4.4% | -$20.73万 | 减仓 |
| PULS | PGIM ETF TR | $516.87万 | 2.04% | 104,418 | -244 | -0.2% | -$1.21万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $521.05万 | 2.06% | 111,075 | 3,087 | 2.9% | $14.48万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $542.86万 | 2.14% | 95,945 | 1,181 | 1.2% | $6.68万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $562.79万 | 2.22% | 29,324 | 946 | 3.3% | $18.16万 | 加仓 |
| IUSG | ISHARES TR | $721.95万 | 2.85% | 46,544 | -443 | -0.9% | -$6.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $732.56万 | 2.89% | 19,790 | -473 | -2.3% | -$17.51万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $754.58万 | 2.98% | 168,244 | -13,518 | -7.4% | -$60.63万 | 减仓 |
| AAPL | APPLE INC | $777.63万 | 3.07% | 30,641 | -2,709 | -8.1% | -$68.75万 | 减仓 |
| GOVT | ISHARES TR | $1,006.95万 | 3.98% | 439,524 | 42,823 | 10.8% | $98.11万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,044.91万 | 4.13% | 204,966 | 18,068 | 9.7% | $92.11万 | 加仓 |
| ISCF | ISHARES TR | $1,095.65万 | 4.33% | 262,181 | -23,911 | -8.4% | -$99.92万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,348.10万 | 5.32% | 210,378 | -68 | -0.0% | -$4,357 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,273.68万 | 12.93% | 646,844 | 296 | 0.0% | $1.50万 | 加仓 |