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 |
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO & CO | $198.31万 | 0.67% | 23,996 | 2,206 | 10.1% | $18.23万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $200.15万 | 0.67% | 6,827 | -126 | -1.8% | -$3.69万 | 减仓 |
| CME | CME GROUP INC | $204.55万 | 0.69% | 9,263 | -170 | -1.8% | -$3.75万 | 减仓 |
| HD | HOME DEPOT INC | $229.48万 | 0.77% | 6,507 | -141 | -2.1% | -$4.97万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $235.27万 | 0.79% | 11,420 | -281 | -2.4% | -$5.79万 | 减仓 |
| UNP | UNION PAC CORP | $240.04万 | 0.81% | 8,825 | -300 | -3.3% | -$8.16万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $251.20万 | 0.85% | 6,049 | -68 | -1.1% | -$2.82万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $260.98万 | 0.88% | 17,862 | -426 | -2.3% | -$6.22万 | 减仓 |
| CB | CHUBB LIMITED | $266.19万 | 0.90% | 7,812 | -132 | -1.7% | -$4.50万 | 减仓 |
| CMI | CUMMINS INC | $271.12万 | 0.91% | 3,801 | -67 | -1.7% | -$4.78万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $297.41万 | 1.00% | 15,218 | 677 | 4.7% | $13.23万 | 加仓 |
| ABBV | ABBVIE INC | $321.67万 | 1.08% | 12,783 | -256 | -2.0% | -$6.44万 | 减仓 |
| ADI | ANALOG DEVICES INC | $366.50万 | 1.24% | 9,228 | -186 | -2.0% | -$7.39万 | 减仓 |
| MPC | MARATHON PETE CORP | $367.03万 | 1.24% | 14,355 | -492 | -3.3% | -$12.58万 | 减仓 |
| WMT | WALMART INC | $403.03万 | 1.36% | 35,585 | -442 | -1.2% | -$5.01万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $434.04万 | 1.46% | 17,090 | 338 | 2.0% | $8.58万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $446.96万 | 1.51% | 13,655 | -164 | -1.2% | -$5.37万 | 减仓 |
| AVGO | BROADCOM INC | $490.59万 | 1.65% | 12,987 | -352 | -2.6% | -$13.30万 | 减仓 |
| ETN | EATON CORP PLC | $498.96万 | 1.68% | 11,709 | -158 | -1.3% | -$6.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $502.74万 | 1.70% | 10,047 | 1,000 | 11.1% | $50.04万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $519.40万 | 1.75% | 108,866 | 49,602 | 83.7% | $236.65万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $585.59万 | 1.97% | 96,330 | 385 | 0.4% | $2.34万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $594.19万 | 2.00% | 114,752 | 3,677 | 3.3% | $19.04万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $642.17万 | 2.17% | 30,181 | 857 | 2.9% | $18.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $726.73万 | 2.45% | 19,482 | -308 | -1.6% | -$11.49万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $746.10万 | 2.52% | 163,261 | -4,983 | -3.0% | -$22.77万 | 减仓 |
| PULS | PGIM ETF TR | $834.64万 | 2.81% | 168,444 | 64,026 | 61.3% | $317.25万 | 加仓 |
| AAPL | APPLE INC | $904.16万 | 3.05% | 31,247 | 606 | 2.0% | $17.54万 | 加仓 |
| IUSG | ISHARES TR | $910.52万 | 3.07% | 48,409 | 1,865 | 4.0% | $35.08万 | 加仓 |
| GOVT | ISHARES TR | $1,078.88万 | 3.64% | 473,607 | 34,083 | 7.8% | $77.64万 | 加仓 |
| ISCF | ISHARES TR | $1,203.56万 | 4.06% | 278,022 | 15,841 | 6.0% | $68.58万 | 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,558.84万 | 5.26% | 218,785 | 8,407 | 4.0% | $59.90万 | 加仓 |
| 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 |