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 |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | $3,273.68万 | 12.93% | 646,844 | 296 | 0.0% | $1.50万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,348.10万 | 5.32% | 210,378 | -68 | -0.0% | -$4,357 | 减仓 |
| ISCF | ISHARES TR | $1,095.65万 | 4.33% | 262,181 | -23,911 | -8.4% | -$99.92万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $1,044.91万 | 4.13% | 204,966 | 18,068 | 9.7% | $92.11万 | 加仓 |
| GOVT | ISHARES TR | $1,006.95万 | 3.98% | 439,524 | 42,823 | 10.8% | $98.11万 | 加仓 |
| AAPL | APPLE INC | $777.63万 | 3.07% | 30,641 | -2,709 | -8.1% | -$68.75万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $754.58万 | 2.98% | 168,244 | -13,518 | -7.4% | -$60.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $732.56万 | 2.89% | 19,790 | -473 | -2.3% | -$17.51万 | 减仓 |
| IUSG | ISHARES TR | $721.95万 | 2.85% | 46,544 | -443 | -0.9% | -$6.87万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $562.79万 | 2.22% | 29,324 | 946 | 3.3% | $18.16万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $542.86万 | 2.14% | 95,945 | 1,181 | 1.2% | $6.68万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $521.05万 | 2.06% | 111,075 | 3,087 | 2.9% | $14.48万 | 加仓 |
| PULS | PGIM ETF TR | $516.87万 | 2.04% | 104,418 | -244 | -0.2% | -$1.21万 | 减仓 |
| WMT | WALMART INC | $447.75万 | 1.77% | 36,027 | -1,668 | -4.4% | -$20.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $433.53万 | 1.71% | 9,047 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $424.45万 | 1.68% | 11,867 | -389 | -3.2% | -$13.91万 | 减仓 |
| AVGO | BROADCOM INC | $412.86万 | 1.63% | 13,339 | -690 | -4.9% | -$21.36万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $409.48万 | 1.62% | 16,752 | -662 | -3.8% | -$16.18万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $406.51万 | 1.61% | 13,819 | -498 | -3.5% | -$14.65万 | 减仓 |
| MPC | MARATHON PETE CORP | $362.53万 | 1.43% | 14,847 | -391 | -2.6% | -$9.55万 | 减仓 |
| ADI | ANALOG DEVICES INC | $299.49万 | 1.18% | 9,414 | -1,458 | -13.4% | -$46.38万 | 减仓 |
| ABBV | ABBVIE INC | $283.58万 | 1.12% | 13,039 | -631 | -4.6% | -$13.72万 | 减仓 |
| CME | CME GROUP INC | $278.61万 | 1.10% | 9,433 | -600 | -6.0% | -$17.72万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $269.77万 | 1.07% | 59,264 | -1,752 | -2.9% | -$7.98万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $265.44万 | 1.05% | 6,117 | -236 | -3.7% | -$10.24万 | 减仓 |
| CB | CHUBB LTD SWITZ | $258.91万 | 1.02% | 7,944 | -523 | -6.2% | -$17.05万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $243.15万 | 0.96% | 14,541 | -342 | -2.3% | -$5.72万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $239.48万 | 0.95% | 18,288 | -1,032 | -5.3% | -$13.51万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $229.38万 | 0.91% | 11,701 | -1,078 | -8.4% | -$21.13万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $222.14万 | 0.88% | 44,252 | -979 | -2.2% | -$4.91万 | 减仓 |
| UNP | UNION PAC CORP | $221.39万 | 0.87% | 9,125 | -738 | -7.5% | -$17.91万 | 减仓 |
| HD | HOME DEPOT INC | $218.66万 | 0.86% | 6,648 | -238 | -3.5% | -$7.83万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $209.07万 | 0.83% | 22,510 | -1,035 | -4.4% | -$9.61万 | 减仓 |
| CMI | CUMMINS INC | $208.13万 | 0.82% | 3,868 | -2,138 | -35.6% | -$115.04万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $201.99万 | 0.80% | 6,953 | 5,779 | 492.2% | $167.88万 | 加仓 |
| ETR | ENTERGY CORP NEW | $181.38万 | 0.72% | 16,143 | -103 | -0.6% | -$1.16万 | 减仓 |
| WFC | WELLS FARGO & CO | $173.47万 | 0.69% | 21,790 | -730 | -3.2% | -$5.81万 | 减仓 |
| FAST | FASTENAL CO | $172.53万 | 0.68% | 37,183 | -2,609 | -6.6% | -$12.11万 | 减仓 |
| MINT | PIMCO ETF TR | $165.29万 | 0.65% | 16,435 | -614 | -3.6% | -$6.17万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $155.85万 | 0.62% | 54,284 | -683 | -1.2% | -$1.96万 | 减仓 |
| ZTS | ZOETIS INC | $140.27万 | 0.55% | 11,866 | 11,866 | — | $140.27万 | 新建仓 |
| EMNT | PIMCO ETF TR | $136.16万 | 0.54% | 13,764 | -846 | -5.8% | -$8.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $129.83万 | 0.51% | 1,303 | -9 | -0.7% | -$8,968 | 减仓 |
| ARKW | ARK ETF TR | $128.81万 | 0.51% | 10,680 | -293 | -2.7% | -$3.53万 | 减仓 |
| DTCR | GLOBAL X FDS | $126.77万 | 0.50% | 52,910 | 15 | 0.0% | $359 | 加仓 |
| VOTE | TCW ETF TRUST | $124.53万 | 0.49% | 16,321 | -16,356 | -50.1% | -$124.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $123.56万 | 0.49% | 7,085 | -161 | -2.2% | -$2.81万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $118.36万 | 0.47% | 25,230 | -1,368 | -5.1% | -$6.42万 | 减仓 |
| — | AMPLIFY ETF TR | $115.29万 | 0.46% | 15,356 | -430 | -2.7% | -$3.23万 | 减仓 |
| ISCG | ISHARES TR | $109.12万 | 0.43% | 19,912 | 104 | 0.5% | $5,699 | 加仓 |
| ARTY | ISHARES TR | $105.99万 | 0.42% | 22,778 | -632 | -2.7% | -$2.94万 | 减仓 |
| PEP | PEPSICO INC | $98.25万 | 0.39% | 6,327 | -75 | -1.2% | -$1.16万 | 减仓 |
| AMGN | AMGEN INC | $97.32万 | 0.38% | 2,766 | -52 | -1.8% | -$1.83万 | 减仓 |
| — | HONEYWELL INTL INC | $95.33万 | 0.38% | 4,218 | -68 | -1.6% | -$1.54万 | 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 |
| IAU | ISHARES GOLD TR | $91.13万 | 0.36% | 10,337 | -343 | -3.2% | -$3.02万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $89.24万 | 0.35% | 17,698 | -607 | -3.3% | -$3.06万 | 减仓 |
| BOTZ | GLOBAL X FDS | $89.14万 | 0.35% | 26,833 | 322 | 1.2% | $1.07万 | 加仓 |
| GOOGL | ALPHABET INC | $88.59万 | 0.35% | 3,081 | -301 | -8.9% | -$8.66万 | 减仓 |
| CSCO | CISCO SYS INC | $83.72万 | 0.33% | 10,790 | -2,506 | -18.8% | -$19.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $83.01万 | 0.33% | 5,747 | -178 | -3.0% | -$2.57万 | 减仓 |
| — | GLOBAL X FDS | $78.93万 | 0.31% | 34,168 | -991 | -2.8% | -$2.29万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $78.21万 | 0.31% | 8,324 | -247 | -2.9% | -$2.32万 | 减仓 |
| BUG | GLOBAL X FDS | $75.76万 | 0.30% | 30,172 | -878 | -2.8% | -$2.20万 | 减仓 |
| DHR | DANAHER CORP DEL | $74.53万 | 0.29% | 3,931 | -94 | -2.3% | -$1.78万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $74.46万 | 0.29% | 2,462 | -245 | -9.1% | -$7.41万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $69.36万 | 0.27% | 1,148 | 1 | 0.1% | $604 | 加仓 |
| VLO | VALERO ENERGY CORP | $67.90万 | 0.27% | 2,748 | -109 | -3.8% | -$2.69万 | 减仓 |
| MRK | MERCK & CO INC | $67.76万 | 0.27% | 5,633 | -91 | -1.6% | -$1.09万 | 减仓 |
| GRMN | GARMIN LTD | $67.12万 | 0.27% | 2,893 | -151 | -5.0% | -$3.50万 | 减仓 |
| ORCL | ORACLE CORP | $62.41万 | 0.25% | 4,242 | -146 | -3.3% | -$2.15万 | 减仓 |
| TXN | TEXAS INSTRS INC | $60.97万 | 0.24% | 3,141 | 1 | 0.0% | $194 | 加仓 |
| AMZN | AMAZON COM INC | $59.65万 | 0.24% | 2,864 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $58.85万 | 0.23% | 7,366 | -11 | -0.1% | -$879 | 减仓 |
| COR | CENCORA INC | $58.46万 | 0.23% | 1,861 | -57 | -3.0% | -$1.79万 | 减仓 |
| B | BARRICK MNG CORP | $56.11万 | 0.22% | 13,756 | -906 | -6.2% | -$3.70万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $55.98万 | 0.22% | 1,071 | -40 | -3.6% | -$2.09万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $53.96万 | 0.21% | 2,226 | 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 |
| LLY | ELI LILLY & CO | $51.60万 | 0.20% | 561 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $50.49万 | 0.20% | 1,760 | 0 | 0.0% | — | 不变 |
| WINN | HARBOR ETF TRUST | $50.41万 | 0.20% | 18,180 | -448 | -2.4% | -$1.24万 | 减仓 |
| CVX | CHEVRON CORPORATION | $49.91万 | 0.20% | 2,412 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $49.11万 | 0.19% | 1,423 | -50 | -3.4% | -$1.73万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $48.89万 | 0.19% | 1,447 | -2,909 | -66.8% | -$98.28万 | 减仓 |
| SNA | SNAP ON INC | $46.82万 | 0.18% | 1,289 | -45 | -3.4% | -$1.63万 | 减仓 |
| TSLA | TESLA INC | $46.65万 | 0.18% | 1,255 | -50 | -3.8% | -$1.86万 | 减仓 |
| ECL | ECOLAB INC | $46.47万 | 0.18% | 1,747 | -70 | -3.9% | -$1.86万 | 减仓 |
| CAT | CATERPILLAR INC | $45.91万 | 0.18% | 648 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $45.41万 | 0.18% | 5,995 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $44.94万 | 0.18% | 3,311 | -113 | -3.3% | -$1.53万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $44.30万 | 0.17% | 2,679 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $44.13万 | 0.17% | 8,432 | -1,224 | -12.7% | -$6.41万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $43.20万 | 0.17% | 5,943 | -201 | -3.3% | -$1.46万 | 减仓 |
| SYK | STRYKER CORPORATION | $41.50万 | 0.16% | 1,263 | -51 | -3.9% | -$1.68万 | 减仓 |
| IWR | ISHARES TR | $39.16万 | 0.15% | 4,028 | 27 | 0.7% | $2,625 | 加仓 |
| BLK | BLACKROCK INC | $38.76万 | 0.15% | 403 | -18 | -4.3% | -$1.73万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $37.75万 | 0.15% | 2,273 | -79 | -3.4% | -$1.31万 | 减仓 |
| MCD | MCDONALDS CORP | $35.96万 | 0.14% | 1,157 | 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 |