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 |
|---|---|---|---|---|---|---|---|---|
| RY | ROYAL BK CDA | $34.31万 | 0.14% | 2,121 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $32.61万 | 0.13% | 2,488 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.26万 | 0.13% | 10,964 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $32.04万 | 0.13% | 1,895 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $30.26万 | 0.12% | 3,285 | -118 | -3.5% | -$1.09万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $29.75万 | 0.12% | 12,000 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $29.07万 | 0.11% | 3,194 | -134 | -4.0% | -$1.22万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $27.61万 | 0.11% | 5,640 | -152 | -2.6% | -$7,442 | 减仓 |
| EXC | EXELON CORP | $27.39万 | 0.11% | 5,587 | -186 | -3.2% | -$9,118 | 减仓 |
| — | EXXON MOBIL CORP | $27.10万 | 0.11% | 1,598 | -1,375 | -46.2% | -$23.32万 | 重新持有 |
| VUG | VANGUARD INDEX FDS | $26.56万 | 0.10% | 608 | -73 | -10.7% | -$3.19万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $26.53万 | 0.10% | 2,310 | -76 | -3.2% | -$8,729 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $26.37万 | 0.10% | 2,014 | 56 | 2.9% | $7,333 | 加仓 |
| V | VISA INC | $26.36万 | 0.10% | 872 | -79 | -8.3% | -$2.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.34万 | 0.10% | 527 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $25.60万 | 0.10% | 1,084 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $24.58万 | 0.10% | 3,000 | -150 | -4.8% | -$1.23万 | 减仓 |
| ADSK | AUTODESK INC | $22.00万 | 0.09% | 919 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $21.97万 | 0.09% | 3,080 | -110 | -3.4% | -$7,846 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.23万 | 0.08% | 987 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $21.00万 | 0.08% | 864 | -490 | -36.2% | -$11.91万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $20.60万 | 0.08% | 1,050 | 1,050 | — | $20.60万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.02万 | 0.08% | 7,540 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $17.09万 | 0.07% | 19,800 | 7,500 | 61.0% | $6.47万 | 加仓 |
| — | INVESCO MUNI INCOME OPP TRST | $11.99万 | 0.05% | 19,526 | 8,291 | 73.8% | $5.09万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $5.12万 | 0.02% | 21,000 | 0 | 0.0% | — | 不变 |
| 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 |