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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $38.17万 | 0.13% | 397 | -6 | -1.5% | -$5,769 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $36.44万 | 0.12% | 2,664 | 176 | 7.1% | $2.41万 | 加仓 |
| EBAY | EBAY INC. | $35.17万 | 0.12% | 3,147 | -47 | -1.5% | -$5,252 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.18万 | 0.12% | 10,964 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $31.65万 | 0.11% | 3,219 | -66 | -2.0% | -$6,490 | 减仓 |
| VUG | VANGUARD INDEX FDS | $31.42万 | 0.11% | 3,648 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $31.27万 | 0.11% | 1,157 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $30.20万 | 0.10% | 12,000 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $29.62万 | 0.10% | 2,340 | 326 | 16.2% | $4.13万 | 加仓 |
| V | VISA INC | $28.04万 | 0.09% | 817 | -55 | -6.3% | -$1.89万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $27.07万 | 0.09% | 527 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $26.92万 | 0.09% | 2,277 | -33 | -1.4% | -$3,901 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $26.35万 | 0.09% | 5,590 | -50 | -0.9% | -$2,357 | 减仓 |
| EXC | EXELON CORP | $25.66万 | 0.09% | 5,503 | -84 | -1.5% | -$3,916 | 减仓 |
| EVRG | EVERGY INC | $25.52万 | 0.09% | 2,953 | -47 | -1.6% | -$4,062 | 减仓 |
| SYY | SYSCO CORP | $25.42万 | 0.09% | 3,041 | -39 | -1.3% | -$3,260 | 减仓 |
| — | EXXON MOBIL CORP | $24.62万 | 0.08% | 1,801 | 203 | 12.7% | $2.78万 | 加仓 |
| LOW | LOWES COS INC | $23.90万 | 0.08% | 1,084 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $23.01万 | 0.08% | 1,213 | 1,213 | — | $23.01万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $22.88万 | 0.08% | 1,050 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $22.32万 | 0.08% | 8,832 | -451 | -4.9% | -$1.14万 | 重新持有 |
| QCOM | QUALCOMM INC | $21.90万 | 0.07% | 1,185 | -100 | -7.8% | -$1.85万 | 重新持有 |
| TROW | PRICE T ROWE GROUP INC | $21.43万 | 0.07% | 1,885 | -109 | -5.5% | -$1.24万 | 重新持有 |
| KO | COCA COLA CO | $21.24万 | 0.07% | 2,614 | 2,614 | — | $21.24万 | 新建仓 |
| IWM | ISHARES TR | $20.91万 | 0.07% | 696 | 696 | — | $20.91万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.70万 | 0.07% | 7,540 | 0 | 0.0% | — | 不变 |
| KYTX | KYVERNA THERAPEUTICS INC | $17.64万 | 0.06% | 19,800 | 0 | 0.0% | — | 不变 |
| — | INVESCO MUNI INCOME OPP TRST | $12.13万 | 0.04% | 19,526 | 0 | 0.0% | — | 不变 |
| ALLO | ALLOGENE THERAPEUTICS INC | $4.37万 | 0.01% | 21,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -54,284 | -100.0% | -$155.85万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -11,866 | -100.0% | -$140.27万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -25,230 | -100.0% | -$118.36万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -919 | -100.0% | -$22.00万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -864 | -100.0% | -$21.00万 | 清仓 |