Grey Fox Wealth Advisors, LLC
ROCKLAND DE · SEC CIK 0001965362
$5.26亿2026Q1 申报市值
140持仓数
62.0%前十大占比 · 第一大 13.1%
1 / 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
BIV 加仓+$823.93万
VEA 加仓+$367.90万
VCSH 加仓+$304.17万
VTV 加仓+$278.02万
SPEM 加仓+$273.30万
2026Q1 卖出最多 按季末市值估算
State Street Ins 减仓-$775.07万
BLV 减仓-$539.37万
ILTB 减仓-$64.43万
ACN 清仓-$21.79万
PLTR 清仓-$21.12万
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 |
|---|---|---|---|---|---|---|---|---|
| EFAV | Ishare Edge MSCI Min Vol EAFE ETF | $41.88万 | 0.08% | 4,583 | 0 | 0.0% | — | 不变 |
| SCHX | Schwab US Large Cap ETF | $41.62万 | 0.08% | 16,234 | 14,378 | 774.7% | $36.87万 | 重新持有 |
| FIVE | Five Below | $40.49万 | 0.08% | 1,772 | 0 | 0.0% | — | 不变 |
| VIG | Vanguard Dividend Appreciation ETF | $39.90万 | 0.08% | 1,855 | -76 | -3.9% | -$1.63万 | 减仓 |
| — | Vanguard Target Retirement 2070 Fund | $39.05万 | 0.07% | 12,453 | 178 | 1.5% | $5,582 | 加仓 |
| SYK | Stryker Corp | $38.60万 | 0.07% | 1,172 | -124 | -9.6% | -$4.08万 | 减仓 |
| ET | Energy Transfer LP | $35.57万 | 0.07% | 18,428 | 120 | 0.7% | $2,316 | 加仓 |
| VCIT | Vanguard Intermediate Term Co ETF IV | $33.63万 | 0.06% | 4,064 | 29 | 0.7% | $2,400 | 加仓 |
| — | State Street Inst U.S. Equity | $31.93万 | 0.06% | 655 | -15,901 | -96.0% | -$775.07万 | 减仓 |
| DHR | Danaher Corp | $31.29万 | 0.06% | 1,647 | 0 | 0.0% | — | 不变 |
| IYJ | iShares US Industrials ETF | $31.28万 | 0.06% | 2,120 | 4 | 0.2% | $590 | 加仓 |
| RSPN | Invsc SP 500 Equal WGHT Indstrl ETF | $31.17万 | 0.06% | 5,414 | 12 | 0.2% | $691 | 加仓 |
| MRK | Merck & Co. Inc. | $29.54万 | 0.06% | 2,439 | 3 | 0.1% | $363 | 加仓 |
| XSD | SPDR S&P Semiconductor ETF | $29.29万 | 0.06% | 898 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc Class A | $29.16万 | 0.06% | 19,376 | 620 | 3.3% | $9,331 | 加仓 |
| — | Vanguard Federal Money Market Inv | $28.33万 | 0.05% | 283,300 | 8,152 | 3.0% | $8,152 | 加仓 |
| — | JPMORGAN SMARTRETIREMENT BLEND 2065 R6 | $28.22万 | 0.05% | 11,995 | 8,004 | 200.6% | $18.83万 | 重新持有 |
| RSP | Invesco S&P 500 Equal Weight ETF | $27.87万 | 0.05% | 1,452 | 6 | 0.4% | $1,152 | 加仓 |
| — | Vanguard Target Retirement 2060 Fund | $27.17万 | 0.05% | 19,805 | 1,627 | 9.0% | $2.23万 | 加仓 |
| IGSB | iShares TR Is 1-5 YR In GR CR BD ETF | $27.11万 | 0.05% | 5,158 | -581 | -10.1% | -$3.05万 | 减仓 |
| ORCL | Oracle Corp | $26.84万 | 0.05% | 1,824 | 545 | 42.6% | $8.02万 | 加仓 |
| META | Facebook Inc Class A | $25.88万 | 0.05% | 452 | 139 | 44.4% | $7.96万 | 加仓 |
| VOE | Vanguard Mid Cap Value ETF | $25.39万 | 0.05% | 1,378 | -303 | -18.0% | -$5.58万 | 减仓 |
| KLAC | Kla Corp | $24.76万 | 0.05% | 168 | 0 | 0.0% | — | 不变 |
| — | Vanguard High Yield Corp Adm | $24.17万 | 0.05% | 44,340 | 719 | 1.6% | $3,919 | 加仓 |
| SCHB | Schwab US Broad Market ETF | $24.15万 | 0.05% | 9,620 | 9,203 | 2,207.0% | $23.10万 | 重新持有 |
| DFUV | Dimensional US Marketwide Value ETF | $23.88万 | 0.05% | 4,927 | 18 | 0.4% | $872 | 加仓 |
| GILD | Gilead Sciences Inc | $23.76万 | 0.05% | 1,705 | 26 | 1.5% | $3,623 | 加仓 |
| CAT | Caterpillar Inc | $23.45万 | 0.04% | 331 | 19 | 6.1% | $1.35万 | 重新持有 |
| IWM | iShares Russell 2000 ETF | $23.09万 | 0.04% | 931 | 906 | 3,624.0% | $22.47万 | 重新持有 |
| SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | $22.57万 | 0.04% | 3,811 | 63 | 1.7% | $3,731 | 加仓 |
| ILTB | iShares Core 10 Year Usd Bond ETF | $22.28万 | 0.04% | 4,549 | -13,155 | -74.3% | -$64.43万 | 减仓 |
| HLNE | Hamilton Lane Inc Com CL A | $21.98万 | 0.04% | 2,199 | 0 | 0.0% | — | 不变 |
| CUBE | Cubesmart REIT | $21.95万 | 0.04% | 5,989 | 5,989 | — | $21.95万 | 新建仓 |
| — | Vanguard Emerging Markets Stock Index Fund - Admiral Class | $21.72万 | 0.04% | 4,879 | -81 | -1.6% | -$3,605 | 减仓 |
| TSCO | Tractor Supply Co Com | $20.95万 | 0.04% | 4,625 | -711 | -13.3% | -$3.22万 | 减仓 |
| SMLV | SPDR Ssga US SL CP LW VLT Inx ETF | $20.71万 | 0.04% | 1,511 | -100 | -6.2% | -$1.37万 | 重新持有 |
| V | Visa Inc Class A | $20.67万 | 0.04% | 684 | 54 | 8.6% | $1.63万 | 加仓 |
| SCHW | Charles Schwab Corp | $20.64万 | 0.04% | 2,197 | 8 | 0.4% | $752 | 加仓 |
| — | VANGUARD TREASURY MONEY MARKET INV | $3.29万 | 0.01% | 32,905 | 1,011 | 3.2% | $1,011 | 加仓 |
| ACN | Accenture PLC F Class A | $0 | 0.00% | 0 | -812 | -100.0% | -$21.79万 | 清仓 |
| PLTR | Palantir Technologies In Class A | $0 | 0.00% | 0 | -1,188 | -100.0% | -$21.12万 | 清仓 |
| IVW | iShares S&P 500 Growth ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |