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Phoenix Wealth Advisors · 13F 持仓分析
期权收益计算器 机构排行

Phoenix Wealth Advisors

No.5810 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.97亿
环比变动 Q1 2026
+$4,338.0万+17.1%
持仓股票数
129
新买入
8
加仓
42
减仓
62
清仓
5
持股不变
17
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
J摩根大通·ULTRA-SHORT INCOME ETFJPST
16.97%12.93%$5,031.6万99.5万股$3,273.7万64.7万股+34.8万股+53.82%加仓
V先锋领航·FTSEVEA
5.26%5.32%$1,558.8万21.9万股$1,348.1万21.0万股+8,407股+4.00%加仓
J摩根大通交易所交易基金JMST
4.49%4.13%$1,331.6万26.1万股$1,044.9万20.5万股+5.6万股+27.38%加仓
IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF
4.06%4.33%$1,203.6万27.8万股$1,095.7万26.2万股+1.6万股+6.04%加仓
IiShares安硕信托GJS
3.64%3.98%$1,078.9万47.4万股$1,007.0万44.0万股+3.4万股+7.75%加仓
IiShares安硕·S&PIUSG
3.07%2.85%$910.5万4.8万股$721.9万4.7万股+1,865股+4.01%加仓
苹果AAPL
3.05%3.07%$904.2万3.1万股$777.6万3.1万股+606股+1.98%加仓
PPGIM ULTRAPULS
2.81%2.04%$834.6万16.8万股$516.9万10.4万股+6.4万股+61.32%加仓
AAMPLIFY ETF TRDIVO
2.52%2.98%$746.1万16.3万股$754.6万16.8万股-4,983股-2.96%减仓
微软MSFT
2.45%2.89%$726.7万1.9万股$732.6万2.0万股-308股-1.56%减仓
I景顺交易所交易基金信托RSP
2.17%2.22%$642.2万3.0万股$562.8万2.9万股+857股+2.92%加仓
SSPDR道富指数基金SPEM
2%2.06%$594.2万11.5万股$521.1万11.1万股+3,677股+3.31%加仓
S道富SPYV
1.97%2.14%$585.6万9.6万股$542.9万9.6万股+385股+0.40%加仓
SSPDR道富系列信托SPYD
1.75%1.07%$519.4万10.9万股$269.8万5.9万股+5.0万股+83.70%加仓
伯克希尔哈撒韦BRK.B
1.7%1.71%$502.7万1.0万股$433.5万9,047股+1,000股+11.05%加仓
伊顿ETN
1.68%1.68%$499.0万1.2万股$424.5万1.2万股-158股-1.33%减仓
博通AVGO
1.65%1.63%$490.6万1.3万股$412.9万1.3万股-352股-2.64%减仓
摩根大通JPM
1.51%1.61%$447.0万1.4万股$406.5万1.4万股-164股-1.19%减仓
强生JNJ
1.46%1.62%$434.0万1.7万股$409.5万1.7万股+338股+2.02%加仓
沃尔玛WMT
1.36%1.77%$403.0万3.6万股$447.7万3.6万股-442股-1.23%减仓
马拉松石油MPC
1.24%1.43%$367.0万1.4万股$362.5万1.5万股-492股-3.31%减仓
ANALOG DEVICES COMADI
1.24%1.18%$366.5万9,228股$299.5万9,414股-186股-1.98%减仓
艾伯维ABBV
1.08%1.12%$321.7万1.3万股$283.6万1.3万股-256股-1.96%减仓
V先锋领航斯科茨代尔基金VTWV
1%0.96%$297.4万1.5万股$243.2万1.5万股+677股+4.66%加仓
康明斯CMI
0.91%0.82%$271.1万3,801股$208.1万3,868股-67股-1.73%减仓
CHUBB LIMITEDCB
0.9%1.02%$266.2万7,812股$258.9万7,944股-132股-1.66%减仓
江森自控JCI
0.88%0.95%$261.0万1.8万股$239.5万1.8万股-426股-2.33%减仓
摩托罗拉解决方案MSI
0.85%1.05%$251.2万6,049股$265.4万6,117股-68股-1.11%减仓
联合太平洋铁路UNP
0.81%0.87%$240.0万8,825股$221.4万9,125股-300股-3.29%减仓
达登饭店DRI
0.79%0.91%$235.3万1.1万股$229.4万1.2万股-281股-2.40%减仓
家得宝HD
0.77%0.86%$229.5万6,507股$218.7万6,648股-141股-2.12%减仓
芝加哥商品交易所CME
0.69%1.1%$204.6万9,263股$278.6万9,433股-170股-1.80%减仓
空气化工APD
0.67%0.8%$200.2万6,827股$202.0万6,953股-126股-1.81%减仓
WELLS FARGO NEWWFC
0.67%0.69%$198.3万2.4万股$173.5万2.2万股+2,206股+10.12%加仓
N新纪元能源NEE
0.65%0.83%$193.8万2.2万股$209.1万2.3万股-435股-1.93%减仓
威瑞森VZ
0.63%0.88%$187.2万4.4万股$222.1万4.4万股-33股-0.07%减仓
EntergyETR
0.62%0.72%$183.9万1.6万股$181.4万1.6万股-136股-0.84%减仓
IISHARES FUTURE AI & TECHETFARTY
0.59%0.42%$173.9万2.3万股$106.0万2.3万股+51股+0.22%加仓
FFASTENAL COMFAST
0.59%0.68%$173.7万3.6万股$172.5万3.7万股-1,008股-2.71%减仓
GGlobal X基金DTCR
0.54%0.5%$161.0万5.3万股$126.8万5.3万股+118股+0.22%加仓
AARK ETF TR WEB X.OARKW
0.52%0.51%$155.3万1.1万股$128.8万1.1万股+40股+0.37%加仓
PPIMCO太平洋投资管理ETFMINT
0.52%0.65%$154.8万1.5万股$165.3万1.6万股-1,082股-6.58%减仓
英伟达NVDA
0.48%0.49%$142.1万7,104股$123.6万7,085股+19股+0.27%加仓
TTCW ETF TRUSTVOTE
0.48%0.49%$141.3万1.6万股$124.5万1.6万股-297股-1.82%减仓
SERVICE INTLSCI
0.47%$140.3万1.8万股$00股+1.8万股新买入
AAMPLIFY ETF TRGAMR
0.47%0.46%$139.6万1.5万股$115.3万1.5万股+30股+0.20%加仓
IiShares安硕信托ISCG
0.45%0.43%$134.6万2.1万股$109.1万2.0万股+629股+3.16%加仓
美光科技MU
0.44%0.19%$129.9万1,125股$48.9万1,447股-322股-22.25%减仓
思科CSCO
0.44%0.33%$129.0万1.1万股$83.7万1.1万股+195股+1.81%加仓
PPIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUNDEMNT
0.42%0.54%$125.1万1.3万股$136.2万1.4万股-1,115股-8.10%减仓

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