PW

Phoenix Wealth Advisors

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$2.5亿

申报季度: 2026-03-31 · 持股只数: 126

Phoenix Wealth Advisors在最新一期 13F 报告中披露了 126 项持股，申报期为 2026-03-31，总持股市值约为 US$2.5亿，季度换手率为 12.8%。

机构性格雪花图

集中度
13.64
持仓稳定性
12.75
动能／逆势
100
行业集中度
58.92
多样化
100
仓位均衡度
81.77

近期动向

  • 减仓 MSFT

    -2.3%　-US$247.4万

  • 加仓 APD

    +492.2%　US$173.0万

  • 减仓 VOTE

    -50.1%　-US$137.6万

  • 加仓 MPC

    -2.6%　US$114.7万

  • 加仓 GOVT

    +10.8%　US$93.5万

  • 加仓 JMST

    +9.7%　US$92.9万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1JPSTJpmorgan Ultra-short IncomeETF-其他12.93%—+0.05%
2VEAVanguard Ftse Developed ETFETF-其他5.32%+0.26%-0.03%
3ISCFIshares International SmallETF-其他4.33%-0.23%-8.36%
4JMSTJPM Ultra-short Muni IncomeETF-其他4.13%+0.47%+9.67%
5GOVTIshares US Treasury Bond ETFETF-政府公债3.98%+0.47%+10.79%
6AAPLApple INC股票-科技3.07%-0.42%-8.12%
7DIVOAmplify Cwp Enhan Divid ETFETF-其他2.98%-0.13%-7.44%
8MSFTMicrosoft CORP股票-科技2.89%-0.88%-2.33%
9IUSGIshares Core S&p U.s. GrowthETF-其他2.85%-0.19%-0.94%
10RSPInvesco S&p 500 Equal WeightETF-大型股与成长2.22%+0.13%+3.33%
11SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长2.14%—+1.25%
12SPEMState Street Sp Ptf Em ETFETF-其他2.06%+0.12%+2.86%
13PULSPgim Ultra Short Bond ETFETF-其他2.04%—-0.23%
14WMTWalmart INC股票-非周期性消费1.77%+0.15%-4.42%
15BRK-BBerkshire Hathaway Inc-cl B股票-其他1.71%-0.04%—
16ETNEaton Corporation plc股票-工业1.68%+0.18%-3.17%
17AVGOBroadcom INC股票-科技1.63%-0.24%-4.92%
18JNJJohnson & Johnson股票-医疗保健1.62%+0.23%-3.80%
19JPMJpmorgan Chase & Co股票-金融1.61%-0.16%-3.48%
20MPCMarathon Petroleum CORP股票-能源1.43%+0.48%-2.57%
21ADIAnalog Devices INC股票-科技1.18%—-13.41%
22ABBVAbbvie INC股票-医疗保健1.12%-0.08%-4.62%
23CMECme Group INC股票-金融1.10%—-5.98%
24SPYDSs Spdr P S&p 500 Hi Div ETFETF-大型股与成长1.07%—-2.87%
25MSIMotorola Solutions INC股票-科技1.05%+0.11%-3.71%
26CBChubb Limited股票-金融1.02%—-6.18%
27VTWVVanguard Russell 2000 ValueETF-中小型股0.96%—-2.30%
28JNJJohnson & Johnson股票-医疗保健0.95%—-5.34%
29DRIDarden Restaurants INC股票-周期性消费0.91%—-8.44%
30VZVerizon Communications INC股票-通信服务0.88%+0.17%-2.16%
31UNPUnion Pacific CORP股票-工业0.87%—-7.48%
32HDHome Depot INC股票-周期性消费0.86%-0.05%-3.46%
33NEENextera Energy INC股票-公用事业0.83%+0.10%-4.40%
34CMICummins INC股票-工业0.82%-0.36%-35.60%
35APDAir Products & Chemicals INC股票-原材料0.80%+0.69%+492.25%
36ETREntergy CORP股票-公用事业0.72%+0.14%-0.63%
37WFCWells Fargo & Co股票-金融0.69%-0.12%-3.24%
38FASTFastenal Co股票-工业0.68%—-6.56%
39MINTPimco Enhanced Short MaturitETF-其他0.65%—-3.60%
40CMCSAComcast Corp-class A股票-通信服务0.62%—-1.24%
41ZTSZoetis INC股票-医疗保健0.55%+0.55%NEW
42EMNTPimco Enhcd St M-active EsgETF-其他0.54%—-5.79%
43COSTCostco Wholesale CORP股票-非周期性消费0.51%+0.07%-0.69%
44ARKWArk Next Generation InternetETF-其他0.51%-0.11%-2.67%
45DTCRGlobal X Data Center & DigitETF-其他0.50%—+0.03%
46VOTETcw Transform 500 ETFETF-其他0.49%-0.52%-50.05%
47NVDANvidia CORP股票-科技0.49%—-2.22%
48FISFidelity National Info Serv股票-科技0.47%-0.21%-5.14%
49GAMRAmplify Video Game Ldrs ETFETF-其他0.46%-0.09%-2.72%
50ISCGIshares Morningstar Small-caETF-其他0.43%—+0.53%
1–50 of 126

本季持股变动

Phoenix Wealth Advisors 在 2026-03-31 最显著的持仓异动： 清仓: Medtronic plc (MDT); 新建仓: Zoetis INC (ZTS); 新建仓: Invesco S&p Global Water Ind (CGW); 新建仓: Exxon Mobil CORP (XOM); 清仓: Abbott Laboratories (ABT).

Phoenix Wealth Advisors 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1APDAir Products & Chemicals INC+0.7%+492.25%加仓
2MPCMarathon Petroleum CORP+0.5%-2.57%减仓
3GOVTIshares US Treasury Bond ETF+0.5%+10.79%加仓
4JMSTJPM Ultra-short Muni Income+0.5%+9.67%加仓
5VEAVanguard Ftse Developed ETF+0.3%-0.03%减仓
6JNJJohnson & Johnson+0.2%-3.80%减仓
7ETNEaton Corporation plc+0.2%-3.17%减仓
8VZVerizon Communications INC+0.2%-2.16%减仓
9WMTWalmart INC+0.2%-4.42%减仓
10ETREntergy CORP+0.1%-0.63%减仓
11RSPInvesco S&p 500 Equal Weight+0.1%+3.33%加仓
12SPEMState Street Sp Ptf Em ETF+0.1%+2.86%加仓
13MSIMotorola Solutions INC+0.1%-3.71%减仓
14NEENextera Energy INC+0.1%-4.40%减仓
15VLOValero Energy CORP+0.1%-3.82%减仓
16COSTCostco Wholesale CORP+0.1%-0.69%减仓
17BRK-BBerkshire Hathaway Inc-cl B0%—不变
18HDHome Depot INC-0.1%-3.46%减仓
19BUGGlobal X Cybersecurity ETF-0.1%-2.83%减仓
20CSCOCisco Systems INC-0.1%-18.85%减仓
21DHRDanaher CORP-0.1%-2.34%减仓
22GOOGLAlphabet Inc-cl A-0.1%-8.90%减仓
23ABBVAbbvie INC-0.1%-4.62%减仓
24ORCLOracle CORP-0.1%-3.33%减仓
25GAMRAmplify Video Game Ldrs ETF-0.1%-2.72%减仓
26FINXGlobal X Fintech ETF-0.1%-2.82%减仓
27ADBEAdobe INC-0.1%-36.19%减仓
28AXPAmerican Express Co-0.1%-9.05%减仓
29ARKWArk Next Generation Internet-0.1%-2.67%减仓
30WFCWells Fargo & Co-0.1%-3.24%减仓
31DIVOAmplify Cwp Enhan Divid ETF-0.1%-7.44%减仓
32JPMJpmorgan Chase & Co-0.2%-3.48%减仓
33IUSGIshares Core S&p U.s. Growth-0.2%-0.94%减仓
34FISFidelity National Info Serv-0.2%-5.14%减仓
35ISCFIshares International Small-0.2%-8.36%减仓
36AVGOBroadcom INC-0.2%-4.92%减仓
37MUMicron Technology INC-0.3%-66.78%减仓
38CMICummins INC-0.4%-35.60%减仓
39AAPLApple INC-0.4%-8.12%减仓
40VOTETcw Transform 500 ETF-0.5%-50.05%减仓
41MSFTMicrosoft CORP-0.9%-2.33%减仓
42MDTMedtronic plc—EXIT清仓
43ZTSZoetis INC—NEW新建仓
44CGWInvesco S&p Global Water Ind—NEW新建仓
45XOMExxon Mobil CORP—NEW新建仓
46ABTAbbott Laboratories—EXIT清仓
47QCOMQualcomm INC—EXIT清仓
48GNTXGentex CORP—EXIT清仓
49VTVVanguard Value ETF—NEW新建仓
50TROWT Rowe Price Group INC—EXIT清仓

FAQ

Phoenix Wealth Advisors 是什么机构？属于哪种投资人类型？
Phoenix Wealth Advisors 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.5亿，分布在 126 个已申报仓位之中。
Phoenix Wealth Advisors 目前前几大持股有哪些？
根据最新 13F 申报，Phoenix Wealth Advisors 按市值排列的前几大持股为： 1. Jpmorgan Ultra-short Income (JPST) — US$3273.7万 (12.9%) 2. Vanguard Ftse Developed ETF (VEA) — US$1348.1万 (5.3%) 3. Ishares International Small (ISCF) — US$1095.7万 (4.3%) 4. JPM Ultra-short Muni Income (JMST) — US$1044.9万 (4.1%) 5. Ishares US Treasury Bond ETF (GOVT) — US$1007.0万 (4.0%)
Phoenix Wealth Advisors 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Phoenix Wealth Advisors 共进行了 49 项显著调整：新建仓 4 个仓位、加仓 5 个既有持股、减仓 35 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Medtronic plc (MDT); 新建仓: Zoetis INC (ZTS); 新建仓: Invesco S&p Global Water Ind (CGW); 新建仓: Exxon Mobil CORP (XOM); 清仓: Abbott Laboratories (ABT)
Phoenix Wealth Advisors 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Phoenix Wealth Advisors 的主要板块分布如下： • Information Technology: 34.4% • Financials: 17.8% • Health Care: 15.4% • Consumer Staples: 10.1% • Communication Services: 6.5% • Energy: 5.5%