Phoenix Wealth Advisors
- SEC CIK
- 0001842362
- 最新申報
- 2026/7/31
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/23 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 374
- 較 2021 年第 1 季 +15
- 總值
- $1.39 億
- 較 2021 年第 1 季 +$1,005 萬 (+7.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 174,340 | $629.2 萬 | 4.5% | +51,398+41.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 20,983 | $582.6 萬 | 4.2% | +233+1.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 21,115 | $316.1 萬 | 2.3% | −366−1.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 55,147 | $311.1 萬 | 2.2% | +1,470+2.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 20,035 | $307.4 萬 | 2.2% | −186−0.9% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 20,573 | $301.7 萬 | 2.2% | −207−1.0% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 56,764 | $300.7 萬 | 2.2% | −278−0.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 21,685 | $294.9 萬 | 2.1% | +831+4.0% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 15,392 | $294.3 萬 | 2.1% | +179+1.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 17,379 | $291.9 萬 | 2.1% | +737+4.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 19,534 | $291.3 萬 | 2.1% | +681+3.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,361 | $287.3 萬 | 2.1% | −307−2.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 13,339 | $281.8 萬 | 2.0% | −633−4.5% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 25,834 | $280.5 萬 | 2.0% | +992+4.0% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 13,956 | $278.6 萬 | 2.0% | −132−0.9% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 52,432 | $275.1 萬 | 2.0% | +677+1.3% | 加碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 71,978 | $268.6 萬 | 1.9% | +10,816+17.7% | 加碼 | 歷史 |
| SUISun Communities Inc | COM | 14,661 | $259.4 萬 | 1.9% | +268+1.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 17,496 | $248.5 萬 | 1.8% | −240−1.4% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 29,867 | $225.2 萬 | 1.6% | +1,365+4.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 29,167 | $219.1 萬 | 1.6% | +1,805+6.6% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,758 | $218.0 萬 | 1.6% | +93+1.6% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 15,384 | $208.8 萬 | 1.5% | +513+3.4% | 加碼 | 歷史 |
| ABRArbor Realty Trust Inc | COM | 117,447 | $208.1 萬 | 1.5% | +117,447 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 3,130 | $206.4 萬 | 1.5% | −387−11.0% | 減碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 3,846 | $167.4 萬 | 1.2% | −1,098−22.2% | 減碼 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 9,330 | $152.6 萬 | 1.1% | +184+2.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,479 | $124.8 萬 | 0.9% | +229+5.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 42,654 | $123.8 萬 | 0.9% | −21,616−33.6% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 4,640 | $122.3 萬 | 0.9% | −75−1.6% | 減碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 3,038 | $121.9 萬 | 0.9% | +784+34.8% | 加碼 | 歷史 |
| XYZBlock, Inc. | CL A | 4,822 | $119.0 萬 | 0.9% | −3,150−39.5% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 761 | $117.0 萬 | 0.8% | +10+1.3% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 9,136 | $116.2 萬 | 0.8% | −17,534−65.7% | 減碼 | – |
| ORealty Income Corp | REIT | 16,424 | $112.1 萬 | 0.8% | +15,474+1,628.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,808 | $105.1 萬 | 0.8% | +179+3.9% | 加碼 | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 20,256 | $103.4 萬 | 0.7% | +19,206+1,829.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,223 | $102.9 萬 | 0.7% | +135+3.3% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,398 | $99.4 萬 | 0.7% | −1,418−29.4% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 9,306 | $94.9 萬 | 0.7% | +642+7.4% | 加碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 2,189 | $94.0 萬 | 0.7% | +2,189 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 2,466 | $92.8 萬 | 0.7% | +1,756+247.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,115 | $92.3 萬 | 0.7% | +1,115 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,500 | $89.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 3,767 | $88.7 萬 | 0.6% | +3,767 | 新進 | 歷史 |
| UUnity Software Inc. | COM | 8,264 | $88.1 萬 | 0.6% | +2,216+36.6% | 加碼 | 歷史 |
| SNAPSnap Inc | Stock | 12,249 | $84.6 萬 | 0.6% | +12,249 | 新進 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 7,071 | $84.6 萬 | 0.6% | +34+0.5% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 14,687 | $82.4 萬 | 0.6% | +515+3.6% | 加碼 | 歷史 |
| FIVNFive9, Inc. | COM | 4,240 | $81.6 萬 | 0.6% | +3,965+1,441.8% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 1,326 | $79.8 萬 | 0.6% | +1,326 | 新進 | 歷史 |
| TWLOTwilio Inc | CL A | 1,912 | $75.4 萬 | 0.5% | +73+4.0% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 5,073 | $75.1 萬 | 0.5% | −2,486−32.9% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 6,025 | $73.5 萬 | 0.5% | +93+1.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 5,244 | $71.7 萬 | 0.5% | +5,244 | 新進 | 歷史 |
| TRMBTrimble Inc. | COM | 8,461 | $70.0 萬 | 0.5% | +8,461 | 新進 | 歷史 |
| ALGNAlign Technology Inc | COM | 1,145 | $69.2 萬 | 0.5% | +1,145 | 新進 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 4,592 | $68.6 萬 | 0.5% | −3,664−44.4% | 減碼 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 2,029 | $67.9 萬 | 0.5% | +2,029 | 新進 | 歷史 |
| LRCXLam Research Corp | COM | 1,088 | $67.7 萬 | 0.5% | +1,088 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 4,821 | $67.5 萬 | 0.5% | +136+2.9% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 2,262 | $65.2 萬 | 0.5% | −483−17.6% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,337 | $57.4 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 22,963 | $56.7 萬 | 0.4% | +22,963 | 新進 | 歷史 |
| TXG10x Genomics, Inc. | CL A COM | 2,881 | $55.4 萬 | 0.4% | +2,881 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,725 | $55.1 萬 | 0.4% | −295−14.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,971 | $54.5 萬 | 0.4% | +167+2.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,940 | $49.9 萬 | 0.4% | +248+9.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,780 | $48.0 萬 | 0.3% | +388+7.2% | 加碼 | 歷史 |
| NVTAInvitae Corp | COM | 14,253 | $47.4 萬 | 0.3% | −8,431−37.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,152 | $45.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,182 | $44.4 萬 | 0.3% | +222+11.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 113 | $41.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 10,350 | $40.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 454 | $40.5 萬 | 0.3% | +49+12.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 159 | $40.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,121 | $39.5 萬 | 0.3% | +100+9.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,207 | $38.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 6,408 | $38.1 萬 | 0.3% | +539+9.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,817 | $38.1 萬 | 0.3% | +174+10.6% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,152 | $36.8 萬 | 0.3% | −256−18.2% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,534 | $36.1 萬 | 0.3% | +9+0.6% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,319 | $34.9 萬 | 0.3% | +117+9.7% | 加碼 | 歷史 |
| CTXSCitrix Systems Inc | COM | 2,972 | $34.5 萬 | 0.2% | +258+9.5% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,570 | $33.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GNTXGentex Corp | COM | 10,242 | $33.8 萬 | 0.2% | +941+10.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 9,819 | $33.6 萬 | 0.2% | +701+7.7% | 加碼依 1 比 2 拆股換算 | 歷史 |
| MDTMedtronic plc | Stock | 2,635 | $33.5 萬 | 0.2% | +212+8.7% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 5,555 | $33.2 萬 | 0.2% | −30,563−84.6% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,395 | $33.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,476 | $32.4 萬 | 0.2% | +127+9.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,037 | $31.8 萬 | 0.2% | 00.0% | 不變 | – |
| AKAMAkamai Technologies Inc | COM | 2,644 | $31.0 萬 | 0.2% | +230+9.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,618 | $30.3 萬 | 0.2% | +21+0.8% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 1,336 | $29.7 萬 | 0.2% | +147+12.4% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 7,969 | $28.6 萬 | 0.2% | +684+9.4% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 3,777 | $28.5 萬 | 0.2% | +321+9.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,220 | $28.4 萬 | 0.2% | +12+1.0% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,362 | $27.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 919 | $27.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（21 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BIDUBaidu, Inc. | ADR | 3,873 | $85.1 萬 | 0.7% | 歷史 |
| PEverpure, Inc. | CL A | 27,957 | $61.4 萬 | 0.5% | 歷史 |
| TWSTTwist Bioscience Corp | COM | 4,170 | $51.0 萬 | 0.4% | 歷史 |
| PRLBProto Labs Inc | COM | 3,948 | $47.4 萬 | 0.4% | 歷史 |
| TWOU2U, LLC | COM | 10,080 | $40.8 萬 | 0.3% | 歷史 |
| PDPagerDuty, Inc. | COM | 9,693 | $39.9 萬 | 0.3% | 歷史 |
| EDITEditas Medicine, Inc. | COM | 8,783 | $37.6 萬 | 0.3% | 歷史 |
| TREELendingTree, Inc. | COM | 1,612 | $35.5 萬 | 0.3% | 歷史 |
| VCYTVeracyte, Inc. | COM | 6,640 | $35.0 萬 | 0.3% | 歷史 |
| MTLSMaterialise NV | SPONSORED ADS | 7,825 | $28.1 萬 | 0.2% | 歷史 |
| SSYSStratasys Ltd. | SHS | 8,506 | $21.5 萬 | 0.2% | 歷史 |
| MCRBSeres Therapeutics, Inc. | COM | 9,387 | $19.2 萬 | 0.1% | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 2,683 | $18.3 萬 | 0.1% | 歷史 |
| CGENCompugen Ltd | ORD | 12,353 | $10.8 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 440 | $9.60 萬 | 0.1% | – |
| GW Pharmaceuticals PLC36197T103 | ADS | 270 | $5.90 萬 | <0.1% | – |
| CTASCintas Corp | Stock | 80 | $2.80 萬 | <0.1% | 歷史 |
| WORKSlack Technologies, Inc. | COM CL A | 370 | $1.50 萬 | <0.1% | 歷史 |
| KYNBKyntra Bio, Inc. | COM | 200 | $7,000 | <0.1% | 歷史 |
| SPLKSplunk Inc | COM | 43 | $6,000 | <0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 62 | $5,000 | <0.1% | 歷史 |