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Livermore
Livermore
中文EN

Phoenix Wealth Advisors

SEC CIK
0001842362
最新申報
2026/7/31

2021 年第 4 季持倉

持倉截至 2021/12/31，2022/2/11 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
121
較 2021 年第 3 季 −254
總值
$1.32 億
較 2021 年第 3 季 −$150.4 萬 (−1.1%)
申報日
2022/2/11
SEC
Phoenix Wealth Advisors 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Amplify ETF Tr032108409CWP ENHANCED DIV171,101$653.4 萬4.9%−5,688−3.2%減碼–
MSFTMicrosoft CorpStock16,471$554.0 萬4.2%+723+4.6%加碼歷史
HDHome Depot, Inc.Stock10,404$431.8 萬3.3%+339+3.4%加碼歷史
ETNEaton Corp plcStock22,077$381.5 萬2.9%+907+4.3%加碼歷史
CSCOCisco Systems, Inc.Stock59,472$376.9 萬2.8%+2,356+4.1%加碼歷史
PGProcter & Gamble CoStock20,791$340.1 萬2.6%−1,058−4.8%減碼歷史
JPMJPMorgan Chase & CoStock21,334$337.8 萬2.6%+1,208+6.0%加碼歷史
AAPLApple Inc.Stock18,937$336.3 萬2.5%+1,483+8.5%加碼歷史
PAYXPaychex IncStock24,309$331.8 萬2.5%−1,553−6.0%減碼歷史
PEPPepsiCo IncStock18,717$325.1 萬2.5%−930−4.7%減碼歷史
JNJJohnson & JohnsonStock18,712$320.1 萬2.4%+1,175+6.7%加碼歷史
FASTFastenal CoStock49,278$315.7 萬2.4%−3,588−6.8%減碼歷史
FITBFifth Third BancorpCOM70,012$304.9 萬2.3%−2,922−4.0%減碼歷史
BRK.BBerkshire Hathaway IncStock10,047$300.4 萬2.3%−314−3.0%減碼歷史
VZVerizon Communications IncStock57,321$297.8 萬2.2%+1,236+2.2%加碼歷史
DRIDarden Restaurants IncCOM19,623$295.6 萬2.2%+118+0.6%加碼歷史
NEENextera Energy IncStock31,653$295.5 萬2.2%+2,128+7.2%加碼歷史
SUISun Communities IncCOM13,979$293.5 萬2.2%−664−4.5%減碼歷史
TXNTexas Instruments IncStock14,950$281.8 萬2.1%−484−3.1%減碼歷史
UPSUnited Parcel Service IncStock12,919$276.9 萬2.1%−476−3.6%減碼歷史
TSLATesla, Inc.Stock2,596$274.3 萬2.1%−279−9.7%減碼歷史
GRMNGarmin LtdSHS19,441$264.7 萬2.0%−1,129−5.5%減碼歷史
ABRArbor Realty Trust IncCOM113,943$208.7 萬1.6%−5,149−4.3%減碼歷史
PKGPackaging Corp of AmericaStock15,136$206.1 萬1.6%−412−2.6%減碼歷史
LMTLockheed Martin CorpStock5,486$195.0 萬1.5%−381−6.5%減碼歷史
CCICrown Castle Inc.REIT8,270$172.6 萬1.3%−213−2.5%減碼歷史
UNPUnion Pacific CorpStock6,503$163.8 萬1.2%+5,883+948.9%加碼歷史
Engine No 1 ETF Trust29287L106TRANSFRM 500 ETF29,135$163.0 萬1.2%+28,835+9,611.7%加碼–
DHRDanaher CorpStock4,002$131.7 萬1.0%−497−11.0%減碼歷史
TDOCTeladoc Health, Inc.COM13,521$124.1 萬0.9%+4,561+50.9%加碼歷史
NVDANVIDIA CorpStock4,177$122.8 萬0.9%−389−8.5%減碼歷史
ROKURoku, IncCOM CL A4,858$110.9 萬0.8%+886+22.3%加碼歷史
UUnity Software Inc.COM7,713$110.3 萬0.8%−809−9.5%減碼歷史
COINCoinbase Global, Inc.COM CL A4,045$102.1 萬0.8%−706−14.9%減碼歷史
SHOPShopify Inc.Stock710$97.9 萬0.7%−73−9.3%減碼歷史
SPOTSpotify Technology S.A.Stock4,118$96.4 萬0.7%−507−11.0%減碼歷史
WMTWalmart Inc.Stock6,598$95.5 萬0.7%+1,666+33.8%加碼歷史
ADBEAdobe Inc.Stock1,513$85.8 萬0.6%+13+0.9%加碼歷史
HONHoneywell International IncCOM4,102$85.5 萬0.6%−315−7.1%減碼歷史
ARK Innovation ETF00214Q104ETF8,971$84.9 萬0.6%+55+0.6%加碼–
MRKMerck & Co., Inc.Stock10,980$84.2 萬0.6%+3,501+46.8%加碼歷史
AMGNAmgen IncStock3,630$81.7 萬0.6%−83−2.2%減碼歷史
MAMastercard IncStock2,263$81.3 萬0.6%−243−9.7%減碼歷史
HUBSHubSpot IncCOM1,222$80.5 萬0.6%−131−9.7%減碼歷史
AMATApplied Materials IncStock4,941$77.8 萬0.6%−423−7.9%減碼歷史
EXASExact Sciences CorpCOM9,459$73.6 萬0.6%+3,343+54.7%加碼歷史
LRCXLam Research CorpCOM1,017$73.1 萬0.6%−102−9.1%減碼歷史
GNRCGenerac Holdings Inc.Stock2,048$72.1 萬0.5%−201−8.9%減碼歷史
INTCIntel CorpStock13,630$70.2 萬0.5%−1,097−7.4%減碼歷史
ALGNAlign Technology IncCOM1,060$69.7 萬0.5%−105−9.0%減碼歷史
TRMBTrimble Inc.COM7,792$67.9 萬0.5%−826−9.6%減碼歷史
COSTCostco Wholesale CorpStock1,167$66.3 萬0.5%+15+1.3%加碼歷史
IDXXIDEXX Laboratories IncCOM974$64.1 萬0.5%−153−13.6%減碼歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF6,285$63.8 萬0.5%−1,341−17.6%減碼–
PFEPfizer IncStock10,254$60.5 萬0.5%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock3,075$58.0 萬0.4%−335−9.8%減碼歷史
XYZBlock, Inc.CL A3,531$57.0 萬0.4%−408−10.4%減碼歷史
MDTMedtronic plcStock5,301$54.8 萬0.4%+2,581+94.9%加碼歷史
TGTTarget CorpStock2,337$54.1 萬0.4%00.0%不變歷史
BURLBurlington Stores, Inc.COM1,776$51.8 萬0.4%−294−14.2%減碼歷史
SNAPSnap IncStock10,969$51.6 萬0.4%−1,575−12.6%減碼歷史
NTLAIntellia Therapeutics, Inc.COM4,316$51.0 萬0.4%−439−9.2%減碼歷史
CRSPCRISPR Therapeutics AGNAMEN AKT6,619$50.2 萬0.4%+1,368+26.1%加碼歷史
CMECME Group Inc.COM2,179$49.8 萬0.4%+1,425+189.0%加碼歷史
PLTRPalantir Technologies Inc.Stock26,920$49.0 萬0.4%−4,291−13.7%減碼歷史
GOOGLAlphabet Inc.Stock168$48.7 萬0.4%+9+5.7%加碼歷史
CMCSAComcast CorpStock9,206$46.3 萬0.3%+6,547+246.2%加碼歷史
BXBlackstone Inc.COM3,395$43.9 萬0.3%00.0%不變歷史
ORCLOracle CorpStock5,010$43.7 萬0.3%−813−14.0%減碼歷史
MSIMotorola Solutions, Inc.Stock1,595$43.3 萬0.3%+1,247+358.3%加碼歷史
APDAir Products & Chemicals, Inc.Stock1,414$43.0 萬0.3%+1,086+331.1%加碼歷史
ELEstee Lauder Companies IncCL A1,152$42.6 萬0.3%00.0%不變歷史
LLYEli Lilly & CoStock1,534$42.4 萬0.3%00.0%不變歷史
CBChubb LtdStock2,123$41.0 萬0.3%+1,722+429.4%加碼歷史
AMZNAmazon Com IncStock121$40.3 萬0.3%+8+7.1%加碼歷史
AXPAmerican Express CoStock2,457$40.2 萬0.3%−515−17.3%減碼歷史
ABBVAbbVie Inc.Stock2,868$38.8 萬0.3%00.0%不變歷史
ULTAUlta Beauty, Inc.Stock922$38.0 萬0.3%−212−18.7%減碼歷史
ADMArcher-Daniels-Midland CoStock5,310$35.9 萬0.3%−1,155−17.9%減碼歷史
TROWPrice T Rowe Group IncStock1,798$35.4 萬0.3%−399−18.2%減碼歷史
Vanguard Dividend Appreciation ETF921908844ETF2,037$35.0 萬0.3%00.0%不變–
ECLEcolab Inc.Stock1,486$34.9 萬0.3%−340−18.6%減碼歷史
BLKBlackRock, Inc.COM376$34.4 萬0.3%−83−18.1%減碼歷史
DISWalt Disney CoStock2,170$33.6 萬0.3%00.0%不變歷史
MCDMcDonalds CorpStock1,195$32.0 萬0.2%00.0%不變歷史
GISGeneral Mills IncStock4,741$31.9 萬0.2%−846−15.1%減碼歷史
ABTAbbott LaboratoriesStock2,254$31.7 萬0.2%00.0%不變歷史
KMBKimberly Clark CorpStock2,200$31.4 萬0.2%+250+12.8%加碼歷史
DDominion Energy, IncStock3,931$30.9 萬0.2%−896−18.6%減碼歷史
WFCWells Fargo & CompanyStock6,362$30.5 萬0.2%00.0%不變歷史
ALLAllstate CorpStock2,547$30.0 萬0.2%−23−0.9%減碼歷史
GNTXGentex CorpCOM8,383$29.2 萬0.2%−1,962−19.0%減碼歷史
SYKStryker CorpStock1,081$28.9 萬0.2%−250−18.8%減碼歷史
CVXChevron CorpStock2,440$28.6 萬0.2%+1,000+69.4%加碼歷史
IAUiShares Gold TrustETF7,987$27.8 萬0.2%−1,960−19.7%減碼歷史
IBMInternational Business Machines CorpStock1,990$26.6 萬0.2%+290+17.1%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock1,231$26.2 萬0.2%−260−17.4%減碼歷史
EXCExelon CorpStock4,460$25.8 萬0.2%−1,021−18.6%減碼歷史
ADSKAutodesk, Inc.COM919$25.8 萬0.2%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF537$25.6 萬0.2%+537新進–

2021 年第 3 季之後清倉（255 檔）

2021 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 255 檔。

Phoenix Wealth Advisors 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
PATHUiPath, Inc.Stock13,553$71.3 萬0.5%歷史
TWLOTwilio IncCL A2,040$65.1 萬0.5%歷史
ZZillow Group, Inc.CL C CAP STK7,288$64.2 萬0.5%歷史
DOCUDocuSign, Inc.Stock2,306$59.4 萬0.4%歷史
CTXSCitrix Systems IncCOM2,995$32.2 萬0.2%歷史
EBAYeBay IncCOM3,335$23.2 萬0.2%歷史
EVRGEvergy, Inc.Stock3,250$20.2 萬0.2%歷史
BABoeing CoStock899$19.8 萬0.1%歷史
GOOGAlphabet Inc.Stock69$18.4 萬0.1%歷史
LAMRLamar Advertising CoREIT1,617$18.3 萬0.1%歷史
AEPAmerican Electric Power Co IncStock2,235$18.1 萬0.1%歷史
PPGPPG Industries IncStock1,243$17.8 萬0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF3,320$16.6 萬0.1%–
AMTAmerican Tower CorpREIT604$16.0 萬0.1%歷史
NTRSNorthern Trust CorpCOM1,434$15.5 萬0.1%歷史
NSCNorfolk Southern CorpStock600$14.4 萬0.1%歷史
METAMeta Platforms, Inc.Stock415$14.1 萬0.1%歷史
RVTYRevvity, Inc.COM806$14.0 萬0.1%歷史
WisdomTree Tr97717W208US HIGH DIVIDEND1,788$13.8 萬0.1%–
Vanguard Morningstar Value ETF922908744ETF1,011$13.7 萬0.1%–
DUKDuke Energy CORPStock1,398$13.6 萬0.1%歷史
EPDEnterprise Products Partners L.P.Stock6,215$13.4 萬0.1%歷史
Discovery Inc25470F302COM SER C5,440$13.2 萬0.1%–
WisdomTree Tr97717W307US LARGECAP DIVD1,100$13.1 萬0.1%–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT858$12.9 萬0.1%–
iShares Russell Mid-Cap Growth ETF464287481ETF1,146$12.8 萬0.1%–
LOWLowes Companies IncStock631$12.8 萬0.1%歷史
TAT&T Inc.Stock4,622$12.5 萬0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF510$12.1 萬0.1%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,064$11.9 萬0.1%歷史
DDDuPont de Nemours, Inc.COM1,714$11.7 萬0.1%歷史
KOCoca Cola CoStock2,191$11.5 萬0.1%歷史
PNCPNC Financial Services Group, Inc.Stock572$11.2 萬0.1%歷史
FFord Motor CoStock7,612$10.8 萬0.1%歷史
CMICummins IncStock471$10.6 萬0.1%歷史
MMM3M CoStock583$10.2 萬0.1%歷史
iShares Russell 2000 Growth ETF464287648ETF325$9.50 萬0.1%–
CLColgate Palmolive CoStock1,220$9.20 萬0.1%歷史
BMYBristol Myers Squibb CoStock1,475$8.70 萬0.1%歷史
EMREmerson Electric CoStock915$8.60 萬0.1%歷史
Invesco QQQ Trust Series I46090E103ETF230$8.20 萬0.1%–
DOWDow Inc.Stock1,389$8.00 萬0.1%歷史
WMBWilliams Companies, Inc.COM3,100$8.00 萬0.1%歷史
STAGSTAG Industrial, Inc.COM2,000$7.90 萬0.1%歷史
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,400$7.70 萬0.1%–
BDXBecton Dickinson & CoStock300$7.40 萬0.1%歷史
BIIBBiogen Inc.COM263$7.40 萬0.1%歷史
MPWRMonolithic Power Systems, Inc.COM150$7.30 萬0.1%歷史
BAXBaxter International IncStock900$7.20 萬0.1%歷史
EDConsolidated Edison IncStock987$7.20 萬0.1%歷史
Global X FDS37954Y624AUTONMOUS EV ETF2,575$7.10 萬0.1%–
Kraneshares Tr500767827ELEC VEH FUTUR1,524$7.10 萬0.1%–
CATCaterpillar IncStock364$7.00 萬0.1%歷史
RJFRaymond James Financial IncCOM750$6.90 萬0.1%歷史
ITWIllinois Tool Works IncStock325$6.70 萬0.1%歷史
MTNVail Resorts IncCOM200$6.70 萬0.1%歷史
SPYSPDR S&P 500 ETF TrustETF153$6.60 萬<0.1%歷史
SPDR Series Trust78464A607ST STR DOW REIT625$6.60 萬<0.1%–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP1,400$6.40 萬<0.1%歷史
BBYBest Buy Co IncStock593$6.30 萬<0.1%歷史
ORealty Income CorpREIT950$6.20 萬<0.1%歷史
GLDSPDR Gold TrustETF370$6.10 萬<0.1%歷史
ARK ETF Tr00214Q302GENOMIC REV ETF807$6.00 萬<0.1%–
DGDollar General CorpCOM278$5.90 萬<0.1%歷史
SNYSanofiSPONSORED ADR1,222$5.90 萬<0.1%歷史
ProShares Tr74347B169ONLINE RTL ETF878$5.80 萬<0.1%–
DEDeere & CoStock166$5.60 萬<0.1%歷史
FIVNFive9, Inc.COM336$5.40 萬<0.1%歷史
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF600$5.40 萬<0.1%–
UNHUnitedHealth Group IncStock136$5.30 萬<0.1%歷史
SHWSherwin Williams CoCOM186$5.20 萬<0.1%歷史
iShares Tr464288802ESG OPTIMIZED540$5.20 萬<0.1%–
TJXTJX Companies IncStock756$5.00 萬<0.1%歷史
HSYHershey CoCOM298$5.00 萬<0.1%歷史
iShares Tr464288570ESG MSCI KLD ETF600$5.00 萬<0.1%–
MHIPioneer Municipal High Income Fund, Inc.COM SHS4,100$5.00 萬<0.1%歷史
MPCMarathon Petroleum CorpStock800$4.90 萬<0.1%歷史
HCAHCA Healthcare, Inc.COM197$4.80 萬<0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA480$4.70 萬<0.1%–
PMPhilip Morris International Inc.Stock482$4.60 萬<0.1%歷史
iShares Russell 1000 Value ETF464287598ETF297$4.60 萬<0.1%–
BACBank of America CorpStock1,070$4.50 萬<0.1%歷史
iShares U.S. Medical Devices ETF464288810ETF660$4.10 萬<0.1%–
GILDGilead Sciences, Inc.Stock591$4.10 萬<0.1%歷史
iShares Tr4642874407-10 YR TRSY BD358$4.10 萬<0.1%–
LCIDLucid Group, Inc.COM1,560$4.00 萬<0.1%歷史
MMUWestern Asset Managed Municipals Fund Inc.COM3,000$4.00 萬<0.1%歷史
DNPDNP Select Income Fund IncCOM3,714$4.00 萬<0.1%歷史
CCLCarnival Corp Ltd.UNIT 99/99/99991,600$4.00 萬<0.1%歷史
APAMArtisan Partners Asset Management Inc.CL A800$3.90 萬<0.1%歷史
iShares Tr464288760US AER DEF ETF360$3.80 萬<0.1%–
State Street Energy Select Sector SPDR ETF81369Y506ETF710$3.70 萬<0.1%–
iShares Tr464287580US CONSUM DISCRE484$3.70 萬<0.1%–
Vanguard Ftse Developed Markets ETF921943858ETF719$3.60 萬<0.1%–
WYWeyerhaeuser CoCOM NEW1,000$3.60 萬<0.1%歷史
iShares Tr464287549EXPND TEC SC ETF90$3.60 萬<0.1%–
ASANAsana, Inc.CL A335$3.50 萬<0.1%歷史
BCEBce IncCOM NEW700$3.50 萬<0.1%歷史
CPRTCopart IncCOM250$3.50 萬<0.1%歷史
SBUXStarbucks CorpStock306$3.40 萬<0.1%歷史