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。
- 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%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 2,596 | $274.3 萬 | 2.1% | −279−9.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,919 | $276.9 萬 | 2.1% | −476−3.6% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,950 | $281.8 萬 | 2.1% | −484−3.1% | 減碼 | 歷史 |
| SUISun Communities Inc | COM | 13,979 | $293.5 萬 | 2.2% | −664−4.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 31,653 | $295.5 萬 | 2.2% | +2,128+7.2% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 19,623 | $295.6 萬 | 2.2% | +118+0.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 57,321 | $297.8 萬 | 2.2% | +1,236+2.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 10,047 | $300.4 萬 | 2.3% | −314−3.0% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 70,012 | $304.9 萬 | 2.3% | −2,922−4.0% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 49,278 | $315.7 萬 | 2.4% | −3,588−6.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 18,712 | $320.1 萬 | 2.4% | +1,175+6.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,717 | $325.1 萬 | 2.5% | −930−4.7% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 24,309 | $331.8 萬 | 2.5% | −1,553−6.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 18,937 | $336.3 萬 | 2.5% | +1,483+8.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,334 | $337.8 萬 | 2.6% | +1,208+6.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,791 | $340.1 萬 | 2.6% | −1,058−4.8% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 59,472 | $376.9 萬 | 2.8% | +2,356+4.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 22,077 | $381.5 萬 | 2.9% | +907+4.3% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,404 | $431.8 萬 | 3.3% | +339+3.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,471 | $554.0 萬 | 4.2% | +723+4.6% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 171,101 | $653.4 萬 | 4.9% | −5,688−3.2% | 減碼 | – |
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。
| 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. | Stock | 13,553 | $71.3 萬 | 0.5% | 歷史 |
| TWLOTwilio Inc | CL A | 2,040 | $65.1 萬 | 0.5% | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 7,288 | $64.2 萬 | 0.5% | 歷史 |
| DOCUDocuSign, Inc. | Stock | 2,306 | $59.4 萬 | 0.4% | 歷史 |
| CTXSCitrix Systems Inc | COM | 2,995 | $32.2 萬 | 0.2% | 歷史 |
| EBAYeBay Inc | COM | 3,335 | $23.2 萬 | 0.2% | 歷史 |
| EVRGEvergy, Inc. | Stock | 3,250 | $20.2 萬 | 0.2% | 歷史 |
| BABoeing Co | Stock | 899 | $19.8 萬 | 0.1% | 歷史 |
| GOOGAlphabet Inc. | Stock | 69 | $18.4 萬 | 0.1% | 歷史 |
| LAMRLamar Advertising Co | REIT | 1,617 | $18.3 萬 | 0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,235 | $18.1 萬 | 0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 1,243 | $17.8 萬 | 0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 3,320 | $16.6 萬 | 0.1% | – |
| AMTAmerican Tower Corp | REIT | 604 | $16.0 萬 | 0.1% | 歷史 |
| NTRSNorthern Trust Corp | COM | 1,434 | $15.5 萬 | 0.1% | 歷史 |
| NSCNorfolk Southern Corp | Stock | 600 | $14.4 萬 | 0.1% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 415 | $14.1 萬 | 0.1% | 歷史 |
| RVTYRevvity, Inc. | COM | 806 | $14.0 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 1,788 | $13.8 萬 | 0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,011 | $13.7 萬 | 0.1% | – |
| DUKDuke Energy CORP | Stock | 1,398 | $13.6 萬 | 0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 6,215 | $13.4 萬 | 0.1% | 歷史 |
| Discovery Inc25470F302 | COM SER C | 5,440 | $13.2 萬 | 0.1% | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 1,100 | $13.1 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 858 | $12.9 萬 | 0.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,146 | $12.8 萬 | 0.1% | – |
| LOWLowes Companies Inc | Stock | 631 | $12.8 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 4,622 | $12.5 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 510 | $12.1 萬 | 0.1% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,064 | $11.9 萬 | 0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 1,714 | $11.7 萬 | 0.1% | 歷史 |
| KOCoca Cola Co | Stock | 2,191 | $11.5 萬 | 0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 572 | $11.2 萬 | 0.1% | 歷史 |
| FFord Motor Co | Stock | 7,612 | $10.8 萬 | 0.1% | 歷史 |
| CMICummins Inc | Stock | 471 | $10.6 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 583 | $10.2 萬 | 0.1% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 325 | $9.50 萬 | 0.1% | – |
| CLColgate Palmolive Co | Stock | 1,220 | $9.20 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 1,475 | $8.70 萬 | 0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 915 | $8.60 萬 | 0.1% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 230 | $8.20 萬 | 0.1% | – |
| DOWDow Inc. | Stock | 1,389 | $8.00 萬 | 0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 3,100 | $8.00 萬 | 0.1% | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 2,000 | $7.90 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 1,400 | $7.70 萬 | 0.1% | – |
| BDXBecton Dickinson & Co | Stock | 300 | $7.40 萬 | 0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 263 | $7.40 萬 | 0.1% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 150 | $7.30 萬 | 0.1% | 歷史 |
| BAXBaxter International Inc | Stock | 900 | $7.20 萬 | 0.1% | 歷史 |
| EDConsolidated Edison Inc | Stock | 987 | $7.20 萬 | 0.1% | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 2,575 | $7.10 萬 | 0.1% | – |
| Kraneshares Tr500767827 | ELEC VEH FUTUR | 1,524 | $7.10 萬 | 0.1% | – |
| CATCaterpillar Inc | Stock | 364 | $7.00 萬 | 0.1% | 歷史 |
| RJFRaymond James Financial Inc | COM | 750 | $6.90 萬 | 0.1% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 325 | $6.70 萬 | 0.1% | 歷史 |
| MTNVail Resorts Inc | COM | 200 | $6.70 萬 | 0.1% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 153 | $6.60 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 625 | $6.60 萬 | <0.1% | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 1,400 | $6.40 萬 | <0.1% | 歷史 |
| BBYBest Buy Co Inc | Stock | 593 | $6.30 萬 | <0.1% | 歷史 |
| ORealty Income Corp | REIT | 950 | $6.20 萬 | <0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 370 | $6.10 萬 | <0.1% | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 807 | $6.00 萬 | <0.1% | – |
| DGDollar General Corp | COM | 278 | $5.90 萬 | <0.1% | 歷史 |
| SNYSanofi | SPONSORED ADR | 1,222 | $5.90 萬 | <0.1% | 歷史 |
| ProShares Tr74347B169 | ONLINE RTL ETF | 878 | $5.80 萬 | <0.1% | – |
| DEDeere & Co | Stock | 166 | $5.60 萬 | <0.1% | 歷史 |
| FIVNFive9, Inc. | COM | 336 | $5.40 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V837 | DORS WRI MOM ETF | 600 | $5.40 萬 | <0.1% | – |
| UNHUnitedHealth Group Inc | Stock | 136 | $5.30 萬 | <0.1% | 歷史 |
| SHWSherwin Williams Co | COM | 186 | $5.20 萬 | <0.1% | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 540 | $5.20 萬 | <0.1% | – |
| TJXTJX Companies Inc | Stock | 756 | $5.00 萬 | <0.1% | 歷史 |
| HSYHershey Co | COM | 298 | $5.00 萬 | <0.1% | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 600 | $5.00 萬 | <0.1% | – |
| MHIPioneer Municipal High Income Fund, Inc. | COM SHS | 4,100 | $5.00 萬 | <0.1% | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 800 | $4.90 萬 | <0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 197 | $4.80 萬 | <0.1% | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 480 | $4.70 萬 | <0.1% | – |
| PMPhilip Morris International Inc. | Stock | 482 | $4.60 萬 | <0.1% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 297 | $4.60 萬 | <0.1% | – |
| BACBank of America Corp | Stock | 1,070 | $4.50 萬 | <0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 660 | $4.10 萬 | <0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 591 | $4.10 萬 | <0.1% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 358 | $4.10 萬 | <0.1% | – |
| LCIDLucid Group, Inc. | COM | 1,560 | $4.00 萬 | <0.1% | 歷史 |
| MMUWestern Asset Managed Municipals Fund Inc. | COM | 3,000 | $4.00 萬 | <0.1% | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 3,714 | $4.00 萬 | <0.1% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 1,600 | $4.00 萬 | <0.1% | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 800 | $3.90 萬 | <0.1% | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 360 | $3.80 萬 | <0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 710 | $3.70 萬 | <0.1% | – |
| iShares Tr464287580 | US CONSUM DISCRE | 484 | $3.70 萬 | <0.1% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 719 | $3.60 萬 | <0.1% | – |
| WYWeyerhaeuser Co | COM NEW | 1,000 | $3.60 萬 | <0.1% | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 90 | $3.60 萬 | <0.1% | – |
| ASANAsana, Inc. | CL A | 335 | $3.50 萬 | <0.1% | 歷史 |
| BCEBce Inc | COM NEW | 700 | $3.50 萬 | <0.1% | 歷史 |
| CPRTCopart Inc | COM | 250 | $3.50 萬 | <0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 306 | $3.40 萬 | <0.1% | 歷史 |