Phoenix Wealth Advisors
- SEC CIK
- 0001842362
- 最新申報
- 2026/7/31
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/2 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 91
- 較 2021 年第 4 季 −30
- 總值
- $9,674 萬
- 較 2021 年第 4 季 −$3,569 萬 (−27.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 32,706 | $562.0 萬 | 5.8% | +13,769+72.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,943 | $507.4 萬 | 5.2% | +472+2.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,470 | $354.8 萬 | 3.7% | +758+4.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,606 | $337.5 萬 | 3.5% | +5,606 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,747 | $336.0 萬 | 3.5% | −300−3.0% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 23,214 | $327.9 萬 | 3.4% | −1,095−4.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,303 | $318.4 萬 | 3.3% | −488−2.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,389 | $310.2 萬 | 3.2% | −15−0.1% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 21,416 | $310.2 萬 | 3.2% | −661−3.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 55,662 | $296.1 萬 | 3.1% | −1,659−2.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 13,758 | $292.3 萬 | 3.0% | +11,635+548.0% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 48,605 | $290.3 萬 | 3.0% | −673−1.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 21,595 | $284.0 萬 | 2.9% | +261+1.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 32,511 | $281.2 萬 | 2.9% | +858+2.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,490 | $279.1 萬 | 2.9% | +4,987+76.7% | 加碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 20,403 | $262.2 萬 | 2.7% | +780+4.0% | 加碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 14,648 | $223.3 萬 | 2.3% | −488−3.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,739 | $208.8 萬 | 2.2% | −2,180−16.9% | 減碼 | 歷史 |
| FITBFifth Third Bancorp | COM | 48,772 | $199.9 萬 | 2.1% | −21,240−30.3% | 減碼 | 歷史 |
| Engine No 1 ETF Trust29287L106 | TRANSFRM 500 ETF | 35,157 | $183.5 萬 | 1.9% | +6,022+20.7% | 加碼 | – |
| CCICrown Castle Inc. | REIT | 8,076 | $159.6 萬 | 1.6% | −194−2.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,210 | $121.8 萬 | 1.3% | +208+5.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,663 | $118.8 萬 | 1.2% | +1,065+16.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,203 | $112.2 萬 | 1.2% | +2,223+20.2% | 加碼 | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 15,716 | $106.4 萬 | 1.1% | +2,195+16.2% | 加碼 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 7,570 | $87.9 萬 | 0.9% | +7,570 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 3,394 | $84.8 萬 | 0.9% | −236−6.5% | 減碼 | 歷史 |
| XYZBlock, Inc. | CL A | 6,582 | $84.8 萬 | 0.9% | +3,051+86.4% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 6,961 | $83.1 萬 | 0.9% | +2,103+43.3% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,239 | $82.1 萬 | 0.8% | +137+3.3% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 5,471 | $79.7 萬 | 0.8% | +1,353+32.9% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 10,901 | $74.9 萬 | 0.8% | +1,442+15.2% | 加碼 | 歷史 |
| UUnity Software Inc. | COM | 7,809 | $73.3 萬 | 0.8% | +96+1.2% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 6,815 | $68.2 萬 | 0.7% | +530+8.4% | 加碼 | – |
| CMECME Group Inc. | COM | 2,802 | $68.2 萬 | 0.7% | +623+28.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 14,016 | $66.6 萬 | 0.7% | +386+2.8% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,617 | $60.1 萬 | 0.6% | +1,617 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 12,121 | $57.9 萬 | 0.6% | +2,915+31.7% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 9,016 | $57.2 萬 | 0.6% | +45+0.5% | 加碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 1,873 | $56.2 萬 | 0.6% | −175−8.5% | 減碼 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 8,265 | $55.8 萬 | 0.6% | +3,949+91.5% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 4,164 | $55.0 萬 | 0.6% | +4,164 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 10,254 | $54.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 5,728 | $53.2 萬 | 0.5% | +418+7.9% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,202 | $52.6 萬 | 0.5% | +607+38.1% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,135 | $52.1 萬 | 0.5% | −2,042−48.9% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,981 | $49.5 萬 | 0.5% | +567+40.1% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,581 | $49.4 萬 | 0.5% | +2,581 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 2,674 | $49.1 萬 | 0.5% | +217+8.8% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 3,633 | $48.2 萬 | 0.5% | +3,633 | 新進 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 3,463 | $47.5 萬 | 0.5% | +3,463 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,534 | $46.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HUBSHubSpot Inc | COM | 1,024 | $46.3 萬 | 0.5% | −198−16.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 168 | $45.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Barrick Gold Corp067901108 | COM | 18,312 | $45.1 萬 | 0.5% | +18,312 | 新進 | – |
| ORCLOracle Corp | Stock | 5,353 | $44.0 萬 | 0.5% | +343+6.8% | 加碼 | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 7,970 | $43.7 萬 | 0.5% | +7,970 | 新進 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 11,519 | $43.0 萬 | 0.4% | −159,582−93.3% | 減碼 | – |
| ULTAUlta Beauty, Inc. | Stock | 994 | $38.9 萬 | 0.4% | +72+7.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 122 | $38.7 萬 | 0.4% | +1+0.8% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 10,183 | $37.2 萬 | 0.4% | +2,196+27.5% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 2,547 | $35.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,353 | $34.9 萬 | 0.4% | +122+9.9% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 3,931 | $34.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,037 | $32.9 萬 | 0.3% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,940 | $32.0 萬 | 0.3% | −500−20.5% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 1,179 | $31.6 萬 | 0.3% | +98+9.1% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 2,952 | $30.5 萬 | 0.3% | +227+8.3% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,152 | $30.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 406 | $30.3 萬 | 0.3% | +30+8.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,195 | $30.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 1,992 | $29.6 萬 | 0.3% | +194+10.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,615 | $29.3 萬 | 0.3% | +129+8.7% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 2,170 | $28.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 3,407 | $28.3 萬 | 0.3% | +263+8.4% | 加碼 | 歷史 |
| AKAMAkamai Technologies Inc | COM | 2,336 | $27.9 萬 | 0.3% | +164+7.6% | 加碼 | 歷史 |
| NUENucor Corp | COM | 1,895 | $27.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,200 | $27.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CORCencora, Inc. | Stock | 1,719 | $27.2 萬 | 0.3% | +111+6.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 743 | $26.3 萬 | 0.3% | −1,520−67.2% | 減碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 7,134 | $24.5 萬 | 0.3% | +527+8.0% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,222 | $24.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SNASnap-on Inc | COM | 1,156 | $24.0 萬 | 0.2% | +86+8.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 991 | $23.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,235 | $23.4 萬 | 0.2% | +2,235 | 新進 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 12,020 | $22.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,854 | $22.2 萬 | 0.2% | −400−17.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 787 | $22.1 萬 | 0.2% | 00.0% | 不變 | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,198 | $21.9 萬 | 0.2% | +161+7.9% | 加碼 | 歷史 |
| EVRGEvergy, Inc. | Stock | 2,893 | $20.4 萬 | 0.2% | +2,893 | 新進 | 歷史 |
| CMUMFS High Yield Municipal Trust | SH BEN INT | 10,900 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（41 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 59,472 | $376.9 萬 | 2.8% | 歷史 |
| PEPPepsiCo Inc | Stock | 18,717 | $325.1 萬 | 2.5% | 歷史 |
| SUISun Communities Inc | COM | 13,979 | $293.5 萬 | 2.2% | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,950 | $281.8 萬 | 2.1% | 歷史 |
| TSLATesla, Inc. | Stock | 2,596 | $274.3 萬 | 2.1% | 歷史 |
| GRMNGarmin Ltd | SHS | 19,441 | $264.7 萬 | 2.0% | 歷史 |
| ABRArbor Realty Trust Inc | COM | 113,943 | $208.7 萬 | 1.6% | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,486 | $195.0 萬 | 1.5% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 4,045 | $102.1 萬 | 0.8% | 歷史 |
| SHOPShopify Inc. | Stock | 710 | $97.9 萬 | 0.7% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,513 | $85.8 萬 | 0.6% | 歷史 |
| AMATApplied Materials Inc | Stock | 4,941 | $77.8 萬 | 0.6% | 歷史 |
| LRCXLam Research Corp | COM | 1,017 | $73.1 萬 | 0.6% | 歷史 |
| ALGNAlign Technology Inc | COM | 1,060 | $69.7 萬 | 0.5% | 歷史 |
| TRMBTrimble Inc. | COM | 7,792 | $67.9 萬 | 0.5% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,167 | $66.3 萬 | 0.5% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 974 | $64.1 萬 | 0.5% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,075 | $58.0 萬 | 0.4% | 歷史 |
| MDTMedtronic plc | Stock | 5,301 | $54.8 萬 | 0.4% | 歷史 |
| TGTTarget Corp | Stock | 2,337 | $54.1 萬 | 0.4% | 歷史 |
| BURLBurlington Stores, Inc. | COM | 1,776 | $51.8 萬 | 0.4% | 歷史 |
| SNAPSnap Inc | Stock | 10,969 | $51.6 萬 | 0.4% | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 6,619 | $50.2 萬 | 0.4% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 26,920 | $49.0 萬 | 0.4% | 歷史 |
| BXBlackstone Inc. | COM | 3,395 | $43.9 萬 | 0.3% | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,868 | $38.8 萬 | 0.3% | 歷史 |
| GISGeneral Mills Inc | Stock | 4,741 | $31.9 萬 | 0.2% | 歷史 |
| WFCWells Fargo & Company | Stock | 6,362 | $30.5 萬 | 0.2% | 歷史 |
| GNTXGentex Corp | COM | 8,383 | $29.2 萬 | 0.2% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,990 | $26.6 萬 | 0.2% | 歷史 |
| EXCExelon Corp | Stock | 4,460 | $25.8 萬 | 0.2% | 歷史 |
| ADSKAutodesk, Inc. | COM | 919 | $25.8 萬 | 0.2% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 537 | $25.6 萬 | 0.2% | – |
| IQVIQVIA Holdings Inc. | Stock | 904 | $25.5 萬 | 0.2% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 450 | $25.1 萬 | 0.2% | 歷史 |
| NKENIKE, Inc. | Stock | 1,494 | $24.9 萬 | 0.2% | 歷史 |
| FTVFortive Corp | Stock | 2,875 | $21.9 萬 | 0.2% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,172 | $21.4 萬 | 0.2% | 歷史 |
| TFCTruist Financial Corp | COM | 3,495 | $20.5 萬 | 0.2% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,425 | $20.1 萬 | 0.2% | – |
| VVisa Inc. | Stock | 924 | $20.0 萬 | 0.2% | 歷史 |