Phoenix Wealth Advisors
- SEC CIK
- 0001842362
- 最新申報
- 2026/7/31
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/1 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 109
- 較 2022 年第 1 季 +18
- 總值
- $1.01 億
- 較 2022 年第 1 季 +$468.9 萬 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 33,400 | $456.6 萬 | 4.5% | +694+2.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 17,286 | $444.0 萬 | 4.4% | +343+2.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 19,874 | $352.8 萬 | 3.5% | +404+2.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 18,244 | $304.1 萬 | 3.0% | +18,244 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 20,338 | $292.4 萬 | 2.9% | +35+0.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 56,539 | $286.9 萬 | 2.8% | +877+1.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 10,452 | $286.7 萬 | 2.8% | +63+0.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 13,899 | $273.2 萬 | 2.7% | +141+1.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 21,622 | $272.4 萬 | 2.7% | +206+1.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,577 | $270.9 萬 | 2.7% | −29−0.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 62,410 | $266.1 萬 | 2.6% | +62,410 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,675 | $264.1 萬 | 2.6% | −72−0.7% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 23,011 | $262.0 萬 | 2.6% | −203−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 22,094 | $248.8 萬 | 2.5% | +499+2.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,589 | $247.2 萬 | 2.4% | +99+0.9% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 31,361 | $242.9 萬 | 2.4% | −1,150−3.5% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 48,517 | $242.2 萬 | 2.4% | −88−0.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 5,177 | $222.6 萬 | 2.2% | +5,177 | 新進 | 歷史 |
| TXNTexas Instruments Inc | Stock | 14,424 | $221.6 萬 | 2.2% | +14,424 | 新進 | 歷史 |
| SUISun Communities Inc | COM | 13,209 | $210.5 萬 | 2.1% | +13,209 | 新進 | 歷史 |
| PKGPackaging Corp of America | Stock | 14,289 | $196.5 萬 | 1.9% | −359−2.5% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,666 | $194.7 萬 | 1.9% | −73−0.7% | 減碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 19,629 | $192.9 萬 | 1.9% | +19,629 | 新進 | 歷史 |
| FITBFifth Third Bancorp | COM | 48,498 | $163.0 萬 | 1.6% | −274−0.6% | 減碼 | 歷史 |
| Engine No 1 ETF Trust29287L106 | TRANSFRM 500 ETF | 35,473 | $155.3 萬 | 1.5% | +316+0.9% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 16,477 | $137.9 萬 | 1.4% | +16,477 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 14,770 | $134.7 萬 | 1.3% | +1,567+11.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 4,391 | $111.3 萬 | 1.1% | +181+4.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,519 | $102.3 萬 | 1.0% | +1,519 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 8,415 | $102.3 萬 | 1.0% | +752+9.8% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 17,262 | $95.1 萬 | 0.9% | +17,262 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 3,453 | $84.0 萬 | 0.8% | +59+1.7% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,296 | $74.7 萬 | 0.7% | +57+1.3% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,179 | $73.4 萬 | 0.7% | +8,179 | 新進 | 歷史 |
| ZMZoom Communications, Inc. | Stock | 6,724 | $72.6 萬 | 0.7% | −846−11.2% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 3,246 | $66.4 萬 | 0.7% | +444+15.8% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 6,690 | $66.3 萬 | 0.7% | −125−1.8% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 1,267 | $60.7 萬 | 0.6% | +1,267 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 2,803 | $58.8 萬 | 0.6% | +601+27.3% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 2,438 | $58.6 萬 | 0.6% | +457+23.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 14,856 | $58.3 萬 | 0.6% | +2,735+22.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 15,289 | $57.2 萬 | 0.6% | +1,273+9.1% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,510 | $55.3 萬 | 0.5% | +1,510 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 10,191 | $53.4 萬 | 0.5% | −63−0.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,622 | $52.6 萬 | 0.5% | +88+5.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,015 | $50.1 萬 | 0.5% | +1,015 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 6,084 | $47.2 萬 | 0.5% | +356+6.2% | 加碼 | 歷史 |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 7,750 | $47.1 萬 | 0.5% | +7,750 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,049 | $40.4 萬 | 0.4% | +55+5.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,736 | $40.1 萬 | 0.4% | +383+7.2% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 5,252 | $39.6 萬 | 0.4% | +5,252 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 2,850 | $39.5 萬 | 0.4% | +176+6.6% | 加碼 | 歷史 |
| TRMBTrimble Inc. | COM | 6,712 | $39.1 萬 | 0.4% | +6,712 | 新進 | 歷史 |
| ZTSZoetis Inc. | Stock | 2,261 | $38.9 萬 | 0.4% | −320−12.4% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,421 | $38.7 萬 | 0.4% | −196−12.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,732 | $38.6 萬 | 0.4% | +2,732 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 2,288 | $38.5 萬 | 0.4% | −5,788−71.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C292 | US EQT ULTRA BF | 14,815 | $38.5 萬 | 0.4% | +14,815 | 新進 | – |
| ABBVAbbVie Inc. | Stock | 2,506 | $38.4 萬 | 0.4% | +2,506 | 新進 | 歷史 |
| NTLAIntellia Therapeutics, Inc. | COM | 7,336 | $38.0 萬 | 0.4% | −929−11.2% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 3,186 | $37.8 萬 | 0.4% | −447−12.3% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,842 | $37.6 萬 | 0.4% | +5,842 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 10,836 | $37.2 萬 | 0.4% | +653+6.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 169 | $36.8 萬 | 0.4% | +1+0.6% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 9,164 | $36.5 萬 | 0.4% | +148+1.6% | 加碼 | – |
| XYZBlock, Inc. | CL A | 5,900 | $36.3 萬 | 0.4% | −682−10.4% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,466 | $35.4 萬 | 0.3% | +113+8.4% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,641 | $34.6 萬 | 0.3% | −232−12.4% | 減碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 19,530 | $34.5 萬 | 0.3% | +1,218+6.7% | 加碼 | – |
| ANETArista Networks, Inc. | COM | 3,665 | $34.4 萬 | 0.3% | −499−12.0% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 7,140 | $33.6 萬 | 0.3% | +7,140 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 3,123 | $33.2 萬 | 0.3% | +171+5.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,100 | $32.9 萬 | 0.3% | +660+27.0% | 加碼依 20 比 1 拆股換算 | 歷史 |
| ALLAllstate Corp | Stock | 2,547 | $32.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,113 | $32.0 萬 | 0.3% | −22−1.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,475 | $31.7 萬 | 0.3% | +3,475 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 3,726 | $31.6 萬 | 0.3% | +319+9.4% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 9,343 | $31.3 萬 | 0.3% | −2,176−18.9% | 減碼 | – |
| ROKURoku, Inc | COM CL A | 3,769 | $31.0 萬 | 0.3% | −3,192−45.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,230 | $30.4 萬 | 0.3% | +35+2.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,095 | $29.6 萬 | 0.3% | +2,095 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,168 | $29.3 萬 | 0.3% | −32−1.5% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 3,070 | $29.2 萬 | 0.3% | −393−11.3% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 1,481 | $28.9 萬 | 0.3% | +1,481 | 新進 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,132 | $28.8 萬 | 0.3% | −20−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,288 | $28.7 萬 | 0.3% | +501+63.7% | 加碼 | – |
| GNTXGentex Corp | COM | 9,877 | $27.6 萬 | 0.3% | +9,877 | 新進 | 歷史 |
| HUBSHubSpot Inc | COM | 907 | $27.3 萬 | 0.3% | −117−11.4% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 447 | $27.2 萬 | 0.3% | +41+10.1% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 1,725 | $26.5 萬 | 0.3% | +110+6.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 1,787 | $25.9 萬 | 0.3% | −153−7.9% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 1,822 | $25.8 萬 | 0.3% | +103+6.0% | 加碼 | 歷史 |
| CAGConagra Brands Inc. | Stock | 7,527 | $25.8 萬 | 0.3% | +393+5.5% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,258 | $25.0 萬 | 0.2% | +79+6.7% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 6,362 | $24.9 萬 | 0.2% | +6,362 | 新進 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,196 | $24.9 萬 | 0.2% | +204+10.2% | 加碼 | 歷史 |
| SNASnap-on Inc | COM | 1,222 | $24.1 萬 | 0.2% | +66+5.7% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 2,330 | $23.6 萬 | 0.2% | +132+6.0% | 加碼 | 歷史 |
| EXCExelon Corp | Stock | 5,156 | $23.4 萬 | 0.2% | +5,156 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 733 | $23.1 萬 | 0.2% | −10−1.3% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（11 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DRIDarden Restaurants Inc | COM | 20,403 | $262.2 萬 | 2.7% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 15,716 | $106.4 萬 | 1.1% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 5,471 | $79.7 萬 | 0.8% | 歷史 |
| EXASExact Sciences Corp | COM | 10,901 | $74.9 萬 | 0.8% | 歷史 |
| UUnity Software Inc. | COM | 7,809 | $73.3 萬 | 0.8% | 歷史 |
| BEAMBeam Therapeutics Inc. | COM | 7,970 | $43.7 萬 | 0.5% | 歷史 |
| DDominion Energy, Inc | Stock | 3,931 | $34.5 萬 | 0.4% | 歷史 |
| DISWalt Disney Co | Stock | 2,170 | $28.8 萬 | 0.3% | 歷史 |
| NUENucor Corp | COM | 1,895 | $27.8 萬 | 0.3% | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,222 | $24.3 萬 | 0.3% | 歷史 |
| EVRGEvergy, Inc. | Stock | 2,893 | $20.4 萬 | 0.2% | 歷史 |