Phoenix Wealth Advisors
- SEC CIK
- 0001842362
- 最新申報
- 2026/7/31
2023 年第 2 季到 2023 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 7 檔
- 估計 +$230.7 萬
- 加碼
- 70 檔
- 估計 +$416.5 萬
- 減碼
- 20 檔
- 估計 −$69.5 萬
- 清倉
- 5 檔
- 估計 −$122.6 萬
總值從 $1.72 億變成 $1.70 億（−$159.6 萬 (−0.9%)），持股從 105 檔變成 107 檔（+2）。
2023 年第 3 季全部持倉2023 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 3 季，下面灰字是 2023 年第 2 季。兩季之間拆股的股票，2023 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | 加碼– | 459,856449,973 | +9,883+2.2% | $4,324 萬$4,407 萬 | +$92.9 萬 | 25.4%25.7% | −0.25 |
| Amplify ETF Tr032108409 | 加碼– | 191,381185,129 | +6,252+3.4% | $664.7 萬$666.5 萬 | +$21.7 萬 | 3.9%3.9% | +0.03 |
| iShares Core High Dividend ETF46429B663 | 加碼– | 57,39650,687 | +6,709+13.2% | $567.6 萬$510.9 萬 | +$66.3 萬 | 3.3%3.0% | +0.36 |
| MSFTMicrosoft Corp | 加碼歷史 | 17,74217,595 | +147+0.8% | $560.2 萬$599.2 萬 | +$4.64 萬 | 3.3%3.5% | −0.20 |
| AAPLApple Inc. | 加碼歷史 | 31,86631,567 | +299+0.9% | $545.6 萬$612.3 萬 | +$5.12 萬 | 3.2%3.6% | −0.36 |
| iShares Core S&P U.S. Growth ETF464287671 | 加碼– | 54,45153,084 | +1,367+2.6% | $516.4 萬$518.3 萬 | +$13.0 萬 | 3.0%3.0% | +0.02 |
| ETNEaton Corp plc | 加碼歷史 | 19,67319,566 | +107+0.5% | $419.6 萬$393.5 萬 | +$2.28 萬 | 2.5%2.3% | +0.17 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 66,20465,180 | +1,024+1.6% | $355.9 萬$337.2 萬 | +$5.51 萬 | 2.1%2.0% | +0.13 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 9,3609,060 | +300+3.3% | $327.9 萬$308.9 萬 | +$10.5 萬 | 1.9%1.8% | +0.13 |
| JNJJohnson & Johnson | 加碼歷史 | 21,03220,659 | +373+1.8% | $327.6 萬$341.9 萬 | +$5.81 萬 | 1.9%2.0% | −0.07 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 21,69521,313 | +382+1.8% | $314.6 萬$310.0 萬 | +$5.54 萬 | 1.8%1.8% | +0.04 |
| HDHome Depot, Inc. | 加碼歷史 | 10,12110,005 | +116+1.2% | $305.8 萬$310.8 萬 | +$3.51 萬 | 1.8%1.8% | −0.01 |
| MPCMarathon Petroleum Corp | 加碼歷史 | 20,13419,828 | +306+1.5% | $304.7 萬$231.2 萬 | +$4.63 萬 | 1.8%1.3% | +0.44 |
| MRKMerck & Co., Inc. | 加碼歷史 | 28,76728,095 | +672+2.4% | $296.2 萬$324.2 萬 | +$6.92 萬 | 1.7%1.9% | −0.15 |
| MSIMotorola Solutions, Inc. | 加碼歷史 | 10,30710,032 | +275+2.7% | $280.6 萬$294.2 萬 | +$7.49 萬 | 1.6%1.7% | −0.06 |
| CBChubb Ltd | 減碼歷史 | 13,16213,577 | −415−3.1% | $274.0 萬$261.4 萬 | −$8.64 萬 | 1.6%1.5% | +0.09 |
| MDTMedtronic plc | 加碼歷史 | 31,19230,389 | +803+2.6% | $244.4 萬$267.7 萬 | +$6.29 萬 | 1.4%1.6% | −0.12 |
| WMTWalmart Inc. | 加碼歷史 | 15,25014,965 | +285+1.9% | $243.9 萬$235.2 萬 | +$4.56 萬 | 1.4%1.4% | +0.06 |
| UNPUnion Pacific Corp | 加碼歷史 | 11,80111,114 | +687+6.2% | $240.3 萬$227.4 萬 | +$14.0 萬 | 1.4%1.3% | +0.09 |
| APDAir Products & Chemicals, Inc. | 減碼歷史 | 8,4598,691 | −232−2.7% | $239.7 萬$260.3 萬 | −$6.57 萬 | 1.4%1.5% | −0.11 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 54,75351,336 | +3,417+6.7% | $239.4 萬$237.1 萬 | +$14.9 萬 | 1.4%1.4% | +0.03 |
| AVGOBroadcom Inc. | 加碼歷史 | 2,8552,778 | +77+2.8% | $237.1 萬$241.0 萬 | +$6.40 萬 | 1.4%1.4% | −0.01 |
| FASTFastenal Co | 減碼歷史 | 41,59941,709 | −110−0.3% | $227.3 萬$246.0 萬 | −$6,010.4 | 1.3%1.4% | −0.10 |
| DVNDevon Energy Corp | 減碼歷史 | 45,39746,647 | −1,250−2.7% | $216.5 萬$225.5 萬 | −$5.96 萬 | 1.3%1.3% | −0.04 |
| JPMorgan Ultra-Short Income ETF46641Q837 | 加碼– | 42,57642,186 | +390+0.9% | $213.6 萬$211.5 萬 | +$1.96 萬 | 1.3%1.2% | +0.02 |
| DRIDarden Restaurants Inc | 加碼歷史 | 14,31313,808 | +505+3.7% | $205.0 萬$230.7 萬 | +$7.23 萬 | 1.2%1.3% | −0.14 |
| TXNTexas Instruments Inc | 減碼歷史 | 12,30912,336 | −27−0.2% | $195.7 萬$222.1 萬 | −$4,293.27 | 1.1%1.3% | −0.14 |
| CMCSAComcast Corp | 加碼歷史 | 42,83542,084 | +751+1.8% | $189.9 萬$174.9 萬 | +$3.33 萬 | 1.1%1.0% | +0.10 |
| JCIJohnson Controls International plc | 減碼歷史 | 35,11735,742 | −625−1.7% | $186.9 萬$243.5 萬 | −$3.33 萬 | 1.1%1.4% | −0.32 |
| LMTLockheed Martin Corp | 減碼歷史 | 4,3414,354 | −13−0.3% | $177.5 萬$200.4 萬 | −$5,316.48 | 1.0%1.2% | −0.12 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | 加碼– | 37,14129,333 | +7,808+26.6% | $153.2 萬$126.7 萬 | +$32.2 萬 | 0.9%0.7% | +0.16 |
| Engine No 1 ETF Trust29287L106 | 減碼– | 30,46830,825 | −357−1.2% | $152.0 萬$159.1 萬 | −$1.78 萬 | 0.9%0.9% | −0.03 |
| Vanguard Scottsdale FDS92206C649 | 加碼– | 12,46512,179 | +286+2.3% | $148.8 萬$150.6 萬 | +$3.41 萬 | 0.9%0.9% | 0.00 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | 加碼– | 14,55614,411 | +145+1.0% | $145.8 萬$143.8 萬 | +$1.45 萬 | 0.9%0.8% | +0.02 |
| PEPPepsiCo Inc | 加碼歷史 | 7,1187,074 | +44+0.6% | $120.6 萬$131.0 萬 | +$7,455.3 | 0.7%0.8% | −0.05 |
| DHRDanaher Corp | 加碼歷史 | 4,2714,239 | +32+0.8% | $106.0 萬$101.7 萬 | +$7,939.2 | 0.6%0.6% | +0.03 |
| PGProcter & Gamble Co | 加碼歷史 | 6,6686,607 | +61+0.9% | $97.3 萬$100.3 萬 | +$8,897.46 | 0.6%0.6% | −0.01 |
| CMECME Group Inc. | 加碼歷史 | 4,8114,552 | +259+5.7% | $96.3 萬$84.3 萬 | +$5.19 萬 | 0.6%0.5% | +0.08 |
| HONHoneywell International Inc | 加碼歷史 | 4,3974,344 | +53+1.2% | $81.2 萬$90.1 萬 | +$9,791.22 | 0.5%0.5% | −0.05 |
| AMGNAmgen Inc | 加碼歷史 | 2,7452,711 | +34+1.3% | $73.8 萬$60.2 萬 | +$9,137.84 | 0.4%0.4% | +0.08 |
| ADBEAdobe Inc. | 不變歷史 | 1,3521,352 | 00.0% | $68.9 萬$66.1 萬 | $0 | 0.4%0.4% | +0.02 |
| TSLATesla, Inc. | 減碼歷史 | 2,7442,760 | −16−0.6% | $68.7 萬$72.2 萬 | −$4,003.52 | 0.4%0.4% | −0.02 |
| COSTCostco Wholesale Corp | 減碼歷史 | 1,1871,247 | −60−4.8% | $67.1 萬$67.1 萬 | −$3.39 萬 | 0.4%0.4% | 0.00 |
| NVDANVIDIA Corp | 減碼歷史 | 1,3461,356 | −10−0.7% | $58.5 萬$57.4 萬 | −$4,349.9 | 0.3%0.3% | +0.01 |
| Vanguard Morningstar Growth ETF922908736 | 加碼– | 2,0962,023 | +73+3.6% | $57.1 萬$57.2 萬 | +$1.99 萬 | 0.3%0.3% | 0.00 |
| SPDR Index Shs FDS78463X509 | 加碼– | 15,93012,360 | +3,570+28.9% | $53.5 萬$42.5 萬 | +$12.0 萬 | 0.3%0.2% | +0.07 |
| ADMArcher-Daniels-Midland Co | 加碼歷史 | 6,9446,879 | +65+0.9% | $52.4 萬$52.0 萬 | +$4,902.3 | 0.3%0.3% | +0.01 |
| NFGNational Fuel Gas Co | 加碼歷史 | 8,8908,810 | +80+0.9% | $46.1 萬$45.2 萬 | +$4,152.8 | 0.3%0.3% | +0.01 |
| ORCLOracle Corp | 加碼歷史 | 4,2824,242 | +40+0.9% | $45.4 萬$50.5 萬 | +$4,236.8 | 0.3%0.3% | −0.03 |
| VLOValero Energy Corp | 減碼歷史 | 3,1723,305 | −133−4.0% | $45.0 萬$38.8 萬 | −$1.88 萬 | 0.3%0.2% | +0.04 |
| ULTAUlta Beauty, Inc. | 加碼歷史 | 1,1061,078 | +28+2.6% | $44.2 萬$50.7 萬 | +$1.12 萬 | 0.3%0.3% | −0.04 |
| Global X FDS37954Y384 | 加碼– | 18,12414,216 | +3,908+27.5% | $44.0 萬$34.5 萬 | +$9.49 萬 | 0.3%0.2% | +0.06 |
| DDominion Energy, Inc | 加碼歷史 | 9,7079,627 | +80+0.8% | $43.4 萬$49.9 萬 | +$3,573.6 | 0.3%0.3% | −0.04 |
| IAUiShares Gold Trust | 加碼歷史 | 12,33512,120 | +215+1.8% | $43.2 萬$44.1 萬 | +$7,522.86 | 0.3%0.3% | 0.00 |
| Sprott FDS Tr85208P303 | 新進– | 9,1280 | +9,128 | $43.1 萬$0 | +$43.1 萬 | 0.3%0.0% | +0.25 |
| PAYXPaychex Inc | 加碼歷史 | 3,6993,616 | +83+2.3% | $42.7 萬$40.5 萬 | +$9,572.4 | 0.3%0.2% | +0.02 |
| CELHCelsius Holdings, Inc. | 減碼歷史 | 2,4802,496 | −16−0.6% | $42.6 萬$37.2 萬 | −$2,745.6 | 0.3%0.2% | +0.03 |
| AMZNAmazon Com Inc | 加碼歷史 | 3,3243,220 | +104+3.2% | $42.3 萬$42.0 萬 | +$1.32 萬 | 0.2%0.2% | 0.00 |
| Innovator ETFs Trust45782C292 | 不變– | 14,81514,815 | 00.0% | $41.0 萬$41.4 萬 | $0 | 0.2%0.2% | 0.00 |
| XOMExxonMobil Holdings Corp | 新進歷史 | 3,4310 | +3,431 | $40.3 萬$0 | +$40.3 萬 | 0.2%0.0% | +0.24 |
| EXASExact Sciences Corp | 減碼歷史 | 5,7335,899 | −166−2.8% | $39.1 萬$55.4 萬 | −$1.13 萬 | 0.2%0.3% | −0.09 |
| iShares Tr464288604 | 加碼– | 9,7947,648 | +2,146+28.1% | $38.0 萬$31.7 萬 | +$8.32 萬 | 0.2%0.2% | +0.04 |
| iShares Tr46435U366 | 新進– | 10,0070 | +10,007 | $37.2 萬$0 | +$37.2 萬 | 0.2%0.0% | +0.22 |
| GRMNGarmin Ltd | 加碼歷史 | 3,4923,462 | +30+0.9% | $36.7 萬$36.1 萬 | +$3,156 | 0.2%0.2% | +0.01 |
| APHAmphenol Corp | 減碼歷史 | 4,3474,378 | −31−0.7% | $36.5 萬$37.2 萬 | −$2,603.69 | 0.2%0.2% | 0.00 |
| SYKStryker Corp | 加碼歷史 | 1,3231,299 | +24+1.8% | $36.2 萬$39.6 萬 | +$6,558.48 | 0.2%0.2% | −0.02 |
| ABBVAbbVie Inc. | 不變歷史 | 2,4152,415 | 00.0% | $36.0 萬$32.5 萬 | $0 | 0.2%0.2% | +0.02 |
| CORCencora, Inc. | 加碼歷史 | 1,9821,947 | +35+1.8% | $35.7 萬$37.5 萬 | +$6,298.96 | 0.2%0.2% | −0.01 |
| Barrick Gold Corp067901108 | 加碼– | 24,31324,295 | +18+0.1% | $35.4 萬$41.1 萬 | +$261.9 | 0.2%0.2% | −0.03 |
| ARK Next Generation Technology ETF00214Q401 | 加碼– | 6,4736,368 | +105+1.6% | $35.1 萬$37.3 萬 | +$5,686.81 | 0.2%0.2% | −0.01 |
| CVXChevron Corp | 加碼歷史 | 2,0761,653 | +423+25.6% | $35.0 萬$26.0 萬 | +$7.13 萬 | 0.2%0.2% | +0.05 |
| iShares Future AI & Tech ETF46435U556 | 加碼– | 11,08310,856 | +227+2.1% | $33.8 萬$35.9 萬 | +$6,932.58 | 0.2%0.2% | −0.01 |
| iShares Russell 1000 Value ETF464287598 | 不變– | 2,2002,200 | 00.0% | $33.4 萬$34.7 萬 | $0 | 0.2%0.2% | −0.01 |
| SNASnap-on Inc | 加碼歷史 | 1,3091,270 | +39+3.1% | $33.4 萬$36.6 萬 | +$9,947.35 | 0.2%0.2% | −0.02 |
| PFEPfizer Inc | 不變歷史 | 10,06410,064 | 00.0% | $33.4 萬$36.9 萬 | $0 | 0.2%0.2% | −0.02 |
| GOOGLAlphabet Inc. | 不變歷史 | 2,5202,520 | 00.0% | $33.0 萬$30.2 萬 | $0 | 0.2%0.2% | +0.02 |
| GNTXGentex Corp | 加碼歷史 | 10,0989,975 | +123+1.2% | $32.9 萬$29.2 萬 | +$4,002.42 | 0.2%0.2% | +0.02 |
| Global X FDS37954Y715 | 加碼– | 12,54212,350 | +192+1.6% | $31.0 萬$35.5 萬 | +$4,746.24 | 0.2%0.2% | −0.02 |
| ECLEcolab Inc. | 加碼歷史 | 1,8251,794 | +31+1.7% | $30.9 萬$33.5 萬 | +$5,251.4 | 0.2%0.2% | −0.01 |
| AXPAmerican Express Co | 加碼歷史 | 2,0692,029 | +40+2.0% | $30.9 萬$35.3 萬 | +$5,967.6 | 0.2%0.2% | −0.02 |
| Global X FDS37954Y814 | 新進– | 15,0220 | +15,022 | $30.3 萬$0 | +$30.3 萬 | 0.2%0.0% | +0.18 |
| MCDMcDonalds Corp | 加碼歷史 | 1,1481,135 | +13+1.1% | $30.2 萬$33.9 萬 | +$3,424.72 | 0.2%0.2% | −0.02 |
| PYPLPayPal Holdings, Inc. | 加碼歷史 | 5,1325,072 | +60+1.2% | $30.0 萬$33.8 萬 | +$3,507.6 | 0.2%0.2% | −0.02 |
| NUENucor Corp | 不變歷史 | 1,8951,895 | 00.0% | $29.6 萬$31.1 萬 | $0 | 0.2%0.2% | −0.01 |
| GISGeneral Mills Inc | 加碼歷史 | 4,6224,559 | +63+1.4% | $29.6 萬$35.0 萬 | +$4,031.37 | 0.2%0.2% | −0.03 |
| Invesco Exch Traded FD Tr II46138E263 | 加碼– | 6,3506,250 | +100+1.6% | $29.5 萬$32.1 萬 | +$4,652 | 0.2%0.2% | −0.01 |
| SPDR Ser Tr78468R655 | 新進– | 4,3580 | +4,358 | $29.4 萬$0 | +$29.4 萬 | 0.2%0.0% | +0.17 |
| PANWPalo Alto Networks Inc | 減碼歷史 | 1,2302,588 | −1,358−52.5% | $28.8 萬$66.1 萬 | −$31.8 萬 | 0.2%0.4% | −0.22 |
| IBMInternational Business Machines Corp | 減碼歷史 | 2,0402,145 | −105−4.9% | $28.6 萬$28.7 萬 | −$1.47 萬 | 0.2%0.2% | 0.00 |
| Harbor ETF Trust41151J406 | 新進– | 16,0300 | +16,030 | $28.6 萬$0 | +$28.6 萬 | 0.2%0.0% | +0.17 |
| BLKBlackRock, Inc. | 加碼歷史 | 440434 | +6+1.4% | $28.4 萬$30.0 萬 | +$3,878.95 | 0.2%0.2% | −0.01 |
| AKAMAkamai Technologies Inc | 加碼歷史 | 2,6352,598 | +37+1.4% | $28.1 萬$23.3 萬 | +$3,941.98 | 0.2%0.1% | +0.03 |
| MAMastercard Inc | 不變歷史 | 700700 | 00.0% | $27.7 萬$27.5 萬 | $0 | 0.2%0.2% | 0.00 |
| LHXL3HARRIS Technologies, Inc. | 加碼歷史 | 1,5811,545 | +36+2.3% | $27.5 萬$30.2 萬 | +$6,268.33 | 0.2%0.2% | −0.01 |
| CRSPCRISPR Therapeutics AG | 減碼歷史 | 5,9375,978 | −41−0.7% | $26.9 萬$33.6 萬 | −$1,860.99 | 0.2%0.2% | −0.04 |
| Alps ETF Tr00162Q593 | 加碼– | 9,8089,584 | +224+2.3% | $26.7 萬$30.2 萬 | +$6,097.51 | 0.2%0.2% | −0.02 |
| FTVFortive Corp | 加碼歷史 | 3,5403,509 | +31+0.9% | $26.3 萬$26.2 萬 | +$2,298.96 | 0.2%0.2% | 0.00 |
| PATHUiPath, Inc. | 減碼歷史 | 15,28715,396 | −109−0.7% | $26.2 萬$25.5 萬 | −$1,864.99 | 0.2%0.1% | +0.01 |
| KMBKimberly Clark Corp | 不變歷史 | 2,1522,152 | 00.0% | $26.0 萬$29.7 萬 | $0 | 0.2%0.2% | −0.02 |
| GOOGAlphabet Inc. | 不變歷史 | 1,7601,760 | 00.0% | $23.2 萬$21.3 萬 | $0 | 0.1%0.1% | +0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。