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PHILLIPS FINANCIAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PHILLIPS FINANCIAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001350660
持仓数
283
前50大市值合计
$1.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 16
增持 72
减持 57
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.4M
218,618
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.8M
1,230,616
+13%
减持
IXUS
ISHARES TR
+$2.9M
868,058
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.3M
541,196
+13%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
73,817
+1%
减持
IVE
ISHARES TR
+$1.9M
336,528
-1%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.8M
133,796
+5%
增持
AGG
ISHARES TR
+$1.8M
479,563
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.8M
254,907
+18%
减持
IJH
ISHARES TR
+$1.6M
252,532
-1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$1.6M
202,859
+20%
增持
VIOO
VANGUARD ADMIRAL FDS INC
-$1.6M
54,526
+47%
减持
SUB
ISHARES TR
-$1.4M
62,294
-18%
减持
VXUS
VANGUARD STAR FDS
+$1.4M
634,317
-3%
减持
LRGF
ISHARES TR
+$1.3M
989,705
-3%
建仓
—
ISHARES TR
+$1.1M
43,397
建仓
—
ISHARES TR
+$1.1M
43,308
增持
—
ISHARES TR
+$1.0M
50,815
+599%
增持
—
ISHARES TR
+$1.0M
46,360
+1548%
减持
ICSH
ISHARES TR
-$976.7K
203,143
-9%
增持
DFEM
DIMENSIONAL ETF TRUST
+$968.6K
245,079
+14%
建仓
—
ISHARES TR
+$968.1K
38,432
增持
—
ISHARES TR
+$897.6K
46,285
+356%
增持
VO
VANGUARD INDEX FDS
+$886.4K
107,497
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$886.1K
117,423
-10%
建仓
IBDR
ISHARES TR
+$853.4K
35,963
增持
DFAX
DIMENSIONAL ETF TRUST
+$789.2K
348,268
+4%
增持
USHY
ISHARES TR
+$759.5K
372,091
+3%
建仓
—
ISHARES TR
+$734.9K
31,127
建仓
—
ISHARES TR
+$720.8K
31,164
建仓
IBTG
ISHARES TR
+$718.9K
31,147
减持
INTF
ISHARES TR
+$635.1K
806,898
-4%
建仓
—
ISHARES TR
+$599.7K
26,175
减持
IAGG
ISHARES TR
+$581.7K
442,288
-0%
增持
DFSD
DIMENSIONAL ETF TRUST
+$555.5K
301,311
+3%
减持
ATO
ATMOS ENERGY CORP
-$519.4K
25,042
-16%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$512.5K
121,618
+4%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$478.7K
168,367
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$468.8K
84,829
+5%
减持
EFA
ISHARES TR
+$468.6K
95,541
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$460.7K
129,366
+2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$455.4K
242,282
+8%
增持
VNQ
VANGUARD INDEX FDS
+$449.0K
190,608
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$443.3K
75,448
+11%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$415.9K
175,625
-0%
减持
BNDX
VANGUARD CHARLOTTE FDS
+$401.8K
592,180
-2%
增持
ISTB
ISHARES TR
+$401.1K
351,730
+1%
减持
MGC
VANGUARD WORLD FD
+$382.9K
49,680
-2%
建仓
IBHF
ISHARES TR
+$369.0K
16,186
减持
SMLF
ISHARES TR
-$367.7K
164,729
-7%
减持
EMGF
ISHARES INC
-$363.2K
157,593
-6%
减持
STIP
ISHARES TR
-$361.4K
36,559
-11%
减持
VTI
VANGUARD INDEX FDS
+$345.8K
29,773
-1%
增持
USRT
ISHARES TR
+$344.2K
190,368
+2%
减持
BND
VANGUARD BD INDEX FDS
-$322.8K
302,025
-4%
增持
MUB
ISHARES TR
+$319.8K
54,281
+4%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$287.8K
11,446
增持
VV
VANGUARD INDEX FDS
+$276.0K
21,502
+0%
减持
AAPL
APPLE INC
+$251.0K
8,659
-4%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$250.1K
50,988
+105%
减持
IJS
ISHARES TR
+$230.6K
210,317
-1%
清仓
—
KNOWBE4 INC
-$226.1K
0
-100%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$225.8K
9,190
增持
DFAS
DIMENSIONAL ETF TRUST
+$222.2K
21,588
+21%
减持
ATEC
ALPHATEC HLDGS INC
+$219.4K
67,707
-0%
减持
TIP
ISHARES TR
+$218.6K
75,866
-1%
清仓
KO
COCA COLA CO
-$213.9K
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$211.1K
760
减持
DFIV
DIMENSIONAL ETF TRUST
+$210.1K
131,925
-1%
建仓
MA
MASTERCARD INCORPORATED
+$206.1K
567
增持
TSLA
TESLA INC
+$205.4K
2,413
+1%
增持
MSFT
MICROSOFT CORP
+$201.5K
2,815
+11%
减持
IUSB
ISHARES TR
-$199.3K
70,781
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$192.9K
6,928
+0%
减持
IEFA
ISHARES TR
+$169.6K
46,180
-2%
减持
ITOT
ISHARES TR
-$163.0K
25,929
-12%
增持
IGSB
ISHARES TR
+$152.0K
12,218
+31%
减持
IJR
ISHARES TR
+$138.8K
113,132
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$133.7K
48,386
+3%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$130.6K
67,225
+2%
增持
LNC
LINCOLN NATL CORP IND
-$130.4K
15,841
+0%
增持
SPHY
SPDR SER TR
+$128.8K
16,921
+45%
增持
SCHZ
SCHWAB STRATEGIC TR
+$125.3K
78,350
+1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$124.6K
51,462
+4%
增持
FELE
FRANKLIN ELEC INC
+$110.0K
7,630
+0%
减持
IWR
ISHARES TR
+$102.0K
43,637
-0%
增持
GLD
SPDR GOLD TR
+$95.2K
6,721
+0%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$90.3K
16,878
+108%
减持
VTV
VANGUARD INDEX FDS
-$89.7K
38,680
-0%
增持
VAW
VANGUARD WORLD FDS
+$87.8K
6,312
+4%
增持
GOOGL
ALPHABET INC
+$87.1K
3,966
+8%
减持
ONB
OLD NATL BANCORP IND
-$86.8K
24,233
-0%
增持
VXF
VANGUARD INDEX FDS
+$84.2K
10,384
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$83.8K
16,038
+5%
减持
IGIB
ISHARES TR
+$80.2K
59,885
-1%
增持
JNK
SPDR SER TR
+$79.0K
27,769
+0%
增持
AMZN
AMAZON COM INC
+$77.0K
3,640
+2%
增持
GOOG
ALPHABET INC
+$71.3K
3,127
+9%
增持
IBMO
ISHARES TR
+$69.1K
58,707
+4%
增持
—
ISHARES TR
+$66.3K
54,685
+4%
增持
VBR
VANGUARD INDEX FDS
+$63.1K
71,110
+1%
减持
IWB
ISHARES TR
+$62.8K
11,928
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$60.7K
19,730
-0%
减持
VB
VANGUARD INDEX FDS
+$60.6K
14,118
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$58.3K
33,244
+1%
减持
SPIP
SPDR SER TR
+$56.5K
177,879
-2%
减持
DJP
BARCLAYS BANK PLC
-$52.2K
6,692
-14%
减持
WMB
WILLIAMS COS INC
-$51.4K
10,540
-5%
增持
JPM
JPMORGAN CHASE & CO
-$50.7K
15,461
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$49.6K
12,170
+5%
减持
IVW
ISHARES TR
-$44.7K
6,001
-18%
增持
DFUS
DIMENSIONAL ETF TRUST
+$44.3K
15,268
+0%
减持
LQD
ISHARES TR
-$43.5K
4,120
-12%
增持
VDE
VANGUARD WORLD FDS
-$39.3K
12,066
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$37.8K
2,256
+35%
增持
IVOV
VANGUARD ADMIRAL FDS INC
+$37.1K
19,018
+100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$36.9K
20,819
+0%
减持
IUSV
ISHARES TR
+$35.2K
14,664
-1%
增持
VOE
VANGUARD INDEX FDS
+$33.9K
13,555
+3%
减持
IMTB
ISHARES TR
+$33.8K
56,140
-1%
减持
IGE
ISHARES TR
-$32.1K
19,855
-0%
减持
RWR
SPDR SER TR
+$30.2K
32,373
-1%
减持
QQQ
INVESCO QQQ TR
-$28.0K
744
-26%
清仓
IEO
ISHARES TR
-$27.9K
0
-100%
增持
IBDS
ISHARES TR
+$27.7K
3,589
+45%
建仓
IBHG
ISHARES TR
+$27.2K
1,239
建仓
IBTH
ISHARES TR
+$26.5K
1,169
增持
HPQ
HP INC
+$25.1K
9,416
+1%
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$24.8K
0
-100%
增持
ELV
ELEVANCE HEALTH INC
-$23.6K
454
+0%
减持
SHY
ISHARES TR
+$23.6K
28,584
-0%
减持
ABT
ABBOTT LABS
-$19.4K
1,991
-1%
增持
LLY
LILLY ELI & CO
-$17.3K
900
+1%
增持
HYG
ISHARES TR
+$16.7K
3,805
+3%
减持
ABBV
ABBVIE INC
-$16.7K
2,529
-3%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$14.4K
615
增持
WMT
WALMART INC
+$14.1K
1,935
+1%
减持
SDY
SPDR SER TR
-$12.6K
5,675
-1%
增持
DVY
ISHARES TR
-$11.8K
5,470
+1%
减持
IEMG
ISHARES INC
+$8.8K
11,920
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.7K
1,772
+2%
减持
IOO
ISHARES TR
+$8.0K
1,509
-1%
增持
IWN
ISHARES TR
-$7.2K
5,033
+0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$7.2K
9,210
-4%
减持
SRE
SEMPRA
-$6.6K
1,361
-1%
减持
IWD
ISHARES TR
-$6.5K
12,160
-1%
增持
HD
HOME DEPOT INC
-$5.4K
1,040
+5%
减持
LOW
LOWES COS INC
-$5.2K
1,007
-3%
清仓
ICLN
ISHARES TR
-$4.9K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.3K
270
+32%
