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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 8
增持 75
减持 63
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
IJH
ISHARES TR
-$4.4M
239,433
-2%
增持
DFLV
DIMENSIONAL ETF TRUST
+$4.1M
427,050
+67%
减持
LRGF
ISHARES TR
-$4.0M
852,485
-7%
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
DFCF
DIMENSIONAL ETF TRUST
+$3.5M
389,669
+33%
减持
IVE
ISHARES TR
-$3.5M
290,232
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.3M
1,086,051
-7%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.1M
828,484
+23%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.9M
433,101
+17%
减持
AGG
ISHARES TR
-$2.6M
457,373
-2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.5M
201,789
+100%
减持
INTF
ISHARES TR
-$2.3M
686,798
-8%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.9M
104,300
+62%
减持
VNQ
VANGUARD INDEX FDS
-$1.9M
193,599
-2%
增持
IXUS
ISHARES TR
-$1.7M
862,532
+1%
减持
VO
VANGUARD INDEX FDS
-$1.7M
115,009
-1%
增持
AAPL
APPLE INC
+$1.7M
20,156
+119%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.6M
387,130
+26%
增持
VXUS
VANGUARD STAR FDS
-$1.6M
649,678
+0%
增持
IVV
ISHARES TR
-$1.6M
225,322
+2%
减持
SMLF
ISHARES TR
-$1.4M
109,094
-17%
减持
IJS
ISHARES TR
-$1.3M
210,393
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.0M
338,692
+9%
减持
IJR
ISHARES TR
-$1.0M
104,986
-4%
减持
IJJ
ISHARES TR
-$1.0M
22,619
-26%
增持
VOO
VANGUARD INDEX FDS
-$995.3K
75,969
+0%
增持
VOOV
VANGUARD ADMIRAL FDS INC
-$925.0K
137,102
+0%
减持
EMGF
ISHARES INC
-$895.9K
114,120
-15%
增持
BND
VANGUARD BD INDEX FDS
-$830.8K
323,571
+0%
减持
VV
VANGUARD INDEX FDS
-$638.3K
18,678
-12%
减持
ICSH
ISHARES TR
-$614.0K
181,890
-6%
减持
MUB
ISHARES TR
-$563.5K
50,428
-6%
增持
DFAR
DIMENSIONAL ETF TRUST
+$537.3K
343,431
+20%
减持
VBR
VANGUARD INDEX FDS
-$509.0K
75,537
-0%
减持
VTV
VANGUARD INDEX FDS
-$465.7K
36,509
-6%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$441.6K
163,580
-0%
减持
RWR
SPDR SER TR
-$404.2K
26,508
-8%
减持
VTI
VANGUARD INDEX FDS
-$399.9K
28,719
-3%
减持
EFA
ISHARES TR
-$356.5K
88,833
-1%
减持
VB
VANGUARD INDEX FDS
-$347.2K
12,939
-8%
增持
ATEC
ALPHATEC HLDGS INC
-$329.6K
65,871
+0%
减持
IBMO
ISHARES TR
-$308.7K
51,154
-18%
减持
IBMP
ISHARES TR
-$303.4K
28,141
-29%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$301.9K
623,285
+1%
减持
—
ISHARES TR
-$300.2K
71,377
-14%
减持
—
ISHARES TR
-$290.2K
47,913
-18%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$288.3K
38,234
-4%
减持
IAGG
ISHARES TR
-$286.0K
448,278
-0%
减持
IUSB
ISHARES TR
-$277.7K
65,258
-5%
增持
AMZN
AMAZON COM INC
+$273.8K
6,057
+59%
增持
ATO
ATMOS ENERGY CORP
-$260.3K
25,053
+0%
增持
GOOGL
ALPHABET INC
+$256.2K
5,723
+39%
增持
USRT
ISHARES TR
+$252.9K
220,838
+12%
增持
TIP
ISHARES TR
-$245.4K
80,609
+1%
减持
MGC
VANGUARD WORLD FD
-$239.6K
49,299
-0%
清仓
ABT
ABBOTT LABS
-$228.9K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$225.4K
71,961
-2%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$221.3K
65,563
-2%
增持
USHY
ISHARES TR
+$206.3K
424,840
+3%
清仓
ELV
ELEVANCE HEALTH INC
-$205.7K
0
-100%
减持
IBMQ
ISHARES TR
-$198.3K
15,558
-32%
增持
DFSV
DIMENSIONAL ETF TRUST
+$191.7K
163,126
+6%
增持
VDE
VANGUARD WORLD FDS
+$183.8K
8,188
+8%
减持
IEFA
ISHARES TR
-$180.2K
45,347
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$174.0K
192,577
+5%
减持
BSV
VANGUARD BD INDEX FDS
-$172.9K
118,835
-1%
增持
SPIP
SPDR SER TR
-$165.0K
178,668
+0%
减持
VTIP
VANGUARD MALVERN FDS
-$161.0K
121,447
-2%
减持
SCHX
SCHWAB STRATEGIC TR
-$157.6K
82,044
-0%
减持
ITOT
ISHARES TR
-$150.4K
24,228
-3%
增持
MGV
VANGUARD WORLD FD
-$137.5K
60,319
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$136.5K
113,265
+2%
增持
SCHZ
SCHWAB STRATEGIC TR
+$130.1K
84,219
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$129.7K
2,140
+18%
增持
DFIP
DIMENSIONAL ETF TRUST
+$125.4K
7,786
+75%
减持
IWB
ISHARES TR
-$109.8K
11,742
-0%
减持
GNR
SPDR INDEX SHS FDS
+$108.6K
62,633
-0%
减持
IWD
ISHARES TR
-$100.7K
11,951
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$99.4K
36,668
+11%
建仓
—
PROSPECT CAP CORP
+$99.2K
100,000
建仓
DFIS
DIMENSIONAL ETF TRUST
+$98.2K
4,476
减持
LLY
ELI LILLY & CO
-$92.8K
1,003
-25%
增持
IMTB
ISHARES TR
-$92.0K
54,531
+0%
减持
SHY
ISHARES TR
-$90.1K
27,485
-4%
建仓
LEO
BNY MELLON STRATEGIC MUNS IN
+$87.9K
16,500
增持
DFIV
DIMENSIONAL ETF TRUST
+$82.1K
134,515
+3%
增持
FELE
FRANKLIN ELEC INC
-$79.8K
6,528
+1%
增持
DISV
DIMENSIONAL ETF TRUST
+$79.0K
11,841
+38%
增持
VIOV
VANGUARD ADMIRAL FDS INC
-$76.5K
15,390
+0%
减持
VXF
VANGUARD INDEX FDS
-$75.3K
10,309
-1%
增持
V
VISA INC
+$71.4K
1,191
+40%
增持
SUB
ISHARES TR
-$71.0K
61,040
+0%
增持
STIP
ISHARES TR
+$68.9K
38,102
+3%
减持
IVW
ISHARES TR
-$68.8K
5,176
-14%
减持
GLD
SPDR GOLD TR
-$68.7K
6,564
-2%
增持
ONB
OLD NATL BANCORP IND
+$66.7K
27,920
+15%
减持
IAU
ISHARES GOLD TR
-$64.8K
17,783
-6%
增持
IGIB
ISHARES TR
-$58.0K
60,852
+2%
增持
CYH
COMMUNITY HEALTH SYS INC NEW
+$57.3K
66,175
+116%
增持
NVDA
NVIDIA CORPORATION
+$53.4K
890
+13%
减持
IGE
ISHARES TR
+$52.3K
19,541
-0%
增持
ISTB
ISHARES TR
-$52.0K
331,199
+0%
增持
DFNM
DIMENSIONAL ETF TRUST
-$50.2K
51,131
+0%
增持
ABBV
ABBVIE INC
+$50.1K
2,596
+4%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$49.8K
1,004
建仓
—
REDWOOD TRUST INC
+$49.0K
50,000
增持
—
ISHARES TR
+$48.4K
56,337
+4%
增持
—
ISHARES TR
+$48.0K
51,566
+4%
减持
HPQ
HP INC
-$47.9K
9,394
-0%
减持
SDY
SPDR SER TR
-$47.8K
5,507
-1%
增持
—
ISHARES TR
+$44.3K
51,941
+4%
清仓
TFI
SPDR SER TR
-$43.6K
0
-100%
建仓
—
APOLLO COML REAL ESTATE FIN
+$39.8K
40,000
增持
DFEV
DIMENSIONAL ETF TRUST
+$39.2K
2,295
+270%
增持
SPIB
SPDR SER TR
+$38.4K
10,548
+15%
增持
SCHP
SCHWAB STRATEGIC TR
+$38.1K
13,454
+10%
建仓
DGRO
ISHARES TR
+$37.2K
751
增持
SCHM
SCHWAB STRATEGIC TR
+$34.5K
16,080
+8%
减持
IWN
ISHARES TR
-$34.3K
4,949
-1%
增持
LNC
LINCOLN NATL CORP IND
+$33.1K
17,179
+13%
增持
HD
HOME DEPOT INC
+$29.3K
1,199
+12%
增持
VAW
VANGUARD WORLD FDS
+$29.1K
4,086
+10%
减持
JPM
JPMORGAN CHASE & CO
-$28.7K
15,416
-1%
增持
JNK
SPDR SER TR
-$25.7K
28,118
+1%
减持
GOOG
ALPHABET INC
+$24.1K
3,280
-3%
清仓
SPEM
SPDR INDEX SHS FDS
-$23.7K
0
-100%
减持
LQD
ISHARES TR
-$23.7K
3,858
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
-$22.9K
15,150
+0%
增持
SPY
SPDR S&P 500 ETF TR
-$21.6K
7,134
+3%
减持
IEMG
ISHARES INC
-$21.4K
11,379
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$20.8K
51,849
+7%
增持
DFAX
DIMENSIONAL ETF TRUST
+$19.4K
337,503
+4%
减持
IWV
ISHARES TR
-$19.1K
489
-10%
减持
VUG
VANGUARD INDEX FDS
-$17.9K
643
-6%
减持
IGSB
ISHARES TR
-$17.8K
11,948
-2%
增持
LOW
LOWES COS INC
-$17.8K
1,021
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$16.0K
859
-5%
建仓
DUSB
DIMENSIONAL ETF TRUST
+$15.0K
300
增持
WMB
WILLIAMS COS INC
+$14.9K
10,665
+1%
增持
TSLA
TESLA INC
-$11.8K
2,493
+3%
增持
RWO
SPDR INDEX SHS FDS
-$11.8K
4,777
+1%
减持
IOO
ISHARES TR
-$10.2K
1,336
-6%
增持
DFUV
DIMENSIONAL ETF TRUST
-$8.3K
23,329
+0%
增持
WMT
WALMART INC
+$7.6K
1,974
+1%
增持
IWF
ISHARES TR
-$7.6K
946
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
-$6.7K
6,449
+0%
增持
BIV
VANGUARD BD INDEX FDS
+$5.8K
151,763
+4%
减持
SCHF
SCHWAB STRATEGIC TR
-$5.6K
1,854
-4%
增持
MA
MASTERCARD INCORPORATED
+$5.5K
613
+2%
增持
IBTG
ISHARES TR
-$5.4K
31,168
+0%
减持
HYG
ISHARES TR
-$5.3K
3,595
-0%
