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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 8
增持 75
减持 58
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$12.0M
227,763
+1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$7.1M
537,564
+38%
减持
IJH
ISHARES TR
+$6.5M
238,924
-0%
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
+$5.9M
990,488
+20%
减持
IVE
ISHARES TR
+$4.7M
283,770
-2%
减持
LRGF
ISHARES TR
-$4.6M
670,227
-21%
增持
IXUS
ISHARES TR
+$4.5M
866,003
+0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.8M
533,180
+25%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.8M
508,448
+17%
减持
VOO
VANGUARD INDEX FDS
+$3.3M
75,742
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.2M
357,520
+6%
增持
VNQ
VANGUARD INDEX FDS
+$2.8M
197,153
+2%
减持
IJS
ISHARES TR
+$2.5M
206,656
-2%
清仓
—
ISHARES TR
-$2.4M
0
-100%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$2.4M
135,836
-1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.4M
131,917
+26%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.4M
456,915
+18%
增持
DUSB
DIMENSIONAL ETF TRUST
+$2.3M
46,776
+15492%
减持
VXUS
VANGUARD STAR FDS
+$2.3M
639,907
-2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.2M
257,226
+27%
减持
VO
VANGUARD INDEX FDS
+$2.1M
111,861
-3%
减持
ICSH
ISHARES TR
-$2.0M
142,003
-22%
增持
VBR
VANGUARD INDEX FDS
+$2.0M
77,980
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$2.0M
169,230
+12%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.9M
203,583
+6%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.5M
360,307
+5%
减持
EMGF
ISHARES INC
-$1.5M
75,067
-34%
增持
USHY
ISHARES TR
+$1.4M
444,041
+5%
减持
IJR
ISHARES TR
+$1.3M
103,524
-1%
减持
USRT
ISHARES TR
+$1.3M
215,656
-2%
清仓
—
ISHARES TR
-$1.3M
0
-100%
减持
INTF
ISHARES TR
-$1.2M
590,923
-14%
清仓
—
ISHARES TR
-$1.1M
0
-100%
增持
—
ISHARES TR
+$956.6K
96,383
+71%
增持
—
ISHARES TR
+$865.2K
78,298
+78%
减持
MGC
VANGUARD WORLD FD
+$835.8K
49,166
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$784.7K
168,898
+4%
增持
—
ISHARES TR
+$784.7K
65,000
+108%
清仓
—
ISHARES TR
-$736.5K
0
-100%
增持
DFIV
DIMENSIONAL ETF TRUST
+$704.7K
148,213
+10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$668.1K
163,039
-0%
增持
MUB
ISHARES TR
+$664.0K
53,822
+7%
减持
VTI
VANGUARD INDEX FDS
+$657.7K
28,488
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$651.3K
85,155
+4%
增持
SCHZ
SCHWAB STRATEGIC TR
+$621.8K
93,240
+11%
增持
AAPL
APPLE INC
+$598.1K
21,031
+4%
减持
DFAC
DIMENSIONAL ETF TRUST
+$586.4K
993,532
-9%
增持
IBMP
ISHARES TR
+$577.3K
49,821
+77%
增持
VTV
VANGUARD INDEX FDS
+$569.5K
37,492
+3%
增持
—
ISHARES TR
+$553.8K
50,000
+91%
减持
SUB
ISHARES TR
-$509.7K
54,718
-10%
增持
—
ISHARES TR
+$497.9K
63,214
+44%
增持
MSFT
MICROSOFT CORP
+$493.7K
4,114
+23%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$459.3K
39,281
+3%
减持
MGV
VANGUARD WORLD FD
+$439.5K
59,942
-1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$426.5K
57,773
+13%
增持
VV
VANGUARD INDEX FDS
+$423.5K
18,696
+0%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$406.5K
51,967
-4%
增持
TIP
ISHARES TR
+$385.6K
81,369
+1%
减持
JPM
JPMORGAN CHASE & CO
+$367.1K
15,301
-1%
增持
—
ISHARES TR
+$363.9K
67,127
+29%
增持
SPY
SPDR S&P 500 ETF TR
+$355.5K
7,164
+0%
增持
IBDR
ISHARES TR
+$352.0K
50,332
+38%
减持
DFAX
DIMENSIONAL ETF TRUST
-$351.4K
296,853
-12%
建仓
NEAR
ISHARES U S ETF TR
+$336.7K
6,665
增持
SCHA
SCHWAB STRATEGIC TR
+$336.1K
52,576
+1%
减持
STIP
ISHARES TR
-$325.8K
34,152
-10%
减持
IWB
ISHARES TR
+$305.9K
11,684
-0%
减持
EFA
ISHARES TR
+$283.0K
85,009
-4%
减持
VB
VANGUARD INDEX FDS
+$282.8K
12,793
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$281.2K
126,831
+4%
建仓
FICO
FAIR ISAAC CORP
+$259.6K
223
增持
SPDW
SPDR INDEX SHS FDS
+$259.4K
32,373
+19%
减持
IJJ
ISHARES TR
+$253.1K
22,238
-2%
减持
ATO
ATMOS ENERGY CORP
+$249.5K
25,051
-0%
减持
BND
VANGUARD BD INDEX FDS
-$245.4K
303,649
-6%
增持
DFIS
DIMENSIONAL ETF TRUST
+$242.3K
14,086
+215%
建仓
ADBE
ADOBE INC
+$239.8K
402
增持
IBMQ
ISHARES TR
+$233.8K
23,977
+54%
建仓
ABT
ABBOTT LABS
+$231.5K
2,103
减持
VTEB
VANGUARD MUN BD FDS
-$231.0K
63,277
-12%
增持
AMZN
AMAZON COM INC
+$228.3K
6,570
+8%
建仓
ELV
ELEVANCE HEALTH INC
+$224.5K
476
减持
BNDX
VANGUARD CHARLOTTE FDS
+$212.9K
608,216
-2%
建仓
SRE
SEMPRA
+$207.4K
2,776
增持
IBHF
ISHARES TR
+$207.3K
25,000
+54%
减持
IEFA
ISHARES TR
+$204.3K
44,383
-2%
减持
ISTB
ISHARES TR
+$196.2K
327,106
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$195.6K
18,505
+56%
减持
AGG
ISHARES TR
-$187.1K
431,479
-6%
减持
IGIB
ISHARES TR
+$186.4K
60,516
-1%
减持
ITOT
ISHARES TR
+$184.0K
23,435
-3%
减持
IAGG
ISHARES TR
-$179.4K
435,494
-3%
减持
BSV
VANGUARD BD INDEX FDS
+$169.8K
118,185
-1%
增持
SCHM
SCHWAB STRATEGIC TR
+$160.1K
16,575
+3%
建仓
SPMD
SPDR SER TR
+$155.7K
3,195
减持
RWR
SPDR SER TR
+$144.7K
24,584
-7%
清仓
PJAN
INNOVATOR ETFS TR
-$144.4K
0
-100%
增持
SPIP
SPDR SER TR
+$143.8K
179,191
+0%
减持
DFAU
DIMENSIONAL ETF TRUST
-$128.7K
1,939
-70%
减持
ATEC
ALPHATEC HLDGS INC
+$123.2K
64,696
-2%
增持
ABBV
ABBVIE INC
+$116.4K
3,248
+25%
减持
IUSV
ISHARES TR
+$113.3K
14,122
-2%
建仓
SPYM
SPDR SER TR
+$113.2K
2,025
减持
GNR
SPDR INDEX SHS FDS
-$110.8K
59,648
-5%
增持
QQQ
INVESCO QQQ TR
+$109.1K
917
+23%
增持
SPSM
SPDR SER TR
+$105.1K
2,578
+2558%
增持
VAW
VANGUARD WORLD FDS
+$98.3K
4,229
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$94.5K
37,283
+2%
增持
IAU
ISHARES GOLD TR
+$90.8K
18,269
+3%
增持
LNC
LINCOLN NATL CORP IND
+$88.2K
18,998
+11%
清仓
LEO
BNY MELLON STRATEGIC MUNS IN
-$87.9K
0
-100%
增持
IGSB
ISHARES TR
+$81.3K
13,197
+10%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$77.8K
14,667
+4%
增持
DFUV
DIMENSIONAL ETF TRUST
+$77.1K
23,394
+0%
增持
LLY
ELI LILLY & CO
+$72.3K
1,048
+4%
增持
GOOGL
ALPHABET INC
+$72.0K
5,877
+3%
增持
SHY
ISHARES TR
+$68.0K
27,956
+2%
减持
SMLF
ISHARES TR
+$67.3K
97,089
-11%
增持
HD
HOME DEPOT INC
+$67.2K
1,240
+3%
增持
V
VISA INC
+$66.1K
1,306
+10%
增持
ONB
OLD NATL BANCORP IND
+$65.9K
27,938
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$64.6K
2,283
+7%
增持
VDE
VANGUARD WORLD FDS
-$64.3K
8,300
+1%
减持
VMBS
VANGUARD SCOTTSDALE FDS
+$64.1K
63,298
-3%
减持
SPHY
SPDR SER TR
-$61.7K
13,966
-19%
增持
DIHP
DIMENSIONAL ETF TRUST
+$60.7K
5,351
+62%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$58.4K
109,260
-4%
增持
GOOG
ALPHABET INC
+$55.4K
3,462
+6%
减持
DFUS
DIMENSIONAL ETF TRUST
+$52.8K
14,625
-3%
减持
VIOV
VANGUARD ADMIRAL FDS INC
+$52.7K
13,994
-9%
增持
XLK
SELECT SECTOR SPDR TR
+$49.4K
988
+15%
清仓
IJAN
INNOVATOR ETFS TR
-$49.2K
0
-100%
增持
FELE
FRANKLIN ELEC INC
+$48.8K
6,532
+0%
减持
IUSB
ISHARES TR
+$47.3K
62,949
-4%
减持
DVY
ISHARES TR
+$46.5K
5,170
-1%
增持
HPQ
HP INC
+$43.4K
9,467
+1%
清仓
KJAN
INNOVATOR ETFS TR
-$42.8K
0
-100%
增持
DFAW
DIMENSIONAL ETF TRUST
+$41.9K
1,670
+66%
清仓
—
APOLLO COML REAL ESTATE FIN
-$39.8K
0
-100%
减持
IWN
ISHARES TR
+$38.7K
4,568
-8%
减持
IVW
ISHARES TR
-$38.6K
4,202
-19%
增持
LQD
ISHARES TR
+$38.4K
3,904
+1%
减持
SDY
SPDR SER TR
+$36.0K
5,356
-3%
增持
MA
MASTERCARD INCORPORATED
+$35.0K
651
+6%
减持
IWF
ISHARES TR
+$34.0K
942
-0%
减持
GLD
SPDR GOLD TR
+$33.9K
6,064
-8%
减持
SPYV
SPDR SER TR
-$32.4K
6,782
-20%
减持
DFIP
DIMENSIONAL ETF TRUST
-$31.9K
6,728
-14%
增持
SCHP
SCHWAB STRATEGIC TR
+$29.7K
13,582
+1%
