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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 70
减持 64
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$11.6M
228,943
+1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$6.8M
1,199,361
+21%
增持
DFSD
DIMENSIONAL ETF TRUST
+$5.5M
624,410
+23%
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
DFLV
DIMENSIONAL ETF TRUST
+$5.2M
654,144
+23%
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.3M
646,207
+20%
增持
IJH
ISHARES TR
+$3.9M
1,154,989
+383%
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.4M
113,508
+143%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.8M
321,270
+25%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.7M
555,267
+22%
增持
VXUS
VANGUARD STAR FDS
+$2.4M
654,097
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.2M
162,140
+23%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.9M
379,533
+6%
减持
IVE
ISHARES TR
+$1.9M
274,498
-3%
减持
AGG
ISHARES TR
-$1.7M
419,816
-3%
减持
IXUS
ISHARES TR
+$1.6M
852,030
-2%
减持
VO
VANGUARD INDEX FDS
+$1.5M
110,073
-2%
减持
VOO
VANGUARD INDEX FDS
+$1.3M
71,496
-6%
增持
BIV
VANGUARD BD INDEX FDS
+$1.3M
188,096
+11%
增持
IVOO
VANGUARD ADMIRAL FDS INC
+$1.2M
47,162
+20%
减持
IJR
ISHARES TR
-$1.1M
91,317
-12%
减持
IAGG
ISHARES TR
-$1.1M
412,441
-5%
增持
DFAR
DIMENSIONAL ETF TRUST
+$671.9K
396,302
+10%
增持
SCHZ
SCHWAB STRATEGIC TR
+$662.4K
108,896
+17%
减持
INTF
ISHARES TR
-$651.9K
533,232
-10%
减持
AAPL
APPLE INC
-$632.9K
19,922
-5%
减持
DFAC
DIMENSIONAL ETF TRUST
-$591.7K
890,430
-10%
减持
MGV
VANGUARD WORLD FD
+$586.3K
59,762
-0%
减持
ISTB
ISHARES TR
-$571.5K
315,886
-3%
减持
VTI
VANGUARD INDEX FDS
+$517.0K
27,991
-2%
增持
JPM
JPMORGAN CHASE & CO
+$509.8K
15,539
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$502.9K
265,183
-11%
增持
IBTG
ISHARES TR
+$500.8K
52,242
+74%
增持
MUB
ISHARES TR
+$488.7K
58,769
+9%
减持
VTV
VANGUARD INDEX FDS
+$468.8K
37,295
-1%
减持
MGC
VANGUARD WORLD FD
+$458.9K
46,994
-4%
减持
SCHX
SCHWAB STRATEGIC TR
+$427.2K
84,273
-1%
增持
NVDA
NVIDIA CORPORATION
+$426.0K
911
+14%
增持
IBDR
ISHARES TR
+$405.5K
67,439
+34%
建仓
DFGX
DIMENSIONAL ETF TRUST
+$390.7K
7,370
增持
DFIV
DIMENSIONAL ETF TRUST
+$375.4K
148,790
+0%
增持
—
ISHARES TR
+$361.3K
77,651
+23%
减持
IUSB
ISHARES TR
-$358.1K
55,757
-11%
减持
VV
VANGUARD INDEX FDS
+$358.0K
18,504
-1%
减持
IJS
ISHARES TR
-$355.4K
203,822
-1%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$341.2K
47,423
-9%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$330.8K
617,104
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$327.0K
7,135
-0%
增持
BND
VANGUARD BD INDEX FDS
+$313.3K
311,809
+3%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$306.2K
113,305
+4%
减持
VBR
VANGUARD INDEX FDS
+$300.6K
74,707
-4%
增持
—
ISHARES TR
+$299.2K
89,805
+15%
减持
IWB
ISHARES TR
+$299.1K
11,677
-0%
减持
LRGF
ISHARES TR
-$293.5K
596,019
-11%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$281.5K
209,026
+3%
建仓
META
META PLATFORMS INC
+$280.7K
578
增持
MSFT
MICROSOFT CORP
+$271.3K
4,322
+5%
增持
DFSV
DIMENSIONAL ETF TRUST
+$262.6K
172,124
+2%
增持
—
ISHARES TR
+$257.9K
60,432
+21%
增持
LLY
ELI LILLY & CO
+$249.7K
1,106
+6%
建仓
STLD
STEEL DYNAMICS INC
+$246.7K
1,664
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$244.5K
8,380
建仓
DFGP
DIMENSIONAL ETF TRUST
+$242.2K
4,538
建仓
PGR
PROGRESSIVE CORP
+$235.4K
1,138
建仓
JNJ
JOHNSON & JOHNSON
+$231.0K
1,460
建仓
PEP
PEPSICO INC
+$227.5K
1,300
建仓
KR
KROGER CO
+$225.9K
3,954
建仓
AVGO
BROADCOM INC
+$224.0K
169
建仓
KO
COCA COLA CO
+$211.4K
3,455
清仓
SRE
SEMPRA
-$207.4K
0
-100%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$206.4K
1,502
建仓
SIVR
ABRDN SILVER ETF TRUST
+$205.7K
8,641
建仓
PG
PROCTER AND GAMBLE CO
+$205.4K
1,266
建仓
UNH
UNITEDHEALTH GROUP INC
+$202.8K
410
减持
IBMO
ISHARES TR
-$199.7K
43,603
-15%
减持
—
ISHARES TR
-$192.2K
40,804
-15%
减持
—
ISHARES TR
-$189.8K
64,008
-10%
减持
IJJ
ISHARES TR
-$187.5K
19,854
-11%
减持
VB
VANGUARD INDEX FDS
+$181.7K
12,734
-0%
减持
IBMQ
ISHARES TR
-$176.2K
17,309
-28%
减持
VTEB
VANGUARD MUN BD FDS
-$175.8K
60,366
-5%
增持
SCHA
SCHWAB STRATEGIC TR
+$173.8K
53,971
+3%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$166.1K
15,885
+14%
增持
USHY
ISHARES TR
+$163.4K
445,595
+0%
增持
NEAR
ISHARES U S ETF TR
+$161.8K
9,879
+48%
减持
IGIB
ISHARES TR
-$155.9K
57,963
-4%
增持
SCHP
SCHWAB STRATEGIC TR
+$151.3K
16,494
+21%
减持
AMZN
AMAZON COM INC
+$150.1K
6,366
-3%
增持
DFNM
DIMENSIONAL ETF TRUST
+$145.8K
61,310
+6%
减持
ITOT
ISHARES TR
+$143.8K
22,635
-3%
减持
ATEC
ALPHATEC HLDGS INC
-$142.3K
60,567
-6%
增持
SCHM
SCHWAB STRATEGIC TR
+$138.9K
17,037
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$138.7K
128,667
+1%
减持
ICSH
ISHARES TR
-$135.8K
138,756
-2%
减持
IBMP
ISHARES TR
-$133.7K
44,996
-10%
增持
VNQ
VANGUARD INDEX FDS
-$131.0K
199,924
+1%
增持
LOW
LOWES COS INC
+$125.6K
1,380
+36%
增持
DFAW
DIMENSIONAL ETF TRUST
+$121.5K
3,605
+116%
减持
SPIP
SPDR SER TR
-$119.7K
174,170
-3%
增持
TSLA
TESLA INC
-$119.3K
2,889
+14%
减持
SMLF
ISHARES TR
-$119.0K
87,949
-9%
增持
—
ISHARES TR
+$118.4K
72,367
+8%
增持
ABBV
ABBVIE INC
+$116.7K
3,405
+5%
减持
IEFA
ISHARES TR
+$115.2K
43,620
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$114.7K
2,209
-3%
减持
EMGF
ISHARES INC
-$97.8K
70,041
-7%
减持
EFA
ISHARES TR
-$90.0K
79,081
-7%
增持
IBDS
ISHARES TR
+$89.2K
6,235
+152%
减持
SPSB
SPDR SER TR
-$88.6K
10,058
-23%
增持
USRT
ISHARES TR
+$88.1K
219,258
+2%
减持
LNC
LINCOLN NATL CORP IND
+$81.5K
18,598
-2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$80.3K
23,253
-1%
增持
IBDT
ISHARES TR
+$79.2K
5,509
+138%
增持
STIP
ISHARES TR
+$78.3K
34,651
+1%
增持
—
ISHARES TR
+$77.3K
99,288
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$76.3K
14,643
+0%
增持
ATO
ATMOS ENERGY CORP
+$75.5K
25,060
+0%
增持
DISV
DIMENSIONAL ETF TRUST
+$75.4K
20,321
+10%
增持
GOOGL
ALPHABET INC
+$70.6K
5,907
+1%
增持
IBDU
ISHARES TR
+$69.0K
5,538
+123%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$69.0K
35,033
-6%
增持
HD
HOME DEPOT INC
+$68.2K
1,298
+5%
减持
TIP
ISHARES TR
-$68.2K
80,795
-1%
减持
IUSV
ISHARES TR
+$67.9K
13,919
-1%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$67.9K
16,435
+12%
减持
IGE
ISHARES TR
+$66.9K
19,151
-2%
增持
FELE
FRANKLIN ELEC INC
+$66.8K
6,536
+0%
增持
SUB
ISHARES TR
+$64.2K
55,697
+2%
减持
VXF
VANGUARD INDEX FDS
+$61.0K
10,019
-3%
增持
IMTB
ISHARES TR
+$60.9K
53,352
+4%
减持
VDE
VANGUARD WORLD FD
+$60.8K
7,853
-5%
增持
ABT
ABBOTT LABS
+$57.0K
2,538
+21%
增持
WMT
WALMART INC
+$54.7K
6,459
+205%
减持
SHY
ISHARES TR
-$49.5K
27,439
-2%
减持
GNR
SPDR INDEX SHS FDS
+$49.2K
59,180
-1%
增持
WMB
WILLIAMS COS INC
+$45.2K
10,777
+0%
减持
JNK
SPDR SER TR
-$44.3K
26,325
-2%
减持
IWD
ISHARES TR
+$44.2K
11,273
-6%
增持
MA
MASTERCARD INCORPORATED
+$43.1K
666
+2%
减持
BSV
VANGUARD BD INDEX FDS
-$42.1K
118,176
-0%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$41.8K
126,188
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$40.9K
19,502
-0%
减持
IVW
ISHARES TR
+$37.1K
4,177
-1%
增持
ADBE
ADOBE INC
-$36.0K
404
+0%
增持
DFEV
DIMENSIONAL ETF TRUST
+$33.5K
3,532
+53%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$32.5K
156,615
-4%
增持
FICO
FAIR ISAAC CORP
+$30.3K
232
+4%
增持
V
VISA INC
+$27.3K
1,316
+1%
减持
HYG
ISHARES TR
-$27.0K
2,868
-11%
增持
ELV
ELEVANCE HEALTH INC
+$26.5K
484
+2%
减持
QQQ
INVESCO QQQ TR
-$26.5K
786
-14%
