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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 66
减持 75
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
IJH
ISHARES TR
-$5.7M
1,101,264
-5%
减持
IVV
ISHARES TR
+$4.6M
228,386
-0%
减持
IVE
ISHARES TR
-$3.1M
264,915
-3%
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
+$2.8M
720,882
+12%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.8M
1,325,602
+11%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.5M
677,758
+9%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$2.5M
115,532
-8%
增持
DFLV
DIMENSIONAL ETF TRUST
+$2.4M
762,303
+17%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.3M
389,583
+21%
减持
AGG
ISHARES TR
-$2.3M
399,980
-5%
减持
LRGF
ISHARES TR
-$2.3M
534,788
-10%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.2M
612,208
+10%
减持
IXUS
ISHARES TR
-$1.9M
827,177
-3%
减持
BND
VANGUARD BD INDEX FDS
-$1.7M
290,148
-7%
减持
INTF
ISHARES TR
-$1.7M
486,090
-9%
减持
IJS
ISHARES TR
-$1.6M
198,786
-2%
减持
IJR
ISHARES TR
-$1.5M
80,357
-12%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.3M
189,882
+17%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.1M
600,075
-3%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$1.1M
37,423
-21%
减持
IAGG
ISHARES TR
-$1.1M
390,695
-5%
增持
AAPL
APPLE INC
+$1.0M
21,086
+6%
减持
DFAC
DIMENSIONAL ETF TRUST
-$991.9K
851,655
-4%
减持
IJJ
ISHARES TR
-$921.2K
12,580
-37%
减持
VO
VANGUARD INDEX FDS
-$910.1K
109,842
-0%
增持
NVDA
NVIDIA CORPORATION
+$855.8K
13,590
+1392%
减持
SUB
ISHARES TR
-$808.7K
48,058
-14%
减持
VBR
VANGUARD INDEX FDS
-$786.2K
74,230
-1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$784.5K
436,643
+10%
增持
BIV
VANGUARD BD INDEX FDS
+$732.8K
199,162
+6%
减持
SMLF
ISHARES TR
-$700.5K
79,909
-9%
增持
USHY
ISHARES TR
+$669.9K
467,866
+5%
减持
ICSH
ISHARES TR
-$611.7K
126,733
-9%
增持
MSFT
MICROSOFT CORP
+$574.2K
5,353
+24%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$520.7K
106,619
-6%
增持
IBDR
ISHARES TR
+$477.0K
87,548
+30%
减持
—
ISHARES TR
-$475.6K
79,288
-20%
减持
EMGF
ISHARES INC
-$474.4K
56,679
-19%
减持
SPIP
SPDR SER TR
-$469.3K
157,079
-10%
增持
DUSB
DIMENSIONAL ETF TRUST
+$459.0K
122,344
+8%
减持
VOO
VANGUARD INDEX FDS
+$448.4K
69,615
-3%
减持
ISTB
ISHARES TR
-$445.8K
306,942
-3%
增持
VNQ
VANGUARD INDEX FDS
-$445.0K
201,103
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$412.2K
406,212
+7%
增持
—
ISHARES TR
+$380.6K
92,804
+20%
增持
LLY
ELI LILLY & CO
+$375.6K
1,365
+23%
减持
—
ISHARES TR
-$355.5K
45,432
-25%
减持
—
ISHARES TR
-$353.5K
50,431
-23%
清仓
DFIS
DIMENSIONAL ETF TRUST
-$353.0K
0
-100%
减持
MGC
VANGUARD WORLD FD
+$345.9K
46,265
-2%
增持
IBDS
ISHARES TR
+$323.9K
19,904
+219%
减持
—
ISHARES TR
-$313.6K
77,038
-14%
减持
—
ISHARES TR
-$313.0K
58,920
-19%
增持
GOOGL
ALPHABET INC
+$283.1K
6,449
+9%
建仓
—
EXXON MOBIL CORP
+$266.2K
2,312
减持
ITOT
ISHARES TR
-$247.3K
19,890
-12%
减持
DVY
ISHARES TR
-$245.0K
3,093
-38%
增持
USRT
ISHARES TR
+$244.0K
224,796
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$243.4K
65,814
+9%
减持
IGIB
ISHARES TR
-$235.8K
53,748
-7%
增持
BSV
VANGUARD BD INDEX FDS
+$232.9K
121,166
+3%
建仓
COST
COSTCO WHSL CORP NEW
+$227.1K
267
减持
TIP
ISHARES TR
-$226.1K
79,154
-2%
清仓
KR
KROGER CO
-$225.9K
0
-100%
减持
IMTB
ISHARES TR
-$218.5K
48,587
-9%
建仓
NFLX
NETFLIX INC
+$217.3K
322
减持
MGV
VANGUARD WORLD FD
-$212.2K
58,481
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$209.3K
257,160
-3%
增持
VV
VANGUARD INDEX FDS
+$204.7K
18,593
+0%
减持
ATEC
ALPHATEC HLDGS INC
-$202.4K
60,553
-0%
建仓
AMGN
AMGEN INC
+$201.2K
644
增持
SCHZ
SCHWAB STRATEGIC TR
+$193.2K
114,138
+5%
增持
GOOG
ALPHABET INC
+$184.5K
3,791
+13%
减持
SPYV
SPDR SER TR
-$181.3K
3,251
-52%
减持
EFA
ISHARES TR
-$178.6K
78,345
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
-$175.5K
173,919
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$171.4K
84,068
-0%
增持
META
META PLATFORMS INC
+$170.6K
895
+55%
增持
IVOO
VANGUARD ADMIRAL FDS INC
-$164.5K
47,358
+0%
减持
GNR
SPDR INDEX SHS FDS
-$164.4K
58,440
-1%
增持
TSLA
TESLA INC
+$149.9K
3,324
+15%
增持
IBMO
ISHARES TR
+$148.8K
49,533
+14%
增持
IBMQ
ISHARES TR
+$145.1K
23,280
+34%
减持
VTV
VANGUARD INDEX FDS
-$134.2K
37,028
-1%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$129.3K
18,332
+15%
减持
SPY
SPDR S&P 500 ETF TR
+$129.0K
7,095
-1%
减持
NEAR
ISHARES U S ETF TR
-$126.9K
7,383
-25%
增持
DCOR
DIMENSIONAL ETF TRUST
+$125.1K
2,275
+1200%
减持
IUSV
ISHARES TR
-$123.6K
12,881
-7%
增持
MUB
ISHARES TR
+$118.2K
60,457
+3%
增持
VB
VANGUARD INDEX FDS
-$114.7K
12,824
+1%
减持
DIHP
DIMENSIONAL ETF TRUST
-$112.2K
1,216
-77%
增持
IWR
ISHARES TR
-$110.7K
36,832
+0%
减持
HD
HOME DEPOT INC
-$110.4K
1,126
-13%
减持
SPIB
SPDR SER TR
-$106.5K
7,272
-31%
增持
DISV
DIMENSIONAL ETF TRUST
+$106.5K
24,494
+21%
减持
STIP
ISHARES TR
-$105.0K
33,574
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$100.4K
17,766
-9%
减持
VXUS
VANGUARD STAR FDS
-$100.2K
652,435
-0%
建仓
IBMR
ISHARES TR
+$99.9K
4,020
减持
VTI
VANGUARD INDEX FDS
+$98.6K
27,563
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$95.8K
15,862
+2%
增持
AMZN
AMAZON COM INC
+$94.7K
6,432
+1%
增持
WMT
WALMART INC
+$88.6K
7,048
+9%
减持
VOE
VANGUARD INDEX FDS
-$85.2K
13,663
-0%
增持
IBDU
ISHARES TR
+$83.3K
9,251
+67%
减持
DFGP
DIMENSIONAL ETF TRUST
-$82.9K
3,011
-34%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$82.5K
155,235
-1%
减持
IWD
ISHARES TR
-$77.4K
11,129
-1%
减持
DFNM
DIMENSIONAL ETF TRUST
-$75.5K
60,141
-2%
减持
LOW
LOWES COS INC
-$73.7K
1,260
-9%
增持
FELE
FRANKLIN ELEC INC
-$67.5K
6,547
+0%
减持
IUSB
ISHARES TR
-$67.1K
54,729
-2%
增持
GLD
SPDR GOLD TR
+$64.1K
6,100
+1%
减持
VDE
VANGUARD WORLD FD
-$61.6K
7,624
-3%
减持
SPSB
SPDR SER TR
-$57.3K
8,153
-19%
增持
ATO
ATMOS ENERGY CORP
-$53.3K
25,080
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$52.6K
17,552
+6%
减持
FICO
FAIR ISAAC CORP
+$52.5K
230
-1%
减持
IWB
ISHARES TR
+$52.1K
11,479
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$50.9K
3,634
+60%
增持
IBDV
ISHARES TR
+$49.6K
3,481
+205%
增持
HPQ
HP INC
+$49.5K
9,604
+1%
增持
IBDT
ISHARES TR
+$49.1K
7,523
+37%
增持
WMB
WILLIAMS COS INC
+$48.9K
11,032
+2%
减持
VAW
VANGUARD WORLD FD
-$48.5K
4,022
-0%
减持
IGE
ISHARES TR
-$48.2K
18,486
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$46.2K
34,495
-2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$45.5K
4,620
-12%
增持
SPYM
SPDR SER TR
+$45.4K
2,656
+31%
减持
AVGO
BROADCOM INC
+$44.1K
167
-1%
减持
SPDW
SPDR INDEX SHS FDS
-$42.6K
31,861
-2%
增持
IBMP
ISHARES TR
+$42.4K
46,980
+4%
增持
IVW
ISHARES TR
+$39.9K
4,242
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$39.6K
476
+16%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$38.4K
211,024
+1%
建仓
IXJ
ISHARES TR
+$36.8K
396
增持
IEFA
ISHARES TR
-$36.7K
44,063
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
-$35.0K
23,328
+0%
减持
IGSB
ISHARES TR
-$33.6K
12,224
-5%
增持
KO
COCA COLA CO
+$33.0K
3,839
+11%
增持
SCHA
SCHWAB STRATEGIC TR
+$32.7K
56,696
+5%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$32.6K
3,325
-9%
增持
VUG
VANGUARD INDEX FDS
+$29.6K
671
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$28.8K
14,667
+0%
建仓
VPU
VANGUARD WORLD FD
+$28.7K
194
增持
DGRO
ISHARES TR
+$28.5K
1,252
+67%
增持
STLD
STEEL DYNAMICS INC
-$28.3K
1,686
+1%
增持
RWR
SPDR SER TR
-$28.2K
24,596
+0%
减持
SDY
SPDR SER TR
-$27.2K
5,186
-1%
