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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 8
增持 56
减持 81
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$14.2M
1,021,144
+42%
增持
DFSD
DIMENSIONAL ETF TRUST
+$9.2M
860,085
+27%
增持
DFIC
DIMENSIONAL ETF TRUST
+$8.4M
1,535,303
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。
+16%
减持
IVV
ISHARES TR
+$6.7M
228,226
-0%
增持
DFLV
DIMENSIONAL ETF TRUST
+$4.8M
870,256
+14%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.3M
491,990
+26%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.9M
448,471
+10%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.0M
222,300
+17%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.8M
680,988
+11%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.4M
471,734
+8%
减持
VXUS
VANGUARD STAR FDS
+$2.4M
644,293
-1%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
69,708
+0%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.6M
114,705
-1%
减持
VNQ
VANGUARD INDEX FDS
+$1.5M
188,179
-6%
减持
VO
VANGUARD INDEX FDS
+$1.4M
106,230
-3%
增持
DUSB
DIMENSIONAL ETF TRUST
+$1.4M
149,756
+22%
减持
USRT
ISHARES TR
+$1.4M
218,128
-3%
减持
TIP
ISHARES TR
-$1.2M
65,926
-17%
减持
IVE
ISHARES TR
+$1.2M
250,386
-5%
减持
AGG
ISHARES TR
-$1.1M
372,274
-7%
减持
IJS
ISHARES TR
+$974.2K
188,650
-5%
减持
BND
VANGUARD BD INDEX FDS
-$940.8K
265,801
-8%
增持
USHY
ISHARES TR
+$861.6K
473,726
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$856.3K
825,711
-3%
减持
IAGG
ISHARES TR
-$842.0K
360,122
-8%
减持
SPIP
SPDR SER TR
-$828.2K
120,422
-23%
减持
ISTB
ISHARES TR
-$758.7K
283,096
-8%
增持
SCHP
SCHWAB STRATEGIC TR
+$750.3K
31,013
+77%
减持
VBR
VANGUARD INDEX FDS
+$677.2K
70,852
-5%
减持
IXUS
ISHARES TR
+$671.9K
778,686
-6%
减持
ICSH
ISHARES TR
-$622.8K
113,934
-10%
增持
VTI
VANGUARD INDEX FDS
+$597.2K
28,149
+2%
减持
VTIP
VANGUARD MALVERN FDS
-$568.3K
113,306
-11%
增持
AAPL
APPLE INC
+$491.0K
21,168
+0%
减持
STIP
ISHARES TR
-$475.0K
28,280
-16%
清仓
WMB
WILLIAMS COS INC
-$468.9K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$430.4K
85,951
+2%
建仓
BRO
BROWN & BROWN INC
+$417.9K
4,034
减持
ATO
ATMOS ENERGY CORP
+$415.9K
24,090
-4%
减持
VTV
VANGUARD INDEX FDS
+$415.7K
36,406
-2%
减持
MGC
VANGUARD WORLD FD
+$403.1K
46,122
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$384.6K
175,000
+1%
减持
IJR
ISHARES TR
-$374.9K
70,075
-13%
减持
LRGF
ISHARES TR
-$359.4K
500,647
-6%
减持
DFNM
DIMENSIONAL ETF TRUST
-$333.0K
52,327
-13%
增持
DFIV
DIMENSIONAL ETF TRUST
+$331.3K
152,088
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$317.0K
58,393
+3%
减持
DFGX
DIMENSIONAL ETF TRUST
-$312.2K
1,385
-81%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$310.7K
149,423
-4%
减持
MGV
VANGUARD WORLD FD
+$300.0K
56,361
-4%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$296.8K
197,855
-6%
减持
DFAX
DIMENSIONAL ETF TRUST
+$293.3K
252,880
-2%
增持
VB
VANGUARD INDEX FDS
+$279.0K
12,964
+1%
减持
RWR
SPDR SER TR
+$273.5K
24,017
-2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$267.8K
575,533
-4%
增持
ITOT
ISHARES TR
+$260.4K
20,880
+5%
减持
IVOO
VANGUARD ADMIRAL FDS INC
+$250.9K
46,810
-1%
减持
IJH
ISHARES TR
+$234.6K
1,037,879
-6%
减持
VOE
VANGUARD INDEX FDS
-$228.7K
10,894
-20%
清仓
CYH
COMMUNITY HEALTH SYS INC NEW
-$223.8K
0
-100%
减持
IEFA
ISHARES TR
+$220.7K
43,836
-1%
减持
TSLA
TESLA INC
+$209.5K
3,315
-0%
减持
IUSB
ISHARES TR
-$207.4K
48,120
-12%
减持
SUB
ISHARES TR
-$206.4K
45,372
-6%
建仓
KR
KROGER CO
+$201.1K
3,509
建仓
SRE
SEMPRA
+$200.3K
2,395
减持
SCHZ
SCHWAB STRATEGIC TR
+$198.4K
113,653
-0%
增持
DCOR
DIMENSIONAL ETF TRUST
+$183.2K
5,030
+121%
减持
SPY
SPDR S&P 500 ETF TR
+$175.6K
7,036
-1%
增持
SCHM
SCHWAB STRATEGIC TR
+$164.0K
18,670
+5%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$163.6K
101,679
-5%
减持
GLD
SPDR GOLD TR
+$160.4K
6,056
-1%
减持
JNK
SPDR SER TR
-$156.5K
24,076
-10%
减持
IWB
ISHARES TR
+$154.1K
11,354
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$147.0K
15,912
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$135.5K
34,378
-0%
减持
DFIP
DIMENSIONAL ETF TRUST
-$129.6K
3,433
-49%
减持
VV
VANGUARD INDEX FDS
+$122.0K
18,091
-3%
增持
FICO
FAIR ISAAC CORP
+$120.2K
238
+3%
增持
NVDA
NVIDIA CORPORATION
+$119.6K
14,810
+9%
减持
MSFT
MICROSOFT CORP
-$116.7K
5,289
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$104.8K
62,463
-5%
增持
DISV
DIMENSIONAL ETF TRUST
+$100.5K
26,134
+7%
增持
WMT
WALMART INC
+$99.1K
7,137
+1%
建仓
EVLV
EVOLV TECHNOLOGIES HLDNGS IN
+$98.9K
24,408
减持
BSV
VANGUARD BD INDEX FDS
-$98.2K
116,854
-4%
减持
IJJ
ISHARES TR
+$97.6K
12,336
-2%
增持
IBDR
ISHARES TR
+$97.5K
89,833
+3%
减持
VIOV
VANGUARD ADMIRAL FDS INC
+$97.3K
17,642
-4%
减持
VMBS
VANGUARD SCOTTSDALE FDS
+$94.8K
62,879
-1%
减持
BIV
VANGUARD BD INDEX FDS
-$94.5K
189,112
-5%
增持
GOOGL
ALPHABET INC
-$94.5K
6,513
+1%
减持
IGEB
ISHARES TR
-$90.7K
450
-82%
减持
LLY
ELI LILLY & CO
-$87.5K
1,296
-5%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
+$87.4K
16,216
-2%
增持
HD
HOME DEPOT INC
+$86.2K
1,169
+4%
减持
IWD
ISHARES TR
+$84.1K
10,673
-4%
增持
SPDW
SPDR INDEX SHS FDS
+$83.7K
31,986
+0%
减持
VXF
VANGUARD INDEX FDS
+$83.7K
9,752
-3%
减持
SMLF
ISHARES TR
-$78.3K
72,539
-9%
减持
HYG
ISHARES TR
-$76.2K
1,806
-37%
减持
IAU
ISHARES GOLD TR
+$74.6K
17,649
-3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$70.7K
15,013
+2%
减持
VAW
VANGUARD WORLD FD
+$70.1K
3,995
-1%
增持
META
META PLATFORMS INC
+$69.1K
909
+2%
减持
VDE
VANGUARD WORLD FD
-$66.6K
7,398
-3%
增持
LOW
LOWES COS INC
+$65.9K
1,269
+1%
建仓
ESGD
ISHARES TR
+$64.9K
771
增持
IBDS
ISHARES TR
+$63.3K
21,980
+10%
增持
RWO
SPDR INDEX SHS FDS
+$62.6K
5,469
+15%
增持
—
ISHARES TR
+$60.1K
94,310
+2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$59.4K
23,399
+0%
减持
SDY
SPDR SER TR
+$59.0K
5,059
-2%
增持
PGR
PROGRESSIVE CORP
+$56.7K
1,195
+1%
增持
FELE
FRANKLIN ELEC INC
+$56.3K
6,553
+0%
增持
DJP
BARCLAYS BANK PLC
+$54.0K
8,843
+23%
建仓
ESGV
VANGUARD WORLD FD
+$52.1K
513
增持
GOOG
ALPHABET INC
-$51.3K
3,852
+2%
清仓
—
REDWOOD TRUST INC
-$49.5K
0
-100%
减持
EFA
ISHARES TR
-$47.9K
72,808
-7%
增持
JNJ
JOHNSON & JOHNSON
+$46.1K
1,836
+7%
增持
MA
MASTERCARD INCORPORATED
+$43.9K
751
+1%
减持
ABT
ABBOTT LABS
-$43.5K
2,025
-23%
增持
SPHY
SPDR SER TR
+$42.4K
15,433
+9%
增持
IBTG
ISHARES TR
+$42.3K
53,726
+2%
增持
ONB
OLD NATL BANCORP IND
+$41.8K
28,077
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$41.7K
486
+2%
减持
SHY
ISHARES TR
-$40.1K
26,341
-4%
减持
DFGP
DIMENSIONAL ETF TRUST
-$39.9K
2,167
-28%
减持
INTF
ISHARES TR
+$38.8K
453,301
-7%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$38.2K
1,539
+1%
清仓
IXJ
ISHARES TR
-$36.8K
0
-100%
增持
LNC
LINCOLN NATL CORP IND
+$35.3K
19,490
+5%
增持
—
ISHARES TR
+$35.1K
59,915
+2%
增持
SCHD
SCHWAB STRATEGIC TR
+$34.8K
661
+145%
减持
EMGF
ISHARES INC
-$34.0K
52,445
-7%
减持
SPYM
SPDR SER TR
-$33.3K
2,025
-24%
减持
IEMG
ISHARES INC
+$32.5K
10,926
-2%
减持
IBMP
ISHARES TR
-$29.4K
45,012
-4%
清仓
VPU
VANGUARD WORLD FD
-$28.7K
0
-100%
减持
IMTB
ISHARES TR
-$28.4K
45,852
-6%
建仓
ICLN
ISHARES TR
+$28.3K
1,925
建仓
ESML
ISHARES TR
+$28.0K
669
增持
AMGN
AMGEN INC
+$25.9K
705
+9%
增持
IYW
ISHARES TR
+$25.8K
181
+1545%
减持
—
ISHARES TR
-$25.6K
62,891
-2%
增持
DFEV
DIMENSIONAL ETF TRUST
+$25.5K
4,961
+18%
减持
KO
COCA COLA CO
+$25.4K
3,754
-2%
减持
DGRO
ISHARES TR
-$25.0K
751
-40%
减持
DVY
ISHARES TR
-$23.8K
2,594
-16%
