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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 50
减持 83
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$24.8M
1,668,820
+63%
减持
IXUS
ISHARES TR
-$17.7M
586,818
-25%
增持
DFSD
DIMENSIONAL ETF TRUST
+$16.6M
1,229,932
+43%
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
+$13.8M
2,204,876
+44%
减持
IJH
ISHARES TR
-$12.7M
833,829
-20%
减持
IVE
ISHARES TR
-$12.5M
193,255
-23%
增持
DUHP
DIMENSIONAL ETF TRUST
+$11.7M
842,594
+71%
减持
AGG
ISHARES TR
-$10.0M
286,114
-23%
增持
IVV
ISHARES TR
+$8.7M
238,362
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$8.0M
592,559
+32%
增持
DFLV
DIMENSIONAL ETF TRUST
+$7.4M
1,138,494
+31%
增持
DFEM
DIMENSIONAL ETF TRUST
+$6.5M
979,620
+44%
减持
VNQ
VANGUARD INDEX FDS
-$6.4M
134,087
-29%
增持
DFAS
DIMENSIONAL ETF TRUST
+$6.2M
317,240
+43%
减持
VXUS
VANGUARD STAR FDS
-$4.9M
623,988
-3%
减持
IJS
ISHARES TR
-$4.9M
141,787
-25%
减持
IAGG
ISHARES TR
-$4.8M
276,877
-23%
减持
BIV
VANGUARD BD INDEX FDS
-$4.5M
138,136
-27%
减持
LRGF
ISHARES TR
-$4.2M
418,148
-16%
减持
BND
VANGUARD BD INDEX FDS
-$3.8M
225,022
-15%
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.8M
224,896
+50%
减持
ISTB
ISHARES TR
-$3.7M
210,743
-26%
减持
USRT
ISHARES TR
-$3.0M
182,023
-17%
减持
TIP
ISHARES TR
-$2.1M
48,575
-26%
减持
INTF
ISHARES TR
-$2.1M
422,974
-7%
清仓
—
ISHARES TR
-$1.9M
0
-100%
清仓
—
ISHARES TR
-$1.9M
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.9M
131,524
-12%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.8M
183,740
-7%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$1.8M
108,829
-5%
减持
IJR
ISHARES TR
-$1.6M
56,832
-19%
清仓
—
ISHARES TR
-$1.6M
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.4M
219,276
-13%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.3M
86,247
-15%
减持
EFA
ISHARES TR
-$1.3M
63,554
-13%
减持
ATO
ATMOS ENERGY CORP
-$1.2M
15,107
-37%
清仓
—
ISHARES TR
-$1.2M
0
-100%
减持
IVOV
VANGUARD ADMIRAL FDS INC
-$1.0M
2,862
-79%
增持
DFAR
DIMENSIONAL ETF TRUST
+$916.5K
559,165
+19%
减持
BSV
VANGUARD BD INDEX FDS
-$848.5K
108,021
-8%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$803.8K
39,249
-16%
减持
IEFA
ISHARES TR
-$798.9K
37,315
-15%
减持
DFNM
DIMENSIONAL ETF TRUST
-$756.2K
37,341
-29%
减持
DFAC
DIMENSIONAL ETF TRUST
-$714.3K
797,898
-3%
减持
SPIP
SPDR SER TR
-$691.0K
97,736
-19%
减持
IUSB
ISHARES TR
-$616.6K
36,522
-24%
建仓
WMB
WILLIAMS COS INC
+$598.8K
11,065
增持
SCHP
SCHWAB STRATEGIC TR
+$592.5K
87,330
+182%
减持
STIP
ISHARES TR
-$528.5K
23,230
-18%
减持
VBR
VANGUARD INDEX FDS
-$516.8K
69,174
-2%
增持
TSLA
TESLA INC
+$508.9K
3,408
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$503.9K
16,100
+1%
减持
EMGF
ISHARES INC
-$495.3K
46,785
-11%
增持
NVDA
NVIDIA CORPORATION
+$480.5K
16,971
+15%
减持
VO
VANGUARD INDEX FDS
-$477.9K
104,300
-2%
增持
AAPL
APPLE INC
+$475.2K
21,593
+2%
增持
GNR
SPDR INDEX SHS FDS
-$461.0K
58,466
+0%
减持
SMLF
ISHARES TR
-$425.4K
65,001
-10%
减持
VTV
VANGUARD INDEX FDS
-$416.9K
35,077
-4%
减持
ICSH
ISHARES TR
-$412.5K
106,454
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$390.4K
28,487
-17%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$340.0K
13,835
-22%
减持
RWR
SPDR SER TR
-$323.0K
22,662
-6%
增持
SCHZ
SCHWAB STRATEGIC TR
-$301.9K
224,622
+98%
增持
AMZN
AMAZON COM INC
+$298.7K
6,943
+6%
增持
DFIV
DIMENSIONAL ETF TRUST
+$293.0K
171,490
+13%
减持
VOO
VANGUARD INDEX FDS
+$292.0K
68,809
-1%
建仓
IBTH
ISHARES TR
+$286.2K
12,896
清仓
DJP
BARCLAYS BANK PLC
-$285.1K
0
-100%
减持
ITOT
ISHARES TR
-$263.5K
18,344
-12%
清仓
RWO
SPDR INDEX SHS FDS
-$259.9K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$259.5K
0
-100%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$241.5K
35,901
-4%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$234.3K
4,416
增持
IBDS
ISHARES TR
+$230.6K
31,980
+45%
清仓
PEP
PEPSICO INC
-$229.6K
0
-100%
增持
DFAW
DIMENSIONAL ETF TRUST
+$227.5K
6,974
+113%
清仓
AMGN
AMGEN INC
-$227.2K
0
-100%
清仓
ADBE
ADOBE INC
-$220.6K
0
-100%
增持
GOOGL
ALPHABET INC
+$220.1K
6,869
+5%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$215.7K
1,777
-62%
增持
USHY
ISHARES TR
+$213.2K
490,595
+4%
清仓
STLD
STEEL DYNAMICS INC
-$212.3K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$208.4K
865
减持
SHY
ISHARES TR
-$205.4K
24,212
-8%
减持
SPY
SPDR S&P 500 ETF TR
-$202.9K
6,541
-7%
减持
MGV
VANGUARD WORLD FD
-$200.8K
56,274
-0%
减持
JNK
SPDR SER TR
-$200.5K
22,561
-6%
减持
LLY
ELI LILLY & CO
-$200.2K
1,229
-5%
增持
DISV
DIMENSIONAL ETF TRUST
+$190.4K
35,751
+37%
减持
IMTB
ISHARES TR
-$181.7K
43,820
-4%
减持
IGIB
ISHARES TR
-$177.9K
50,033
-2%
减持
DFSV
DIMENSIONAL ETF TRUST
-$174.0K
169,460
-3%
增持
SUB
ISHARES TR
+$165.8K
47,249
+4%
减持
VTI
VANGUARD INDEX FDS
+$164.0K
28,069
-0%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$162.9K
445
减持
VV
VANGUARD INDEX FDS
-$155.1K
17,086
-6%
增持
GOOG
ALPHABET INC
+$149.2K
4,165
+8%
增持
SCHX
SCHWAB STRATEGIC TR
+$146.2K
257,894
+200%
减持
VAW
VANGUARD WORLD FD
-$145.9K
3,721
-7%
减持
VTEB
VANGUARD MUN BD FDS
-$141.4K
60,876
-3%
减持
DVY
ISHARES TR
-$136.0K
1,633
-37%
增持
MSFT
MICROSOFT CORP
+$125.8K
5,698
+8%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$123.7K
16,103
-1%
减持
IUSV
ISHARES TR
-$110.8K
12,088
-6%
减持
SPDW
SPDR INDEX SHS FDS
-$109.8K
31,983
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$104.1K
16,207
-3%
增持
MUB
ISHARES TR
+$95.1K
61,437
+3%
减持
SPYV
SPDR SER TR
-$90.0K
974
-63%
增持
ONB
OLD NATL BANCORP IND
+$87.2K
28,157
+0%
增持
V
VISA INC
+$84.4K
1,572
+5%
增持
VTIP
VANGUARD MALVERN FDS
+$81.8K
117,078
+3%
减持
HPQ
HP INC
-$81.5K
8,087
-16%
减持
ABBV
ABBVIE INC
-$78.6K
2,835
-4%
减持
VB
VANGUARD INDEX FDS
-$72.2K
12,498
-4%
增持
WMT
WALMART INC
+$69.3K
7,146
+0%
减持
IWB
ISHARES TR
+$68.9K
11,294
-1%
增持
LNC
LINCOLN NATL CORP IND
+$68.6K
21,530
+10%
减持
MBB
ISHARES TR
-$68.0K
450
-61%
增持
NFLX
NETFLIX INC
+$65.9K
331
+2%
增持
SCHF
SCHWAB STRATEGIC TR
-$65.8K
4,547
+25%
增持
SCHG
SCHWAB STRATEGIC TR
+$59.8K
3,096
+1119%
增持
IEMG
ISHARES INC
-$56.0K
10,939
+0%
减持
MGC
VANGUARD WORLD FD
-$56.0K
44,553
-3%
增持
MA
MASTERCARD INCORPORATED
+$51.5K
802
+7%
增持
META
META PLATFORMS INC
+$48.8K
972
+7%
增持
FELE
FRANKLIN ELEC INC
-$47.2K
6,564
+0%
减持
JNJ
JOHNSON & JOHNSON
-$45.8K
1,741
-5%
增持
VBK
VANGUARD INDEX FDS
+$45.6K
266
+146%
减持
DFUS
DIMENSIONAL ETF TRUST
-$45.2K
13,938
-7%
减持
IOO
ISHARES TR
-$44.9K
581
-44%
减持
AVGO
BROADCOM INC
+$44.7K
1,318
-13%
减持
SPHY
SPDR SER TR
-$39.0K
14,151
-8%
减持
DFIP
DIMENSIONAL ETF TRUST
-$38.6K
2,632
-23%
增持
COST
COSTCO WHSL CORP NEW
+$35.7K
310
+11%
增持
IBMP
ISHARES TR
+$35.5K
46,980
+4%
减持
DCOR
DIMENSIONAL ETF TRUST
-$35.4K
4,415
-12%
增持
SCHD
SCHWAB STRATEGIC TR
-$33.7K
812
+23%
减持
LQD
ISHARES TR
-$31.4K
3,448
-3%
减持
LOW
LOWES COS INC
-$31.0K
1,267
-0%
增持
KO
COCA COLA CO
-$30.9K
3,837
+2%
减持
IGE
ISHARES TR
-$28.6K
17,939
-1%
减持
VDE
VANGUARD WORLD FD
-$28.2K
7,236
-2%
清仓
IYW
ISHARES TR
-$27.5K
0
-100%
减持
NEAR
ISHARES U S ETF TR
-$27.4K
6,770
-6%
增持
SRE
SEMPRA
+$24.2K
2,560
+7%
增持
—
ISHARES TR
+$23.3K
40,804
+2%
减持
GVI
ISHARES TR
-$22.0K
1,314
-11%
减持
IVW
ISHARES TR
+$21.3K
3,897
-0%
增持
IBTG
ISHARES TR
+$21.2K
55,258
+3%
