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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 9
增持 67
减持 69
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFIC
DIMENSIONAL ETF TRUST
+$12.6M
2,505,201
+14%
增持
DFCF
DIMENSIONAL ETF TRUST
+$11.6M
1,913,355
+15%
减持
IJH
ISHARES TR
-$5.9M
789,327
-5%
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
DFSD
DIMENSIONAL ETF TRUST
+$5.0M
1,318,522
+7%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.2M
985,640
+17%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.6M
1,236,631
+9%
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.6M
294,688
+31%
增持
DFEM
DIMENSIONAL ETF TRUST
+$3.0M
1,082,926
+11%
增持
IVV
ISHARES TR
-$2.9M
244,566
+3%
减持
LRGF
ISHARES TR
-$2.7M
389,048
-7%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.6M
757,053
-5%
减持
IJS
ISHARES TR
-$2.6M
131,502
-7%
减持
VOO
VANGUARD INDEX FDS
-$2.0M
68,205
-1%
减持
IVE
ISHARES TR
-$2.0M
183,276
-5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.7M
374,665
+18%
减持
VXUS
VANGUARD STAR FDS
+$1.6M
617,830
-1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.4M
667,003
+13%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.3M
601,887
+8%
增持
ICSH
ISHARES TR
+$1.1M
127,040
+19%
减持
VNQ
VANGUARD INDEX FDS
-$1.1M
120,279
-10%
减持
IJR
ISHARES TR
-$919.9K
53,823
-5%
增持
USHY
ISHARES TR
+$902.3K
514,841
+5%
减持
VBR
VANGUARD INDEX FDS
-$898.9K
68,764
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$809.2K
175,143
+2%
减持
IAGG
ISHARES TR
-$767.9K
261,128
-6%
减持
IXUS
ISHARES TR
-$767.2K
544,978
-7%
减持
VO
VANGUARD INDEX FDS
-$755.5K
103,601
-1%
减持
SMLF
ISHARES TR
-$689.8K
59,488
-8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$681.1K
606,789
+3%
减持
ISTB
ISHARES TR
-$604.3K
195,716
-7%
增持
AAPL
APPLE INC
-$552.0K
21,858
+1%
减持
NVDA
NVIDIA CORPORATION
-$549.3K
15,960
-6%
增持
DISV
DIMENSIONAL ETF TRUST
+$499.2K
49,764
+39%
减持
USRT
ISHARES TR
-$478.9K
172,791
-5%
减持
VTI
VANGUARD INDEX FDS
-$477.7K
27,859
-1%
增持
IBMR
ISHARES TR
+$446.7K
21,849
+444%
减持
BIV
VANGUARD BD INDEX FDS
-$442.9K
129,033
-7%
减持
VTIP
VANGUARD MALVERN FDS
-$436.7K
104,855
-10%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$431.6K
175,113
-5%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$421.1K
106,732
-2%
增持
TSLA
TESLA INC
-$405.4K
3,746
+10%
减持
AGG
ISHARES TR
-$351.8K
276,715
-3%
增持
DFSV
DIMENSIONAL ETF TRUST
-$336.3K
173,346
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$333.1K
114,074
-2%
增持
VIOO
VANGUARD ADMIRAL FDS INC
-$330.3K
36,024
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$309.1K
256,744
-0%
减持
MSFT
MICROSOFT CORP
-$296.0K
5,610
-2%
减持
TIP
ISHARES TR
-$289.7K
43,982
-9%
增持
KR
KROGER CO
+$288.8K
7,422
+112%
减持
EFA
ISHARES TR
+$285.2K
62,285
-2%
减持
VV
VANGUARD INDEX FDS
-$277.1K
16,850
-1%
增持
VTV
VANGUARD INDEX FDS
+$262.3K
35,897
+2%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$257.6K
843
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$255.0K
82,001
-5%
建仓
AMGN
AMGEN INC
+$247.1K
793
增持
ATO
ATMOS ENERGY CORP
+$236.2K
15,139
+0%
增持
IVOO
VANGUARD ADMIRAL FDS INC
-$232.7K
39,595
+1%
增持
MGV
VANGUARD WORLD FD
+$230.9K
56,350
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$230.6K
2,268
+5%
清仓
SRE
SEMPRA
-$224.5K
0
-100%
建仓
STLD
STEEL DYNAMICS INC
+$220.8K
1,766
增持
MUB
ISHARES TR
+$217.2K
64,144
+4%
建仓
CVX
CHEVRON CORP NEW
+$216.2K
1,292
增持
VEA
VANGUARD TAX-MANAGED FDS
+$210.9K
19,397
+20%
增持
VUG
VANGUARD INDEX FDS
+$208.9K
1,275
+98%
增持
VB
VANGUARD INDEX FDS
-$207.4K
12,607
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$206.6K
127,883
-3%
减持
IWB
ISHARES TR
-$204.2K
11,196
-1%
建仓
RTX
RTX CORPORATION
+$201.6K
1,522
建仓
ELV
ELEVANCE HEALTH INC
+$201.4K
463
减持
GNR
SPDR INDEX SHS FDS
+$199.3K
58,377
-0%
增持
GOOGL
ALPHABET INC
-$196.8K
7,136
+4%
增持
SCHP
SCHWAB STRATEGIC TR
+$196.0K
91,177
+4%
减持
ITOT
ISHARES TR
-$194.6K
17,743
-3%
减持
IEFA
ISHARES TR
+$192.2K
37,207
-0%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$188.8K
57,486
-9%
减持
SPY
SPDR S&P 500 ETF TR
-$176.9K
6,537
-0%
减持
EMGF
ISHARES INC
-$153.4K
41,953
-10%
增持
AMZN
AMAZON COM INC
-$152.0K
7,207
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$135.5K
7,900
+79%
减持
IWR
ISHARES TR
-$129.1K
36,514
-0%
增持
V
VISA INC
+$120.7K
1,762
+12%
减持
IUSB
ISHARES TR
-$118.8K
33,247
-9%
增持
VIOV
VANGUARD ADMIRAL FDS INC
-$118.1K
13,980
+1%
增持
ABBV
ABBVIE INC
+$114.8K
2,952
+4%
增持
ABT
ABBOTT LABS
+$107.8K
2,638
+23%
增持
JPM
JPMORGAN CHASE & CO.
+$101.1K
16,145
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$99.1K
204,278
-7%
清仓
—
PROSPECT CAP CORP
-$99.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$98.5K
2,112
+21%
增持
BRO
BROWN & BROWN INC
+$97.1K
4,111
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$94.3K
55,252
-1%
减持
BND
VANGUARD BD INDEX FDS
-$94.2K
219,021
-3%
增持
LNC
LINCOLN NATL CORP IND
+$92.7K
21,592
+0%
增持
GOOG
ALPHABET INC
-$92.3K
4,486
+8%
减持
SUB
ISHARES TR
-$81.3K
46,425
-2%
增持
COST
COSTCO WHSL CORP NEW
+$79.5K
384
+24%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$77.4K
29,430
+3%
减持
IMTB
ISHARES TR
-$77.3K
41,072
-6%
增持
AVGO
BROADCOM INC
-$76.9K
1,366
+4%
建仓
FNDX
SCHWAB STRATEGIC TR
+$76.8K
3,253
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$75.9K
9,922
+18%
增持
WMB
WILLIAMS COS INC
+$71.5K
11,218
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$71.2K
60,067
-1%
增持
PGR
PROGRESSIVE CORP
+$70.9K
1,308
+5%
减持
DFUS
DIMENSIONAL ETF TRUST
-$70.0K
13,535
-3%
减持
RWR
SPDR SER TR
-$68.2K
21,915
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$67.9K
31,845
-0%
减持
LLY
ELI LILLY & CO
+$63.9K
1,226
-0%
增持
VDE
VANGUARD WORLD FD
+$63.8K
7,259
+0%
减持
SCHG
SCHWAB STRATEGIC TR
-$60.8K
1,016
-67%
增持
MA
MASTERCARD INCORPORATED
+$58.9K
878
+9%
减持
FICO
FAIR ISAAC CORP
-$56.0K
232
-5%
增持
KO
COCA COLA CO
+$54.2K
4,093
+7%
建仓
REM
ISHARES TR
+$51.3K
2,287
建仓
VFH
VANGUARD WORLD FD
+$48.1K
403
减持
LOW
LOWES COS INC
-$46.8K
1,140
-10%
减持
SCHZ
SCHWAB STRATEGIC TR
+$45.0K
222,106
-1%
增持
—
EXXON MOBIL CORP
+$44.8K
2,495
+7%
减持
BSV
VANGUARD BD INDEX FDS
+$43.7K
107,185
-1%
减持
INTF
ISHARES TR
+$43.2K
395,301
-7%
增持
META
META PLATFORMS INC
+$43.0K
1,062
+9%
增持
HPQ
HP INC
-$39.4K
8,107
+0%
增持
NFLX
NETFLIX INC
+$38.8K
358
+8%
清仓
EEM
ISHARES TR
-$38.1K
0
-100%
减持
DFNM
DIMENSIONAL ETF TRUST
-$36.7K
36,726
-2%
增持
TRV
TRAVELERS COMPANIES INC
+$34.7K
919
+6%
减持
IGIB
ISHARES TR
-$32.0K
48,461
-3%
增持
PG
PROCTER AND GAMBLE CO
+$31.8K
1,667
+11%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$30.3K
422
-37%
增持
QQQ
INVESCO QQQ TR
-$29.1K
795
+1%
减持
JNK
SPDR SER TR
-$28.9K
22,298
-1%
减持
SPIP
SPDR SER TR
-$27.7K
92,720
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$26.6K
1,488
-4%
增持
BLV
VANGUARD BD INDEX FDS
+$26.0K
569
+178%
减持
IWS
ISHARES TR
-$25.1K
4,790
-1%
减持
HYG
ISHARES TR
-$24.9K
1,486
-18%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$24.8K
413
-7%
增持
FELE
FRANKLIN ELEC INC
-$22.3K
6,576
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$21.9K
5,362
+18%
减持
IUSV
ISHARES TR
-$21.3K
11,896
-2%
减持
SPSM
SPDR SER TR
-$20.2K
2,480
-8%
清仓
IGEB
ISHARES TR
-$20.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$19.6K
558
+4%
增持
IBTG
ISHARES TR
+$19.3K
55,785
+1%
增持
DFEV
DIMENSIONAL ETF TRUST
+$18.7K
5,515
+11%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$18.5K
0
-100%
增持
IBTH
ISHARES TR
+$17.5K
13,547
+5%
减持
IOO
ISHARES TR
-$16.3K
439
-24%
减持
IEMG
ISHARES INC
+$16.2K
10,884
-1%
