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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 61
减持 65
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$15.6M
246,492
+1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$9.6M
2,546,499
+2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$5.7M
1,079,305
+10%
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
+$5.6M
2,037,414
+6%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.5M
1,115,676
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$4.4M
28,921
+79%
增持
VOO
VANGUARD INDEX FDS
+$4.0M
68,790
+1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.9M
708,143
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.4M
404,277
+8%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.0M
1,314,950
+6%
减持
VXUS
VANGUARD STAR FDS
+$2.7M
594,068
-4%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.5M
1,356,806
+3%
减持
IJH
ISHARES TR
+$2.3M
780,470
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.3M
761,413
+1%
减持
ICSH
ISHARES TR
-$2.3M
81,918
-36%
减持
VO
VANGUARD INDEX FDS
+$2.1M
103,197
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
8,898
+36%
减持
LRGF
ISHARES TR
+$1.8M
378,734
-3%
减持
SHY
ISHARES TR
-$1.6M
5,364
-78%
减持
IXUS
ISHARES TR
+$1.3M
509,291
-7%
减持
INTF
ISHARES TR
-$1.3M
318,396
-19%
增持
MSFT
MICROSOFT CORP
+$1.1M
6,462
+15%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.1M
185,977
+6%
减持
MGC
VANGUARD WORLD FD
+$1.0M
44,497
-0%
减持
MUB
ISHARES TR
-$1.0M
54,986
-14%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
17,304
+8%
建仓
INFL
LISTED FDS TR
+$870.5K
20,816
增持
FNDX
SCHWAB STRATEGIC TR
+$854.9K
38,095
+1071%
减持
SMLF
ISHARES TR
-$825.7K
42,268
-29%
增持
VTI
VANGUARD INDEX FDS
+$817.4K
27,882
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$735.5K
126,344
-1%
减持
DFNM
DIMENSIONAL ETF TRUST
-$734.6K
21,347
-42%
减持
EMGF
ISHARES INC
-$726.2K
23,744
-43%
增持
GNR
SPDR INDEX SHS FDS
+$679.9K
69,848
+20%
增持
USHY
ISHARES TR
+$675.8K
523,249
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$671.3K
259,421
+1%
增持
IBMQ
ISHARES TR
+$631.4K
48,020
+106%
增持
VV
VANGUARD INDEX FDS
+$625.3K
17,372
+3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$575.5K
74,184
-10%
减持
SCHZ
SCHWAB STRATEGIC TR
-$537.7K
198,203
-11%
增持
IEFA
ISHARES TR
+$515.6K
39,893
+7%
减持
VBR
VANGUARD INDEX FDS
+$508.0K
68,294
-1%
减持
SUB
ISHARES TR
-$486.6K
41,526
-11%
增持
DFSV
DIMENSIONAL ETF TRUST
+$485.7K
182,311
+5%
减持
IVE
ISHARES TR
+$441.6K
180,996
-1%
增持
NFLX
NETFLIX INC
+$432.1K
572
+60%
增持
DFAR
DIMENSIONAL ETF TRUST
+$408.2K
627,239
+4%
减持
BNDX
VANGUARD CHARLOTTE FDS
+$405.8K
606,529
-0%
增持
AMZN
AMAZON COM INC
+$398.2K
8,065
+12%
减持
VNQ
VANGUARD INDEX FDS
-$389.5K
117,904
-2%
减持
USRT
ISHARES TR
-$380.3K
169,245
-2%
减持
IWB
ISHARES TR
+$357.0K
11,165
-0%
清仓
NEAR
ISHARES U S ETF TR
-$344.5K
0
-100%
增持
IWR
ISHARES TR
+$343.9K
37,514
+3%
建仓
ORCL
ORACLE CORP
+$334.1K
1,528
减持
AGG
ISHARES TR
-$331.9K
272,588
-1%
增持
AAPL
APPLE INC
-$322.0K
22,095
+1%
增持
AVGO
BROADCOM INC
+$309.1K
1,951
+43%
减持
EFA
ISHARES TR
+$304.7K
60,356
-3%
清仓
UNH
UNITEDHEALTH GROUP INC
-$292.3K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$292.0K
102,903
-4%
增持
GOOGL
ALPHABET INC
+$282.4K
7,864
+10%
增持
SCHA
SCHWAB STRATEGIC TR
+$276.8K
116,583
+2%
减持
ISTB
ISHARES TR
-$264.5K
189,072
-3%
增持
TSLA
TESLA INC
+$258.5K
3,869
+3%
建仓
BMAY
INNOVATOR ETFS TRUST
+$258.4K
6,123
增持
IBMR
ISHARES TR
+$255.0K
31,792
+46%
增持
IBMP
ISHARES TR
+$252.2K
56,799
+21%
增持
IBMO
ISHARES TR
+$251.3K
59,217
+20%
减持
SPIP
SPDR SERIES TRUST
-$244.4K
84,481
-9%
增持
META
META PLATFORMS INC
+$242.6K
1,158
+9%
减持
STIP
ISHARES TR
-$233.3K
20,457
-9%
建仓
INTU
INTUIT
+$228.4K
290
清仓
HPQ
HP INC
-$224.5K
0
-100%
建仓
CAT
CATERPILLAR INC
+$215.8K
556
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$208.7K
708
减持
BIV
VANGUARD BD INDEX FDS
-$208.4K
125,053
-3%
建仓
CSCO
CISCO SYS INC
+$208.3K
3,002
减持
VTEB
VANGUARD MUN BD FDS
-$207.2K
56,563
-6%
减持
ITOT
ISHARES TR
+$204.5K
17,545
-1%
清仓
ELV
ELEVANCE HEALTH INC
-$201.4K
0
-100%
增持
—
ISHARES TR
+$200.9K
48,291
+18%
减持
VXF
VANGUARD INDEX FDS
+$191.8K
9,713
-0%
减持
IAGG
ISHARES TR
-$189.0K
251,806
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$182.2K
14,099
-27%
减持
VB
VANGUARD INDEX FDS
+$167.6K
12,504
-1%
增持
IEMG
ISHARES INC
+$164.1K
12,518
+15%
减持
DUSB
DIMENSIONAL ETF TRUST
-$158.6K
291,447
-1%
增持
GOOG
ALPHABET INC
+$157.5K
4,839
+8%
减持
IBTG
ISHARES TR
-$156.3K
48,994
-12%
增持
VTV
VANGUARD INDEX FDS
+$154.9K
35,961
+0%
减持
—
ISHARES TR
-$154.3K
54,643
-11%
减持
RWR
SPDR SERIES TRUST
-$145.6K
21,013
-4%
增持
SCHM
SCHWAB STRATEGIC TR
+$137.7K
56,518
+2%
减持
IJR
ISHARES TR
+$136.7K
52,749
-2%
减持
DFAX
DIMENSIONAL ETF TRUST
+$134.6K
186,812
-9%
建仓
IMAY
INNOVATOR ETFS TRUST
+$127.4K
4,511
建仓
ICVT
ISHARES TR
+$123.5K
1,371
建仓
CWB
SPDR SERIES TRUST
+$123.4K
1,493
建仓
IWO
ISHARES TR
+$122.9K
430
减持
MGV
VANGUARD WORLD FD
+$119.7K
56,249
-0%
清仓
DFGP
DIMENSIONAL ETF TRUST
-$115.8K
0
-100%
减持
TIP
ISHARES TR
-$109.9K
43,403
-1%
增持
V
VISA INC
+$109.3K
2,047
+16%
增持
SCHP
SCHWAB STRATEGIC TR
+$106.9K
95,899
+5%
减持
VTIP
VANGUARD MALVERN FDS
-$105.5K
101,983
-3%
减持
VUG
VANGUARD INDEX FDS
-$105.4K
838
-34%
减持
IBTH
ISHARES TR
-$102.1K
8,965
-34%
减持
ABBV
ABBVIE INC
-$94.3K
2,824
-4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$90.1K
13,558
+0%
增持
WMT
WALMART INC
+$85.2K
7,478
+2%
减持
VDE
VANGUARD WORLD FD
-$82.9K
7,208
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$81.9K
2,318
+2%
建仓
PMAR
INNOVATOR ETFS TRUST
+$77.1K
1,825
清仓
DFGX
DIMENSIONAL ETF TRUST
-$72.4K
0
-100%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$71.0K
104,551
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$68.5K
971
+13%
减持
BND
VANGUARD BD INDEX FDS
-$68.0K
217,562
-1%
增持
DCOR
DIMENSIONAL ETF TRUST
+$65.0K
5,440
+12%
增持
HD
HOME DEPOT INC
+$63.2K
1,437
+14%
减持
IMTB
ISHARES TR
-$61.1K
39,457
-4%
减持
QQQ
INVESCO QQQ TR
+$60.8K
786
-1%
增持
COST
COSTCO WHSL CORP NEW
+$59.1K
426
+11%
增持
MA
MASTERCARD INCORPORATED
+$56.5K
957
+9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$55.7K
25,804
-12%
增持
BRO
BROWN & BROWN INC
-$53.7K
4,127
+0%
增持
VAW
VANGUARD WORLD FD
+$51.4K
3,858
+4%
清仓
REM
ISHARES TR
-$51.3K
0
-100%
增持
RTX
RTX CORPORATION
+$49.5K
1,720
+13%
建仓
INOV
INNOVATOR ETFS TRUST
+$49.3K
1,528
建仓
IMAR
INNOVATOR ETFS TRUST
+$49.3K
1,746
建仓
PNOV
INNOVATOR ETFS TRUST
+$48.2K
1,220
建仓
USMV
ISHARES TR
+$46.1K
491
清仓
EWT
ISHARES INC
-$42.7K
0
-100%
减持
—
EXXON MOBIL CORP
-$41.5K
2,368
-5%
减持
IJS
ISHARES TR
+$41.0K
129,257
-2%
减持
IGIB
ISHARES TR
-$40.6K
46,998
-3%
增持
PG
PROCTER AND GAMBLE CO
+$39.8K
2,033
+22%
减持
JNJ
JOHNSON & JOHNSON
-$38.0K
2,044
-3%
增持
WMB
WILLIAMS COS INC
+$35.6K
11,240
+0%
减持
AMGN
AMGEN INC
-$32.6K
768
-3%
增持
TRV
TRAVELERS COMPANIES INC
+$31.7K
1,027
+12%
减持
IUSB
ISHARES TR
-$30.8K
32,473
-2%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$29.8K
6,529
-17%
减持
FELE
FRANKLIN ELEC INC
-$28.8K
6,558
-0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$28.5K
23,616
+0%
增持
LNC
LINCOLN NATL CORP IND
-$27.9K
21,603
+0%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$26.4K
56,879
-1%
减持
BLV
VANGUARD BD INDEX FDS
-$25.8K
205
-64%
减持
DISV
DIMENSIONAL ETF TRUST
-$25.5K
43,258
-13%
