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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 27
增持 73
减持 50
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$16.5M
253,307
+3%
增持
DFCF
DIMENSIONAL ETF TRUST
+$15.2M
2,370,174
+16%
增持
DFIC
DIMENSIONAL ETF TRUST
+$9.7M
2,711,685
+6%
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
+$8.5M
1,528,742
+13%
增持
DUHP
DIMENSIONAL ETF TRUST
+$7.8M
1,222,533
+13%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.2M
763,549
+8%
增持
DUSB
DIMENSIONAL ETF TRUST
+$6.0M
409,538
+41%
增持
DFLV
DIMENSIONAL ETF TRUST
+$5.5M
1,408,468
+7%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.7M
1,179,182
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.2M
437,153
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$4.1M
14,457
+62%
增持
VOO
VANGUARD INDEX FDS
+$3.1M
68,849
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.5M
42,901
-42%
减持
IJH
ISHARES TR
+$2.1M
773,965
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.0M
758,644
-0%
减持
VXUS
VANGUARD STAR FDS
+$1.9M
584,887
-2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.9M
696,187
+11%
增持
AAPL
APPLE INC
+$1.7M
24,412
+10%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
23,432
+35%
减持
IVE
ISHARES TR
+$1.6M
179,185
-1%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
42,825
+19%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.6M
639,257
+5%
增持
EFA
ISHARES TR
+$1.5M
73,764
+22%
增持
MSFT
MICROSOFT CORP
+$1.5M
9,013
+39%
增持
LLY
ELI LILLY & CO
+$1.4M
3,100
+138%
减持
IXUS
ISHARES TR
+$1.4M
493,141
-3%
增持
USHY
ISHARES TR
+$1.2M
550,954
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
30,194
+4%
减持
VO
VANGUARD INDEX FDS
+$1.2M
102,238
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.1M
156,701
-9%
减持
AGG
ISHARES TR
-$1.1M
259,104
-5%
增持
VUG
VANGUARD INDEX FDS
+$974.6K
2,798
+234%
减持
VBR
VANGUARD INDEX FDS
+$883.2K
68,043
-0%
减持
IAGG
ISHARES TR
-$879.4K
233,952
-7%
减持
MGC
VANGUARD WORLD FD
+$799.6K
44,278
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$758.6K
189,159
+2%
减持
IJS
ISHARES TR
+$736.1K
122,940
-5%
增持
GOOG
ALPHABET INC
+$713.7K
6,455
+33%
增持
GOOGL
ALPHABET INC
+$685.8K
8,522
+8%
增持
IWR
ISHARES TR
+$654.6K
42,514
+13%
增持
TSLA
TESLA INC
+$554.0K
4,010
+4%
减持
VTI
VANGUARD INDEX FDS
+$540.6K
27,470
-1%
增持
DFSV
DIMENSIONAL ETF TRUST
+$495.3K
184,067
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$487.3K
2,467
+221%
增持
IBHF
ISHARES TR
+$471.9K
45,436
+79%
增持
—
ISHARES TR
+$471.5K
112,989
+20%
增持
IBTG
ISHARES TR
+$465.7K
69,243
+41%
增持
—
ISHARES TR
+$462.8K
65,432
+44%
减持
ICSH
ISHARES TR
-$461.7K
72,756
-11%
增持
—
ISHARES TR
+$454.4K
74,079
+36%
增持
IWM
ISHARES TR
+$451.6K
2,000
+1233%
增持
AVGO
BROADCOM INC
+$447.0K
2,985
+53%
增持
IBDR
ISHARES TR
+$438.4K
107,313
+20%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$434.4K
31,575
+22%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$424.7K
33,810
-15%
减持
SCHX
SCHWAB STRATEGIC TR
+$418.2K
256,585
-1%
减持
LRGF
ISHARES TR
+$401.6K
357,409
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$397.9K
2,284
+135%
增持
GNR
SPDR INDEX SHS FDS
+$391.1K
70,589
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$390.6K
109,433
+14%
减持
VTEB
VANGUARD MUN BD FDS
-$385.9K
47,682
-16%
减持
ISTB
ISHARES TR
-$385.0K
180,454
-5%
减持
MUB
ISHARES TR
-$377.2K
50,406
-8%
增持
IBDS
ISHARES TR
+$377.0K
47,378
+48%
增持
DFAX
DIMENSIONAL ETF TRUST
+$376.1K
186,832
+0%
增持
META
META PLATFORMS INC
+$346.7K
1,636
+41%
建仓
EMR
EMERSON ELEC CO
+$343.7K
2,620
减持
VV
VANGUARD INDEX FDS
+$339.1K
17,201
-1%
增持
GLD
SPDR GOLD TR
+$326.4K
5,897
+2%
建仓
GE
GE AEROSPACE
+$325.8K
1,083
增持
AMZN
AMAZON COM INC
+$318.7K
9,510
+18%
减持
VIOO
VANGUARD ADMIRAL FDS INC
+$317.2K
35,882
-0%
减持
MGV
VANGUARD WORLD FD
+$315.0K
55,865
-1%
建仓
BAC
BANK AMERICA CORP
+$303.9K
5,891
建仓
TXN
TEXAS INSTRS INC
+$296.9K
1,616
减持
BSV
VANGUARD BD INDEX FDS
-$294.7K
98,895
-4%
建仓
MCD
MCDONALDS CORP
+$289.9K
954
减持
SCHA
SCHWAB STRATEGIC TR
+$276.0K
115,610
-1%
建仓
SPYG
SPDR SERIES TRUST
+$265.6K
2,541
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$260.0K
2,757
+19%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$259.7K
10,143
+55%
建仓
COF
CAPITAL ONE FINL CORP
+$257.9K
1,213
减持
IUSB
ISHARES TR
-$256.8K
26,642
-18%
建仓
HPQ
HP INC
+$255.0K
9,363
增持
ATO
ATMOS ENERGY CORP
+$253.9K
15,166
+0%
建仓
NOW
SERVICENOW INC
+$248.0K
269
减持
BND
VANGUARD BD INDEX FDS
-$246.9K
212,078
-3%
建仓
COP
CONOCOPHILLIPS
+$243.0K
2,569
增持
ABBV
ABBVIE INC
+$242.7K
3,312
+17%
建仓
AIG
AMERICAN INTL GROUP INC
+$241.0K
3,069
建仓
APP
APPLOVIN CORP
+$239.3K
333
增持
SUB
ISHARES TR
+$238.4K
43,587
+5%
建仓
PEP
PEPSICO INC
+$236.8K
1,686
建仓
FDX
FEDEX CORP
+$234.4K
994
建仓
HOOD
ROBINHOOD MKTS INC
+$233.1K
1,628
减持
INTF
ISHARES TR
-$228.9K
297,126
-7%
建仓
ADBE
ADOBE INC
+$227.9K
646
建仓
SRE
SEMPRA
+$226.1K
2,513
减持
VNQ
VANGUARD INDEX FDS
-$223.3K
112,418
-5%
建仓
GS
GOLDMAN SACHS GROUP INC
+$218.2K
274
建仓
MO
ALTRIA GROUP INC
+$218.1K
3,301
减持
VB
VANGUARD INDEX FDS
+$212.5K
12,489
-0%
增持
PG
PROCTER AND GAMBLE CO
+$211.6K
3,485
+71%
建仓
LMT
LOCKHEED MARTIN CORP
+$203.2K
407
建仓
GM
GENERAL MTRS CO
+$202.7K
3,324
建仓
BLK
BLACKROCK INC
+$201.7K
173
建仓
C
CITIGROUP INC
+$201.6K
1,986
建仓
—
LINDE PLC
+$201.4K
424
建仓
DIS
DISNEY WALT CO
+$200.9K
1,755
增持
SLV
ISHARES SILVER TR
+$195.3K
17,651
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$192.0K
16,619
+18%
增持
SPYV
SPDR SERIES TRUST
+$188.0K
4,320
+344%
减持
TIP
ISHARES TR
-$185.9K
41,271
-5%
增持
V
VISA INC
+$178.9K
2,653
+30%
增持
CAT
CATERPILLAR INC
+$177.3K
824
+48%
增持
ABT
ABBOTT LABS
+$167.7K
3,887
+50%
增持
MA
MASTERCARD INCORPORATED
+$161.3K
1,229
+28%
增持
ORCL
ORACLE CORP
+$159.5K
1,755
+15%
减持
IAU
ISHARES GOLD TR
+$155.6K
17,262
-2%
增持
IWF
ISHARES TR
+$154.0K
1,121
+28%
增持
CVX
CHEVRON CORP NEW
+$148.8K
2,348
+56%
减持
USRT
ISHARES TR
+$139.4K
165,394
-2%
减持
DFAW
DIMENSIONAL ETF TRUST
-$139.2K
4,182
-36%
建仓
XLF
SELECT SECTOR SPDR TR
+$139.1K
2,583
增持
VOE
VANGUARD INDEX FDS
+$134.2K
11,031
+1%
增持
LNC
LINCOLN NATL CORP IND
+$134.0K
21,857
+1%
减持
IGIB
ISHARES TR
-$132.8K
43,849
-7%
增持
XLY
SELECT SECTOR SPDR TR
+$128.3K
889
+128%
增持
HD
HOME DEPOT INC
+$117.9K
1,592
+11%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$115.3K
99,490
-5%
建仓
XLI
SELECT SECTOR SPDR TR
+$112.3K
728
减持
IWB
ISHARES TR
+$111.7K
10,679
-4%
增持
XLV
SELECT SECTOR SPDR TR
+$109.8K
1,147
+210%
减持
SPIP
SPDR SERIES TRUST
-$108.4K
79,542
-6%
增持
JNJ
JOHNSON & JOHNSON
+$101.6K
2,232
+9%
减持
SMLF
ISHARES TR
+$100.4K
39,979
-5%
减持
FICO
FAIR ISAAC CORP
-$96.2K
224
-5%
增持
VAW
VANGUARD WORLD FD
+$94.0K
4,128
+7%
减持
VTIP
VANGUARD MALVERN FDS
-$86.3K
99,554
-2%
减持
NFLX
NETFLIX INC
-$85.0K
568
-1%
增持
WMT
WALMART INC
+$84.6K
7,917
+6%
减持
IGE
ISHARES TR
+$83.5K
17,885
-0%
减持
ITOT
ISHARES TR
+$80.0K
16,816
-4%
减持
VIOV
VANGUARD ADMIRAL FDS INC
-$79.4K
11,729
-16%
减持
BIV
VANGUARD BD INDEX FDS
-$79.3K
122,838
-2%
减持
IJR
ISHARES TR
+$78.4K
49,174
-7%
减持
RWR
SPDR SERIES TRUST
+$76.8K
20,973
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$75.1K
13,580
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$73.6K
117,967
-7%
增持
FELE
FRANKLIN ELEC INC
+$64.5K
6,859
+5%
