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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 47
减持 75
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
DFSD
DIMENSIONAL ETF TRUST
+$11.0M
1,766,837
+16%
增持
DFCF
DIMENSIONAL ETF TRUST
+$10.9M
2,638,266
+11%
增持
DFIC
DIMENSIONAL ETF TRUST
+$9.4M
2,852,088
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。
+5%
增持
DUHP
DIMENSIONAL ETF TRUST
+$5.0M
1,346,524
+10%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.8M
1,464,846
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.6M
807,183
+6%
减持
IVV
ISHARES TR
+$3.5M
252,588
-0%
减持
LRGF
ISHARES TR
-$3.2M
309,639
-13%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$3.1M
120,638
-23%
清仓
—
ISHARES TR
-$2.8M
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.5M
465,214
+6%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.3M
1,211,770
+3%
增持
DUSB
DIMENSIONAL ETF TRUST
+$2.2M
454,478
+11%
减持
AGG
ISHARES TR
-$2.0M
240,317
-7%
减持
INTF
ISHARES TR
-$1.9M
231,887
-22%
清仓
—
ISHARES TR
-$1.7M
0
-100%
清仓
—
ISHARES TR
-$1.5M
0
-100%
减持
IJH
ISHARES TR
-$1.4M
743,837
-4%
减持
IJR
ISHARES TR
-$1.3M
37,594
-24%
清仓
—
ISHARES TR
-$1.3M
0
-100%
增持
LLY
ELI LILLY & CO
+$1.1M
3,183
+3%
减持
IAGG
ISHARES TR
-$878.5K
222,092
-5%
减持
VOO
VANGUARD INDEX FDS
+$811.2K
68,523
-0%
增持
MUB
ISHARES TR
+$727.5K
56,907
+13%
增持
USHY
ISHARES TR
+$693.0K
575,158
+4%
减持
DFIV
DIMENSIONAL ETF TRUST
+$682.6K
188,509
-0%
减持
VO
VANGUARD INDEX FDS
-$682.6K
101,126
-1%
减持
VNQ
VANGUARD INDEX FDS
-$679.8K
108,458
-4%
减持
IJS
ISHARES TR
-$647.2K
113,865
-7%
建仓
NPO
ENPRO INC
+$578.3K
2,701
减持
MSFT
MICROSOFT CORP
-$575.3K
8,463
-6%
增持
DFAR
DIMENSIONAL ETF TRUST
+$566.3K
749,757
+8%
增持
GOOG
ALPHABET INC
+$537.9K
6,724
+4%
减持
GOOGL
ALPHABET INC
+$535.9K
8,331
-2%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$489.7K
644,205
+1%
减持
IVE
ISHARES TR
+$489.4K
176,795
-1%
增持
ICSH
ISHARES TR
+$473.6K
82,364
+13%
减持
ISTB
ISHARES TR
-$459.9K
171,355
-5%
建仓
DE
DEERE & CO
+$447.9K
962
增持
IBHF
ISHARES TR
+$447.5K
65,436
+44%
减持
IXUS
ISHARES TR
-$446.6K
475,862
-4%
增持
IBTG
ISHARES TR
+$430.5K
88,291
+28%
减持
GNR
SPDR INDEX SHS FDS
-$419.0K
60,518
-14%
减持
BIV
VANGUARD BD INDEX FDS
-$404.0K
117,982
-4%
减持
VXUS
VANGUARD STAR FDS
-$396.1K
564,285
-4%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$392.6K
1,289
-48%
减持
ATEC
ALPHATEC HLDGS INC
+$373.2K
59,583
-2%
清仓
EMR
EMERSON ELEC CO
-$343.7K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$343.6K
208,298
-2%
减持
USRT
ISHARES TR
-$338.8K
164,557
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$312.4K
43,531
-20%
减持
TIP
ISHARES TR
-$308.8K
38,953
-6%
增持
SCHX
SCHWAB STRATEGIC TR
+$294.9K
262,108
+2%
增持
AMZN
AMAZON COM INC
+$294.5K
10,321
+9%
清仓
MCD
MCDONALDS CORP
-$289.9K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$284.4K
1,752
-50%
增持
BSV
VANGUARD BD INDEX FDS
+$274.7K
102,506
+4%
清仓
HPQ
HP INC
-$255.0K
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$251.2K
104,437
-10%
清仓
NOW
SERVICENOW INC
-$248.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$243.4K
30,313
+0%
清仓
COP
CONOCOPHILLIPS
-$243.0K
0
-100%
增持
IBDS
ISHARES TR
+$240.0K
57,378
+21%
增持
IBDR
ISHARES TR
+$234.8K
117,313
+9%
建仓
WFC
WELLS FARGO CO NEW
+$234.5K
2,516
清仓
HOOD
ROBINHOOD MKTS INC
-$233.1K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$223.7K
1,018
建仓
IBHG
ISHARES TR
+$223.2K
10,000
清仓
GS
GOLDMAN SACHS GROUP INC
-$218.2K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$218.1K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$214.9K
581
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$213.6K
703
建仓
CRM
SALESFORCE INC
+$213.5K
806
增持
IBTH
ISHARES TR
+$210.8K
18,589
+102%
清仓
LMT
LOCKHEED MARTIN CORP
-$203.2K
0
-100%
清仓
GM
GENERAL MTRS CO
-$202.7K
0
-100%
清仓
BLK
BLACKROCK INC
-$201.7K
0
-100%
清仓
—
LINDE PLC
-$201.4K
0
-100%
建仓
IBTI
ISHARES TR
+$186.6K
8,345
减持
SLV
ISHARES SILVER TR
+$180.1K
14,405
-18%
增持
JNJ
JOHNSON & JOHNSON
+$178.0K
2,860
+28%
减持
VTI
VANGUARD INDEX FDS
+$167.3K
27,388
-0%
减持
VOE
VANGUARD INDEX FDS
-$162.4K
9,942
-10%
减持
VTV
VANGUARD INDEX FDS
+$157.8K
42,642
-0%
减持
VBR
VANGUARD INDEX FDS
+$154.6K
67,784
-0%
减持
VOOV
VANGUARD ADMIRAL FDS INC
+$151.8K
97,618
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$148.9K
44,512
-7%
减持
MGC
VANGUARD WORLD FD
+$140.2K
43,588
-2%
增持
NFLX
NETFLIX INC
-$139.3K
5,777
+917%
建仓
KMAY
INNOVATOR ETFS TRUST
+$139.2K
4,921
减持
STIP
ISHARES TR
-$136.9K
18,760
-6%
增持
ORCL
ORACLE CORP
-$135.4K
1,836
+5%
减持
CVX
CHEVRON CORP NEW
-$132.7K
1,522
-35%
减持
HD
HOME DEPOT INC
-$128.3K
1,501
-6%
减持
META
META PLATFORMS INC
-$127.5K
1,627
-1%
增持
WMT
WALMART INC
+$123.0K
8,428
+6%
增持
—
EXXON MOBIL CORP
+$120.4K
3,595
+30%
减持
IGIB
ISHARES TR
-$120.3K
41,786
-5%
减持
IAU
ISHARES GOLD TR
+$119.4K
16,947
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$117.6K
116,054
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$116.0K
13,953
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
+$106.1K
741,779
-2%
增持
IMTB
ISHARES TR
+$101.1K
41,269
+6%
减持
SUB
ISHARES TR
-$95.8K
42,722
-2%
增持
LNC
LINCOLN NATL CORP IND
+$93.7K
21,899
+0%
增持
PEP
PEPSICO INC
+$91.3K
2,286
+36%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$90.2K
41,878
-2%
增持
NVDA
NVIDIA CORPORATION
+$90.1K
23,925
+2%
增持
IWB
ISHARES TR
+$89.5K
10,691
+0%
减持
EFA
ISHARES TR
+$89.0K
72,648
-2%
减持
ABBV
ABBVIE INC
-$87.3K
2,974
-10%
减持
SPIP
SPDR SERIES TRUST
-$86.1K
77,342
-3%
增持
FNDX
SCHWAB STRATEGIC TR
+$77.0K
39,649
+4%
减持
AVGO
BROADCOM INC
-$76.6K
2,624
-12%
减持
COST
COSTCO WHSL CORP NEW
-$75.3K
425
-11%
减持
BRO
BROWN & BROWN INC
-$72.0K
5,060
-0%
减持
VB
VANGUARD INDEX FDS
-$69.2K
12,043
-4%
减持
DFAX
DIMENSIONAL ETF TRUST
+$67.6K
181,190
-3%
减持
RTX
RTX CORPORATION
-$66.1K
1,344
-28%
减持
SPHY
SPDR SERIES TRUST
-$65.6K
11,752
-18%
减持
RWR
SPDR SERIES TRUST
-$64.0K
20,761
-1%
减持
ABT
ABBOTT LABS
-$57.7K
3,695
-5%
增持
STLD
STEEL DYNAMICS INC
+$57.4K
1,810
+1%
增持
ITOT
ISHARES TR
+$56.3K
16,851
+0%
增持
VUG
VANGUARD INDEX FDS
+$55.8K
2,865
+2%
减持
IUSB
ISHARES TR
-$55.6K
25,545
-4%
减持
MGV
VANGUARD WORLD FD
-$54.6K
54,125
-3%
增持
KO
COCA COLA CO
+$54.0K
5,006
+12%
减持
GVI
ISHARES TR
-$48.9K
862
-35%
增持
FICO
FAIR ISAAC CORP
+$48.5K
227
+1%
减持
IWD
ISHARES TR
+$48.4K
9,335
-1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$47.8K
23,752
+0%
增持
QQQ
INVESCO QQQ TR
+$43.0K
877
+6%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$42.3K
12,426
+23%
减持
DISV
DIMENSIONAL ETF TRUST
+$40.8K
39,636
-3%
减持
IEFA
ISHARES TR
+$39.5K
37,598
-1%
清仓
QUAL
ISHARES TR
-$38.9K
0
-100%
建仓
KMAR
INNOVATOR ETFS TRUST
+$38.6K
1,347
减持
WMB
WILLIAMS COS INC
-$38.2K
11,340
-0%
减持
KR
KROGER CO
-$37.8K
7,294
-0%
增持
C
CITIGROUP INC
+$36.7K
2,042
+3%
减持
DFNM
DIMENSIONAL ETF TRUST
-$36.4K
20,568
-4%
减持
DFSV
DIMENSIONAL ETF TRUST
+$33.9K
179,220
-3%
减持
GLD
SPDR GOLD TR
+$32.8K
5,372
-9%
减持
EPP
ISHARES INC
-$31.8K
3,141
-15%
减持
JNK
SPDR SERIES TRUST
-$31.5K
21,222
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$31.3K
5,704
+25%
增持
FNDF
SCHWAB STRATEGIC TR
+$30.1K
948
+220%
减持
COF
CAPITAL ONE FINL CORP
+$29.8K
1,187
-2%
减持
VIOV
VANGUARD ADMIRAL FDS INC
+$29.7K
11,728
-0%
