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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 13
减持 112
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$27.8M
222,342
-12%
减持
IXUS
ISHARES TR
-$12.7M
318,532
-33%
减持
IJH
ISHARES TR
-$11.8M
551,833
-26%
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。
减持
IVE
ISHARES TR
-$8.2M
138,943
-21%
减持
VOO
VANGUARD INDEX FDS
-$6.5M
61,107
-11%
减持
DFCF
DIMENSIONAL ETF TRUST
-$5.6M
2,526,277
-4%
减持
AGG
ISHARES TR
-$5.6M
185,469
-23%
减持
DFIC
DIMENSIONAL ETF TRUST
-$5.5M
2,611,359
-8%
减持
DUHP
DIMENSIONAL ETF TRUST
-$5.3M
1,248,706
-7%
减持
VXUS
VANGUARD STAR FDS
-$5.1M
486,052
-14%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$3.8M
568,524
-12%
减持
VO
VANGUARD INDEX FDS
-$3.7M
89,427
-12%
减持
USHY
ISHARES TR
-$3.3M
494,734
-14%
减持
BND
VANGUARD BD INDEX FDS
-$3.3M
165,041
-21%
增持
DUSB
DIMENSIONAL ETF TRUST
+$3.1M
515,043
+13%
减持
IJS
ISHARES TR
-$3.0M
83,705
-26%
减持
IAGG
ISHARES TR
-$3.0M
162,062
-27%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$2.9M
83,854
-14%
减持
DFSD
DIMENSIONAL ETF TRUST
-$2.6M
1,714,301
-3%
减持
LRGF
ISHARES TR
-$2.6M
285,753
-8%
减持
MGC
VANGUARD WORLD FD
-$2.5M
35,871
-18%
减持
BIV
VANGUARD BD INDEX FDS
-$2.4M
88,248
-25%
减持
VNQ
VANGUARD INDEX FDS
-$2.4M
81,612
-25%
减持
MUB
ISHARES TR
-$2.2M
36,418
-36%
减持
ISTB
ISHARES TR
-$2.2M
126,652
-26%
减持
USRT
ISHARES TR
-$2.1M
122,217
-26%
减持
VBR
VANGUARD INDEX FDS
-$2.1M
56,595
-17%
减持
BSV
VANGUARD BD INDEX FDS
-$1.9M
78,235
-24%
减持
DFEM
DIMENSIONAL ETF TRUST
-$1.8M
1,107,968
-9%
减持
EFA
ISHARES TR
-$1.8M
53,531
-26%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.5M
434,221
-7%
减持
VV
VANGUARD INDEX FDS
-$1.5M
12,714
-25%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.4M
720,781
-3%
减持
MGV
VANGUARD WORLD FD
-$1.3M
43,486
-20%
减持
TIP
ISHARES TR
-$1.3M
27,336
-30%
减持
MSFT
MICROSOFT CORP
-$1.2M
7,885
-7%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.2M
108,134
-10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.1M
99,230
-14%
减持
IGIB
ISHARES TR
-$965.7K
24,159
-42%
减持
VTIP
VANGUARD MALVERN FDS
-$951.7K
81,671
-20%
减持
IJR
ISHARES TR
-$935.8K
28,818
-23%
减持
INTF
ISHARES TR
-$897.4K
201,651
-13%
减持
SUB
ISHARES TR
-$849.7K
34,823
-18%
增持
JPM
JPMORGAN CHASE & CO
-$842.6K
30,340
+0%
减持
RWR
SPDR SERIES TRUST
-$802.5K
12,249
-41%
减持
IWR
ISHARES TR
-$792.4K
34,196
-20%
减持
VTV
VANGUARD INDEX FDS
-$778.2K
37,544
-12%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$772.9K
13,442
-4%
减持
LLY
ELI LILLY & CO
-$772.5K
2,880
-10%
减持
ICSH
ISHARES TR
-$763.1K
67,224
-18%
减持
AAPL
APPLE INC
-$742.8K
21,488
-6%
减持
DFAR
DIMENSIONAL ETF TRUST
-$734.7K
694,952
-7%
减持
DFAT
DIMENSIONAL ETF TRUST
-$734.2K
757,816
-6%
建仓
LNG
CHENIERE ENERGY INC
+$664.3K
2,341
减持
SCHX
SCHWAB STRATEGIC TR
-$629.9K
250,522
-4%
减持
IWS
ISHARES TR
-$619.5K
48
-99%
减持
JNK
SPDR SERIES TRUST
-$556.3K
15,741
-26%
减持
IMTB
ISHARES TR
-$519.2K
29,778
-28%
增持
IBDR
ISHARES TR
+$486.0K
137,313
+17%
减持
SPIP
SPDR SERIES TRUST
-$482.8K
58,603
-24%
增持
IBDS
ISHARES TR
+$482.5K
77,378
+35%
减持
ITOT
ISHARES TR
-$480.9K
14,215
-16%
增持
IBTG
ISHARES TR
+$462.3K
108,310
+23%
清仓
KR
KROGER CO
-$455.7K
0
-100%
增持
IBHF
ISHARES TR
+$450.5K
85,436
+31%
增持
IBTH
ISHARES TR
+$449.0K
38,638
+108%
减持
IEFA
ISHARES TR
-$447.3K
32,213
-14%
增持
IBHG
ISHARES TR
+$440.7K
30,000
+200%
减持
DFIV
DIMENSIONAL ETF TRUST
+$421.0K
186,199
-1%
减持
STIP
ISHARES TR
-$416.7K
14,543
-22%
减持
GOOGL
ALPHABET INC
-$414.7K
7,626
-8%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$405.8K
0
-100%
减持
IWB
ISHARES TR
-$395.8K
10,087
-6%
减持
LNC
LINCOLN NATL CORP IND
-$369.5K
17,062
-22%
减持
IWN
ISHARES TR
-$361.2K
1,873
-53%
减持
NVDA
NVIDIA CORPORATION
-$360.3K
23,519
-2%
减持
GNR
SPDR INDEX SHS FDS
+$353.6K
55,135
-9%
减持
GOOG
ALPHABET INC
-$352.7K
6,126
-9%
建仓
IBMS
ISHARES TR
+$350.6K
13,574
增持
DISV
DIMENSIONAL ETF TRUST
+$349.0K
47,037
+19%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$333.4K
37,914
-9%
减持
TSLA
TESLA INC
-$321.9K
4,002
-1%
增持
STLD
STEEL DYNAMICS INC
+$321.5K
3,489
+93%
减持
DFLV
DIMENSIONAL ETF TRUST
+$308.5K
1,411,955
-4%
减持
LQD
ISHARES TR
-$293.3K
277
-91%
清仓
COF
CAPITAL ONE FINL CORP
-$287.7K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$284.9K
2,158
减持
IAU
ISHARES GOLD TR
-$284.5K
12,376
-27%
减持
DFSV
DIMENSIONAL ETF TRUST
+$277.4K
176,140
-2%
增持
ATO
ATMOS ENERGY CORP
+$260.5K
15,173
+0%
减持
AMZN
AMAZON COM INC
-$257.6K
10,203
-1%
清仓
CSCO
CISCO SYS INC
-$254.5K
0
-100%
减持
VXF
VANGUARD INDEX FDS
-$248.3K
8,663
-11%
清仓
RTX
RTX CORPORATION
-$246.5K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$245.6K
727
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$237.6K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$236.2K
26,915
-14%
减持
SCHZ
SCHWAB STRATEGIC TR
-$234.7K
187,866
-4%
清仓
WFC
WELLS FARGO CO NEW
-$234.5K
0
-100%
清仓
APP
APPLOVIN CORP
-$232.5K
0
-100%
减持
GLD
SPDR GOLD TR
-$226.2K
4,422
-18%
建仓
GEV
GE VERNOVA INC
+$226.2K
259
清仓
SRE
SEMPRA
-$224.5K
0
-100%
建仓
MRK
MERCK & CO INC
+$220.9K
1,836
增持
NPO
ENPRO INC
+$217.9K
3,177
+18%
清仓
AXP
AMERICAN EXPRESS CO
-$214.9K
0
-100%
清仓
CRM
SALESFORCE INC
-$213.5K
0
-100%
减持
IGE
ISHARES TR
+$212.2K
17,636
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$212.1K
3,345
+21%
建仓
LRCX
LAM RESEARCH CORP
+$209.2K
979
建仓
GILD
GILEAD SCIENCES INC
+$207.9K
1,492
减持
IJJ
ISHARES TR
-$207.3K
10,082
-14%
清仓
ADBE
ADOBE INC
-$205.8K
0
-100%
减持
IUSV
ISHARES TR
-$203.3K
9,911
-16%
清仓
INTU
INTUIT
-$202.7K
0
-100%
清仓
DIS
DISNEY WALT CO
-$202.3K
0
-100%
建仓
—
ASML HLDG NV
+$202.1K
153
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$195.5K
1,075
-68%
减持
VAW
VANGUARD WORLD FD
-$178.9K
3,008
-27%
减持
DFAX
DIMENSIONAL ETF TRUST
+$178.4K
179,828
-1%
减持
V
VISA INC
-$177.8K
2,402
-7%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$175.7K
11,484
-8%
减持
VUG
VANGUARD INDEX FDS
-$175.6K
2,798
-2%
减持
—
EXXON MOBIL CORP
+$170.2K
3,553
-1%
减持
AVGO
BROADCOM INC
-$166.0K
2,398
-9%
减持
IGSB
ISHARES TR
-$162.4K
9,117
-25%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$159.1K
12,715
-18%
清仓
EPP
ISHARES INC
-$158.5K
0
-100%
减持
SMLF
ISHARES TR
-$155.1K
37,342
-6%
减持
QQQ
INVESCO QQQ TR
-$151.1K
672
-23%
减持
FICO
FAIR ISAAC CORP
-$150.0K
219
-4%
减持
IEMG
ISHARES INC
-$145.9K
7,982
-24%
减持
META
META PLATFORMS INC
-$145.4K
1,623
-0%
减持
VTEB
VANGUARD MUN BD FDS
-$143.9K
41,985
-6%
减持
ORCL
ORACLE CORP
-$141.5K
1,473
-20%
减持
WMB
WILLIAMS COS INC
+$139.9K
11,288
-0%
减持
ABBV
ABBVIE INC
-$129.7K
2,528
-15%
减持
DFAW
DIMENSIONAL ETF TRUST
-$119.1K
2,632
-38%
减持
DFUS
DIMENSIONAL ETF TRUST
-$116.5K
12,175
-8%
减持
MA
MASTERCARD INCORPORATED
-$112.7K
1,166
-4%
减持
IEV
ISHARES TR
-$106.2K
819
-65%
减持
IVOO
VANGUARD ADMIRAL FDS INC
-$103.3K
32,162
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$103.0K
1,125
-13%
清仓
IJT
ISHARES TR
-$93.3K
0
-100%
减持
IWM
ISHARES TR
-$89.5K
1,650
-19%
减持
WMT
WALMART INC
+$88.7K
8,268
-2%
减持
EMGF
ISHARES INC
-$88.0K
18,978
-11%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$87.2K
157
-54%
减持
FNDX
SCHWAB STRATEGIC TR
-$86.6K
35,627
-10%
减持
VDE
VANGUARD WORLD FD
+$85.9K
5,735
-20%
