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Phillips Wealth Planners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Phillips Wealth Planners LLC

报告期 2026-03-31 · CIK 0001962628

持仓数

210

前50大市值合计

$72.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$6.4M

9,431

8.9%

MSFT MICROSOFT CORP

COM

$3.6M

8,640

4.9%

AVGO BROADCOM INC

COM

$2.9M

6,782

4.0%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$2.4M

13,696

3.4%

JPM JPMORGAN CHASE & CO

COM

$2.2M

7,241

3.0%

WMT WALMART INC

COM

$2.2M

16,987

3.0%

AAPL APPLE INC

COM

$1.9M

6,331

2.6%

GOOGL ALPHABET INC

CAP STK CL A

$1.8M

4,520

2.4%

WMB WILLIAMS COS INC

COM

$1.7M

23,243

2.4%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$1.7M

20,696

2.4%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$1.7M

32,820

2.3%

TJX TJX COS INC NEW

COM

$1.7M

11,172

2.3%

IEUR ISHARES TR

CORE MSCI EURO

$1.7M

22,027

2.3%

SGOV ISHARES TR

0-3 MNTH TREASRY

$1.5M

15,296

2.1%

TXN TEXAS INSTRS INC

COM

$1.4M

4,852

2.0%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$1.4M

2

2.0%

DUK DUKE ENERGY CORP NEW

COM NEW

$1.4M

11,242

1.9%

CVX CHEVRON CORPORATION

COM

$1.4M

7,560

1.9%

ABBV ABBVIE INC

COM

$1.4M

6,722

1.9%

AGG ISHARES TR

CORE US AGGBD ET

$1.3M

13,463

1.8%

PM PHILIP MORRIS INTL INC

COM

$1.3M

7,008

1.8%

PNC PNC FINL SVCS GROUP INC

COM

$1.3M

5,940

1.8%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$1.3M

10,972

1.8%

AMD ADVANCED MICRO DEVICES INC

COM

$1.2M

2,697

1.7%

MCD MCDONALDS CORP

COM

$1.2M

4,453

1.7%

— EXXON MOBIL CORP

COM

$1.2M

8,134

1.7%

GS GOLDMAN SACHS GROUP INC

COM

$1.2M

1,272

1.7%

KO COCA COLA CO

COM

$1.2M

15,160

1.7%

HD HOME DEPOT INC

COM

$1.2M

3,773

1.6%

V VISA INC

COM CL A

$1.2M

3,603

1.6%

RTX RTX CORPORATION

COM

$1.2M

6,518

1.6%

— TOTALENERGIES SE

ACT

$1.1M

12,476

1.6%

JNJ JOHNSON & JOHNSON

COM

$1.1M

5,043

1.5%

CME CME GROUP INC

COM

$1.1M

3,840

1.5%

— ASTRAZENECA PLC

ORD

$1.0M

5,611

1.4%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$982.0K

6,865

1.4%

AMGN AMGEN INC

COM

$964.7K

2,927

1.3%

IJR ISHARES TR

CORE S&P SCP ETF

$937.3K

6,824

1.3%

WFC WELLS FARGO & CO

COM

$934.8K

12,705

1.3%

APD AIR PRODUCTS AND CHEMICALS I

COM

$916.9K

3,011

1.3%

PG PROCTER & GAMBLE CO

COM

$898.4K

6,267

1.2%

— MEDTRONIC PLC

SHS

$894.1K

11,995

1.2%

TSLA TESLA INC

COM

$864.6K

1,943

1.2%

AMZN AMAZON COM INC

COM

$836.8K

3,111

1.2%

SBUX STARBUCKS CORP

COM

$810.8K

7,668

1.1%

META META PLATFORMS INC

CL A

$792.9K

1,324

1.1%

UNP UNION PAC CORP

COM

$767.7K

2,915

1.1%

CAT CATERPILLAR INC

COM

$751.6K

811

1.0%

AFL AFLAC INC

COM

$743.6K

6,439

1.0%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$731.0K

1,807

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

VOO8.9%MSFT4.9%AVGO4.0%XLK3.4%JPM3.0%WMT3.0%