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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
$72.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 51
增持 47
减持 44
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
ABBV
ABBVIE INC
+$1.4M
8,864
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.0M
2
建仓
—
ASTRAZENECA PLC
+$979.2K
13,322
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。
建仓
AAPL
APPLE INC
+$896.1K
5,284
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$830.2K
8,275
建仓
—
UNILEVER PLC
+$811.8K
14,670
建仓
—
TOTALENERGIES SE
+$676.5K
10,728
建仓
TGT
TARGET CORP
+$665.4K
4,235
减持
TFC
TRUIST FINL CORP
-$631.0K
12,307
-41%
建仓
—
ACCENTURE PLC IRELAND
+$626.2K
2,241
建仓
—
MEDTRONIC PLC
+$615.7K
6,790
建仓
ABT
ABBOTT LABS
+$598.9K
5,390
建仓
AES
AES CORP
+$488.8K
21,107
建仓
BCE
BCE INC
+$475.4K
9,843
建仓
AMGN
AMGEN INC
+$471.6K
1,974
建仓
AFL
AFLAC INC
+$452.8K
6,435
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$445.6K
2,015
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$440.0K
5,239
建仓
—
EATON CORP PLC
+$424.3K
2,514
建仓
—
TE CONNECTIVITY LTD
+$409.4K
3,323
建仓
AMT
AMERICAN TOWER CORP NEW
+$382.2K
1,916
建仓
BTI
BRITISH AMERN TOB PLC
+$359.6K
9,755
建仓
GPC
GENUINE PARTS CO
+$355.2K
2,078
建仓
TRP
TC ENERGY CORP
+$348.7K
8,384
建仓
GOOGL
ALPHABET INC
+$343.0K
3,200
建仓
—
STERIS PLC
+$340.8K
1,774
清仓
EOG
EOG RES INC
-$324.6K
0
-100%
增持
WEC
WEC ENERGY GROUP INC
+$305.4K
5,702
+120%
建仓
AMZN
AMAZON COM INC
+$301.6K
2,955
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$299.8K
908
建仓
BIL
SPDR SER TR
+$290.7K
3,180
建仓
APD
AIR PRODS & CHEMS INC
+$285.8K
965
建仓
NVO
NOVO-NORDISK A S
+$272.6K
1,628
建仓
T
AT&T INC
+$265.7K
15,184
清仓
MPT
MEDICAL PPTYS TRUST INC
-$263.0K
0
-100%
建仓
ALL
ALLSTATE CORP
+$260.3K
2,246
建仓
ENB
ENBRIDGE INC
+$259.1K
6,549
建仓
BP
BP PLC
+$252.1K
6,300
建仓
SHEL
SHELL PLC
+$251.5K
4,098
建仓
RY
ROYAL BK CDA SUSTAINABL
+$247.9K
2,499
减持
USMV
ISHARES TR
-$246.1K
5,677
-38%
减持
HD
HOME DEPOT INC
-$244.1K
3,301
-13%
减持
MSFT
MICROSOFT CORP
+$243.1K
7,267
-0%
建仓
ARKK
ARK ETF TR
+$232.4K
6,502
建仓
MU
MICRON TECHNOLOGY INC
+$228.8K
3,670
建仓
—
CHUBB LIMITED
+$228.6K
1,131
建仓
—
TRANE TECHNOLOGIES PLC
+$227.1K
1,210
增持
AGG
ISHARES TR
+$223.7K
9,954
+30%
建仓
CRM
SALESFORCE INC
+$222.9K
1,127
建仓
SLB
SCHLUMBERGER LTD
+$221.2K
4,500
建仓
ADI
ANALOG DEVICES INC
+$221.1K
1,211
清仓
OZK
BANK OZK LITTLE ROCK ARK
-$220.8K
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$217.4K
2,325
建仓
SNY
SANOFI
+$214.7K
4,017
减持
USB
US BANCORP DEL
-$210.5K
11,095
-5%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$208.5K
0
-100%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$206.7K
1,494
清仓
DLR
DIGITAL RLTY TR INC
-$206.6K
0
-100%
清仓
MTB
M & T BK CORP
-$204.2K
0
-100%
建仓
KR
KROGER CO
+$201.7K
4,093
建仓
FDX
FEDEX CORP
+$201.1K
872
建仓
—
AXIS CAP HLDGS LTD
+$200.2K
3,512
增持
MRK
MERCK & CO INC
+$155.9K
10,996
+7%
增持
PNC
PNC FINL SVCS GROUP INC
-$155.4K
4,837
+4%
减持
GILD
GILEAD SCIENCES INC
-$129.2K
2,789
-32%
建仓
—
DUN & BRADSTREET HLDGS INC
+$116.7K
10,545
增持
CMCSA
COMCAST CORP NEW
+$113.7K
18,838
+10%
建仓
—
AMCOR PLC
+$112.0K
10,124
增持
EWBC
EAST WEST BANCORP INC
-$111.4K
4,131
+1%
清仓
XMYDX
BLACKROCK MUNIYIELD FD INC
-$109.9K
0
-100%
减持
PFE
PFIZER INC
-$108.4K
10,859
-11%
减持
MCD
MCDONALDS CORP
+$104.5K
3,821
-1%
清仓
—
BLACKROCK MUNIHOLDINGS QUALI
-$102.5K
0
-100%
增持
KO
COCA COLA CO
+$101.5K
9,705
+13%
减持
JPM
JPMORGAN CHASE & CO
-$93.7K
6,289
-9%
增持
PG
PROCTER AND GAMBLE CO
+$93.4K
5,653
+0%
减持
WMB
WILLIAMS COS INC
-$92.8K
33,159
-4%
减持
UNP
UNION PAC CORP
-$81.7K
1,794
-16%
减持
PGR
PROGRESSIVE CORP
-$80.2K
2,745
-15%
减持
AVGO
BROADCOM INC
+$79.2K
2,575
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$79.2K
9,302
+0%
增持
CCI
CROWN CASTLE INC
-$74.2K
7,855
+8%
增持
RSG
REPUBLIC SVCS INC
+$70.6K
3,078
+3%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$69.9K
7,558
-2%
增持
WSO
WATSCO INC
+$68.3K
1,266
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$67.2K
3,864
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$66.4K
22,510
-3%
增持
RJF
RAYMOND JAMES FINL INC
-$60.5K
2,611
+0%
增持
TSLA
TESLA INC
-$59.7K
1,903
+1%
增持
V
VISA INC
+$57.6K
2,875
+8%
增持
MSI
MOTOROLA SOLUTIONS INC
+$57.1K
1,348
+8%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$55.2K
12,184
-1%
增持
XLC
SELECT SECTOR SPDR TR
+$51.3K
11,508
+1%
增持
QCOM
QUALCOMM INC
-$47.8K
3,642
+1%
增持
SJM
SMUCKER J M CO
+$47.3K
1,919
+13%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$45.4K
3,033
+17%
减持
CSCO
CISCO SYS INC
-$45.3K
14,493
-5%
减持
PEP
PEPSICO INC
+$42.7K
3,312
-1%
减持
—
PIONEER NAT RES CO
-$42.4K
1,076
-9%
减持
LLY
LILLY ELI & CO
+$41.5K
818
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$40.9K
596
-15%
增持
XLP
SELECT SECTOR SPDR TR
+$38.6K
9,505
+0%
增持
SO
SOUTHERN CO
+$36.4K
3,656
+5%
减持
PM
PHILIP MORRIS INTL INC
-$34.2K
5,765
-1%
增持
—
BLACKROCK INC
-$32.3K
766
+5%
增持
IDA
IDACORP INC
+$31.2K
3,068
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$30.3K
6,254
-0%
减持
PLD
PROLOGIS INC.
-$28.9K
3,156
-2%
增持
MS
MORGAN STANLEY
-$28.7K
2,713
+1%
增持
NEE
NEXTERA ENERGY INC
+$28.3K
8,781
+3%
增持
JNJ
JOHNSON & JOHNSON
+$27.7K
4,787
+3%
减持
CVX
CHEVRON CORP NEW
-$26.5K
5,977
-0%
减持
EMN
EASTMAN CHEM CO
-$24.2K
3,012
-2%
增持
MA
MASTERCARD INCORPORATED
+$24.1K
1,109
+4%
增持
TXN
TEXAS INSTRS INC
+$23.9K
5,031
+9%
增持
KMI
KINDER MORGAN INC DEL
-$22.9K
21,423
+1%
增持
GLW
CORNING INC
-$22.7K
11,857
+2%
减持
VYM
VANGUARD WHITEHALL FDS
-$21.2K
2,865
-3%
减持
—
EQUITRANS MIDSTREAM CORP
-$21.2K
11,704
-2%
减持
VOO
VANGUARD INDEX FDS
-$19.1K
7,550
-1%
减持
WM
WASTE MGMT INC DEL
+$18.7K
1,409
-0%
增持
SNA
SNAP ON INC
+$16.8K
935
+4%
减持
VICI
VICI PPTYS INC
-$16.5K
10,249
-2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$15.6K
23,960
+1%
增持
—
INTERPUBLIC GROUP COS INC
+$15.2K
8,103
+10%
减持
MDLZ
MONDELEZ INTL INC
-$14.9K
6,933
-17%
减持
LMT
LOCKHEED MARTIN CORP
-$14.6K
547
-3%
增持
—
M D C HLDGS INC
+$14.5K
5,715
+1%
减持
IEFA
ISHARES TR
-$13.1K
4,585
-7%
增持
DG
DOLLAR GEN CORP NEW
+$13.0K
982
+13%
减持
HON
HONEYWELL INTL INC
-$12.7K
2,148
-1%
减持
IEMG
ISHARES INC
-$12.3K
5,822
-1%
增持
XLY
SELECT SECTOR SPDR TR
-$12.0K
3,478
+0%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$11.6K
3,966
-2%
减持
EQIX
EQUINIX INC
-$11.4K
416
-1%
增持
—
EXXON MOBIL CORP
+$10.6K
5,615
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$10.5K
9,690
+0%
增持
CABO
CABLE ONE INC
-$10.1K
328
+1%
减持
EGP
EASTGROUP PPTYS INC
-$10.0K
1,607
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$9.8K
6,523
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.4K
2,815
-1%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$8.9K
4,010
+0%
减持
FISV
FISERV INC
+$8.7K
1,914
-0%
增持
VST
VISTRA CORP
+$8.7K
13,614
+1%
减持
TJX
TJX COS INC NEW
-$8.7K
2,762
-1%
减持
SYY
SYSCO CORP
-$8.3K
2,901
-2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$8.2K
10,474
-3%
增持
COST
COSTCO WHSL CORP NEW
-$7.0K
743
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$6.8K
5,581
+4%
增持
CME
CME GROUP INC
+$4.4K
2,205
+0%
