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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 10
增持 78
减持 52
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$830.2K
0
-100%
清仓
—
TOTALENERGIES SE
-$676.5K
0
-100%
清仓
TGT
TARGET CORP
-$665.4K
0
-100%
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。
清仓
—
PREMIER INC
-$267.3K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$245.9K
2,397
+98%
建仓
WMT
WALMART INC
+$244.5K
1,556
建仓
—
AMDOCS LTD
+$238.9K
2,417
建仓
SBUX
STARBUCKS CORP
+$236.1K
2,383
清仓
GILD
GILEAD SCIENCES INC
-$227.1K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$221.2K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$218.6K
3,098
+62%
清仓
DG
DOLLAR GEN CORP NEW
-$216.1K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$214.5K
2,457
-13%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$214.0K
1,292
建仓
NSC
NORFOLK SOUTHN CORP
+$211.3K
932
减持
CCI
CROWN CASTLE INC
-$208.9K
6,580
-16%
建仓
MKSI
MKS INSTRS INC
+$207.2K
1,917
建仓
NGG
NATIONAL GRID PLC
+$206.5K
3,067
清仓
GLPI
GAMING & LEISURE PPTYS INC
-$206.4K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$203.8K
772
清仓
KR
KROGER CO
-$201.7K
0
-100%
清仓
—
AXIS CAP HLDGS LTD
-$200.2K
0
-100%
增持
TSLA
TESLA INC
+$191.0K
1,906
+0%
增持
JPM
JPMORGAN CHASE & CO
+$186.1K
7,385
+17%
减持
VOO
VANGUARD INDEX FDS
+$174.9K
7,507
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$172.0K
11,095
+14%
增持
PNC
PNC FINL SVCS GROUP INC
+$166.7K
6,009
+24%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$163.6K
9,247
+48%
增持
HON
HONEYWELL INTL INC
+$159.7K
2,845
+32%
减持
MDLZ
MONDELEZ INTL INC
-$143.2K
5,376
-22%
减持
AVGO
BROADCOM INC
-$139.5K
1,733
-33%
增持
—
MEDTRONIC PLC
+$132.5K
8,493
+25%
增持
ABBV
ABBVIE INC
-$127.1K
9,169
+3%
增持
—
BLACKROCK INC
+$126.6K
918
+20%
减持
AAPL
APPLE INC
+$120.5K
5,241
-1%
减持
BTI
BRITISH AMERN TOB PLC
-$118.8K
7,252
-26%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$106.9K
25,902
+8%
建仓
XMYDX
BLACKROCK MUNIYIELD FD INC
+$104.4K
10,000
增持
—
ACCENTURE PLC IRELAND
+$102.1K
2,360
+5%
建仓
—
BLACKROCK MUNIHOLDINGS QUALI
+$97.1K
10,000
增持
AMZN
AMAZON COM INC
+$94.6K
3,039
+3%
增持
—
STERIS PLC
+$83.7K
1,887
+6%
减持
JNJ
JOHNSON & JOHNSON
-$81.3K
4,240
-11%
增持
TXN
TEXAS INSTRS INC
+$80.6K
5,106
+1%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$78.8K
17,183
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$78.1K
21,331
-5%
增持
XLU
SELECT SECTOR SPDR TR
+$77.7K
8,075
+24%
减持
CME
CME GROUP INC
-$73.9K
1,822
-17%
减持
BIL
SPDR SER TR
-$73.1K
2,370
-25%
减持
PG
PROCTER AND GAMBLE CO
-$73.1K
5,350
-5%
增持
WSO
WATSCO INC
+$69.0K
1,325
+5%
增持
CVX
CHEVRON CORP NEW
+$66.6K
6,776
+13%
减持
—
EATON CORP PLC
+$66.6K
2,441
-3%
减持
AES
AES CORP
-$66.1K
20,394
-3%
减持
WMB
WILLIAMS COS INC
+$65.5K
32,858
-1%
减持
—
UNILEVER PLC
-$64.3K
14,339
-2%
减持
PEP
PEPSICO INC
-$62.1K
3,092
-7%
增持
VST
VISTRA CORP
+$60.9K
14,473
+6%
增持
ARKK
ARK ETF TR
+$60.8K
6,641
+2%
减持
XLY
SELECT SECTOR SPDR TR
+$60.5K
3,355
-4%
增持
XLP
SELECT SECTOR SPDR TR
+$58.1K
10,715
+13%
增持
—
TE CONNECTIVITY LTD
+$57.3K
3,330
+0%
增持
ABT
ABBOTT LABS
+$56.1K
6,008
+11%
增持
—
DUN & BRADSTREET HLDGS INC
+$51.2K
14,513
+38%
增持
V
VISA INC
+$50.9K
3,029
+5%
减持
—
EQUITRANS MIDSTREAM CORP
+$49.2K
11,318
-3%
增持
MU
MICRON TECHNOLOGY INC
+$48.2K
4,390
+20%
增持
—
INTERPUBLIC GROUP COS INC
+$47.0K
8,812
+9%
减持
GIS
GENERAL MLS INC
-$45.2K
3,081
-2%
增持
FDX
FEDEX CORP
+$45.1K
993
+14%
增持
GPC
GENUINE PARTS CO
+$42.2K
2,348
+13%
增持
—
CHUBB LIMITED
+$40.6K
1,398
+24%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$40.3K
761
-16%
增持
RSG
REPUBLIC SVCS INC
+$39.8K
3,173
+3%
减持
CSCO
CISCO SYS INC
+$39.2K
14,019
-3%
增持
SNA
SNAP ON INC
+$38.8K
986
+5%
减持
SO
SOUTHERN CO
-$37.9K
3,317
-9%
增持
QCOM
QUALCOMM INC
+$36.9K
3,854
+6%
增持
—
M D C HLDGS INC
+$36.6K
5,809
+2%
增持
SNY
SANOFI
+$36.1K
4,653
+16%
减持
XLK
SELECT SECTOR SPDR TR
-$36.1K
7,867
-15%
减持
LMT
LOCKHEED MARTIN CORP
-$35.8K
480
-12%
增持
COST
COSTCO WHSL CORP NEW
+$35.4K
747
+1%
增持
KMB
KIMBERLY-CLARK CORP
+$35.2K
4,337
+12%
增持
EWBC
EAST WEST BANCORP INC
+$33.3K
4,587
+11%
减持
—
ASTRAZENECA PLC
-$32.8K
13,223
-1%
增持
SJM
SMUCKER J M CO
+$32.1K
2,258
+18%
减持
VICI
VICI PPTYS INC
-$31.5K
10,014
-2%
增持
—
EXXON MOBIL CORP
-$29.2K
5,731
+2%
减持
HD
HOME DEPOT INC
-$28.1K
3,073
-7%
增持
AMGN
AMGEN INC
+$27.1K
2,246
+14%
减持
MSFT
MICROSOFT CORP
+$26.7K
6,599
-9%
减持
FISV
FISERV INC
-$26.3K
1,634
-15%
减持
ORCL
ORACLE CORP
-$26.2K
5,318
-24%
增持
CABO
CABLE ONE INC
-$25.7K
335
+2%
减持
LLY
LILLY ELI & CO
+$24.9K
761
-7%
增持
IDA
IDACORP INC
-$23.5K
3,110
+1%
减持
IEFA
ISHARES TR
-$22.9K
4,327
-6%
减持
GOOGL
ALPHABET INC
+$22.6K
3,055
-5%
增持
MCD
MCDONALDS CORP
+$22.6K
3,886
+2%
增持
EGP
EASTGROUP PPTYS INC
+$20.5K
1,627
+1%
增持
RY
ROYAL BK CDA
+$20.2K
2,807
+12%
减持
EQIX
EQUINIX INC
+$19.5K
408
-2%
增持
APD
AIR PRODS & CHEMS INC
+$19.1K
1,018
+5%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$18.8K
3,080
+2%
增持
T
AT&T INC
-$17.9K
15,538
+2%
减持
ALL
ALLSTATE CORP
-$16.2K
2,238
-0%
减持
TFC
TRUIST FINL CORP
-$16.2K
12,249
-0%
减持
XLC
SELECT SECTOR SPDR TR
-$15.8K
10,348
-10%
增持
BP
BP PLC
+$15.5K
7,581
+20%
减持
CRM
SALESFORCE INC
+$14.1K
1,122
-0%
增持
PFE
PFIZER INC
-$14.0K
11,226
+3%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$13.5K
7,792
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$13.4K
589
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$13.0K
4,488
-14%
减持
TJX
TJX COS INC NEW
+$12.4K
2,698
-2%
减持
NVO
NOVO-NORDISK A S
-$12.2K
1,609
-1%
减持
MA
MASTERCARD INCORPORATED
+$11.8K
1,101
-1%
减持
—
PIONEER NAT RES CO
-$11.0K
1,074
-0%
增持
ENB
ENBRIDGE INC
-$9.5K
6,718
+3%
增持
PM
PHILIP MORRIS INTL INC
-$8.3K
5,782
+0%
增持
IEF
ISHARES TR
+$8.3K
3,913
+4%
减持
GLW
CORNING INC
+$8.2K
11,437
-4%
增持
BCE
BCE INC
-$8.1K
10,251
+4%
增持
TRP
TC ENERGY CORP
-$7.7K
8,438
+1%
减持
SHEL
SHELL PLC
-$7.6K
4,040
-1%
增持
CMCSA
COMCAST CORP NEW
+$7.2K
19,051
+1%
增持
KMI
KINDER MORGAN INC DEL
+$6.7K
21,661
+1%
增持
PGR
PROGRESSIVE CORP
+$6.6K
2,868
+4%
增持
PLD
PROLOGIS INC.
+$6.6K
3,204
+2%
增持
—
AMCOR PLC
-$6.5K
10,570
+4%
增持
IEMG
ISHARES INC
+$6.3K
5,847
+0%
增持
USB
US BANCORP DEL
+$6.0K
11,243
+1%
增持
SYY
SYSCO CORP
-$5.3K
2,932
+1%
增持
WEC
WEC ENERGY GROUP INC
+$4.7K
6,253
+10%
增持
USMV
ISHARES TR
+$4.7K
5,719
+1%
减持
UNP
UNION PAC CORP
+$4.4K
1,763
-2%
增持
MRK
MERCK & CO INC
-$4.3K
11,049
+0%
增持
AGG
ISHARES TR
-$3.6K
9,992
+0%
减持
EMN
EASTMAN CHEM CO
+$3.5K
3,010
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.5K
2,043
+1%
增持
—
LYONDELLBASELL INDUSTRIES N
+$3.4K
2,405
+3%
增持
AFL
AFLAC INC
-$3.3K
6,439
+0%
增持
MS
MORGAN STANLEY
-$3.2K
2,756
+2%
减持
—
TRANE TECHNOLOGIES PLC
+$3.0K
1,203
-1%
减持
WM
WASTE MGMT INC DEL
-$2.8K
1,339
-5%
增持
NEE
NEXTERA ENERGY INC
-$2.8K
9,051
+3%
减持
CBOE
CBOE GLOBAL MKTS INC
-$2.7K
1,478
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$2.3K
5,659
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$1.3K
4,495
+11%
