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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 31
增持 60
减持 47
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$2.5M
536
-91%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$741.2K
0
-100%
建仓
TSCO
TRACTOR SUPPLY CO
+$583.9K
2,385
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
XLF
SELECT SECTOR SPDR TR
+$576.0K
14,549
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$494.7K
2,844
清仓
ACWI
ISHARES TR
-$383.6K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$321.2K
9,292
-20%
减持
AMT
AMERICAN TOWER CORP NEW
-$306.6K
1,774
-41%
建仓
EMR
EMERSON ELEC CO
+$300.7K
2,697
建仓
IEMG
ISHARES INC
+$299.0K
5,975
清仓
—
M D C HLDGS INC
-$298.7K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$293.5K
0
-100%
建仓
—
FERGUSON PLC NEW
+$288.6K
1,340
增持
ORCL
ORACLE CORP
+$287.9K
8,336
+26%
建仓
IJH
ISHARES TR
+$280.7K
4,923
清仓
SJM
SMUCKER J M CO
-$280.1K
0
-100%
建仓
IAI
ISHARES TR
+$279.5K
2,544
清仓
KO
COCA COLA CO
-$273.3K
0
-100%
清仓
BCE
BCE INC
-$269.4K
0
-100%
建仓
EOG
EOG RES INC
+$266.3K
2,003
减持
XLP
SELECT SECTOR SPDR TR
-$259.5K
5,955
-38%
减持
—
ACCENTURE PLC IRELAND
-$257.3K
2,487
-14%
减持
MCD
MCDONALDS CORP
-$255.8K
3,379
-14%
建仓
DG
DOLLAR GEN CORP NEW
+$243.7K
1,681
建仓
IQV
IQVIA HLDGS INC
+$231.0K
1,008
建仓
—
NXP SEMICONDUCTORS N V
+$230.4K
999
建仓
MKSI
MKS INSTRS INC
+$227.9K
1,892
建仓
KR
KROGER CO
+$226.4K
4,095
建仓
TFC
TRUIST FINL CORP
+$224.6K
6,301
建仓
SNY
SANOFI
+$224.1K
4,894
建仓
ENB
ENBRIDGE INC
+$221.2K
6,708
建仓
—
ROYALTY PHARMA PLC
+$218.2K
7,947
建仓
CAT
CATERPILLAR INC
+$218.1K
606
建仓
O
REALTY INCOME CORP
+$217.2K
4,275
建仓
—
AXIS CAP HLDGS LTD
+$217.0K
3,543
建仓
IEUR
ISHARES TR
+$216.8K
3,912
建仓
BTI
BRITISH AMERN TOB PLC
+$216.0K
7,610
建仓
RMD
RESMED INC
+$214.3K
1,159
建仓
EW
EDWARDS LIFESCIENCES CORP
+$209.0K
2,321
建仓
—
NVENT ELECTRIC PLC
+$206.8K
2,827
建仓
SPGI
S&P GLOBAL INC
+$206.7K
506
清仓
RELX
RELX PLC
-$206.4K
0
-100%
清仓
GOLF
ACUSHNET HLDGS CORP
-$204.4K
0
-100%
清仓
—
AMDOCS LTD
-$203.3K
0
-100%
建仓
IJR
ISHARES TR
+$201.2K
1,954
清仓
OZK
BANK OZK LITTLE ROCK ARK
-$201.2K
0
-100%
建仓
BRO
BROWN & BROWN INC
+$200.7K
2,480
增持
TGT
TARGET CORP
+$197.9K
4,116
+19%
减持
AMGN
AMGEN INC
-$193.2K
2,889
-8%
增持
WMB
WILLIAMS COS INC
+$175.1K
35,882
+3%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$166.4K
12,764
增持
KMB
KIMBERLY-CLARK CORP
+$161.6K
4,426
+39%
增持
VZ
VERIZON COMMUNICATIONS INC
+$159.0K
13,154
+41%
增持
—
EXXON MOBIL CORP
+$158.8K
6,000
+5%
清仓
—
DUN & BRADSTREET HLDGS INC
-$154.6K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$154.6K
10,380
+50%
增持
META
META PLATFORMS INC
+$147.2K
871
+14%
增持
NEE
NEXTERA ENERGY INC
+$135.6K
8,632
+25%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$134.0K
26,856
+6%
减持
HON
HONEYWELL INTL INC
-$131.0K
2,288
-19%
增持
—
TRANE TECHNOLOGIES PLC
+$129.5K
1,448
+20%
增持
MU
MICRON TECHNOLOGY INC
+$126.4K
3,241
+2%
增持
—
ASML HOLDING N V
+$124.6K
389
+13%
减持
WEC
WEC ENERGY GROUP INC
-$124.4K
3,289
-30%
减持
—
EATON CORP PLC
+$122.2K
1,873
-4%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$122.0K
17,893
+8%
减持
ABBV
ABBVIE INC
-$121.2K
7,603
-9%
增持
GOOGL
ALPHABET INC
+$114.9K
3,217
+21%
增持
AMZN
AMAZON COM INC
+$113.6K
2,655
+9%
减持
MSFT
MICROSOFT CORP
+$113.1K
6,184
-1%
减持
TSLA
TESLA INC
-$107.5K
1,859
-1%
减持
FDX
FEDEX CORP
-$107.5K
1,491
-28%
增持
BP
BP PLC
+$106.1K
8,936
+27%
增持
FANG
DIAMONDBACK ENERGY INC
+$101.2K
1,793
+2%
减持
CVX
CHEVRON CORP NEW
+$100.0K
7,109
-0%
减持
PGR
PROGRESSIVE CORP
+$97.5K
2,652
-1%
建仓
—
AMCOR PLC
+$94.4K
10,687
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$93.2K
5,535
-7%
增持
PFE
PFIZER INC
+$89.6K
13,016
+49%
增持
—
UNILEVER PLC
+$87.8K
10,384
+24%
减持
EQIX
EQUINIX INC
-$87.5K
834
-6%
减持
AVGO
BROADCOM INC
-$84.8K
1,414
-18%
增持
UNH
UNITEDHEALTH GROUP INC
-$84.4K
2,464
+3%
减持
LLY
ELI LILLY & CO
-$83.5K
268
-41%
增持
SAP
SAP SE
+$80.2K
1,667
+21%
增持
NOC
NORTHROP GRUMMAN CORP
+$76.4K
957
+28%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$75.5K
3,779
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$69.4K
1,607
+19%
增持
UPS
UNITED PARCEL SERVICE INC
+$68.2K
3,961
+25%
减持
IEF
ISHARES TR
-$65.2K
4,284
-11%
减持
MDLZ
MONDELEZ INTL INC
-$65.1K
6,357
-4%
增持
TRP
TC ENERGY CORP
+$64.6K
8,233
+42%
增持
V
VISA INC
+$62.6K
3,286
+6%
增持
CME
CME GROUP INC
+$58.4K
2,151
+13%
减持
QCOM
QUALCOMM INC
+$58.0K
2,807
-2%
增持
XLU
SELECT SECTOR SPDR TR
+$57.8K
4,472
+22%
增持
TMUS
T-MOBILE US INC
+$57.5K
2,105
+24%
减持
VOO
VANGUARD INDEX FDS
+$56.6K
8,744
-4%
增持
WMT
WALMART INC
+$55.7K
5,991
+223%
增持
USB
US BANCORP DEL
+$53.8K
11,482
+11%
减持
PLD
PROLOGIS INC.
-$53.3K
3,049
-5%
增持
PPG
PPG INDS INC
+$53.2K
2,569
+29%
增持
AMD
ADVANCED MICRO DEVICES INC
+$52.7K
1,855
+20%
增持
RTX
RTX CORPORATION
+$52.1K
3,033
+2%
减持
UNP
UNION PAC CORP
-$49.8K
1,914
-7%
增持
FISV
FISERV INC
+$49.7K
1,787
+16%
增持
JNJ
JOHNSON & JOHNSON
-$49.6K
4,159
+3%
增持
CRM
SALESFORCE INC
+$49.2K
1,155
+17%
减持
XLK
SELECT SECTOR SPDR TR
-$46.1K
7,140
-6%
增持
—
MEDTRONIC PLC
-$44.3K
7,130
+1%
减持
—
TOTALENERGIES SE
+$44.2K
9,570
-5%
减持
PM
PHILIP MORRIS INTL INC
-$43.9K
5,340
-5%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$43.7K
6,474
-11%
增持
DUK
DUKE ENERGY CORP NEW
+$43.5K
6,483
+11%
减持
—
BLACKROCK INC
-$42.7K
727
-2%
增持
TJX
TJX COS INC NEW
+$41.5K
3,058
+19%
增持
T
AT&T INC
+$41.2K
12,966
+27%
减持
RSG
REPUBLIC SVCS INC
+$41.1K
3,178
-4%
减持
JPM
JPMORGAN CHASE & CO
+$40.3K
6,918
-4%
增持
WSO
WATSCO INC
+$35.8K
1,049
+4%
减持
SHEL
SHELL PLC
+$35.6K
4,012
-1%
减持
MRK
MERCK & CO INC
-$35.5K
8,250
-8%
减持
VICI
VICI PPTYS INC
-$35.2K
9,542
-2%
增持
KMI
KINDER MORGAN INC DEL
+$34.8K
22,902
+7%
增持
RJF
RAYMOND JAMES FINL INC
+$33.2K
2,653
+0%
减持
PG
PROCTER AND GAMBLE CO
-$32.9K
4,943
-9%
增持
BDX
BECTON DICKINSON & CO
+$32.7K
1,103
+17%
增持
CMCSA
COMCAST CORP NEW
-$32.6K
19,130
+4%
增持
EMN
EASTMAN CHEM CO
+$31.6K
2,694
+3%
减持
KLAC
KLA CORP
+$30.6K
348
-3%
增持
XLY
SELECT SECTOR SPDR TR
+$30.1K
3,261
+6%
增持
GLW
CORNING INC
+$30.1K
11,223
+7%
增持
—
CHUBB LIMITED
+$29.8K
1,415
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$29.7K
11,541
+4%
增持
AES
AES CORP
-$28.7K
25,282
+2%
减持
EGP
EASTGROUP PPTYS INC
-$28.2K
1,501
-5%
增持
—
LYONDELLBASELL INDUSTRIES N
+$27.7K
2,500
+6%
增持
ABT
ABBOTT LABS
-$26.3K
7,509
+1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$25.8K
1,230
+6%
减持
NVO
NOVO-NORDISK A S
+$25.5K
2,711
-6%
增持
HD
HOME DEPOT INC
+$24.2K
3,621
+9%
增持
BIL
SPDR SER TR
+$24.0K
3,387
+8%
减持
AFL
AFLAC INC
-$22.6K
6,342
-0%
减持
XLC
SELECT SECTOR SPDR TR
+$22.1K
10,668
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$21.6K
729
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$20.3K
3,389
-16%
减持
—
EQUITRANS MIDSTREAM CORP
+$19.2K
10,699
-2%
增持
FDS
FACTSET RESH SYS INC
+$18.7K
573
+17%
减持
MSI
MOTOROLA SOLUTIONS INC
+$18.7K
1,344
-2%
减持
IEFA
ISHARES TR
-$18.4K
5,129
-8%
