小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 75
减持 62
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$459.0K
5,426
+14%
增持
GOOGL
ALPHABET INC
+$451.9K
4,962
+54%
清仓
NOC
NORTHROP GRUMMAN CORP
-$431.0K
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。
减持
VOO
VANGUARD INDEX FDS
+$367.8K
8,558
-2%
增持
ORCL
ORACLE CORP
+$352.3K
9,557
+15%
建仓
BBY
BEST BUY INC
+$344.9K
4,031
清仓
PPG
PPG INDS INC
-$343.0K
0
-100%
清仓
VST
VISTRA CORP
-$335.0K
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$323.9K
2,401
减持
MSFT
MICROSOFT CORP
+$305.1K
6,153
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$289.7K
7,413
+7%
增持
AMGN
AMGEN INC
+$277.0K
3,247
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$259.6K
7,153
+0%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$225.7K
993
清仓
PAYX
PAYCHEX INC
-$221.1K
0
-100%
建仓
LDOS
LEIDOS HOLDINGS INC
+$214.0K
1,438
建仓
TRGP
TARGA RES CORP
+$213.4K
1,606
建仓
APH
AMPHENOL CORP NEW
+$209.7K
2,995
建仓
KO
COCA COLA CO
+$208.8K
3,323
增持
WMB
WILLIAMS COS INC
+$208.0K
36,682
+2%
增持
TSLA
TESLA INC
+$207.9K
1,899
+2%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$203.0K
2,300
增持
PM
PHILIP MORRIS INTL INC
+$195.3K
6,551
+23%
增持
TJX
TJX COS INC NEW
+$183.4K
4,151
+36%
增持
PG
PROCTER AND GAMBLE CO
+$175.4K
5,673
+15%
减持
TXN
TEXAS INSTRS INC
+$158.2K
4,740
-2%
增持
NEE
NEXTERA ENERGY INC
+$154.1K
9,419
+9%
增持
—
ACCENTURE PLC IRELAND
+$149.9K
3,150
+27%
增持
HON
HONEYWELL INTL INC
+$146.8K
2,719
+19%
减持
GS
GOLDMAN SACHS GROUP INC
+$137.9K
1,831
-2%
清仓
—
EQUITRANS MIDSTREAM CORP
-$131.5K
0
-100%
减持
GLW
CORNING INC
+$128.8K
10,462
-7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$123.2K
3,125
-8%
增持
FDX
FEDEX CORP
+$121.1K
1,760
+18%
减持
QCOM
QUALCOMM INC
-$120.3K
1,690
-40%
增持
AMZN
AMAZON COM INC
+$116.9K
3,021
+14%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$114.8K
26,921
+0%
减持
PNC
PNC FINL SVCS GROUP INC
+$113.1K
7,039
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$112.0K
2,530
+3%
增持
ADI
ANALOG DEVICES INC
+$109.6K
2,294
+0%
减持
MDLZ
MONDELEZ INTL INC
-$106.9K
4,741
-25%
增持
—
TRANE TECHNOLOGIES PLC
+$104.6K
1,563
+8%
减持
COST
COSTCO WHSL CORP NEW
+$104.3K
679
-2%
减持
UNP
UNION PAC CORP
-$104.2K
1,508
-21%
增持
EMN
EASTMAN CHEM CO
+$103.7K
3,782
+40%
减持
MSI
MOTOROLA SOLUTIONS INC
-$101.3K
910
-32%
增持
AMD
ADVANCED MICRO DEVICES INC
+$94.7K
2,163
+17%
增持
SNY
SANOFI
+$92.0K
6,196
+27%
增持
—
NXP SEMICONDUCTORS N V
+$90.6K
1,137
+14%
增持
MRK
MERCK & CO INC
+$89.6K
8,809
+7%
增持
META
META PLATFORMS INC
+$89.2K
981
+13%
减持
—
TOTALENERGIES SE
-$89.1K
8,769
-8%
减持
—
ASTRAZENECA PLC
+$86.1K
10,514
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$86.0K
14,829
+13%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$85.7K
17,933
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$84.7K
10,690
+0%
减持
EMR
EMERSON ELEC CO
-$84.6K
1,938
-28%
增持
HD
HOME DEPOT INC
+$84.1K
3,767
+4%
减持
TGT
TARGET CORP
-$82.7K
4,035
-2%
增持
AGG
ISHARES TR
+$82.5K
12,651
+4%
增持
AFL
AFLAC INC
+$80.1K
6,542
+3%
增持
BIL
SPDR SER TR
+$77.5K
4,237
+25%
减持
TSCO
TRACTOR SUPPLY CO
-$77.1K
1,955
-18%
增持
—
STERIS PLC
+$76.2K
2,401
+8%
增持
XLV
SELECT SECTOR SPDR TR
+$75.1K
9,320
+0%
减持
CSCO
CISCO SYS INC
-$74.0K
5,671
-19%
增持
CRM
SALESFORCE INC
+$73.1K
1,558
+35%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$69.3K
3,879
+3%
增持
O
REALTY INCOME CORP
+$68.0K
5,323
+25%
减持
ABT
ABBOTT LABS
-$63.0K
7,347
-2%
减持
AVGO
BROADCOM INC
+$62.5K
1,113
-21%
增持
XLY
SELECT SECTOR SPDR TR
+$61.3K
3,270
+0%
增持
TMUS
T-MOBILE US INC
+$59.3K
2,192
+4%
减持
DUK
DUKE ENERGY CORP NEW
+$58.5K
6,424
-1%
增持
KR
KROGER CO
+$56.6K
5,341
+30%
减持
MA
MASTERCARD INCORPORATED
-$55.3K
1,060
-5%
增持
LLY
ELI LILLY & CO
+$54.6K
271
+1%
减持
KLAC
KLA CORP
+$50.5K
327
-6%
减持
KMI
KINDER MORGAN INC DEL
+$48.8K
22,586
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$47.4K
11,029
+6%
增持
—
EXXON MOBIL CORP
+$47.2K
6,784
+13%
减持
EQIX
EQUINIX INC
-$46.3K
738
-12%
减持
UPS
UNITED PARCEL SERVICE INC
-$44.4K
3,845
-3%
减持
AES
AES CORP
+$43.5K
24,875
-2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$42.3K
2,680
+15%
增持
GILD
GILEAD SCIENCES INC
+$41.5K
4,489
+13%
减持
CMCSA
COMCAST CORP NEW
-$41.4K
18,889
-1%
增持
PLD
PROLOGIS INC.
+$40.5K
3,349
+10%
增持
SPGI
S&P GLOBAL INC
+$39.3K
528
+4%
减持
—
FERGUSON PLC NEW
-$37.6K
1,310
-2%
减持
AMT
AMERICAN TOWER CORP NEW
+$37.5K
1,743
-2%
增持
PFE
PFIZER INC
+$36.8K
13,092
+1%
减持
RY
ROYAL BK CDA
+$36.4K
2,679
-1%
减持
NVO
NOVO-NORDISK A S
+$36.3K
2,599
-4%
减持
—
UNILEVER PLC
+$35.9K
9,169
-12%
减持
—
ASML HOLDING N V
+$35.4K
378
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$35.3K
14,587
+0%
增持
APD
AIR PRODS & CHEMS INC
+$34.8K
1,077
+2%
减持
DG
DOLLAR GEN CORP NEW
-$34.5K
1,641
-2%
减持
MKSI
MKS INSTRS INC
+$33.7K
1,838
-3%
减持
MS
MORGAN STANLEY
+$33.3K
2,536
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.8K
2,847
+0%
减持
SAP
SAP SE
+$32.6K
1,649
-1%
减持
CBOE
CBOE GLOBAL MKTS INC
-$32.4K
1,846
-5%
增持
BP
BP PLC
-$32.1K
8,972
+0%
增持
IEMG
ISHARES INC
+$31.3K
5,978
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$30.7K
4,482
+0%
增持
USMV
ISHARES TR
+$30.1K
5,771
+1%
减持
—
AXIS CAP HLDGS LTD
+$28.8K
3,505
-1%
增持
BTI
BRITISH AMERN TOB PLC
+$28.5K
7,625
+0%
增持
IAI
ISHARES TR
+$27.5K
2,551
+0%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$27.3K
5,459
-1%
增持
IEFA
ISHARES TR
+$27.1K
5,237
+2%
增持
XLP
SELECT SECTOR SPDR TR
+$26.9K
5,973
+0%
减持
—
BLACKROCK INC
+$26.6K
704
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$26.0K
3,754
-15%
增持
TFC
TRUIST FINL CORP
+$25.9K
6,379
+1%
减持
CVX
CHEVRON CORP NEW
-$25.6K
6,996
-2%
减持
TRP
TC ENERGY CORP
+$25.0K
8,184
-1%
减持
SNA
SNAP ON INC
-$24.4K
1,000
-1%
增持
—
CHUBB LIMITED
+$23.7K
1,446
+2%
增持
IEF
ISHARES TR
+$23.0K
4,401
+3%
增持
JNJ
JOHNSON & JOHNSON
+$22.8K
4,173
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$22.6K
521
-3%
增持
ENB
ENBRIDGE INC
+$22.1K
6,800
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$21.5K
1,191
-3%
增持
FANG
DIAMONDBACK ENERGY INC
+$21.1K
1,911
+7%
减持
PEP
PEPSICO INC
-$21.0K
3,004
-2%
减持
FDS
FACTSET RESH SYS INC
-$20.8K
540
-6%
减持
BDX
BECTON DICKINSON & CO
-$19.3K
1,052
-5%
减持
—
MEDTRONIC PLC
-$18.9K
7,088
-1%
增持
MCD
MCDONALDS CORP
-$18.4K
3,507
+4%
增持
EOG
EOG RES INC
+$18.2K
2,254
+13%
减持
EGP
EASTGROUP PPTYS INC
-$16.4K
1,322
-12%
减持
CNP
CENTERPOINT ENERGY INC
+$15.7K
9,440
-3%
减持
PGR
PROGRESSIVE CORP
-$15.2K
2,559
-4%
减持
—
ROYALTY PHARMA PLC
-$14.3K
7,925
-0%
减持
BRO
BROWN & BROWN INC
+$14.3K
2,364
-5%
增持
IQV
IQVIA HLDGS INC
+$13.4K
1,153
+14%
增持
IJR
ISHARES TR
+$13.3K
2,011
+3%
减持
IDA
IDACORP INC
+$13.0K
3,614
-0%
增持
—
LYONDELLBASELL INDUSTRIES N
-$12.9K
2,531
+1%
减持
SYK
STRYKER CORPORATION
-$12.7K
647
-5%
增持
RTX
RTX CORPORATION
+$12.6K
3,163
+4%
减持
ABBV
ABBVIE INC
-$12.6K
7,275
-4%
增持
—
AMCOR PLC
+$12.2K
10,929
+2%
增持
IEUR
ISHARES TR
+$11.8K
3,921
+0%
减持
TRNO
TERRENO RLTY CORP
-$11.6K
4,028
-10%
减持
SO
SOUTHERN CO
+$11.5K
3,267
-10%
增持
USB
US BANCORP DEL
+$11.2K
11,813
+3%
