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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 27
增持 62
减持 51
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$597.2K
3,849
+127%
减持
TXN
TEXAS INSTRS INC
-$580.2K
1,918
-60%
清仓
—
BLACKROCK INC
-$571.6K
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。
增持
XLF
SELECT SECTOR SPDR TR
+$394.8K
21,191
+45%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$355.9K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$326.2K
3,417
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$324.7K
15,544
减持
XLC
SELECT SECTOR SPDR TR
-$305.7K
6,954
-35%
建仓
PAYX
PAYCHEX INC
+$284.8K
2,002
清仓
—
TE CONNECTIVITY LTD
-$284.5K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$277.2K
3,420
增持
PEP
PEPSICO INC
+$273.3K
4,383
+46%
建仓
FERG
FERGUSON ENTERPRISES INC
+$269.5K
1,329
建仓
—
TE CONNECTIVITY PLC
+$264.9K
1,829
增持
VOO
VANGUARD INDEX FDS
+$264.6K
8,742
+2%
清仓
MKSI
MKS INSTRS INC
-$261.6K
0
-100%
减持
—
ASTRAZENECA PLC
-$253.6K
7,200
-32%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$251.3K
0
-100%
清仓
—
FERGUSON PLC NEW
-$251.0K
0
-100%
建仓
ALL
ALLSTATE CORP
+$246.8K
1,261
增持
UNH
UNITEDHEALTH GROUP INC
+$246.7K
2,650
+5%
清仓
BTI
BRITISH AMERN TOB PLC
-$244.5K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$243.8K
3,155
+0%
建仓
AXP
AMERICAN EXPRESS CO
+$237.7K
844
建仓
NOC
NORTHROP GRUMMAN CORP
+$233.3K
439
建仓
JKHY
HENRY JACK & ASSOC INC
+$226.1K
1,218
建仓
PKG
PACKAGING CORP AMER
+$224.4K
1,012
减持
HD
HOME DEPOT INC
+$222.6K
3,629
-4%
建仓
JEF
JEFFERIES FINL GROUP INC
+$219.3K
3,291
建仓
ETR
ENTERGY CORP NEW
+$219.1K
1,631
建仓
TXNM
TXNM ENERGY INC
+$218.5K
4,984
建仓
ULS
UL SOLUTIONS INC
+$218.2K
4,019
减持
XLK
SELECT SECTOR SPDR TR
-$217.3K
6,464
-10%
建仓
—
PRIMO WATER CORPORATION
+$213.8K
7,946
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$212.8K
3,600
建仓
XEL
XCEL ENERGY INC
+$211.2K
3,300
增持
PNC
PNC FINL SVCS GROUP INC
+$210.4K
7,197
+2%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$209.4K
1,281
建仓
INGR
INGREDION INC
+$209.2K
1,544
清仓
DG
DOLLAR GEN CORP NEW
-$209.2K
0
-100%
建仓
EQH
EQUITABLE HLDGS INC
+$207.7K
4,660
建仓
CFR
CULLEN FROST BANKERS INC
+$206.9K
1,679
建仓
PSA
PUBLIC STORAGE OPER CO
+$206.4K
594
建仓
GOLF
ACUSHNET HLDGS CORP
+$204.0K
3,159
建仓
—
AMDOCS LTD
+$203.7K
2,272
清仓
AEP
AMERICAN ELEC PWR CO INC
-$203.0K
0
-100%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$201.9K
1,688
增持
MS
MORGAN STANLEY
+$199.7K
3,866
+52%
增持
JNJ
JOHNSON & JOHNSON
+$198.8K
5,006
+20%
增持
TMUS
T-MOBILE US INC
+$188.4K
2,658
+21%
增持
VICI
VICI PPTYS INC
+$180.9K
13,221
+43%
增持
MSFT
MICROSOFT CORP
-$175.3K
6,473
+5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$172.6K
11,731
+6%
减持
MCD
MCDONALDS CORP
+$168.9K
3,347
-5%
增持
META
META PLATFORMS INC
+$166.5K
1,198
+22%
减持
—
ASML HOLDING N V
-$161.8K
371
-2%
增持
CRM
SALESFORCE INC
+$155.0K
1,886
+21%
增持
V
VISA INC
+$152.2K
3,644
+7%
减持
XLV
SELECT SECTOR SPDR TR
-$150.3K
7,916
-15%
减持
AFL
AFLAC INC
+$147.9K
6,453
-1%
增持
WEC
WEC ENERGY GROUP INC
+$147.6K
4,062
+25%
增持
XLP
SELECT SECTOR SPDR TR
+$145.9K
7,379
+24%
增持
PLD
PROLOGIS INC.
+$145.4K
4,219
+26%
增持
ABT
ABBOTT LABS
+$143.5K
7,644
+4%
减持
USMV
ISHARES TR
-$138.5K
3,777
-35%
减持
GOOGL
ALPHABET INC
-$129.8K
4,958
-0%
增持
TGT
TARGET CORP
+$128.1K
4,517
+12%
减持
FDX
FEDEX CORP
-$127.2K
1,431
-19%
增持
MDLZ
MONDELEZ INTL INC
+$124.4K
6,077
+28%
增持
CMCSA
COMCAST CORP NEW
+$122.1K
19,624
+4%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
+$121.9K
5,296
-3%
增持
MRK
MERCK & CO INC
-$118.1K
9,086
+3%
建仓
VALE
VALE S A
+$117.5K
10,705
减持
BIL
SPDR SER TR
-$117.0K
2,956
-30%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$116.4K
4,097
+6%
增持
IJH
ISHARES TR
+$115.1K
6,357
+28%
增持
GS
GOLDMAN SACHS GROUP INC
+$113.5K
1,869
+2%
增持
RTX
RTX CORPORATION
+$111.5K
3,406
+8%
增持
USB
US BANCORP DEL
+$111.3K
12,056
+2%
增持
CAT
CATERPILLAR INC
+$109.9K
835
+25%
清仓
—
AMCOR PLC
-$106.6K
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$104.4K
1,612
+3%
减持
FANG
DIAMONDBACK ENERGY INC
-$99.8K
1,573
-18%
减持
KMB
KIMBERLY-CLARK CORP
-$99.2K
2,942
-22%
增持
GILD
GILEAD SCIENCES INC
+$97.5K
4,682
+4%
增持
CVX
CHEVRON CORP NEW
+$96.5K
7,946
+14%
减持
KMI
KINDER MORGAN INC DEL
+$95.8K
22,054
-2%
增持
BBY
BEST BUY INC
+$95.5K
4,463
+11%
增持
FISV
FISERV INC
+$93.3K
1,805
+2%
增持
AVGO
BROADCOM INC
+$92.3K
11,504
+934%
减持
ABBV
ABBVIE INC
+$86.4K
6,876
-5%
增持
HON
HONEYWELL INTL INC
+$85.1K
3,052
+12%
减持
MA
MASTERCARD INCORPORATED
+$84.7K
1,059
-0%
增持
UNP
UNION PAC CORP
+$82.6K
1,697
+13%
减持
—
MEDTRONIC PLC
+$82.4K
6,985
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$79.5K
1,857
+7%
增持
AGG
ISHARES TR
+$76.7K
13,125
+4%
减持
JPM
JPMORGAN CHASE & CO.
+$76.1K
7,228
-2%
减持
AMZN
AMAZON COM INC
-$75.2K
2,827
-6%
减持
APD
AIR PRODS & CHEMS INC
+$74.5K
1,071
-1%
减持
KLAC
KLA CORP
-$72.7K
321
-2%
减持
CBOE
CBOE GLOBAL MKTS INC
+$72.6K
1,828
-1%
增持
TSLA
TESLA INC
-$71.4K
1,936
+2%
减持
NVO
NOVO-NORDISK A S
-$70.4K
2,547
-2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$69.8K
18,848
+5%
减持
WMB
WILLIAMS COS INC
+$68.8K
31,687
-14%
增持
O
REALTY INCOME CORP
+$66.8K
5,481
+3%
增持
SPGI
S&P GLOBAL INC
+$65.5K
589
+12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$64.7K
1,182
-1%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$62.7K
5,693
-5%
减持
TRP
TC ENERGY CORP
+$62.6K
7,972
-3%
减持
EWBC
EAST WEST BANCORP INC
+$62.3K
4,143
-5%
增持
PG
PROCTER AND GAMBLE CO
+$62.0K
5,849
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$61.3K
15,270
+3%
增持
WMT
WALMART INC
+$61.2K
5,125
+2%
增持
KR
KROGER CO
+$61.1K
6,074
+14%
增持
RMD
RESMED INC
+$57.9K
1,125
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$56.8K
27,235
+1%
减持
TSCO
TRACTOR SUPPLY CO
-$52.9K
1,499
-23%
增持
AMD
ADVANCED MICRO DEVICES INC
-$52.7K
2,211
+2%
增持
AAPL
APPLE INC
+$52.7K
5,681
+5%
增持
—
STERIS PLC
+$50.5K
2,512
+5%
减持
GLW
CORNING INC
-$49.3K
9,269
-11%
减持
PGR
PROGRESSIVE CORP
+$48.7K
2,295
-10%
减持
AMGN
AMGEN INC
-$47.4K
3,100
-5%
增持
RJF
RAYMOND JAMES FINL INC
+$45.9K
2,672
+1%
增持
QCOM
QUALCOMM INC
-$44.9K
1,796
+6%
增持
—
NXP SEMICONDUCTORS N V
-$44.1K
1,190
+5%
减持
—
TOTALENERGIES SE
-$44.0K
8,588
-2%
减持
BP
BP PLC
-$43.9K
8,705
-3%
减持
EMN
EASTMAN CHEM CO
+$43.7K
3,745
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$42.7K
3,362
+3%
增持
—
ROYALTY PHARMA PLC
+$42.5K
8,733
+10%
增持
TJX
TJX COS INC NEW
+$40.0K
4,335
+4%
减持
SAP
SAP SE
+$39.5K
1,626
-1%
减持
—
EXXON MOBIL CORP
+$39.0K
6,617
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$37.7K
2,811
-1%
减持
ENB
ENBRIDGE INC
+$37.4K
6,712
-1%
增持
FDS
FACTSET RESH SYS INC
+$36.3K
553
+2%
减持
—
UNILEVER PLC
+$36.1K
8,777
-4%
减持
SNA
SNAP ON INC
+$35.5K
996
-0%
减持
BRO
BROWN & BROWN INC
+$35.3K
2,354
-0%
增持
SYK
STRYKER CORPORATION
+$35.0K
701
+8%
减持
UPS
UNITED PARCEL SERVICE INC
-$34.8K
3,584
-7%
减持
PM
PHILIP MORRIS INTL INC
-$34.5K
5,283
-19%
减持
—
CHUBB LIMITED
+$34.4K
1,382
-4%
增持
IQV
IQVIA HLDGS INC
+$33.9K
1,194
+4%
减持
SHEL
SHELL PLC
-$33.3K
3,844
-3%
减持
SO
SOUTHERN CO
-$33.2K
2,416
-26%
减持
—
AXIS CAP HLDGS LTD
+$33.2K
3,418
-2%
