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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 7
增持 54
减持 64
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$3.3M
6,199
+1140%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$1.2M
10,438
建仓
BLK
BLACKROCK INC
+$755.0K
790
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
VEU
VANGUARD INTL EQUITY INDEX F
-$524.1K
20,425
-25%
清仓
UPS
UNITED PARCEL SERVICE INC
-$486.8K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$422.5K
0
-100%
减持
TGT
TARGET CORP
-$403.8K
2,216
-51%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$383.2K
2,054
-50%
清仓
PFE
PFIZER INC
-$376.6K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$357.0K
28,806
+36%
增持
TSLA
TESLA INC
+$340.5K
1,948
+1%
清仓
SNY
SANOFI
-$333.9K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$326.5K
3,491
-30%
清仓
XLU
SELECT SECTOR SPDR TR
-$324.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$316.7K
9,357
+7%
清仓
—
INTERPUBLIC GROUP COS INC
-$313.6K
0
-100%
减持
AES
AES CORP
-$308.5K
10,434
-57%
清仓
QCOM
QUALCOMM INC
-$308.0K
0
-100%
减持
ORCL
ORACLE CORP
-$306.8K
6,946
-12%
清仓
IQV
IQVIA HLDGS INC
-$278.3K
0
-100%
减持
AMGN
AMGEN INC
-$270.2K
2,772
-11%
清仓
FERG
FERGUSON ENTERPRISES INC
-$269.5K
0
-100%
清仓
BP
BP PLC
-$269.2K
0
-100%
增持
META
META PLATFORMS INC
+$263.6K
1,550
+29%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$253.6K
0
-100%
减持
PEP
PEPSICO INC
-$252.4K
3,592
-18%
建仓
AOA
ISHARES TR
+$247.3K
3,265
清仓
—
ROYALTY PHARMA PLC
-$246.4K
0
-100%
减持
AAPL
APPLE INC
-$244.4K
4,528
-20%
清仓
NGG
NATIONAL GRID PLC
-$242.0K
0
-100%
清仓
LDOS
LEIDOS HOLDINGS INC
-$235.6K
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$235.1K
1,164
减持
MDLZ
MONDELEZ INTL INC
-$231.0K
3,662
-40%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$226.3K
0
-100%
清仓
SO
SOUTHERN CO
-$223.0K
0
-100%
减持
—
ASTRAZENECA PLC
-$222.7K
5,091
-29%
减持
CVX
CHEVRON CORP NEW
-$219.4K
6,284
-21%
减持
CMCSA
COMCAST CORP NEW
-$219.2K
16,775
-15%
清仓
ETR
ENTERGY CORP NEW
-$219.1K
0
-100%
清仓
ULS
UL SOLUTIONS INC
-$218.2K
0
-100%
清仓
—
PRIMO WATER CORPORATION
-$213.8K
0
-100%
建仓
EXE
EXPAND ENERGY CORPORATION
+$213.8K
2,093
减持
MRK
MERCK & CO INC
-$210.1K
7,992
-12%
清仓
INGR
INGREDION INC
-$209.2K
0
-100%
清仓
PSA
PUBLIC STORAGE OPER CO
-$206.4K
0
-100%
建仓
WTFC
WINTRUST FINL CORP
+$205.0K
1,645
清仓
—
NVENT ELECTRIC PLC
-$203.8K
0
-100%
清仓
—
AMDOCS LTD
-$203.7K
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$201.9K
0
-100%
建仓
—
GENPACT LIMITED
+$201.4K
4,647
增持
TJX
TJX COS INC NEW
+$192.5K
5,842
+35%
减持
BBY
BEST BUY INC
-$188.8K
3,022
-32%
增持
AGG
ISHARES TR
+$176.4K
15,511
+18%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$166.9K
22,266
+43%
减持
—
MEDTRONIC PLC
-$165.8K
5,737
-18%
增持
SBUX
STARBUCKS CORP
+$149.5K
5,156
+51%
减持
PLD
PROLOGIS INC.
-$147.2K
3,750
-11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$143.9K
13,928
-9%
减持
WMT
WALMART INC
-$141.9K
2,950
-42%
减持
NEE
NEXTERA ENERGY INC
-$135.8K
7,857
-0%
增持
AMZN
AMAZON COM INC
+$131.3K
3,013
+7%
增持
BDX
BECTON DICKINSON & CO
+$129.2K
1,577
+58%
减持
—
TOTALENERGIES SE
-$129.0K
7,490
-13%
清仓
VALE
VALE S A
-$117.5K
0
-100%
增持
EQIX
EQUINIX INC
+$112.8K
725
+18%
减持
HD
HOME DEPOT INC
-$111.2K
3,611
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$95.7K
7,138
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$93.9K
2,166
-2%
增持
CRM
SALESFORCE INC
+$93.5K
2,020
+7%
减持
O
REALTY INCOME CORP
-$92.9K
5,016
-8%
增持
BIL
SPDR SER TR
+$91.3K
3,956
+34%
减持
EMN
EASTMAN CHEM CO
-$88.9K
3,648
-3%
减持
WSO
WATSCO INC
-$88.3K
678
-17%
减持
VICI
VICI PPTYS INC
-$82.9K
12,599
-5%
减持
KMB
KIMBERLY-CLARK CORP
-$79.6K
2,810
-4%
增持
EMR
EMERSON ELEC CO
+$76.9K
2,431
+28%
增持
AFL
AFLAC INC
-$76.3K
6,553
+2%
减持
WMB
WILLIAMS COS INC
-$76.1K
27,948
-12%
增持
V
VISA INC
+$75.7K
3,651
+0%
减持
GOOGL
ALPHABET INC
+$74.7K
4,653
-6%
减持
PM
PHILIP MORRIS INTL INC
-$74.2K
4,818
-9%
增持
CME
CME GROUP INC
+$73.8K
2,217
+16%
增持
UNH
UNITEDHEALTH GROUP INC
-$73.3K
2,767
+4%
增持
—
EXXON MOBIL CORP
-$72.8K
6,810
+3%
增持
ABBV
ABBVIE INC
-$72.2K
7,064
+3%
减持
KMI
KINDER MORGAN INC DEL
+$69.4K
21,990
-0%
减持
WSM
WILLIAMS SONOMA INC
+$68.4K
1,548
-1%
增持
VPL
VANGUARD INTL EQUITY INDEX F
-$68.4K
19,696
+4%
减持
GLW
CORNING INC
-$67.9K
7,611
-18%
减持
FANG
DIAMONDBACK ENERGY INC
-$66.3K
1,263
-20%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$65.7K
4,930
+37%
增持
NVO
NOVO-NORDISK A S
-$63.4K
2,750
+8%
减持
TRP
TC ENERGY CORP
-$63.0K
6,733
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$61.9K
3,811
-1%
增持
XLC
SELECT SECTOR SPDR TR
+$61.4K
7,245
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$60.3K
2,618
-7%
增持
—
UNILEVER PLC
-$60.0K
8,970
+2%
增持
RTX
RTX CORPORATION
+$57.6K
4,235
+24%
减持
MS
MORGAN STANLEY
-$57.1K
3,280
-15%
减持
TXN
TEXAS INSTRS INC
-$56.9K
1,725
-10%
增持
XLV
SELECT SECTOR SPDR TR
+$55.5K
9,087
+15%
减持
XLY
SELECT SECTOR SPDR TR
+$55.1K
3,278
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$53.2K
8,664
+17%
增持
MCD
MCDONALDS CORP
-$51.9K
3,526
+5%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$51.4K
5,638
-1%
减持
CARR
CARRIER GLOBAL CORPORATION
-$50.6K
3,407
-0%
增持
—
STERIS PLC
-$49.4K
2,519
+0%
增持
—
AXIS CAP HLDGS LTD
+$48.2K
3,826
+12%
减持
PNC
PNC FINL SVCS GROUP INC
-$47.9K
6,978
-3%
增持
DUK
DUKE ENERGY CORP NEW
-$45.9K
5,597
+5%
增持
EOG
EOG RES INC
+$45.8K
2,505
+13%
减持
CAT
CATERPILLAR INC
-$44.4K
810
-3%
减持
TRNO
TERRENO RLTY CORP
-$43.4K
3,896
-3%
减持
ADI
ANALOG DEVICES INC
-$43.4K
2,251
-2%
减持
ABT
ABBOTT LABS
-$42.7K
7,639
-0%
减持
VYM
VANGUARD WHITEHALL FDS
-$42.5K
2,410
-9%
减持
EGP
EASTGROUP PPTYS INC
-$40.7K
1,322
-1%
增持
PGR
PROGRESSIVE CORP
-$40.2K
2,317
+1%
减持
UNP
UNION PAC CORP
-$39.1K
1,696
-0%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
-$38.1K
5,645
+7%
增持
AXP
AMERICAN EXPRESS CO
+$38.0K
940
+11%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$35.7K
10,041
-19%
增持
APD
AIR PRODS & CHEMS INC
-$35.1K
1,074
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$35.1K
1,831
-2%
减持
USB
US BANCORP DEL
-$34.2K
11,799
-2%
减持
TRGP
TARGA RES CORP
+$34.1K
1,298
-3%
增持
—
CHUBB LIMITED
-$34.0K
1,440
+4%
增持
COST
COSTCO WHSL CORP NEW
+$33.9K
649
+0%
增持
IEMG
ISHARES INC
-$33.6K
6,069
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$32.6K
2,971
-5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$32.3K
11,079
-0%
增持
MU
MICRON TECHNOLOGY INC
-$31.7K
3,522
+1%
减持
SNA
SNAP ON INC
+$31.3K
987
-1%
减持
GILD
GILEAD SCIENCES INC
-$31.2K
4,171
-11%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$31.2K
11,773
+0%
增持
XLK
SELECT SECTOR SPDR TR
+$30.8K
6,616
+2%
增持
MSFT
MICROSOFT CORP
+$30.1K
6,501
+0%
增持
—
NXP SEMICONDUCTORS N V
-$29.9K
1,195
+0%
增持
CBOE
CBOE GLOBAL MKTS INC
-$28.3K
1,869
+2%
增持
NOC
NORTHROP GRUMMAN CORP
-$27.8K
448
+2%
减持
TMUS
T-MOBILE US INC
-$25.9K
2,642
-1%
减持
USMV
ISHARES TR
-$23.5K
3,725
-1%
增持
HON
HONEYWELL INTL INC
+$23.2K
3,169
+4%
减持
AVGO
BROADCOM INC
+$22.6K
9,169
-20%
增持
PG
PROCTER AND GAMBLE CO
-$22.5K
6,217
+6%
增持
IEF
ISHARES TR
-$21.6K
4,430
+0%
减持
MA
MASTERCARD INCORPORATED
-$21.6K
1,036
-2%
增持
WEC
WEC ENERGY GROUP INC
-$21.5K
4,064
+0%
增持
ARES
ARES MANAGEMENT CORPORATION
+$20.9K
1,316
+3%
增持
IEFA
ISHARES TR
+$20.7K
6,036
+14%
