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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 62
减持 49
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$3.3M
513
-92%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$1.2M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$783.7K
8,586
-8%
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
DUK
DUKE ENERGY CORP NEW
+$604.3K
10,063
+80%
减持
AVGO
BROADCOM INC
-$555.5K
8,251
-10%
减持
MRK
MERCK & CO INC
-$547.0K
3,110
-61%
增持
KO
COCA COLA CO
+$534.2K
10,657
+187%
建仓
IGV
ISHARES TR
+$506.5K
5,808
建仓
SNY
SANOFI
+$491.8K
9,550
增持
RTX
RTX CORPORATION
+$471.5K
7,477
+77%
建仓
AMT
AMERICAN TOWER CORP NEW
+$413.2K
1,938
增持
TJX
TJX COS INC NEW
+$411.2K
8,682
+49%
减持
HON
HONEYWELL INTL INC
-$408.3K
1,426
-55%
清仓
PLD
PROLOGIS INC.
-$388.5K
0
-100%
清仓
FDX
FEDEX CORP
-$385.2K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$374.4K
6,215
-11%
清仓
GLW
CORNING INC
-$358.6K
0
-100%
建仓
—
ROYALTY PHARMA PLC
+$353.1K
11,051
清仓
IAI
ISHARES TR
-$339.3K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$334.3K
22,045
-23%
增持
MDLZ
MONDELEZ INTL INC
+$333.8K
8,050
+120%
清仓
EMN
EASTMAN CHEM CO
-$318.3K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$312.3K
4,628
增持
XLC
SELECT SECTOR SPDR TR
+$310.6K
11,009
+52%
增持
TMUS
T-MOBILE US INC
+$307.3K
3,346
+27%
清仓
WSM
WILLIAMS SONOMA INC
-$304.9K
0
-100%
减持
HD
HOME DEPOT INC
-$284.4K
3,175
-12%
建仓
PFE
PFIZER INC
+$284.4K
12,979
减持
TSLA
TESLA INC
-$280.5K
1,936
-1%
建仓
UPS
UNITED PARCEL SERVICE INC
+$271.3K
2,795
增持
UNH
UNITEDHEALTH GROUP INC
+$264.1K
2,844
+3%
建仓
NGG
NATIONAL GRID PLC
+$262.0K
3,849
增持
—
TOTALENERGIES SE
+$256.6K
12,114
+62%
清仓
—
TE CONNECTIVITY PLC
-$256.5K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$255.0K
1,558
-15%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$254.0K
0
-100%
清仓
BBY
BEST BUY INC
-$251.6K
0
-100%
清仓
AOA
ISHARES TR
-$247.3K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$245.7K
1,297
-42%
增持
JNJ
JOHNSON & JOHNSON
+$241.0K
4,857
+39%
清仓
JEF
JEFFERIES FINL GROUP INC
-$234.7K
0
-100%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$230.4K
0
-100%
清仓
IJR
ISHARES TR
-$228.8K
0
-100%
清仓
PKG
PACKAGING CORP AMER
-$227.4K
0
-100%
建仓
ULS
UL SOLUTIONS INC
+$226.2K
4,006
减持
CVX
CHEVRON CORP NEW
-$225.1K
5,436
-13%
建仓
ZTS
ZOETIS INC
+$224.6K
1,503
清仓
GOLF
ACUSHNET HLDGS CORP
-$222.5K
0
-100%
建仓
WELL
WELLTOWER INC
+$221.4K
1,552
清仓
CFR
CULLEN FROST BANKERS INC
-$219.5K
0
-100%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$214.6K
3,412
清仓
EXE
EXPAND ENERGY CORPORATION
-$213.8K
0
-100%
清仓
KLAC
KLA CORP
-$213.1K
0
-100%
建仓
BTI
BRITISH AMERN TOB PLC
+$213.0K
5,125
建仓
SO
SOUTHERN CO
+$212.1K
2,361
建仓
BKR
BAKER HUGHES COMPANY
+$211.1K
5,566
清仓
WTFC
WINTRUST FINL CORP
-$205.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$201.9K
2,656
-11%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$201.0K
1,921
增持
MCD
MCDONALDS CORP
+$200.5K
3,859
+9%
减持
AGG
ISHARES TR
-$196.4K
13,311
-14%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$185.5K
21,649
-3%
减持
PEP
PEPSICO INC
-$169.1K
2,377
-34%
增持
—
ACCENTURE PLC IRELAND
-$161.7K
3,619
+6%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$160.9K
0
-100%
减持
WMB
WILLIAMS COS INC
-$153.5K
24,794
-11%
增持
AMGN
AMGEN INC
+$147.9K
3,059
+10%
增持
—
EXXON MOBIL CORP
+$145.5K
8,446
+24%
增持
—
MEDTRONIC PLC
+$144.3K
7,323
+28%
减持
BIL
SPDR SER TR
-$136.1K
2,469
-38%
增持
MSFT
MICROSOFT CORP
-$131.5K
6,673
+3%
增持
APH
AMPHENOL CORP NEW
+$131.1K
5,381
+71%
增持
GOOGL
ALPHABET INC
-$131.0K
4,853
+4%
减持
BLK
BLACKROCK INC
-$123.1K
719
-9%
增持
—
STERIS PLC
+$122.5K
2,898
+15%
增持
AES
AES CORP
+$119.2K
23,746
+128%
增持
ORCL
ORACLE CORP
-$115.2K
7,238
+4%
减持
MS
MORGAN STANLEY
-$115.0K
2,681
-18%
减持
CCOI
COGENT COMMUNICATIONS HLDGS
-$113.8K
5,628
-0%
建仓
PR
PERMIAN RESOURCES CORP
+$112.4K
10,180
增持
—
CHUBB LIMITED
+$111.2K
1,702
+18%
减持
ABT
ABBOTT LABS
+$108.8K
7,619
-0%
增持
PG
PROCTER AND GAMBLE CO
+$108.5K
6,556
+5%
减持
MU
MICRON TECHNOLOGY INC
-$106.9K
3,494
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$106.6K
10,859
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$106.6K
4,009
+5%
增持
USB
US BANCORP DEL
-$106.3K
11,958
+1%
增持
BDX
BECTON DICKINSON & CO
+$105.5K
2,349
+49%
减持
EQIX
EQUINIX INC
-$103.2K
707
-2%
增持
V
VISA INC
+$100.1K
3,670
+1%
增持
AMZN
AMAZON COM INC
-$96.7K
3,045
+1%
减持
RSG
REPUBLIC SVCS INC
+$96.7K
2,811
-2%
建仓
VALE
VALE S A
+$96.6K
10,477
减持
EWBC
EAST WEST BANCORP INC
-$90.5K
4,039
-1%
减持
NVDA
NVIDIA CORPORATION
-$89.8K
2,257
-10%
增持
ABBV
ABBVIE INC
+$83.0K
7,543
+7%
减持
KMI
KINDER MORGAN INC DEL
-$80.9K
20,337
-8%
增持
AXP
AMERICAN EXPRESS CO
+$76.9K
1,404
+49%
减持
ARKK
ARK ETF TR
-$75.6K
6,183
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$75.4K
13,766
-1%
增持
AAPL
APPLE INC
-$74.1K
5,038
+11%
增持
TXN
TEXAS INSTRS INC
-$71.9K
1,735
+1%
增持
CMCSA
COMCAST CORP NEW
+$68.0K
20,106
+20%
减持
EOG
EOG RES INC
-$66.0K
2,425
-3%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$65.9K
20,565
+4%
增持
UNP
UNION PAC CORP
+$64.4K
2,042
+20%
增持
—
GENPACT LIMITED
+$63.1K
5,591
+20%
增持
KR
KROGER CO
+$59.6K
6,126
+1%
减持
PGR
PROGRESSIVE CORP
-$58.9K
1,767
-24%
增持
CNP
CENTERPOINT ENERGY INC
+$55.6K
9,208
+2%
增持
BRO
BROWN & BROWN INC
+$53.9K
2,659
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$53.2K
1,318
+11%
增持
XLY
SELECT SECTOR SPDR TR
-$52.4K
3,539
+8%
减持
WEC
WEC ENERGY GROUP INC
+$50.8K
4,024
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$50.7K
9,641
+6%
减持
PAYX
PAYCHEX INC
-$50.6K
1,523
-23%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$50.3K
20,618
+1%
增持
PAYC
PAYCOM SOFTWARE INC
+$49.8K
1,321
+13%
增持
RJF
RAYMOND JAMES FINL INC
-$49.3K
2,681
+0%
减持
TFC
TRUIST FINL CORP
-$49.2K
6,231
-1%
增持
KMB
KIMBERLY-CLARK CORP
+$49.0K
2,853
+2%
增持
AFL
AFLAC INC
+$49.0K
6,653
+2%
增持
TGT
TARGET CORP
-$48.3K
2,862
+29%
减持
TRGP
TARGA RES CORP
-$48.3K
1,239
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$48.1K
640
-1%
增持
META
META PLATFORMS INC
-$47.9K
1,668
+8%
减持
EMR
EMERSON ELEC CO
-$46.9K
2,386
-2%
增持
O
REALTY INCOME CORP
+$46.8K
5,541
+10%
增持
SBUX
STARBUCKS CORP
+$46.7K
6,114
+19%
增持
VICI
VICI PPTYS INC
+$45.0K
12,896
+2%
减持
CBOE
CBOE GLOBAL MKTS INC
+$44.7K
1,867
-0%
增持
CRM
SALESFORCE INC
+$40.1K
2,675
+32%
减持
CME
CME GROUP INC
+$39.0K
2,092
-6%
减持
LLY
ELI LILLY & CO
-$38.7K
277
-8%
增持
NOC
NORTHROP GRUMMAN CORP
+$37.5K
455
+2%
减持
IDA
IDACORP INC
+$36.9K
3,449
-0%
减持
TSCO
TRACTOR SUPPLY CO
-$35.7K
8,307
-2%
增持
JKHY
HENRY JACK & ASSOC INC
+$34.0K
1,538
+14%
增持
ALL
ALLSTATE CORP
+$32.0K
1,431
+6%
减持
TRP
TC ENERGY CORP
-$31.9K
5,952
-12%
增持
WSO
WATSCO INC
+$31.4K
680
+0%
增持
IJH
ISHARES TR
-$31.3K
6,699
+5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$29.8K
11,022
-1%
增持
FISV
FISERV INC
+$28.7K
1,922
+4%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$28.6K
5,576
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$28.2K
7,773
+17%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$27.7K
2,059
+0%
减持
IEFA
ISHARES TR
-$27.3K
5,366
-11%
增持
—
EATON CORP PLC
-$26.6K
2,115
+18%
减持
—
AXIS CAP HLDGS LTD
+$25.9K
3,802
-1%
