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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 25
增持 72
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
1,758
-38%
增持
VOO
VANGUARD INDEX FDS
+$922.5K
9,004
+5%
建仓
EEMA
ISHARES INC
+$846.2K
10,229
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
MSFT
MICROSOFT CORP
+$632.4K
6,493
-3%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$605.0K
10,303
-50%
建仓
GLW
CORNING INC
+$581.9K
11,036
建仓
BAC
BANK AMERICA CORP
+$578.4K
12,268
减持
AVGO
BROADCOM INC
+$559.3K
7,581
-8%
增持
XLK
SELECT SECTOR SPDR TR
+$519.3K
8,042
+3%
增持
WMT
WALMART INC
+$480.8K
7,606
+174%
增持
META
META PLATFORMS INC
+$456.8K
1,892
+13%
减持
ORCL
ORACLE CORP
+$430.3K
5,920
-18%
增持
—
ACCENTURE PLC IRELAND
+$415.7K
4,763
+32%
清仓
IEF
ISHARES TR
-$403.1K
0
-100%
清仓
CBOE
CBOE GLOBAL MKTS INC
-$401.6K
0
-100%
增持
RTX
RTX CORPORATION
+$375.6K
9,210
+23%
增持
PNC
PNC FINL SVCS GROUP INC
+$370.3K
6,641
+7%
建仓
GEV
GE VERNOVA INC
+$321.7K
607
减持
JPM
JPMORGAN CHASE & CO.
+$296.9K
7,135
-2%
建仓
KLAC
KLA CORP
+$289.6K
315
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$283.9K
3,686
建仓
WFC
WELLS FARGO CO NEW
+$277.7K
3,403
清仓
TGT
TARGET CORP
-$265.5K
0
-100%
增持
—
ASTRAZENECA PLC
+$260.3K
8,522
+68%
建仓
DEO
DIAGEO PLC
+$250.8K
2,384
建仓
IJR
ISHARES TR
+$245.3K
2,190
建仓
DXCM
DEXCOM INC
+$239.8K
2,863
清仓
FDS
FACTSET RESH SYS INC
-$237.4K
0
-100%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$231.3K
1,321
清仓
ULS
UL SOLUTIONS INC
-$226.2K
0
-100%
建仓
CFR
CULLEN FROST BANKERS INC
+$225.1K
1,649
建仓
IQV
IQVIA HLDGS INC
+$224.3K
1,364
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$223.5K
21,315
+3%
清仓
PAYX
PAYCHEX INC
-$223.5K
0
-100%
增持
EMR
EMERSON ELEC CO
+$221.6K
3,326
+39%
建仓
PKG
PACKAGING CORP AMER
+$220.6K
1,088
建仓
WTFC
WINTRUST FINL CORP
+$216.9K
1,633
建仓
ROK
ROCKWELL AUTOMATION INC
+$216.1K
639
建仓
DRI
DARDEN RESTAURANTS INC
+$214.8K
987
建仓
AVT
AVNET INC
+$214.6K
3,814
清仓
SO
SOUTHERN CO
-$212.1K
0
-100%
建仓
DGX
QUEST DIAGNOSTICS INC
+$211.7K
1,227
建仓
RELX
RELX PLC
+$210.4K
3,929
增持
XLC
SELECT SECTOR SPDR TR
+$209.2K
11,369
+3%
建仓
—
AMDOCS LTD
+$209.0K
2,256
建仓
LDOS
LEIDOS HOLDINGS INC
+$208.3K
1,285
建仓
INGR
INGREDION INC
+$207.1K
1,515
建仓
QCOM
QUALCOMM INC
+$206.6K
1,296
建仓
WSM
WILLIAMS SONOMA INC
+$204.2K
1,207
清仓
TRGP
TARGA RES CORP
-$202.7K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$201.4K
6,126
+13%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$201.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$196.2K
7,535
-31%
增持
MU
MICRON TECHNOLOGY INC
+$196.2K
3,530
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$188.2K
2,657
+0%
增持
BTI
BRITISH AMERN TOB PLC
+$187.8K
8,364
+63%
增持
WMB
WILLIAMS COS INC
+$178.5K
27,329
+10%
增持
ADI
ANALOG DEVICES INC
+$177.0K
1,670
+29%
增持
SBUX
STARBUCKS CORP
+$174.8K
7,343
+20%
增持
SNY
SANOFI
+$172.8K
13,795
+44%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$172.0K
3,843
-4%
减持
GS
GOLDMAN SACHS GROUP INC
+$170.3K
1,349
-13%
增持
MDLZ
MONDELEZ INTL INC
+$165.7K
10,345
+29%
减持
—
EATON CORP PLC
+$161.6K
2,097
-1%
增持
IGV
ISHARES TR
+$161.1K
6,010
+3%
增持
XLF
SELECT SECTOR SPDR TR
+$158.6K
22,743
+3%
增持
—
TRANE TECHNOLOGIES PLC
+$152.4K
1,828
+1%
增持
TXN
TEXAS INSTRS INC
+$150.5K
1,877
+8%
增持
TFC
TRUIST FINL CORP
+$150.0K
8,161
+31%
减持
LRCX
LAM RESEARCH CORP
+$146.6K
4,597
-1%
增持
BLK
BLACKROCK INC
+$146.5K
724
+1%
增持
V
VISA INC
+$145.3K
3,861
+5%
增持
—
EXXON MOBIL CORP
+$135.3K
8,813
+4%
减持
APH
AMPHENOL CORP NEW
+$133.3K
4,981
-7%
减持
EWBC
EAST WEST BANCORP INC
+$128.0K
3,877
-4%
增持
KO
COCA COLA CO
+$126.5K
12,639
+19%
增持
AMZN
AMAZON COM INC
+$125.9K
3,140
+3%
增持
XLY
SELECT SECTOR SPDR TR
+$125.7K
3,662
+3%
增持
TJX
TJX COS INC NEW
+$125.6K
9,885
+14%
增持
GOOGL
ALPHABET INC
+$119.5K
5,059
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$118.3K
2,560
+2%
增持
AMGN
AMGEN INC
+$111.5K
3,321
+9%
增持
CAT
CATERPILLAR INC
+$110.1K
1,028
+2%
增持
—
ROYALTY PHARMA PLC
+$107.7K
12,977
+17%
减持
NVDA
NVIDIA CORPORATION
+$106.3K
2,229
-1%
减持
EQIX
EQUINIX INC
-$104.1K
580
-18%
清仓
VALE
VALE S A
-$96.6K
0
-100%
增持
HON
HONEYWELL INTL INC
+$95.8K
1,580
+11%
增持
—
NXP SEMICONDUCTORS N V
+$94.9K
1,424
+2%
增持
TSLA
TESLA INC
+$93.2K
1,953
+1%
减持
BDX
BECTON DICKINSON & CO
-$92.8K
2,183
-7%
增持
HD
HOME DEPOT INC
+$90.3K
3,303
+4%
增持
BIL
SPDR SERIES TRUST
+$88.8K
3,441
+39%
增持
KMB
KIMBERLY-CLARK CORP
+$76.9K
3,620
+27%
增持
—
STERIS PLC
+$75.4K
3,079
+6%
增持
ZTS
ZOETIS INC
+$74.9K
1,898
+26%
增持
CME
CME GROUP INC
+$73.6K
2,252
+8%
减持
SAP
SAP SE
-$70.7K
899
-33%
增持
FISV
FISERV INC
-$70.1K
1,936
+1%
增持
CSCO
CISCO SYS INC
+$68.2K
4,735
+6%
增持
IJH
ISHARES TR
+$67.3K
6,805
+2%
增持
NEE
NEXTERA ENERGY INC
+$66.6K
8,112
+2%
减持
RSG
REPUBLIC SVCS INC
-$66.6K
2,587
-8%
减持
PFE
PFIZER INC
-$64.6K
8,577
-34%
减持
AGG
ISHARES TR
-$62.5K
12,533
-6%
增持
RJF
RAYMOND JAMES FINL INC
+$61.2K
2,690
+0%
增持
EOG
EOG RES INC
+$60.7K
2,613
+8%
增持
CRM
SALESFORCE INC
+$59.2K
2,709
+1%
减持
PM
PHILIP MORRIS INTL INC
-$57.6K
3,848
-20%
增持
CMCSA
COMCAST CORP NEW
+$55.8K
20,382
+1%
减持
MS
MORGAN STANLEY
+$53.8K
2,435
-9%
增持
IEFA
ISHARES TR
+$53.4K
5,369
+0%
增持
AMT
AMERICAN TOWER CORP NEW
+$53.3K
2,114
+9%
增持
ABT
ABBOTT LABS
+$53.2K
7,648
+0%
减持
AXP
AMERICAN EXPRESS CO
+$51.9K
1,276
-9%
减持
MA
MASTERCARD INCORPORATED
+$51.7K
1,048
-1%
减持
TSCO
TRACTOR SUPPLY CO
-$50.6K
6,670
-20%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$50.2K
2,051
-0%
减持
IEMG
ISHARES INC
+$49.9K
6,223
-1%
减持
GILD
GILEAD SCIENCES INC
-$49.7K
2,699
-20%
减持
—
TOTALENERGIES SE
+$49.5K
11,777
-3%
减持
CARR
CARRIER GLOBAL CORPORATION
+$48.5K
3,349
-2%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$46.5K
5,679
+5%
增持
SPGI
S&P GLOBAL INC
+$46.3K
665
+2%
减持
AFL
AFLAC INC
-$46.0K
6,439
-3%
减持
RMD
RESMED INC
+$45.7K
1,119
-1%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$45.2K
16,872
-22%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$43.7K
2,550
-2%
增持
IEUR
ISHARES TR
+$42.3K
4,298
+3%
增持
KMI
KINDER MORGAN INC DEL
+$41.5K
20,613
+1%
减持
RY
ROYAL BK CDA
+$41.0K
2,536
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$40.9K
10,642
+6%
增持
MCD
MCDONALDS CORP
-$38.0K
3,970
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$37.5K
502
-2%
增持
FANG
DIAMONDBACK ENERGY INC
+$37.4K
1,929
+4%
增持
PR
PERMIAN RESOURCES CORP
+$37.2K
10,373
+2%
减持
—
ASML HOLDING N V
+$36.5K
350
-3%
减持
SNA
SNAP ON INC
-$36.4K
920
-6%
减持
USB
US BANCORP DEL
-$35.4K
8,756
-27%
减持
ABBV
ABBVIE INC
+$35.1K
7,143
-5%
减持
WSO
WATSCO INC
-$34.5K
679
-0%
增持
XLP
SELECT SECTOR SPDR TR
+$30.9K
8,516
+3%
增持
SYK
STRYKER CORPORATION
+$29.5K
716
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$29.4K
641
+0%
增持
PG
PROCTER AND GAMBLE CO
-$29.0K
6,747
+3%
增持
PAYC
PAYCOM SOFTWARE INC
+$27.4K
1,335
+1%
减持
AES
AES CORP
-$26.6K
19,689
-17%
减持
EQH
EQUITABLE HLDGS INC
+$26.4K
4,357
-5%
增持
JNJ
JOHNSON & JOHNSON
+$26.3K
4,899
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$26.2K
11,121
+1%
