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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 27
增持 59
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
IGM
ISHARES TR
+$878.6K
6,837
清仓
IGV
ISHARES TR
-$667.6K
0
-100%
减持
ORCL
ORACLE CORP
-$549.9K
2,875
-51%
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
GOOGL
ALPHABET INC
+$536.6K
5,665
+12%
增持
AAPL
APPLE INC
+$511.4K
5,982
+23%
增持
WFC
WELLS FARGO CO NEW
+$490.1K
9,515
+180%
增持
MSFT
MICROSOFT CORP
+$463.3K
6,977
+7%
建仓
XLU
SELECT SECTOR SPDR TR
+$423.8K
4,721
清仓
VICI
VICI PPTYS INC
-$421.1K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$398.8K
8,962
-0%
增持
—
ASTRAZENECA PLC
+$378.9K
11,412
+34%
减持
—
ACCENTURE PLC IRELAND
-$370.2K
4,330
-9%
建仓
DKS
DICKS SPORTING GOODS INC
+$350.6K
1,525
建仓
MAA
MID-AMER APT CMNTYS INC
+$349.7K
2,571
增持
T
AT&T INC
+$349.6K
22,062
+182%
减持
SNY
SANOFI SA
-$349.5K
6,339
-54%
建仓
ROP
ROPER TECHNOLOGIES INC
+$331.1K
653
建仓
EXPD
EXPEDITORS INTL WASH INC
+$327.8K
2,651
建仓
—
TE CONNECTIVITY PLC
+$317.7K
1,425
增持
—
MEDTRONIC PLC
+$300.4K
9,469
+33%
建仓
GPC
GENUINE PARTS CO
+$291.0K
2,102
清仓
CCOI
COGENT COMMUNICATIONS HLDGS
-$284.6K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$282.7K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$279.5K
0
-100%
减持
ABBV
ABBVIE INC
+$276.8K
7,091
-1%
增持
TJX
TJX COS INC NEW
+$269.6K
10,536
+7%
增持
JNJ
JOHNSON & JOHNSON
+$269.2K
5,487
+12%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$267.9K
586
建仓
NWE
NORTHWESTERN ENERGY GROUP IN
+$259.2K
4,460
建仓
PLD
PROLOGIS INC.
+$255.1K
2,178
建仓
MKSI
MKS INC.
+$252.2K
1,808
建仓
—
NVENT ELECTRIC PLC
+$238.1K
2,430
减持
XLV
SELECT SECTOR SPDR TR
-$236.0K
7,677
-23%
增持
JPM
JPMORGAN CHASE & CO.
+$234.7K
7,285
+2%
建仓
IP
INTERNATIONAL PAPER CO
+$233.4K
5,088
清仓
TXNM
TXNM ENERGY INC
-$232.9K
0
-100%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$231.3K
0
-100%
建仓
PSX
PHILLIPS 66
+$229.7K
1,728
建仓
DE
DEERE & CO
+$229.1K
501
建仓
INTU
INTUIT
+$227.2K
339
清仓
BKR
BAKER HUGHES COMPANY
-$225.6K
0
-100%
建仓
MGRC
MCGRATH RENTCORP
+$224.5K
1,981
增持
HD
HOME DEPOT INC
+$223.2K
3,691
+12%
清仓
NOC
NORTHROP GRUMMAN CORP
-$222.1K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$218.9K
2,118
+20%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$218.7K
619
清仓
AVT
AVNET INC
-$214.6K
0
-100%
建仓
SRE
SEMPRA
+$214.0K
2,314
增持
AMD
ADVANCED MICRO DEVICES INC
+$213.1K
2,778
+9%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$211.5K
1,829
清仓
RELX
RELX PLC
-$210.4K
0
-100%
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$209.5K
1,581
清仓
—
AMDOCS LTD
-$209.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$207.9K
2,191
清仓
INGR
INGREDION INC
-$207.1K
0
-100%
清仓
QCOM
QUALCOMM INC
-$206.6K
0
-100%
建仓
SO
SOUTHERN CO
+$206.3K
2,160
建仓
IEF
ISHARES TR
+$203.0K
2,112
建仓
SAN
BANCO SANTANDER S.A.
+$191.5K
18,942
减持
CMCSA
COMCAST CORP NEW
-$187.3K
17,576
-14%
减持
AVGO
BROADCOM INC
+$182.2K
6,685
-12%
增持
GS
GOLDMAN SACHS GROUP INC
+$166.9K
1,390
+3%
减持
TMUS
T-MOBILE US INC
-$166.1K
3,130
-15%
建仓
—
AMCOR PLC
+$164.2K
20,341
减持
BAC
BANK AMERICA CORP
-$163.9K
8,226
-33%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$157.8K
2,524
-5%
减持
USB
US BANCORP DEL
-$156.3K
5,469
-38%
减持
GLW
CORNING INC
+$152.8K
8,609
-22%
增持
MRK
MERCK & CO INC
+$136.1K
4,185
+45%
增持
APH
AMPHENOL CORP NEW
+$130.4K
4,989
+0%
减持
MU
MICRON TECHNOLOGY INC
-$123.2K
1,655
-53%
增持
AXP
AMERICAN EXPRESS CO
+$117.8K
1,573
+23%
增持
MCD
MCDONALDS CORP
+$115.9K
4,303
+8%
增持
BRO
BROWN & BROWN INC
+$113.5K
4,319
+57%
增持
CAT
CATERPILLAR INC
+$111.8K
1,044
+2%
增持
BIL
SPDR SERIES TRUST
+$111.5K
4,659
+35%
减持
EEMA
ISHARES INC
+$109.2K
10,153
-1%
增持
ADI
ANALOG DEVICES INC
+$108.8K
2,137
+28%
增持
ROK
ROCKWELL AUTOMATION INC
+$107.7K
929
+45%
增持
DUK
DUKE ENERGY CORP NEW
+$107.0K
10,812
+2%
减持
—
EATON CORP PLC
-$101.8K
1,702
-19%
减持
PM
PHILIP MORRIS INTL INC
-$101.6K
3,792
-1%
增持
ABT
ABBOTT LABS
+$101.3K
8,384
+10%
增持
V
VISA INC
+$96.7K
4,196
+9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$95.3K
20,970
-2%
减持
KMI
KINDER MORGAN INC DEL
-$89.9K
17,540
-15%
减持
XLK
SELECT SECTOR SPDR TR
-$88.4K
6,859
-15%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$86.3K
5,940
-21%
增持
CME
CME GROUP INC
+$85.5K
2,695
+20%
减持
AMT
AMERICAN TOWER CORP NEW
-$85.2K
2,055
-3%
减持
EMR
EMERSON ELEC CO
-$83.1K
2,807
-16%
增持
TFC
TRUIST FINL CORP
+$80.8K
9,956
+22%
增持
IQV
IQVIA HLDGS INC
+$80.7K
1,488
+9%
增持
FISV
FISERV INC
-$80.1K
1,998
+3%
增持
PEP
PEPSICO INC
+$78.8K
3,092
+18%
减持
HON
HONEYWELL INTL INC
-$78.3K
1,438
-9%
增持
GEV
GE VERNOVA INC
+$78.2K
663
+9%
增持
CVX
CHEVRON CORP NEW
+$78.2K
6,602
+8%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$77.7K
10,101
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$77.0K
23,545
+4%
减持
—
ASML HOLDING N V
+$76.8K
340
-3%
增持
XLP
SELECT SECTOR SPDR TR
+$73.9K
9,898
+16%
减持
MDLZ
MONDELEZ INTL INC
-$72.7K
10,241
-1%
增持
PFE
PFIZER INC
+$69.1K
10,929
+27%
增持
LLY
ELI LILLY & CO
+$68.5K
324
+23%
减持
XLC
SELECT SECTOR SPDR TR
+$68.4K
11,007
-3%
减持
CSCO
CISCO SYS INC
-$68.2K
3,723
-21%
减持
KR
KROGER CO
-$66.6K
5,160
-10%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$66.3K
16,846
-0%
增持
—
TRANE TECHNOLOGIES PLC
+$66.2K
1,993
+9%
减持
SAP
SAP SE
-$64.5K
777
-14%
减持
IDA
IDACORP INC
+$60.4K
3,492
-1%
增持
—
STERIS PLC
+$60.2K
3,226
+5%
增持
UNP
UNION PAC CORP
+$59.5K
2,048
+14%
增持
NVDA
NVIDIA CORPORATION
+$59.2K
2,241
+1%
减持
RTX
RTX CORPORATION
+$58.1K
8,251
-10%
减持
KLAC
KLA CORP
+$58.1K
305
-3%
减持
XLY
SELECT SECTOR SPDR TR
+$56.7K
3,559
-3%
增持
RMD
RESMED INC
+$55.9K
1,219
+9%
增持
AGG
ISHARES TR
+$55.2K
12,850
+3%
减持
WMB
WILLIAMS COS INC
+$54.5K
25,655
-6%
减持
PG
PROCTER AND GAMBLE CO
-$54.5K
6,720
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$54.2K
6,262
+10%
增持
QSR
RESTAURANT BRANDS INTL INC
+$54.0K
4,192
+22%
减持
RSG
REPUBLIC SVCS INC
-$50.0K
2,550
-1%
增持
BDX
BECTON DICKINSON & CO
+$49.0K
2,241
+3%
增持
CRM
SALESFORCE INC
-$49.0K
2,817
+4%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$48.8K
6,175
+10%
增持
AMZN
AMAZON COM INC
+$47.2K
3,332
+6%
减持
EOG
EOG RES INC
-$44.2K
2,532
-3%
减持
PNC
PNC FINL SVCS GROUP INC
-$44.2K
6,496
-2%
减持
LDOS
LEIDOS HOLDINGS INC
+$43.6K
1,272
-1%
减持
IEMG
ISHARES INC
+$43.0K
6,203
-0%
增持
DRI
DARDEN RESTAURANTS INC
+$42.4K
1,331
+35%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$41.5K
3,030
-18%
减持
GILD
GILEAD SCIENCES INC
-$40.9K
2,278
-16%
增持
PAYC
PAYCOM SOFTWARE INC
+$40.0K
1,760
+32%
增持
MA
MASTERCARD INCORPORATED
+$39.7K
1,087
+4%
增持
BTI
BRITISH AMERN TOB PLC
+$36.2K
8,541
+2%
减持
TRP
TC ENERGY CORP
+$35.5K
5,770
-2%
减持
XEL
XCEL ENERGY INC
+$35.5K
3,219
-3%
增持
FANG
DIAMONDBACK ENERGY INC
+$35.2K
2,096
+9%
增持
WSM
WILLIAMS SONOMA INC
+$34.9K
1,219
+1%
减持
ENB
ENBRIDGE INC
+$34.8K
6,452
-0%
减持
MS
MORGAN STANLEY
-$34.7K
1,954
-20%
增持
COST
COSTCO WHSL CORP NEW
-$34.7K
647
+2%
减持
RY
ROYAL BK CDA
+$34.3K
2,506
-1%
增持
WM
WASTE MGMT INC DEL
+$33.6K
1,421
+16%
增持
JKHY
HENRY JACK & ASSOC INC
-$33.1K
1,743
+8%
增持
DXCM
DEXCOM INC
-$32.5K
3,124
+9%
