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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 49
减持 56
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
5,014
+985%
增持
WMT
WALMART INC
+$1.8M
21,192
+188%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$956.1K
6,634
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。
建仓
—
TOTALENERGIES SE
+$868.1K
12,819
清仓
—
TOTALENERGIES SE
-$711.2K
0
-100%
增持
IJR
ISHARES TR
+$683.5K
7,273
+231%
建仓
UL
UNILEVER PLC
+$680.6K
10,498
清仓
CMCSA
COMCAST CORP NEW
-$546.4K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$540.3K
9,636
+8%
增持
GOOGL
ALPHABET INC
+$519.1K
5,901
+4%
清仓
—
UNILEVER PLC
-$485.0K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$482.4K
0
-100%
减持
IGM
ISHARES TR
-$467.1K
3,201
-53%
建仓
IBB
ISHARES TR
+$423.2K
2,416
减持
XLY
SELECT SECTOR SPDR TR
-$422.0K
3,557
-0%
增持
XLF
SELECT SECTOR SPDR TR
+$419.7K
31,502
+34%
增持
MSFT
MICROSOFT CORP
-$354.4K
7,506
+8%
清仓
PAYC
PAYCOM SOFTWARE INC
-$352.4K
0
-100%
建仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$346.8K
4,864
增持
MRK
MERCK & CO INC
+$335.3K
6,362
+52%
清仓
ROP
ROPER TECHNOLOGIES INC
-$331.1K
0
-100%
建仓
AEM
AGNICO EAGLE MINES LTD
+$323.8K
1,577
建仓
RPM
RPM INTL INC
+$315.2K
2,807
清仓
SNY
SANOFI SA
-$315.1K
0
-100%
增持
CME
CME GROUP INC
+$313.5K
3,654
+36%
增持
ORCL
ORACLE CORP
-$310.3K
3,037
+6%
增持
RTX
RTX CORPORATION
+$304.2K
8,592
+4%
建仓
RJDI
CARILLON SER TR
+$300.6K
11,638
清仓
HON
HONEYWELL INTL INC
-$300.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$300.4K
4,864
-28%
建仓
MPC
MARATHON PETE CORP
+$298.0K
1,679
清仓
ZTS
ZOETIS INC
-$292.6K
0
-100%
清仓
PFE
PFIZER INC
-$288.9K
0
-100%
建仓
AMKR
AMKOR TECHNOLOGY INC
+$288.6K
5,399
减持
AVGO
BROADCOM INC
-$282.4K
5,962
-11%
建仓
HLNE
HAMILTON LANE INC
+$281.2K
1,839
清仓
EOG
EOG RES INC
-$279.7K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$277.1K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$272.6K
6,278
-39%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$267.9K
0
-100%
减持
META
META PLATFORMS INC
-$260.6K
1,848
-5%
建仓
—
LINDE PLC
+$260.5K
593
减持
ABBV
ABBVIE INC
-$258.0K
6,358
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$253.6K
1,456
-31%
清仓
FISV
FISERV INC
-$249.8K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$245.8K
3,908
+72%
减持
TMUS
T-MOBILE US INC
-$244.0K
2,506
-20%
清仓
DEO
DIAGEO PLC
-$243.5K
0
-100%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$242.4K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$233.5K
2,996
-31%
清仓
IP
INTERNATIONAL PAPER CO
-$233.4K
0
-100%
增持
TJX
TJX COS INC NEW
+$232.6K
11,167
+6%
清仓
PSX
PHILLIPS 66
-$229.7K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$227.2K
3,256
+46%
清仓
INTU
INTUIT
-$227.2K
0
-100%
清仓
MGRC
MCGRATH RENTCORP
-$224.5K
0
-100%
增持
—
EXXON MOBIL CORP
+$214.6K
9,239
+3%
清仓
SRE
SEMPRA
-$214.0K
0
-100%
清仓
SAP
SAP SE
-$213.1K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$211.5K
0
-100%
清仓
HIG
HARTFORD INSURANCE GROUP INC
-$209.5K
0
-100%
清仓
EQH
EQUITABLE HLDGS INC
-$207.6K
0
-100%
清仓
DXCM
DEXCOM INC
-$207.3K
0
-100%
清仓
SO
SOUTHERN CO
-$206.3K
0
-100%
建仓
IWR
ISHARES TR
+$205.4K
2,036
增持
JNJ
JOHNSON & JOHNSON
+$203.2K
5,668
+3%
建仓
FE
FIRSTENERGY CORP
+$201.7K
4,257
建仓
HUBB
HUBBELL INC
+$200.2K
415
增持
XLK
SELECT SECTOR SPDR TR
-$187.2K
12,415
+81%
增持
—
MEDTRONIC PLC
+$180.2K
11,090
+17%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$170.6K
3,114
+36%
增持
PM
PHILIP MORRIS INTL INC
+$170.3K
4,458
+18%
减持
BLK
BLACKROCK INC
-$168.5K
525
-19%
增持
AMD
ADVANCED MICRO DEVICES INC
+$166.0K
2,930
+5%
清仓
—
AMCOR PLC
-$164.2K
0
-100%
建仓
—
DOLE PLC
+$159.7K
10,571
减持
VZ
VERIZON COMMUNICATIONS INC
-$152.1K
11,648
-21%
减持
CRM
SALESFORCE INC
-$149.5K
2,450
-13%
减持
BDX
BECTON DICKINSON & CO
-$147.2K
1,373
-39%
减持
BRO
BROWN & BROWN INC
-$147.0K
3,342
-23%
减持
AMT
AMERICAN TOWER CORP NEW
-$146.2K
1,320
-36%
增持
IEFA
ISHARES TR
+$144.7K
6,701
+26%
减持
EQIX
EQUINIX INC
-$141.6K
386
-32%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$136.6K
21,710
+4%
增持
ADI
ANALOG DEVICES INC
+$136.5K
2,147
+0%
增持
WFC
WELLS FARGO CO NEW
+$134.9K
10,481
+10%
清仓
PR
PERMIAN RESOURCES CORP
-$131.1K
0
-100%
增持
HD
HOME DEPOT INC
+$121.5K
4,052
+10%
增持
WELL
WELLTOWER INC
+$118.0K
2,007
+37%
减持
—
EATON CORP PLC
-$117.2K
1,567
-8%
增持
KO
COCA COLA CO
+$116.3K
13,720
+4%
增持
AXP
AMERICAN EXPRESS CO
+$115.7K
1,774
+13%
减持
GLW
CORNING INC
-$109.3K
6,687
-22%
增持
XLP
SELECT SECTOR SPDR TR
+$107.1K
10,599
+7%
减持
MA
MASTERCARD INCORPORATED
-$102.1K
999
-8%
减持
MKSI
MKS INC.
+$97.5K
1,584
-12%
减持
T
AT&T INC
-$95.7K
20,216
-8%
增持
BIL
SPDR SERIES TRUST
+$92.7K
5,670
+22%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$90.6K
4,059
+5%
减持
MAA
MID-AMER APT CMNTYS INC
-$89.7K
1,920
-25%
减持
—
ASML HOLDING N V
+$85.9K
324
-5%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$80.4K
1,349
-8%
增持
IQV
IQVIA HLDGS INC
+$79.2K
1,592
+7%
减持
CAT
CATERPILLAR INC
+$78.5K
923
-12%
增持
UNP
UNION PAC CORP
+$77.9K
2,459
+20%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$76.7K
10,290
+2%
减持
EMR
EMERSON ELEC CO
-$76.5K
2,018
-28%
增持
GEV
GE VERNOVA INC
+$72.9K
708
+7%
减持
ARKK
ARK ETF TR
-$71.4K
6,164
-0%
减持
CVX
CHEVRON CORP NEW
+$68.4K
6,509
-1%
增持
AGG
ISHARES TR
+$68.0K
13,525
+5%
减持
LLY
ELI LILLY & CO
+$67.0K
316
-2%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$66.9K
16,687
-1%
减持
AMGN
AMGEN INC
+$66.6K
3,117
-9%
减持
AAPL
APPLE INC
-$65.6K
5,935
-1%
减持
GS
GOLDMAN SACHS GROUP INC
+$62.8K
1,228
-12%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$62.2K
8,524
-22%
减持
KMI
KINDER MORGAN INC DEL
-$62.0K
14,973
-15%
增持
PGR
PROGRESSIVE CORP
-$59.3K
1,916
+3%
减持
RMD
RESMED INC
-$57.5K
1,101
-10%
增持
WSO
WATSCO INC
+$57.5K
924
+27%
增持
BTI
BRITISH AMERN TOB PLC
+$56.9K
8,560
+0%
增持
—
ROYALTY PHARMA PLC
+$55.8K
13,113
+2%
减持
WMB
WILLIAMS COS INC
-$54.4K
24,957
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$52.7K
2,502
-1%
增持
SPGI
S&P GLOBAL INC
+$52.2K
735
+4%
减持
RSG
REPUBLIC SVCS INC
-$52.0K
2,413
-5%
减持
NVDA
NVIDIA CORPORATION
-$51.5K
1,987
-11%
增持
MS
MORGAN STANLEY
+$50.4K
1,960
+0%
减持
—
STERIS PLC
+$49.3K
3,161
-2%
增持
APD
AIR PRODS & CHEMS INC
+$47.5K
1,435
+18%
减持
MU
MICRON TECHNOLOGY INC
-$47.2K
691
-58%
减持
TSLA
TESLA INC
-$46.0K
1,945
-0%
增持
USB
US BANCORP DEL
+$44.7K
5,510
+1%
减持
IDA
IDACORP INC
-$43.0K
3,163
-9%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$43.0K
5,347
-15%
减持
TFC
TRUIST FINL CORP
+$42.2K
9,867
-1%
减持
JKHY
HENRY JACK & ASSOC INC
+$39.1K
1,579
-9%
减持
SYK
STRYKER CORPORATION
-$37.8K
691
-12%
减持
XLC
SELECT SECTOR SPDR TR
-$37.1K
10,864
-1%
减持
SAN
BANCO SANTANDER SA
+$36.7K
18,734
-1%
减持
XEL
XCEL ENERGY INC
-$36.5K
2,931
-9%
增持
IEUR
ISHARES TR
+$36.4K
4,628
+6%
增持
PEP
PEPSICO INC
+$34.2K
3,177
+3%
增持
—
NXP SEMICONDUCTORS N V
+$33.5K
1,696
+8%
减持
DE
DEERE & CO
+$33.0K
495
-1%
减持
DRI
DARDEN RESTAURANTS INC
-$32.5K
1,084
-19%
增持
—
CHUBB LIMITED
+$32.5K
1,737
+2%
减持
RY
ROYAL BK CDA
+$31.2K
2,379
-5%
减持
—
AXIS CAP HLDGS LTD
+$30.7K
3,735
-0%
