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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 40
增持 43
减持 49
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$3.1M
444
-91%
建仓
SGOV
ISHARES TR
+$1.5M
15,296
增持
IEUR
ISHARES TR
+$1.3M
22,027
+376%
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
—
ASTRAZENECA PLC
+$1.0M
5,611
清仓
—
ASTRAZENECA PLC
-$980.4K
0
-100%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$956.1K
0
-100%
增持
AVGO
BROADCOM INC
+$945.3K
6,782
+14%
增持
TXN
TEXAS INSTRS INC
+$811.7K
4,852
+49%
增持
XLK
SELECT SECTOR SPDR TR
+$650.8K
13,696
+10%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$626.8K
3,187
-69%
减持
EEMA
ISHARES INC
-$600.6K
3,280
-67%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$543.1K
2,973
-27%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$539.3K
3,011
+110%
减持
RTX
RTX CORPORATION
-$532.7K
6,518
-24%
增持
PM
PHILIP MORRIS INTL INC
+$523.7K
7,008
+57%
减持
AMD
ADVANCED MICRO DEVICES INC
+$505.4K
2,697
-8%
建仓
FDX
FEDEX CORP
+$485.4K
1,281
减持
XLP
SELECT SECTOR SPDR TR
-$461.9K
4,941
-53%
减持
ABT
ABBOTT LABORATORIES
-$444.2K
7,960
-13%
建仓
IYT
ISHARES TR
+$435.0K
5,433
清仓
BAC
BANK AMERICA CORP
-$409.1K
0
-100%
减持
HD
HOME DEPOT INC
-$383.6K
3,773
-7%
增持
AAPL
APPLE INC
+$383.2K
6,331
+7%
建仓
PAYX
PAYCHEX INC
+$362.3K
3,859
减持
WMT
WALMART INC
-$362.1K
16,987
-20%
建仓
RELX
RELX PLC
+$358.6K
10,778
建仓
VTI
VANGUARD INDEX FDS
+$353.1K
971
建仓
OKE
ONEOK INC NEW
+$351.1K
3,999
减持
—
ACCENTURE PLC IRELAND
-$347.3K
2,865
-4%
建仓
PSA
PUBLIC STORAGE OPER CO
+$343.4K
1,102
清仓
TSCO
TRACTOR SUPPLY CO
-$342.3K
0
-100%
增持
—
LINDE PLC
+$341.7K
1,194
+101%
建仓
QCOM
QUALCOMM INC
+$340.9K
1,435
减持
META
META PLATFORMS INC
-$339.9K
1,324
-28%
减持
VOO
VANGUARD INDEX FDS
+$335.1K
9,431
-2%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$331.3K
0
-100%
建仓
SNY
SANOFI SA
+$330.9K
7,787
清仓
—
TE CONNECTIVITY PLC
-$327.8K
0
-100%
增持
EQIX
EQUINIX INC
+$327.3K
584
+51%
建仓
—
ORACLE CORP
+$324.0K
5,665
建仓
WMG
WARNER MUSIC GROUP CORP
+$317.4K
9,635
增持
AMT
AMERICAN TOWER CORP
+$316.2K
3,107
+135%
增持
CVX
CHEVRON CORPORATION
+$311.3K
7,560
+16%
建仓
—
AMCOR PLC
+$301.5K
7,499
建仓
FIX
COMFORT SYS USA INC
+$300.9K
148
建仓
CEG
CONSTELLATION ENERGY CORP
+$300.6K
1,003
建仓
PFE
PFIZER INC
+$299.3K
11,597
增持
NVDA
NVIDIA CORPORATION
+$297.1K
3,014
+52%
建仓
MGRC
MCGRATH RENTCORP
+$292.2K
2,565
清仓
—
GENPACT LIMITED
-$291.9K
0
-100%
建仓
ATO
ATMOS ENERGY CORP
+$291.4K
1,600
减持
V
VISA INC
-$281.3K
3,603
-19%
清仓
HLNE
HAMILTON LANE INC
-$281.2K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$279.1K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$278.1K
0
-100%
减持
—
TOTALENERGIES SE
+$263.3K
12,476
-3%
建仓
PH
PARKER-HANNIFIN CORP
+$253.6K
290
建仓
CMS
CMS ENERGY CORP
+$252.7K
3,453
建仓
B
BARRICK MNG CORP
+$251.2K
5,344
清仓
SYK
STRYKER CORPORATION
-$250.8K
0
-100%
建仓
LFUS
LITTELFUSE INC
+$246.0K
528
建仓
ET
ENERGY TRANSFER L P
+$240.8K
12,279
建仓
FHN
FIRST HORIZON CORPORATION
+$239.2K
9,948
建仓
AMAT
APPLIED MATLS INC
+$239.1K
539
清仓
WSM
WILLIAMS SONOMA INC
-$237.7K
0
-100%
增持
T
AT&T INC
+$234.4K
28,526
+41%
建仓
EOG
EOG RES INC
+$234.1K
1,756
清仓
LDOS
LEIDOS HOLDINGS INC
-$233.8K
0
-100%
增持
MSFT
MICROSOFT CORP
+$231.9K
8,640
+15%
建仓
PCAR
PACCAR INC
+$229.3K
2,030
建仓
—
HEWLETT PACKARD ENTERPRISE C
+$228.7K
2,778
清仓
SAN
BANCO SANTANDER SA
-$228.2K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$224.3K
0
-100%
建仓
VRSK
VERISK ANALYTICS INC
+$222.3K
1,319
建仓
ROP
ROPER TECHNOLOGIES INC
+$221.3K
673
建仓
NSC
NORFOLK SOUTHN CORP
+$218.4K
702
增持
—
MEDTRONIC PLC
-$218.1K
11,995
+8%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$217.7K
0
-100%
减持
GEV
GE VERNOVA INC
+$217.1K
643
-9%
建仓
SNPS
SYNOPSYS INC
+$214.7K
416
增持
WSO
WATSCO INC
+$214.3K
1,342
+45%
建仓
PAYC
PAYCOM SOFTWARE INC
+$214.3K
1,548
建仓
SNN
SMITH & NEPHEW PLC
+$213.5K
7,337
清仓
AES
AES CORP
-$211.8K
0
-100%
建仓
ATR
APTARGROUP INC
+$211.4K
1,762
建仓
EW
EDWARDS LIFESCIENCES CORP
+$209.5K
2,715
建仓
CALM
CAL MAINE FOODS INC
+$207.3K
2,747
清仓
IWR
ISHARES TR
-$205.4K
0
-100%
建仓
SRE
SEMPRA
+$205.1K
2,209
增持
KO
COCA COLA CO
+$204.5K
15,160
+10%
增持
UNP
UNION PAC CORP
+$203.6K
2,915
+19%
建仓
NVO
NOVO-NORDISK A S
+$200.5K
4,321
减持
—
TRANE TECHNOLOGIES PLC
-$196.1K
1,315
-37%
减持
LRCX
LAM RESEARCH CORP
-$193.6K
895
-55%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$190.5K
3,128
+34%
增持
PG
PROCTER & GAMBLE CO
+$188.0K
6,267
+29%
增持
—
STERIS PLC
-$185.5K
3,171
+0%
减持
GOOGL
ALPHABET INC
-$181.1K
4,520
-23%
减持
ADI
ANALOG DEVICES INC
-$172.9K
1,140
-47%
增持
SBUX
STARBUCKS CORP
+$171.7K
7,668
+16%
减持
UL
UNILEVER PLC
-$165.1K
9,005
-14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$156.0K
12,980
+11%
减持
CAT
CATERPILLAR INC
+$155.9K
811
-12%
增持
BTI
BRITISH AMERN TOB PLC
+$150.4K
10,661
+25%
增持
WEC
WEC ENERGY GROUP INC
+$147.9K
4,824
+33%
增持
DE
DEERE & CO
+$147.7K
696
+41%
减持
WMB
WILLIAMS COS INC
+$147.4K
23,243
-7%
减持
XLV
SELECT SECTOR SPDR TR
-$142.0K
6,865
-3%
减持
IQV
IQVIA HLDGS INC
-$136.1K
1,430
-10%
增持
ORCL
ORACLE CORP
+$135.6K
3,424
+13%
减持
MRK
MERCK & CO INC
-$128.4K
5,198
-18%
减持
MA
MASTERCARD INCORPORATED
-$120.3K
817
-18%
减持
JNJ
JOHNSON & JOHNSON
-$119.0K
5,043
-11%
增持
IGM
ISHARES TR
+$115.7K
3,393
+6%
减持
CNP
CENTERPOINT ENERGY INC
-$113.5K
5,343
-38%
增持
SHEL
SHELL PLC
+$111.9K
4,295
+24%
增持
DRI
DARDEN RESTAURANTS INC
+$111.4K
1,717
+58%
减持
MU
MICRON TECHNOLOGY INC
+$111.3K
478
-31%
减持
AMKR
AMKOR TECHNOLOGY INC
+$111.2K
5,213
-3%
减持
—
EATON CORP PLC
+$110.2K
1,527
-3%
增持
APH
AMPHENOL CORP
-$109.4K
4,329
+5%
减持
AMGN
AMGEN INC
-$106.3K
2,927
-6%
减持
SPGI
S&P GLOBAL INC
-$105.0K
678
-8%
增持
PEP
PEPSICO INC
+$104.3K
3,818
+20%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$101.8K
1,157
-14%
减持
TRP
TC ENERGY CORP
-$100.6K
3,176
-44%
减持
O
REALTY INCOME CORP
-$92.0K
3,891
-28%
增持
CRM
SALESFORCE INC
-$90.6K
2,548
+4%
减持
NGG
NATIONAL GRID PLC
-$89.6K
2,487
-34%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$84.9K
1,807
-28%
减持
MKSI
MKS INC.
+$79.4K
1,342
-15%
减持
—
NXP SEMICONDUCTORS N V
+$77.0K
1,547
-9%
增持
TJX
TJX COS INC NEW
-$76.8K
11,172
+0%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$76.6K
5,376
+11%
减持
JPM
JPMORGAN CHASE & CO
-$75.2K
7,241
-3%
减持
CSCO
CISCO SYS INC
+$74.0K
3,319
-4%
减持
AMZN
AMAZON COM INC
+$73.3K
3,111
-6%
减持
NEE
NEXTERA ENERGY INC
+$72.3K
6,955
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$69.0K
11,242
+1%
增持
AXP
AMERICAN EXPRESS CO
-$68.3K
1,824
+3%
增持
JKHY
HENRY JACK & ASSOC INC
-$67.0K
1,598
+1%
减持
FANG
DIAMONDBACK ENERGY INC
+$66.5K
2,059
-7%
增持
CME
CME GROUP INC
+$65.4K
3,840
+5%
增持
FE
FIRSTENERGY CORP
+$65.2K
5,984
+41%
减持
—
ASML HLDG NV
+$63.5K
322
-1%
增持
LLY
ELI LILLY & CO
+$63.4K
418
+32%
减持
EXPD
EXPEDITORS INTL WASH INC
-$61.3K
1,796
-14%
增持
RMD
RESMED INC
-$61.3K
1,128
+2%
减持
—
AXIS CAP HLDGS LTD
-$60.1K
3,308
-11%
增持
DKS
DICKS SPORTING GOODS INC
+$59.1K
1,893
+12%
