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Phillips Wealth Planners LLC · 13F 持仓分析
期权收益计算器 机构排行

Phillips Wealth Planners LLC

No.8468 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.36亿
环比变动 Q1 2026
+$285.4万+2.1%
持仓股票数
217
新买入
18
加仓
87
减仓
104
清仓
11
持股不变
8
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
4.6%4.82%$624.0万9,082股$640.9万9,431股-349股-3.70%减仓
微软MSFT
2.6%2.68%$352.4万9,063股$356.5万8,640股+423股+4.90%加仓
博通AVGO
1.86%2.19%$252.4万6,806股$290.6万6,782股+24股+0.35%加仓
摩根大通JPM
1.81%1.63%$246.1万7,254股$217.2万7,241股+13股+0.18%加仓
SSPDR行业精选信托XLK
1.81%1.83%$245.1万1.4万股$243.6万1.4万股-17股-0.12%减仓
IiShares安硕信托IEUR
1.6%1.24%$217.0万2.9万股$165.0万2.2万股+6,692股+30.38%加仓
苹果AAPL
1.48%1.39%$201.1万6,474股$185.3万6,331股+143股+2.26%加仓
艾伯维ABBV
1.42%1.03%$192.9万7,574股$136.3万6,722股+852股+12.67%加仓
SSPDR行业精选信托XLF
1.41%1.26%$190.8万3.4万股$168.0万3.3万股+1,216股+3.71%加仓
沃尔玛WMT
1.4%1.63%$189.8万1.7万股$216.7万1.7万股+32股+0.19%加仓
V先锋领航国际股票指数基金VEU
1.3%1.3%$176.9万2.1万股$172.2万2.1万股+629股+3.04%加仓
威廉姆斯WMB
1.29%1.3%$175.4万2.3万股$172.4万2.3万股+114股+0.49%加仓
TJXTJX
1.25%1.25%$170.2万1.1万股$166.4万1.1万股-131股-1.17%减仓
谷歌AGOOGL
1.24%1.32%$168.5万4,591股$175.7万4,520股+71股+1.57%加仓
伯克希尔哈撒韦BRK.A
1.11%1.09%$151.2万2股$144.2万2股00.00%持仓不变
强生JNJ
1.11%0.84%$150.6万5,636股$111.7万5,043股+593股+11.76%加仓
雪佛龙CVX
1.06%1.05%$144.1万8,284股$139.7万7,560股+724股+9.58%加仓
PPNC FINL SVCS COMVXF
1.03%0.96%$140.3万5,522股$127.5万5,940股-418股-7.04%减仓
AMD超威AMD
1.03%0.93%$139.8万2,708股$123.7万2,697股+11股+0.41%加仓
PHILIP MORRIS INTLPM
1.02%0.96%$138.3万7,364股$127.6万7,008股+356股+5.08%加仓
IiShares安硕信托SGOV
1.01%1.16%$137.0万1.4万股$153.7万1.5万股-1,656股-10.83%减仓
德州仪器TXN
0.99%1.09%$134.5万4,585股$144.5万4,852股-267股-5.50%减仓
家得宝HD
0.97%0.88%$131.3万3,804股$117.5万3,773股+31股+0.82%加仓
杜克能源DUK
0.97%1.06%$131.0万1.0万股$140.4万1.1万股-1,023股-9.10%减仓
麦当劳MCD
0.95%0.92%$129.2万4,578股$122.3万4,453股+125股+2.81%加仓
IiShares安硕信托AGG
0.95%1%$128.8万1.3万股$133.2万1.3万股-346股-2.57%减仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.91%0.74%$123.6万7,518股$98.2万6,865股+653股+9.51%加仓
可口可乐KO
0.9%0.9%$121.9万1.5万股$119.2万1.5万股-652股-4.30%减仓
VisaV
0.86%0.88%$116.6万3,311股$116.7万3,603股-292股-8.10%减仓
高盛GS
0.83%0.9%$113.1万1,084股$120.2万1,272股-188股-14.78%减仓
阿斯利康AZN
0.8%0.77%$108.2万5,605股$102.0万5,611股-6股-0.11%减仓
AMGEN COMAMGN
0.78%0.73%$105.6万2,870股$96.5万2,927股-57股-1.95%减仓
芝加哥商品交易所CME
0.78%0.82%$105.3万4,375股$108.5万3,840股+535股+13.93%加仓
宝洁PG
0.78%0.68%$105.3万6,892股$89.8万6,267股+625股+9.97%加仓
美敦力MDT
0.76%0.67%$102.6万1.2万股$89.4万1.2万股+241股+2.01%加仓
Meta平台META
0.73%0.6%$99.4万1,615股$79.3万1,324股+291股+21.98%加仓
IiShares安硕·COREIJR
0.71%0.71%$96.8万6,660股$93.7万6,824股-164股-2.40%减仓
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE
0.71%0.85%$96.7万1.2万股$113.1万1.2万股-74股-0.59%减仓
英伟达NVDA
0.71%0.5%$96.6万4,903股$66.1万3,014股+1,889股+62.67%加仓
SSPDR行业精选信托XLY
0.7%0.95%$94.6万8,525股$126.8万1.1万股-2,447股-22.30%减仓
WELLS FARGO NEWWFC
0.68%0.7%$92.5万1.1万股$93.5万1.3万股-2,096股-16.50%减仓
IIBMIBM
0.67%0.5%$90.6万2,960股$66.5万2,973股-13股-0.44%减仓
联合太平洋铁路UNP
0.67%0.58%$90.3万3,190股$76.8万2,915股+275股+9.43%加仓
星巴克SBUX
0.64%0.61%$86.5万8,345股$81.1万7,668股+677股+8.83%加仓
默沙东MRK
0.63%0.44%$86.1万6,685股$57.8万5,198股+1,487股+28.61%加仓
空气化工APD
0.6%0.69%$81.4万2,667股$91.7万3,011股-344股-11.42%减仓
雅培ABT
0.59%0.49%$80.5万8,398股$65.7万7,960股+438股+5.50%加仓
亚马逊AMZN
0.59%0.63%$79.4万3,229股$83.7万3,111股+118股+3.79%加仓
台积电TSM
0.58%0.55%$79.3万1,833股$73.1万1,807股+26股+1.44%加仓
特斯拉TSLA
0.58%0.65%$78.6万1,950股$86.5万1,943股+7股+0.36%加仓

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