Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- 最新申報
- 2026/8/7
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/15 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 148
- 較 2022 年第 4 季 +43
- 總值
- $7,565 萬
- 較 2022 年第 4 季 +$1,838 萬 (+32.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 7,550 | $288.3 萬 | 3.8% | −99−1.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,267 | $222.1 萬 | 2.9% | −21−0.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,575 | $164.3 萬 | 2.2% | −26−1.0% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 9,302 | $140.4 萬 | 1.9% | +26+0.3% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,815 | $139.5 萬 | 1.8% | −21−0.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,864 | $136.2 萬 | 1.8% | +8,864 | 新進 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 23,960 | $130.2 萬 | 1.7% | +178+0.7% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,690 | $130.1 萬 | 1.7% | +33+0.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,996 | $127.9 萬 | 1.7% | +742+7.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,821 | $113.7 萬 | 1.5% | −58−1.5% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 16,423 | $111.9 萬 | 1.5% | +124+0.8% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 5,581 | $101.7 萬 | 1.3% | +192+3.6% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $100.7 萬 | 1.3% | +2 | 新進 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 33,159 | $100.7 萬 | 1.3% | −1,406−4.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 5,977 | $100.0 萬 | 1.3% | −23−0.4% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,301 | $98.3 萬 | 1.3% | −491−12.9% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,954 | $98.2 萬 | 1.3% | +2,269+29.5% | 加碼 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 13,322 | $97.9 萬 | 1.3% | +13,322 | 新進 | 歷史 |
| CCICrown Castle Inc. | REIT | 7,855 | $95.9 萬 | 1.3% | +568+7.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,284 | $89.6 萬 | 1.2% | +5,284 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,289 | $88.8 萬 | 1.2% | −597−8.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,653 | $88.5 萬 | 1.2% | +20.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 22,510 | $87.1 萬 | 1.2% | −747−3.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,031 | $83.9 萬 | 1.1% | +421+9.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 8,275 | $83.0 萬 | 1.1% | +8,275 | 新進 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 14,670 | $81.2 萬 | 1.1% | +14,670 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 18,838 | $78.4 萬 | 1.0% | +1,680+9.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,787 | $78.3 萬 | 1.0% | +145+3.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,505 | $73.7 萬 | 1.0% | +46+0.5% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,508 | $68.9 萬 | 0.9% | +63+0.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 14,493 | $68.6 萬 | 0.9% | −789−5.2% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 10,728 | $67.7 萬 | 0.9% | +10,728 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 8,781 | $67.4 萬 | 0.9% | +237+2.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,875 | $66.8 萬 | 0.9% | +206+7.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,235 | $66.5 萬 | 0.9% | +4,235 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 6,952 | $66.0 萬 | 0.9% | −460−6.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,615 | $64.4 萬 | 0.9% | +239+4.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,312 | $63.5 萬 | 0.8% | −19−0.6% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,241 | $62.6 萬 | 0.8% | +2,241 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 9,705 | $62.4 萬 | 0.8% | +1,083+12.6% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 6,790 | $61.6 萬 | 0.8% | +6,790 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,390 | $59.9 萬 | 0.8% | +5,390 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,837 | $59.0 萬 | 0.8% | +206+4.4% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,765 | $57.3 萬 | 0.8% | −87−1.5% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,864 | $56.4 萬 | 0.7% | +49+1.3% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 5,702 | $54.7 萬 | 0.7% | +3,105+119.6% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,933 | $53.5 萬 | 0.7% | −1,371−16.5% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,478 | $50.9 萬 | 0.7% | +11+0.3% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 766 | $50.8 萬 | 0.7% | +33+4.5% | 加碼 | 歷史 |
| AESAES Corp | Stock | 21,107 | $48.9 萬 | 0.6% | +21,107 | 新進 | 歷史 |
| BCEBce Inc | COM NEW | 9,843 | $47.5 萬 | 0.6% | +9,843 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 1,974 | $47.2 萬 | 0.6% | +1,974 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 6,435 | $45.3 萬 | 0.6% | +6,435 | 新進 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,523 | $45.1 萬 | 0.6% | +50+0.8% | 加碼 | – |
| RSGRepublic Services, Inc. | COM | 3,078 | $44.6 萬 | 0.6% | +98+3.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,015 | $44.6 萬 | 0.6% | +2,015 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,239 | $44.0 萬 | 0.6% | +5,239 | 新進 | 歷史 |
| WSOWatsco Inc | COM | 1,266 | $43.7 萬 | 0.6% | +35+2.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,148 | $43.1 萬 | 0.6% | −32−1.5% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,254 | $42.8 萬 | 0.6% | −6−0.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 10,859 | $42.6 萬 | 0.6% | −1,284−10.6% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,514 | $42.4 萬 | 0.6% | +2,514 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,642 | $42.2 萬 | 0.6% | +52+1.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,109 | $42.1 萬 | 0.6% | +38+3.5% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,677 | $42.0 萬 | 0.6% | −3,416−37.6% | 減碼 | – |
| CMECME Group Inc. | COM | 2,205 | $41.2 萬 | 0.5% | +7+0.3% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,323 | $40.9 萬 | 0.5% | +3,323 | 新進 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,058 | $40.2 萬 | 0.5% | +52+1.3% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,348 | $39.7 萬 | 0.5% | +96+7.7% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 11,857 | $39.3 萬 | 0.5% | +214+1.8% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 12,307 | $38.8 萬 | 0.5% | −8,445−40.7% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,156 | $38.6 萬 | 0.5% | −55−1.7% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,916 | $38.2 萬 | 0.5% | +1,916 | 新進 | 歷史 |
| PGRProgressive Corp | Stock | 2,745 | $37.3 萬 | 0.5% | −499−15.4% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,760 | $37.0 萬 | 0.5% | −61−1.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 743 | $36.7 萬 | 0.5% | +5+0.7% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 21,423 | $36.6 萬 | 0.5% | +258+1.2% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,095 | $36.5 萬 | 0.5% | −638−5.4% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 9,755 | $36.0 萬 | 0.5% | +9,755 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,794 | $35.6 萬 | 0.5% | −332−15.6% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,078 | $35.5 萬 | 0.5% | +2,078 | 新進 | 歷史 |
| TRPTC Energy Corp | COM | 8,384 | $34.9 萬 | 0.5% | +8,384 | 新進 | 歷史 |
| VICIVici Properties Inc. | COM | 10,249 | $34.6 萬 | 0.5% | −256−2.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,200 | $34.3 萬 | 0.5% | +3,200 | 新進 | 歷史 |
| IDAIdacorp Inc | COM | 3,068 | $34.3 萬 | 0.5% | +73+2.4% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 1,774 | $34.1 萬 | 0.5% | +1,774 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 818 | $33.2 萬 | 0.4% | −11−1.3% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,033 | $32.9 萬 | 0.4% | +432+16.6% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 13,614 | $31.9 萬 | 0.4% | +153+1.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,585 | $31.5 萬 | 0.4% | −321−6.5% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,903 | $30.8 萬 | 0.4% | +14+0.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,865 | $30.6 萬 | 0.4% | −80−2.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,955 | $30.2 萬 | 0.4% | +2,955 | 新進 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 1,919 | $30.1 萬 | 0.4% | +219+12.9% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 416 | $30.0 萬 | 0.4% | −6−1.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 908 | $30.0 萬 | 0.4% | +908 | 新進 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 8,103 | $29.3 萬 | 0.4% | +705+9.5% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,180 | $29.1 萬 | 0.4% | +3,180 | 新進 | – |
| APDAir Products & Chemicals, Inc. | Stock | 965 | $28.6 萬 | 0.4% | +965 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,822 | $28.2 萬 | 0.4% | −66−1.1% | 減碼 | – |
2022 年第 4 季之後清倉（8 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EOGEOG Resources Inc | Stock | 2,436 | $32.5 萬 | 0.6% | 歷史 |
| MPTMedical Properties Trust Inc | COM | 21,382 | $26.3 萬 | 0.5% | 歷史 |
| OZKBank OZK | COM | 4,654 | $22.1 萬 | 0.4% | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 1,133 | $20.8 萬 | 0.4% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 1,829 | $20.7 萬 | 0.4% | 歷史 |
| MTBM&T Bank Corp | COM | 1,266 | $20.4 萬 | 0.4% | 歷史 |
| MYDBlackRock Muniyield Fund, Inc. | COM | 10,000 | $11.0 萬 | 0.2% | 歷史 |
| MUEBlackRock Muniholdings Quality Fund II, Inc. | COM | 10,000 | $10.3 萬 | 0.2% | 歷史 |