Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- 最新申報
- 2026/8/7
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/26 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 148
- 較 2023 年第 1 季 0
- 總值
- $7,626 萬
- 較 2023 年第 1 季 +$61.2 萬 (+0.8%)
| 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 | 7,507 | $305.7 萬 | 4.0% | −43−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,599 | $224.7 萬 | 2.9% | −668−9.2% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,733 | $150.3 萬 | 2.0% | −842−32.7% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 11,095 | $147.3 萬 | 1.9% | +1,405+14.5% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 25,902 | $140.9 萬 | 1.8% | +1,942+8.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,867 | $136.8 萬 | 1.8% | −1,435−15.4% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 11,049 | $127.5 萬 | 1.7% | +53+0.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,169 | $123.5 萬 | 1.6% | +305+3.4% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 17,183 | $119.8 萬 | 1.6% | +760+4.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,457 | $118.1 萬 | 1.5% | −358−12.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,886 | $116.0 萬 | 1.5% | +65+1.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,385 | $107.4 萬 | 1.4% | +1,096+17.4% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 32,858 | $107.2 萬 | 1.4% | −301−0.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 6,776 | $106.6 萬 | 1.4% | +799+13.4% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $103.6 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 5,241 | $101.7 萬 | 1.3% | −43−0.8% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,659 | $101.4 萬 | 1.3% | +78+1.4% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 9,992 | $97.9 萬 | 1.3% | +38+0.4% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,073 | $95.5 萬 | 1.3% | −228−6.9% | 減碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 13,223 | $94.6 萬 | 1.2% | −99−0.7% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,106 | $91.9 萬 | 1.2% | +75+1.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,350 | $81.2 萬 | 1.1% | −303−5.4% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 10,715 | $79.5 萬 | 1.0% | +1,210+12.7% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 21,331 | $79.3 萬 | 1.0% | −1,179−5.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 19,051 | $79.2 萬 | 1.0% | +213+1.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,009 | $75.7 萬 | 1.0% | +1,172+24.2% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 6,580 | $75.0 萬 | 1.0% | −1,275−16.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 8,493 | $74.8 萬 | 1.0% | +1,703+25.1% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 14,339 | $74.7 萬 | 1.0% | −331−2.3% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 2,360 | $72.8 萬 | 1.0% | +119+5.3% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,019 | $72.5 萬 | 1.0% | −474−3.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,029 | $71.9 萬 | 0.9% | +154+5.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,240 | $70.2 萬 | 0.9% | −547−11.4% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 10,348 | $67.3 萬 | 0.9% | −1,160−10.1% | 減碼 | – |
| NEENextera Energy Inc | Stock | 9,051 | $67.2 萬 | 0.9% | +270+3.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,008 | $65.5 萬 | 0.9% | +618+11.5% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 918 | $63.4 萬 | 0.8% | +152+19.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,318 | $63.3 萬 | 0.8% | −1,634−23.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,361 | $62.4 萬 | 0.8% | +656+6.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,731 | $61.5 萬 | 0.8% | +116+2.1% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,098 | $60.1 萬 | 0.8% | +1,182+61.7% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,337 | $59.9 萬 | 0.8% | +473+12.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,247 | $59.1 萬 | 0.8% | +2,993+47.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 2,845 | $59.0 萬 | 0.8% | +697+32.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,092 | $57.3 萬 | 0.8% | −220−6.6% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,355 | $57.0 萬 | 0.7% | −123−3.5% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 5,782 | $56.4 萬 | 0.7% | +17+0.3% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 6,253 | $55.2 萬 | 0.7% | +551+9.7% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 8,075 | $52.8 萬 | 0.7% | +1,552+23.8% | 加碼 | – |
| WSOWatsco Inc | COM | 1,325 | $50.6 萬 | 0.7% | +59+4.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,906 | $49.9 萬 | 0.7% | +3+0.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,246 | $49.9 萬 | 0.7% | +272+13.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,441 | $49.1 萬 | 0.6% | −73−2.9% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 3,173 | $48.6 萬 | 0.6% | +95+3.1% | 加碼 | 歷史 |
| BCEBce Inc | COM NEW | 10,251 | $46.7 萬 | 0.6% | +408+4.1% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,397 | $46.7 萬 | 0.6% | +1,186+97.9% | 加碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,330 | $46.7 萬 | 0.6% | +7+0.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,854 | $45.9 萬 | 0.6% | +212+5.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,488 | $45.3 萬 | 0.6% | −751−14.3% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 6,439 | $44.9 萬 | 0.6% | +4+0.1% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,043 | $44.9 萬 | 0.6% | +28+1.4% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,101 | $43.3 萬 | 0.6% | −8−0.7% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,719 | $42.5 萬 | 0.6% | +42+0.7% | 加碼 | – |
| STESTERIS plc | SHS USD | 1,887 | $42.5 萬 | 0.6% | +113+6.4% | 加碼 | 歷史 |
| AESAES Corp | Stock | 20,394 | $42.3 萬 | 0.6% | −713−3.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 11,226 | $41.2 萬 | 0.5% | +367+3.4% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 4,495 | $40.3 萬 | 0.5% | +437+10.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 747 | $40.2 萬 | 0.5% | +4+0.5% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 11,437 | $40.1 萬 | 0.5% | −420−3.5% | 減碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,348 | $39.7 萬 | 0.5% | +270+13.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,039 | $39.6 萬 | 0.5% | +84+2.8% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 1,348 | $39.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 3,204 | $39.3 萬 | 0.5% | +48+1.5% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,376 | $39.2 萬 | 0.5% | −1,557−22.5% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 14,473 | $38.0 萬 | 0.5% | +859+6.3% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,868 | $38.0 萬 | 0.5% | +123+4.5% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,913 | $37.8 萬 | 0.5% | +153+4.1% | 加碼 | – |
| KMIKinder Morgan, Inc. | Stock | 21,661 | $37.3 萬 | 0.5% | +238+1.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 12,249 | $37.2 萬 | 0.5% | −58−0.5% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,243 | $37.1 萬 | 0.5% | +148+1.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,055 | $36.6 萬 | 0.5% | −145−4.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,763 | $36.1 萬 | 0.5% | −31−1.7% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 761 | $35.7 萬 | 0.5% | −57−7.0% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,080 | $34.8 萬 | 0.5% | +47+1.5% | 加碼 | 歷史 |
| TRPTC Energy Corp | COM | 8,438 | $34.1 萬 | 0.4% | +54+0.6% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 8,812 | $34.0 萬 | 0.4% | +709+8.7% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 1,822 | $33.8 萬 | 0.4% | −383−17.4% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 2,258 | $33.3 萬 | 0.4% | +339+17.7% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 408 | $32.0 萬 | 0.4% | −8−1.9% | 減碼 | 歷史 |
| IDAIdacorp Inc | COM | 3,110 | $31.9 萬 | 0.4% | +42+1.4% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 10,014 | $31.5 萬 | 0.4% | −235−2.3% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,888 | $30.6 萬 | 0.4% | +23+0.8% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,018 | $30.5 萬 | 0.4% | +53+5.5% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 6,641 | $29.3 萬 | 0.4% | +139+2.1% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,327 | $29.2 萬 | 0.4% | −258−5.6% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,847 | $28.8 萬 | 0.4% | +25+0.4% | 加碼 | – |
| SNASnap-on Inc | COM | 986 | $28.4 萬 | 0.4% | +51+5.5% | 加碼 | 歷史 |
| EGPEastgroup Properties Inc | COM | 1,627 | $28.2 萬 | 0.4% | +20+1.2% | 加碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 7,792 | $28.1 萬 | 0.4% | +234+3.1% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,390 | $27.7 萬 | 0.4% | +720+19.6% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（10 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| RTXRTX Corp | Stock | 8,275 | $83.0 萬 | 1.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 10,728 | $67.7 萬 | 0.9% | 歷史 |
| TGTTarget Corp | Stock | 4,235 | $66.5 萬 | 0.9% | 歷史 |
| PINCPremier, Inc. | CL A | 8,000 | $26.7 萬 | 0.4% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,789 | $22.7 萬 | 0.3% | 歷史 |
| SLBSLB Limited | Stock | 4,500 | $22.1 萬 | 0.3% | 歷史 |
| DGDollar General Corp | COM | 982 | $21.6 萬 | 0.3% | 歷史 |
| GLPIGaming & Leisure Properties, Inc. | COM | 3,966 | $20.6 萬 | 0.3% | 歷史 |
| KRKroger Co | Stock | 4,093 | $20.2 萬 | 0.3% | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 3,512 | $20.0 萬 | 0.3% | 歷史 |