Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- 最新申報
- 2026/8/7
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/17 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 176
- 較 2024 年第 3 季 −18
- 總值
- $1.00 億
- 較 2024 年第 3 季 −$426.1 萬 (−4.1%)
| 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 | 9,357 | $499.6 萬 | 5.0% | +615+7.0% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,199 | $359.8 萬 | 3.6% | +5,699+1,139.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,501 | $272.4 萬 | 2.7% | +28+0.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,169 | $205.7 萬 | 2.1% | −2,335−20.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,138 | $171.2 萬 | 1.7% | −90−1.2% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 27,948 | $155.2 萬 | 1.5% | −3,739−11.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,616 | $151.4 萬 | 1.5% | +152+2.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,511 | $148.8 萬 | 1.5% | +2,386+18.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,767 | $144.1 萬 | 1.4% | +117+4.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,611 | $140.8 萬 | 1.4% | −18−0.5% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 19,696 | $137.6 萬 | 1.4% | +848+4.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 28,806 | $136.3 萬 | 1.4% | +7,615+35.9% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $132.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,978 | $131.9 萬 | 1.3% | −219−3.0% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,087 | $126.9 萬 | 1.3% | +1,171+14.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 7,064 | $123.7 萬 | 1.2% | +188+2.7% | 加碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 10,438 | $121.2 萬 | 1.2% | +10,438 | 新進 | – |
| ACNAccenture plc | Stock | 3,404 | $119.1 萬 | 1.2% | +249+7.9% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 20,425 | $115.8 萬 | 1.2% | −6,810−25.0% | 減碼 | – |
| VVisa Inc. | Stock | 3,651 | $112.3 萬 | 1.1% | +7+0.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,946 | $107.3 萬 | 1.1% | −950−12.0% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,528 | $107.2 萬 | 1.1% | −1,153−20.3% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,831 | $102.5 萬 | 1.0% | −38−2.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,526 | $99.5 萬 | 1.0% | +179+5.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,217 | $98.6 萬 | 1.0% | +368+6.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,284 | $96.2 萬 | 1.0% | −1,662−20.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,550 | $95.5 萬 | 1.0% | +352+29.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,653 | $89.4 萬 | 0.9% | −305−6.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,639 | $85.8 萬 | 0.9% | −5−0.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,811 | $83.7 萬 | 0.8% | −38−1.0% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,992 | $79.3 萬 | 0.8% | −1,094−12.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,948 | $76.9 萬 | 0.8% | +12+0.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 790 | $75.5 萬 | 0.8% | +790 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 2,772 | $72.7 萬 | 0.7% | −328−10.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,810 | $72.6 萬 | 0.7% | +193+2.9% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,278 | $72.4 萬 | 0.7% | −84−2.5% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 5,842 | $70.1 萬 | 0.7% | +1,507+34.8% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 7,245 | $69.4 萬 | 0.7% | +291+4.2% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,169 | $69.1 萬 | 0.7% | +117+3.8% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 6,553 | $66.2 萬 | 0.7% | +100+1.5% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 8,664 | $66.1 萬 | 0.7% | +1,285+17.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,013 | $66.0 萬 | 0.7% | +186+6.6% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 11,773 | $65.7 萬 | 0.7% | +42+0.4% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 725 | $65.2 萬 | 0.7% | +112+18.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,020 | $64.2 萬 | 0.6% | +134+7.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,674 | $63.1 萬 | 0.6% | +62+3.8% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 21,990 | $61.9 萬 | 0.6% | −64−0.3% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,971 | $61.9 萬 | 0.6% | −157−5.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,797 | $61.4 萬 | 0.6% | −3−0.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 16,775 | $61.0 萬 | 0.6% | −2,849−14.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 649 | $60.8 萬 | 0.6% | +2+0.3% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 5,597 | $59.3 萬 | 0.6% | +267+5.0% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,855 | $58.9 萬 | 0.6% | +36+1.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,818 | $56.4 萬 | 0.6% | −465−8.8% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,799 | $55.9 萬 | 0.6% | −257−2.1% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,642 | $55.8 萬 | 0.6% | −16−0.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 2,317 | $54.6 萬 | 0.5% | +22+1.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,857 | $52.9 萬 | 0.5% | −25−0.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,928 | $52.7 萬 | 0.5% | −1,342−8.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,036 | $52.3 萬 | 0.5% | −23−2.2% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 2,519 | $51.8 萬 | 0.5% | +7+0.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,592 | $51.2 萬 | 0.5% | −791−18.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 2,217 | $50.8 萬 | 0.5% | +305+16.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,618 | $50.5 萬 | 0.5% | −193−6.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 3,491 | $49.6 萬 | 0.5% | −1,515−30.3% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,970 | $49.5 萬 | 0.5% | +193+2.2% | 加碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 22,266 | $49.2 萬 | 0.5% | +6,722+43.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,235 | $48.7 萬 | 0.5% | +829+24.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,251 | $47.8 萬 | 0.5% | −41−1.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,156 | $47.6 萬 | 0.5% | +1,739+50.9% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 8,516 | $46.5 萬 | 0.5% | +1,021+13.6% | 加碼依 5 比 1 拆股換算 | 歷史 |
| MDTMedtronic plc | Stock | 5,737 | $46.3 萬 | 0.5% | −1,248−17.9% | 減碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 7,490 | $42.5 萬 | 0.4% | −1,098−12.8% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,036 | $42.1 萬 | 0.4% | +763+14.5% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 2,672 | $41.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 3,280 | $40.5 萬 | 0.4% | −586−15.2% | 減碼 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 5,645 | $40.5 萬 | 0.4% | +349+6.6% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,430 | $40.5 萬 | 0.4% | +6+0.1% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,391 | $39.6 萬 | 0.4% | +34+0.5% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 3,750 | $38.8 萬 | 0.4% | −469−11.1% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,423 | $38.5 萬 | 0.4% | −8−0.6% | 減碼 | 歷史 |
| EWBCEast West Bancorp Inc | COM | 4,085 | $38.2 萬 | 0.4% | −58−1.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,696 | $38.2 萬 | 0.4% | −1−0.1% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 4,064 | $38.0 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 4,171 | $37.5 萬 | 0.4% | −511−10.9% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 1,852 | $37.1 萬 | 0.4% | +47+2.6% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,440 | $37.1 萬 | 0.4% | +58+4.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,577 | $36.8 萬 | 0.4% | +581+58.3% | 加碼 | 歷史 |
| IDAIdacorp Inc | COM | 3,455 | $36.8 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,956 | $36.2 萬 | 0.4% | +1,000+33.8% | 加碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 6,253 | $35.9 萬 | 0.4% | 00.0% | 不變 | – |
| GLWCorning Inc | COM | 7,611 | $35.9 萬 | 0.4% | −1,658−17.9% | 減碼 | 歷史 |
| KRKroger Co | Stock | 6,060 | $35.8 萬 | 0.4% | −14−0.2% | 減碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 1,869 | $35.7 萬 | 0.4% | +41+2.2% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 11,079 | $35.6 萬 | 0.4% | −26−0.2% | 減碼 | 歷史 |
| VICIVici Properties Inc. | COM | 12,599 | $35.5 萬 | 0.4% | −622−4.7% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 1,401 | $35.2 萬 | 0.4% | −225−13.8% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,522 | $35.0 萬 | 0.3% | +29+0.8% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,810 | $35.0 萬 | 0.3% | −132−4.5% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,191 | $34.2 萬 | 0.3% | +9+0.8% | 加碼 | 歷史 |
2024 年第 3 季之後清倉（25 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 3,584 | $48.7 萬 | 0.5% | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,857 | $42.3 萬 | 0.4% | 歷史 |
| PFEPfizer Inc | Stock | 12,692 | $37.7 萬 | 0.4% | 歷史 |
| SNYSanofi | SPONSORED ADR | 6,133 | $33.4 萬 | 0.3% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,944 | $32.4 萬 | 0.3% | – |
| IPGInterpublic Group of Companies, Inc. | COM | 9,822 | $31.4 萬 | 0.3% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,796 | $30.8 萬 | 0.3% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,194 | $27.8 萬 | 0.3% | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 1,329 | $27.0 萬 | 0.3% | 歷史 |
| BPBP PLC | ADR | 8,705 | $26.9 萬 | 0.3% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,022 | $25.4 萬 | 0.2% | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 8,733 | $24.6 萬 | 0.2% | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 3,552 | $24.2 萬 | 0.2% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 1,402 | $23.6 萬 | 0.2% | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,462 | $22.6 萬 | 0.2% | 歷史 |
| SOSouthern Co | Stock | 2,416 | $22.3 萬 | 0.2% | 歷史 |
| ETREntergy Corp | COM | 1,631 | $21.9 萬 | 0.2% | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 4,019 | $21.8 萬 | 0.2% | 歷史 |
| PRMWPrimo Water Corp | COM | 7,946 | $21.4 萬 | 0.2% | 歷史 |
| INGRIngredion Inc | COM | 1,544 | $20.9 萬 | 0.2% | 歷史 |
| PSAPublic Storage | COM | 594 | $20.6 萬 | 0.2% | 歷史 |
| NVTnVent Electric plc | SHS | 2,742 | $20.4 萬 | 0.2% | 歷史 |
| DOXAmdocs Ltd | SHS | 2,272 | $20.4 萬 | 0.2% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,688 | $20.2 萬 | 0.2% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 10,705 | $11.8 萬 | 0.1% | 歷史 |