Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- 最新申報
- 2026/8/7
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/23 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 173
- 較 2024 年第 4 季 −3
- 總值
- $9,464 萬
- 較 2024 年第 4 季 −$550.1 萬 (−5.5%)
| 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 | 8,586 | $421.2 萬 | 4.5% | −771−8.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,673 | $259.2 萬 | 2.7% | +172+2.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,285 | $172.1 萬 | 1.8% | +147+2.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,844 | $170.5 萬 | 1.8% | +77+2.8% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $156.8 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,773 | $154.2 萬 | 1.6% | +1,157+17.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 8,251 | $150.1 萬 | 1.6% | −918−10.0% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 20,565 | $144.2 萬 | 1.5% | +869+4.4% | 加碼 | – |
| WMBWilliams Companies, Inc. | COM | 24,794 | $139.8 萬 | 1.5% | −3,154−11.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,543 | $132.0 萬 | 1.4% | +479+6.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,641 | $132.0 萬 | 1.4% | +554+6.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,311 | $129.2 萬 | 1.4% | −2,200−14.2% | 減碼 | – |
| VVisa Inc. | Stock | 3,670 | $122.4 萬 | 1.3% | +19+0.5% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 20,618 | $120.8 萬 | 1.3% | +193+0.9% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 10,063 | $119.7 萬 | 1.3% | +4,466+79.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,859 | $119.6 萬 | 1.3% | +333+9.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,175 | $112.4 萬 | 1.2% | −436−12.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,682 | $111.3 萬 | 1.2% | +2,840+48.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,556 | $109.4 萬 | 1.2% | +339+5.5% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 3,619 | $102.9 萬 | 1.1% | +215+6.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 22,045 | $102.9 萬 | 1.1% | −6,761−23.5% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,009 | $100.5 萬 | 1.1% | +3,764+52.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 5,038 | $99.8 萬 | 1.1% | +510+11.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,619 | $96.7 萬 | 1.0% | −20−0.3% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 7,477 | $95.9 萬 | 1.0% | +3,242+76.6% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,238 | $95.8 萬 | 1.0% | +292+4.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,215 | $94.5 萬 | 1.0% | −763−10.9% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,009 | $94.4 萬 | 1.0% | +198+5.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,668 | $90.7 萬 | 1.0% | +118+7.6% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,059 | $87.5 萬 | 0.9% | +287+10.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,446 | $87.1 萬 | 0.9% | +1,636+24.0% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,346 | $86.6 萬 | 0.9% | +704+26.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,558 | $77.0 萬 | 0.8% | −273−14.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,853 | $76.3 萬 | 0.8% | +200+4.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,657 | $76.1 萬 | 0.8% | +6,940+186.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,818 | $74.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 5,436 | $73.7 萬 | 0.8% | −848−13.5% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,857 | $73.7 萬 | 0.8% | +1,366+39.1% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 6,653 | $71.1 萬 | 0.8% | +100+1.5% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,811 | $68.6 萬 | 0.7% | −44−1.5% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,675 | $68.2 萬 | 0.7% | +655+32.4% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 12,114 | $68.1 萬 | 0.7% | +4,624+61.7% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 20,106 | $67.8 萬 | 0.7% | +3,331+19.9% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,539 | $67.1 萬 | 0.7% | +261+8.0% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 8,237 | $66.2 萬 | 0.7% | −427−4.9% | 減碼 | – |
| STESTERIS plc | SHS USD | 2,898 | $64.1 萬 | 0.7% | +379+15.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 719 | $63.2 萬 | 0.7% | −71−9.0% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 1,816 | $62.8 萬 | 0.7% | +142+8.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 633 | $61.0 萬 | 0.6% | −16−2.5% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 7,323 | $60.7 萬 | 0.6% | +1,586+27.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 13,766 | $60.2 萬 | 0.6% | −162−1.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,115 | $58.7 萬 | 0.6% | +318+17.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,045 | $56.3 萬 | 0.6% | +32+1.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,859 | $55.1 萬 | 0.6% | −914−7.8% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 707 | $54.9 萬 | 0.6% | −18−2.5% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 2,092 | $54.7 萬 | 0.6% | −125−5.6% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,050 | $54.0 萬 | 0.6% | +4,388+119.8% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 20,337 | $53.8 萬 | 0.6% | −1,653−7.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,055 | $53.8 萬 | 0.6% | +19+1.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,114 | $52.2 萬 | 0.6% | +958+18.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,920 | $52.1 萬 | 0.6% | +63+0.8% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,398 | $52.0 萬 | 0.5% | −572−6.4% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 5,808 | $50.6 萬 | 0.5% | +5,808 | 新進 | – |
| SNYSanofi | SPONSORED ADR | 9,550 | $49.2 萬 | 0.5% | +9,550 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,936 | $48.8 萬 | 0.5% | −12−0.6% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,767 | $48.7 萬 | 0.5% | −550−23.7% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,702 | $48.2 萬 | 0.5% | +262+18.2% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,606 | $48.1 萬 | 0.5% | −12−0.5% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 2,349 | $47.4 萬 | 0.5% | +772+49.0% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,958 | $45.3 萬 | 0.5% | +159+1.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,042 | $44.6 萬 | 0.5% | +346+20.4% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 4,024 | $43.0 萬 | 0.5% | −40−1.0% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 8,307 | $42.9 萬 | 0.5% | −209−2.5% | 減碼 | 歷史 |
| KRKroger Co | Stock | 6,126 | $41.8 萬 | 0.4% | +66+1.1% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,656 | $41.7 萬 | 0.4% | −315−10.6% | 減碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,938 | $41.3 萬 | 0.4% | +1,938 | 新進 | 歷史 |
| IDAIdacorp Inc | COM | 3,449 | $40.5 萬 | 0.4% | −6−0.2% | 減碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,311 | $40.3 萬 | 0.4% | −119−2.7% | 減碼 | – |
| CBOECboe Global Markets, Inc. | COM | 1,867 | $40.2 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| VICIVici Properties Inc. | COM | 12,896 | $40.0 萬 | 0.4% | +297+2.4% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 1,922 | $40.0 萬 | 0.4% | +70+3.8% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,853 | $39.9 萬 | 0.4% | +43+1.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,318 | $39.5 萬 | 0.4% | +127+10.7% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,366 | $39.4 萬 | 0.4% | −670−11.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,699 | $36.4 萬 | 0.4% | +308+4.8% | 加碼 | – |
| RJFRaymond James Financial Inc | COM | 2,681 | $36.3 萬 | 0.4% | +9+0.3% | 加碼 | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 3,802 | $35.3 萬 | 0.4% | −24−0.6% | 減碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 11,051 | $35.3 萬 | 0.4% | +11,051 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 1,404 | $35.3 萬 | 0.4% | +464+49.4% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,381 | $35.2 萬 | 0.4% | +2,236+71.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,372 | $34.9 萬 | 0.4% | −799−19.2% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 1,344 | $34.8 萬 | 0.4% | −57−4.1% | 減碼 | 歷史 |
| WSOWatsco Inc | COM | 680 | $34.6 萬 | 0.4% | +2+0.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,377 | $34.3 萬 | 0.4% | −1,215−33.8% | 減碼 | 歷史 |
| CNPCenterpoint Energy Inc | COM | 9,208 | $33.7 萬 | 0.4% | +188+2.1% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 5,075 | $33.6 萬 | 0.4% | −16−0.3% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 640 | $33.5 萬 | 0.4% | −9−1.4% | 減碼 | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 5,576 | $33.4 萬 | 0.4% | −62−1.1% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,662 | $33.0 萬 | 0.3% | −63−1.7% | 減碼 | – |
| SNASnap-on Inc | COM | 976 | $32.8 萬 | 0.3% | −11−1.1% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（21 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total World Stock ETF922042742 | ETF | 10,438 | $121.2 萬 | 1.2% | – |
| PLDPrologis, Inc. | REIT | 3,750 | $38.8 萬 | 0.4% | 歷史 |
| FDXFedEx Corp | Stock | 1,423 | $38.5 萬 | 0.4% | 歷史 |
| GLWCorning Inc | COM | 7,611 | $35.9 萬 | 0.4% | 歷史 |
| iShares Tr464288794 | US BR DEL SE ETF | 2,401 | $33.9 萬 | 0.3% | – |
| EMNEastman Chemical Co | Stock | 3,648 | $31.8 萬 | 0.3% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,548 | $30.5 萬 | 0.3% | 歷史 |
| TELTE Connectivity plc | Stock | 1,820 | $25.6 萬 | 0.3% | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,147 | $25.4 萬 | 0.3% | 歷史 |
| BBYBest Buy Co Inc | Stock | 3,022 | $25.2 萬 | 0.3% | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 3,265 | $24.7 萬 | 0.2% | – |
| JEFJefferies Financial Group Inc. | COM | 3,284 | $23.5 萬 | 0.2% | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,316 | $23.0 萬 | 0.2% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,023 | $22.9 萬 | 0.2% | – |
| PKGPackaging Corp of America | Stock | 997 | $22.7 萬 | 0.2% | 歷史 |
| GOLFAcushnet Holdings Corp. | COM | 3,113 | $22.2 萬 | 0.2% | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,655 | $21.9 萬 | 0.2% | 歷史 |
| EXEExpand Energy Corp | COM | 2,093 | $21.4 萬 | 0.2% | 歷史 |
| KLACKLA Corp | COM NEW | 312 | $21.3 萬 | 0.2% | 歷史 |
| WTFCWintrust Financial Corp | COM | 1,645 | $20.5 萬 | 0.2% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 10,041 | $16.1 萬 | 0.2% | 歷史 |