Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- 最新申報
- 2026/8/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 188
- 較 2025 年第 1 季 +15
- 總值
- $1.10 億
- 較 2025 年第 1 季 +$1,572 萬 (+16.6%)
| 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 | 9,004 | $513.4 萬 | 4.7% | +418+4.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,493 | $322.5 萬 | 2.9% | −180−2.7% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,042 | $206.1 萬 | 1.9% | +269+3.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,581 | $206.1 萬 | 1.9% | −670−8.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,135 | $201.8 萬 | 1.8% | −150−2.1% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 27,329 | $157.7 萬 | 1.4% | +2,535+10.2% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 4,763 | $144.5 萬 | 1.3% | +1,144+31.6% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,315 | $143.2 萬 | 1.3% | +697+3.4% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $143.1 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 5,920 | $138.8 萬 | 1.3% | −1,318−18.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,861 | $136.9 萬 | 1.2% | +191+5.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,892 | $136.4 萬 | 1.2% | +224+13.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,143 | $135.6 萬 | 1.2% | −400−5.3% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,946 | $134.2 萬 | 1.2% | +305+3.2% | 加碼 | – |
| RTXRTX Corp | Stock | 9,210 | $133.5 萬 | 1.2% | +1,733+23.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,641 | $131.5 萬 | 1.2% | +426+6.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 9,885 | $123.8 萬 | 1.1% | +1,203+13.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 10,642 | $123.8 萬 | 1.1% | +579+5.8% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,533 | $122.9 萬 | 1.1% | −778−5.8% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,369 | $121.4 萬 | 1.1% | +360+3.3% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 3,303 | $121.4 萬 | 1.1% | +128+4.0% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 22,743 | $118.7 萬 | 1.1% | +698+3.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 3,970 | $115.8 萬 | 1.0% | +111+2.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,843 | $111.6 萬 | 1.0% | −166−4.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,747 | $106.5 萬 | 1.0% | +191+2.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,876 | $102.4 萬 | 0.9% | −162−3.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,648 | $102.0 萬 | 0.9% | +29+0.4% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,813 | $100.6 萬 | 0.9% | +367+4.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,321 | $98.6 萬 | 0.9% | +262+8.6% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,349 | $94.1 萬 | 0.9% | −209−13.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 6,126 | $93.9 萬 | 0.9% | +690+12.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 12,639 | $88.8 萬 | 0.8% | +1,982+18.6% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,059 | $88.2 萬 | 0.8% | +206+4.2% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,688 | $87.0 萬 | 0.8% | +342+10.2% | 加碼 | 歷史 |
| iShares Inc464286426 | MSCI EM ASIA ETF | 10,229 | $84.6 萬 | 0.8% | +10,229 | 新進 | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 10,303 | $83.7 萬 | 0.8% | −10,262−49.9% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,662 | $79.7 萬 | 0.7% | +123+3.5% | 加碼 | – |
| TTTrane Technologies plc | SHS | 1,828 | $78.0 萬 | 0.7% | +12+0.7% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 724 | $77.8 萬 | 0.7% | +5+0.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,899 | $76.3 萬 | 0.7% | +42+0.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,097 | $74.9 萬 | 0.7% | −18−0.9% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,709 | $74.1 萬 | 0.7% | +34+1.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,606 | $73.8 萬 | 0.7% | +4,829+173.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 20,382 | $73.4 萬 | 0.7% | +276+1.4% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 11,777 | $73.1 萬 | 0.7% | −337−2.8% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 3,079 | $71.6 萬 | 0.6% | +181+6.2% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,345 | $70.5 萬 | 0.6% | +2,295+28.5% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,343 | $69.7 萬 | 0.6% | +1,229+20.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 8,516 | $69.3 萬 | 0.6% | +279+3.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,140 | $68.9 萬 | 0.6% | +95+3.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,848 | $68.4 萬 | 0.6% | −970−20.1% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 6,010 | $66.8 萬 | 0.6% | +202+3.5% | 加碼 | – |
| AFLAflac Inc | Stock | 6,439 | $66.5 萬 | 0.6% | −214−3.2% | 減碼 | 歷史 |
| SNYSanofi | SPONSORED ADR | 13,795 | $66.5 萬 | 0.6% | +4,245+44.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 7,131 | $63.2 萬 | 0.6% | −192−2.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 633 | $62.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| CMECME Group Inc. | COM | 2,252 | $62.1 萬 | 0.6% | +160+7.6% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,587 | $61.9 萬 | 0.6% | −224−8.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,140 | $60.9 萬 | 0.6% | +374+2.7% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,657 | $60.5 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 8,522 | $59.7 萬 | 0.5% | +3,447+67.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,048 | $58.9 萬 | 0.5% | −7−0.7% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 8,112 | $58.8 萬 | 0.5% | +192+2.4% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 11,036 | $58.2 萬 | 0.5% | +11,036 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 1,953 | $58.2 萬 | 0.5% | +17+0.9% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 20,613 | $58.0 萬 | 0.5% | +276+1.4% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 12,268 | $57.8 萬 | 0.5% | +12,268 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,758 | $54.1 萬 | 0.5% | −1,086−38.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,550 | $52.5 萬 | 0.5% | −56−2.1% | 減碼 | – |
| ULUnilever PLC | SPON ADR NEW | 8,372 | $51.0 萬 | 0.5% | −26−0.3% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 4,981 | $48.5 萬 | 0.4% | −400−7.4% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,705 | $47.7 萬 | 0.4% | +3+0.2% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 3,620 | $47.6 萬 | 0.4% | +767+26.9% | 加碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,866 | $47.0 萬 | 0.4% | +99+5.6% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,114 | $46.7 萬 | 0.4% | +176+9.1% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 3,326 | $46.1 萬 | 0.4% | +940+39.4% | 加碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 12,977 | $46.1 萬 | 0.4% | +1,926+17.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 4,597 | $45.9 萬 | 0.4% | −31−0.7% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,369 | $44.7 萬 | 0.4% | +3+0.1% | 加碼 | – |
| EQIXEquinix Inc | COM | 580 | $44.5 萬 | 0.4% | −127−18.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,530 | $43.9 萬 | 0.4% | +36+1.0% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 6,183 | $43.8 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,805 | $43.2 萬 | 0.4% | +106+1.6% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 1,804 | $42.7 萬 | 0.4% | −238−11.7% | 減碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,690 | $42.4 萬 | 0.4% | +9+0.3% | 加碼 | 歷史 |
| VICIVici Properties Inc. | COM | 12,758 | $42.1 萬 | 0.4% | −138−1.1% | 減碼 | 歷史 |
| EWBCEast West Bancorp Inc | COM | 3,877 | $41.9 萬 | 0.4% | −162−4.0% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 8,756 | $41.7 萬 | 0.4% | −3,202−26.8% | 減碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,670 | $40.9 萬 | 0.4% | +373+28.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,877 | $40.7 萬 | 0.4% | +142+8.2% | 加碼 | 歷史 |
| IDAIdacorp Inc | COM | 3,511 | $40.7 萬 | 0.4% | +62+1.8% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,916 | $40.6 萬 | 0.4% | −108−2.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,028 | $40.5 萬 | 0.4% | +22+2.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,276 | $40.4 萬 | 0.4% | −128−9.1% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,314 | $40.3 萬 | 0.4% | −4−0.3% | 減碼 | 歷史 |
| KRKroger Co | Stock | 5,749 | $40.1 萬 | 0.4% | −377−6.2% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 8,364 | $40.1 萬 | 0.4% | +3,239+63.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,183 | $38.1 萬 | 0.3% | −166−7.1% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 1,580 | $37.9 萬 | 0.3% | +154+10.8% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 6,670 | $37.9 萬 | 0.3% | −1,637−19.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（10 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,311 | $40.3 萬 | 0.4% | – |
| CBOECboe Global Markets, Inc. | COM | 1,867 | $40.2 萬 | 0.4% | 歷史 |
| TGTTarget Corp | Stock | 2,862 | $26.6 萬 | 0.3% | 歷史 |
| FDSFactset Research Systems Inc | Stock | 558 | $23.7 萬 | 0.3% | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 4,006 | $22.6 萬 | 0.2% | 歷史 |
| PAYXPaychex Inc | Stock | 1,523 | $22.4 萬 | 0.2% | 歷史 |
| SOSouthern Co | Stock | 2,361 | $21.2 萬 | 0.2% | 歷史 |
| TRGPTarga Resources Corp. | COM | 1,239 | $20.3 萬 | 0.2% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,921 | $20.1 萬 | 0.2% | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 10,477 | $9.66 萬 | 0.1% | 歷史 |