Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- 最新申報
- 2026/8/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/7 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 201
- 較 2025 年第 2 季 +13
- 總值
- $1.20 億
- 較 2025 年第 2 季 +$1,008 萬 (+9.1%)
| 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 | 8,962 | $553.3 萬 | 4.6% | −42−0.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 6,977 | $368.8 萬 | 3.1% | +484+7.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,285 | $225.2 萬 | 1.9% | +150+2.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,685 | $224.3 萬 | 1.9% | −896−11.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,859 | $197.3 萬 | 1.6% | −1,183−14.7% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 7,091 | $163.2 萬 | 1.4% | −52−0.7% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 25,655 | $163.1 萬 | 1.4% | −1,674−6.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,982 | $153.5 萬 | 1.3% | +1,106+22.7% | 加碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 20,970 | $152.7 萬 | 1.3% | −345−1.6% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 10,536 | $150.8 萬 | 1.3% | +651+6.6% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $150.2 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 4,196 | $146.6 萬 | 1.2% | +335+8.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,691 | $143.7 萬 | 1.2% | +388+11.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,665 | $141.9 萬 | 1.2% | +606+12.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,947 | $139.3 萬 | 1.2% | +55+2.9% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 8,251 | $139.3 萬 | 1.2% | −959−10.4% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 10,812 | $134.5 萬 | 1.1% | +170+1.6% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 12,850 | $128.4 萬 | 1.1% | +317+2.5% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 11,007 | $128.2 萬 | 1.1% | −362−3.2% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 4,303 | $127.4 萬 | 1.1% | +333+8.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,496 | $127.1 萬 | 1.1% | −145−2.2% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 23,545 | $126.4 萬 | 1.0% | +802+3.5% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 8,384 | $112.1 萬 | 0.9% | +736+9.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,860 | $111.7 萬 | 0.9% | +17+0.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,390 | $110.8 萬 | 0.9% | +41+3.0% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,677 | $110.6 萬 | 0.9% | −2,269−22.8% | 減碼 | – |
| ACNAccenture plc | Stock | 4,330 | $107.5 萬 | 0.9% | −433−9.1% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,487 | $103.2 萬 | 0.9% | +588+12.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,930 | $102.0 萬 | 0.8% | +117+1.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,602 | $101.7 萬 | 0.8% | +476+7.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,720 | $101.1 萬 | 0.8% | −27−0.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,415 | $100.4 萬 | 0.8% | +94+2.8% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 11,412 | $97.6 萬 | 0.8% | +2,890+33.9% | 加碼 | 歷史 |
| iShares Inc464286426 | MSCI EM ASIA ETF | 10,153 | $95.5 萬 | 0.8% | −76−0.7% | 減碼 | – |
| MDTMedtronic plc | Stock | 9,469 | $93.2 萬 | 0.8% | +2,338+32.8% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 10,101 | $91.5 萬 | 0.8% | −202−2.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,953 | $88.5 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 6,837 | $87.9 萬 | 0.7% | +6,837 | 新進 | – |
| KOCoca Cola Co | Stock | 13,187 | $87.2 萬 | 0.7% | +548+4.3% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,559 | $85.4 萬 | 0.7% | −103−2.8% | 減碼 | – |
| TTTrane Technologies plc | SHS | 1,993 | $84.7 萬 | 0.7% | +165+9.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,875 | $83.8 萬 | 0.7% | −3,045−51.4% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 3,226 | $77.6 萬 | 0.6% | +147+4.8% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 9,515 | $76.8 萬 | 0.6% | +6,112+179.6% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,898 | $76.7 萬 | 0.6% | +1,382+16.2% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,524 | $76.3 萬 | 0.6% | −133−5.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 645 | $76.1 萬 | 0.6% | −79−10.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,118 | $76.0 萬 | 0.6% | +360+20.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 7,364 | $75.6 萬 | 0.6% | −242−3.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,332 | $73.6 萬 | 0.6% | +192+6.1% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 8,609 | $73.5 萬 | 0.6% | −2,427−22.0% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 6,439 | $72.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 11,897 | $71.1 萬 | 0.6% | +120+1.0% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 2,695 | $70.6 萬 | 0.6% | +443+19.7% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,130 | $70.4 萬 | 0.6% | −558−15.1% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,817 | $69.2 萬 | 0.6% | +108+4.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,137 | $66.8 萬 | 0.6% | +794+10.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,702 | $64.7 萬 | 0.5% | −395−18.8% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 10,241 | $63.3 萬 | 0.5% | −104−1.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,087 | $62.9 萬 | 0.5% | +39+3.7% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 4,989 | $61.6 萬 | 0.5% | +8+0.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 14,701 | $60.9 萬 | 0.5% | +561+4.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,332 | $60.2 萬 | 0.5% | −780−9.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 647 | $58.9 萬 | 0.5% | +14+2.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,792 | $58.2 萬 | 0.5% | −56−1.5% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 22,062 | $57.1 萬 | 0.5% | +14,246+182.3% | 加碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,550 | $56.9 萬 | 0.5% | −37−1.4% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 6,183 | $56.6 萬 | 0.5% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,778 | $56.6 萬 | 0.5% | +218+8.5% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 17,576 | $54.6 萬 | 0.5% | −2,806−13.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,573 | $52.2 萬 | 0.4% | +297+23.3% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,137 | $51.8 萬 | 0.4% | +467+28.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,044 | $51.7 萬 | 0.4% | +16+1.6% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,373 | $51.7 萬 | 0.4% | −177−6.9% | 減碼 | – |
| KMIKinder Morgan, Inc. | Stock | 17,540 | $49.0 萬 | 0.4% | −3,073−14.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 1,706 | $48.9 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,048 | $48.6 萬 | 0.4% | +244+13.5% | 加碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,280 | $48.5 萬 | 0.4% | −92−1.1% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,002 | $48.2 萬 | 0.4% | +382+10.6% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,334 | $47.5 萬 | 0.4% | −35−0.7% | 減碼 | – |
| IDAIdacorp Inc | COM | 3,492 | $46.7 萬 | 0.4% | −19−0.5% | 減碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 12,871 | $46.5 萬 | 0.4% | −106−0.8% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,877 | $45.3 萬 | 0.4% | +72+1.1% | 加碼 | – |
| TFCTruist Financial Corp | COM | 9,956 | $45.1 萬 | 0.4% | +1,795+22.0% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 568 | $44.9 萬 | 0.4% | −12−2.1% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 1,864 | $44.8 萬 | 0.4% | −2−0.1% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 8,541 | $43.7 萬 | 0.4% | +177+2.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 2,899 | $43.2 萬 | 0.4% | −1,698−36.9% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,092 | $43.2 萬 | 0.4% | +477+18.2% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,241 | $43.0 萬 | 0.4% | +58+2.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,470 | $42.7 萬 | 0.4% | +156+11.9% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,659 | $42.6 萬 | 0.4% | +1,218+35.4% | 加碼 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,721 | $42.4 萬 | 0.4% | +4,721 | 新進 | – |
| HPEHewlett Packard Enterprise Co | COM | 16,846 | $41.8 萬 | 0.3% | −26−0.2% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,203 | $41.7 萬 | 0.3% | −20−0.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,241 | $41.6 萬 | 0.3% | +12+0.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,226 | $41.5 萬 | 0.3% | −4,042−32.9% | 減碼 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 4,319 | $40.8 萬 | 0.3% | +1,574+57.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,232 | $40.6 萬 | 0.3% | +355+18.9% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 2,398 | $40.2 萬 | 0.3% | −292−10.9% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（14 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287515 | EXPANDED TECH | 6,010 | $66.8 萬 | 0.6% | – |
| VICIVici Properties Inc. | COM | 12,758 | $42.1 萬 | 0.4% | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 5,701 | $28.5 萬 | 0.3% | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,761 | $28.3 萬 | 0.3% | 歷史 |
| NVONovo Nordisk A S | ADR | 4,014 | $28.0 萬 | 0.3% | 歷史 |
| TXNMTXNM Energy Inc | COM | 4,134 | $23.3 萬 | 0.2% | 歷史 |
| ARESAres Management Corp | CL A COM STK | 1,321 | $23.1 萬 | 0.2% | 歷史 |
| BKRBaker Hughes Co | CL A | 5,625 | $22.6 萬 | 0.2% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 440 | $22.2 萬 | 0.2% | 歷史 |
| AVTAvnet Inc | COM | 3,814 | $21.5 萬 | 0.2% | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 3,929 | $21.0 萬 | 0.2% | 歷史 |
| DOXAmdocs Ltd | SHS | 2,256 | $20.9 萬 | 0.2% | 歷史 |
| INGRIngredion Inc | COM | 1,515 | $20.7 萬 | 0.2% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,296 | $20.7 萬 | 0.2% | 歷史 |