Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- 最新申報
- 2026/8/7
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/10 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 188
- 較 2025 年第 3 季 −13
- 總值
- $1.25 億
- 較 2025 年第 3 季 +$419.3 萬 (+3.5%)
| 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 | 9,636 | $607.3 萬 | 4.9% | +674+7.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,014 | $343.7 萬 | 2.8% | +4,552+985.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,506 | $333.4 萬 | 2.7% | +529+7.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 21,192 | $253.0 萬 | 2.0% | +13,828+187.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,441 | $224.8 萬 | 1.8% | +156+2.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,962 | $196.0 萬 | 1.6% | −723−10.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,901 | $193.8 萬 | 1.6% | +236+4.2% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,415 | $178.5 萬 | 1.4% | −1,303−9.5% | 減碼依 2 比 1 拆股換算 | – |
| TJXTJX Companies Inc | Stock | 11,167 | $174.0 萬 | 1.4% | +631+6.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 8,592 | $169.7 萬 | 1.4% | +341+4.1% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 31,502 | $168.4 萬 | 1.4% | +7,957+33.8% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 21,710 | $166.4 萬 | 1.3% | +740+3.5% | 加碼 | – |
| WMBWilliams Companies, Inc. | COM | 24,957 | $157.7 萬 | 1.3% | −698−2.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,052 | $155.9 萬 | 1.3% | +361+9.8% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 5,935 | $147.0 萬 | 1.2% | −47−0.8% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $144.8 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 4,452 | $144.8 萬 | 1.2% | +256+6.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,358 | $137.4 萬 | 1.1% | −733−10.3% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,525 | $135.3 萬 | 1.1% | +675+5.3% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 11,185 | $133.5 萬 | 1.1% | +373+3.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,171 | $127.5 萬 | 1.0% | −132−3.1% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,631 | $127.0 萬 | 1.0% | −865−13.3% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 10,864 | $124.5 萬 | 1.0% | −143−1.3% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 5,668 | $123.6 萬 | 1.0% | +181+3.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,239 | $123.4 萬 | 1.0% | +309+3.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,059 | $120.8 萬 | 1.0% | +199+5.2% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,228 | $117.0 萬 | 0.9% | −162−11.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,848 | $113.3 萬 | 0.9% | −99−5.1% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,102 | $112.4 萬 | 0.9% | −575−7.5% | 減碼 | – |
| MDTMedtronic plc | Stock | 11,090 | $111.2 萬 | 0.9% | +1,621+17.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,123 | $110.1 萬 | 0.9% | +739+8.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,509 | $108.5 萬 | 0.9% | −93−1.4% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,117 | $107.1 萬 | 0.9% | −298−8.7% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 3,654 | $102.0 萬 | 0.8% | +959+35.6% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 10,290 | $99.1 萬 | 0.8% | +189+1.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 13,720 | $98.8 萬 | 0.8% | +533+4.0% | 加碼 | 歷史 |
| iShares Inc464286426 | MSCI EM ASIA ETF | 9,886 | $98.3 萬 | 0.8% | −267−2.6% | 減碼 | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 10,828 | $98.0 萬 | 0.8% | −584−5.1% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 6,634 | $95.6 萬 | 0.8% | +6,634 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,273 | $94.6 萬 | 0.8% | +5,078+231.3% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 10,481 | $90.3 萬 | 0.7% | +966+10.2% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 10,599 | $87.4 萬 | 0.7% | +701+7.1% | 加碼 | – |
| TTETotalEnergies SE | ACT | 12,819 | $86.8 萬 | 0.7% | +922+7.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 2,996 | $84.1 萬 | 0.7% | −1,334−30.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,945 | $83.9 萬 | 0.7% | −8−0.4% | 減碼 | 歷史 |
| STESTERIS plc | SHS USD | 3,161 | $82.6 萬 | 0.7% | −65−2.0% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 2,081 | $82.3 萬 | 0.7% | +88+4.4% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,502 | $81.6 萬 | 0.7% | −22−0.9% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,301 | $76.4 萬 | 0.6% | −31−0.9% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,458 | $75.3 萬 | 0.6% | +666+17.6% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,930 | $73.2 萬 | 0.6% | +152+5.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,864 | $71.0 萬 | 0.6% | −1,856−27.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,362 | $70.7 萬 | 0.6% | +2,177+52.0% | 加碼 | 歷史 |
| AFLAflac Inc | Stock | 6,439 | $69.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 10,498 | $68.1 萬 | 0.5% | +10,498 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,147 | $65.5 萬 | 0.5% | +10+0.5% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 4,137 | $64.0 萬 | 0.5% | −852−17.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 6,628 | $63.9 萬 | 0.5% | −1,509−18.5% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,774 | $63.8 萬 | 0.5% | +201+12.8% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,256 | $63.3 萬 | 0.5% | +1,024+45.9% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 6,687 | $62.5 萬 | 0.5% | −1,922−22.3% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,701 | $61.9 萬 | 0.5% | +1,367+25.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 610 | $60.0 萬 | 0.5% | −37−5.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 923 | $59.6 萬 | 0.5% | −121−11.6% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 525 | $59.2 萬 | 0.5% | −120−18.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,004 | $58.7 萬 | 0.5% | −328−4.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,459 | $56.4 萬 | 0.5% | +411+20.1% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,450 | $54.3 萬 | 0.4% | −367−13.0% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,114 | $53.5 萬 | 0.4% | +821+35.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,567 | $53.0 萬 | 0.4% | −135−7.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,037 | $52.8 萬 | 0.4% | +162+5.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 999 | $52.7 萬 | 0.4% | −88−8.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,339 | $52.4 萬 | 0.4% | −34−1.4% | 減碼 | – |
| CBChubb Ltd | Stock | 1,737 | $52.1 萬 | 0.4% | +31+1.8% | 加碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 13,113 | $52.1 萬 | 0.4% | +242+1.9% | 加碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,670 | $51.9 萬 | 0.4% | +1,011+21.7% | 加碼 | – |
| RSGRepublic Services, Inc. | COM | 2,413 | $51.7 萬 | 0.4% | −137−5.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,456 | $50.6 萬 | 0.4% | −662−31.3% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,908 | $50.5 萬 | 0.4% | +1,630+71.6% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 6,164 | $49.5 萬 | 0.4% | −19−0.3% | 減碼 | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 8,560 | $49.4 萬 | 0.4% | +19+0.2% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 9,867 | $49.4 萬 | 0.4% | −89−0.9% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 20,216 | $47.5 萬 | 0.4% | −1,846−8.4% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 708 | $47.3 萬 | 0.4% | +45+6.8% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,177 | $46.6 萬 | 0.4% | +85+2.7% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,506 | $46.0 萬 | 0.4% | −624−19.9% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 2,008 | $45.9 萬 | 0.4% | −891−30.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 11,648 | $45.7 萬 | 0.4% | −3,053−20.8% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 324 | $44.1 萬 | 0.4% | −16−4.7% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,108 | $43.6 萬 | 0.3% | −95−1.5% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,557 | $43.2 萬 | 0.3% | −3,561−50.0% | 減碼依 2 比 1 拆股換算 | – |
| KMIKinder Morgan, Inc. | Stock | 14,973 | $42.8 萬 | 0.3% | −2,567−14.6% | 減碼 | 歷史 |
| IDAIdacorp Inc | COM | 3,163 | $42.4 萬 | 0.3% | −329−9.4% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,416 | $42.3 萬 | 0.3% | +2,416 | 新進 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,014 | $42.3 萬 | 0.3% | −863−12.5% | 減碼 | – |
| EWBCEast West Bancorp Inc | COM | 3,604 | $41.6 萬 | 0.3% | −94−2.5% | 減碼 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,201 | $41.1 萬 | 0.3% | −3,636−53.2% | 減碼 | – |
| RJFRaymond James Financial Inc | COM | 2,413 | $41.0 萬 | 0.3% | +15+0.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,857 | $40.9 萬 | 0.3% | −369−4.5% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,379 | $40.0 萬 | 0.3% | −127−5.1% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（28 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CMCSAComcast Corp | Stock | 17,576 | $54.6 萬 | 0.5% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,280 | $48.5 萬 | 0.4% | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,002 | $48.2 萬 | 0.4% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,760 | $35.2 萬 | 0.3% | 歷史 |
| ROPRoper Technologies Inc | Stock | 653 | $33.1 萬 | 0.3% | 歷史 |
| SNYSanofi | SPONSORED ADR | 6,339 | $31.5 萬 | 0.3% | 歷史 |
| HONHoneywell International Inc | COM | 1,438 | $30.1 萬 | 0.2% | 歷史 |
| ZTSZoetis Inc. | Stock | 2,013 | $29.3 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 10,929 | $28.9 萬 | 0.2% | 歷史 |
| EOGEOG Resources Inc | Stock | 2,532 | $28.0 萬 | 0.2% | 歷史 |
| CARRCarrier Global Corp | Stock | 4,633 | $27.7 萬 | 0.2% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 586 | $26.8 萬 | 0.2% | 歷史 |
| FISVFiserv Inc | Stock | 1,998 | $25.0 萬 | 0.2% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 2,580 | $24.4 萬 | 0.2% | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 3,030 | $24.2 萬 | 0.2% | 歷史 |
| IPInternational Paper Co | COM | 5,088 | $23.3 萬 | 0.2% | 歷史 |
| PSXPhillips 66 | Stock | 1,728 | $23.0 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 339 | $22.7 萬 | 0.2% | 歷史 |
| MGRCMcGrath Rentcorp | COM | 1,981 | $22.5 萬 | 0.2% | 歷史 |
| SRESempra | Stock | 2,314 | $21.4 萬 | 0.2% | 歷史 |
| SAPSAP SE | ADR | 777 | $21.3 萬 | 0.2% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,829 | $21.2 萬 | 0.2% | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 1,581 | $21.0 萬 | 0.2% | 歷史 |
| EQHEquitable Holdings, Inc. | COM | 4,077 | $20.8 萬 | 0.2% | 歷史 |
| DXCMDexcom Inc | COM | 3,124 | $20.7 萬 | 0.2% | 歷史 |
| SOSouthern Co | Stock | 2,160 | $20.6 萬 | 0.2% | 歷史 |
| AMCRAmcor plc | ORD | 20,341 | $16.4 萬 | 0.1% | 歷史 |
| PRPermian Resources Corp | CLASS A COM | 10,396 | $13.1 萬 | 0.1% | 歷史 |