Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- 最新申報
- 2026/8/7
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 210
- 較 2025 年第 4 季 +22
- 總值
- $1.33 億
- 較 2025 年第 4 季 +$826.9 萬 (+6.6%)
| 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 | 9,431 | $640.9 萬 | 4.8% | −205−2.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 8,640 | $356.5 萬 | 2.7% | +1,134+15.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,782 | $290.6 萬 | 2.2% | +820+13.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,696 | $243.6 萬 | 1.8% | +1,281+10.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,241 | $217.2 萬 | 1.6% | −200−2.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 16,987 | $216.7 萬 | 1.6% | −4,205−19.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 6,331 | $185.3 萬 | 1.4% | +396+6.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,520 | $175.7 萬 | 1.3% | −1,381−23.4% | 減碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 23,243 | $172.4 萬 | 1.3% | −1,714−6.9% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 20,696 | $172.2 萬 | 1.3% | −1,014−4.7% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 32,820 | $168.0 萬 | 1.3% | +1,318+4.2% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 11,172 | $166.4 萬 | 1.3% | +50.0% | 加碼 | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 22,027 | $165.0 萬 | 1.2% | +17,399+376.0% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 15,296 | $153.7 萬 | 1.2% | +15,296 | 新進 | – |
| TXNTexas Instruments Inc | Stock | 4,852 | $144.5 萬 | 1.1% | +1,596+49.0% | 加碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $144.2 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 11,242 | $140.4 萬 | 1.1% | +57+0.5% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 7,560 | $139.7 萬 | 1.1% | +1,051+16.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,722 | $136.3 萬 | 1.0% | +364+5.7% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,463 | $133.2 萬 | 1.0% | −62−0.5% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 7,008 | $127.6 萬 | 1.0% | +2,550+57.2% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,940 | $127.5 萬 | 1.0% | +309+5.5% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 10,972 | $126.8 萬 | 1.0% | +108+1.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 2,697 | $123.7 萬 | 0.9% | −233−8.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,453 | $122.3 萬 | 0.9% | +282+6.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,134 | $121.8 萬 | 0.9% | −1,105−12.0% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,272 | $120.2 萬 | 0.9% | +44+3.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 15,160 | $119.2 萬 | 0.9% | +1,440+10.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,773 | $117.5 萬 | 0.9% | −279−6.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,603 | $116.7 萬 | 0.9% | −849−19.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 6,518 | $116.4 萬 | 0.9% | −2,074−24.1% | 減碼 | 歷史 |
| TTETotalEnergies SE | ACT | 12,476 | $113.1 萬 | 0.9% | −343−2.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,043 | $111.7 萬 | 0.8% | −625−11.0% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 3,840 | $108.5 萬 | 0.8% | +186+5.1% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | ADR | 5,611 | $102.0 萬 | 0.8% | +197+3.6% | 加碼依 1 比 2 拆股換算 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,865 | $98.2 萬 | 0.7% | −237−3.3% | 減碼 | – |
| AMGNAmgen Inc | Stock | 2,927 | $96.5 萬 | 0.7% | −190−6.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,824 | $93.7 萬 | 0.7% | −449−6.2% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 12,705 | $93.5 萬 | 0.7% | +2,224+21.2% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,011 | $91.7 萬 | 0.7% | +1,576+109.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,267 | $89.8 萬 | 0.7% | +1,403+28.8% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,995 | $89.4 萬 | 0.7% | +905+8.2% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,943 | $86.5 萬 | 0.7% | −2−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,111 | $83.7 萬 | 0.6% | −190−5.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,668 | $81.1 萬 | 0.6% | +1,040+15.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,324 | $79.3 萬 | 0.6% | −524−28.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,915 | $76.8 萬 | 0.6% | +456+18.5% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 811 | $75.2 萬 | 0.6% | −112−12.1% | 減碼 | 歷史 |
| AFLAflac Inc | Stock | 6,439 | $74.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,807 | $73.1 萬 | 0.6% | −695−27.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,128 | $71.4 萬 | 0.5% | +789+33.7% | 加碼 | – |
| TAT&T Inc. | Stock | 28,526 | $70.9 萬 | 0.5% | +8,310+41.1% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 643 | $69.0 萬 | 0.5% | −65−9.2% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 3,205 | $66.5 萬 | 0.5% | −3,482−52.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,973 | $66.5 萬 | 0.5% | −1,086−26.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 3,424 | $66.4 萬 | 0.5% | +387+12.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,014 | $66.1 萬 | 0.5% | +1,027+51.7% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,955 | $66.0 萬 | 0.5% | −49−0.7% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,960 | $65.7 萬 | 0.5% | −1,163−12.7% | 減碼 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 10,661 | $64.4 萬 | 0.5% | +2,101+24.5% | 加碼 | 歷史 |
| STESTERIS plc | SHS USD | 3,171 | $64.0 萬 | 0.5% | +10+0.3% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,527 | $64.0 萬 | 0.5% | −40−2.6% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 584 | $63.4 萬 | 0.5% | +198+51.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,484 | $63.0 萬 | 0.5% | −217−3.2% | 減碼 | – |
| TTTrane Technologies plc | SHS | 1,315 | $62.7 萬 | 0.5% | −766−36.8% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 12,980 | $61.3 萬 | 0.5% | +1,332+11.4% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 1,194 | $60.2 萬 | 0.5% | +601+101.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 602 | $60.2 萬 | 0.5% | −8−1.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,198 | $57.8 萬 | 0.4% | −1,164−18.3% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 532 | $57.5 萬 | 0.4% | +7+1.3% | 加碼 | 歷史 |
| RPRXRoyalty Pharma plc | SHS CLASS A | 11,092 | $57.3 萬 | 0.4% | −2,021−15.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,818 | $57.0 萬 | 0.4% | +641+20.2% | 加碼 | 歷史 |
| WSOWatsco Inc | COM | 1,342 | $57.0 萬 | 0.4% | +418+45.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,824 | $57.0 萬 | 0.4% | +50+2.8% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,545 | $55.9 萬 | 0.4% | +431+13.8% | 加碼 | 歷史 |
| AMTAmerican Tower Corp | REIT | 3,107 | $55.1 萬 | 0.4% | +1,787+135.4% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 1,715 | $54.9 萬 | 0.4% | −22−1.3% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 4,824 | $54.4 萬 | 0.4% | +1,207+33.4% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 4,329 | $53.0 萬 | 0.4% | +192+4.6% | 加碼 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,393 | $52.7 萬 | 0.4% | +192+6.0% | 加碼 | – |
| ULUnilever PLC | SPON ADR NEW | 9,005 | $51.5 萬 | 0.4% | −1,493−14.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,334 | $51.3 萬 | 0.4% | −122−8.4% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 322 | $50.4 萬 | 0.4% | −2−0.6% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,404 | $49.4 萬 | 0.4% | −266−4.7% | 減碼 | – |
| ACNAccenture plc | Stock | 2,865 | $49.4 萬 | 0.4% | −131−4.4% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,557 | $48.8 萬 | 0.4% | +51+2.0% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 1,281 | $48.5 萬 | 0.4% | +1,281 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,140 | $48.2 萬 | 0.4% | −1,007−46.9% | 減碼 | 歷史 |
| RSGRepublic Services, Inc. | COM | 2,404 | $47.5 萬 | 0.4% | −9−0.4% | 減碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 5,934 | $47.5 萬 | 0.4% | −230−3.7% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 1,547 | $47.3 萬 | 0.4% | −149−8.8% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,476 | $46.4 萬 | 0.3% | −432−11.1% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,222 | $45.9 萬 | 0.3% | +208+3.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,493 | $45.6 萬 | 0.3% | −615−10.1% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 2,548 | $45.2 萬 | 0.3% | +98+4.0% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,765 | $44.9 萬 | 0.3% | +208+5.8% | 加碼 | – |
| TFCTruist Financial Corp | COM | 9,290 | $44.6 萬 | 0.3% | −577−5.8% | 減碼 | 歷史 |
| iShares Tr464287192 | US TRSPRTION | 5,433 | $43.5 萬 | 0.3% | +5,433 | 新進 | – |
| WELLWelltower Inc. | REIT | 2,001 | $43.0 萬 | 0.3% | −6−0.3% | 減碼 | 歷史 |
| MKSIMKS Inc | COM | 1,342 | $42.9 萬 | 0.3% | −242−15.3% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（17 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Total World Stock ETF922042742 | ETF | 6,634 | $95.6 萬 | 0.8% | – |
| BACBank of America Corp | Stock | 7,857 | $40.9 萬 | 0.3% | 歷史 |
| TSCOTractor Supply Co | COM | 6,438 | $34.2 萬 | 0.3% | 歷史 |
| FNFFidelity National Financial, Inc. | COM SHS | 6,137 | $33.1 萬 | 0.3% | 歷史 |
| TELTE Connectivity plc | Stock | 1,419 | $32.8 萬 | 0.3% | 歷史 |
| GGenpact LTD | SHS | 6,384 | $29.2 萬 | 0.2% | 歷史 |
| HLNEHamilton Lane INC | CL A | 1,839 | $28.1 萬 | 0.2% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 5,120 | $27.9 萬 | 0.2% | 歷史 |
| GPCGenuine Parts Co | Stock | 2,041 | $27.8 萬 | 0.2% | 歷史 |
| SYKStryker Corp | Stock | 691 | $25.1 萬 | 0.2% | 歷史 |
| WSMWilliams Sonoma Inc | COM | 1,103 | $23.8 萬 | 0.2% | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 1,217 | $23.4 萬 | 0.2% | 歷史 |
| SANBanco Santander, S.A. | ADR | 18,734 | $22.8 萬 | 0.2% | 歷史 |
| XELXcel Energy Inc | Stock | 2,931 | $22.4 萬 | 0.2% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 5,347 | $21.8 萬 | 0.2% | 歷史 |
| AESAES Corp | Stock | 14,875 | $21.2 萬 | 0.2% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,036 | $20.5 萬 | 0.2% | – |