Phillips Wealth Planners LLC 13F 持仓 · 2026年Q2
Phillips Wealth Planners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 217 只证券，申报市值合计 1.36 亿美元。前几大持仓：VOO（4.60%）、MSFT（2.60%）、AVGO（1.86%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $6.2M | 4.60% | 9,082 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $3.5M | 2.60% | 9,063 | 增持 |
| 3 | AVGO | BROADCOM INC | $2.5M | 1.86% | 6,806 | 增持 |
| 4 | JPM | JPMORGAN CHASE & CO | $2.5M | 1.81% | 7,254 | 增持 |
| 5 | XLK | SELECT SECTOR SPDR TR | $2.5M | 1.81% | 13,679 | 减持 |
| 6 | IEUR | ISHARES TR | $2.2M | 1.60% | 28,719 | 增持 |
| 7 | AAPL | APPLE INC | $2.0M | 1.48% | 6,474 | 增持 |
| 8 | ABBV | ABBVIE INC | $1.9M | 1.42% | 7,574 | 增持 |
| 9 | XLF | SELECT SECTOR SPDR TR | $1.9M | 1.41% | 34,036 | 增持 |
| 10 | WMT | WALMART INC | $1.9M | 1.40% | 17,019 | 增持 |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $1.8M | 1.30% | 21,325 | 增持 |
| 12 | WMB | WILLIAMS COS INC | $1.8M | 1.29% | 23,357 | 增持 |
| 13 | TJX | TJX COS INC NEW | $1.7M | 1.25% | 11,041 | 减持 |
| 14 | GOOGL | ALPHABET INC | $1.7M | 1.24% | 4,591 | 增持 |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.11% | 2 | 持平 |
| 16 | JNJ | JOHNSON & JOHNSON | $1.5M | 1.11% | 5,636 | 增持 |
| 17 | CVX | CHEVRON CORPORATION | $1.4M | 1.06% | 8,284 | 增持 |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $1.4M | 1.03% | 2,708 | 增持 |
| 19 | PNC | PNC FINL SVCS GROUP INC | $1.4M | 1.03% | 5,522 | 减持 |
| 20 | PM | PHILIP MORRIS INTL INC | $1.4M | 1.02% | 7,364 | 增持 |
| 21 | SGOV | ISHARES TR | $1.4M | 1.01% | 13,640 | 减持 |
| 22 | TXN | TEXAS INSTRS INC | $1.3M | 0.99% | 4,585 | 减持 |
| 23 | DUK | DUKE ENERGY CORP NEW | $1.3M | 0.97% | 10,219 | 减持 |
| 24 | HD | HOME DEPOT INC | $1.3M | 0.97% | 3,804 | 增持 |
| 25 | AGG | ISHARES TR | $1.3M | 0.95% | 13,117 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR