PHILLIPS FINANCIAL MANAGEMENT, LLC
FORT WAYNE IN · SEC CIK 0001350660
$13.64亿2026Q2 申报市值
291持仓数
51.5%前十大占比 · 第一大 11.1%
21 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFCF 加仓+$306.67万
DFSD 加仓+$203.17万
SCHP 加仓+$68.69万
KLAC 新建仓+$46.98万
AMAT 新建仓+$43.38万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$1,523.55万
DUSB 减仓-$778.86万
IXUS 减仓-$774.28万
IJH 减仓-$744.26万
VOO 减仓-$634.34万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -2,341 | -100.0% | -$66.43万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -9,117 | -100.0% | -$47.92万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -3,711 | -100.0% | -$38.10万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -2,158 | -100.0% | -$28.49万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -1,147 | -100.0% | -$27.10万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -5,006 | -100.0% | -$24.40万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -921 | -100.0% | -$21.16万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -2,673 | -100.0% | -$20.11万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -843 | -100.0% | -$8.06万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -942 | -100.0% | -$6.40万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -379 | -100.0% | -$4.58万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -347 | -100.0% | -$3.90万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -1,925 | -100.0% | -$3.52万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -243 | -100.0% | -$2.68万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -121 | -100.0% | -$2.04万 | 清仓 |
| ESML | ISHARES TR | $0 | 0.00% | 0 | -429 | -100.0% | -$2.02万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -135 | -100.0% | -$1.50万 | 清仓 |
| IXC | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$52 | 清仓 |
| ARTY | ISHARES TR | $762 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD SCOTTSDALE FDS | $1,229 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1,250 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $1,418 | 0.00% | 13 | -264 | -95.3% | -$2.88万 | 减仓 |
| IDV | ISHARES TR | $1,823 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $3,895 | 0.00% | 171 | 118 | 222.6% | $2,688 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $4,661 | 0.00% | 189 | -498 | -72.5% | -$1.23万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $5,540 | 0.00% | 200 | -4,344 | -95.6% | -$12.03万 | 减仓 |
| XES | SPDR SERIES TRUST | $5,604 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $5,610 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $6,110 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $6,187 | 0.00% | 224 | -2,118 | -90.4% | -$5.85万 | 减仓 |
| EWI | ISHARES INC | $6,576 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $7,901 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $7,927 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $9,641 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $9,712 | 0.00% | 279 | -788 | -73.9% | -$2.74万 | 减仓 |
| IHI | ISHARES TR | $9,882 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $1.04万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1.08万 | 0.00% | 131 | -5,015 | -97.5% | -$41.36万 | 减仓 |
| XHB | SPDR SERIES TRUST | $1.10万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $1.14万 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $1.30万 | 0.00% | 509 | 5 | 1.0% | $128 | 加仓 |
| MTUM | ISHARES TR | $1.54万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $1.54万 | 0.00% | 298 | -1 | -0.3% | -$52 | 减仓 |
| HYG | ISHARES TR | $1.81万 | 0.00% | 226 | -238 | -51.3% | -$1.90万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $2.57万 | 0.00% | 810 | -2 | -0.2% | -$63 | 减仓 |
| IYE | ISHARES TR | $2.59万 | 0.00% | 457 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $2.62万 | 0.00% | 272 | -219 | -44.6% | -$2.11万 | 重新持有 |
| IBDW | ISHARES TR | $2.65万 | 0.00% | 1,274 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $2.74万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $2.81万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.82万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $2.84万 | 0.00% | 532 | 532 | — | $2.84万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $2.91万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $3.29万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $3.44万 | 0.00% | 1,016 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $3.44万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $3.51万 | 0.00% | 281 | -21 | -7.0% | -$2,621 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4.08万 | 0.00% | 988 | 8 | 0.8% | $330 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $4.15万 | 0.00% | 1,216 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $4.30万 | 0.00% | 561 | -1 | -0.2% | -$77 | 减仓 |
| — | INNOVATOR ETFS TRUST | $4.33万 | 0.00% | 1,347 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4.74万 | 0.00% | 814 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $4.76万 | 0.00% | 902 | -46 | -4.9% | -$2,427 | 重新持有 |
| EMXC | ISHARES INC | $4.84万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $5.27万 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.32万 | 0.00% | 1,746 | -1 | -0.1% | -$30 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $5.41万 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.61万 | 0.00% | 1,528 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $5.65万 | 0.00% | 1,558 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $5.69万 | 0.00% | 751 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $5.97万 | 0.00% | 819 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $6.02万 | 0.00% | 1,164 | -238 | -17.0% | -$1.23万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $6.62万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $7.37万 | 0.01% | 897 | -4,022 | -81.8% | -$33.02万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $7.46万 | 0.01% | 842 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $7.83万 | 0.01% | 214 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $8.72万 | 0.01% | 1,825 | -1 | -0.1% | -$48 | 减仓 |
| CWB | SPDR SERIES TRUST | $8.78万 | 0.01% | 814 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $8.83万 | 0.01% | 4,049 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $9.16万 | 0.01% | 863 | 0 | 0.0% | — | 不变 |
| IBTL | ISHARES TR | $9.88万 | 0.01% | 4,895 | 4,895 | — | $9.88万 | 新建仓 |
| IBTK | ISHARES TR | $9.89万 | 0.01% | 5,063 | 5,063 | — | $9.89万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $10.12万 | 0.01% | 792 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $10.37万 | 0.01% | 1,952 | 0 | 0.0% | — | 不变 |
| DFIP | DIMENSIONAL ETF TRUST | $10.73万 | 0.01% | 2,601 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $11.27万 | 0.01% | 721 | -231 | -24.3% | -$3.61万 | 减仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $12.44万 | 0.01% | 1,075 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $13.48万 | 0.01% | 728 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $13.85万 | 0.01% | 2,583 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $14.01万 | 0.01% | 4,670 | -476 | -9.2% | -$1.43万 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $14.16万 | 0.01% | 24,408 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $14.30万 | 0.01% | 2,480 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $14.31万 | 0.01% | 4,511 | -1 | -0.0% | -$32 | 减仓 |
| — | INNOVATOR ETFS TRUST | $14.95万 | 0.01% | 4,920 | -1 | -0.0% | -$30 | 减仓 |
| ICVT | ISHARES TR | $16.43万 | 0.01% | 1,350 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $16.94万 | 0.01% | 430 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $18.20万 | 0.01% | 1,147 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $18.76万 | 0.01% | 8,473 | 79 | 0.9% | $1,749 | 加仓 |
| SPYM | SPDR SERIES TRUST | $18.80万 | 0.01% | 2,139 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $19.00万 | 0.01% | 7,523 | 0 | 0.0% | — | 不变 |