PHILLIPS FINANCIAL MANAGEMENT, LLC
FORT WAYNE IN · SEC CIK 0001350660
$13.79亿2026Q1 申报市值
283持仓数
49.6%前十大占比 · 第一大 10.5%
8 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DUSB 加仓+$307.12万
LNG 新建仓+$66.43万
IBDS 加仓+$48.48万
IBDR 加仓+$48.48万
IBHF 加仓+$45.90万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$1,975.70万
IXUS 减仓-$1,363.11万
IJH 减仓-$1,296.60万
DFIC 减仓-$855.31万
IVE 减仓-$799.24万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $2,731.76万 | 1.98% | 568,524 | -75,681 | -11.7% | -$363.65万 | 减仓 |
| IXUS | ISHARES TR | $2,759.76万 | 2.00% | 318,532 | -157,330 | -33.1% | -$1,363.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,800.95万 | 2.03% | 720,781 | -20,998 | -2.8% | -$81.60万 | 减仓 |
| IVE | ISHARES TR | $2,933.77万 | 2.13% | 138,943 | -37,852 | -21.4% | -$799.24万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,088.61万 | 2.24% | 434,221 | -30,993 | -6.7% | -$220.45万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $3,651.43万 | 2.65% | 61,107 | -7,416 | -10.8% | -$443.14万 | 减仓 |
| IJH | ISHARES TR | $3,726.53万 | 2.70% | 551,833 | -192,004 | -25.8% | -$1,296.60万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,747.94万 | 2.72% | 486,052 | -78,233 | -13.9% | -$603.25万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,828.03万 | 2.78% | 1,107,968 | -103,802 | -8.6% | -$358.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,590.24万 | 3.33% | 1,248,706 | -97,818 | -7.3% | -$359.58万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,732.55万 | 3.43% | 757,816 | -49,367 | -6.1% | -$308.30万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $5,042.09万 | 3.66% | 1,411,955 | -52,891 | -3.6% | -$188.87万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $8,208.08万 | 5.95% | 1,714,301 | -52,536 | -3.0% | -$251.54万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $9,278.16万 | 6.73% | 2,611,359 | -240,729 | -8.4% | -$855.31万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.07亿 | 7.74% | 2,526,277 | -111,989 | -4.2% | -$472.82万 | 减仓 |
| IVV | ISHARES TR | $1.45亿 | 10.53% | 222,342 | -30,246 | -12.0% | -$1,975.70万 | 减仓 |