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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $3,584.47万 | 2.63% | 419,285 | -66,767 | -13.7% | -$570.79万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,188.49万 | 3.07% | 1,030,632 | -77,336 | -7.0% | -$314.29万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,867.64万 | 3.57% | 1,166,460 | -82,246 | -6.6% | -$343.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,981.54万 | 3.65% | 712,667 | -45,149 | -6.0% | -$315.59万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $5,392.86万 | 3.95% | 1,363,899 | -48,056 | -3.4% | -$190.01万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $8,388.96万 | 6.15% | 1,756,850 | 42,549 | 2.5% | $203.17万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $9,184.16万 | 6.73% | 2,464,885 | -146,474 | -5.6% | -$545.76万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.10亿 | 8.04% | 2,598,931 | 72,654 | 2.9% | $306.67万 | 加仓 |
| IVV | ISHARES TR | $1.51亿 | 11.09% | 201,998 | -20,344 | -9.1% | -$1,523.55万 | 减仓 |