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 |
|---|---|---|---|---|---|---|---|---|
| KR | KROGER CO | $0 | 0.00% | 0 | -7,294 | -100.0% | -$45.57万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -6,000 | -100.0% | -$40.58万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,187 | -100.0% | -$28.77万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,344 | -100.0% | -$24.65万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -802 | -100.0% | -$23.76万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -345 | -100.0% | -$23.25万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -2,543 | -100.0% | -$22.45万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -806 | -100.0% | -$21.35万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -588 | -100.0% | -$20.58万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -306 | -100.0% | -$20.27万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,778 | -100.0% | -$20.23万 | 清仓 |
| EPP | ISHARES INC | $0 | 0.00% | 0 | -3,141 | -100.0% | -$15.85万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -661 | -100.0% | -$9.33万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWC | ISHARES INC | $0 | 0.00% | 0 | -650 | -100.0% | -$3.51万 | 清仓 |
| EWY | ISHARES INC | $0 | 0.00% | 0 | -317 | -100.0% | -$3.08万 | 清仓 |
| SCHI | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,218 | -100.0% | -$2.80万 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -745 | -100.0% | -$2.69万 | 清仓 |
| FNDA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -837 | -100.0% | -$2.64万 | 清仓 |
| SMBS | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -871 | -100.0% | -$2.24万 | 清仓 |
| EWA | ISHARES INC | $0 | 0.00% | 0 | -775 | -100.0% | -$2.03万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -809 | -100.0% | -$2.03万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -274 | -100.0% | -$1.17万 | 清仓 |
| FNDC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -211 | -100.0% | -$9,400 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -194 | -100.0% | -$8,833 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -286 | -100.0% | -$5,975 | 清仓 |
| EBND | SPDR SERIES TRUST | $0 | 0.00% | 0 | -271 | -100.0% | -$5,791 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$4,037 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -20 | -100.0% | -$1,878 | 清仓 |
| IXC | ISHARES TR | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $465 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $1,214 | 0.00% | 53 | -273 | -83.7% | -$6,253 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1,229 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $1,243 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $1,873 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $4,657 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $5,296 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| XES | SPDR SERIES TRUST | $5,817 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EWI | ISHARES INC | $5,930 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $6,996 | 0.00% | 48 | -4,394 | -98.9% | -$64.04万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $7,910 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $8,309 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $9,276 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $9,378 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $9,685 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $1.07万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.08万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $1.29万 | 0.00% | 504 | 3 | 0.6% | $77 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1.40万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $1.50万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $1.70万 | 0.00% | 687 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $1.84万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $2.02万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $2.04万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $2.44万 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.49万 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $2.51万 | 0.00% | 36 | -30 | -45.5% | -$2.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2.55万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARES TR | $2.67万 | 0.00% | 1,274 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $2.68万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $2.71万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $2.86万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $2.96万 | 0.00% | 1,016 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $2.96万 | 0.00% | 457 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $3.02万 | 0.00% | 277 | -2,659 | -90.6% | -$28.98万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $3.25万 | 0.00% | 1,067 | -973 | -47.7% | -$2.97万 | 减仓 |
| EFG | ISHARES TR | $3.36万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $3.52万 | 0.00% | 1,925 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $3.69万 | 0.00% | 464 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $3.72万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $3.82万 | 0.00% | 980 | -1,342 | -57.8% | -$5.23万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $3.90万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $3.92万 | 0.00% | 1,216 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.92万 | 0.00% | 1,347 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $4.18万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $4.58万 | 0.00% | 379 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $4.67万 | 0.00% | 386 | -53 | -12.1% | -$6,411 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4.77万 | 0.00% | 814 | 0 | 0.0% | — | 不变 |
| PNOV | INNOVATOR ETFS TRUST | $4.98万 | 0.00% | 1,220 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.07万 | 0.00% | 1,747 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $5.13万 | 0.00% | 1,558 | -604 | -27.9% | -$1.99万 | 减仓 |
| DGRO | ISHARES TR | $5.27万 | 0.00% | 751 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.30万 | 0.00% | 1,528 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $5.56万 | 0.00% | 819 | -1,540 | -65.3% | -$10.46万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $5.84万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $5.89万 | 0.00% | 2,342 | -2,158 | -48.0% | -$5.43万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $6.33万 | 0.00% | 1,402 | -259 | -15.6% | -$1.17万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $6.40万 | 0.00% | 157 | -183 | -53.8% | -$7.46万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $6.47万 | 0.00% | 214 | -135 | -38.7% | -$4.08万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $6.94万 | 0.01% | 842 | -935 | -52.6% | -$7.71万 | 减仓 |
| CWB | SPDR SERIES TRUST | $7.45万 | 0.01% | 814 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $8.06万 | 0.01% | 843 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $8.15万 | 0.01% | 1,826 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $8.69万 | 0.01% | 792 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $8.86万 | 0.01% | 4,049 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $9.20万 | 0.01% | 863 | 1 | 0.1% | $107 | 加仓 |