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 |
|---|---|---|---|---|---|---|---|---|
| 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 |