Philip James Wealth Mangement, LLC
MILTON GA · SEC CIK 0002002630
$8.70亿2026Q1 申报市值
157持仓数
57.4%前十大占比 · 第一大 24.0%
2 / 17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
CB 加仓+$883.23万
PYPL 加仓+$721.83万
QCOM 加仓+$487.08万
GIS 加仓+$318.30万
NVO 新建仓+$309.20万
2026Q1 卖出最多 按季末市值估算
JPST 减仓-$464.16万
VTI 减仓-$448.69万
DGRO 减仓-$422.69万
INTC 减仓-$415.05万
HELO 减仓-$409.06万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.09亿 | 24.05% | 436,381 | -1,673 | -0.4% | -$80.17万 | 减仓 |
| — | EXXON MOBIL CORP | $7,469.11万 | 8.59% | 440,240 | -22,570 | -4.9% | -$382.92万 | 减仓 |
| — | OCCIDENTAL PETE CORP | $5,001.05万 | 5.75% | 1,167,341 | -63,534 | -5.2% | -$272.19万 | 减仓 |
| CB | CHUBB LTD SWITZ | $2,975.70万 | 3.42% | 91,299 | 27,099 | 42.2% | $883.23万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $2,751.49万 | 3.16% | 423,306 | 7,813 | 1.9% | $50.78万 | 加仓 |
| INTC | INTEL CORP | $2,655.66万 | 3.05% | 601,782 | -94,052 | -13.5% | -$415.05万 | 减仓 |
| QCOM | QUALCOMM INC | $2,519.58万 | 2.90% | 195,650 | 37,823 | 24.0% | $487.08万 | 加仓 |
| MRK | MERCK & CO INC | $2,220.34万 | 2.55% | 184,582 | -395 | -0.2% | -$4.75万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,056.84万 | 2.37% | 84,145 | -870 | -1.0% | -$21.27万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,349.03万 | 1.55% | 65,202 | -1,287 | -1.9% | -$26.63万 | 减仓 |
| MO | ALTRIA GROUP INC | $1,284.03万 | 1.48% | 194,580 | -11,576 | -5.6% | -$76.39万 | 减仓 |
| PEP | PEPSICO INC | $1,251.97万 | 1.44% | 80,621 | 174 | 0.2% | $2.70万 | 加仓 |
| GIS | GENERAL MILLS INC | $1,247.37万 | 1.43% | 335,134 | 85,518 | 34.3% | $318.30万 | 加仓 |
| PFE | PFIZER INC | $1,156.26万 | 1.33% | 411,774 | 4,564 | 1.1% | $12.82万 | 加仓 |
| RKT | ROCKET COS INC | $1,060.74万 | 1.22% | 744,381 | -11,177 | -1.5% | -$15.93万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,034.56万 | 1.19% | 32,248 | -13,986 | -30.3% | -$448.69万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $974.26万 | 1.12% | 215,401 | 159,591 | 286.0% | $721.83万 | 加仓 |
| COP | CONOCOPHILLIPS | $927.99万 | 1.07% | 70,302 | -928 | -1.3% | -$12.25万 | 减仓 |
| DGRO | ISHARES TR | $905.05万 | 1.04% | 128,961 | -60,230 | -31.8% | -$422.69万 | 减仓 |
| FDX | FEDEX CORP | $889.03万 | 1.02% | 24,960 | -277 | -1.1% | -$9.87万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $863.82万 | 0.99% | 147,738 | -11,275 | -7.1% | -$65.92万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $838.08万 | 0.96% | 131,134 | -64,005 | -32.8% | -$409.06万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $797.72万 | 0.92% | 158,530 | -2,838 | -1.8% | -$14.28万 | 减仓 |
| MOAT | VANECK ETF TRUST | $789.24万 | 0.91% | 81,617 | -38,017 | -31.8% | -$367.63万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $772.11万 | 0.89% | 1,317,587 | 574 | 0.0% | $3,364 | 加仓 |
| — | EA SERIES TRUST | $680.24万 | 0.78% | 189,706 | -78,381 | -29.2% | -$281.06万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $652.22万 | 0.75% | 215,825 | -81,056 | -27.3% | -$244.95万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $650.47万 | 0.75% | 92,448 | -40,117 | -30.3% | -$282.26万 | 减仓 |
| BAC | BANK AMERICA CORP | $649.21万 | 0.75% | 133,171 | -10,043 | -7.0% | -$48.96万 | 减仓 |
| DEO | DIAGEO PLC | $620.95万 | 0.71% | 83,405 | 21,913 | 35.6% | $163.14万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $617.94万 | 0.71% | 131,253 | -65,220 | -33.2% | -$307.06万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $571.53万 | 0.66% | 45,555 | -10,583 | -18.9% | -$132.77万 | 减仓 |
| — | EA SERIES TRUST | $570.76万 | 0.66% | 188,982 | -70,451 | -27.2% | -$212.77万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $532.88万 | 0.61% | 48,580 | -19,477 | -28.6% | -$213.64万 | 减仓 |
| INFL | LISTED FDS TR | $531.38万 | 0.61% | 102,071 | -45,942 | -31.0% | -$239.17万 | 减仓 |
| HSY | HERSHEY CO | $525.82万 | 0.60% | 25,293 | -48 | -0.2% | -$9,979 | 减仓 |
| AAPL | APPLE INC | $515.57万 | 0.59% | 20,315 | -287 | -1.4% | -$7.28万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $473.37万 | 0.54% | 282,272 | -117,135 | -29.3% | -$196.44万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $469.87万 | 0.54% | 189,694 | -48,882 | -20.5% | -$121.08万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $466.69万 | 0.54% | 176,509 | 19,888 | 12.7% | $52.58万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $460.42万 | 0.53% | 90,974 | -91,713 | -50.2% | -$464.16万 | 减仓 |
| ALLY | ALLY FINL INC | $454.01万 | 0.52% | 115,730 | -14,921 | -11.4% | -$58.54万 | 减仓 |
| KO | COCA COLA CO | $406.92万 | 0.47% | 53,507 | -1,160 | -2.1% | -$8.82万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $402.49万 | 0.46% | 192,027 | -96,210 | -33.4% | -$201.66万 | 减仓 |
| LLY | ELI LILLY & CO | $395.03万 | 0.45% | 4,295 | 8 | 0.2% | $7,358 | 加仓 |
| USB | US BANCORP | $383.60万 | 0.44% | 73,756 | -2,140 | -2.8% | -$11.13万 | 减仓 |
| KHC | KRAFT HEINZ CO | $380.43万 | 0.44% | 169,155 | 24,516 | 16.9% | $55.14万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $367.14万 | 0.42% | 15,147 | -386 | -2.5% | -$9.36万 | 减仓 |
| HD | HOME DEPOT INC | $354.92万 | 0.41% | 10,792 | -824 | -7.1% | -$27.10万 | 减仓 |
| VTRS | VIATRIS INC | $352.24万 | 0.41% | 260,728 | -8,931 | -3.3% | -$12.07万 | 减仓 |
| AMGN | AMGEN INC | $318.47万 | 0.37% | 9,051 | -390 | -4.1% | -$13.72万 | 减仓 |
| TSLA | TESLA INC | $314.43万 | 0.36% | 8,458 | 232 | 2.8% | $8.62万 | 加仓 |
| LOW | LOWES COS INC | $309.25万 | 0.36% | 13,088 | -200 | -1.5% | -$4.73万 | 减仓 |
| NVO | NOVO-NORDISK A S | $309.20万 | 0.36% | 84,135 | 84,135 | — | $309.20万 | 新建仓 |
| CSCO | CISCO SYS INC | $295.43万 | 0.34% | 38,076 | -3,880 | -9.2% | -$30.10万 | 减仓 |
| DGRS | WISDOMTREE TR | $292.33万 | 0.34% | 55,201 | -21,942 | -28.4% | -$116.20万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $292.25万 | 0.34% | 15,459 | -477 | -3.0% | -$9.02万 | 减仓 |
| ACWX | ISHARES TR | $287.46万 | 0.33% | 41,983 | -4,642 | -10.0% | -$31.78万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $275.98万 | 0.32% | 34,249 | -15,420 | -31.0% | -$124.25万 | 减仓 |
| SLB | SLB LIMITED | $267.99万 | 0.31% | 52,148 | 369 | 0.7% | $1.90万 | 加仓 |
| SJM | SMUCKER J M CO | $258.94万 | 0.30% | 26,850 | 1,522 | 6.0% | $14.68万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.25% | 3 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $214.71万 | 0.25% | 12,312 | 1,519 | 14.1% | $26.49万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $200.30万 | 0.23% | 97,046 | -48,881 | -33.5% | -$100.89万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $191.03万 | 0.22% | 13,707 | -1,976 | -12.6% | -$27.54万 | 减仓 |
| AMZN | AMAZON COM INC | $181.76万 | 0.21% | 8,727 | 57 | 0.7% | $1.19万 | 加仓 |
| RIO | RIO TINTO PLC | $168.82万 | 0.19% | 18,096 | -1,710 | -8.6% | -$15.95万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $160.98万 | 0.19% | 32,203 | -4,125 | -11.4% | -$20.62万 | 减仓 |
| SOLV | SOLVENTUM CORP | $157.73万 | 0.18% | 24,155 | -5,954 | -19.8% | -$38.88万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $156.54万 | 0.18% | 12,880 | -19,060 | -59.7% | -$231.66万 | 减仓 |
| NTAP | NETAPP INC | $147.50万 | 0.17% | 14,406 | -948 | -6.2% | -$9.71万 | 减仓 |
| HPQ | HP INC | $143.58万 | 0.17% | 74,741 | -63,430 | -45.9% | -$121.85万 | 减仓 |
| — | CAMBRIA ETF TR | $140.29万 | 0.16% | 119,802 | -48,209 | -28.7% | -$56.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $132.94万 | 0.15% | 4,519 | -767 | -14.5% | -$22.56万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $122.68万 | 0.14% | 24,064 | -22,217 | -48.0% | -$113.26万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $121.69万 | 0.14% | 3,602 | -871 | -19.5% | -$29.43万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $114.76万 | 0.13% | 2,570 | -58 | -2.2% | -$2.59万 | 减仓 |
| PSX | PHILLIPS 66 | $106.05万 | 0.12% | 5,821 | -50 | -0.9% | -$9,110 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $105.15万 | 0.12% | 20,756 | -1,249 | -5.7% | -$6.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $99.42万 | 0.11% | 2,686 | -74 | -2.7% | -$2.74万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $97.95万 | 0.11% | 39,513 | 867 | 2.2% | $2.15万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $97.27万 | 0.11% | 4,941 | -348 | -6.6% | -$6.85万 | 减仓 |
| GOOGL | ALPHABET INC | $95.82万 | 0.11% | 3,332 | -150 | -4.3% | -$4.31万 | 减仓 |
| RTX | RTX CORPORATION | $94.96万 | 0.11% | 4,923 | -465 | -8.6% | -$8.97万 | 减仓 |
| GOOG | ALPHABET INC | $91.86万 | 0.11% | 3,202 | -280 | -8.0% | -$8.03万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $88.45万 | 0.10% | 6,192 | 1,463 | 30.9% | $20.90万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $87.29万 | 0.10% | 7,435 | -39 | -0.5% | -$4,579 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $78.57万 | 0.09% | 1,325 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $78.20万 | 0.09% | 4,730 | -24 | -0.5% | -$3,968 | 减仓 |
| T | AT&T INC | $77.16万 | 0.09% | 26,615 | -306 | -1.1% | -$8,871 | 减仓 |
| MMM | 3M CO | $76.58万 | 0.09% | 5,273 | -1,928 | -26.8% | -$28.00万 | 减仓 |
| RRR | RED ROCK RESORTS INC | $74.70万 | 0.09% | 14,000 | -180 | -1.3% | -$9,605 | 减仓 |
| GNRC | GENERAC HLDGS INC | $69.85万 | 0.08% | 3,576 | -3,918 | -52.3% | -$76.53万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $69.10万 | 0.08% | 1,770 | -49 | -2.7% | -$1.91万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $68.06万 | 0.08% | 2,716 | -16 | -0.6% | -$4,009 | 减仓 |
| MTB | M & T BK CORP | $67.43万 | 0.08% | 3,262 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $67.38万 | 0.08% | 6,873 | -104 | -1.5% | -$1.02万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $66.63万 | 0.08% | 26,366 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $65.86万 | 0.08% | 10,014 | -991 | -9.0% | -$6.52万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $65.13万 | 0.07% | 3,082 | 32 | 1.0% | $6,762 | 加仓 |