Phillip James Consulting Co.
PLYMOUTH MN · SEC CIK 0002111830
$1.50亿2026Q2 申报市值
332持仓数
57.8%前十大占比 · 第一大 10.2%
95 / 162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
EWA 新建仓+$1,526.04万
SCHO 新建仓+$1,179.30万
VTV 新建仓+$1,045.48万
SCHB 新建仓+$1,036.59万
SCHV 新建仓+$695.65万
2026Q2 卖出最多 按季末市值估算
SCHWAB SHORT-TER 清仓-$1,069.30万
BND 清仓-$841.00万
SCHWAB US BROAD 清仓-$826.00万
ISHARES MSCI EAF 清仓-$700.80万
SCHWAB US LARGE- 清仓-$588.40万
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 |
|---|---|---|---|---|---|---|---|---|
| EWA | ISHARES INC | $1,526.04万 | 10.19% | 170,454 | 170,454 | — | $1,526.04万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,179.30万 | 7.87% | 488,526 | 488,526 | — | $1,179.30万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $1,045.48万 | 6.98% | 50,815 | 50,815 | — | $1,045.48万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,036.59万 | 6.92% | 357,939 | 357,939 | — | $1,036.59万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $695.65万 | 4.64% | 199,843 | 199,843 | — | $695.65万 | 新建仓 |
| WT | WISDOMTREE INC | $668.06万 | 4.46% | 89,570 | 89,570 | — | $668.06万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $651.53万 | 4.35% | 21,494 | 21,494 | — | $651.53万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $644.76万 | 4.30% | 41,789 | 41,789 | — | $644.76万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $613.54万 | 4.10% | 78,750 | 69,298 | 733.2% | $539.90万 | 加仓 |
| — | HARBOR ETF TRUST | $589.72万 | 3.94% | 212,897 | 212,897 | — | $589.72万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $525.88万 | 3.51% | 145,553 | 145,553 | — | $525.88万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $438.64万 | 2.93% | 49,913 | 49,913 | — | $438.64万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $438.31万 | 2.93% | 11,845 | -2,732 | -18.7% | -$101.09万 | 减仓 |
| VGT | VANGUARD WORLD FD | $311.71万 | 2.08% | 26,080 | 26,080 | — | $311.71万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $286.39万 | 1.91% | 55,309 | 55,309 | — | $286.39万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $265.75万 | 1.77% | 37,298 | 37,298 | — | $265.75万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $262.67万 | 1.75% | 25,490 | 25,490 | — | $262.67万 | 新建仓 |
| IVZ | INVESCO LTD | $242.86万 | 1.62% | 88,120 | 88,120 | — | $242.86万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $236.93万 | 1.58% | 5,659 | 5,659 | — | $236.93万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $207.90万 | 1.39% | 43,205 | 43,205 | — | $207.90万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $207.39万 | 1.38% | 35,962 | 35,962 | — | $207.39万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $195.19万 | 1.30% | 53,830 | 53,830 | — | $195.19万 | 新建仓 |
| SLYV | SPDR SERIES TRUST | $183.10万 | 1.22% | 16,781 | 16,781 | — | $183.10万 | 新建仓 |
| AAPL | APPLE INC | $181.43万 | 1.21% | 6,270 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $165.43万 | 1.10% | 3,306 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $127.65万 | 0.85% | 14,932 | 14,932 | — | $127.65万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $114.17万 | 0.76% | 19,127 | 19,127 | — | $114.17万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $92.81万 | 0.62% | 2,340 | 2,340 | — | $92.81万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $76.52万 | 0.51% | 9,683 | 9,683 | — | $76.52万 | 新建仓 |
| MDT | MEDTRONIC PLC | $75.75万 | 0.51% | 9,683 | 1,750 | 22.1% | $13.69万 | 加仓 |
| VHT | VANGUARD WORLD FD | $75.05万 | 0.50% | 2,510 | 2,510 | — | $75.05万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $74.91万 | 0.50% | 10,001 | 10,001 | — | $74.91万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.50% | 1 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $73.24万 | 0.49% | 8,502 | 8,502 | — | $73.24万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $72.52万 | 0.48% | 3,065 | 3,065 | — | $72.52万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $64.48万 | 0.43% | 4,900 | 4,900 | — | $64.48万 | 新建仓 |
| IWV | ISHARES TR | $58.03万 | 0.39% | 1,361 | 1,361 | — | $58.03万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.04万 | 0.38% | 1,373 | -186 | -11.9% | -$7.73万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $52.06万 | 0.35% | 11,896 | 11,896 | — | $52.06万 | 新建仓 |
| MSFT | MICROSOFT CORP | $44.76万 | 0.30% | 1,200 | 57 | 5.0% | $2.13万 | 加仓 |
| GLW | CORNING INC | $36.78万 | 0.25% | 1,440 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $35.41万 | 0.24% | 7,382 | -42,120 | -85.1% | -$202.03万 | 减仓 |
| VEEV | VEEVA SYS INC | $33.61万 | 0.22% | 1,894 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $32.70万 | 0.22% | 915 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $32.68万 | 0.22% | 925 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $30.63万 | 0.20% | 850 | 850 | — | $30.63万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.63万 | 0.20% | 510 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $29.49万 | 0.20% | 5,590 | 5,590 | — | $29.49万 | 新建仓 |
| AMZN | AMAZON COM INC | $29.22万 | 0.20% | 1,226 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $26.91万 | 0.18% | 3,547 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $26.80万 | 0.18% | 2,282 | -48 | -2.1% | -$5,638 | 减仓 |
| SPYV | SPDR SERIES TRUST | $26.24万 | 0.18% | 4,317 | 4,317 | — | $26.24万 | 新建仓 |
| LLY | ELI LILLY & CO | $24.83万 | 0.17% | 207 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $24.56万 | 0.16% | 1,565 | 1,565 | — | $24.56万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $24.53万 | 0.16% | 966 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $24.40万 | 0.16% | 1,868 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $17.03万 | 0.11% | 304 | 304 | — | $17.03万 | 新建仓 |
| META | META PLATFORMS INC | $16.95万 | 0.11% | 301 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $15.76万 | 0.11% | 466 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $15.02万 | 0.10% | 3,520 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $14.92万 | 0.10% | 435 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $13.71万 | 0.09% | 326 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $13.64万 | 0.09% | 4,544 | 4,544 | — | $13.64万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $13.40万 | 0.09% | 1,455 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $12.00万 | 0.08% | 349 | 349 | — | $12.00万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $11.55万 | 0.08% | 427 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $11.16万 | 0.07% | 427 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $10.93万 | 0.07% | 1,136 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $10.54万 | 0.07% | 495 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $10.18万 | 0.07% | 792 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD ADMIRAL FDS INC | $10.11万 | 0.07% | 735 | 735 | — | $10.11万 | 新建仓 |
| AME | AMETEK INC | $9.87万 | 0.07% | 408 | 408 | — | $9.87万 | 新建仓 |
| BILL | BILL HOLDINGS INC | $9.87万 | 0.07% | 1,077 | 1,077 | — | $9.87万 | 新建仓 |
| KLAC | KLA CORP | $9.65万 | 0.06% | 320 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $9.59万 | 0.06% | 72 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $8.49万 | 0.06% | 374 | 374 | — | $8.49万 | 新建仓 |
| DHR | DANAHER CORP DEL | $8.19万 | 0.05% | 430 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $7.86万 | 0.05% | 240 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $7.67万 | 0.05% | 523 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $7.59万 | 0.05% | 525 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $7.27万 | 0.05% | 750 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $7.13万 | 0.05% | 400 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $7.12万 | 0.05% | 660 | 38 | 6.1% | $4,098 | 加仓 |
| BAC | BANK OF AMER CORP | $7.01万 | 0.05% | 1,231 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $6.87万 | 0.05% | 3,960 | 3,960 | — | $6.87万 | 新建仓 |
| GIS | GENERAL MILLS INC | $6.74万 | 0.05% | 1,938 | 299 | 18.2% | $1.04万 | 加仓 |
| VO | VANGUARD INDEX FDS | $6.61万 | 0.04% | 820 | 820 | — | $6.61万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $6.40万 | 0.04% | 142 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $6.26万 | 0.04% | 64 | 2 | 3.2% | $1,956 | 重新持有 |
| C | CITIGROUP INC | $6.24万 | 0.04% | 446 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $6.10万 | 0.04% | 219 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $5.93万 | 0.04% | 1,452 | 1,452 | — | $5.93万 | 新建仓 |
| EMR | EMERSON ELEC CO | $5.80万 | 0.04% | 405 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $5.66万 | 0.04% | 125 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $5.49万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $5.46万 | 0.04% | 403 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $5.28万 | 0.04% | 360 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.23万 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $5.19万 | 0.03% | 639 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $4.73万 | 0.03% | 103 | 3 | 3.0% | $1,376 | 重新持有 |