Phillip James Consulting Co.
PLYMOUTH MN · SEC CIK 0002111830
$1.32亿2026Q1 申报市值
378持仓数
50.6%前十大占比 · 第一大 8.1%
305 / 1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
SCHWAB SHORT-TER 新建仓+$1,069.30万
BND 新建仓+$841.00万
SCHWAB US BROAD 新建仓+$826.00万
ISHARES MSCI EAF 新建仓+$700.80万
SCHWAB US LARGE- 新建仓+$588.40万
2026Q1 卖出最多 按季末市值估算
MS 减仓-$1.02万
SEALED AIR CORP 清仓-$2,000
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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| BIIB | BIOGEN INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| CRL | CHARLES RIVER LABORATORIES INTL INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| KMI | KINDER MORGAN INC | $1,000 | 0.00% | 48 | 48 | — | $1,000 | 新建仓 |
| ADSK | AUTODESK INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| CCL | CARNIVAL CORP | $1,000 | 0.00% | 26 | 26 | — | $1,000 | 新建仓 |
| KEY | KEYCORP | $1,000 | 0.00% | 35 | 35 | — | $1,000 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| EQIX | EQUINIX INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| RF | REGIONS FINANCIAL CORP | $1,000 | 0.00% | 69 | 69 | — | $1,000 | 新建仓 |
| FAST | FASTENAL CO | $1,000 | 0.00% | 24 | 24 | — | $1,000 | 新建仓 |
| — | SOUTHERN CO | $1,000 | 0.00% | 14 | 14 | — | $1,000 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| TJX | TJX COS INC | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| CSX | CSX CORP | $1,000 | 0.00% | 26 | 26 | — | $1,000 | 新建仓 |
| CTAS | CINTAS CORP | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| — | CRANE NXT CO | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| DUK | DUKE ENERGY CORP | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| — | UNITED RENTALS INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| CME | CME GROUP INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| — | EUROPEAN EQUITY FUND INC | $1,000 | 0.00% | 122 | 122 | — | $1,000 | 新建仓 |
| PHM | PULTEGROUP INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| — | XYLEM INC | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| DDOG | DOORDASH INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| — | SLB | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| D | DOMINION ENERGY INC | $1,000 | 0.00% | 9 | 9 | — | $1,000 | 新建仓 |
| SCZ | ISHARES MSCI ACWI ETF | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| LOW | LOWES COS INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| DLR | DIGITAL REALTY TRUST INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| NET | CLOUDFLARE INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| VTR | VENTAS INC | $1,000 | 0.00% | 11 | 11 | — | $1,000 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| AMGN | AMGEN INC | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1,000 | 0.00% | 18 | 18 | — | $1,000 | 新建仓 |
| CVS | CVS HEALTH CORP | $1,000 | 0.00% | 11 | 11 | — | $1,000 | 新建仓 |
| BLK | BLACKROCK INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| XEL | XCEL ENERGY INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| EOG | EOG RESOURCES INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| — | ELDORADO GOLD CORP | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,000 | 0.00% | 35 | 35 | — | $1,000 | 新建仓 |
| WAT | WATERS CORP | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $1,000 | 0.00% | 49 | 49 | — | $1,000 | 新建仓 |
| IT | GARTNER INC | $2,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $2,000 | 0.00% | 36 | 9 | 33.3% | $500 | 加仓 |
| CMI | CUMMINS INC | $2,000 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $2,000 | 0.00% | 7 | 5 | 250.0% | $1,429 | 加仓 |
| INTC | INTEL CORP | $2,000 | 0.00% | 53 | 32 | 152.4% | $1,208 | 加仓 |
| — | THOMSON REUTERS CORP | $2,000 | 0.00% | 30 | 30 | — | $2,000 | 新建仓 |
| COP | CONOCOPHILLIPS | $2,000 | 0.00% | 17 | 17 | — | $2,000 | 新建仓 |
| ADI | ANALOG DEVICES INC | $2,000 | 0.00% | 7 | 7 | — | $2,000 | 新建仓 |
| — | GE VERNOVA INC | $2,000 | 0.00% | 3 | 3 | — | $2,000 | 新建仓 |
| DOW | DOW INC | $2,000 | 0.00% | 53 | 53 | — | $2,000 | 新建仓 |
| — | VONTIER CORP | $2,000 | 0.00% | 80 | 80 | — | $2,000 | 新建仓 |
| HLT | HILTON WORLDWIDE HOLDINGS INC | $2,000 | 0.00% | 7 | 7 | — | $2,000 | 新建仓 |
| — | JACOBS SOLUTIONS INC | $2,000 | 0.00% | 17 | 17 | — | $2,000 | 新建仓 |
| — | KONTOOR BRANDS INC | $2,000 | 0.00% | 33 | 33 | — | $2,000 | 新建仓 |
| T | AT AND T INC | $2,000 | 0.00% | 89 | 89 | — | $2,000 | 新建仓 |
| — | PROSHARES ULTRA FINANCIALS | $2,000 | 0.00% | 38 | 38 | — | $2,000 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $2,000 | 0.00% | 22 | 22 | — | $2,000 | 新建仓 |
| CNXN | PTC INC | $2,000 | 0.00% | 15 | 15 | — | $2,000 | 新建仓 |
| — | ISHARES SHORT TREASURY BOND ETF | $2,000 | 0.00% | 25 | 25 | — | $2,000 | 新建仓 |
| LIN | LINDE PLC | $2,000 | 0.00% | 6 | 6 | — | $2,000 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $2,000 | 0.00% | 174 | 174 | — | $2,000 | 新建仓 |
| CAT | CATERPILLAR INC | $2,000 | 0.00% | 4 | 4 | — | $2,000 | 新建仓 |
| PM | PHILIP MORRIS INTERNATIONAL INC | $2,000 | 0.00% | 14 | 14 | — | $2,000 | 新建仓 |
| MET | METLIFE INC | $3,000 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $3,000 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $3,000 | 0.00% | 24 | 4 | 20.0% | $500 | 加仓 |
| USB | US BANCORP | $3,000 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $3,000 | 0.00% | 19 | 19 | — | $3,000 | 新建仓 |
| — | CENTERPOINT ENERGY INC | $3,000 | 0.00% | 75 | 75 | — | $3,000 | 新建仓 |
| — | TRACTOR SUPPLY CO | $3,000 | 0.00% | 70 | 70 | — | $3,000 | 新建仓 |
| — | GE AEROSPACE | $3,000 | 0.00% | 12 | 12 | — | $3,000 | 新建仓 |
| — | RAYMOND JAMES FINANCIAL INC | $3,000 | 0.00% | 24 | 24 | — | $3,000 | 新建仓 |
| NFLX | NETFLIX INC | $3,000 | 0.00% | 38 | 38 | — | $3,000 | 新建仓 |
| RTX | RTX CORP | $3,000 | 0.00% | 17 | 17 | — | $3,000 | 新建仓 |
| XLK | HEALTH CARE SELECT SECTOR SPDR ETF | $3,000 | 0.00% | 25 | 25 | — | $3,000 | 新建仓 |
| — | ISHARES ESG AWARE MSCI EM ETF | $3,000 | 0.00% | 78 | 78 | — | $3,000 | 新建仓 |
| MA | MASTERCARD INC | $3,000 | 0.00% | 7 | 7 | — | $3,000 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,000 | 0.00% | 25 | 25 | — | $3,000 | 新建仓 |
| VFC | VF CORP | $4,000 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| — | YUM CHINA HOLDINGS INC | $4,000 | 0.00% | 90 | 90 | — | $4,000 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $4,000 | 0.00% | 13 | 13 | — | $4,000 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $4,000 | 0.00% | 50 | 50 | — | $4,000 | 新建仓 |
| — | MILLROSE PROPERTIES INC | $4,000 | 0.00% | 175 | 175 | — | $4,000 | 新建仓 |
| COST | COSTCO WHOLESALE CORP | $4,000 | 0.00% | 5 | 5 | — | $4,000 | 新建仓 |
| — | VANGUARD SHORT-TERM INFLATION-PROTECTED ETF | $4,000 | 0.00% | 100 | 100 | — | $4,000 | 新建仓 |
| — | CANADIAN PACIFIC KANSAS CITY LTD | $4,000 | 0.00% | 55 | 55 | — | $4,000 | 新建仓 |
| SSYS | STRATASYS LTD | $4,000 | 0.00% | 639 | 639 | — | $4,000 | 新建仓 |
| CI | THE CIGNA GROUP | $5,000 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $5,000 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $5,000 | 0.00% | 71 | 71 | — | $5,000 | 新建仓 |
| PLD | PROLOGIS INC | $5,000 | 0.00% | 40 | 40 | — | $5,000 | 新建仓 |
| ADM | ARCHER-DANIELS-MIDLAND CO | $5,000 | 0.00% | 76 | 76 | — | $5,000 | 新建仓 |
| — | PACER US CASH COWS 100 ETF | $6,000 | 0.00% | 100 | 100 | — | $6,000 | 新建仓 |
| NDAQ | NASDAQ INC | $7,000 | 0.01% | 94 | 13 | 16.0% | $968 | 加仓 |