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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES ESG MSCI KLD 400 ETF | $0 | 0.00% | 0 | -88 | -100.0% | -$1.00万 | 清仓 |
| — | SCHWAB US LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -310 | -100.0% | -$9,000 | 清仓 |
| — | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -233 | -100.0% | -$8,000 | 清仓 |
| — | WATTS WATER TECHNOLOGIES INC | $0 | 0.00% | 0 | -28 | -100.0% | -$8,000 | 清仓 |
| — | INTER PARFUMS INC | $0 | 0.00% | 0 | -93 | -100.0% | -$8,000 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -44 | -100.0% | -$7,000 | 清仓 |
| — | TEXAS INSTRUMENTS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$7,000 | 清仓 |
| — | PACER US CASH COWS 100 ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$6,000 | 清仓 |
| — | MILLROSE PROPERTIES INC | $0 | 0.00% | 0 | -175 | -100.0% | -$4,000 | 清仓 |
| — | CANADIAN PACIFIC KANSAS CITY LTD | $0 | 0.00% | 0 | -55 | -100.0% | -$4,000 | 清仓 |
| — | VANGUARD SHORT-TERM INFLATION-PROTECTED ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$4,000 | 清仓 |
| — | YUM CHINA HOLDINGS INC | $0 | 0.00% | 0 | -90 | -100.0% | -$4,000 | 清仓 |
| — | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -75 | -100.0% | -$3,000 | 清仓 |
| — | ISHARES ESG AWARE MSCI EM ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$3,000 | 清仓 |
| — | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -70 | -100.0% | -$3,000 | 清仓 |
| XLK | HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$3,000 | 清仓 |
| — | GE AEROSPACE | $0 | 0.00% | 0 | -12 | -100.0% | -$3,000 | 清仓 |
| — | RAYMOND JAMES FINANCIAL INC | $0 | 0.00% | 0 | -24 | -100.0% | -$3,000 | 清仓 |
| — | VONTIER CORP | $0 | 0.00% | 0 | -80 | -100.0% | -$2,000 | 清仓 |
| — | GE VERNOVA INC | $0 | 0.00% | 0 | -3 | -100.0% | -$2,000 | 清仓 |
| — | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,000 | 清仓 |
| CNXN | PTC INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,000 | 清仓 |
| — | PROSHARES ULTRA FINANCIALS | $0 | 0.00% | 0 | -38 | -100.0% | -$2,000 | 清仓 |
| — | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -33 | -100.0% | -$2,000 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$2,000 | 清仓 |
| — | ISHARES SHORT TREASURY BOND ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$2,000 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -22 | -100.0% | -$1,000 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,000 | 清仓 |
| — | ELDORADO GOLD CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,000 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,000 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,000 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,000 | 清仓 |
| — | MCKESSON CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$1,000 | 清仓 |
| — | SNOWFLAKE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,000 | 清仓 |
| — | CRANE NXT CO | $0 | 0.00% | 0 | -10 | -100.0% | -$1,000 | 清仓 |
| — | SEALED AIR CORP | $0 | 0.00% | 0 | -40 | -100.0% | -$1,000 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,000 | 清仓 |
| — | CRANE CO | $0 | 0.00% | 0 | -10 | -100.0% | -$1,000 | 清仓 |
| RGEN | RESMED INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,000 | 清仓 |
| AWK | AMERICAN WATER WORKS CO INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,000 | 清仓 |
| — | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,000 | 清仓 |
| — | MONSTER BEVERAGE CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,000 | 清仓 |
| DDOG | DOORDASH INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,000 | 清仓 |
| — | SLB | $0 | 0.00% | 0 | -8 | -100.0% | -$1,000 | 清仓 |
| SCZ | ISHARES MSCI ACWI ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$1,000 | 清仓 |
| — | DRAFTKINGS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,000 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,000 | 清仓 |
| — | UNITED RENTALS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,000 | 清仓 |
| — | XYLEM INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,000 | 清仓 |
| — | EUROPEAN EQUITY FUND INC | $0 | 0.00% | 0 | -122 | -100.0% | -$1,000 | 清仓 |
| — | TRUIST FINANCIAL CORP | $0 | 0.00% | 0 | -26 | -100.0% | -$1,000 | 清仓 |
| BKR | BAKER HUGHES CO | $0 | 0.00% | 0 | -11 | -100.0% | -$1,000 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -26 | -100.0% | -$1,000 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -31 | -100.0% | -$1,000 | 清仓 |
| — | INSULET CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,000 | 清仓 |
| — | SOUTHERN CO | $0 | 0.00% | 0 | -14 | -100.0% | -$1,000 | 清仓 |
| — | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,000 | 清仓 |
| PCG | PGE CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$1,000 | 清仓 |
| — | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,000 | 清仓 |
| WY | WASTE MANAGEMENT INC | $0 | 0.00% | 0 | -40 | -100.0% | -$977 | 清仓 |
| PENN | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -64 | -100.0% | -$962 | 清仓 |
| — | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$11 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW | $62 | 0.00% | 2 | 2 | — | $62 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $93 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| KD | KYNDRYL HLDGS INC | $226 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $304 | 0.00% | 2 | -1 | -33.3% | -$152 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $337 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $340 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $345 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $351 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $362 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $372 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $372 | 0.00% | 8 | 8 | — | $372 | 新建仓 |
| EOG | EOG RES INC | $389 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $442 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $443 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| CRL | CHARLES RIV LABS INTL INC | $454 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $475 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $475 | 0.00% | 2 | 2 | — | $475 | 新建仓 |
| XEL | XCEL ENERGY INC | $482 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $500 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $512 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| IDXX | IDEXX LABS INC | $526 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $527 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $539 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $577 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $591 | 0.00% | 5 | 5 | — | $591 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $592 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $615 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $638 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $670 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $673 | 0.00% | 7 | 7 | — | $673 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $695 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $703 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $717 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $743 | 0.00% | 26 | 26 | — | $743 | 新建仓 |
| WAT | WATERS CORP | $750 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $752 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $756 | 0.00% | 1 | 1 | — | $756 | 新建仓 |
| SNOW | SNOWFLAKE INC | $764 | 0.00% | 3 | 3 | — | $764 | 新建仓 |