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 |
|---|---|---|---|---|---|---|---|---|
| RMD | RESMED INC | $780 | 0.00% | 4 | 4 | — | $780 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $795 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $807 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $810 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $823 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $824 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $826 | 0.00% | 31 | 31 | — | $826 | 新建仓 |
| BIIB | BIOGEN INC | $864 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $872 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $880 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $882 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $886 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $903 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $918 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $940 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $944 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $952 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $952 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $961 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $962 | 0.00% | 1 | 1 | — | $962 | 新建仓 |
| NET | CLOUDFLARE INC | $981 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $991 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $993 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $1,019 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $1,024 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $1,042 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1,042 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $1,063 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1,107 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $1,107 | 0.00% | 6 | 6 | — | $1,107 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $1,112 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $1,114 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,126 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1,133 | 0.00% | 1 | 1 | — | $1,133 | 新建仓 |
| NU | NU HLDGS LTD | $1,136 | 0.00% | 85 | 85 | — | $1,136 | 新建仓 |
| CVS | CVS HEALTH CORP | $1,138 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $1,151 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1,153 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $1,192 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $1,212 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $1,212 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $1,233 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $1,236 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $1,263 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $1,263 | 0.00% | 50 | 50 | — | $1,263 | 新建仓 |
| DE | DEERE & CO | $1,269 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $1,270 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $1,284 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $1,295 | 0.00% | 26 | 26 | — | $1,295 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1,299 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1,311 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $1,320 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $1,331 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $1,340 | 0.00% | 14 | 14 | — | $1,340 | 新建仓 |
| — | EUROPEAN EQUITY FD INC | $1,341 | 0.00% | 122 | 122 | — | $1,341 | 新建仓 |
| TMUS | T-MOBILE US INC | $1,342 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $1,369 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1,391 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1,450 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1,482 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,526 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $1,535 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $1,565 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $1,587 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $1,614 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $1,680 | 0.00% | 6 | 6 | — | $1,680 | 新建仓 |
| IT | GARTNER INC | $1,685 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $1,704 | 0.00% | 15 | 0 | 0.0% | — | 重新持有 |
| KKR | KKR & CO INC | $1,744 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $1,767 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $1,811 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $1,838 | 0.00% | 311 | 262 | 534.7% | $1,548 | 加仓 |
| T | AT&T INC | $1,842 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $1,892 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $1,931 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $2,039 | 0.00% | 12 | 12 | — | $2,039 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $2,046 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $2,084 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $2,124 | 0.00% | 59 | 50 | 555.6% | $1,800 | 重新持有 |
| J | JACOBS SOLUTIONS INC | $2,142 | 0.00% | 17 | 0 | 0.0% | — | 重新持有 |
| TSCO | TRACTOR SUPPLY CO | $2,213 | 0.00% | 70 | 0 | 0.0% | — | 重新持有 |
| CR | CRANE COMPANY | $2,231 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,313 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $2,320 | 0.00% | 80 | 0 | 0.0% | — | 重新持有 |
| TRI | THOMSON REUTERS CORP | $2,368 | 0.00% | 29 | 29 | — | $2,368 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $2,533 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2,587 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $2,713 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $2,750 | 0.00% | 33 | 0 | 0.0% | — | 重新持有 |
| ADI | ANALOG DEVICES INC | $2,780 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2,853 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,917 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $2,952 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,085 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $3,114 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $3,225 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $3,252 | 0.00% | 38 | 38 | — | $3,252 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $3,303 | 0.00% | 75 | 0 | 0.0% | — | 重新持有 |
| GEV | GE VERNOVA INC | $3,525 | 0.00% | 3 | 3 | — | $3,525 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $3,595 | 0.00% | 7 | 0 | 0.0% | — | 不变 |