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 |
|---|---|---|---|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | $3,649 | 0.00% | 24 | 6 | 33.3% | $912 | 重新持有 |
| YUMC | YUM CHINA HLDGS INC | $3,678 | 0.00% | 90 | 0 | 0.0% | — | 重新持有 |
| USB | US BANCORP | $3,805 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $3,909 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $3,936 | 0.00% | 236 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $4,061 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $4,260 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $4,485 | 0.00% | 12 | 12 | — | $4,485 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,677 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4,766 | 0.00% | 55 | 55 | — | $4,766 | 新建仓 |
| RS | RELIANCE INC | $4,857 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $4,860 | 0.00% | 66 | 0 | 0.0% | — | 重新持有 |
| VTIP | VANGUARD MALVERN FDS | $5,023 | 0.00% | 100 | 100 | — | $5,023 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $5,085 | 0.00% | 23 | 23 | — | $5,085 | 新建仓 |
| HON | HONEYWELL INTL INC | $5,150 | 0.00% | 23 | -23 | -50.0% | -$5,150 | 减仓 |
| MRP | MILLROSE PPTYS INC | $5,259 | 0.00% | 175 | 175 | — | $5,259 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5,389 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $5,419 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $5,789 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $5,806 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $6,016 | 0.00% | 44 | 44 | — | $6,016 | 新建仓 |
| COWZ | PACER FDS TR | $6,220 | 0.00% | 100 | 100 | — | $6,220 | 新建仓 |
| EXEL | EXELIXIS INC | $6,801 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $7,046 | 0.00% | 393 | 0 | 0.0% | — | 重新持有 |
| AON | AON PLC | $7,297 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $7,329 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $7,400 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $7,409 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $7,693 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $8,198 | 0.01% | 19 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $8,915 | 0.01% | 40 | 4 | 11.1% | $892 | 重新持有 |
| FISV | FISERV INC | $8,927 | 0.01% | 182 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $8,976 | 0.01% | 33 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $9,324 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IPAR | INTERPARFUMS INC | $1.04万 | 0.01% | 93 | 0 | 0.0% | — | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR | $1.05万 | 0.01% | 310 | 310 | — | $1.05万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1.10万 | 0.01% | 300 | 300 | — | $1.10万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $1.10万 | 0.01% | 28 | 28 | — | $1.10万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1.16万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $1.16万 | 0.01% | 39 | 7 | 21.9% | $2,087 | 重新持有 |
| FTV | FORTIVE CORP | $1.22万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.26万 | 0.01% | 142 | 0 | 0.0% | — | 重新持有 |
| TM | TOYOTA MOTOR CORP | $1.40万 | 0.01% | 83 | 83 | — | $1.40万 | 新建仓 |
| PFE | PFIZER INC | $1.40万 | 0.01% | 581 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $1.44万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $1.48万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1.50万 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $1.52万 | 0.01% | 168 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $1.55万 | 0.01% | 21 | 21 | — | $1.55万 | 新建仓 |
| WMT | WALMART INC | $1.60万 | 0.01% | 141 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1.64万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.64万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $1.66万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $1.67万 | 0.01% | 34 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $1.68万 | 0.01% | 397 | 397 | — | $1.68万 | 新建仓 |
| BX | BLACKSTONE INC | $1.68万 | 0.01% | 143 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $1.74万 | 0.01% | 70 | 70 | — | $1.74万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.75万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| SSYS | STRATASYS LTD | $1.79万 | 0.01% | 2,093 | 1,454 | 227.5% | $1.24万 | 加仓 |
| — | GLOBAL X FDS | $1.85万 | 0.01% | 945 | 945 | — | $1.85万 | 新建仓 |
| NOBL | PROSHARES TR | $1.85万 | 0.01% | 330 | 330 | — | $1.85万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $1.95万 | 0.01% | 550 | 550 | — | $1.95万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1.96万 | 0.01% | 503 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $2.00万 | 0.01% | 280 | 280 | — | $2.00万 | 新建仓 |
| — | IMPAX FUNDS SERIES TRUST I | $2.05万 | 0.01% | 785 | 785 | — | $2.05万 | 新建仓 |
| MS | MORGAN STANLEY | $2.05万 | 0.01% | 98 | 90 | 1,125.0% | $1.88万 | 加仓 |
| HD | HOME DEPOT INC | $2.19万 | 0.01% | 62 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $2.24万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $2.33万 | 0.02% | 23 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.39万 | 0.02% | 85 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $2.44万 | 0.02% | 422 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $2.54万 | 0.02% | 280 | 280 | — | $2.54万 | 新建仓 |
| BA | BOEING CO | $2.55万 | 0.02% | 118 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $2.60万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2.72万 | 0.02% | 325 | 325 | — | $2.72万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $2.80万 | 0.02% | 169 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $2.81万 | 0.02% | 1,825 | 1,825 | — | $2.81万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $2.85万 | 0.02% | 215 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2.86万 | 0.02% | 66 | 66 | — | $2.86万 | 新建仓 |
| WFC | WELLS FARGO & CO | $2.95万 | 0.02% | 357 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $2.95万 | 0.02% | 120 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $3.07万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $3.11万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $3.17万 | 0.02% | 71 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $3.17万 | 0.02% | 350 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $3.50万 | 0.02% | 1,400 | 1,400 | — | $3.50万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.76万 | 0.03% | 75 | -3 | -3.8% | -$1,504 | 减仓 |
| CMCSA | COMCAST CORP NEW | $3.93万 | 0.03% | 1,600 | 131 | 8.9% | $3,216 | 加仓 |
| SPTS | SPDR SERIES TRUST | $3.93万 | 0.03% | 1,355 | 1,355 | — | $3.93万 | 新建仓 |
| STT | STATE STR CORP | $4.24万 | 0.03% | 250 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $4.52万 | 0.03% | 286 | 286 | — | $4.52万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $4.64万 | 0.03% | 232 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $4.66万 | 0.03% | 185 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $4.69万 | 0.03% | 113 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $4.73万 | 0.03% | 103 | 3 | 3.0% | $1,376 | 重新持有 |
| KO | COCA COLA CO | $5.19万 | 0.03% | 639 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.23万 | 0.03% | 425 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $5.28万 | 0.04% | 360 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $5.46万 | 0.04% | 403 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $5.49万 | 0.04% | 245 | 0 | 0.0% | — | 不变 |