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 |
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IPAR | INTERPARFUMS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VNT | VONTIER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CR | CRANE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -40 | -100.0% | -$2,000 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KTB | KONTOOR BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PTC | PTC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOLS | SOLSTICE ADVANCED MATLS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | RESIDEO TECHNOLOGIES INC | $11 | 0.00% | 3 | 3 | — | $11 | 新建仓 |
| PENN | PARKER-HANNIFIN CORP | $962 | 0.00% | 64 | 64 | — | $962 | 新建仓 |
| WY | WASTE MANAGEMENT INC | $977 | 0.00% | 40 | 40 | — | $977 | 新建仓 |
| MS | MORGAN STANLEY | $1,000 | 0.00% | 8 | -82 | -91.1% | -$1.02万 | 减仓 |
| CARR | CARRIER GLOBAL CORP | $1,000 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS INC | $1,000 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTERNATIONAL GROUP INC | $1,000 | 0.00% | 16 | 13 | 433.3% | $812 | 加仓 |
| MTB | M AND T BANK CORP | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| — | SEALED AIR CORP | $1,000 | 0.00% | 40 | 40 | — | $1,000 | 新建仓 |
| KKR | KKR AND CO INC | $1,000 | 0.00% | 19 | 19 | — | $1,000 | 新建仓 |
| O | REALTY INCOME CORP | $1,000 | 0.00% | 16 | 16 | — | $1,000 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| TRV | TRAVELERS COS INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $1,000 | 0.00% | 31 | 31 | — | $1,000 | 新建仓 |
| — | INSULET CORP | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| APO | APOLLO GLOBAL MANAGEMENT INC | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| — | LABCORP HOLDINGS INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| VLO | VALERO ENERGY CORP | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| RGEN | RESMED INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| — | FERGUSON ENTERPRISES INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| HSY | HERSHEY CO | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| MLM | MARTIN MARIETTA MATERIALS INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| CBRE | CBRE GROUP INC | $1,000 | 0.00% | 9 | 9 | — | $1,000 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| GM | GENERAL MOTORS CO | $1,000 | 0.00% | 16 | 16 | — | $1,000 | 新建仓 |
| FCX | FREEPORT-MCMORAN INC | $1,000 | 0.00% | 14 | 14 | — | $1,000 | 新建仓 |
| IDXX | IDEXX LABORATORIES INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| SRE | SEMPRA | $1,000 | 0.00% | 15 | 15 | — | $1,000 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| PODD | IQVIA HOLDINGS INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| NSC | NORFOLK SOUTHERN CORP | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| TMUS | T-MOBILE US INC | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| MMM | 3M CO | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| — | CRANE CO | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| — | MCKESSON CORP | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| PCG | PGE CORP | $1,000 | 0.00% | 27 | 27 | — | $1,000 | 新建仓 |
| — | MONSTER BEVERAGE CORP | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| CFG | CITIZENS FINANCIAL GROUP INC | $1,000 | 0.00% | 19 | 19 | — | $1,000 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| SCHW | CHARLES SCHWAB CORP | $1,000 | 0.00% | 12 | 12 | — | $1,000 | 新建仓 |
| AWK | AMERICAN WATER WORKS CO INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| NTRS | NORTHERN TRUST CORP | $1,000 | 0.00% | 9 | 9 | — | $1,000 | 新建仓 |
| MAR | MARRIOTT INTERNATIONAL INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| ES | EVERSOURCE ENERGY | $1,000 | 0.00% | 13 | 13 | — | $1,000 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| SYK | STRYKER CORP | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| DG | DOLLAR GENERAL CORP | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS AND FRAGRANCES INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1,000 | 0.00% | 18 | 18 | — | $1,000 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $1,000 | 0.00% | 22 | 22 | — | $1,000 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| UPS | UNITED PARCEL SERVICE INC | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| DB | DEUTSCHE BANK AG | $1,000 | 0.00% | 33 | 33 | — | $1,000 | 新建仓 |
| ILMN | ILLUMINA INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| ALL | ALLSTATE CORP | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| — | SNOWFLAKE INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| — | TRUIST FINANCIAL CORP | $1,000 | 0.00% | 26 | 26 | — | $1,000 | 新建仓 |
| — | ARISTA NETWORKS INC | $1,000 | 0.00% | 12 | 12 | — | $1,000 | 新建仓 |
| APH | AMPHENOL CORP | $1,000 | 0.00% | 9 | 9 | — | $1,000 | 新建仓 |
| — | DRAFTKINGS INC | $1,000 | 0.00% | 50 | 50 | — | $1,000 | 新建仓 |
| MO | ALTRIA GROUP INC | $1,000 | 0.00% | 16 | 16 | — | $1,000 | 新建仓 |
| HAL | HALLIBURTON CO | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| PGR | PROGRESSIVE CORP | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| BKR | BAKER HUGHES CO | $1,000 | 0.00% | 11 | 11 | — | $1,000 | 新建仓 |
| NEM | NEWMONT CORP | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| CL | COLGATE-PALMOLIVE CO | $1,000 | 0.00% | 14 | 14 | — | $1,000 | 新建仓 |
| DE | DEERE CO | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $1,000 | 0.00% | 18 | 18 | — | $1,000 | 新建仓 |
| QCOM | QUALCOMM INC | $1,000 | 0.00% | 14 | 14 | — | $1,000 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| EIX | EDISON INTERNATIONAL | $1,000 | 0.00% | 9 | 9 | — | $1,000 | 新建仓 |