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 |
|---|---|---|---|---|---|---|---|---|
| — | TEXAS INSTRUMENTS INC | $7,000 | 0.01% | 39 | 39 | — | $7,000 | 新建仓 |
| — | PACER US CASH COWS 100 ETF | $6,000 | 0.00% | 100 | 100 | — | $6,000 | 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 |
| 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 |
| 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 |
| 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 |
| 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 |