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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| PCAR | PACCAR INC | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| BIIB | BIOGEN INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| CRL | CHARLES RIVER LABORATORIES INTL INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| KMI | KINDER MORGAN INC | $1,000 | 0.00% | 48 | 48 | — | $1,000 | 新建仓 |
| ADSK | AUTODESK INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| CCL | CARNIVAL CORP | $1,000 | 0.00% | 26 | 26 | — | $1,000 | 新建仓 |
| KEY | KEYCORP | $1,000 | 0.00% | 35 | 35 | — | $1,000 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| EQIX | EQUINIX INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| RF | REGIONS FINANCIAL CORP | $1,000 | 0.00% | 69 | 69 | — | $1,000 | 新建仓 |
| FAST | FASTENAL CO | $1,000 | 0.00% | 24 | 24 | — | $1,000 | 新建仓 |
| — | SOUTHERN CO | $1,000 | 0.00% | 14 | 14 | — | $1,000 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| TJX | TJX COS INC | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| CSX | CSX CORP | $1,000 | 0.00% | 26 | 26 | — | $1,000 | 新建仓 |
| CTAS | CINTAS CORP | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| — | CRANE NXT CO | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| DUK | DUKE ENERGY CORP | $1,000 | 0.00% | 7 | 7 | — | $1,000 | 新建仓 |
| — | UNITED RENTALS INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| CME | CME GROUP INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| — | EUROPEAN EQUITY FUND INC | $1,000 | 0.00% | 122 | 122 | — | $1,000 | 新建仓 |
| PHM | PULTEGROUP INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| — | XYLEM INC | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| DDOG | DOORDASH INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| — | SLB | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| D | DOMINION ENERGY INC | $1,000 | 0.00% | 9 | 9 | — | $1,000 | 新建仓 |
| SCZ | ISHARES MSCI ACWI ETF | $1,000 | 0.00% | 8 | 8 | — | $1,000 | 新建仓 |
| LOW | LOWES COS INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| DLR | DIGITAL REALTY TRUST INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| NET | CLOUDFLARE INC | $1,000 | 0.00% | 4 | 4 | — | $1,000 | 新建仓 |
| VTR | VENTAS INC | $1,000 | 0.00% | 11 | 11 | — | $1,000 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $1,000 | 0.00% | 10 | 10 | — | $1,000 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| AMGN | AMGEN INC | $1,000 | 0.00% | 5 | 5 | — | $1,000 | 新建仓 |
| CRWD | CROWDSTRIKE HOLDINGS INC | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1,000 | 0.00% | 18 | 18 | — | $1,000 | 新建仓 |
| CVS | CVS HEALTH CORP | $1,000 | 0.00% | 11 | 11 | — | $1,000 | 新建仓 |
| BLK | BLACKROCK INC | $1,000 | 0.00% | 1 | 1 | — | $1,000 | 新建仓 |
| XEL | XCEL ENERGY INC | $1,000 | 0.00% | 6 | 6 | — | $1,000 | 新建仓 |
| EOG | EOG RESOURCES INC | $1,000 | 0.00% | 3 | 3 | — | $1,000 | 新建仓 |
| — | ELDORADO GOLD CORP | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,000 | 0.00% | 35 | 35 | — | $1,000 | 新建仓 |
| WAT | WATERS CORP | $1,000 | 0.00% | 2 | 2 | — | $1,000 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $1,000 | 0.00% | 49 | 49 | — | $1,000 | 新建仓 |
| WY | WASTE MANAGEMENT INC | $977 | 0.00% | 40 | 40 | — | $977 | 新建仓 |
| PENN | PARKER-HANNIFIN CORP | $962 | 0.00% | 64 | 64 | — | $962 | 新建仓 |
| — | RESIDEO TECHNOLOGIES INC | $11 | 0.00% | 3 | 3 | — | $11 | 新建仓 |
| 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 |