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 |
|---|---|---|---|---|---|---|---|---|
| — | SPDR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF | $0 | 0.00% | 0 | -4,195 | -100.0% | -$7.20万 | 清仓 |
| — | VANGUARD MID-CAP ETF | $0 | 0.00% | 0 | -205 | -100.0% | -$5.80万 | 清仓 |
| — | ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF | $0 | 0.00% | 0 | -1,370 | -100.0% | -$5.70万 | 清仓 |
| — | AMERIPRISE FINANCIAL INC | $0 | 0.00% | 0 | -103 | -100.0% | -$4.50万 | 清仓 |
| — | ERSTE GROUP BANK AG | $0 | 0.00% | 0 | -775 | -100.0% | -$4.20万 | 清仓 |
| — | VANGUARD HIGH DIVIDEND YIELD ETF | $0 | 0.00% | 0 | -286 | -100.0% | -$4.20万 | 清仓 |
| — | SPDR PORTFOLIO SHORT TERM TREASURY ETF | $0 | 0.00% | 0 | -1,355 | -100.0% | -$3.90万 | 清仓 |
| — | ISHARES MSCI EMERGING MARKETS ETF | $0 | 0.00% | 0 | -640 | -100.0% | -$3.60万 | 清仓 |
| — | FIRST TRUST GLOBAL WIND ENERGY ETF | $0 | 0.00% | 0 | -1,400 | -100.0% | -$3.40万 | 清仓 |
| — | AMPLIFY LITHIUM BATTERY TECHNOLOGY ETF | $0 | 0.00% | 0 | -1,825 | -100.0% | -$2.70万 | 清仓 |
| — | VANGUARD SP 500 VALUE ETF | $0 | 0.00% | 0 | -130 | -100.0% | -$2.60万 | 清仓 |
| — | VANGUARD FTSE ALL-WORLD EX-US ETF | $0 | 0.00% | 0 | -325 | -100.0% | -$2.40万 | 清仓 |
| — | DAIICHI SANKYO CO LTD | $0 | 0.00% | 0 | -1,395 | -100.0% | -$2.40万 | 清仓 |
| — | SPDR PORTFOLIO SP 1500 COMP STK MKT ETF | $0 | 0.00% | 0 | -280 | -100.0% | -$2.20万 | 清仓 |
| — | LVMH MOET HENNESSY LOUIS VUITTON SE | $0 | 0.00% | 0 | -210 | -100.0% | -$2.20万 | 清仓 |
| — | INVESCO SOLAR ETF | $0 | 0.00% | 0 | -410 | -100.0% | -$2.20万 | 清仓 |
| QAI | IMPAX GLOBAL INFRASTRUCTURE ETF | $0 | 0.00% | 0 | -785 | -100.0% | -$2.00万 | 清仓 |
| — | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -70 | -100.0% | -$1.90万 | 清仓 |
| SDOG | ALPS CLEAN ENERGY ETF | $0 | 0.00% | 0 | -550 | -100.0% | -$1.80万 | 清仓 |
| — | PROSHARES SP 500 DIVIDEND ARISTOCRATS ETF | $0 | 0.00% | 0 | -165 | -100.0% | -$1.70万 | 清仓 |
| — | ISHARES CORE SP 500 ETF | $0 | 0.00% | 0 | -27 | -100.0% | -$1.70万 | 清仓 |
| — | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -83 | -100.0% | -$1.70万 | 清仓 |
| — | GLOBAL X CLEAN WATER ETF | $0 | 0.00% | 0 | -945 | -100.0% | -$1.70万 | 清仓 |
| — | API GROUP CORP | $0 | 0.00% | 0 | -397 | -100.0% | -$1.60万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -66 | -100.0% | -$1.40万 | 清仓 |
| — | SSR MINING INC | $0 | 0.00% | 0 | -300 | -100.0% | -$1.20万 | 清仓 |
| — | VERALTO CORP | $0 | 0.00% | 0 | -142 | -100.0% | -$1.20万 | 清仓 |
| PICK | ISHARES GLOBAL EQUITY FACTOR ETF | $0 | 0.00% | 0 | -232 | -100.0% | -$1.20万 | 清仓 |
| — | SIEMENS AG | $0 | 0.00% | 0 | -100 | -100.0% | -$1.20万 | 清仓 |
| — | INVESCO QQQ TR | $0 | 0.00% | 0 | -21 | -100.0% | -$1.20万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.10万 | 清仓 |
| — | FT VEST LADDERED BUFFER ETF | $0 | 0.00% | 0 | -300 | -100.0% | -$1.00万 | 清仓 |
| — | ISHARES ESG MSCI KLD 400 ETF | $0 | 0.00% | 0 | -88 | -100.0% | -$1.00万 | 清仓 |
| — | SCHWAB US LARGE-CAP GROWTH ETF | $0 | 0.00% | 0 | -310 | -100.0% | -$9,000 | 清仓 |
| — | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -233 | -100.0% | -$8,000 | 清仓 |
| — | WATTS WATER TECHNOLOGIES INC | $0 | 0.00% | 0 | -28 | -100.0% | -$8,000 | 清仓 |
| — | INTER PARFUMS INC | $0 | 0.00% | 0 | -93 | -100.0% | -$8,000 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -44 | -100.0% | -$7,000 | 清仓 |
| — | TEXAS INSTRUMENTS INC | $0 | 0.00% | 0 | -39 | -100.0% | -$7,000 | 清仓 |
| — | PACER US CASH COWS 100 ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$6,000 | 清仓 |
| — | MILLROSE PROPERTIES INC | $0 | 0.00% | 0 | -175 | -100.0% | -$4,000 | 清仓 |
| — | CANADIAN PACIFIC KANSAS CITY LTD | $0 | 0.00% | 0 | -55 | -100.0% | -$4,000 | 清仓 |
| — | VANGUARD SHORT-TERM INFLATION-PROTECTED ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$4,000 | 清仓 |
| — | YUM CHINA HOLDINGS INC | $0 | 0.00% | 0 | -90 | -100.0% | -$4,000 | 清仓 |
| — | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -75 | -100.0% | -$3,000 | 清仓 |
| — | ISHARES ESG AWARE MSCI EM ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$3,000 | 清仓 |
| — | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -70 | -100.0% | -$3,000 | 清仓 |
| XLK | HEALTH CARE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$3,000 | 清仓 |
| — | GE AEROSPACE | $0 | 0.00% | 0 | -12 | -100.0% | -$3,000 | 清仓 |
| — | RAYMOND JAMES FINANCIAL INC | $0 | 0.00% | 0 | -24 | -100.0% | -$3,000 | 清仓 |
| — | VONTIER CORP | $0 | 0.00% | 0 | -80 | -100.0% | -$2,000 | 清仓 |
| — | GE VERNOVA INC | $0 | 0.00% | 0 | -3 | -100.0% | -$2,000 | 清仓 |
| — | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$2,000 | 清仓 |
| CNXN | PTC INC | $0 | 0.00% | 0 | -15 | -100.0% | -$2,000 | 清仓 |
| — | PROSHARES ULTRA FINANCIALS | $0 | 0.00% | 0 | -38 | -100.0% | -$2,000 | 清仓 |
| — | KONTOOR BRANDS INC | $0 | 0.00% | 0 | -33 | -100.0% | -$2,000 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$2,000 | 清仓 |
| — | ISHARES SHORT TREASURY BOND ETF | $0 | 0.00% | 0 | -25 | -100.0% | -$2,000 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -22 | -100.0% | -$1,000 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,000 | 清仓 |
| — | ELDORADO GOLD CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,000 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,000 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,000 | 清仓 |
| SYK | STRYKER CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,000 | 清仓 |
| — | MCKESSON CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$1,000 | 清仓 |
| — | SNOWFLAKE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,000 | 清仓 |
| — | CRANE NXT CO | $0 | 0.00% | 0 | -10 | -100.0% | -$1,000 | 清仓 |
| — | SEALED AIR CORP | $0 | 0.00% | 0 | -40 | -100.0% | -$1,000 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,000 | 清仓 |
| — | CRANE CO | $0 | 0.00% | 0 | -10 | -100.0% | -$1,000 | 清仓 |
| RGEN | RESMED INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,000 | 清仓 |
| AWK | AMERICAN WATER WORKS CO INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,000 | 清仓 |
| — | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,000 | 清仓 |
| — | MONSTER BEVERAGE CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,000 | 清仓 |
| DDOG | DOORDASH INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,000 | 清仓 |
| — | SLB | $0 | 0.00% | 0 | -8 | -100.0% | -$1,000 | 清仓 |
| SCZ | ISHARES MSCI ACWI ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$1,000 | 清仓 |
| — | DRAFTKINGS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,000 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,000 | 清仓 |
| — | UNITED RENTALS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,000 | 清仓 |
| — | XYLEM INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,000 | 清仓 |
| — | EUROPEAN EQUITY FUND INC | $0 | 0.00% | 0 | -122 | -100.0% | -$1,000 | 清仓 |
| — | TRUIST FINANCIAL CORP | $0 | 0.00% | 0 | -26 | -100.0% | -$1,000 | 清仓 |
| BKR | BAKER HUGHES CO | $0 | 0.00% | 0 | -11 | -100.0% | -$1,000 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -26 | -100.0% | -$1,000 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -31 | -100.0% | -$1,000 | 清仓 |
| — | INSULET CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$1,000 | 清仓 |
| — | SOUTHERN CO | $0 | 0.00% | 0 | -14 | -100.0% | -$1,000 | 清仓 |
| — | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,000 | 清仓 |
| PCG | PGE CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$1,000 | 清仓 |
| — | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,000 | 清仓 |
| WY | WASTE MANAGEMENT INC | $0 | 0.00% | 0 | -40 | -100.0% | -$977 | 清仓 |
| PENN | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -64 | -100.0% | -$962 | 清仓 |
| — | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$11 | 清仓 |