Financial Life Planners
TEMPE AZ · SEC CIK 0002053368
$1.56亿2026Q2 申报市值
332持仓数
73.0%前十大占比 · 第一大 25.2%
6 / 41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
IVV 加仓+$133.75万
IWM 加仓+$100.62万
QQQ 加仓+$100.30万
XBI 加仓+$79.72万
CAT 加仓+$59.24万
2026Q2 卖出最多 按季末市值估算
PLTR 减仓-$37.17万
HOOD 减仓-$31.35万
SPYM 减仓-$20.29万
XLF 减仓-$15.61万
AAPL 减仓-$14.12万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -3,375 | -100.0% | -$7.05万 | 清仓 |
| UFEB | INNOVATOR ETFS TRUST US EQT ULTRA BFR | $0 | 0.00% | 0 | -966 | -100.0% | -$3.51万 | 清仓 |
| XSW | SPDR SERIES TRUST STATE STREET SPD | $0 | 0.00% | 0 | -109 | -100.0% | -$1.55万 | 清仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI | $0 | 0.00% | 0 | -342 | -100.0% | -$1.31万 | 清仓 |
| AOA | ISHARES TR CORE 80/20 AGGRE | $0 | 0.00% | 0 | -133 | -100.0% | -$1.18万 | 清仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T CORE BOND ETF | $0 | 0.00% | 0 | -440 | -100.0% | -$1.16万 | 清仓 |
| BLOK | AMPLIFY ETF TR BLOCKCHAIN TECHN | $0 | 0.00% | 0 | -227 | -100.0% | -$1.13万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI | $0 | 0.00% | 0 | -204 | -100.0% | -$8,679 | 清仓 |
| — | DIREXION SHARES ETF TRUST DLY NFLX BULL 2X | $0 | 0.00% | 0 | -229 | -100.0% | -$6,874 | 清仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM | $0 | 0.00% | 0 | -299 | -100.0% | -$6,688 | 清仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR US SMALL AND MID | $0 | 0.00% | 0 | -149 | -100.0% | -$4,375 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNI | $0 | 0.00% | 0 | -108 | -100.0% | -$4,341 | 清仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL SHS | $0 | 0.00% | 0 | -127 | -100.0% | -$4,296 | 清仓 |
| GDDY | GODADDY INC CL A | $0 | 0.00% | 0 | -48 | -100.0% | -$3,969 | 清仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR | $0 | 0.00% | 0 | -134 | -100.0% | -$3,650 | 清仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY SHS | $0 | 0.00% | 0 | -108 | -100.0% | -$3,410 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR ACCES TREASURY | $0 | 0.00% | 0 | -34 | -100.0% | -$3,409 | 清仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE SHS ETF | $0 | 0.00% | 0 | -86 | -100.0% | -$3,088 | 清仓 |
| — | CAPITAL GRP FIXED INCM ETF T HIGH YIELD BOND | $0 | 0.00% | 0 | -122 | -100.0% | -$3,054 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -36 | -100.0% | -$2,259 | 清仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI | $0 | 0.00% | 0 | -64 | -100.0% | -$2,136 | 清仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T INTERNATIONAL BD | $0 | 0.00% | 0 | -84 | -100.0% | -$2,124 | 清仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$2,115 | 清仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T SHORT DURATION | $0 | 0.00% | 0 | -71 | -100.0% | -$1,844 | 清仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T ULTRA SHORT INCO | $0 | 0.00% | 0 | -61 | -100.0% | -$1,552 | 清仓 |
| SUSC | ISHARES TR ESG AWRE USD ETF | $0 | 0.00% | 0 | -32 | -100.0% | -$742 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | $0 | 0.00% | 0 | -13 | -100.0% | -$621 | 清仓 |
| IAGG | ISHARES TR CORE INTL AGGR | $0 | 0.00% | 0 | -10 | -100.0% | -$486 | 清仓 |
| STIP | ISHARES TR 0-5 YR TIPS ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$434 | 清仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F SUSTAINABLE MUNI | $0 | 0.00% | 0 | -7 | -100.0% | -$368 | 清仓 |
| VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | $0 | 0.00% | 0 | -4 | -100.0% | -$212 | 清仓 |
| ESGD | ISHARES TR ESG AW MSCI EAFE | $0 | 0.00% | 0 | -1 | -100.0% | -$101 | 清仓 |
| EAGG | ISHARES TR ESG AWR US AGRGT | $0 | 0.00% | 0 | -1 | -100.0% | -$51 | 清仓 |
| T | AT&T INC | $7 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| — | ISHARES TR | $16 | 0.00% | 0 | 0 | — | -$16 | 清仓 |
| ALTO | ALTO INGREDIENTS INC | $23 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $29 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MFA | MFA FINL INC | $31 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $42 | 0.00% | 0 | 0 | — | -$38 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $47 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $51 | 0.00% | 0 | -2 | -100.0% | -$1,487 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $55 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $63 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $64 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $72 | 0.00% | 0 | 0 | — | -$51 | 清仓 |
| MRK | MERCK & CO INC | $83 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $87 | 0.00% | 0 | 0 | — | -$76 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $89 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $98 | 0.00% | 0 | 0 | — | -$85 | 清仓 |
| — | CANOPY GROWTH CORPORATION | $109 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $135 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $166 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $172 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $173 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP | $184 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $223 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $303 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC | $312 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SHE | SPDR SERIES TRUST | $316 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $361 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $391 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK ETF TR | $405 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST III | $441 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $443 | 0.00% | 2 | 2 | — | $443 | 新建仓 |
| HON | HONEYWELL INTL INC | $448 | 0.00% | 2 | -3 | -60.0% | -$672 | 减仓 |
| NVAX | NOVAVAX INC | $462 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $509 | 0.00% | 105 | 2 | 1.9% | $10 | 加仓 |
| — | AMPLIFY ETF TR | $552 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $591 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $620 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $822 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $983 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $1,048 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1,142 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $1,169 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,215 | 0.00% | 4 | 2 | 100.0% | $608 | 加仓 |
| RAL | RALLIANT CORP | $1,257 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $1,272 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $1,350 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $1,372 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $1,496 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $1,724 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1,732 | 0.00% | 17 | -6 | -26.1% | -$611 | 减仓 |
| BOTZ | GLOBAL X FDS | $1,860 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2,009 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2,047 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $2,082 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $2,113 | 0.00% | 42 | 1 | 2.4% | $50 | 加仓 |
| CCL | CARNIVAL CORP LTD | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $3,006 | 0.00% | 819 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $3,067 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $3,183 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $3,280 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,400 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $3,731 | 0.00% | 33 | 1 | 3.1% | $113 | 加仓 |
| COIN | COINBASE GLOBAL INC | $3,801 | 0.00% | 26 | -49 | -65.3% | -$7,163 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,868 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $3,982 | 0.00% | 40 | 0 | 0.0% | — | 不变 |