Financial Life Planners
TEMPE AZ · SEC CIK 0002053368
$1.30亿2026Q1 申报市值
361持仓数
73.6%前十大占比 · 第一大 23.0%
36 / 7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
XLE 重新持有+$11.67万
GEV 重新持有+$11.54万
IVV 加仓+$11.30万
SSO 重新持有+$10.62万
IWM 加仓+$6.50万
2026Q1 卖出最多 按季末市值估算
ARKF 减仓-$212.03万
AXON 减仓-$186.59万
NFLX 减仓-$79.43万
V 减仓-$38.23万
VST 减仓-$28.21万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIREXION SHARES ETF TRUST DLY AVGO BULL 2X | $4,834 | 0.00% | 147 | 147 | — | $4,834 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $4,892 | 0.00% | 15 | 0 | 0.0% | — | 重新持有 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $4,952 | 0.00% | 7 | 0 | 0.0% | — | 重新持有 |
| IYG | ISHARES TR U.S. FIN SVC ETF | $5,041 | 0.00% | 61 | 1 | 1.7% | $83 | 重新持有 |
| QQEW | FIRST TR EXCHANGE-TRADED FD NASDAQ-100 SEL | $5,113 | 0.00% | 40 | 0 | 0.0% | — | 重新持有 |
| SAP | SAP SE SPON ADR | $5,216 | 0.00% | 30 | 0 | 0.0% | — | 重新持有 |
| CGNT | COGNYTE SOFTWARE LTD ORD SHS | $5,395 | 0.00% | 666 | 0 | 0.0% | — | 重新持有 |
| MA | MASTERCARD INCORPORATED CL A | $5,521 | 0.00% | 11 | -24 | -68.6% | -$1.20万 | 重新持有 |
| — | CANARY XRP ETF SHS | $5,663 | 0.00% | 396 | 396 | — | $5,663 | 新建仓 |
| WSO | WATSCO INC COM | $5,750 | 0.00% | 16 | 0 | 0.0% | — | 重新持有 |
| PG | PROCTER & GAMBLE CO COM | $6,056 | 0.00% | 42 | -353 | -89.4% | -$5.09万 | 重新持有 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $6,144 | 0.00% | 572 | 0 | 0.0% | — | 重新持有 |
| VB | VANGUARD INDEX FDS SMALL CP ETF | $6,387 | 0.00% | 24 | 0 | 0.0% | — | 重新持有 |
| CGCP | CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM | $6,688 | 0.01% | 299 | 299 | — | $6,688 | 新建仓 |
| — | DIREXION SHARES ETF TRUST DLY NFLX BULL 2X | $6,874 | 0.01% | 229 | 13 | 6.0% | $390 | 重新持有 |
| RDIV | INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE | $6,890 | 0.01% | 124 | 89 | 254.3% | $4,945 | 重新持有 |
| SCHG | SCHWAB STRATEGIC TR US LCAP GR ETF | $7,314 | 0.01% | 251 | 1 | 0.4% | $29 | 重新持有 |
| BITO | PROSHARES TR BITCOIN ETF | $7,531 | 0.01% | 809 | 149 | 22.6% | $1,387 | 重新持有 |
| PEP | PEPSICO INC COM | $7,765 | 0.01% | 50 | 0 | 0.0% | — | 重新持有 |
| JPST | J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF | $7,925 | 0.01% | 157 | 4 | 2.6% | $202 | 重新持有 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $8,333 | 0.01% | 22 | 0 | 0.0% | — | 重新持有 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI | $8,679 | 0.01% | 204 | 204 | — | $8,679 | 新建仓 |
| MCK | MCKESSON CORP COM | $8,734 | 0.01% | 10 | 0 | 0.0% | — | 重新持有 |
| VTWO | VANGUARD SCOTTSDALE FDS VNG RUS2000IDX | $8,886 | 0.01% | 89 | 1 | 1.1% | $100 | 重新持有 |
| AYI | ACUITY INC COM | $8,920 | 0.01% | 32 | 0 | 0.0% | — | 重新持有 |
| EXE | EXPAND ENERGY CORPORATION COM | $9,048 | 0.01% | 82 | 82 | — | $9,048 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN CL A | $9,168 | 0.01% | 2,986 | 0 | 0.0% | — | 重新持有 |
| VBK | VANGUARD INDEX FDS SML CP GRW ETF | $9,764 | 0.01% | 32 | 0 | 0.0% | — | 重新持有 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $9,911 | 0.01% | 135 | 3 | 2.3% | $220 | 重新持有 |
| SNDA | SONIDA SENIOR LIVING INC COM | $1.01万 | 0.01% | 313 | 313 | — | $1.01万 | 新建仓 |
| VTR | VENTAS INC COM | $1.01万 | 0.01% | 124 | 2 | 1.6% | $163 | 重新持有 |
| VLTO | VERALTO CORP COM SHS | $1.02万 | 0.01% | 115 | 0 | 0.0% | — | 重新持有 |
| ABT | ABBOTT LABORATORIES COM | $1.03万 | 0.01% | 100 | 0 | 0.0% | — | 重新持有 |
| — | VOLATILITY SHS TR 2X BITCOIN STRAT | $1.05万 | 0.01% | 713 | 290 | 68.6% | $4,273 | 重新持有 |
| VICI | VICI PPTYS INC COM | $1.06万 | 0.01% | 390 | 12 | 3.2% | $328 | 重新持有 |
| — | ISHARES ETHEREUM TR SHS | $1.08万 | 0.01% | 684 | 0 | 0.0% | — | 重新持有 |
| VEA | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | $1.12万 | 0.01% | 174 | 3 | 1.8% | $192 | 重新持有 |
| CRBN | ISHARES TR LOW CARBON OPTIM | $1.12万 | 0.01% | 50 | 0 | 0.0% | — | 重新持有 |
| BLOK | AMPLIFY ETF TR BLOCKCHAIN TECHN | $1.13万 | 0.01% | 227 | -29 | -11.3% | -$1,442 | 重新持有 |
| SPG | SIMON PPTY GROUP INC NEW COM | $1.15万 | 0.01% | 61 | 1 | 1.7% | $188 | 重新持有 |
| CGCB | CAPITAL GRP FIXED INCM ETF T CORE BOND ETF | $1.16万 | 0.01% | 440 | 440 | — | $1.16万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO COM | $1.17万 | 0.01% | 312 | 2 | 0.6% | $75 | 重新持有 |
| AOA | ISHARES TR CORE 80/20 AGGRE | $1.18万 | 0.01% | 133 | 2 | 1.5% | $177 | 重新持有 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT | $1.18万 | 0.01% | 224 | -20 | -8.2% | -$1,055 | 重新持有 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $1.20万 | 0.01% | 36 | 0 | 0.0% | — | 重新持有 |
| — | GRAYSCALE ETHEREUM STAKING E SHS | $1.23万 | 0.01% | 721 | 721 | — | $1.23万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CL A | $1.23万 | 0.01% | 214 | 4 | 1.9% | $230 | 重新持有 |
| IWN | ISHARES TR RUS 2000 VAL ETF | $1.27万 | 0.01% | 67 | 1 | 1.5% | $189 | 重新持有 |
| NUE | NUCOR CORP COM | $1.28万 | 0.01% | 75 | 0 | 0.0% | — | 重新持有 |
| — | THEMES ETF TR LEVERAGE SHS 2X | $1.29万 | 0.01% | 756 | -44 | -5.5% | -$753 | 重新持有 |
| COIN | COINBASE GLOBAL INC COM CL A | $1.31万 | 0.01% | 75 | -101 | -57.4% | -$1.76万 | 重新持有 |
| CGUS | CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI | $1.31万 | 0.01% | 342 | 342 | — | $1.31万 | 新建仓 |
| ES | EVERSOURCE ENERGY COM | $1.33万 | 0.01% | 192 | 4 | 2.1% | $277 | 重新持有 |
| AMT | AMERICAN TOWER CORP COM | $1.37万 | 0.01% | 79 | 1 | 1.3% | $174 | 重新持有 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.43万 | 0.01% | 105 | 2 | 1.9% | $272 | 重新持有 |
| B | BARRICK MNG CORP COM SHS | $1.48万 | 0.01% | 363 | 4 | 1.1% | $163 | 重新持有 |
| XME | SPDR SERIES TRUST STATE STREET SPD | $1.49万 | 0.01% | 138 | 138 | — | $1.49万 | 新建仓 |
| RGR | STURM RUGER & CO INC COM | $1.50万 | 0.01% | 373 | 1 | 0.3% | $40 | 重新持有 |
| LIN | LINDE PLC SHS | $1.50万 | 0.01% | 30 | 0 | 0.0% | — | 重新持有 |
| SO | SOUTHERN CO COM | $1.51万 | 0.01% | 156 | 2 | 1.3% | $194 | 重新持有 |
| VST | VISTRA CORP COM | $1.51万 | 0.01% | 101 | -1,885 | -94.9% | -$28.21万 | 减仓 |
| XSW | SPDR SERIES TRUST STATE STREET SPD | $1.55万 | 0.01% | 109 | -16 | -12.8% | -$2,282 | 重新持有 |
| — | DUPONT DE NEMOURS INC COM | $1.58万 | 0.01% | 344 | 3 | 0.9% | $138 | 重新持有 |
| CLS | CELESTICA INC COM | $1.61万 | 0.01% | 57 | 57 | — | $1.61万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $1.61万 | 0.01% | 83 | 1 | 1.2% | $194 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD COM | $1.62万 | 0.01% | 80 | 80 | — | $1.62万 | 新建仓 |
| MET | METLIFE INC COM | $1.64万 | 0.01% | 232 | 3 | 1.3% | $213 | 重新持有 |
| ASTS | AST SPACEMOBILE INC COM CL A | $1.66万 | 0.01% | 200 | 200 | — | $1.66万 | 新建仓 |
| MMM | 3M CO COM | $1.66万 | 0.01% | 114 | 0 | 0.0% | — | 重新持有 |
| — | AMPLIFY ETF TR SEYMOUR CANB ETF | $1.69万 | 0.01% | 766 | 0 | 0.0% | — | 重新持有 |
| ITA | ISHARES TR US AER DEF ETF | $1.71万 | 0.01% | 78 | 0 | 0.0% | — | 重新持有 |
| VOT | VANGUARD INDEX FDS MCAP GR IDXVIP | $1.72万 | 0.01% | 67 | 1 | 1.5% | $256 | 重新持有 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1.73万 | 0.01% | 13 | 0 | 0.0% | — | 重新持有 |
| EGP | EASTGROUP PPTYS INC COM | $1.76万 | 0.01% | 95 | 2 | 2.2% | $370 | 重新持有 |
| LOW | LOWES COS INC COM | $1.79万 | 0.01% | 76 | -69 | -47.6% | -$1.63万 | 重新持有 |
| NFLX | NETFLIX INC. COM | $1.83万 | 0.01% | 191 | -8,278 | -97.7% | -$79.43万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $1.83万 | 0.01% | 1,465 | 1,465 | — | $1.83万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | $1.84万 | 0.01% | 480 | 0 | 0.0% | — | 重新持有 |
| SPGI | S&P GLOBAL INC COM | $1.85万 | 0.01% | 43 | 0 | 0.0% | — | 重新持有 |
| AN | AUTONATION INC COM | $1.90万 | 0.01% | 97 | 0 | 0.0% | — | 重新持有 |
| COR | CENCORA INC COM | $1.96万 | 0.01% | 62 | 0 | 0.0% | — | 重新持有 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $1.96万 | 0.02% | 170 | 170 | — | $1.96万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $1.99万 | 0.02% | 61 | 0 | 0.0% | — | 重新持有 |
| — | DIREXION SHARES ETF TRUST DLY AAPL BULL 2X | $2.07万 | 0.02% | 737 | 737 | — | $2.07万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE COM NEW | $2.08万 | 0.02% | 1,052 | 336 | 46.9% | $6,647 | 重新持有 |
| ABBV | ABBVIE INC COM | $2.17万 | 0.02% | 100 | 0 | 0.0% | — | 重新持有 |
| MCHI | ISHARES TR MSCI CHINA ETF | $2.21万 | 0.02% | 393 | 5 | 1.3% | $281 | 重新持有 |
| NVO | NOVO-NORDISK A S ADR | $2.22万 | 0.02% | 603 | 0 | 0.0% | — | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $2.24万 | 0.02% | 346 | 5 | 1.5% | $323 | 重新持有 |
| RWK | INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV | $2.28万 | 0.02% | 177 | 1 | 0.6% | $129 | 重新持有 |
| STXF | EA SERIES TRUST STRIVE 500 ETF | $2.37万 | 0.02% | 565 | 3 | 0.5% | $126 | 重新持有 |
| FTEC | FIDELITY COVINGTON TRUST MSCI INFO TECH I | $2.38万 | 0.02% | 114 | 0 | 0.0% | — | 重新持有 |
| IJR | ISHARES TR CORE S&P SCP ETF | $2.39万 | 0.02% | 192 | 1 | 0.5% | $124 | 重新持有 |
| MO | ALTRIA GROUP INC COM | $2.41万 | 0.02% | 365 | 13 | 3.7% | $857 | 重新持有 |
| SUSA | ISHARES TR ESG OPTIMIZED | $2.45万 | 0.02% | 186 | 1 | 0.5% | $132 | 重新持有 |
| INTC | INTEL CORP COM | $2.47万 | 0.02% | 559 | 300 | 115.8% | $1.32万 | 重新持有 |
| NVDL | GRANITESHARES ETF TR 2X LONG NVDA DAI | $2.50万 | 0.02% | 345 | 169 | 96.0% | $1.23万 | 重新持有 |
| FNDF | SCHWAB STRATEGIC TR FUNDAMENTAL INTL | $2.51万 | 0.02% | 513 | 513 | — | $2.51万 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $2.52万 | 0.02% | 442 | 442 | — | $2.52万 | 新建仓 |
| IYF | ISHARES TR U.S. FINLS ETF | $2.54万 | 0.02% | 216 | 2 | 0.9% | $235 | 重新持有 |