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 |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | $2.54万 | 0.02% | 308 | 4 | 1.3% | $330 | 重新持有 |
| IYK | ISHARES TR US CONSM STAPLES | $2.54万 | 0.02% | 363 | 5 | 1.4% | $350 | 重新持有 |
| IUSG | ISHARES TR CORE S&P US GWT | $2.57万 | 0.02% | 165 | 0 | 0.0% | — | 重新持有 |
| LNG | CHENIERE ENERGY INC COM NEW | $2.57万 | 0.02% | 91 | 1 | 1.1% | $283 | 重新持有 |
| SHLD | GLOBAL X FDS DEFENSE TECH ETF | $2.62万 | 0.02% | 370 | 1 | 0.3% | $71 | 重新持有 |
| SPYG | SPDR SERIES TRUST STATE STREET SPD | $2.65万 | 0.02% | 271 | 25 | 10.2% | $2,447 | 重新持有 |
| XBI | SPDR SERIES TRUST STATE STREET SPD | $2.66万 | 0.02% | 208 | 208 | — | $2.66万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR US BRD MKT ETF | $2.68万 | 0.02% | 1,067 | 6 | 0.6% | $151 | 重新持有 |
| PAA | PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN | $2.69万 | 0.02% | 1,203 | 51 | 4.4% | $1,139 | 重新持有 |
| USB | US BANCORP COM NEW | $2.71万 | 0.02% | 520 | 10 | 2.0% | $520 | 重新持有 |
| AJG | GALLAGHER ARTHUR J & CO COM | $2.73万 | 0.02% | 126 | 1 | 0.8% | $216 | 重新持有 |
| CSCO | CISCO SYS INC COM | $2.73万 | 0.02% | 352 | 196 | 125.6% | $1.52万 | 重新持有 |
| XLC | SELECT SECTOR SPDR TR STATE STREET COM | $2.73万 | 0.02% | 247 | 21 | 9.3% | $2,325 | 重新持有 |
| QUAL | ISHARES TR MSCI USA QLT FCT | $2.77万 | 0.02% | 144 | 0 | 0.0% | — | 重新持有 |
| VLO | VALERO ENERGY CORP COM | $2.79万 | 0.02% | 113 | 1 | 0.9% | $247 | 重新持有 |
| ITOT | ISHARES TR CORE S&P TTL STK | $2.93万 | 0.02% | 205 | 1 | 0.5% | $143 | 重新持有 |
| NEE | NEXTERA ENERGY INC COM | $2.97万 | 0.02% | 320 | 5 | 1.6% | $464 | 重新持有 |
| NOC | NORTHROP GRUMMAN CORP COM | $3.00万 | 0.02% | 44 | 0 | 0.0% | — | 重新持有 |
| BANR | BANNER CORP COM NEW | $3.01万 | 0.02% | 496 | 7 | 1.4% | $425 | 重新持有 |
| DHR | DANAHER CORP DEL COM | $3.02万 | 0.02% | 159 | -1 | -0.6% | -$190 | 重新持有 |
| EOG | EOG RES INC COM | $3.04万 | 0.02% | 210 | 4 | 1.9% | $579 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC COM | $3.06万 | 0.02% | 147 | -48 | -24.6% | -$1.00万 | 重新持有 |
| DOV | DOVER CORP COM | $3.14万 | 0.02% | 151 | 1 | 0.7% | $208 | 重新持有 |
| GD | GENERAL DYNAMICS CORP COM | $3.32万 | 0.03% | 97 | 1 | 1.0% | $342 | 重新持有 |
| NSC | NORFOLK SOUTHN CORP COM | $3.33万 | 0.03% | 116 | 1 | 0.9% | $287 | 重新持有 |
| LOPE | GRAND CANYON ED INC COM | $3.34万 | 0.03% | 197 | -28 | -12.4% | -$4,749 | 重新持有 |
| FCX | FREEPORT MCMORAN INC CL B | $3.41万 | 0.03% | 581 | 4 | 0.7% | $235 | 重新持有 |
| TDG | TRANSDIGM GROUP INC COM | $3.44万 | 0.03% | 30 | -56 | -65.1% | -$6.43万 | 重新持有 |
| UFEB | INNOVATOR ETFS TRUST US EQT ULTRA BFR | $3.51万 | 0.03% | 966 | -130 | -11.9% | -$4,719 | 重新持有 |
| MU | MICRON TECHNOLOGY INC COM | $3.58万 | 0.03% | 106 | 100 | 1,666.7% | $3.38万 | 重新持有 |
| DSI | ISHARES TR ESG MSCI KLD 400 | $3.64万 | 0.03% | 300 | 1 | 0.3% | $121 | 重新持有 |
| AGNC | AGNC INVT CORP COM | $3.71万 | 0.03% | 3,697 | 240 | 6.9% | $2,407 | 重新持有 |
| BP | BP PLC SPONSORED ADR | $3.92万 | 0.03% | 834 | 20 | 2.5% | $940 | 重新持有 |
| AXP | AMERICAN EXPRESS CO COM | $3.95万 | 0.03% | 131 | 1 | 0.8% | $301 | 重新持有 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $4.00万 | 0.03% | 2,074 | 75 | 3.8% | $1,448 | 重新持有 |
| MGV | VANGUARD WORLD FD MEGA CAP VAL ETF | $4.00万 | 0.03% | 276 | 4 | 1.5% | $580 | 重新持有 |
| WMB | WILLIAMS COS INC COM | $4.18万 | 0.03% | 574 | 9 | 1.6% | $655 | 重新持有 |
| PGR | PROGRESSIVE CORP COM | $4.26万 | 0.03% | 215 | 13 | 6.4% | $2,577 | 重新持有 |
| BLK | BLACKROCK INC COM | $4.29万 | 0.03% | 45 | 1 | 2.3% | $954 | 重新持有 |
| FLNG | FLEX LNG LTD SHS | $4.31万 | 0.03% | 1,451 | 77 | 5.6% | $2,288 | 重新持有 |
| XHB | SPDR SERIES TRUST STATE STREET SPD | $4.31万 | 0.03% | 437 | 2 | 0.5% | $197 | 重新持有 |
| CME | CME GROUP INC COM | $4.32万 | 0.03% | 146 | 4 | 2.8% | $1,185 | 重新持有 |
| RPG | INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT | $4.39万 | 0.03% | 938 | 0 | 0.0% | — | 重新持有 |
| IVOO | VANGUARD ADMIRAL FDS INC MIDCP 400 IDX | $4.57万 | 0.04% | 400 | 0 | 0.0% | — | 重新持有 |
| VRT | VERTIV HOLDINGS CO COM CL A | $4.72万 | 0.04% | 188 | 108 | 135.0% | $2.71万 | 重新持有 |
| CVS | CVS HEALTH CORP COM | $4.77万 | 0.04% | 664 | 8 | 1.2% | $575 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR STATE STREET HEA | $4.78万 | 0.04% | 326 | 3 | 0.9% | $440 | 重新持有 |
| ADC | AGREE RLTY CORP COM | $4.98万 | 0.04% | 660 | 14 | 2.2% | $1,055 | 重新持有 |
| ADI | ANALOG DEVICES INC COM | $5.00万 | 0.04% | 157 | 1 | 0.6% | $318 | 重新持有 |
| IXUS | ISHARES TR CORE MSCI TOTAL | $5.01万 | 0.04% | 578 | 10 | 1.8% | $867 | 重新持有 |
| — | GRANITESHARES ETF TR 2X LONG PLTR | $5.01万 | 0.04% | 3,063 | 1,383 | 82.3% | $2.26万 | 重新持有 |
| MCD | MCDONALDS CORP COM | $5.08万 | 0.04% | 164 | 2 | 1.2% | $620 | 重新持有 |
| CB | CHUBB LTD SWITZ COM | $5.15万 | 0.04% | 158 | 1 | 0.6% | $326 | 重新持有 |
| ETN | EATON CORP PLC SHS | $5.18万 | 0.04% | 145 | 1 | 0.7% | $357 | 重新持有 |
| — | CATALYST PHARMACEUTICALS INC COM | $5.26万 | 0.04% | 2,124 | 0 | 0.0% | — | 重新持有 |
| OTIS | OTIS WORLDWIDE CORP COM | $5.42万 | 0.04% | 703 | -652 | -48.1% | -$5.03万 | 重新持有 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $5.46万 | 0.04% | 675 | 3 | 0.4% | $243 | 重新持有 |
| COP | CONOCOPHILLIPS COM | $5.47万 | 0.04% | 415 | 7 | 1.7% | $923 | 重新持有 |
| CTVA | CORTEVA INC COM | $5.49万 | 0.04% | 655 | -323 | -33.0% | -$2.71万 | 重新持有 |
| V | VISA INC COM CL A | $5.57万 | 0.04% | 184 | -1,263 | -87.3% | -$38.23万 | 减仓 |
| RSG | REPUBLIC SVCS INC COM | $5.61万 | 0.04% | 256 | 2 | 0.8% | $438 | 重新持有 |
| FIX | COMFORT SYS USA INC COM | $5.84万 | 0.04% | 42 | -8 | -16.0% | -$1.11万 | 重新持有 |
| SCHW | SCHWAB CHARLES CORP COM | $5.87万 | 0.05% | 625 | 4 | 0.6% | $376 | 重新持有 |
| SDY | SPDR SERIES TRUST STATE STREET SPD | $5.88万 | 0.05% | 403 | -17 | -4.0% | -$2,479 | 重新持有 |
| IAU | ISHARES GOLD TR ISHARES NEW | $5.95万 | 0.05% | 675 | 0 | 0.0% | — | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC COM | $6.15万 | 0.05% | 227 | 135 | 146.7% | $3.66万 | 重新持有 |
| MDYG | SPDR SERIES TRUST STATE STREET SPD | $6.16万 | 0.05% | 642 | 3 | 0.5% | $288 | 重新持有 |
| COF | CAPITAL ONE FINL CORP COM | $6.54万 | 0.05% | 358 | 2 | 0.6% | $365 | 重新持有 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $6.69万 | 0.05% | 591 | -73 | -11.0% | -$8,263 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $6.72万 | 0.05% | 497 | 4 | 0.8% | $541 | 重新持有 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $7.05万 | 0.05% | 3,375 | 17 | 0.5% | $355 | 重新持有 |
| VBR | VANGUARD INDEX FDS SM CP VAL ETF | $7.13万 | 0.05% | 328 | -112 | -25.5% | -$2.43万 | 重新持有 |
| NANR | SPDR INDEX SHS FDS STATE STREET SPD | $7.25万 | 0.06% | 863 | 9 | 1.1% | $756 | 重新持有 |
| AMAT | APPLIED MATLS INC COM | $7.30万 | 0.06% | 214 | 1 | 0.5% | $341 | 重新持有 |
| BA | BOEING CO COM | $7.30万 | 0.06% | 367 | 0 | 0.0% | — | 重新持有 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $7.56万 | 0.06% | 381 | 1 | 0.3% | $198 | 重新持有 |
| PH | PARKER-HANNIFIN CORP COM | $7.83万 | 0.06% | 87 | 0 | 0.0% | — | 重新持有 |
| IYY | ISHARES TR DOW JONES US ETF | $8.08万 | 0.06% | 510 | 19 | 3.9% | $3,011 | 重新持有 |
| FSK | FS KKR CAP CORP COM | $8.15万 | 0.06% | 8,009 | -1,839 | -18.7% | -$1.87万 | 重新持有 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $8.35万 | 0.06% | 630 | 5 | 0.8% | $663 | 重新持有 |
| KO | COCA COLA CO COM | $8.50万 | 0.07% | 1,118 | 2 | 0.2% | $152 | 重新持有 |
| HD | HOME DEPOT INC COM | $8.54万 | 0.07% | 260 | 4 | 1.6% | $1,313 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR STATE STREET TEC | $8.84万 | 0.07% | 665 | 333 | 100.3% | $4.43万 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $9.08万 | 0.07% | 197 | 0 | 0.0% | — | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | $9.38万 | 0.07% | 3,058 | 56 | 1.9% | $1,718 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP COM | $9.61万 | 0.07% | 1,200 | 0 | 0.0% | — | 重新持有 |
| WFC | WELLS FARGO & CO COM | $9.99万 | 0.08% | 1,255 | 9 | 0.7% | $717 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC COM | $10.49万 | 0.08% | 360 | 3 | 0.8% | $874 | 重新持有 |
| XT | ISHARES TR FUTURE EXPONENTI | $10.63万 | 0.08% | 1,560 | 111 | 7.7% | $7,566 | 重新持有 |
| CRM | SALESFORCE INC COM | $10.92万 | 0.08% | 585 | -1,132 | -65.9% | -$21.13万 | 减仓 |
| NOW | SERVICENOW INC COM | $11.29万 | 0.09% | 1,080 | -740 | -40.7% | -$7.74万 | 减仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $11.71万 | 0.09% | 555 | 5 | 0.9% | $1,055 | 重新持有 |
| AXON | AXON ENTERPRISE INC COM | $12.15万 | 0.09% | 286 | -4,391 | -93.9% | -$186.59万 | 减仓 |
| TJX | TJX COS INC NEW COM | $12.50万 | 0.10% | 783 | 5 | 0.6% | $798 | 重新持有 |
| APP | APPLOVIN CORP COM CL A | $12.82万 | 0.10% | 322 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR SELECT DIVID ETF | $13.43万 | 0.10% | 887 | 17 | 2.0% | $2,573 | 重新持有 |
| CAT | CATERPILLAR INC COM | $13.50万 | 0.10% | 191 | -39 | -17.0% | -$2.76万 | 重新持有 |
| IWB | ISHARES TR RUS 1000 ETF | $13.71万 | 0.11% | 385 | 2 | 0.5% | $712 | 重新持有 |
| PM | PHILIP MORRIS INTL INC COM | $13.76万 | 0.11% | 832 | 135 | 19.4% | $2.23万 | 重新持有 |
| NET | CLOUDFLARE INC CL A COM | $13.82万 | 0.11% | 670 | 0 | 0.0% | — | 重新持有 |