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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $2.66万 | 0.02% | 370 | 5 | 1.4% | $360 | 加仓 |
| UL | UNILEVER PLC | $2.71万 | 0.02% | 450 | 8 | 1.8% | $481 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $2.73万 | 0.02% | 1,226 | 23 | 1.9% | $512 | 加仓 |
| STXF | EA SERIES TRUST | $2.73万 | 0.02% | 566 | 1 | 0.2% | $48 | 加仓 |
| EOG | EOG RES INC | $2.75万 | 0.02% | 212 | 2 | 1.0% | $259 | 加仓 |
| IYF | ISHARES TR | $2.76万 | 0.02% | 216 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2.77万 | 0.02% | 312 | 4 | 1.3% | $355 | 加仓 |
| Q | QNITY ELECTRONICS INC | $2.78万 | 0.02% | 170 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $2.83万 | 0.02% | 322 | 2 | 0.6% | $175 | 加仓 |
| IJR | ISHARES TR | $2.85万 | 0.02% | 192 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES TR | $2.87万 | 0.02% | 186 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $2.90万 | 0.02% | 126 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $2.96万 | 0.02% | 617 | 14 | 2.3% | $671 | 加仓 |
| VLO | VALERO ENERGY CORP | $2.96万 | 0.02% | 114 | 1 | 0.9% | $260 | 加仓 |
| DHR | DANAHER CORP DEL | $3.04万 | 0.02% | 160 | 1 | 0.6% | $190 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3.08万 | 0.02% | 180 | 180 | — | $3.08万 | 新建仓 |
| NVDL | GRANITESHARES ETF TR | $3.09万 | 0.02% | 1,035 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $3.10万 | 0.02% | 1,070 | 3 | 0.3% | $87 | 加仓 |
| IUSG | ISHARES TR | $3.12万 | 0.02% | 166 | 1 | 0.6% | $188 | 加仓 |
| BP | BP PLC | $3.12万 | 0.02% | 845 | 11 | 1.3% | $406 | 加仓 |
| USB | US BANCORP | $3.17万 | 0.02% | 525 | 5 | 1.0% | $302 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3.17万 | 0.02% | 348 | 2 | 0.6% | $182 | 加仓 |
| QUAL | ISHARES TR | $3.17万 | 0.02% | 145 | 1 | 0.7% | $219 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3.23万 | 0.02% | 271 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $3.25万 | 0.02% | 147 | 1 | 0.7% | $221 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $3.26万 | 0.02% | 114 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORP | $3.33万 | 0.02% | 500 | 4 | 0.8% | $266 | 加仓 |
| ITOT | ISHARES TR | $3.38万 | 0.02% | 206 | 1 | 0.5% | $164 | 加仓 |
| DOV | DOVER CORP | $3.39万 | 0.02% | 151 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $3.44万 | 0.02% | 97 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.65万 | 0.02% | 148 | 1 | 0.7% | $247 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $3.66万 | 0.02% | 582 | 1 | 0.2% | $63 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $3.66万 | 0.02% | 116 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $3.84万 | 0.02% | 104 | 92 | 766.7% | $3.40万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $3.96万 | 0.03% | 30 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $4.03万 | 0.03% | 2,109 | 35 | 1.7% | $669 | 加仓 |
| CSCO | CISCO SYS INC | $4.15万 | 0.03% | 353 | 1 | 0.3% | $118 | 加仓 |
| FLNG | FLEX LNG LTD | $4.17万 | 0.03% | 1,486 | 35 | 2.4% | $982 | 加仓 |
| AGNC | AGNC INVT CORP | $4.17万 | 0.03% | 3,826 | 129 | 3.5% | $1,406 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $4.28万 | 0.03% | 344 | -37 | -9.7% | -$4,600 | 减仓 |
| DSI | ISHARES TR | $4.28万 | 0.03% | 301 | 1 | 0.3% | $142 | 加仓 |
| WMB | WILLIAMS COS INC | $4.30万 | 0.03% | 578 | 4 | 0.7% | $297 | 加仓 |
| BLK | BLACKROCK INC | $4.32万 | 0.03% | 45 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $4.34万 | 0.03% | 418 | 3 | 0.7% | $312 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $4.43万 | 0.03% | 131 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $4.45万 | 0.03% | 165 | 1 | 0.6% | $270 | 加仓 |
| MGV | VANGUARD WORLD FD | $4.54万 | 0.03% | 277 | 1 | 0.4% | $164 | 加仓 |
| V | VISA INC | $4.58万 | 0.03% | 134 | -50 | -27.2% | -$1.71万 | 减仓 |
| PGR | PROGRESSIVE CORP | $4.70万 | 0.03% | 215 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $5.05万 | 0.03% | 667 | 7 | 1.1% | $530 | 加仓 |
| XHB | SPDR SERIES TRUST | $5.06万 | 0.03% | 438 | 1 | 0.2% | $115 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $5.07万 | 0.03% | 708 | 5 | 0.7% | $358 | 加仓 |
| IAU | ISHARES GOLD TR | $5.10万 | 0.03% | 675 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5.19万 | 0.03% | 327 | 1 | 0.3% | $159 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $5.22万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $5.40万 | 0.03% | 158 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $5.47万 | 0.04% | 257 | 1 | 0.4% | $213 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $5.49万 | 0.04% | 676 | 1 | 0.1% | $81 | 加仓 |
| CTVA | CORTEVA INC | $5.56万 | 0.04% | 657 | 2 | 0.3% | $169 | 加仓 |
| IXUS | ISHARES TR | $5.59万 | 0.04% | 586 | 8 | 1.4% | $763 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $5.79万 | 0.04% | 627 | 2 | 0.3% | $185 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $5.99万 | 0.04% | 939 | 1 | 0.1% | $64 | 加仓 |
| SDY | SPDR SERIES TRUST | $6.17万 | 0.04% | 405 | 2 | 0.5% | $305 | 加仓 |
| ADI | ANALOG DEVICES INC | $6.26万 | 0.04% | 158 | 1 | 0.6% | $396 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $6.30万 | 0.04% | 188 | 0 | 0.0% | — | 不变 |
| NANR | SPDR INDEX SHS FDS | $6.57万 | 0.04% | 870 | 7 | 0.8% | $529 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $6.62万 | 0.04% | 499 | 2 | 0.4% | $265 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $6.67万 | 0.04% | 2,124 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $6.91万 | 0.04% | 668 | 4 | 0.6% | $414 | 加仓 |
| MDYG | SPDR SERIES TRUST | $7.20万 | 0.05% | 643 | 1 | 0.2% | $112 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $7.22万 | 0.05% | 360 | 2 | 0.6% | $401 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $7.48万 | 0.05% | 188 | -9 | -4.6% | -$3,579 | 减仓 |
| IVW | ISHARES TR | $7.54万 | 0.05% | 548 | -43 | -7.3% | -$5,913 | 减仓 |
| ETN | EATON CORP PLC | $7.72万 | 0.05% | 181 | 36 | 24.8% | $1.54万 | 加仓 |
| BA | BOEING CO | $7.94万 | 0.05% | 367 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $8.40万 | 0.05% | 42 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $8.50万 | 0.05% | 350 | 22 | 6.7% | $5,340 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $8.57万 | 0.06% | 88 | 1 | 1.1% | $974 | 加仓 |
| KO | COCA COLA CO | $9.09万 | 0.06% | 1,119 | 1 | 0.1% | $81 | 加仓 |
| NOW | SERVICENOW INC | $9.15万 | 0.06% | 921 | -159 | -14.7% | -$1.58万 | 减仓 |
| INTC | INTEL CORP | $9.20万 | 0.06% | 659 | 100 | 17.9% | $1.40万 | 加仓 |
| HD | HOME DEPOT INC | $9.22万 | 0.06% | 261 | 1 | 0.4% | $353 | 加仓 |
| IYY | ISHARES TR | $9.32万 | 0.06% | 511 | 1 | 0.2% | $182 | 加仓 |
| CRM | SALESFORCE INC | $9.34万 | 0.06% | 596 | 11 | 1.9% | $1,724 | 加仓 |
| IJJ | ISHARES TR | $9.34万 | 0.06% | 632 | 2 | 0.3% | $296 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $9.50万 | 0.06% | 229 | 2 | 0.9% | $830 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $9.77万 | 0.06% | 3,082 | 24 | 0.8% | $761 | 加仓 |
| WFC | WELLS FARGO & CO | $10.41万 | 0.07% | 1,260 | 5 | 0.4% | $413 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $10.86万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $11.89万 | 0.08% | 785 | 2 | 0.3% | $303 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $11.92万 | 0.08% | 361 | 1 | 0.3% | $330 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $12.25万 | 0.08% | 106 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $12.27万 | 0.08% | 219 | -67 | -23.4% | -$3.76万 | 减仓 |
| IVE | ISHARES TR | $12.65万 | 0.08% | 557 | 2 | 0.4% | $454 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $12.69万 | 0.08% | 666 | 1 | 0.2% | $191 | 加仓 |
| XT | ISHARES TR | $12.95万 | 0.08% | 1,567 | 7 | 0.4% | $578 | 加仓 |
| DVY | ISHARES TR | $13.97万 | 0.09% | 894 | 7 | 0.8% | $1,094 | 加仓 |
| SRCE | 1ST SOURCE CORP | $14.61万 | 0.09% | 1,791 | -1,062 | -37.2% | -$8.66万 | 减仓 |
| WMT | WALMART INC | $15.04万 | 0.10% | 1,328 | 6 | 0.5% | $679 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $15.20万 | 0.10% | 840 | 8 | 1.0% | $1,447 | 加仓 |