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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $3,926.80万 | 25.23% | 53,324 | 1,362 | 2.6% | $100.30万 | 加仓 |
| IVV | ISHARES TR | $3,287.09万 | 21.12% | 43,893 | 1,786 | 4.2% | $133.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,546.31万 | 9.94% | 77,281 | 735 | 1.0% | $14.71万 | 加仓 |
| AAPL | APPLE INC | $696.43万 | 4.48% | 24,068 | -488 | -2.0% | -$14.12万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $381.01万 | 2.45% | 37,995 | -3,126 | -7.6% | -$31.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $359.39万 | 2.31% | 7,182 | -202 | -2.7% | -$10.11万 | 减仓 |
| MSFT | MICROSOFT CORP | $311.24万 | 2.00% | 8,344 | -256 | -3.0% | -$9.55万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $299.61万 | 1.93% | 25,680 | -3,186 | -11.0% | -$37.17万 | 减仓 |
| MGK | VANGUARD WORLD FD | $284.35万 | 1.83% | 32,345 | -265 | -0.8% | -$2.33万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $264.13万 | 1.70% | 3,755 | -53 | -1.4% | -$3.73万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $254.00万 | 1.63% | 2,715 | 10 | 0.4% | $9,356 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $218.92万 | 1.41% | 2,931 | -15 | -0.5% | -$1.12万 | 减仓 |
| AMZN | AMAZON COM INC | $208.61万 | 1.34% | 8,752 | 174 | 2.0% | $4.15万 | 加仓 |
| IWM | ISHARES TR | $161.13万 | 1.04% | 5,363 | 3,349 | 166.3% | $100.62万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $141.03万 | 0.91% | 2,700 | -3 | -0.1% | -$1,567 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $109.67万 | 0.70% | 1,084 | 301 | 38.4% | $30.45万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $106.18万 | 0.68% | 3,949 | 1,159 | 41.5% | $31.16万 | 加仓 |
| AVGO | BROADCOM INC | $100.38万 | 0.64% | 2,657 | 920 | 53.0% | $34.76万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $97.38万 | 0.63% | 47,815 | -4,556 | -8.7% | -$9.28万 | 减仓 |
| — | WISDOMTREE BITCOIN FD | $96.89万 | 0.62% | 15,628 | 31 | 0.2% | $1,922 | 加仓 |
| XBI | SPDR SERIES TRUST | $83.02万 | 0.53% | 5,246 | 5,038 | 2,422.1% | $79.72万 | 加仓 |
| CAT | CATERPILLAR INC | $79.59万 | 0.51% | 747 | 556 | 291.1% | $59.24万 | 加仓 |
| IWF | ISHARES TR | $74.13万 | 0.48% | 5,970 | 406 | 7.3% | $5.04万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $71.23万 | 0.46% | 3,010 | 12 | 0.4% | $2,840 | 加仓 |
| BAC | BANK OF AMER CORP | $69.03万 | 0.44% | 12,115 | 53 | 0.4% | $3,020 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $65.20万 | 0.42% | 33,393 | 332 | 1.0% | $6,482 | 加仓 |
| RTX | RTX CORPORATION | $65.01万 | 0.42% | 3,426 | 14 | 0.4% | $2,656 | 加仓 |
| TSLA | TESLA INC | $63.47万 | 0.41% | 1,509 | -9 | -0.6% | -$3,785 | 减仓 |
| META | META PLATFORMS INC | $63.43万 | 0.41% | 1,126 | -61 | -5.1% | -$3.44万 | 减仓 |
| GOOG | ALPHABET INC | $57.29万 | 0.37% | 1,621 | 459 | 39.5% | $16.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $54.88万 | 0.35% | 799 | 98 | 14.0% | $6.73万 | 加仓 |
| GEV | GE VERNOVA INC | $52.01万 | 0.33% | 443 | 208 | 88.5% | $24.42万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $48.43万 | 0.31% | 5,622 | -90 | -1.6% | -$7,753 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.63万 | 0.31% | 820 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $45.88万 | 0.29% | 8,559 | -2,911 | -25.4% | -$15.61万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $45.63万 | 0.29% | 4,292 | -67 | -1.5% | -$7,123 | 减仓 |
| IJH | ISHARES TR | $45.44万 | 0.29% | 5,893 | -196 | -3.2% | -$1.51万 | 减仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $43.13万 | 0.28% | 8,249 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $42.33万 | 0.27% | 1,184 | 320 | 37.0% | $11.44万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $41.03万 | 0.26% | 859 | 73 | 9.3% | $3.49万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $40.84万 | 0.26% | 4,235 | 2 | 0.0% | $193 | 加仓 |
| IWD | ISHARES TR | $39.83万 | 0.26% | 1,643 | 5 | 0.3% | $1,212 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $39.16万 | 0.25% | 7,422 | 6,909 | 1,346.8% | $36.45万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $35.12万 | 0.23% | 991 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $32.93万 | 0.21% | 881 | 1 | 0.1% | $374 | 加仓 |
| SPYM | SPDR SERIES TRUST | $31.37万 | 0.20% | 3,570 | -2,309 | -39.3% | -$20.29万 | 减仓 |
| NRG | NRG ENERGY INC | $31.23万 | 0.20% | 2,138 | -455 | -17.5% | -$6.65万 | 减仓 |
| QLD | PROSHARES TR | $29.96万 | 0.19% | 3,096 | 2 | 0.1% | $194 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $28.79万 | 0.18% | 14,676 | -3,887 | -20.9% | -$7.62万 | 减仓 |
| IJT | ISHARES TR | $28.27万 | 0.18% | 1,583 | 91 | 6.1% | $1.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $28.11万 | 0.18% | 859 | 4 | 0.5% | $1,309 | 加仓 |
| SLV | ISHARES SILVER TR | $27.59万 | 0.18% | 5,160 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $27.30万 | 0.18% | 1,997 | 34 | 1.7% | $4,648 | 加仓 |
| IJK | ISHARES TR | $26.55万 | 0.17% | 2,260 | -96 | -4.1% | -$1.13万 | 减仓 |
| CI | THE CIGNA GROUP | $24.84万 | 0.16% | 901 | 5 | 0.6% | $1,378 | 加仓 |
| DHI | D R HORTON INC | $22.87万 | 0.15% | 1,404 | 1 | 0.1% | $163 | 加仓 |
| IWO | ISHARES TR | $22.67万 | 0.15% | 576 | 1 | 0.2% | $394 | 加仓 |
| ORCL | ORACLE CORP | $21.25万 | 0.14% | 1,450 | 4 | 0.3% | $586 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.21万 | 0.14% | 754 | 4 | 0.5% | $1,125 | 加仓 |
| LLY | ELI LILLY & CO | $21.14万 | 0.14% | 176 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $19.85万 | 0.13% | 2,706 | 10 | 0.4% | $734 | 加仓 |
| MS | MORGAN STANLEY | $19.12万 | 0.12% | 915 | 5 | 0.5% | $1,045 | 加仓 |
| SSO | PROSHARES TR | $18.77万 | 0.12% | 2,786 | 4 | 0.1% | $270 | 加仓 |
| GLD | SPDR GOLD TR | $18.42万 | 0.12% | 500 | 13 | 2.7% | $4,790 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $17.55万 | 0.11% | 3,305 | -63 | -1.9% | -$3,346 | 减仓 |
| EFA | ISHARES TR | $17.42万 | 0.11% | 1,677 | 26 | 1.6% | $2,700 | 加仓 |
| IYE | ISHARES TR | $17.40万 | 0.11% | 3,074 | -636 | -17.1% | -$3.60万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $17.34万 | 0.11% | 815 | -11 | -1.3% | -$2,341 | 减仓 |
| IJS | ISHARES TR | $17.14万 | 0.11% | 1,254 | 5 | 0.4% | $683 | 加仓 |
| APP | APPLOVIN CORP | $16.59万 | 0.11% | 322 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $16.43万 | 0.11% | 670 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $15.78万 | 0.10% | 385 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $15.46万 | 0.10% | 214 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $15.20万 | 0.10% | 840 | 8 | 1.0% | $1,447 | 加仓 |
| WMT | WALMART INC | $15.04万 | 0.10% | 1,328 | 6 | 0.5% | $679 | 加仓 |
| SRCE | 1ST SOURCE CORP | $14.61万 | 0.09% | 1,791 | -1,062 | -37.2% | -$8.66万 | 减仓 |
| DVY | ISHARES TR | $13.97万 | 0.09% | 894 | 7 | 0.8% | $1,094 | 加仓 |
| XT | ISHARES TR | $12.95万 | 0.08% | 1,567 | 7 | 0.4% | $578 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $12.69万 | 0.08% | 666 | 1 | 0.2% | $191 | 加仓 |
| IVE | ISHARES TR | $12.65万 | 0.08% | 557 | 2 | 0.4% | $454 | 加仓 |
| AXON | AXON ENTERPRISE INC | $12.27万 | 0.08% | 219 | -67 | -23.4% | -$3.76万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $12.25万 | 0.08% | 106 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $11.92万 | 0.08% | 361 | 1 | 0.3% | $330 | 加仓 |
| TJX | TJX COS INC NEW | $11.89万 | 0.08% | 785 | 2 | 0.3% | $303 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $10.86万 | 0.07% | 1,200 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $10.41万 | 0.07% | 1,260 | 5 | 0.4% | $413 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $9.77万 | 0.06% | 3,082 | 24 | 0.8% | $761 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $9.50万 | 0.06% | 229 | 2 | 0.9% | $830 | 加仓 |
| IJJ | ISHARES TR | $9.34万 | 0.06% | 632 | 2 | 0.3% | $296 | 加仓 |
| CRM | SALESFORCE INC | $9.34万 | 0.06% | 596 | 11 | 1.9% | $1,724 | 加仓 |
| IYY | ISHARES TR | $9.32万 | 0.06% | 511 | 1 | 0.2% | $182 | 加仓 |
| HD | HOME DEPOT INC | $9.22万 | 0.06% | 261 | 1 | 0.4% | $353 | 加仓 |
| INTC | INTEL CORP | $9.20万 | 0.06% | 659 | 100 | 17.9% | $1.40万 | 加仓 |
| NOW | SERVICENOW INC | $9.15万 | 0.06% | 921 | -159 | -14.7% | -$1.58万 | 减仓 |
| KO | COCA COLA CO | $9.09万 | 0.06% | 1,119 | 1 | 0.1% | $81 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $8.57万 | 0.06% | 88 | 1 | 1.1% | $974 | 加仓 |
| VBR | VANGUARD INDEX FDS | $8.50万 | 0.05% | 350 | 22 | 6.7% | $5,340 | 加仓 |
| FIX | COMFORT SYS USA INC | $8.40万 | 0.05% | 42 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.94万 | 0.05% | 367 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $7.72万 | 0.05% | 181 | 36 | 24.8% | $1.54万 | 加仓 |