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 |
|---|---|---|---|---|---|---|---|---|
| ASTS | AST SPACEMOBILE INC COM CL A | $1.66万 | 0.01% | 200 | 200 | — | $1.66万 | 新建仓 |
| MET | METLIFE INC COM | $1.64万 | 0.01% | 232 | 3 | 1.3% | $213 | 重新持有 |
| AEM | AGNICO EAGLE MINES LTD COM | $1.62万 | 0.01% | 80 | 80 | — | $1.62万 | 新建仓 |
| TXN | TEXAS INSTRS INC COM | $1.61万 | 0.01% | 83 | 1 | 1.2% | $194 | 重新持有 |
| CLS | CELESTICA INC COM | $1.61万 | 0.01% | 57 | 57 | — | $1.61万 | 新建仓 |
| — | DUPONT DE NEMOURS INC COM | $1.58万 | 0.01% | 344 | 3 | 0.9% | $138 | 重新持有 |
| XSW | SPDR SERIES TRUST STATE STREET SPD | $1.55万 | 0.01% | 109 | -16 | -12.8% | -$2,282 | 重新持有 |
| VST | VISTRA CORP COM | $1.51万 | 0.01% | 101 | -1,885 | -94.9% | -$28.21万 | 减仓 |
| SO | SOUTHERN CO COM | $1.51万 | 0.01% | 156 | 2 | 1.3% | $194 | 重新持有 |
| LIN | LINDE PLC SHS | $1.50万 | 0.01% | 30 | 0 | 0.0% | — | 重新持有 |
| RGR | STURM RUGER & CO INC COM | $1.50万 | 0.01% | 373 | 1 | 0.3% | $40 | 重新持有 |
| XME | SPDR SERIES TRUST STATE STREET SPD | $1.49万 | 0.01% | 138 | 138 | — | $1.49万 | 新建仓 |
| B | BARRICK MNG CORP COM SHS | $1.48万 | 0.01% | 363 | 4 | 1.1% | $163 | 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 |
| AMT | AMERICAN TOWER CORP COM | $1.37万 | 0.01% | 79 | 1 | 1.3% | $174 | 重新持有 |
| ES | EVERSOURCE ENERGY COM | $1.33万 | 0.01% | 192 | 4 | 2.1% | $277 | 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 |
| COIN | COINBASE GLOBAL INC COM CL A | $1.31万 | 0.01% | 75 | -101 | -57.4% | -$1.76万 | 重新持有 |
| — | THEMES ETF TR LEVERAGE SHS 2X | $1.29万 | 0.01% | 756 | -44 | -5.5% | -$753 | 重新持有 |
| NUE | NUCOR CORP COM | $1.28万 | 0.01% | 75 | 0 | 0.0% | — | 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 |
| MDLZ | MONDELEZ INTL INC CL A | $1.23万 | 0.01% | 214 | 4 | 1.9% | $230 | 重新持有 |
| — | GRAYSCALE ETHEREUM STAKING E SHS | $1.23万 | 0.01% | 721 | 721 | — | $1.23万 | 新建仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $1.20万 | 0.01% | 36 | 0 | 0.0% | — | 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 |
| AOA | ISHARES TR CORE 80/20 AGGRE | $1.18万 | 0.01% | 133 | 2 | 1.5% | $177 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO COM | $1.17万 | 0.01% | 312 | 2 | 0.6% | $75 | 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 |
| SPG | SIMON PPTY GROUP INC NEW COM | $1.15万 | 0.01% | 61 | 1 | 1.7% | $188 | 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 |
| CRBN | ISHARES TR LOW CARBON OPTIM | $1.12万 | 0.01% | 50 | 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 |
| — | ISHARES ETHEREUM TR SHS | $1.08万 | 0.01% | 684 | 0 | 0.0% | — | 重新持有 |
| VICI | VICI PPTYS INC COM | $1.06万 | 0.01% | 390 | 12 | 3.2% | $328 | 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 |
| ABT | ABBOTT LABORATORIES COM | $1.03万 | 0.01% | 100 | 0 | 0.0% | — | 重新持有 |
| VLTO | VERALTO CORP COM SHS | $1.02万 | 0.01% | 115 | 0 | 0.0% | — | 重新持有 |
| VTR | VENTAS INC COM | $1.01万 | 0.01% | 124 | 2 | 1.6% | $163 | 重新持有 |
| SNDA | SONIDA SENIOR LIVING INC COM | $1.01万 | 0.01% | 313 | 313 | — | $1.01万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS TOTAL BND MRKT | $9,911 | 0.01% | 135 | 3 | 2.3% | $220 | 重新持有 |
| VBK | VANGUARD INDEX FDS SML CP GRW ETF | $9,764 | 0.01% | 32 | 0 | 0.0% | — | 重新持有 |
| RXRX | RECURSION PHARMACEUTICALS IN CL A | $9,168 | 0.01% | 2,986 | 0 | 0.0% | — | 重新持有 |
| EXE | EXPAND ENERGY CORPORATION COM | $9,048 | 0.01% | 82 | 82 | — | $9,048 | 新建仓 |
| AYI | ACUITY INC COM | $8,920 | 0.01% | 32 | 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 |
| MCK | MCKESSON CORP COM | $8,734 | 0.01% | 10 | 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 |
| IWV | ISHARES TR RUSSELL 3000 ETF | $8,333 | 0.01% | 22 | 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 |
| PEP | PEPSICO INC COM | $7,765 | 0.01% | 50 | 0 | 0.0% | — | 重新持有 |
| BITO | PROSHARES TR BITCOIN ETF | $7,531 | 0.01% | 809 | 149 | 22.6% | $1,387 | 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 |
| 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 |
| — | DIREXION SHARES ETF TRUST DLY NFLX BULL 2X | $6,874 | 0.01% | 229 | 13 | 6.0% | $390 | 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 |
| VB | VANGUARD INDEX FDS SMALL CP ETF | $6,387 | 0.00% | 24 | 0 | 0.0% | — | 重新持有 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $6,144 | 0.00% | 572 | 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 |
| WSO | WATSCO INC COM | $5,750 | 0.00% | 16 | 0 | 0.0% | — | 重新持有 |
| — | CANARY XRP ETF SHS | $5,663 | 0.00% | 396 | 396 | — | $5,663 | 新建仓 |
| MA | MASTERCARD INCORPORATED CL A | $5,521 | 0.00% | 11 | -24 | -68.6% | -$1.20万 | 重新持有 |
| CGNT | COGNYTE SOFTWARE LTD ORD SHS | $5,395 | 0.00% | 666 | 0 | 0.0% | — | 重新持有 |
| SAP | SAP SE SPON ADR | $5,216 | 0.00% | 30 | 0 | 0.0% | — | 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 |
| IYG | ISHARES TR U.S. FIN SVC ETF | $5,041 | 0.00% | 61 | 1 | 1.7% | $83 | 重新持有 |
| VGT | VANGUARD WORLD FD INF TECH ETF | $4,952 | 0.00% | 7 | 0 | 0.0% | — | 重新持有 |
| SYK | STRYKER CORPORATION COM | $4,892 | 0.00% | 15 | 0 | 0.0% | — | 重新持有 |
| — | DIREXION SHARES ETF TRUST DLY AVGO BULL 2X | $4,834 | 0.00% | 147 | 147 | — | $4,834 | 新建仓 |
| STOK | STOKE THERAPEUTICS INC COM | $4,689 | 0.00% | 144 | 144 | — | $4,689 | 新建仓 |
| IUSV | ISHARES TR CORE S&P US VLU | $4,646 | 0.00% | 45 | 0 | 0.0% | — | 重新持有 |
| DIS | DISNEY WALT CO COM | $4,499 | 0.00% | 47 | -7 | -13.0% | -$670 | 重新持有 |
| CGMM | CAPITAL GROUP EQUITY ETF TR US SMALL AND MID | $4,375 | 0.00% | 149 | 149 | — | $4,375 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF SHS CREATION UNI | $4,341 | 0.00% | 108 | 108 | — | $4,341 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL SHS | $4,296 | 0.00% | 127 | 127 | — | $4,296 | 新建仓 |
| RR | RICHTECH ROBOTICS INC CL B | $4,180 | 0.00% | 2,000 | 0 | 0.0% | — | 重新持有 |
| ARKF | ARK ETF TR BLOCKCHAIN & FIN | $4,053 | 0.00% | 107 | -55,977 | -99.8% | -$212.03万 | 减仓 |
| MSOS | ADVISORSHARES TR PURE US CANNABIS | $4,047 | 0.00% | 1,140 | 0 | 0.0% | — | 重新持有 |
| USMV | ISHARES TR MSCI USA MIN VOL | $4,039 | 0.00% | 44 | 1 | 2.3% | $92 | 重新持有 |
| GDDY | GODADDY INC CL A | $3,969 | 0.00% | 48 | 0 | 0.0% | — | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3,878 | 0.00% | 42 | 0 | 0.0% | — | 重新持有 |
| IBRX | IMMUNITYBIO INC COM | $3,835 | 0.00% | 500 | 500 | — | $3,835 | 新建仓 |
| IDU | ISHARES TR U.S. UTILITS ETF | $3,759 | 0.00% | 32 | 0 | 0.0% | — | 重新持有 |
| MGM | MGM RESORTS INTERNATIONAL COM | $3,703 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| VTI | VANGUARD INDEX FDS TOTAL STK MKT | $3,690 | 0.00% | 12 | -18 | -60.0% | -$5,535 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP COM | $3,682 | 0.00% | 13 | -83 | -86.5% | -$2.35万 | 重新持有 |
| CGMS | CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR | $3,650 | 0.00% | 134 | 134 | — | $3,650 | 新建仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY SHS | $3,410 | 0.00% | 108 | 108 | — | $3,410 | 新建仓 |
| GBIL | GOLDMAN SACHS ETF TR ACCES TREASURY | $3,409 | 0.00% | 34 | 1 | 3.0% | $100 | 重新持有 |
| TENB | TENABLE HLDGS INC COM | $3,383 | 0.00% | 200 | 0 | 0.0% | — | 重新持有 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $3,201 | 0.00% | 100 | -550 | -84.6% | -$1.76万 | 重新持有 |
| CRWV | COREWEAVE INC COM CL A | $3,099 | 0.00% | 40 | 0 | 0.0% | — | 重新持有 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE SHS ETF | $3,088 | 0.00% | 86 | 86 | — | $3,088 | 新建仓 |
| — | CAPITAL GRP FIXED INCM ETF T HIGH YIELD BOND | $3,054 | 0.00% | 122 | 122 | — | $3,054 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC COM | $2,883 | 0.00% | 819 | 819 | — | $2,883 | 新建仓 |
| FTV | FORTIVE CORP COM | $2,880 | 0.00% | 52 | 0 | 0.0% | — | 重新持有 |
| QCOM | QUALCOMM INC COM | $2,859 | 0.00% | 22 | 0 | 0.0% | — | 重新持有 |
| CCL | CARNIVAL CORP COMMON STOCK | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 重新持有 |
| WSM | WILLIAMS SONOMA INC COM | $2,390 | 0.00% | 13 | 0 | 0.0% | — | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2,259 | 0.00% | 36 | 0 | 0.0% | — | 重新持有 |
| WDAY | WORKDAY INC CL A | $2,209 | 0.00% | 17 | 0 | 0.0% | — | 重新持有 |