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 |
|---|---|---|---|---|---|---|---|---|
| LOPE | GRAND CANYON ED INC | $1.73万 | 0.01% | 121 | -76 | -38.6% | -$1.09万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $1.69万 | 0.01% | 1,518 | 53 | 3.6% | $591 | 加仓 |
| NUE | NUCOR CORP | $1.68万 | 0.01% | 76 | 1 | 1.3% | $222 | 加仓 |
| LOW | LOWES COS INC | $1.68万 | 0.01% | 76 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.61万 | 0.01% | 313 | 1 | 0.3% | $51 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.60万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $1.60万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.57万 | 0.01% | 30 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1.56万 | 0.01% | 115 | -229 | -66.6% | -$3.11万 | 减仓 |
| SO | SOUTHERN CO | $1.51万 | 0.01% | 158 | 2 | 1.3% | $191 | 加仓 |
| IWN | ISHARES TR | $1.48万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $1.48万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC | $1.42万 | 0.01% | 374 | 1 | 0.3% | $38 | 加仓 |
| ES | EVERSOURCE ENERGY | $1.40万 | 0.01% | 194 | 2 | 1.0% | $144 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.39万 | 0.01% | 106 | 1 | 1.0% | $131 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.39万 | 0.01% | 62 | 1 | 1.6% | $224 | 加仓 |
| NFLX | NETFLIX INC. | $1.36万 | 0.01% | 190 | -1 | -0.5% | -$71 | 减仓 |
| B | BARRICK MNG CORP | $1.34万 | 0.01% | 364 | 1 | 0.3% | $37 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.31万 | 0.01% | 80 | 1 | 1.3% | $164 | 加仓 |
| CRBN | ISHARES TR | $1.29万 | 0.01% | 51 | 1 | 2.0% | $252 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $1.28万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.25万 | 0.01% | 175 | 1 | 0.6% | $71 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1.25万 | 0.01% | 215 | 1 | 0.5% | $58 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.24万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.22万 | 0.01% | 30 | -13 | -30.2% | -$5,265 | 减仓 |
| AYI | ACUITY INC | $1.20万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.18万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $1.15万 | 0.01% | 135 | 135 | — | $1.15万 | 新建仓 |
| VTR | VENTAS INC | $1.10万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $1.10万 | 0.01% | 1,063 | 350 | 49.1% | $3,611 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $1.10万 | 0.01% | 2,986 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1.08万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO EXCH TRADED FD TR II | $1.07万 | 0.01% | 184 | 60 | 48.4% | $3,488 | 加仓 |
| VICI | VICI PPTYS INC | $1.05万 | 0.01% | 396 | 6 | 1.5% | $159 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.03万 | 0.01% | 572 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.02万 | 0.01% | 115 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.02万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $9,980 | 0.01% | 136 | 1 | 0.7% | $73 | 加仓 |
| IWV | ISHARES TR | $9,607 | 0.01% | 23 | 1 | 4.5% | $418 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $9,238 | 0.01% | 724 | 3 | 0.4% | $38 | 加仓 |
| ABT | ABBOTT LABORATORIES | $9,074 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $8,505 | 0.01% | 251 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $8,133 | 0.01% | 684 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $7,634 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $7,564 | 0.00% | 83 | 1 | 1.2% | $91 | 加仓 |
| VB | VANGUARD INDEX FDS | $7,414 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TENB | TENABLE HLDGS INC | $7,376 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $7,231 | 0.00% | 50 | 50 | — | $7,231 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $7,126 | 0.00% | 141 | -16 | -10.2% | -$809 | 减仓 |
| VGT | VANGUARD WORLD FD | $6,794 | 0.00% | 57 | 1 | 1.8% | $119 | 加仓 |
| PEP | PEPSICO INC | $6,770 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $6,637 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $6,499 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES TR | $6,479 | 0.00% | 812 | 3 | 0.4% | $24 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $6,426 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INC | $6,330 | 0.00% | 3,000 | 1,000 | 50.0% | $2,110 | 加仓 |
| PG | PROCTER & GAMBLE CO | $6,195 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CGNT | COGNYTE SOFTWARE LTD | $5,848 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $5,792 | 0.00% | 1,140 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $5,685 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR | $5,519 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $5,421 | 0.00% | 100 | 100 | — | $5,421 | 新建仓 |
| IUSV | ISHARES TR | $5,026 | 0.00% | 46 | 1 | 2.2% | $109 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $4,783 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $4,754 | 0.00% | 31 | 1 | 3.3% | $153 | 加仓 |
| STOK | STOKE THERAPEUTICS INC | $4,712 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $4,701 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $4,493 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | CANARY XRP ETF | $4,388 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $4,378 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $4,214 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $4,207 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $4,121 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $3,982 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,868 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $3,801 | 0.00% | 26 | -49 | -65.3% | -$7,163 | 减仓 |
| IDU | ISHARES TR | $3,731 | 0.00% | 33 | 1 | 3.1% | $113 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $3,400 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $3,280 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $3,183 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $3,067 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $3,006 | 0.00% | 819 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $2,113 | 0.00% | 42 | 1 | 2.4% | $50 | 加仓 |
| WDAY | WORKDAY INC | $2,082 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $2,047 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $2,009 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $1,860 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1,732 | 0.00% | 17 | -6 | -26.1% | -$611 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $1,724 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $1,496 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $1,372 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $1,350 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $1,272 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $1,257 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,215 | 0.00% | 4 | 2 | 100.0% | $608 | 加仓 |
| ESGU | ISHARES TR | $1,169 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1,142 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $1,048 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $983 | 0.00% | 50 | 0 | 0.0% | — | 不变 |