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 |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI | $2,136 | 0.00% | 64 | 64 | — | $2,136 | 新建仓 |
| CGIB | CAPITAL GRP FIXED INCM ETF T INTERNATIONAL BD | $2,124 | 0.00% | 84 | 84 | — | $2,124 | 新建仓 |
| MUB | ISHARES TR NATIONAL MUN ETF | $2,115 | 0.00% | 20 | 0 | 0.0% | — | 重新持有 |
| SBUX | STARBUCKS CORP COM | $2,047 | 0.00% | 23 | -1 | -4.2% | -$89 | 重新持有 |
| SPHD | INVESCO EXCH TRADED FD TR II S&P500 HDL VOL | $2,036 | 0.00% | 41 | 1 | 2.5% | $50 | 重新持有 |
| CGSD | CAPITAL GRP FIXED INCM ETF T SHORT DURATION | $1,844 | 0.00% | 71 | 71 | — | $1,844 | 新建仓 |
| BOTZ | GLOBAL X FDS RBTCS ARTFL INTE | $1,628 | 0.00% | 49 | 0 | 0.0% | — | 重新持有 |
| CGUI | CAPITAL GRP FIXED INCM ETF T ULTRA SHORT INCO | $1,552 | 0.00% | 61 | 61 | — | $1,552 | 新建仓 |
| URI | UNITED RENTALS INC COM | $1,487 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1,481 | 0.00% | 99 | 99 | — | $1,481 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $1,452 | 0.00% | 4 | 0 | 0.0% | — | 重新持有 |
| CHWY | CHEWY INC CL A | $1,350 | 0.00% | 50 | 0 | 0.0% | — | 重新持有 |
| BTC | GRAYSCALE BITCOIN MINI TR ET SHS NEW | $1,320 | 0.00% | 44 | -4 | -8.3% | -$120 | 重新持有 |
| DGS | WISDOMTREE TR EMG MKTS SMCAP | $1,258 | 0.00% | 21 | 0 | 0.0% | — | 重新持有 |
| NIO | NIO INC SPON ADS | $1,249 | 0.00% | 207 | 0 | 0.0% | — | 重新持有 |
| ESGE | ISHARES INC ESG AWR MSCI EM | $1,235 | 0.00% | 27 | 0 | 0.0% | — | 重新持有 |
| — | HONEYWELL INTL INC COM | $1,233 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| EMB | ISHARES TR JPMORGAN USD EMG | $1,222 | 0.00% | 13 | 0 | 0.0% | — | 重新持有 |
| — | NANO X IMAGING LTD ORD SHS | $1,213 | 0.00% | 534 | 0 | 0.0% | — | 重新持有 |
| ESGV | VANGUARD WORLD FD ESG US STK ETF | $1,144 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| ESGU | ISHARES TR ESG AWR MSCI USA | $1,008 | 0.00% | 7 | 1 | 16.7% | $144 | 重新持有 |
| PANW | PALO ALTO NETWORKS INC COM | $962 | 0.00% | 6 | 0 | 0.0% | — | 重新持有 |
| SUSC | ISHARES TR ESG AWRE USD ETF | $742 | 0.00% | 32 | 1 | 3.2% | $23 | 重新持有 |
| VNT | VONTIER CORPORATION COM | $722 | 0.00% | 20 | 0 | 0.0% | — | 重新持有 |
| RAL | RALLIANT CORP COM | $710 | 0.00% | 17 | 0 | 0.0% | — | 重新持有 |
| QQQJ | INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 | $655 | 0.00% | 18 | -968 | -98.2% | -$3.52万 | 重新持有 |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | $621 | 0.00% | 13 | 0 | 0.0% | — | 重新持有 |
| GGN | GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT | $550 | 0.00% | 103 | 3 | 3.0% | $16 | 重新持有 |
| — | AMPLIFY ETF TR ALTRNTV HARV ETF | $493 | 0.00% | 21 | 0 | 0.0% | — | 重新持有 |
| IAGG | ISHARES TR CORE INTL AGGR | $486 | 0.00% | 10 | 1 | 11.1% | $49 | 重新持有 |
| QQQM | INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | $477 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| MOS | MOSAIC CO COM | $466 | 0.00% | 18 | 0 | 0.0% | — | 重新持有 |
| STIP | ISHARES TR 0-5 YR TIPS ETF | $434 | 0.00% | 4 | 0 | 0.0% | — | 重新持有 |
| NVAX | NOVAVAX INC COM NEW | $399 | 0.00% | 49 | 0 | 0.0% | — | 重新持有 |
| JMSI | J P MORGAN EXCHANGE TRADED F SUSTAINABLE MUNI | $368 | 0.00% | 7 | 0 | 0.0% | — | 重新持有 |
| — | TIDAL TRUST III NAACP MINO ETF | $351 | 0.00% | 7 | 0 | 0.0% | — | 重新持有 |
| ARKQ | ARK ETF TR AUTNMUS TECHNLGY | $344 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| AZN | ASTRAZENECA PLC ORD | $315 | 0.00% | 2 | 2 | — | $315 | 新建仓 |
| VOTE | TCW ETF TRUST TRANSFRM 500 ETF | $312 | 0.00% | 4 | 0 | 0.0% | — | 重新持有 |
| — | GOPRO INC CL A | $308 | 0.00% | 400 | 0 | 0.0% | — | 重新持有 |
| SHE | SPDR SERIES TRUST STATE STREET SPD | $261 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| VTIP | VANGUARD MALVERN FDS STRM INFPROIDX | $212 | 0.00% | 4 | 0 | 0.0% | — | 重新持有 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $202 | 0.00% | 29 | 0 | 0.0% | — | 重新持有 |
| PFE | PFIZER INC COM | $198 | 0.00% | 7 | 0 | 0.0% | — | 重新持有 |
| ESML | ISHARES TR ESG AWARE MSCI | $145 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| AVY | AVERY DENNISON CORP COM | $143 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| ARKK | ARK ETF TR INNOVATION ETF | $139 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| — | CANOPY GROWTH CORPORATION COM NEW | $109 | 0.00% | 114 | 0 | 0.0% | — | 重新持有 |
| ESGD | ISHARES TR ESG AW MSCI EAFE | $101 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| MTRN | MATERION CORP COM | $90 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| WELL | WELLTOWER INC COM | $85 | 0.00% | 0 | 0 | — | — | 清仓 |
| MRK | MERCK & CO INC COM | $78 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $77 | 0.00% | 1 | 1 | — | $77 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR STATE STREET IND | $76 | 0.00% | 0 | 0 | — | — | 清仓 |
| NEM | NEWMONT CORP COM | $72 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO COM | $56 | 0.00% | 6 | 0 | 0.0% | — | 重新持有 |
| XLB | SELECT SECTOR SPDR TR STATE STREET MAT | $54 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| EBAY | EBAY INC. COM | $52 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| APH | AMPHENOL CORP CL A | $51 | 0.00% | 0 | 0 | — | — | 清仓 |
| EAGG | ISHARES TR ESG AWR US AGRGT | $51 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| IYJ | ISHARES TR US INDUSTRIALS | $38 | 0.00% | 0 | 0 | — | — | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $34 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| MFA | MFA FINL INC COM | $29 | 0.00% | 3 | 0 | 0.0% | — | 重新持有 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $25 | 0.00% | 10 | 0 | 0.0% | — | 重新持有 |
| ALTO | ALTO INGREDIENTS INC COM | $20 | 0.00% | 4 | 0 | 0.0% | — | 重新持有 |
| — | ISHARES TR SELF DRIVNG EV | $16 | 0.00% | 0 | 0 | — | — | 清仓 |
| T | AT&T INC COM | $9 | 0.00% | 0 | 0 | — | — | 清仓 |
| IGV | ISHARES TREXPANDED TECH | $0 | 0.00% | 0 | -2,156 | -100.0% | -$22.79万 | 清仓 |