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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR UNIT SER 1 | $2,999.13万 | 22.99% | 51,962 | -149 | -0.3% | -$8.60万 | 减仓 |
| IVV | ISHARES TR CORE S&P500 ETF | $2,750.49万 | 21.09% | 42,107 | 173 | 0.4% | $11.30万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,334.95万 | 10.23% | 76,546 | -791 | -1.0% | -$13.79万 | 减仓 |
| AAPL | APPLE INC COM | $623.21万 | 4.78% | 24,556 | -320 | -1.3% | -$8.12万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $422.25万 | 3.24% | 28,866 | -647 | -2.2% | -$9.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $353.85万 | 2.71% | 7,384 | -70 | -0.9% | -$3.35万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $318.33万 | 2.44% | 8,600 | -212 | -2.4% | -$7.85万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $284.97万 | 2.18% | 41,121 | -274 | -0.7% | -$1.90万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $269.50万 | 2.07% | 2,705 | -56 | -2.0% | -$5.58万 | 减仓 |
| MGK | VANGUARD WORLD FD MEGA GRWTH IND | $239.65万 | 1.84% | 6,522 | -705 | -9.8% | -$25.91万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP | $234.88万 | 1.80% | 3,808 | -73 | -1.9% | -$4.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | $191.60万 | 1.47% | 2,946 | -23 | -0.8% | -$1.50万 | 减仓 |
| AMZN | AMAZON COM INC COM | $178.66万 | 1.37% | 8,578 | -140 | -1.6% | -$2.92万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND UT SER 1 | $125.22万 | 0.96% | 2,703 | -179 | -6.2% | -$8.29万 | 减仓 |
| — | WISDOMTREE BITCOIN FD SHS BEN INT | $111.84万 | 0.86% | 15,597 | -115 | -0.7% | -$8,246 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 | $106.96万 | 0.82% | 52,371 | -1,628 | -3.0% | -$3.32万 | 减仓 |
| META | META PLATFORMS INC CL A | $67.89万 | 0.52% | 1,187 | -29 | -2.4% | -$1.66万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $66.21万 | 0.51% | 783 | 18 | 2.4% | $1.52万 | 加仓 |
| RTX | RTX CORPORATION COM | $65.83万 | 0.50% | 3,412 | 11 | 0.3% | $2,122 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB | $64.57万 | 0.49% | 33,061 | 335 | 1.0% | $6,543 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $64.47万 | 0.49% | 2,998 | -564 | -15.8% | -$12.13万 | 减仓 |
| HWM | HOWMET AEROSPACE INC COM | $64.30万 | 0.49% | 2,790 | 67 | 2.5% | $1.54万 | 加仓 |
| IWF | ISHARES TR RUS 1000 GRW ETF | $59.31万 | 0.45% | 1,391 | 1 | 0.1% | $426 | 加仓 |
| BAC | BANK AMERICA CORP COM | $58.80万 | 0.45% | 12,062 | 65 | 0.5% | $3,169 | 加仓 |
| XLF | SELECT SECTOR SPDR TR STATE STREET FIN | $56.63万 | 0.43% | 11,470 | -150 | -1.3% | -$7,405 | 减仓 |
| TSLA | TESLA INC COM | $56.43万 | 0.43% | 1,518 | -12 | -0.8% | -$4,461 | 减仓 |
| AVGO | BROADCOM INC COM | $53.75万 | 0.41% | 1,737 | -12 | -0.7% | -$3,714 | 减仓 |
| IWM | ISHARES TR RUSSELL 2000 ETF | $49.95万 | 0.38% | 2,014 | 262 | 15.0% | $6.50万 | 加仓 |
| SPYM | SPDR SERIES TRUST STATE STREET SPD | $45.00万 | 0.34% | 5,879 | 14 | 0.2% | $1,072 | 加仓 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | $41.92万 | 0.32% | 701 | 1 | 0.1% | $598 | 加仓 |
| VUG | VANGUARD INDEX FDS GROWTH ETF | $41.58万 | 0.32% | 952 | 1 | 0.1% | $437 | 加仓 |
| IJH | ISHARES TR CORE S&P MCP ETF | $41.12万 | 0.32% | 6,089 | -128 | -2.1% | -$8,643 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS VNG RUS1000VAL | $40.86万 | 0.31% | 4,359 | 19 | 0.4% | $1,781 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $39.33万 | 0.30% | 8,249 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $37.89万 | 0.29% | 2,593 | -361 | -12.2% | -$5.27万 | 减仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE ETF | $37.55万 | 0.29% | 4,233 | 44 | 1.1% | $3,903 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB | $36.43万 | 0.28% | 18,563 | -1,496 | -7.5% | -$2.94万 | 减仓 |
| SLV | ISHARES SILVER TR ISHARES | $35.16万 | 0.27% | 5,160 | -716 | -12.2% | -$4.88万 | 减仓 |
| IWD | ISHARES TR RUS 1000 VAL ETF | $35.00万 | 0.27% | 1,638 | -75 | -4.4% | -$1.60万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $33.32万 | 0.26% | 1,162 | -99 | -7.9% | -$2.84万 | 减仓 |
| — | EXXON MOBIL CORP COM | $33.31万 | 0.26% | 1,963 | 13 | 0.7% | $2,206 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $26.57万 | 0.20% | 786 | 26 | 3.4% | $8,788 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $25.14万 | 0.19% | 855 | -57 | -6.2% | -$1.68万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $24.96万 | 0.19% | 880 | 2 | 0.2% | $567 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $24.84万 | 0.19% | 864 | 1 | 0.1% | $288 | 加仓 |
| IYE | ISHARES TR U.S. ENERGY ETF | $24.03万 | 0.18% | 3,710 | 28 | 0.8% | $1,814 | 重新持有 |
| CI | THE CIGNA GROUP COM | $23.90万 | 0.18% | 896 | 5 | 0.6% | $1,334 | 加仓 |
| IJK | ISHARES TR S&P MC 400GR ETF | $23.70万 | 0.18% | 2,356 | 2 | 0.1% | $201 | 加仓 |
| IJT | ISHARES TR S&P SML 600 GWT | $21.59万 | 0.17% | 1,492 | 2 | 0.1% | $289 | 加仓 |
| ORCL | ORACLE CORP COM | $21.27万 | 0.16% | 1,446 | 4 | 0.3% | $588 | 加仓 |
| GLD | SPDR GOLD TR GOLD SHS | $20.96万 | 0.16% | 487 | 37 | 8.2% | $1.59万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR STATE STREET ENE | $20.63万 | 0.16% | 3,368 | 1,905 | 130.2% | $11.67万 | 重新持有 |
| GEV | GE VERNOVA INC COM | $20.54万 | 0.16% | 235 | 132 | 128.2% | $11.54万 | 重新持有 |
| SRCE | 1ST SOURCE CORP COM | $19.74万 | 0.15% | 2,853 | 35 | 1.2% | $2,422 | 重新持有 |
| DHI | D R HORTON INC COM | $19.25万 | 0.15% | 1,403 | 1 | 0.1% | $137 | 加仓 |
| QLD | PROSHARES TR PSHS ULTRA QQQ | $18.88万 | 0.14% | 3,094 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $18.17万 | 0.14% | 750 | 5 | 0.7% | $1,211 | 加仓 |
| IWO | ISHARES TR RUS 2000 GRW ETF | $18.04万 | 0.14% | 575 | -28 | -4.6% | -$8,784 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC COM | $16.68万 | 0.13% | 820 | 0 | 0.0% | — | 重新持有 |
| WMT | WALMART INC COM | $16.43万 | 0.13% | 1,322 | 2 | 0.2% | $249 | 重新持有 |
| LLY | ELI LILLY & CO COM | $16.19万 | 0.12% | 176 | 1 | 0.6% | $920 | 重新持有 |
| EFA | ISHARES TR MSCI EAFE ETF | $16.04万 | 0.12% | 1,651 | 29 | 1.8% | $2,817 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $15.86万 | 0.12% | 826 | 6 | 0.7% | $1,152 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION COM | $15.18万 | 0.12% | 2,696 | 21 | 0.8% | $1,183 | 重新持有 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $14.98万 | 0.11% | 991 | 0 | 0.0% | — | 重新持有 |
| MS | MORGAN STANLEY COM NEW | $14.98万 | 0.11% | 910 | 11 | 1.2% | $1,810 | 重新持有 |
| IJS | ISHARES TR SP SMCP600VL ETF | $14.79万 | 0.11% | 1,249 | 8 | 0.6% | $948 | 重新持有 |
| SSO | PROSHARES TR PSHS ULT S&P 500 | $14.43万 | 0.11% | 2,782 | 2,046 | 278.0% | $10.62万 | 重新持有 |
| NET | CLOUDFLARE INC CL A COM | $13.82万 | 0.11% | 670 | 0 | 0.0% | — | 重新持有 |
| PM | PHILIP MORRIS INTL INC COM | $13.76万 | 0.11% | 832 | 135 | 19.4% | $2.23万 | 重新持有 |
| IWB | ISHARES TR RUS 1000 ETF | $13.71万 | 0.11% | 385 | 2 | 0.5% | $712 | 重新持有 |
| CAT | CATERPILLAR INC COM | $13.50万 | 0.10% | 191 | -39 | -17.0% | -$2.76万 | 重新持有 |
| DVY | ISHARES TR SELECT DIVID ETF | $13.43万 | 0.10% | 887 | 17 | 2.0% | $2,573 | 重新持有 |
| APP | APPLOVIN CORP COM CL A | $12.82万 | 0.10% | 322 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $12.50万 | 0.10% | 783 | 5 | 0.6% | $798 | 重新持有 |
| AXON | AXON ENTERPRISE INC COM | $12.15万 | 0.09% | 286 | -4,391 | -93.9% | -$186.59万 | 减仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $11.71万 | 0.09% | 555 | 5 | 0.9% | $1,055 | 重新持有 |
| NOW | SERVICENOW INC COM | $11.29万 | 0.09% | 1,080 | -740 | -40.7% | -$7.74万 | 减仓 |
| CRM | SALESFORCE INC COM | $10.92万 | 0.08% | 585 | -1,132 | -65.9% | -$21.13万 | 减仓 |
| XT | ISHARES TR FUTURE EXPONENTI | $10.63万 | 0.08% | 1,560 | 111 | 7.7% | $7,566 | 重新持有 |
| TRV | TRAVELERS COMPANIES INC COM | $10.49万 | 0.08% | 360 | 3 | 0.8% | $874 | 重新持有 |
| WFC | WELLS FARGO & CO COM | $9.99万 | 0.08% | 1,255 | 9 | 0.7% | $717 | 重新持有 |
| EW | EDWARDS LIFESCIENCES CORP COM | $9.61万 | 0.07% | 1,200 | 0 | 0.0% | — | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR US DIVIDEND EQ | $9.38万 | 0.07% | 3,058 | 56 | 1.9% | $1,718 | 重新持有 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $9.08万 | 0.07% | 197 | 0 | 0.0% | — | 重新持有 |
| XLK | SELECT SECTOR SPDR TR STATE STREET TEC | $8.84万 | 0.07% | 665 | 333 | 100.3% | $4.43万 | 重新持有 |
| HD | HOME DEPOT INC COM | $8.54万 | 0.07% | 260 | 4 | 1.6% | $1,313 | 重新持有 |
| KO | COCA COLA CO COM | $8.50万 | 0.07% | 1,118 | 2 | 0.2% | $152 | 重新持有 |
| IJJ | ISHARES TR S&P MC 400VL ETF | $8.35万 | 0.06% | 630 | 5 | 0.8% | $663 | 重新持有 |
| FSK | FS KKR CAP CORP COM | $8.15万 | 0.06% | 8,009 | -1,839 | -18.7% | -$1.87万 | 重新持有 |
| IYY | ISHARES TR DOW JONES US ETF | $8.08万 | 0.06% | 510 | 19 | 3.9% | $3,011 | 重新持有 |
| PH | PARKER-HANNIFIN CORP COM | $7.83万 | 0.06% | 87 | 0 | 0.0% | — | 重新持有 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $7.56万 | 0.06% | 381 | 1 | 0.3% | $198 | 重新持有 |
| BA | BOEING CO COM | $7.30万 | 0.06% | 367 | 0 | 0.0% | — | 重新持有 |
| AMAT | APPLIED MATLS INC COM | $7.30万 | 0.06% | 214 | 1 | 0.5% | $341 | 重新持有 |
| NANR | SPDR INDEX SHS FDS STATE STREET SPD | $7.25万 | 0.06% | 863 | 9 | 1.1% | $756 | 重新持有 |
| VBR | VANGUARD INDEX FDS SM CP VAL ETF | $7.13万 | 0.05% | 328 | -112 | -25.5% | -$2.43万 | 重新持有 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $7.05万 | 0.05% | 3,375 | 17 | 0.5% | $355 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $6.72万 | 0.05% | 497 | 4 | 0.8% | $541 | 重新持有 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $6.69万 | 0.05% | 591 | -73 | -11.0% | -$8,263 | 重新持有 |