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Financial Life Planners 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Financial Life Planners
报告期 2026-03-31 · CIK 0002053368
持仓数
367
前50大市值合计
$119.9M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
QQQ
INVESCO QQQ TR UNIT SER 1
ETF
$30.0M
51,962
25.0%
IVV
ISHARES TR CORE S&P500 ETF
ETF
$27.5M
42,107
22.9%
NVDA
NVIDIA CORPORATION COM
COM
$13.3M
76,546
11.1%
AAPL
APPLE INC COM
COM
$6.2M
24,556
5.2%
PLTR
PALANTIR TECHNOLOGIES INC CL A
COM
$4.2M
28,866
3.5%
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
COM
$3.5M
7,384
3.0%
MSFT
MICROSOFT CORP COM
COM
$3.2M
8,600
2.7%
HOOD
ROBINHOOD MKTS INC COM CL A
COM
$2.8M
41,121
2.4%
COST
COSTCO WHOLESALE CORPORATION COM
COM
$2.7M
2,705
2.2%
MGK
VANGUARD WORLD FD MEGA GRWTH IND
Mutual fund
$2.4M
6,522
2.0%
MDY
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP
COM
$2.3M
3,808
2.0%
SPY
STATE STR SPDR S&P 500 ETF T TR UNIT
COM
$1.9M
2,946
1.6%
AMZN
AMAZON COM INC COM
COM
$1.8M
8,578
1.5%
DIA
STATE STR SPDR DOW JONES IND UT SER 1
COM
$1.3M
2,703
1.0%
BTCW
WISDOMTREE BITCOIN FD SHS BEN INT
ETF
$1.1M
15,597
0.9%
BSCS
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28
ETF
$1.1M
52,371
0.9%
META
META PLATFORMS INC CL A
COM
$678.9K
1,187
0.6%
GS
GOLDMAN SACHS GROUP INC COM
COM
$662.1K
783
0.6%
RTX
RTX CORPORATION COM
COM
$658.3K
3,412
0.5%
BSCQ
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB
ETF
$645.7K
33,061
0.5%
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
ETF
$644.7K
2,998
0.5%
HWM
HOWMET AEROSPACE INC COM
COM
$643.0K
2,790
0.5%
IWF
ISHARES TR RUS 1000 GRW ETF
ETF
$593.1K
1,391
0.5%
BAC
BANK AMERICA CORP COM
COM
$588.0K
12,062
0.5%
XLF
SELECT SECTOR SPDR TR STATE STREET FIN
ETF
$566.3K
11,470
0.5%
TSLA
TESLA INC COM
COM
$564.3K
1,518
0.5%
AVGO
BROADCOM INC COM
COM
$537.5K
1,737
0.4%
IWM
ISHARES TR RUSSELL 2000 ETF
ETF
$499.5K
2,014
0.4%
SPYM
SPDR SERIES TRUST STATE STREET SPD
COM
$450.0K
5,879
0.4%
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
ETF
$419.2K
701
0.3%
VUG
VANGUARD INDEX FDS GROWTH ETF
ETF
$415.8K
952
0.3%
IJH
ISHARES TR CORE S&P MCP ETF
ETF
$411.2K
6,089
0.3%
VONV
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL
Mutual fund
$408.6K
4,359
0.3%
FOCT
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT
ETF
$393.3K
8,249
0.3%
NRG
NRG ENERGY INC COM NEW
COM
$378.9K
2,593
0.3%
VNQ
VANGUARD INDEX FDS REAL ESTATE ETF
ETF
$375.5K
4,233
0.3%
BSCR
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB
ETF
$364.3K
18,563
0.3%
SLV
ISHARES SILVER TR ISHARES
ETF
$351.6K
5,160
0.3%
IWD
ISHARES TR RUS 1000 VAL ETF
ETF
$350.0K
1,638
0.3%
GOOG
ALPHABET INC CAP STK CL C
COM
$333.2K
1,162
0.3%
—
EXXON MOBIL CORP COM
COM
$333.1K
1,963
0.3%
TSM
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
SPONSORED ADS
$265.7K
786
0.2%
JPM
JPMORGAN CHASE & CO COM
COM
$251.4K
855
0.2%
GE
GE AEROSPACE COM NEW
COM
$249.6K
880
0.2%
GOOGL
ALPHABET INC CAP STK CL A
COM
$248.4K
864
0.2%
IYE
ISHARES TR U.S. ENERGY ETF
ETF
$240.3K
3,710
0.2%
CI
THE CIGNA GROUP COM
COM
$239.0K
896
0.2%
IJK
ISHARES TR S&P MC 400GR ETF
ETF
$237.0K
2,356
0.2%
IJT
ISHARES TR S&P SML 600 GWT
ETF
$215.9K
1,492
0.2%
ORCL
ORACLE CORP COM
COM
$212.7K
1,446
0.2%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
71%
前 6 大占比
QQQ
25.0%
IVV
22.9%
NVDA
11.1%
AAPL
5.2%
PLTR
3.5%
BRK/B
3.0%
其他
29.2%
