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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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4

25Q2 调仓2025-03-31 → 2025-06-30 · 共 84 项建仓 3增持 29减持 20清仓 32

方向

标的

Δ市值

现股数(环比)

增持

QQQ INVESCO QQQ TR

+$5.8M

49,287 +8%

增持

IVV ISHARES TR

+$4.0M

39,440 +8%

增持

NVDA NVIDIA CORPORATION

+$3.9M

78,622 +0%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

建仓

PLTR PALANTIR TECHNOLOGIES INC

+$3.6M

26,705

建仓

HOOD ROBINHOOD MKTS INC

+$3.6M

38,009

增持

AXON AXON ENTERPRISE INC

+$3.5M

5,006 +337%

减持

IWM ISHARES TR

-$2.1M

1,635 -87%

清仓

EFA ISHARES MSCI EAFE ETF

-$1.9M

0 -100%

建仓

ARKF ARK ETF TR

+$1.9M

38,030

减持

AAPL APPLE INC

-$1.3M

26,071 -13%

增持

NFLX NETFLIX INC

+$992.9K

965 +201%

增持

BTCW WISDOMTREE BITCOIN FD

+$736.7K

10,141 +110%

减持

MSFT MICROSOFT CORP

-$528.4K

9,060 -32%

增持

MGK VANGUARD WORLD FD

+$472.8K

7,297 +2%

增持

COST COSTCO WHSL CORP NEW

+$460.7K

2,800 +15%

增持

V VISA INC

+$405.6K

1,427 +395%

减持

MDY SPDR S&P MIDCAP 400 ETF TR

-$379.6K

4,038 -19%

减持

LLY ELI LILLY & CO

-$287.6K

1,202 -19%

增持

AMZN AMAZON COM INC

+$252.2K

8,547 +0%

增持

HWM HOWMET AEROSPACE INC

+$234.2K

2,030 +83%

增持

NRG NRG ENERGY INC

+$225.1K

2,806 +19%

清仓

IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF

-$196.9K

0 -100%

增持

META META PLATFORMS INC

+$188.3K

1,159 +0%

减持

DIA SPDR DOW JONES INDL AVERAGE

-$188.2K

3,058 -16%

清仓

IYE ISHARES US ENERGY ETF

-$179.9K

0 -100%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$178.9K

7,999 +15%

清仓

GOOGL ALPHABET INC CAP STK CL A

-$178.3K

0 -100%

清仓

DHI DR HORTON INC COM STK USD0.01

-$177.7K

0 -100%

清仓

RSP INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT

-$177.5K

0 -100%

清仓

CARR CARRIER GLOBAL CORPORATION COM

-$170.5K

0 -100%

清仓

SRCE 1ST SOURCE CORP

-$166.5K

0 -100%

清仓

SLV ISHARES SILVER TR ISHARES

-$162.5K

0 -100%

清仓

XT ISHARES TR EXPONENTIAL TECH

-$158.1K

0 -100%

清仓

— ACCENTURE PLC

-$157.5K

0 -100%

清仓

IWO ISHARES TR RUS 2000 GRW ETF

-$153.8K

0 -100%

清仓

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF

-$143.9K

0 -100%

清仓

FBND FIDELITY TOTAL BOND ETF

-$143.4K

0 -100%

清仓

OTIS OTIS WORLDWIDE CORP COM

-$138.5K

0 -100%

清仓

UNH UNITEDHEALTH GROUP INC

-$127.4K

0 -100%

清仓

XLE SELECT SECTOR SPDR TR ENERGY

-$126.2K

0 -100%

清仓

ISRG INTUITIVE SURGICAL INC

-$125.3K

0 -100%

清仓

IVE ISHARES S&P 500 VALUE ETF

-$123.8K

0 -100%

清仓

IWB ISHARES RUSSELL 1000 INDEX FUND

-$116.7K

0 -100%

清仓

HD HOME DEPOT INC

-$115.9K

0 -100%

清仓

WMT WALMART INC COM

-$115.1K

0 -100%

增持

ORCL ORACLE CORP

+$114.0K

1,436 +0%

清仓

IJJ ISHARES S&P MID-CAP 400 VALUE ETF

-$112.7K

0 -100%

增持

GS GOLDMAN SACHS GROUP INC

+$111.6K

474 +16%

清仓

TDG TRANSDIGM GROUP INC

-$110.9K

0 -100%

清仓

GE GE AEROSPACE COM NEW

-$110.0K

0 -100%

清仓

DVY ISHARES SELECT DIVIDEND ETF

-$109.8K

0 -100%

清仓

PM PHILIP MORRIS INTERNATIONAL INC COM NPV

-$108.9K

0 -100%

清仓

ARM ARM HOLDINGS PLC SPON ADS EACH REP 1 ORD SHS

-$105.8K

0 -100%

清仓

VBR VANGUARD SMALL CAP VALUE ETF

-$105.0K

0 -100%

清仓

PG PROCTER AND GAMBLE CO COM

-$104.1K

0 -100%

清仓

MS MORGAN STANLEY COM USD0.01

-$103.5K

0 -100%

减持

VNQ VANGUARD INDEX FDS

-$100.9K

4,734 -18%

清仓

KO COCA-COLA CO

-$100.7K

0 -100%

减持

NOW SERVICENOW INC

+$78.2K

399 -4%

减持

IWF ISHARES TR

+$73.8K

1,387 -3%

减持

IJH ISHARES TR

-$70.4K

6,455 -20%

增持

IGV ISHARES TR

+$68.0K

2,024 +17%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$64.2K

751 +19%

减持

BAC BANK AMERICA CORP

+$63.6K

12,025 -1%

减持

TSLA TESLA INC

+$58.3K

1,579 -8%

增持

JPM JPMORGAN CHASE & CO.

+$57.6K

871 +10%

减持

VONV VANGUARD SCOTTSDALE FDS

-$53.9K

4,297 -16%

减持

SPY SPDR S&P 500 ETF TR

-$53.2K

2,758 -12%

减持

IJK ISHARES TR

-$49.7K

2,418 -25%

增持

XLF SELECT SECTOR SPDR TR

+$48.3K

14,415 +2%

增持

RTX RTX CORPORATION

+$47.8K

3,364 +0%

增持

BSCS INVESCO EXCH TRD SLF IDX FD

+$47.0K

56,627 +4%

增持

— INVESCO EXCH TRD SLF IDX FD

+$43.0K

38,814 +6%

减持

GOOG ALPHABET INC

-$33.6K

1,277 -23%

减持

SPYM SPDR SERIES TRUST

+$30.7K

5,830 -2%

增持

BSCQ INVESCO EXCH TRD SLF IDX FD

+$27.7K

34,715 +4%

增持

BSCR INVESCO EXCH TRD SLF IDX FD

+$25.9K

20,731 +6%

减持

VOO VANGUARD INDEX FDS

+$24.2K

696 -4%

减持

VUG VANGUARD INDEX FDS

+$20.3K

948 -11%

增持

— EXXON MOBIL CORP

-$19.2K

1,916 +1%

增持

IWD ISHARES TR

+$14.3K

2,072 +0%

减持

CRM SALESFORCE INC

-$4.8K

1,854 -3%

增持

CI THE CIGNA GROUP

+$2.8K

882 +1%

增持

FSK FS KKR CAP CORP

+$1.9K

9,658 +2%