小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 111
增持 27
减持 12
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$3.4M
50,928
+3%
增持
IVV
ISHARES TR
+$2.9M
40,992
+4%
增持
HOOD
ROBINHOOD MKTS INC
+$2.3M
40,687
+7%
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。
减持
NVDA
NVIDIA CORPORATION
+$2.0M
77,489
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.6M
28,921
+8%
减持
AAPL
APPLE INC
+$973.1K
24,828
-5%
增持
ARKF
ARK ETF TR
+$907.3K
49,612
+30%
减持
LLY
ELI LILLY & CO
-$803.5K
175
-85%
增持
BTCW
WISDOMTREE BITCOIN FD
+$540.0K
14,005
+38%
增持
AXON
AXON ENTERPRISE INC
-$354.1K
5,282
+6%
增持
MGK
VANGUARD WORLD FD
+$267.5K
7,305
+0%
建仓
SLV
ISHARES SILVER TR
+$249.0K
5,876
建仓
DHI
D R HORTON INC
+$237.3K
1,400
建仓
GE
GE AEROSPACE
+$229.1K
762
建仓
IJT
ISHARES TR
+$210.4K
1,487
建仓
GOOGL
ALPHABET INC
+$210.0K
864
建仓
APP
APPLOVIN CORP
+$208.4K
290
建仓
IWO
ISHARES TR
+$193.1K
603
建仓
VST
VISTRA CORP
+$183.9K
939
减持
TSLA
TESLA INC
+$182.3K
1,538
-3%
建仓
IYE
ISHARES TR
+$175.0K
3,682
建仓
SRCE
1ST SOURCE CORP
+$173.5K
2,818
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$170.1K
609
增持
SPY
SPDR S&P 500 ETF TR
+$169.5K
2,812
+2%
增持
COST
COSTCO WHSL CORP NEW
-$167.0K
2,814
+1%
建仓
GLD
SPDR GOLD TR
+$160.0K
450
建仓
CARR
CARRIER GLOBAL CORPORATION
+$159.7K
2,675
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$155.5K
820
建仓
EFA
ISHARES TR
+$151.5K
1,622
增持
GS
GOLDMAN SACHS GROUP INC
+$148.1K
608
+28%
建仓
NET
CLOUDFLARE INC
+$143.8K
670
建仓
MS
MORGAN STANLEY
+$143.0K
899
建仓
AVGO
BROADCOM INC
+$142.8K
433
建仓
ARM
ARM HOLDINGS PLC
+$140.2K
991
建仓
IWB
ISHARES TR
+$139.8K
383
建仓
QLD
PROSHARES TR
+$139.5K
1,016
建仓
IJS
ISHARES TR
+$137.2K
1,241
增持
HWM
HOWMET AEROSPACE INC
+$137.0K
2,623
+29%
建仓
WMT
WALMART INC
+$136.0K
1,320
建仓
AMD
ADVANCED MICRO DEVICES INC
+$132.7K
820
建仓
XLE
SELECT SECTOR SPDR TR
+$130.7K
1,463
建仓
BIL
SPDR SERIES TRUST
+$127.3K
1,387
减持
XLF
SELECT SECTOR SPDR TR
-$126.9K
11,657
-19%
建仓
OTIS
OTIS WORLDWIDE CORP
+$123.9K
1,355
建仓
DVY
ISHARES TR
+$123.6K
870
增持
NFLX
NETFLIX INC
-$116.1K
981
+2%
建仓
IVE
ISHARES TR
+$113.6K
550
建仓
PM
PHILIP MORRIS INTL INC
+$113.1K
697
建仓
TDG
TRANSDIGM GROUP INC
+$113.0K
86
建仓
TJX
TJX COS INC NEW
+$112.5K
778
建仓
CAT
CATERPILLAR INC
+$110.0K
230
建仓
WFC
WELLS FARGO CO NEW
+$104.4K
1,246
建仓
XT
ISHARES TR
+$104.2K
1,449
建仓
HD
HOME DEPOT INC
+$103.8K
256
减持
MSFT
MICROSOFT CORP
+$103.3K
8,900
-2%
建仓
TRV
TRAVELERS COMPANIES INC
+$99.7K
357
建仓
—
ACCENTURE PLC IRELAND
+$93.8K
380
建仓
XLK
SELECT SECTOR SPDR TR
+$93.5K
332
建仓
EW
EDWARDS LIFESCIENCES CORP
+$93.3K
1,200
建仓
HOOG
THEMES ETF TR
+$92.5K
800
建仓
VBR
VANGUARD INDEX FDS
+$91.8K
440
增持
ORCL
ORACLE CORP
+$90.8K
1,439
+0%
建仓
ISRG
INTUITIVE SURGICAL INC
+$88.1K
197
建仓
SHY
ISHARES TR
+$84.5K
1,019
建仓
SSO
PROSHARES TR
+$82.5K
736
建仓
SCHD
SCHWAB STRATEGIC TR
+$82.0K
3,002
建仓
IJJ
ISHARES TR
+$81.1K
625
建仓
IVW
ISHARES TR
+$80.1K
664
建仓
IYY
ISHARES TR
+$79.7K
491
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$79.2K
3,533
+6%
建仓
BA
BOEING CO
+$79.2K
367
增持
RTX
RTX CORPORATION
+$75.6K
3,388
+1%
建仓
COF
CAPITAL ONE FINL CORP
+$75.6K
356
减持
NOW
SERVICENOW INC
-$75.2K
364
-9%
建仓
KO
COCA COLA CO
+$74.0K
1,116
减持
CRM
SALESFORCE INC
-$71.5K
1,832
-1%
减持
GOOG
ALPHABET INC
+$70.9K
1,221
-4%
建仓
CTVA
CORTEVA INC
+$66.2K
978
建仓
PH
PARKER-HANNIFIN CORP
+$66.0K
87
建仓
HIG
HARTFORD INSURANCE GROUP INC
+$65.8K
493
增持
IWM
ISHARES TR
+$65.0K
1,727
+6%
建仓
GEV
GE VERNOVA INC
+$63.4K
103
增持
IWF
ISHARES TR
+$61.4K
1,388
+0%
建仓
PG
PROCTER AND GAMBLE CO
+$60.6K
395
建仓
COIN
COINBASE GLOBAL INC
+$59.4K
176
建仓
SCHW
SCHWAB CHARLES CORP
+$59.3K
621
建仓
SDY
SPDR SERIES TRUST
+$58.9K
420
建仓
MDYG
SPDR SERIES TRUST
+$58.6K
639
建仓
RSG
REPUBLIC SVCS INC
+$58.4K
254
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$56.1K
672
建仓
NANR
SPDR INDEX SHS FDS
+$55.2K
854
建仓
PTIR
GRANITESHARES ETF TR
+$54.5K
1,680
增持
BAC
BANK AMERICA CORP
+$54.4K
12,085
+0%
建仓
HYG
ISHARES TR
+$54.1K
666
建仓
—
EATON CORP PLC
+$53.9K
144
增持
FSK
FS KKR CAP CORP
-$53.4K
9,848
+2%
建仓
BLK
BLACKROCK INC
+$51.5K
44
建仓
PGR
PROGRESSIVE CORP
+$49.9K
202
建仓
CVS
CVS HEALTH CORP
+$49.5K
656
建仓
LOPE
GRAND CANYON ED INC
+$49.4K
225
建仓
IAU
ISHARES GOLD TR
+$49.1K
675
建仓
MCD
MCDONALDS CORP
+$49.1K
162
建仓
XHB
SPDR SERIES TRUST
+$48.2K
435
建仓
IXUS
ISHARES TR
+$46.9K
568
建仓
ADC
AGREE RLTY CORP
+$45.9K
646
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$45.5K
3,914
-3%
建仓
XLV
SELECT SECTOR SPDR TR
+$45.0K
323
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$44.8K
938
建仓
—
CHUBB LIMITED
+$44.3K
157
建仓
IVOO
VANGUARD ADMIRAL FDS INC
+$44.2K
400
建仓
PKST
PEAKSTONE REALTY TRUST
+$44.1K
3,358
建仓
AMAT
APPLIED MATLS INC
+$43.6K
213
建仓
AXP
AMERICAN EXPRESS CO
+$43.2K
130
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$41.8K
2,124
建仓
FIX
COMFORT SYS USA INC
+$41.5K
50
减持
—
INVESCO EXCH TRD SLF IDX FD
-$41.2K
36,803
-5%
减持
IWD
ISHARES TR
-$41.1K
1,775
-14%
增持
VUG
VANGUARD INDEX FDS
+$39.6K
949
+0%
建仓
UFEB
INNOVATOR ETFS TRUST
+$39.2K
1,096
建仓
PNC
PNC FINL SVCS GROUP INC
+$39.1K
195
建仓
AJG
GALLAGHER ARTHUR J & CO
+$38.8K
125
建仓
COP
CONOCOPHILLIPS
+$38.6K
408
建仓
LQD
ISHARES TR
+$38.6K
346
建仓
CME
CME GROUP INC
+$38.4K
142
建仓
ADI
ANALOG DEVICES INC
+$38.3K
156
建仓
DSI
ISHARES TR
+$37.6K
299
建仓
MGV
VANGUARD WORLD FD
+$37.4K
272
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$37.2K
716
建仓
LOW
LOWES COS INC
+$36.4K
145
增持
CI
THE CIGNA GROUP
-$36.0K
886
+0%
建仓
WMB
WILLIAMS COS INC
+$35.8K
565
建仓
QQQJ
INVESCO EXCH TRADED FD TR II
+$35.3K
986
建仓
EWC
ISHARES INC
+$34.9K
690
建仓
—
FLEX LNG LTD
+$34.6K
1,374
建仓
NSC
NORFOLK SOUTHN CORP
+$34.5K
115
增持
SPYM
SPDR SERIES TRUST
+$34.3K
5,848
+0%
建仓
ET
ENERGY TRANSFER L P
+$34.3K
1,999
增持
JPM
JPMORGAN CHASE & CO.
+$34.0K
908
+4%
建仓
AGNC
AGNC INVT CORP
+$33.8K
3,457
建仓
NVO
NOVO-NORDISK A S
+$33.5K
603
建仓
GD
GENERAL DYNAMICS CORP
+$32.7K
96
增持
META
META PLATFORMS INC
+$32.6K
1,209
+4%
增持
V
VISA INC
+$32.2K
1,578
+11%
建仓
BANR
BANNER CORP
+$32.0K
489
建仓
UNH
UNITEDHEALTH GROUP INC
+$31.8K
92
增持
VOO
VANGUARD INDEX FDS
+$31.7K
697
+0%
建仓
DHR
DANAHER CORPORATION
+$31.7K
160
建仓
MRSH
MARSH & MCLENNAN COS INC
+$31.7K
157
建仓
CEG
CONSTELLATION ENERGY CORP
+$31.7K
96
建仓
RBRK
RUBRIK INC.
+$31.4K
382
