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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 107
增持 11
减持 31
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
ARKF
ARK ETF TR BLOCKCHAIN & FIN
-$2.7M
107
-100%
减持
AXON
AXON ENTERPRISE INC COM
-$2.5M
286
-94%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$2.0M
51,962
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。
-0%
减持
HOOD
ROBINHOOD MKTS INC COM CL A
-$1.8M
41,121
-1%
增持
IVV
ISHARES TR CORE S&P500 ETF
-$1.2M
42,107
+0%
减持
MSFT
MICROSOFT CORP COM
-$1.1M
8,600
-2%
减持
NVDA
NVIDIA CORPORATION COM
-$1.1M
76,546
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$1.0M
28,866
-2%
减持
NFLX
NETFLIX INC. COM
-$775.7K
191
-98%
减持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
-$586.4K
6,522
-10%
减持
AAPL
APPLE INC COM
-$530.8K
24,556
-1%
减持
V
VISA INC COM CL A
-$451.8K
184
-87%
减持
CRM
SALESFORCE INC COM
-$345.8K
585
-66%
减持
BTCW
WISDOMTREE BITCOIN FD SHS BEN INT
-$337.7K
15,597
-1%
减持
COST
COSTCO WHOLESALE CORPORATION COM
+$313.7K
2,705
-2%
减持
VST
VISTRA CORP COM
-$305.3K
101
-95%
建仓
IYE
ISHARES TR U.S. ENERGY ETF
+$240.3K
3,710
清仓
IGV
ISHARES TREXPANDED TECH
-$227.9K
0
-100%
减持
AMZN
AMAZON COM INC COM
-$225.8K
8,578
-2%
建仓
GLD
SPDR GOLD TR GOLD SHS
+$209.6K
487
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$208.3K
7,384
-1%
建仓
XLE
SELECT SECTOR SPDR TR STATE STREET ENE
+$206.3K
3,368
建仓
GEV
GE VERNOVA INC COM
+$205.4K
235
建仓
SRCE
1ST SOURCE CORP COM
+$197.4K
2,853
建仓
IWO
ISHARES TR RUS 2000 GRW ETF
+$180.4K
575
建仓
AMD
ADVANCED MICRO DEVICES INC COM
+$166.8K
820
减持
NOW
SERVICENOW INC COM
-$165.9K
1,080
-41%
建仓
WMT
WALMART INC COM
+$164.3K
1,322
建仓
LLY
ELI LILLY & CO COM
+$161.9K
176
建仓
EFA
ISHARES TR MSCI EAFE ETF
+$160.4K
1,651
建仓
RSP
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
+$158.6K
826
建仓
CARR
CARRIER GLOBAL CORPORATION COM
+$151.8K
2,696
建仓
ARM
ARM HOLDINGS PLC SPONSORED ADS
+$149.8K
991
建仓
MS
MORGAN STANLEY COM NEW
+$149.8K
910
建仓
IJS
ISHARES TR SP SMCP600VL ETF
+$147.9K
1,249
建仓
SSO
PROSHARES TR PSHS ULT S&P 500
+$144.3K
2,782
建仓
NET
CLOUDFLARE INC CL A COM
+$138.2K
670
减持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$138.1K
2,998
-16%
建仓
PM
PHILIP MORRIS INTL INC COM
+$137.6K
832
建仓
IWB
ISHARES TR RUS 1000 ETF
+$137.1K
385
建仓
CAT
CATERPILLAR INC COM
+$135.0K
191
建仓
DVY
ISHARES TR SELECT DIVID ETF
+$134.3K
887
减持
DIA
STATE STR SPDR DOW JONES IND UT SER 1
-$132.9K
2,703
-6%
建仓
TJX
TJX COS INC NEW COM
+$125.0K
783
减持
META
META PLATFORMS INC CL A
-$123.7K
1,187
-2%
减持
TSLA
TESLA INC COM
-$123.6K
1,518
-1%
建仓
IVE
ISHARES TR S&P 500 VAL ETF
+$117.1K
555
减持
SPY
STATE STR SPDR S&P 500 ETF T TR UNIT
-$108.8K
2,946
-1%
建仓
XT
ISHARES TR FUTURE EXPONENTI
+$106.3K
1,560
建仓
TRV
TRAVELERS COMPANIES INC COM
+$104.9K
360
建仓
WFC
WELLS FARGO & CO COM
+$99.9K
1,255
增持
—
EXXON MOBIL CORP COM
+$98.4K
1,963
+1%
建仓
EW
EDWARDS LIFESCIENCES CORP COM
+$96.1K
1,200
建仓
SCHD
SCHWAB STRATEGIC TR US DIVIDEND EQ
+$93.8K
3,058
减持
NRG
NRG ENERGY INC COM NEW
-$91.5K
2,593
-12%
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$90.8K
197
建仓
XLK
SELECT SECTOR SPDR TR STATE STREET TEC
+$88.4K
665
建仓
HD
HOME DEPOT INC COM
+$85.4K
260
建仓
KO
COCA COLA CO COM
+$85.0K
1,118
增持
HWM
HOWMET AEROSPACE INC COM
+$84.7K
2,790
+2%
建仓
IJJ
ISHARES TR S&P MC 400VL ETF
+$83.5K
630
建仓
FSK
FS KKR CAP CORP COM
+$81.5K
8,009
建仓
IYY
ISHARES TR DOW JONES US ETF
+$80.8K
510
建仓
PH
PARKER-HANNIFIN CORP COM
+$78.3K
87
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$75.6K
381
建仓
BA
BOEING CO COM
+$73.0K
367
建仓
AMAT
APPLIED MATLS INC COM
+$73.0K
214
建仓
NANR
SPDR INDEX SHS FDS STATE STREET SPD
+$72.5K
863
增持
BAC
BANK AMERICA CORP COM
-$71.8K
12,062
+1%
建仓
VBR
VANGUARD INDEX FDS SM CP VAL ETF
+$71.3K
328
建仓
PKST
PEAKSTONE REALTY TRUST COMMON SHARES
+$70.5K
3,375
减持
XLF
SELECT SECTOR SPDR TR STATE STREET FIN
-$70.2K
11,470
-1%
增持
ORCL
ORACLE CORP COM
-$68.3K
1,446
+0%
增持
IWM
ISHARES TR RUSSELL 2000 ETF
+$68.2K
2,014
+15%
减持
AVGO
BROADCOM INC COM
-$67.7K
1,737
-1%
建仓
HIG
HARTFORD INSURANCE GROUP INC COM
+$67.2K
497
建仓
IVW
ISHARES TR S&P 500 GRWT ETF
+$66.9K
591
建仓
COF
CAPITAL ONE FINL CORP COM
+$65.4K
358
增持
IWF
ISHARES TR RUS 1000 GRW ETF
-$64.6K
1,391
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
-$62.5K
1,162
-8%
建仓
MDYG
SPDR SERIES TRUST STATE STREET SPD
+$61.6K
642
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$61.5K
227
建仓
IAU
ISHARES GOLD TR ISHARES NEW
+$59.5K
675
建仓
SDY
SPDR SERIES TRUST STATE STREET SPD
+$58.8K
403
建仓
SCHW
SCHWAB CHARLES CORP COM
+$58.7K
625
建仓
FIX
COMFORT SYS USA INC COM
+$58.4K
42
建仓
RSG
REPUBLIC SVCS INC COM
+$56.1K
256
建仓
CTVA
CORTEVA INC COM
+$54.9K
655
建仓
COP
CONOCOPHILLIPS COM
+$54.7K
415
建仓
PEG
PUBLIC SVC ENTERPRISE GROUP COM
+$54.6K
675
建仓
OTIS
OTIS WORLDWIDE CORP COM
+$54.2K
703
建仓
CPRX
CATALYST PHARMACEUTICALS INC COM
+$52.6K
2,124
建仓
—
EATON CORP PLC SHS
+$51.8K
145
建仓
—
CHUBB LTD SWITZ COM
+$51.5K
158
建仓
MCD
MCDONALDS CORP COM
+$50.8K
164
建仓
PTIR
GRANITESHARES ETF TR 2X LONG PLTR
+$50.1K
3,063
建仓
IXUS
ISHARES TR CORE MSCI TOTAL
+$50.1K
578
建仓
ADI
ANALOG DEVICES INC COM
+$50.0K
157
建仓
ADC
AGREE RLTY CORP COM
+$49.8K
660
增持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$48.1K
952
+0%
建仓
XLV
SELECT SECTOR SPDR TR STATE STREET HEA
+$47.8K
326
建仓
CVS
CVS HEALTH CORP COM
+$47.7K
664
建仓
VRT
VERTIV HOLDINGS CO COM CL A
+$47.2K
188
建仓
IVOO
VANGUARD ADMIRAL FDS INC MIDCP 400 IDX
+$45.7K
400
建仓
RPG
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT
+$43.9K
938
建仓
CME
CME GROUP INC COM
+$43.2K
146
建仓
XHB
SPDR SERIES TRUST STATE STREET SPD
+$43.1K
437
建仓
—
FLEX LNG LTD SHS
+$43.1K
1,451
建仓
BLK
BLACKROCK INC COM
+$42.9K
45
减持
BSCS
INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28
-$42.8K
52,371
-3%
建仓
PGR
PROGRESSIVE CORP COM
+$42.6K
215
减持
JPM
JPMORGAN CHASE & CO COM
-$42.6K
855
-6%
建仓
WMB
WILLIAMS COS INC COM
+$41.8K
574
建仓
MGV
VANGUARD WORLD FD MEGA CAP VAL ETF
+$40.0K
276
建仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$40.0K
2,074
建仓
AXP
AMERICAN EXPRESS CO COM
+$39.5K
131
建仓
BP
BP PLC SPONSORED ADR
+$39.2K
834
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$38.9K
750
+1%
建仓
AGNC
AGNC INVT CORP COM
+$37.1K
3,697
建仓
DSI
ISHARES TR ESG MSCI KLD 400
+$36.4K
300
建仓
MU
MICRON TECHNOLOGY INC COM
+$35.8K
106
建仓
UFEB
INNOVATOR ETFS TRUST US EQT ULTRA BFR
+$35.1K
966
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS
+$34.7K
786
+3%
增持
RTX
RTX CORPORATION COM
+$34.5K
3,412
+0%
建仓
TDG
TRANSDIGM GROUP INC COM
+$34.4K
30
建仓
FCX
FREEPORT MCMORAN INC CL B
+$34.1K
581
建仓
LOPE
GRAND CANYON ED INC COM
+$33.4K
197
建仓
NSC
NORFOLK SOUTHN CORP COM
+$33.3K
116
建仓
GD
GENERAL DYNAMICS CORP COM
+$33.2K
97
减持
BSCR
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB
-$31.7K
18,563
-7%
建仓
DOV
DOVER CORP COM
+$31.4K
151
建仓
PNC
PNC FINL SVCS GROUP INC COM
+$30.6K
147
建仓
EOG
EOG RES INC COM
+$30.4K
210
建仓
DHR
DANAHER CORP DEL COM
+$30.2K
159
建仓
BANR
BANNER CORP COM NEW
+$30.1K
496
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$30.0K
44
建仓
NEE
NEXTERA ENERGY INC COM
+$29.7K
320
建仓
ITOT
ISHARES TR CORE S&P TTL STK
+$29.3K
205
建仓
VLO
VALERO ENERGY CORP COM
+$27.9K
113
建仓
QUAL
ISHARES TR MSCI USA QLT FCT
+$27.7K
144
建仓
XLC
SELECT SECTOR SPDR TR STATE STREET COM
+$27.3K
247
建仓
CSCO
CISCO SYS INC COM
+$27.3K
352
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$27.3K
126
建仓
USB
US BANCORP COM NEW
+$27.1K
520
减持
SLV
ISHARES SILVER TR ISHARES
-$26.9K
5,160
-12%
建仓
PAA
PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN
+$26.9K
1,203
建仓
SCHB
SCHWAB STRATEGIC TR US BRD MKT ETF
+$26.8K
1,067
建仓
XBI
SPDR SERIES TRUST STATE STREET SPD
+$26.6K
208
建仓
SPYG
SPDR SERIES TRUST STATE STREET SPD
+$26.5K
271
建仓
SHLD
GLOBAL X FDS DEFENSE TECH ETF
+$26.2K
370
