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Financial Life Planners · 13F 持仓分析
期权收益计算器 机构排行

Financial Life Planners

No.8019 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.56亿
环比变动 Q1 2026
+$2,518.1万+19.3%
持仓股票数
332
新买入
5
加仓
149
减仓
38
清仓
34
持股不变
140
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺QQQ信托VOO
25.23%22.99%$3,926.8万5.3万股$2,999.1万5.2万股+1,362股+2.62%加仓
IiShares安硕信托IVV
21.12%21.09%$3,287.1万4.4万股$2,750.5万4.2万股+1,786股+4.24%加仓
英伟达NVDA
9.94%10.23%$1,546.3万7.7万股$1,335.0万7.7万股+735股+0.96%加仓
苹果AAPL
4.48%4.78%$696.4万2.4万股$623.2万2.5万股-488股-1.99%减仓
RobinhoodHOOD
2.45%2.18%$381.0万3.8万股$285.0万4.1万股-3,126股-7.60%减仓
伯克希尔哈撒韦BRK.B
2.31%2.71%$359.4万7,182股$353.8万7,384股-202股-2.74%减仓
微软MSFT
2%2.44%$311.2万8,344股$318.3万8,600股-256股-2.98%减仓
帕兰提尔PLTR
1.93%3.24%$299.6万2.6万股$422.2万2.9万股-3,186股-11.04%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
1.83%1.84%$284.3万3.2万股$239.7万6,522股+2.6万股+395.94%加仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
1.7%1.8%$264.1万3,755股$234.9万3,808股-53股-1.39%减仓
好市多COST
1.63%2.07%$254.0万2,715股$269.5万2,705股+10股+0.37%加仓
SSPDR标普500 ETFSPY
1.41%1.47%$218.9万2,931股$191.6万2,946股-15股-0.51%减仓
亚马逊AMZN
1.34%1.37%$208.6万8,752股$178.7万8,578股+174股+2.03%加仓
IiShares安硕·RUSSELLIWM
1.04%0.38%$161.1万5,363股$50.0万2,014股+3,349股+166.29%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.91%0.96%$141.0万2,700股$125.2万2,703股-3股-0.11%减仓
高盛GS
0.7%0.51%$109.7万1,084股$66.2万783股+301股+38.44%加仓
HOWMET AEROSPACE COMHWM
0.68%0.49%$106.2万3,949股$64.3万2,790股+1,159股+41.54%加仓
博通AVGO
0.64%0.41%$100.4万2,657股$53.8万1,737股+920股+52.96%加仓
I景顺自营指数基金BSCS
0.63%0.82%$97.4万4.8万股$107.0万5.2万股-4,556股-8.70%减仓
WWisdomTree·BITCOIN FDBTCW
0.62%0.86%$96.9万1.6万股$111.8万1.6万股+31股+0.20%加仓
S道富·EET SPDR S&P BIOTECH ETFXBI
0.53%0.02%$83.0万5,246股$2.7万208股+5,038股+2,422.12%加仓
卡特彼勒CAT
0.51%0.1%$79.6万747股$13.5万191股+556股+291.10%加仓
IiShares安硕·RUSSELLIWF
0.48%0.45%$74.1万5,970股$59.3万1,391股+4,579股+329.19%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.46%0.49%$71.2万3,010股$64.5万2,998股+12股+0.40%加仓
BBANK OF AMERBAC
0.44%0.45%$69.0万1.2万股$58.8万1.2万股+53股+0.44%加仓
I景顺自营指数基金BSCQ
0.42%0.49%$65.2万3.3万股$64.6万3.3万股+332股+1.00%加仓
雷神技术RTX
0.42%0.5%$65.0万3,426股$65.8万3,412股+14股+0.41%加仓
特斯拉TSLA
0.41%0.43%$63.5万1,509股$56.4万1,518股-9股-0.59%减仓
Meta平台META
0.41%0.52%$63.4万1,126股$67.9万1,187股-61股-5.14%减仓
AAlphabet Inc Class CGOOG
0.37%0.26%$57.3万1,621股$33.3万1,162股+459股+39.50%加仓
V先锋领航指数基金VOO
0.35%0.32%$54.9万799股$41.9万701股+98股+13.98%加仓
GE VernovaGEV
0.33%0.16%$52.0万443股$20.5万235股+208股+88.51%加仓
V先锋领航指数基金VUG
0.31%0.32%$48.4万5,622股$41.6万952股+4,670股+490.55%加仓
AMD超威AMD
0.31%0.13%$47.6万820股$16.7万820股00.00%持仓不变
SSPDR行业精选信托XLF
0.29%0.43%$45.9万8,559股$56.6万1.1万股-2,911股-25.38%减仓
V先锋领航斯科茨代尔基金VONV
0.29%0.31%$45.6万4,292股$40.9万4,359股-67股-1.54%减仓
IiShares安硕·COREIJH
0.29%0.32%$45.4万5,893股$41.1万6,089股-196股-3.22%减仓
F第一信托交易所交易基金VIFOCT
0.28%0.3%$43.1万8,249股$39.3万8,249股00.00%持仓不变
谷歌AGOOGL
0.27%0.19%$42.3万1,184股$24.8万864股+320股+37.04%加仓
台积电TSM
0.26%0.2%$41.0万859股$26.6万786股+73股+9.29%加仓
V先锋领航指数基金VNQ
0.26%0.29%$40.8万4,235股$37.6万4,233股+2股+0.05%加仓
IiShares安硕信托IWD
0.26%0.27%$39.8万1,643股$35.0万1,638股+5股+0.31%加仓
S嘉信策略信托SCHC
0.25%0.02%$39.2万7,422股$2.5万513股+6,909股+1,346.78%加仓
Arm控股ARM
0.23%0.11%$35.1万991股$15.0万991股00.00%持仓不变
GE航空GE
0.21%0.19%$32.9万881股$25.0万880股+1股+0.11%加仓
S道富SPYM
0.2%0.34%$31.4万3,570股$45.0万5,879股-2,309股-39.28%减仓
NNRG ENERGYNRG
0.2%0.29%$31.2万2,138股$37.9万2,593股-455股-17.55%减仓
PProShares信托QLD
0.19%0.14%$30.0万3,096股$18.9万3,094股+2股+0.06%加仓
I景顺自营指数基金BSCR
0.18%0.28%$28.8万1.5万股$36.4万1.9万股-3,887股-20.94%减仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
0.18%0.17%$28.3万1,583股$21.6万1,492股+91股+6.10%加仓

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