Financial Life Planners 13F 持仓 · 2026年Q2
Financial Life Planners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 333 只证券，申报市值合计 1.56 亿美元。前几大持仓：QQQ（25.23%）、IVV（21.12%）、NVDA（9.94%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $39.3M | 25.23% | 53,324 | 增持 |
| 2 | IVV | ISHARES TR | $32.9M | 21.12% | 43,893 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $15.5M | 9.94% | 77,281 | 增持 |
| 4 | AAPL | APPLE INC | $7.0M | 4.48% | 24,068 | 减持 |
| 5 | HOOD | ROBINHOOD MKTS INC | $3.8M | 2.45% | 37,995 | 减持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.6M | 2.31% | 7,182 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $3.1M | 2.00% | 8,344 | 减持 |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | $3.0M | 1.93% | 25,680 | 减持 |
| 9 | MGK | VANGUARD WORLD FD | $2.8M | 1.83% | 32,345 | 增持 |
| 10 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.6M | 1.70% | 3,755 | 减持 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $2.5M | 1.63% | 2,715 | 增持 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 1.41% | 2,931 | 减持 |
| 13 | AMZN | AMAZON COM INC | $2.1M | 1.34% | 8,752 | 增持 |
| 14 | IWM | ISHARES TR | $1.6M | 1.04% | 5,363 | 增持 |
| 15 | DIA | STATE STR SPDR DOW JONES IND | $1.4M | 0.91% | 2,700 | 减持 |
| 16 | GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.70% | 1,084 | 增持 |
| 17 | HWM | HOWMET AEROSPACE INC | $1.1M | 0.68% | 3,949 | 增持 |
| 18 | AVGO | BROADCOM INC | $1.0M | 0.64% | 2,657 | 增持 |
| 19 | BSCS | INVESCO EXCH TRD SLF IDX FD | $973,751 | 0.63% | 47,815 | 减持 |
| 20 | BTCW | WISDOMTREE BITCOIN FD | $968,906 | 0.62% | 15,628 | 增持 |
| 21 | XBI | SPDR SERIES TRUST | $830,160 | 0.53% | 5,246 | 增持 |
| 22 | CAT | CATERPILLAR INC | $795,898 | 0.51% | 747 | 增持 |
| 23 | IWF | ISHARES TR | $741,283 | 0.48% | 5,970 | 增持 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $712,297 | 0.46% | 3,010 | 增持 |
| 25 | BAC | BANK OF AMER CORP | $690,322 | 0.44% | 12,115 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR