FL

Financial Life Advisors

分散型投资策略趋势追踪型行业集中型

申报总市值

US$3.2亿

申报季度: 2026-03-31 · 持股只数: 52

FINANCIAL LIFE ADVISORS在最新一期 13F 报告中披露了 52 项持股，申报期为 2026-03-31，总持股市值约为 US$3.2亿，季度换手率为 7.2%。

机构性格雪花图

集中度
25.62
持仓稳定性
7.22
动能／逆势
100
行业集中度
86.53
多样化
100
仓位均衡度
84.58

近期动向

  • 减仓 IVW

    +1.5%　-US$300.4万

  • 减仓 SPHY

    -20.6%　-US$234.7万

  • 加仓 SPMB

    +9.3%　US$195.1万

  • 减仓 IYW

    -11.0%　-US$208.8万

  • 减仓 OEF

    -14.2%　-US$188.6万

  • 加仓 VWO

    +9.2%　US$108.1万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1IVWIshares S&p 500 Growth ETFETF-大型股与成长12.72%-0.80%+1.51%
2IVEIshares S&p 500 Value ETFETF-大型股与成长10.98%—+0.46%
3SCHZSchwab US Aggregate Bond ETFETF-其他10.85%+0.20%+1.54%
4SPMBSs Spdr P Mort Back Bond ETFETF-其他7.26%+0.67%+9.26%
5DYNFIshrs US E F R A Etf-usd INCETF-其他5.99%+0.09%+5.02%
6EFVIshares Msci Eafe Value ETFETF-其他5.44%+0.21%-1.24%
7VGLTVanguard Long-term TreasuryETF-政府公债5.05%+0.25%+4.91%
8VWOVanguard Ftse Emerging MarkeETF-新兴市场3.76%+0.37%+9.25%
9VUGVanguard Growth ETFETF-其他3.72%-0.12%+7.00%
10IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-其他3.70%+0.36%+10.56%
11QUALIshares Msci USA Quality FacETF-其他2.95%-0.02%+1.96%
12EFGIshares Msci Eafe Growth ETFETF-其他2.85%+0.02%+2.05%
13IYWIshares Ustechnology ETFETF-科技型2.75%-0.61%-10.99%
14SPHYSs Spdr P High Yield ETFETF-非投资级债2.63%-0.69%-20.61%
15OEFIshares S&p 100 ETFETF-其他2.29%-0.56%-14.18%
16VTVVanguard Value ETFETF-其他2.05%+0.09%+0.74%
17GLDMSpdr Gold Minishares TrustETF-避险与商品1.90%-0.12%-14.08%
18MUBIshares National Muni Bond EETF-其他1.54%+0.04%+2.92%
19ITAIshares U.s. Aerospace & DefETF-其他1.35%+0.12%+6.34%
20VTEBVanguard Tax-exempt Bond ETFETF-其他1.27%+0.03%+2.84%
21BINCIshares Flex I A Etf-usd INCETF-其他1.20%-0.02%-1.09%
22VTIPVanguard Short-term TipsETF-其他0.96%+0.03%+0.66%
23TLHIshares 10-20 Year TreasuryETF-政府公债0.80%+0.02%+2.63%
24XCEMColumbia Em Core Ex-chinaETF-新兴市场0.56%-0.06%-15.14%
25BAIIshrs Ai In And Tech Act ETFETF-科技型0.44%+0.44%NEW
26BLCRIshares Lrg Cp Cr Act Etf-uiETF-其他0.43%+0.43%NEW
27SPLVInvesco S&p 500 Low VolatiliETF-大型股与成长0.42%+0.03%+4.67%
28VEAVanguard Ftse Developed ETFETF-其他0.40%-0.03%-8.57%
29EMXCIshares Msci Emr Mrk Ex ChnaETF-其他0.33%-0.05%-20.34%
30SCHGSchwab US Large-cap GrowthETF-其他0.31%-0.03%—
31EHCEncompass Health CORP股票-医疗保健0.26%-0.03%—
32TFISs Spdr N Ice Muni Bond ETFETF-其他0.25%——
33AMZNAmazon.com INC股票-周期性消费0.23%-0.04%-4.84%
34VGTVanguard Info Tech ETFETF-科技型0.19%-0.02%-0.78%
35HYDVaneck High Yield Muni ETFETF-非投资级债0.17%-0.08%-30.20%
36IGSBIshares 1-5y Inv Grade CORPETF-其他0.16%-0.06%-26.24%
37USMVIshares Msci USA Min Vol FacETF-其他0.16%—-0.53%
38SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.16%-0.01%-3.39%
39IVVIshares Core S&p 500 ETFETF-大型股与成长0.15%-0.01%-2.58%
40AAPLApple INC股票-科技0.14%-0.02%-8.68%
41IEMGIshares Core Msci EmergingETF-新兴市场0.14%+0.05%+50.67%
42PZAInvesco National Amt-free MuETF-其他0.12%+0.12%NEW
43SCHXSchwab US Large-cap ETFETF-其他0.12%——
44MTUMIshares Msci USA Momentum FaETF-其他0.12%-0.01%-4.72%
45XOMExxon Mobil CORP股票-能源0.12%+0.04%-2.26%
46HEFAIsha Curr Hedged Msci EafeETF-其他0.11%-0.07%-37.69%
47NULGNuveen Esg Lrg-cap Grw ETFETF-其他0.09%-0.01%—
48EFAIshares Msci Eafe ETFETF-其他0.08%-0.01%-6.51%
49GOOGAlphabet Inc-cl C股票-通信服务0.08%-0.01%—
50VONVVanguard Russell 1000 ValueETF-其他0.07%——
1–50 of 52

本季持股变动

Financial Life Advisors 在 2026-03-31 最显著的持仓异动： 新建仓: Ishrs Ai In And Tech Act ETF (BAI); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建仓: Invesco National Amt-free Mu (PZA); 清仓: Ishares Core Msci Eafe ETF (IEFA); 清仓: Microsoft CORP (MSFT).

Financial Life Advisors 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SPMBSs Spdr P Mort Back Bond ETF+0.7%+9.26%加仓
2VWOVanguard Ftse Emerging Marke+0.4%+9.25%加仓
3IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.4%+10.56%加仓
4VGLTVanguard Long-term Treasury+0.3%+4.91%加仓
5EFVIshares Msci Eafe Value ETF+0.2%-1.24%减仓
6SCHZSchwab US Aggregate Bond ETF+0.2%+1.54%加仓
7ITAIshares U.s. Aerospace & Def+0.1%+6.34%加仓
8VTVVanguard Value ETF+0.1%+0.74%加仓
9DYNFIshrs US E F R A Etf-usd INC+0.1%+5.02%加仓
10IEMGIshares Core Msci Emerging+0.1%+50.67%加仓
11XOMExxon Mobil CORP0%-2.26%减仓
12MUBIshares National Muni Bond E0%+2.92%加仓
13SPLVInvesco S&p 500 Low Volatili0%+4.67%加仓
14VTEBVanguard Tax-exempt Bond ETF0%+2.84%加仓
15VTIPVanguard Short-term Tips0%+0.66%加仓
16TLHIshares 10-20 Year Treasury0%+2.63%加仓
17EFGIshares Msci Eafe Growth ETF0%+2.05%加仓
18SCHXSchwab US Large-cap ETF——不变
19SPYSs Spdr S&p 500 ETF Trust-us0%-3.39%减仓
20MTUMIshares Msci USA Momentum Fa0%-4.72%减仓
21IVVIshares Core S&p 500 ETF0%-2.58%减仓
22GOOGAlphabet Inc-cl C0%—不变
23NULGNuveen Esg Lrg-cap Grw ETF0%—不变
24EFAIshares Msci Eafe ETF0%-6.51%减仓
25QUALIshares Msci USA Quality Fac0%+1.96%加仓
26BINCIshares Flex I A Etf-usd INC0%-1.09%减仓
27AAPLApple INC0%-8.68%减仓
28VGTVanguard Info Tech ETF0%-0.78%减仓
29SCHGSchwab US Large-cap Growth0%—不变
30VEAVanguard Ftse Developed ETF0%-8.57%减仓
31EHCEncompass Health CORP0%—不变
32AMZNAmazon.com INC0%-4.84%减仓
33EMXCIshares Msci Emr Mrk Ex Chna-0.1%-20.34%减仓
34XCEMColumbia Em Core Ex-china-0.1%-15.14%减仓
35IGSBIshares 1-5y Inv Grade CORP-0.1%-26.24%减仓
36HEFAIsha Curr Hedged Msci Eafe-0.1%-37.69%减仓
37HYDVaneck High Yield Muni ETF-0.1%-30.20%减仓
38VUGVanguard Growth ETF-0.1%+7.00%加仓
39GLDMSpdr Gold Minishares Trust-0.1%-14.08%减仓
40OEFIshares S&p 100 ETF-0.6%-14.18%减仓
41IYWIshares Ustechnology ETF-0.6%-10.99%减仓
42SPHYSs Spdr P High Yield ETF-0.7%-20.61%减仓
43IVWIshares S&p 500 Growth ETF-0.8%+1.51%加仓
44BAIIshrs Ai In And Tech Act ETF—NEW新建仓
45BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建仓
46PZAInvesco National Amt-free Mu—NEW新建仓
47IEFAIshares Core Msci Eafe ETF—EXIT清仓
48MSFTMicrosoft CORP—EXIT清仓
49NVDANvidia CORP—EXIT清仓
50IWRIshares Russell Mid-cap ETF—EXIT清仓

FAQ

Financial Life Advisors 是什么机构？属于哪种投资人类型？
Financial Life Advisors 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.2亿，分布在 52 个已申报仓位之中。
Financial Life Advisors 目前前几大持股有哪些？
根据最新 13F 申报，Financial Life Advisors 按市值排列的前几大持股为： 1. Ishares S&p 500 Growth ETF (IVW) — US$4083.4万 (12.7%) 2. Ishares S&p 500 Value ETF (IVE) — US$3525.4万 (11.0%) 3. Schwab US Aggregate Bond ETF (SCHZ) — US$3484.3万 (10.8%) 4. Ss Spdr P Mort Back Bond ETF (SPMB) — US$2331.6万 (7.3%) 5. Ishrs US E F R A Etf-usd INC (DYNF) — US$1923.6万 (6.0%)
Financial Life Advisors 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Financial Life Advisors 共进行了 45 项显著调整：新建仓 3 个仓位、加仓 18 个既有持股、减仓 20 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Ishrs Ai In And Tech Act ETF (BAI); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建仓: Invesco National Amt-free Mu (PZA); 清仓: Ishares Core Msci Eafe ETF (IEFA); 清仓: Microsoft CORP (MSFT)
Financial Life Advisors 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Financial Life Advisors 的主要板块分布如下： • Consumer Discretionary: 40.7% • Information Technology: 24.5% • Energy: 20.6% • Communication Services: 14.2%