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Lifestyle Asset Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lifestyle Asset Management, Inc.
报告期 2026-03-31 · CIK 0001845675
持仓数
134
前50大市值合计
$267.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 112 项
建仓 11
增持 34
减持 49
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$9.7M
51,158
+48%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$6.9M
597,079
-27%
增持
—
EXXON MOBIL CORP
+$4.6M
56,988
+238%
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。
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$3.0M
0
-100%
建仓
EPI
WISDOMTREE TR
+$2.2M
45,532
建仓
VFLO
VICTORY PORTFOLIOS II
+$1.8M
56,818
减持
MOAT
VANECK ETF TRUST
-$1.6M
15,188
-53%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.5M
187,983
+17%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
57,942
+65%
减持
AVUV
AMERICAN CENTY ETF TR
-$1.2M
141,441
-5%
增持
META
META PLATFORMS INC
+$1.2M
2,823
+473%
清仓
UMC
UNITED MICROELECTRONICS CORP
-$1.1M
0
-100%
清仓
VOD
VODAFONE GROUP PLC NEW
-$1.0M
0
-100%
建仓
—
RENAISSANCERE HLDGS LTD
+$1.0M
4,480
建仓
IHDG
WISDOMTREE TR
+$745.4K
16,350
增持
DGRW
WISDOMTREE TR
+$499.0K
24,139
+33%
减持
LECO
LINCOLN ELEC HLDGS INC
-$446.7K
4,618
-10%
建仓
VITL
VITAL FARMS INC
+$432.5K
9,248
减持
WEX
WEX INC
-$411.7K
4,470
-12%
减持
BRKR
BRUKER CORP
-$393.2K
12,290
-2%
建仓
HODL
VANECK BITCOIN TR
+$390.7K
5,756
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$370.4K
61,554
-8%
减持
AGG
ISHARES TR
-$349.7K
74,691
-4%
减持
SPDW
SPDR INDEX SHS FDS
-$343.5K
160,968
-4%
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$335.3K
2,358
减持
ET
ENERGY TRANSFER L P
-$332.6K
44,677
-34%
减持
MPC
MARATHON PETE CORP
-$331.0K
5,701
-13%
建仓
NFLX
NETFLIX INC
+$305.7K
453
减持
TOL
TOLL BROTHERS INC
-$305.3K
9,490
-12%
减持
ULTA
ULTA BEAUTY INC
-$296.3K
2,056
-1%
建仓
GTLS
CHART INDS INC
+$288.4K
1,998
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$279.2K
0
-100%
清仓
TRGP
TARGA RES CORP
-$271.5K
0
-100%
增持
QQH
NORTHERN LTS FD TR III
+$267.7K
37,545
+1%
减持
BIL
SPDR SER TR
-$264.8K
88,293
-3%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
+$254.5K
3,886
-9%
建仓
TQQQ
PROSHARES TR
+$249.2K
3,376
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$245.8K
0
-100%
清仓
PAYC
PAYCOM SOFTWARE INC
-$240.6K
0
-100%
减持
EXP
EAGLE MATLS INC
-$236.6K
3,627
-4%
清仓
CRM
SALESFORCE INC
-$236.1K
0
-100%
清仓
MRK
MERCK & CO INC
-$234.7K
0
-100%
清仓
—
PERION NETWORK LTD
-$230.3K
0
-100%
减持
WMS
ADVANCED DRAIN SYS INC DEL
-$229.6K
6,850
-11%
清仓
UNP
UNION PAC CORP
-$227.7K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$213.6K
715
清仓
CSCO
CISCO SYS INC
-$212.5K
0
-100%
清仓
PEP
PEPSICO INC
-$209.5K
0
-100%
减持
AAPL
APPLE INC
+$208.8K
7,941
-7%
增持
NVDA
NVIDIA CORPORATION
+$205.9K
16,331
+715%
清仓
CMCSA
COMCAST CORP NEW
-$205.4K
0
-100%
清仓
MS
MORGAN STANLEY
-$204.5K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$204.3K
0
-100%
清仓
MCD
MCDONALDS CORP
-$203.0K
0
-100%
清仓
KO
COCA COLA CO
-$201.5K
0
-100%
减持
GOOGL
ALPHABET INC
+$196.0K
10,000
-7%
减持
TPR
TAPESTRY INC
-$194.7K
23,863
-7%
减持
MA
MASTERCARD INCORPORATED
-$189.7K
2,324
-8%
减持
ADSK
AUTODESK INC
-$184.9K
3,897
-12%
减持
COP
CONOCOPHILLIPS
-$180.9K
7,710
-8%
增持
HCMT
DIREXION SHS ETF TR
+$179.2K
38,574
+5%
减持
HIG
HARTFORD FINL SVCS GROUP INC
-$175.3K
11,376
-11%
减持
UNM
UNUM GROUP
-$147.7K
18,857
-9%
增持
LGH
NORTHERN LTS FD TR III
+$145.1K
43,227
+1%
减持
OC
OWENS CORNING NEW
-$135.4K
6,967
-14%
减持
AVGO
BROADCOM INC
+$132.2K
486
-1%
增持
—
ARISTA NETWORKS INC
+$114.1K
1,104
+17%
减持
EOG
EOG RES INC
-$94.7K
7,432
-8%
增持
ADBE
ADOBE INC
+$88.5K
548
+28%
减持
MEDP
MEDPACE HLDGS INC
-$88.2K
3,456
-8%
增持
ELF
E L F BEAUTY INC
+$87.7K
1,662
+24%
增持
FUTU
FUTU HLDGS LTD
+$86.7K
5,066
+12%
增持
NVO
NOVO-NORDISK A S
+$85.0K
2,433
+19%
增持
AMZN
AMAZON COM INC
+$80.2K
1,691
+24%
减持
—
ASML HOLDING N V
-$78.2K
1,196
-11%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$78.1K
14,621
-9%
减持
AMAT
APPLIED MATLS INC
-$76.2K
5,540
-17%
减持
LLY
ELI LILLY & CO
-$75.5K
250
-36%
减持
TSCO
TRACTOR SUPPLY CO
-$73.0K
3,989
-9%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$61.6K
2,528
+14%
增持
ON
ON SEMICONDUCTOR CORP
-$61.5K
12,661
+0%
增持
KLAC
KLA CORP
+$58.8K
328
+8%
减持
HD
HOME DEPOT INC
-$58.0K
927
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$56.9K
2,036
-5%
减持
IWM
ISHARES TR
-$55.4K
5,808
-1%
增持
TW
TRADEWEB MKTS INC
+$52.2K
2,496
+22%
增持
APO
APOLLO GLOBAL MGMT INC
+$51.9K
2,489
+16%
减持
—
ARCH CAP GROUP LTD
-$50.3K
11,172
-12%
减持
BJ
BJS WHSL CLUB HLDGS INC
+$48.5K
12,882
-10%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$47.0K
5,250
+5312%
减持
RDY
DR REDDYS LABS LTD
-$46.8K
13,267
-8%
增持
BHP
BHP GROUP LTD
+$45.7K
5,198
+19%
增持
ENSG
ENSIGN GROUP INC
+$44.5K
2,313
+19%
增持
—
AFYA LTD
+$44.5K
14,784
+27%
减持
C
CITIGROUP INC
-$42.2K
3,570
-16%
增持
CROX
CROCS INC
+$41.6K
2,314
+12%
减持
JPM
JPMORGAN CHASE & CO.
-$39.7K
1,128
-16%
增持
MSFT
MICROSOFT CORP
+$39.5K
1,154
+2%
增持
SAIA
SAIA INC
+$38.1K
581
+43%
减持
IRT
INDEPENDENCE RLTY TR INC
+$33.2K
64,449
-11%
增持
—
SUPER MICRO COMPUTER INC
-$31.0K
401
+13%
减持
GS
GOLDMAN SACHS GROUP INC
-$30.0K
473
-19%
增持
IR
INGERSOLL RAND INC
+$25.8K
3,434
+14%
减持
ABBV
ABBVIE INC
-$23.8K
1,306
-4%
增持
FTNT
FORTINET INC
+$23.8K
4,072
+26%
增持
OPCH
OPTION CARE HEALTH INC
+$19.0K
8,292
+32%
减持
BAC
BANK AMERICA CORP
-$17.1K
5,254
-12%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$16.2K
12,027
-3%
增持
FIX
COMFORT SYS USA INC
+$15.8K
1,107
+10%
增持
JNJ
JOHNSON & JOHNSON
-$15.0K
1,533
+1%
减持
SPEM
SPDR INDEX SHS FDS
+$5.7K
26,493
-3%
减持
AMGN
AMGEN INC
-$4.3K
695
-11%
