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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 124 项
建仓 22
增持 46
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$9.5M
55,109
减持
AVLV
AMERICAN CENTY ETF TR
-$8.6M
31,446
-80%
减持
AVUV
AMERICAN CENTY ETF TR
-$7.0M
66,520
-50%
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。
增持
VFLO
VICTORY PORTFOLIOS II
+$4.5M
187,326
+233%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.0M
279,315
+88%
减持
SPY
SPDR S&P 500 ETF TR
-$2.8M
51,349
-5%
建仓
QDPL
PACER FDS TR
+$2.0M
55,977
增持
IHDG
WISDOMTREE TR
+$1.7M
54,062
+267%
减持
EPI
WISDOMTREE TR
-$1.2M
18,264
-59%
清仓
OC
OWENS CORNING NEW
-$1.2M
0
-100%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.1M
43,647
-31%
清仓
TSCO
TRACTOR SUPPLY CO
-$1.1M
0
-100%
建仓
PINS
PINTEREST INC
+$911.2K
29,394
建仓
MPWR
MONOLITHIC PWR SYS INC
+$875.9K
1,510
增持
—
EXXON MOBIL CORP
+$859.3K
62,230
+2%
减持
HCMT
DIREXION SHS ETF TR
-$797.5K
12,506
-62%
减持
AVGO
BROADCOM INC
-$718.8K
2,895
-44%
建仓
XLK
SELECT SECTOR SPDR TR
+$642.8K
3,113
减持
COP
CONOCOPHILLIPS
-$636.6K
2,292
-74%
建仓
CLS
CELESTICA INC
+$593.9K
7,535
增持
AGG
ISHARES TR
+$576.5K
85,742
+5%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$480.1K
557,383
-0%
减持
NVDA
NVIDIA CORPORATION
-$459.3K
14,853
-4%
清仓
—
ARISTA NETWORKS INC
-$424.9K
0
-100%
减持
GOOGL
ALPHABET INC
-$409.6K
10,613
-2%
减持
TPR
TAPESTRY INC
-$367.9K
17,443
-29%
减持
SPDW
SPDR INDEX SHS FDS
-$358.0K
150,113
-12%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$354.2K
1,026
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$345.7K
6,754
-50%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$331.0K
0
-100%
增持
LGH
NORTHERN LTS FD TR III
+$330.2K
54,496
+23%
清仓
IR
INGERSOLL RAND INC
-$324.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$319.8K
3,422
建仓
JAJL
INNOVATOR ETFS TRUST
+$301.9K
11,113
清仓
SAIA
SAIA INC
-$292.1K
0
-100%
增持
KLAC
KLA CORP
+$288.4K
782
+103%
建仓
ANET
ARISTA NETWORKS INC
+$287.1K
3,706
清仓
—
AFYA LTD
-$280.8K
0
-100%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$279.7K
0
-100%
减持
ULTA
ULTA BEAUTY INC
-$276.6K
2,586
-8%
减持
AAPL
APPLE INC
-$264.1K
8,050
-2%
建仓
WMT
WALMART INC
+$258.8K
2,948
减持
JBL
JABIL INC
-$246.6K
8,359
-13%
减持
ET
ENERGY TRANSFER L P
-$239.5K
24,823
-31%
清仓
—
CAMTEK LTD
-$235.0K
0
-100%
减持
RDY
DR REDDYS LABS LTD
-$234.4K
67,806
-5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$230.9K
8,879
+104%
建仓
KO
COCA COLA CO
+$229.6K
3,206
清仓
GILD
GILEAD SCIENCES INC
-$228.3K
0
-100%
减持
UTHR
UNITED THERAPEUTICS CORP DEL
-$224.2K
3,524
-5%
建仓
XLI
SELECT SECTOR SPDR TR
+$223.9K
1,708
增持
MSFT
MICROSOFT CORP
+$216.6K
2,086
+55%
建仓
RTX
RTX CORPORATION
+$212.5K
1,604
清仓
TQQQ
PROSHARES TR
-$209.1K
0
-100%
建仓
UNH
UNITEDHEALTH GROUP INC
+$209.0K
399
建仓
QCOM
QUALCOMM INC
+$208.0K
1,354
建仓
AMGN
AMGEN INC
+$205.0K
658
建仓
PG
PROCTER AND GAMBLE CO
+$201.4K
1,182
建仓
NVO
NOVO-NORDISK A S
+$201.1K
2,896
建仓
UNP
UNION PAC CORP
+$200.1K
847
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$186.1K
60,315
+3%
建仓
RYLD
GLOBAL X FDS
+$179.1K
11,862
建仓
AGNC
AGNC INVT CORP
+$178.8K
18,667
增持
TOL
TOLL BROTHERS INC
-$171.6K
8,745
+1%
增持
QQH
NORTHERN LTS FD TR III
+$171.0K
45,771
+22%
增持
HODL
VANECK BITCOIN ETF
-$168.9K
12,680
+189%
减持
ADSK
AUTODESK INC
-$168.4K
4,149
-2%
减持
BJ
BJS WHSL CLUB HLDGS INC
+$159.1K
11,832
-11%
减持
META
META PLATFORMS INC
-$134.2K
2,835
-6%
减持
DOCU
DOCUSIGN INC
-$114.9K
12,037
-1%
减持
UNM
UNUM GROUP
-$111.2K
15,578
-18%
减持
GTLS
CHART INDS INC
-$109.4K
2,017
-4%
减持
LULU
LULULEMON ATHLETICA INC
-$108.5K
977
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$108.4K
15,560
+15%
增持
EXP
EAGLE MATLS INC
-$100.3K
4,206
+0%
减持
VITL
VITAL FARMS INC
-$93.8K
9,719
-6%
增持
OVV
OVINTIV INC
+$89.7K
19,183
+6%
增持
FIX
COMFORT SYS USA INC
-$87.6K
936
+2%
增持
IWM
ISHARES TR
+$81.3K
7,070
+18%
减持
CRM
SALESFORCE INC
-$81.2K
1,044
-3%
增持
MANH
MANHATTAN ASSOCIATES INC
+$76.2K
5,631
+69%
增持
EOG
EOG RES INC
+$70.1K
8,339
+2%
减持
MA
MASTERCARD INCORPORATED
-$68.1K
2,210
-9%
减持
—
RENAISSANCERE HLDGS LTD
-$65.3K
4,544
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$63.0K
2,108
+0%
增持
JNJ
JOHNSON & JOHNSON
+$51.5K
1,671
+7%
增持
—
ARCH CAP GROUP LTD
+$50.0K
12,002
+0%
增持
CWB
SPDR SER TR
+$47.2K
103,229
+2%
减持
FUTU
FUTU HLDGS LTD
+$46.0K
3,888
-12%
增持
SPEM
SPDR INDEX SHS FDS
+$45.7K
28,400
+2%
减持
DGRW
WISDOMTREE TR
-$44.5K
22,881
-1%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$43.6K
2,073
-5%
减持
FTNT
FORTINET INC
-$38.9K
3,951
-11%
减持
ABBV
ABBVIE INC
+$35.5K
1,318
-3%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$34.8K
8,212
+11%
增持
—
NOVA LTD
+$34.1K
1,545
+21%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$33.4K
9,482
-16%
增持
—
COSTAMARE INC
-$33.0K
23,594
+14%
减持
TW
TRADEWEB MKTS INC
+$32.6K
2,777
-4%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$32.5K
6,150
+9%
减持
GS
GOLDMAN SACHS GROUP INC
-$32.2K
395
-9%
增持
WEX
WEX INC
-$29.5K
5,257
+8%
减持
NFLX
NETFLIX INC
-$29.5K
409
-11%
增持
LPLA
LPL FINL HLDGS INC
+$27.7K
981
+9%
增持
MEDP
MEDPACE HLDGS INC
-$22.6K
4,197
+7%
增持
ADBE
ADOBE INC
+$21.6K
665
+27%
增持
VUG
VANGUARD INDEX FDS
-$19.8K
677
+3%
增持
MCD
MCDONALDS CORP
+$19.6K
796
+1%
增持
AMZN
AMAZON COM INC
+$19.0K
1,833
+22%
增持
HLNE
HAMILTON LANE INC
+$18.9K
1,636
+8%
增持
TXRH
TEXAS ROADHOUSE INC
+$18.2K
1,845
+15%
减持
HIG
HARTFORD INSURANCE GROUP INC
-$16.6K
10,033
-13%
减持
C
CITIGROUP INC
-$16.4K
3,580
-7%
增持
TTD
THE TRADE DESK INC
-$15.9K
4,662
+102%
增持
MS
MORGAN STANLEY
-$15.1K
1,735
+0%
增持
HD
HOME DEPOT INC
+$14.8K
1,017
+11%
减持
CSCO
CISCO SYS INC
-$14.1K
3,640
-10%
增持
MGK
VANGUARD WORLD FD
-$13.0K
664
+5%
增持
PANW
PALO ALTO NETWORKS INC
-$11.9K
5,808
+5%
减持
JPM
JPMORGAN CHASE & CO.
-$10.1K
1,017
-6%
减持
DOCS
DOXIMITY INC
-$6.6K
6,019
-10%
增持
ENSG
ENSIGN GROUP INC
-$6.0K
2,621
+1%
增持
CSL
CARLISLE COS INC
-$5.0K
2,536
+8%
增持
BAC
BANK AMERICA CORP
-$4.4K
5,101
+3%