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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 144 项
建仓 34
增持 65
减持 19
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
AVDE
AMERICAN CENTY ETF TR
+$6.4M
87,032
减持
SPY
SPDR S&P 500 ETF TR
-$2.9M
41,873
-18%
清仓
IHDG
WISDOMTREE TR
-$2.3M
0
-100%
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。
建仓
EFAA
INVESCO ACTIVELY MANAGED EXC
+$2.3M
45,112
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.1M
324,002
+16%
清仓
AVLV
AMERICAN CENTY ETF TR
-$2.1M
0
-100%
建仓
APP
APPLOVIN CORP
+$1.8M
5,193
增持
FIX
COMFORT SYS USA INC
+$1.8M
3,876
+314%
增持
QQH
NORTHERN LTS FD TR III
+$1.6M
63,757
+39%
增持
CWB
SPDR SERIES TRUST
+$1.6M
114,878
+11%
增持
NFLX
NETFLIX INC
+$1.6M
1,460
+257%
增持
LGH
NORTHERN LTS FD TR III
+$1.5M
75,999
+39%
增持
SPDW
SPDR INDEX SHS FDS
+$1.5M
170,991
+14%
建仓
EXEL
EXELIXIS INC
+$1.4M
32,270
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$1.4M
0
-100%
建仓
WDC
WESTERN DIGITAL CORP
+$1.3M
20,812
增持
FTNT
FORTINET INC
+$1.3M
16,049
+306%
建仓
GLD
SPDR GOLD TR
+$1.2M
3,879
清仓
JBL
JABIL INC
-$1.1M
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
554,223
-1%
清仓
EOG
EOG RES INC
-$1.1M
0
-100%
建仓
IYW
ISHARES TR
+$1.0M
6,013
建仓
IVW
ISHARES TR
+$1.0M
9,393
建仓
CHWY
CHEWY INC
+$1.0M
23,789
增持
CLS
CELESTICA INC
+$1.0M
10,210
+36%
建仓
IYZ
ISHARES TR
+$998.9K
33,543
建仓
IYC
ISHARES TR
+$996.8K
10,004
建仓
IYF
ISHARES TR
+$996.5K
8,236
清仓
PANW
PALO ALTO NETWORKS INC
-$991.0K
0
-100%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$974.4K
0
-100%
建仓
PPC
PILGRIMS PRIDE CORP
+$972.2K
21,615
增持
NVDA
NVIDIA CORPORATION
+$971.4K
16,338
+10%
清仓
ULTA
ULTA BEAUTY INC
-$947.8K
0
-100%
建仓
HYG
ISHARES TR
+$942.4K
11,685
建仓
LQD
ISHARES TR
+$941.2K
8,587
清仓
EXP
EAGLE MATLS INC
-$933.4K
0
-100%
清仓
RDY
DR REDDYS LABS LTD
-$894.4K
0
-100%
建仓
EEM
ISHARES TR
+$797.6K
16,533
建仓
EFA
ISHARES TR
+$796.1K
8,906
建仓
QQQ
INVESCO QQQ TR
+$792.2K
1,436
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$762.8K
43,388
-28%
减持
AVUV
AMERICAN CENTY ETF TR
-$735.4K
55,578
-16%
减持
—
EXXON MOBIL CORP
-$709.3K
62,075
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$701.6K
56,389
+2%
清仓
XLK
SELECT SECTOR SPDR TR
-$642.8K
0
-100%
增持
META
META PLATFORMS INC
+$625.1K
3,061
+8%
增持
VFLO
VICTORY PORTFOLIOS II
+$537.6K
196,863
+5%
清仓
ET
ENERGY TRANSFER L P
-$461.5K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$386.1K
5,244
建仓
IEF
ISHARES TR
+$377.3K
3,940
建仓
—
CAMTEK LTD
+$367.9K
4,351
增持
MPWR
MONOLITHIC PWR SYS INC
+$357.1K
1,686
+12%
建仓
HURN
HURON CONSULTING GROUP INC
+$353.6K
2,571
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$343.3K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$337.3K
3,416
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$333.6K
1,473
建仓
SDIV
GLOBAL X FDS
+$324.1K
14,372
增持
PINS
PINTEREST INC
+$321.9K
34,386
+17%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$320.0K
38,241
-12%
清仓
XLE
SELECT SECTOR SPDR TR
-$319.8K
0
-100%
增持
WEX
WEX INC
+$311.3K
7,739
+47%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$310.6K
1,007
增持
AAPL
APPLE INC
+$307.7K
10,215
+27%
清仓
TXRH
TEXAS ROADHOUSE INC
-$307.4K
0
-100%
清仓
VITL
VITAL FARMS INC
-$296.1K
0
-100%
增持
ADSK
AUTODESK INC
+$292.9K
4,455
+7%
减持
TPR
TAPESTRY INC
+$289.4K
17,282
-1%
清仓
CRM
SALESFORCE INC
-$280.2K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$276.6K
0
-100%
建仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$273.8K
8,580
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$270.3K
12,454
建仓
PCTY
PAYLOCITY HLDG CORP
+$270.0K
1,490
减持
AVGO
BROADCOM INC
+$261.5K
2,707
-6%
增持
CSL
CARLISLE COS INC
+$261.2K
3,012
+19%
建仓
MO
ALTRIA GROUP INC
+$254.6K
4,342
清仓
VUG
VANGUARD INDEX FDS
-$251.0K
0
-100%
增持
OVV
OVINTIV INC
+$250.8K
28,170
+47%
建仓
ZMAR
INNOVATOR ETFS TRUST
+$250.0K
9,428
减持
MSFT
MICROSOFT CORP
+$245.6K
2,068
-1%
清仓
HLNE
HAMILTON LANE INC
-$243.2K
0
-100%
增持
JAJL
INNOVATOR ETFS TRUST
+$241.1K
19,278
+73%
清仓
—
COSTAMARE INC
-$232.2K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$223.9K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$210.9K
213
清仓
UNH
UNITEDHEALTH GROUP INC
-$209.0K
0
-100%
增持
WMS
ADVANCED DRAIN SYS INC DEL
+$207.2K
9,572
+17%
建仓
CMCSA
COMCAST CORP NEW
+$206.4K
5,782
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$206.2K
364
清仓
MGK
VANGUARD WORLD FD
-$205.1K
0
-100%
清仓
AMGN
AMGEN INC
-$205.0K
0
-100%
增持
TOL
TOLL BROTHERS INC
+$200.0K
9,843
+13%
增持
KLAC
KLA CORP
+$189.5K
805
+3%
增持
—
NOVA LTD
+$180.3K
1,690
+9%
清仓
RYLD
GLOBAL X FDS
-$179.1K
0
-100%
增持
IWM
ISHARES TR
+$173.1K
7,338
+4%
增持
MEDP
MEDPACE HLDGS INC
+$172.5K
4,624
+10%
增持
AMZN
AMAZON COM INC
+$134.6K
2,203
+20%
增持
TTD
THE TRADE DESK INC
+$134.3K
5,409
+16%
增持
NVO
NOVO-NORDISK A S
+$121.5K
4,674
+61%
增持
COP
CONOCOPHILLIPS
+$118.6K
4,004
+75%
增持
ANET
ARISTA NETWORKS INC
+$117.5K
3,955
+7%
增持
SPEM
SPDR INDEX SHS FDS
+$117.1K
28,901
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$107.8K
2,144
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$95.2K
13,667
-12%
增持
FUTU
FUTU HLDGS LTD
+$92.8K
3,971
+2%
增持
—
RENAISSANCERE HLDGS LTD
+$91.9K
4,868
+7%
增持
WMT
WALMART INC
+$91.6K
3,584
+22%
增持
LPLA
LPL FINL HLDGS INC
+$84.8K
1,082
+10%
增持
ENSG
ENSIGN GROUP INC
+$81.4K
2,726
+4%
减持
DGRW
WISDOMTREE TR
+$81.0K
22,787
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$74.4K
1,117
+10%
增持
MA
MASTERCARD INCORPORATED
+$69.9K
2,280
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$69.4K
403
+2%
增持
C
CITIGROUP INC
+$67.4K
3,778
+6%
增持
GTLS
CHART INDS INC
+$63.6K
2,155
+7%
增持
MS
MORGAN STANLEY
+$60.4K
1,866
+8%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$54.1K
6,463
+5%
增持
RTX
RTX CORPORATION
+$53.9K
1,824
+14%
增持
BAC
BANK AMERICA CORP
+$51.4K
5,584
+9%
增持
ADBE
ADOBE INC
+$51.4K
792
+19%
增持
PG
PROCTER AND GAMBLE CO
+$40.1K
1,516
+28%
减持
AGNC
AGNC INVT CORP
-$39.5K
15,166
-19%
减持
EPI
WISDOMTREE TR
+$39.3K
17,646
-3%
增持
DOCU
DOCUSIGN INC
+$38.8K
13,077
+9%
增持
DOCS
DOXIMITY INC
+$37.9K
6,312
+5%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$36.2K
10,070
+0%
增持
HCMT
DIREXION SHS ETF TR
+$35.9K
12,699
+2%
增持
QCOM
QUALCOMM INC
+$33.0K
1,513
+12%
增持
CSCO
CISCO SYS INC
+$30.5K
3,677
+1%
减持
JNJ
JOHNSON & JOHNSON
-$28.6K
1,627
-3%
减持
GOOGL
ALPHABET INC
+$25.4K
9,458
-11%
增持
KO
COCA COLA CO
+$20.6K
3,536
+10%
减持
MCD
MCDONALDS CORP
-$19.6K
784
-2%
减持
QDPL
PACER FDS TR
+$16.5K
52,225
-7%
增持
—
ARCH CAP GROUP LTD
+$16.1K
12,855
+7%
增持
ABBV
ABBVIE INC
-$15.2K
1,406
+7%
增持
UNP
UNION PAC CORP
+$13.9K
930
+10%
减持
AGG
ISHARES TR
+$12.8K
85,629
-0%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$12.5K
3,824
+9%
增持
AJG
GALLAGHER ARTHUR J & CO
-$10.7K
1,073
+5%
减持
HD
HOME DEPOT INC
-$9.4K
991
-3%
增持
TW
TRADEWEB MKTS INC
+$6.9K
2,863
+3%
增持
UNM
UNUM GROUP
+$5.7K
15,783
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$5.1K
6,905
+2%
