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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 146 项
建仓 25
增持 87
减持 20
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
IBND
SPDR SERIES TRUST
+$14.8M
456,873
增持
SPY
SPDR S&P 500 ETF TR
+$11.4M
55,893
+33%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$11.1M
91,770
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
VFLO
VICTORY PORTFOLIOS II
-$7.0M
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$6.8M
322,515
-42%
建仓
BWX
SPDR SERIES TRUST
+$4.7M
203,025
建仓
AVEM
AMERICAN CENTY ETF TR
+$3.9M
52,044
增持
AGG
ISHARES TR
+$3.6M
120,868
+41%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.0M
37,988
-33%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.2M
359,753
+11%
增持
CWB
SPDR SERIES TRUST
+$1.9M
125,473
+9%
建仓
SBS
COMPANHIA DE SANEAMENTO BASI
+$1.7M
67,224
建仓
IDU
ISHARES TR
+$1.6M
14,707
增持
IYW
ISHARES TR
+$1.6M
13,541
+125%
建仓
TRMB
TRIMBLE INC
+$1.5M
18,504
增持
SPDW
SPDR INDEX SHS FDS
+$1.5M
196,906
+15%
增持
ADBE
ADOBE INC
+$1.5M
5,051
+538%
增持
IYZ
ISHARES TR
+$1.4M
75,364
+125%
增持
IYF
ISHARES TR
+$1.4M
18,797
+128%
增持
AAPL
APPLE INC
+$1.4M
13,652
+34%
清仓
ADSK
AUTODESK INC
-$1.4M
0
-100%
增持
IYC
ISHARES TR
+$1.3M
22,385
+124%
增持
QQQ
INVESCO QQQ TR
+$1.3M
3,492
+143%
建仓
MELI
MERCADOLIBRE INC
+$1.3M
556
增持
QQH
NORTHERN LTS FD TR III
+$1.2M
72,714
+14%
增持
LQD
ISHARES TR
+$1.2M
19,506
+127%
增持
HYG
ISHARES TR
+$1.2M
26,358
+126%
增持
EEM
ISHARES TR
+$1.2M
36,844
+123%
减持
APP
APPLOVIN CORP
+$1.2M
4,144
-20%
清仓
TOL
TOLL BROTHERS INC
-$1.1M
0
-100%
清仓
WMS
ADVANCED DRAIN SYS INC DEL
-$1.1M
0
-100%
增持
LGH
NORTHERN LTS FD TR III
+$1.1M
86,638
+14%
清仓
OVV
OVINTIV INC
-$1.1M
0
-100%
增持
MEDP
MEDPACE HLDGS INC
+$1.1M
4,887
+6%
建仓
BIL
SPDR SERIES TRUST
+$1.1M
11,485
增持
EFA
ISHARES TR
+$1.1M
19,797
+122%
减持
WDC
WESTERN DIGITAL CORP
+$1.0M
19,439
-7%
增持
GLD
SPDR GOLD TR
+$898.5K
5,854
+51%
清仓
EPI
WISDOMTREE TR
-$837.6K
0
-100%
增持
GOOGL
ALPHABET INC
+$836.4K
10,297
+9%
增持
NVDA
NVIDIA CORPORATION
+$788.9K
18,062
+11%
增持
MSFT
MICROSOFT CORP
+$753.6K
3,441
+66%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$748.6K
4,407
+15%
减持
FIX
COMFORT SYS USA INC
+$703.0K
3,371
-13%
增持
IWM
ISHARES TR
+$685.9K
9,379
+28%
减持
CLS
CELESTICA INC
+$662.2K
9,157
-10%
建仓
QQQI
NEOS ETF TRUST
+$574.8K
10,606
增持
SPEM
SPDR INDEX SHS FDS
+$538.2K
37,885
+31%
增持
MPWR
MONOLITHIC PWR SYS INC
+$532.3K
1,917
+14%
增持
TPR
TAPESTRY INC
+$496.9K
17,793
+3%
增持
CHWY
CHEWY INC
+$492.5K
37,241
+57%
增持
—
EXXON MOBIL CORP
+$469.0K
63,509
+2%
减持
AVUV
AMERICAN CENTY ETF TR
+$454.3K
55,435
-0%
增持
AVGO
BROADCOM INC
+$451.7K
3,631
+34%
增持
EFAA
INVESCO ACTIVELY MANAGED EXC
+$449.2K
52,507
+16%
建仓
SPYI
NEOS ETF TRUST
+$430.3K
8,227
减持
IVW
ISHARES TR
-$420.1K
5,087
-46%
增持
META
META PLATFORMS INC
+$417.4K
3,645
+19%
清仓
BND
VANGUARD BD INDEX FDS
-$386.1K
0
-100%
增持
PPC
PILGRIMS PRIDE CORP
+$385.3K
33,337
+54%
清仓
IEF
ISHARES TR
-$377.3K
0
-100%
建仓
ORCL
ORACLE CORP
+$369.5K
1,314
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$369.2K
8,385
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$364.7K
44,462
+16%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$362.9K
0
-100%
清仓
HURN
HURON CONSULTING GROUP INC
-$353.6K
0
-100%
建仓
EAT
BRINKER INTL INC
+$331.8K
2,619
清仓
JPM
JPMORGAN CHASE & CO.
-$323.8K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$322.6K
0
-100%
增持
—
RENAISSANCERE HLDGS LTD
+$317.5K
5,907
+21%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$310.6K
0
-100%
增持
WEX
WEX INC
+$308.2K
9,173
+19%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$307.8K
11,885
+18%
建仓
T
AT&T INC
+$286.4K
10,143
增持
QDPL
PACER FDS TR
+$285.5K
55,998
+7%
增持
MO
ALTRIA GROUP INC
+$274.8K
8,013
+85%
增持
DGRW
WISDOMTREE TR
+$266.5K
24,446
+7%
增持
UNM
UNUM GROUP
+$260.8K
19,740
+25%
增持
—
ARCH CAP GROUP LTD
+$258.7K
15,751
+23%
建仓
NEE
NEXTERA ENERGY INC
+$250.1K
3,313
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$249.7K
11,739
+70%
建仓
LMT
LOCKHEED MARTIN CORP
+$247.6K
496
建仓
UNH
UNITEDHEALTH GROUP INC
+$245.9K
712
增持
DOCU
DOCUSIGN INC
+$242.7K
17,496
+34%
建仓
MRK
MERCK & CO INC
+$241.0K
2,871
增持
MA
MASTERCARD INCORPORATED
+$240.9K
2,676
+17%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$234.7K
11,856
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$230.4K
6,050
建仓
PEP
PEPSICO INC
+$229.9K
1,637
建仓
AMGN
AMGEN INC
+$228.6K
810
清仓
GNOV
FIRST TR EXCHNG TRADED FD VI
-$221.3K
0
-100%
增持
CSL
CARLISLE COS INC
+$213.2K
4,067
+35%
建仓
IAU
ISHARES GOLD TR
+$209.5K
2,879
减持
AVDE
AMERICAN CENTY ETF TR
-$208.4K
78,997
-9%
增持
COST
COSTCO WHSL CORP NEW
+$187.2K
430
+102%
建仓
RYLD
GLOBAL X FDS
+$177.4K
11,787
减持
ANET
ARISTA NETWORKS INC
+$169.3K
3,939
-0%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$152.2K
38,388
-12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$139.8K
1,695
+15%
增持
EXEL
EXELIXIS INC
+$139.2K
37,808
+17%
增持
APH
AMPHENOL CORP NEW
+$133.7K
3,806
+11%
减持
KLAC
KLA CORP
+$130.0K
789
-2%
增持
AMZN
AMAZON COM INC
+$121.4K
2,754
+25%
增持
—
CAMTEK LTD
+$120.5K
4,649
+7%
增持
PINS
PINTEREST INC
+$117.7K
41,988
+22%
增持
HD
HOME DEPOT INC
+$112.4K
1,174
+18%
增持
DOCS
DOXIMITY INC
+$102.0K
6,687
+6%
增持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$99.4K
12,539
+46%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$96.9K
6,960
-22%
增持
GTLS
CHART INDS INC
+$96.5K
2,255
+5%
增持
ABBV
ABBVIE INC
+$95.8K
1,541
+10%
减持
FUTU
FUTU HLDGS LTD
+$91.5K
3,348
-16%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$83.2K
15,293
+12%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$79.3K
479
+32%
增持
WMT
WALMART INC
+$75.9K
4,137
+15%
增持
CSCO
CISCO SYS INC
+$72.1K
4,783
+30%
增持
ENSG
ENSIGN GROUP INC
+$70.8K
2,844
+4%
增持
TW
TRADEWEB MKTS INC
-$70.5K
3,141
+10%
增持
KMI
KINDER MORGAN INC DEL
+$70.1K
17,976
+20%
减持
—
NOVA LTD
+$64.3K
1,656
-2%
增持
TTD
THE TRADE DESK INC
-$63.8K
6,643
+23%
增持
JNJ
JOHNSON & JOHNSON
+$63.5K
1,683
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$57.6K
2,444
+14%
增持
PCTY
PAYLOCITY HLDG CORP
+$54.3K
2,036
+37%
增持
JAJL
INNOVATOR ETFS TRUST
+$51.7K
20,761
+8%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$50.5K
16,282
+31%
增持
FTNT
FORTINET INC
+$50.5K
20,780
+29%
增持
PG
PROCTER AND GAMBLE CO
+$49.6K
1,895
+25%
增持
RTX
RTX CORPORATION
+$48.1K
1,879
+3%
增持
COP
CONOCOPHILLIPS
+$44.0K
4,264
+6%
增持
QCOM
QUALCOMM INC
+$43.5K
1,710
+13%
减持
C
CITIGROUP INC
+$41.6K
3,578
-5%
增持
BAC
BANK AMERICA CORP
+$41.5K
5,926
+6%
增持
MCD
MCDONALDS CORP
+$40.8K
888
+13%
增持
AGNC
AGNC INVT CORP
+$37.5K
18,066
+19%
增持
UNP
UNION PAC CORP
+$31.4K
1,038
+12%
减持
MS
MORGAN STANLEY
+$31.1K
1,849
-1%
增持
NFLX
NETFLIX INC
+$30.3K
1,656
+13%
增持
SDIV
GLOBAL X FDS
+$28.1K
14,687
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$24.6K
389
-3%
增持
LPLA
LPL FINL HLDGS INC
-$20.8K
1,157
+7%
增持
AJG
GALLAGHER ARTHUR J & CO
+$17.7K
1,166
+9%
增持
CMCSA
COMCAST CORP NEW
+$14.2K
7,020
+21%
减持
ZMAR
INNOVATOR ETFS TRUST
+$4.5K
9,396
-0%
减持
HCMT
DIREXION SHS ETF TR
+$1.3K
11,071
-13%
增持
KO
COCA COLA CO
+$650
3,782
+7%
