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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 143 项
建仓 15
增持 85
减持 31
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$11.8M
47,959
-87%
增持
SPY
SPDR S&P 500 ETF TR
+$5.5M
62,681
+12%
减持
AVUV
AMERICAN CENTY ETF TR
-$4.9M
5,763
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。
-90%
增持
AGG
ISHARES TR
+$4.5M
166,381
+38%
建仓
IYH
ISHARES TR
+$3.3M
50,593
增持
IVW
ISHARES TR
+$2.6M
26,438
+420%
清仓
IYF
ISHARES TR
-$2.4M
0
-100%
清仓
IYC
ISHARES TR
-$2.3M
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$2.2M
238,786
+21%
建仓
—
TECHNIPFMC PLC
+$1.7M
37,557
建仓
PEGA
PEGASYSTEMS INC
+$1.6M
27,035
清仓
UNM
UNUM GROUP
-$1.5M
0
-100%
增持
IDU
ISHARES TR
+$1.5M
28,852
+96%
清仓
—
ARCH CAP GROUP LTD
-$1.4M
0
-100%
增持
CWB
SPDR SERIES TRUST
+$1.2M
141,135
+12%
建仓
FSCC
FEDERATED HERMES ETF TRUST
+$1.2M
41,085
增持
IYZ
ISHARES TR
+$1.1M
103,417
+37%
清仓
BIL
SPDR SERIES TRUST
-$1.1M
0
-100%
建仓
APOC
INNOVATOR ETFS TRUST
+$1.0M
39,006
增持
IYW
ISHARES TR
+$991.2K
18,246
+35%
增持
QQQ
INVESCO QQQ TR
+$920.4K
4,911
+41%
增持
IWM
ISHARES TR
+$890.4K
12,836
+37%
增持
EFA
ISHARES TR
+$822.6K
27,815
+41%
增持
IBND
SPDR SERIES TRUST
+$800.7K
484,372
+6%
增持
EEM
ISHARES TR
+$765.9K
49,961
+36%
增持
HYG
ISHARES TR
+$758.2K
35,945
+36%
增持
LQD
ISHARES TR
+$733.0K
26,385
+35%
增持
GLD
SPDR GOLD TR
+$724.6K
7,079
+21%
清仓
QQQI
NEOS ETF TRUST
-$574.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$566.4K
64,210
+1%
建仓
XLK
SELECT SECTOR SPDR TR
+$515.3K
3,579
清仓
KMI
KINDER MORGAN INC DEL
-$508.9K
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$489.1K
48,334
+28%
减持
GOOGL
ALPHABET INC
+$478.0K
9,524
-8%
减持
WDC
WESTERN DIGITAL CORP
+$471.4K
16,284
-16%
建仓
SMAX
ISHARES TR
+$457.6K
16,978
建仓
XLY
SELECT SECTOR SPDR TR
+$437.5K
3,664
清仓
SPYI
NEOS ETF TRUST
-$430.3K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$403.3K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$398.0K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$395.7K
2,596
增持
—
RENAISSANCERE HLDGS LTD
+$375.5K
6,670
+13%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$374.5K
4,560
+3%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$370.1K
90,006
-2%
增持
TPR
TAPESTRY INC
+$363.2K
18,609
+5%
清仓
SDIV
GLOBAL X FDS
-$352.2K
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$327.6K
324,170
+1%
建仓
XLI
SELECT SECTOR SPDR TR
+$324.5K
2,092
建仓
JPM
JPMORGAN CHASE & CO.
+$323.5K
1,004
增持
NVDA
NVIDIA CORPORATION
+$313.0K
19,748
+9%
增持
BWX
SPDR SERIES TRUST
+$298.8K
220,522
+9%
减持
META
META PLATFORMS INC
-$295.0K
3,608
-1%
减持
MO
ALTRIA GROUP INC
-$265.8K
4,571
-43%
增持
EXEL
EXELIXIS INC
+$254.7K
41,438
+10%
建仓
XLC
SELECT SECTOR SPDR TR
+$244.6K
2,078
建仓
TSLA
TESLA INC
+$242.3K
539
建仓
ZDEK
INNOVATOR ETFS TRUST
+$235.4K
9,146
减持
AAPL
APPLE INC
+$230.4K
13,634
-0%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$228.9K
13,166
+11%
建仓
ZNOV
INNOVATOR ETFS TRUST
+$215.8K
8,089
清仓
IAU
ISHARES GOLD TR
-$209.5K
0
-100%
增持
NFLX
NETFLIX INC
-$204.5K
18,990
+1047%
增持
MA
MASTERCARD INCORPORATED
+$182.4K
2,986
+12%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$181.7K
47,527
+7%
减持
AVGO
BROADCOM INC
-$180.4K
2,940
-19%
增持
DOCS
DOXIMITY INC
-$175.5K
7,083
+6%
增持
CHWY
CHEWY INC
-$169.5K
40,450
+9%
减持
ORCL
ORACLE CORP
-$161.6K
1,067
-19%
减持
MSFT
MICROSOFT CORP
-$153.9K
3,367
-2%
减持
DGRW
WISDOMTREE TR
-$153.0K
22,607
-8%
减持
HCMT
DIREXION SHS ETF TR
-$129.1K
7,415
-33%
增持
APP
APPLOVIN CORP
-$125.5K
4,233
+2%
增持
QDPL
PACER FDS TR
+$123.9K
58,150
+4%
增持
WEX
WEX INC
+$121.5K
10,515
+15%
增持
DOCU
DOCUSIGN INC
+$116.9K
20,148
+15%
减持
KLAC
KLA CORP
-$114.6K
606
-23%
减持
MEDP
MEDPACE HLDGS INC
+$103.6K
4,658
-5%
增持
TRMB
TRIMBLE INC
+$100.9K
20,571
+11%
增持
EFAA
INVESCO ACTIVELY MANAGED EXC
+$98.0K
53,174
+1%
增持
AMZN
AMAZON COM INC
+$93.3K
3,024
+10%
增持
QQH
NORTHERN LTS FD TR III
+$79.5K
72,763
+0%
增持
PPC
PILGRIMS PRIDE CORP
+$74.3K
36,723
+10%
减持
ANET
ARISTA NETWORKS INC
-$72.6K
3,826
-3%
增持
MRK
MERCK & CO INC
+$72.3K
2,976
+4%
增持
CPRX
CATALYST PHARMACEUTICALS INC
+$72.2K
16,835
+3%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$68.0K
586
+22%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$65.4K
2,549
+4%
增持
FTNT
FORTINET INC
+$64.4K
22,813
+10%
减持
FIX
COMFORT SYS USA INC
+$61.5K
3,046
-10%
增持
CSCO
CISCO SYS INC
+$59.2K
5,017
+5%
减持
EXLS
EXLSERVICE HOLDINGS INC
-$57.5K
7,344
-12%
增持
MELI
MERCADOLIBRE INC
-$55.3K
618
+11%
增持
APH
AMPHENOL CORP NEW
+$54.6K
3,889
+2%
增持
AMGN
AMGEN INC
+$53.9K
863
+7%
增持
AJG
GALLAGHER ARTHUR J & CO
-$53.4K
1,189
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$52.9K
1,732
+2%
增持
MS
MORGAN STANLEY
+$50.8K
1,942
+5%
增持
PINS
PINTEREST INC
+$50.8K
54,134
+29%
增持
WMT
WALMART INC
+$50.4K
4,279
+3%
增持
JNJ
JOHNSON & JOHNSON
+$49.5K
1,747
+4%
增持
SBS
COMPANHIA DE SANEAMENTO BASI
+$46.2K
72,093
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$46.2K
405
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$45.9K
417
-16%
增持
MPWR
MONOLITHIC PWR SYS INC
+$44.7K
1,997
+4%
减持
AVDE
AMERICAN CENTY ETF TR
+$40.6K
76,208
-4%
增持
LPLA
LPL FINL HLDGS INC
+$40.5K
1,191
+3%
增持
BAC
BANK AMERICA CORP
+$40.4K
6,294
+6%
增持
KO
COCA COLA CO
+$36.2K
4,105
+9%
增持
CMCSA
COMCAST CORP NEW
+$35.4K
8,565
+22%
减持
EAT
BRINKER INTL INC
+$35.3K
2,558
-2%
增持
RTX
RTX CORPORATION
+$33.3K
1,896
+1%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$32.2K
11,494
-8%
增持
TTD
THE TRADE DESK INC
-$31.6K
7,743
+17%
增持
ABBV
ABBVIE INC
+$30.5K
1,695
+10%
增持
PG
PROCTER AND GAMBLE CO
+$26.3K
2,215
+17%
增持
GTLS
CHART INDS INC
+$25.9K
2,314
+3%
增持
CSL
CARLISLE COS INC
+$25.9K
4,264
+5%
增持
T
AT&T INC
-$25.3K
10,511
+4%
增持
NEE
NEXTERA ENERGY INC
+$23.5K
3,408
+3%
增持
TW
TRADEWEB MKTS INC
+$23.0K
3,455
+10%
增持
ADBE
ADOBE INC
+$21.8K
5,153
+2%
增持
PEP
PEPSICO INC
+$21.3K
1,750
+7%
增持
—
NOVA LTD
+$21.0K
1,676
+1%
增持
MCD
MCDONALDS CORP
+$20.8K
951
+7%
增持
QCOM
QUALCOMM INC
+$20.7K
1,784
+4%
增持
FUTU
FUTU HLDGS LTD
-$20.7K
3,420
+2%
增持
PDI
PIMCO DYNAMIC INCOME FD
-$20.3K
12,108
+2%
增持
UNP
UNION PAC CORP
+$19.3K
1,144
+10%
增持
—
CAMTEK LTD
+$18.3K
4,764
+2%
减持
C
CITIGROUP INC
+$17.7K
3,264
-9%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$16.9K
15,001
-2%
减持
CLS
CELESTICA INC
+$16.3K
7,687
-16%
增持
ENSG
ENSIGN GROUP INC
+$15.7K
2,911
+2%
减持
LGH
NORTHERN LTS FD TR III
+$11.0K
84,613
-2%
减持
JAJL
INNOVATOR ETFS TRUST
-$10.8K
20,097
-3%
减持
AVEM
AMERICAN CENTY ETF TR
-$10.0K
50,624
-3%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$9.7K
37,825
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$9.7K
37,569
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$7.7K
768
+8%
增持
HD
HOME DEPOT INC
+$6.7K
1,402
+19%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$5.4K
11,839
+1%
增持
PCTY
PAYLOCITY HLDG CORP
-$3.7K
2,102
+3%
减持
ZMAR
INNOVATOR ETFS TRUST
+$345
9,267
-1%
