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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 23
增持 76
减持 24
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$22.5M
393,707
+137%
减持
IBND
SPDR SERIES TRUST
-$15.2M
10,572
-98%
建仓
IEF
ISHARES TR
+$13.0M
136,422
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
BIL
SPDR SERIES TRUST
+$13.0M
141,794
清仓
CWB
SPDR SERIES TRUST
-$12.6M
0
-100%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$10.8M
8,171
-97%
增持
FSCC
FEDERATED HERMES ETF TRUST
+$5.2M
217,725
+430%
清仓
BWX
SPDR SERIES TRUST
-$5.0M
0
-100%
清仓
IYW
ISHARES TR
-$3.6M
0
-100%
清仓
IYH
ISHARES TR
-$3.3M
0
-100%
增持
—
EXXON MOBIL CORP
+$3.2M
64,301
+0%
清仓
IDU
ISHARES TR
-$3.1M
0
-100%
减持
IYZ
ISHARES TR
-$2.8M
18,113
-82%
清仓
EFA
ISHARES TR
-$2.7M
0
-100%
清仓
TPR
TAPESTRY INC
-$2.4M
0
-100%
减持
IVW
ISHARES TR
-$2.4M
7,819
-70%
减持
EEM
ISHARES TR
-$2.4M
6,712
-87%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$2.2M
44,030
减持
HYG
ISHARES TR
-$2.1M
10,189
-72%
减持
LQD
ISHARES TR
-$2.1M
7,546
-71%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$2.1M
62,546
-0%
清仓
DGRW
WISDOMTREE TR
-$2.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.9M
12,358
+309%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.8M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$1.8M
2,063
-58%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$1.8M
0
-100%
建仓
NEM
NEWMONT CORP
+$1.8M
16,404
建仓
—
CHECK POINT SOFTWARE TECH LT
+$1.7M
11,862
清仓
TRMB
TRIMBLE INC
-$1.6M
0
-100%
清仓
WEX
WEX INC
-$1.6M
0
-100%
增持
QQH
NORTHERN LTS FD TR III
+$1.5M
102,385
+41%
增持
LGH
NORTHERN LTS FD TR III
+$1.4M
117,464
+39%
清仓
PINS
PINTEREST INC
-$1.4M
0
-100%
增持
EFAA
INVESCO ACTIVELY MANAGED EXC
+$1.4M
80,665
+52%
建仓
MU
MICRON TECHNOLOGY INC
+$1.3M
3,833
建仓
GE
GE AEROSPACE
+$1.2M
4,056
增持
AVDE
AMERICAN CENTY ETF TR
+$1.1M
86,321
+13%
增持
—
TECHNIPFMC PLC
+$1.0M
38,762
+3%
减持
FIX
COMFORT SYS USA INC
+$983.9K
2,775
-9%
增持
IWM
ISHARES TR
+$862.1K
16,217
+26%
减持
WDC
WESTERN DIGITAL CORP
+$832.6K
13,449
-17%
增持
APP
APPLOVIN CORP
-$808.2K
5,136
+21%
增持
SBS
COMPANHIA DE SANEAMENTO BASI
+$688.1K
78,908
+9%
建仓
PAVE
GLOBAL X FDS
+$683.4K
13,451
建仓
IYM
ISHARES TR
+$673.1K
3,826
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$657.4K
101,659
+13%
增持
SPDW
SPDR INDEX SHS FDS
+$652.1K
246,584
+3%
增持
GLD
SPDR GOLD TR
+$644.2K
8,017
+13%
增持
AVEM
AMERICAN CENTY ETF TR
+$637.7K
56,301
+11%
建仓
URA
GLOBAL X FDS
+$614.5K
12,689
清仓
AVUV
AMERICAN CENTY ETF TR
-$587.7K
0
-100%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$571.1K
4,710
+3%
建仓
ITOT
ISHARES TR
+$560.2K
3,933
建仓
IYE
ISHARES TR
+$541.5K
8,360
清仓
XLK
SELECT SECTOR SPDR TR
-$515.3K
0
-100%
建仓
IYJ
ISHARES TR
+$503.4K
3,412
清仓
GTLS
CHART INDS INC
-$477.2K
0
-100%
增持
NFLX
NETFLIX INC.
+$461.8K
23,321
+23%
建仓
VNOM
VIPER ENERGY INC
+$446.9K
9,511
清仓
XLY
SELECT SECTOR SPDR TR
-$437.5K
0
-100%
增持
FTNT
FORTINET INC
+$419.5K
27,301
+20%
建仓
ADSK
AUTODESK INC
+$418.7K
1,749
建仓
RBC
RBC BEARINGS INC
+$396.5K
730
清仓
CPRX
CATALYST PHARMACEUTICALS INC
-$392.9K
0
-100%
建仓
—
ANGLOGOLD ASHANTI PLC
+$389.1K
3,997
建仓
LAUR
LAUREATE ED INC
+$373.7K
10,727
建仓
IJS
ISHARES TR
+$370.3K
3,126
清仓
EAT
BRINKER INTL INC
-$367.1K
0
-100%
建仓
ENVA
ENOVA INTL INC
+$363.6K
2,677
增持
CSL
CARLISLE COS INC
+$346.6K
5,127
+20%
建仓
—
LINDE PLC
+$328.7K
663
清仓
XLI
SELECT SECTOR SPDR TR
-$324.5K
0
-100%
清仓
DOCS
DOXIMITY INC
-$313.6K
0
-100%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$307.7K
0
-100%
增持
—
RENAISSANCERE HLDGS LTD
+$266.2K
7,205
+8%
清仓
CMCSA
COMCAST CORP NEW
-$256.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$245.4K
3,736
+11%
清仓
XLC
SELECT SECTOR SPDR TR
-$244.6K
0
-100%
清仓
ZDEK
INNOVATOR ETFS TRUST
-$235.4K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$233.1K
38,713
+3%
建仓
COP
CONOCOPHILLIPS
+$224.8K
1,703
建仓
DVYE
ISHARES INC
+$217.7K
6,331
清仓
ZNOV
INNOVATOR ETFS TRUST
-$215.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$214.5K
19,888
+1%
增持
MEDP
MEDPACE HLDGS INC
-$206.6K
5,018
+8%
增持
JAJL
INNOVATOR ETFS TRUST
+$197.3K
26,878
+34%
增持
ADBE
ADOBE INC
-$188.5K
6,644
+29%
减持
AVGO
BROADCOM INC
-$183.7K
2,694
-8%
清仓
RYLD
GLOBAL X FDS
-$180.3K
0
-100%
增持
PPC
PILGRIMS PRIDE CORP
+$173.5K
42,513
+16%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$166.4K
843
+44%
增持
CHWY
CHEWY INC
+$162.3K
55,524
+37%
增持
GOOGL
ALPHABET INC
-$160.6K
9,808
+3%
增持
CVX
CHEVRON CORPORATION
+$155.7K
2,665
+3%
增持
EXEL
EXELIXIS INC
+$154.2K
45,942
+11%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$139.3K
14,446
+10%
增持
PEGA
PEGASYSTEMS INC
-$133.2K
34,806
+29%
增持
META
META PLATFORMS INC
-$130.3K
3,935
+9%
增持
LMT
LOCKHEED MARTIN CORP
+$130.1K
549
+32%
增持
SPEM
SPDR INDEX SHS FDS
+$129.5K
50,991
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$122.6K
2,609
+2%
增持
QDPL
PACER FDS TR
+$118.4K
64,491
+11%
减持
—
CAMTEK LTD
+$101.0K
4,008
-16%
增持
FUTU
FUTU HLDGS LTD
-$90.0K
3,448
+1%
增持
JNJ
JOHNSON & JOHNSON
+$88.5K
1,841
+5%
增持
AAPL
APPLE INC
-$76.3K
14,304
+5%
增持
QCOM
QUALCOMM INC
-$75.3K
1,785
+0%
减持
APOC
INNOVATOR ETFS TRUST
-$72.0K
37,201
-5%
增持
NEE
NEXTERA ENERGY INC
+$66.6K
3,663
+7%
增持
CLS
CELESTICA INC
+$66.4K
8,303
+8%
增持
DOCU
DOCUSIGN INC
+$63.4K
30,405
+51%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$61.8K
40,709
+8%
增持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$61.1K
13,241
+15%
增持
MELI
MERCADOLIBRE INC
+$58.9K
754
+22%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$58.7K
49,031
+3%
减持
ENSG
ENSIGN GROUP INC
+$58.5K
2,807
-4%
增持
WMT
WALMART INC
+$57.6K
4,299
+0%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$55.4K
13,068
+10%
增持
KO
COCA COLA CO
+$55.2K
4,500
+10%
增持
LPLA
LPL FINL HLDGS INC
-$52.4K
1,240
+4%
减持
APH
AMPHENOL CORP
-$46.9K
3,788
-3%
增持
TW
TRADEWEB MKTS INC
+$46.7K
3,555
+3%
增持
PEP
PEPSICO INC
+$46.2K
1,915
+9%
增持
MRK
MERCK & CO INC
+$45.2K
2,980
+0%
增持
JPM
JPMORGAN CHASE & CO
+$44.5K
1,251
+25%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$43.2K
10,006
-17%
减持
ZMAR
INNOVATOR ETFS TRUST
-$41.6K
7,728
-17%
增持
MCD
MCDONALDS CORP
+$37.2K
1,055
+11%
增持
UNP
UNION PAC CORP
+$35.0K
1,235
+8%
增持
TSLA
TESLA INC
-$33.8K
561
+4%
增持
BAC
BANK AMERICA CORP
-$33.8K
6,408
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$33.0K
815
+6%
减持
HD
HOME DEPOT INC
-$32.8K
1,367
-2%
增持
AMGN
AMGEN INC
+$30.7K
890
+3%
增持
RTX
RTX CORPORATION
+$27.7K
1,946
+3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$26.2K
6,440
-7%
增持
MA
MASTERCARD INCORPORATED
-$25.3K
3,361
+13%
增持
HCMT
DIREXION SHARES ETF TRUST
-$25.0K
7,416
+0%
减持
AGNC
AGNC INVT CORP
-$19.2K
17,392
-4%
增持
ABBV
ABBVIE INC
-$18.0K
1,698
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$17.6K
400
-1%
增持
PCTY
PAYLOCITY HLDG CORP
-$17.4K
2,806
+33%
增持
ORCL
ORACLE CORP
+$17.3K
1,531
+43%
增持
ANET
ARISTA NETWORKS INC
-$17.2K
3,943
+3%
增持
HODL
VANECK BITCOIN ETF
+$17.2K
17,263
+36%
减持
—
NOVA LTD
+$16.4K
1,305
-22%
增持
C
CITIGROUP INC
+$13.2K
3,475
+6%
增持
MS
MORGAN STANLEY
-$13.2K
2,015
+4%
增持
CSCO
CISCO SYS INC
+$10.6K
5,118
+2%
减持
KLAC
KLA CORP
+$8.7K
506
-17%
