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Lifeworks Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Lifeworks Advisors, LLC
报告期 2026-03-31 · CIK 0001882132
持仓数
297
前50大市值合计
$502.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 129 项
建仓 24
增持 70
减持 28
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
-$4.4M
110,103
+636%
增持
FTEC
FIDELITY COVINGTON TRUST
+$2.8M
59,067
+81%
增持
FHLC
FIDELITY COVINGTON TRUST
+$2.1M
84,434
+68%
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。
减持
EFA
ISHARES TR
-$2.1M
15,462
-77%
减持
IWM
ISHARES TR
-$1.8M
3,912
-66%
增持
MRK
MERCK & CO INC
+$1.6M
36,684
+102%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.6M
67,795
-30%
增持
LLY
LILLY ELI & CO
+$1.5M
10,483
+92%
清仓
CLX
CLOROX CO DEL
-$1.5M
0
-100%
增持
ORCL
ORACLE CORP
+$1.5M
33,868
+119%
增持
ABBV
ABBVIE INC
+$1.4M
21,635
+42%
增持
AMGN
AMGEN INC
+$1.3M
10,660
+93%
增持
BIO
BIO RAD LABS INC
+$1.2M
4,468
+162%
增持
AAPL
APPLE INC
+$1.2M
28,762
+32%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.1M
19,829
+78%
增持
EBAY
EBAY INC.
+$1.1M
33,612
+156%
增持
INTC
INTEL CORP
+$1.1M
42,151
+109%
增持
TXN
TEXAS INSTRS INC
+$1.0M
10,643
+119%
增持
ABT
ABBOTT LABS
+$1.0M
16,012
+160%
建仓
FRCB
FIRST REP BK SAN FRANCISCO C
+$1.0M
6,300
增持
PFE
PFIZER INC
+$1.0M
55,249
+77%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$940.0K
10,025
+164%
减持
PG
PROCTER AND GAMBLE CO
-$897.0K
4,934
-51%
减持
AXP
AMERICAN EXPRESS CO
-$882.0K
5,707
-52%
减持
PEP
PEPSICO INC
-$845.0K
5,377
-46%
增持
JNJ
JOHNSON & JOHNSON
+$833.0K
24,082
+20%
增持
OUNZ
VANECK MERK GOLD TR
+$809.0K
325,422
+9%
增持
MSI
MOTOROLA SOLUTIONS INC
+$805.0K
9,495
+73%
减持
EEM
ISHARES TR
-$785.0K
11,470
-71%
增持
CMI
CUMMINS INC
+$782.0K
6,612
+151%
减持
DLTR
DOLLAR TREE INC
-$772.0K
7,051
-48%
增持
GOOGL
ALPHABET INC
+$772.0K
534
+117%
增持
A
AGILENT TECHNOLOGIES INC
+$757.0K
11,560
+139%
减持
KO
COCA COLA CO
-$747.0K
15,325
-62%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$719.0K
10,239
+124%
增持
—
GARMIN LTD
+$689.0K
11,782
+127%
增持
GLW
CORNING INC
+$655.0K
30,081
+146%
增持
—
JUNIPER NETWORKS INC
+$636.0K
40,096
+68%
增持
—
LYONDELLBASELL INDUSTRIES N
+$636.0K
10,685
+113%
减持
WMT
WALMART INC
-$600.0K
6,199
-41%
增持
AVGO
BROADCOM INC
+$596.0K
2,071
+95%
建仓
TGT
TARGET CORP
+$591.0K
2,786
减持
DIS
DISNEY WALT CO
-$586.0K
5,651
-36%
增持
ADI
ANALOG DEVICES INC
+$581.0K
7,150
+109%
减持
TRV
TRAVELERS COMPANIES INC
-$577.0K
5,875
-44%
清仓
FSTA
FIDELITY COVINGTON TRUST
-$564.0K
0
-100%
增持
DE
DEERE & CO
+$561.0K
2,498
+80%
增持
QCOM
QUALCOMM INC
+$560.0K
12,375
+70%
增持
NTAP
NETAPP INC
+$552.0K
13,053
+126%
增持
PCAR
PACCAR INC
+$539.0K
13,718
+81%
增持
FIDU
FIDELITY COVINGTON TRUST
+$535.0K
27,984
+62%
增持
CAT
CATERPILLAR INC
+$530.0K
4,913
+80%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$527.0K
8,401
+120%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$489.0K
3,191
+129%
增持
—
TE CONNECTIVITY LTD
+$475.0K
7,502
+138%
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$447.0K
46,048
增持
ITW
ILLINOIS TOOL WKS INC
+$421.0K
5,065
+95%
减持
HD
HOME DEPOT INC
-$417.0K
2,658
-9%
增持
INTU
INTUIT
+$390.0K
2,096
+118%
增持
HPQ
HP INC
+$389.0K
25,891
+77%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$374.0K
15,350
增持
CE
CELANESE CORP DEL
+$367.0K
5,827
+110%
增持
—
EATON CORP PLC
+$363.0K
6,450
+81%
减持
CSCO
CISCO SYS INC
-$360.0K
52,478
-19%
增持
FNCL
FIDELITY COVINGTON TRUST
+$356.0K
16,042
+75%
增持
BIIB
BIOGEN INC
+$322.0K
12,235
+30%
减持
COST
COSTCO WHSL CORP NEW
-$307.0K
1,317
-30%
建仓
GILD
GILEAD SCIENCES INC
+$304.0K
5,106
建仓
XT
ISHARES TR
+$303.0K
5,136
减持
BA
BOEING CO
-$303.0K
3,879
-25%
增持
TRMB
TRIMBLE INC
+$302.0K
10,325
+103%
增持
—
NXP SEMICONDUCTORS N V
+$299.0K
4,201
+100%
增持
AMAT
APPLIED MATLS INC
+$299.0K
6,138
+90%
建仓
PXH
INVESCO EXCH TRADED FD TR II
+$299.0K
14,360
建仓
GSLC
GOLDMAN SACHS ETF TR
+$294.0K
3,306
建仓
LNT
ALLIANT ENERGY CORP
+$285.0K
4,567
建仓
BOND
PIMCO ETF TR
+$280.0K
2,749
建仓
IJR
ISHARES TR
+$270.0K
2,501
建仓
FNDF
SCHWAB STRATEGIC TR
+$266.0K
8,264
增持
FDIS
FIDELITY COVINGTON TRUST
+$262.0K
10,756
+61%
增持
KLAC
KLA CORP
+$260.0K
2,138
+76%
增持
FCOM
FIDELITY COVINGTON TRUST
+$256.0K
19,030
+60%
建仓
IGR
CBRE GBL REAL ESTATE INC FD
+$255.0K
28,259
清仓
LQD
ISHARES TR
-$239.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$239.0K
16,155
+4%
清仓
IGIB
ISHARES TR
-$233.0K
0
-100%
建仓
FTF
FRANKLIN LTD DURATION INCOME
+$231.0K
30,480
建仓
VNLA
JANUS DETROIT STR TR
+$230.0K
4,687
增持
—
LAM RESEARCH CORP
+$224.0K
1,391
+91%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$223.0K
3,466
-1%
清仓
BIV
VANGUARD BD INDEX FDS
-$221.0K
0
-100%
建仓
MNA
INDEXIQ ETF TR
+$219.0K
6,847
建仓
QARP
DBX ETF TR
+$218.0K
5,192
建仓
BDX
BECTON DICKINSON & CO
+$217.0K
815
清仓
SCHM
SCHWAB STRATEGIC TR
-$208.0K
0
-100%
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$208.0K
5,380
建仓
TOTL
SSGA ACTIVE ETF TR
+$207.0K
4,622
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$207.0K
2,085
建仓
MINT
PIMCO ETF TR
+$207.0K
2,065
清仓
MINN
TRUST FOR PROFESSIONAL MANAG
-$201.0K
0
-100%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$197.0K
22,958
增持
EMN
EASTMAN CHEM CO
+$189.0K
6,370
+47%
减持
UNH
UNITEDHEALTH GROUP INC
-$176.0K
1,543
-20%
减持
CME
CME GROUP INC
-$171.0K
3,054
-22%
减持
ELV
ANTHEM INC
-$165.0K
1,424
-24%
建仓
XEMDX
WESTERN ASSET EMERGING MKTS
+$156.0K
14,579
减持
AMZN
AMAZON COM INC
-$146.0K
219
-15%
增持
AGG
ISHARES TR
+$121.0K
5,941
+31%
增持
MU
MICRON TECHNOLOGY INC
+$119.0K
13,929
+34%
减持
JPM
JPMORGAN CHASE & CO
-$102.0K
4,479
-1%
减持
V
VISA INC
-$90.0K
1,341
-25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$79.0K
953
+11%
增持
TSLA
TESLA INC
+$69.0K
1,349
+3%
减持
SYY
SYSCO CORP
-$69.0K
3,669
-22%
减持
DAL
DELTA AIR LINES INC DEL
-$43.0K
7,587
-13%
增持
—
MEDTRONIC PLC
+$40.0K
2,853
+7%
增持
XEL
XCEL ENERGY INC
+$36.0K
3,537
+9%
增持
SPAB
SPDR SER TR
+$32.0K
17,606
+14%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$28.0K
722
+21%
减持
SPYG
SPDR SER TR
-$26.0K
4,163
-0%
减持
—
EXXON MOBIL CORP
-$25.0K
10,741
-28%
增持
HON
HONEYWELL INTL INC
+$24.0K
1,225
+20%
增持
NVDA
NVIDIA CORPORATION
+$24.0K
1,623
+14%
增持
SPTI
SPDR SER TR
+$20.0K
14,540
+11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$12.0K
3,688
-0%
增持
VTI
VANGUARD INDEX FDS
-$11.0K
1,042
+1%
增持
CWB
SPDR SER TR
+$10.0K
5,240
+11%
增持
SPTL
SPDR SER TR
+$4.0K
9,046
+13%
增持
SPTS
SPDR SER TR
+$1.0K
13,050
+3%
