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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 19
增持 56
减持 38
清仓 37
方向
标的
Δ市值
现股数(环比)
建仓
VTIP
VANGUARD MALVERN FDS
+$5.5M
115,830
增持
CPB
CAMPBELL SOUP CO
+$3.5M
75,565
+654%
增持
OTIS
OTIS WORLDWIDE CORP
+$3.2M
47,867
+1370%
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
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.6M
0
-100%
建仓
—
AMCOR PLC
+$2.5M
212,258
增持
PM
PHILIP MORRIS INTL INC
+$2.4M
29,581
+885%
清仓
BIO
BIO RAD LABS INC
-$2.1M
0
-100%
建仓
META
META PLATFORMS INC
+$2.0M
21,473
减持
BIIB
BIOGEN INC
-$1.7M
3,657
-73%
清仓
A
AGILENT TECHNOLOGIES INC
-$1.7M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
3,893
-97%
建仓
NRG
NRG ENERGY INC
+$1.5M
32,885
建仓
DOW
DOW INC
+$1.4M
30,462
建仓
—
ARISTA NETWORKS INC
+$1.3M
11,069
增持
SPTI
SPDR SER TR
+$1.3M
72,003
+202%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$1.3M
0
-100%
增持
SPAB
SPDR SER TR
+$1.3M
82,508
+189%
清仓
FRCB
FIRST REP BK SAN FRANCISCO C
-$1.2M
0
-100%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.1M
80,167
增持
FSTA
FIDELITY COVINGTON TRUST
+$1.1M
37,440
+218%
清仓
ADI
ANALOG DEVICES INC
-$1.1M
0
-100%
建仓
WY
WEYERHAEUSER CO MTN BE
+$965.0K
31,206
建仓
FMAT
FIDELITY COVINGTON TRUST
+$931.0K
22,341
清仓
GLW
CORNING INC
-$926.0K
0
-100%
增持
SPTL
SPDR SER TR
+$910.0K
51,408
+221%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$894.0K
20,642
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$890.0K
2,301
-51%
清仓
FNCL
FIDELITY COVINGTON TRUST
-$883.0K
0
-100%
建仓
—
SPDR S&P 500 ETF TR
+$855.0K
97,100
增持
ORCL
ORACLE CORP
+$770.0K
46,426
+14%
清仓
—
LAM RESEARCH CORP
-$753.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$720.0K
78,208
+18%
减持
INTU
INTUIT
-$703.0K
588
-76%
减持
ABBV
ABBVIE INC
-$680.0K
20,608
-15%
减持
GILD
GILEAD SCIENCES INC
+$675.0K
49,218
-5%
减持
MSFT
MICROSOFT CORP
-$553.0K
16,981
-3%
增持
MRK
MERCK & CO INC
+$528.0K
38,813
+4%
增持
INTC
INTEL CORP
-$439.0K
52,123
+2%
增持
JNJ
JOHNSON & JOHNSON
+$431.0K
28,927
+12%
增持
HD
HOME DEPOT INC
+$424.0K
4,157
+41%
增持
WMT
WALMART INC
+$408.0K
10,793
+16%
增持
PCAR
PACCAR INC
+$405.0K
17,610
+12%
增持
KLAC
KLA CORP
+$388.0K
4,241
+42%
减持
REGN
REGENERON PHARMACEUTICALS
+$384.0K
3,504
-7%
增持
SPSB
SPDR SER TR
+$381.0K
22,817
+140%
增持
—
JUNIPER NETWORKS INC
+$377.0K
49,855
+24%
增持
CMI
CUMMINS INC
+$372.0K
6,680
+3%
增持
AMGN
AMGEN INC
+$369.0K
11,718
+2%
增持
DE
DEERE & CO
+$364.0K
2,904
+11%
增持
ABT
ABBOTT LABS
+$361.0K
26,178
+28%
清仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$355.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$350.0K
14,091
-10%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$346.0K
13,314
+54%
清仓
HON
HONEYWELL INTL INC
-$343.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$333.0K
0
-100%
增持
SPTS
SPDR SER TR
+$329.0K
29,523
+67%
建仓
LMT
LOCKHEED MARTIN CORP
+$328.0K
673
减持
MSI
MOTOROLA SOLUTIONS INC
-$322.0K
8,392
-27%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$320.0K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
+$304.0K
64,060
+4%
增持
CAT
CATERPILLAR INC
+$302.0K
7,059
+3%
减持
JPM
JPMORGAN CHASE & CO
-$301.0K
2,340
-56%
增持
GOOGL
ALPHABET INC
+$300.0K
17,704
+2710%
增持
SCHO
SCHWAB STRATEGIC TR
+$288.0K
75,428
+11%
增持
FDIS
FIDELITY COVINGTON TRUST
+$287.0K
17,027
+30%
清仓
CGNX
COGNEX CORP
-$285.0K
0
-100%
建仓
DGX
QUEST DIAGNOSTICS INC
+$281.0K
1,959
增持
FIDU
FIDELITY COVINGTON TRUST
+$279.0K
31,271
+12%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$279.0K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$278.0K
911
-41%
清仓
TECH
BIO-TECHNE CORP
-$277.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$273.0K
3,347
增持
AVGO
BROADCOM INC
+$270.0K
2,547
+33%
减持
CWB
SPDR SER TR
-$270.0K
4,023
-51%
减持
—
LYONDELLBASELL INDUSTRIES N
-$265.0K
12,515
-10%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$264.0K
0
-100%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$253.0K
20,561
+15%
减持
LLY
LILLY ELI & CO
+$252.0K
9,517
-3%
清仓
BOND
PIMCO ETF TR
-$250.0K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$249.0K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$248.0K
1,928
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$246.0K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$234.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$234.0K
744
-55%
清仓
PXH
INVESCO EXCH TRADED FD TR II
-$234.0K
0
-100%
清仓
FISV
FISERV INC
-$234.0K
0
-100%
建仓
SPTM
SPDR SER TR
+$227.0K
4,759
清仓
XT
ISHARES TR
-$222.0K
0
-100%
清仓
SPYG
SPDR SER TR
-$220.0K
0
-100%
建仓
GOVT
ISHARES TR
+$220.0K
9,814
清仓
NMS
NUVEEN MINN QUALITY MUN INM
-$217.0K
0
-100%
清仓
IJR
ISHARES TR
-$212.0K
0
-100%
清仓
VNLA
JANUS DETROIT STR TR
-$212.0K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$211.0K
0
-100%
清仓
FNDF
SCHWAB STRATEGIC TR
-$209.0K
0
-100%
建仓
PKG
PACKAGING CORP AMER
+$208.0K
1,734
清仓
FTF
FRANKLIN LTD DURATION INCOME
-$206.0K
0
-100%
清仓
IGR
CBRE GBL REAL ESTATE INC FD
-$205.0K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$204.0K
0
-100%
清仓
MINT
PIMCO ETF TR
-$204.0K
0
-100%
建仓
LQD
ISHARES TR
+$203.0K
2,004
清仓
BDX
BECTON DICKINSON & CO
-$201.0K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$193.0K
10,715
+30%
增持
—
TE CONNECTIVITY LTD
+$190.0K
9,424
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$187.0K
15,492
+12%
增持
HPQ
HP INC
+$185.0K
44,247
+40%
减持
BA
BOEING CO
-$179.0K
3,198
-31%
清仓
JPC
NUVEEN PFD & INCOME OPPORTUN
-$176.0K
0
-100%
增持
EBAY
EBAY INC.
+$162.0K
29,851
+21%
减持
DLTR
DOLLAR TREE INC
-$150.0K
6,009
-15%
增持
—
GARMIN LTD
+$140.0K
17,759
+23%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$134.0K
973
-17%
增持
OUNZ
VANECK MERK GOLD TR
+$134.0K
392,590
+13%
减持
CME
CME GROUP INC
-$133.0K
2,993
-6%
增持
WBD
WARNER BROS DISCOVERY INC
+$131.0K
27,447
+63%
清仓
XEMDX
WESTERN ASSET EMERGING MKTS
-$129.0K
0
-100%
增持
DHR
DANAHER CORPORATION
+$124.0K
1,550
+48%
增持
MU
MICRON TECHNOLOGY INC
+$114.0K
16,729
+17%
减持
EFA
ISHARES TR
-$102.0K
13,295
-7%
减持
EEM
ISHARES TR
-$100.0K
9,675
-10%
增持
TSLA
TESLA INC
-$99.0K
3,582
+164%
增持
SJM
SMUCKER J M CO
+$98.0K
2,313
+18%
减持
FHLC
FIDELITY COVINGTON TRUST
-$98.0K
94,206
-5%
增持
DIS
DISNEY WALT CO
+$94.0K
7,106
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$93.0K
3,200
-28%
减持
KO
COCA COLA CO
-$92.0K
14,905
-5%
增持
PFE
PFIZER INC
-$84.0K
66,574
+10%
减持
XEL
XCEL ENERGY INC
-$82.0K
5,060
-13%
增持
NTAP
NETAPP INC
+$80.0K
15,618
+2%
增持
DAL
DELTA AIR LINES INC DEL
+$69.0K
8,752
+11%
增持
FCOM
FIDELITY COVINGTON TRUST
+$68.0K
29,718
+20%
减持
AAPL
APPLE INC
+$67.0K
25,895
-9%
增持
—
NXP SEMICONDUCTORS N V
+$65.0K
6,477
+9%
增持
—
KELLOGG CO
+$64.0K
4,503
+14%
减持
—
EXXON MOBIL CORP
+$64.0K
8,477
-17%
减持
AMZN
AMAZON COM INC
-$60.0K
4,990
-7%
减持
TXN
TEXAS INSTRS INC
+$58.0K
12,030
-1%
减持
CLX
CLOROX CO DEL
-$55.0K
1,755
-20%
减持
UNH
UNITEDHEALTH GROUP INC
-$54.0K
1,356
-14%
增持
OGN
ORGANON & CO
+$54.0K
12,145
+55%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$48.0K
2,900
-3%
减持
ITW
ILLINOIS TOOL WKS INC
+$46.0K
7,335
-12%
减持
—
EATON CORP PLC
+$43.0K
7,798
-13%
减持
PEP
PEPSICO INC
+$35.0K
5,269
-5%
增持
AGG
ISHARES TR
+$33.0K
8,232
+12%
减持
SYY
SYSCO CORP
-$32.0K
3,334
-12%
减持
TGT
TARGET CORP
-$32.0K
4,593
-18%
增持
AVY
AVERY DENNISON CORP
+$31.0K
1,375
+10%
增持
KMB
KIMBERLY-CLARK CORP
+$27.0K
2,244
+21%
增持
PG
PROCTER AND GAMBLE CO
+$23.0K
7,384
+9%
