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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 119 项
建仓 1
增持 63
减持 42
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VTIP
VANGUARD MALVERN FDS
+$3.3M
188,687
+63%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.4M
46,705
-38%
清仓
—
SPDR S&P 500 ETF TR
-$855.0K
0
-100%
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
AAPL
APPLE INC
-$786.3K
24,511
-5%
增持
META
META PLATFORMS INC
+$744.0K
22,802
+6%
增持
OTIS
OTIS WORLDWIDE CORP
+$522.3K
49,844
+4%
增持
PFE
PFIZER INC
+$496.9K
70,177
+5%
增持
GILD
GILEAD SCIENCES INC
+$440.0K
50,099
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$431.0K
101,720
+2513%
增持
MRK
MERCK & CO INC
+$428.3K
39,264
+1%
增持
CPB
CAMPBELL SOUP CO
+$420.2K
77,853
+3%
减持
TSLA
TESLA INC
-$376.7K
3,558
-1%
增持
NRG
NRG ENERGY INC
-$372.8K
34,167
+4%
增持
ABBV
ABBVIE INC
+$329.1K
20,705
+0%
减持
TGT
TARGET CORP
-$315.0K
2,952
-36%
增持
PM
PHILIP MORRIS INTL INC
+$304.7K
29,856
+1%
减持
OUNZ
VANECK MERK GOLD TR
+$300.5K
368,543
-6%
清仓
DAL
DELTA AIR LINES INC DEL
-$297.0K
0
-100%
清仓
SYY
SYSCO CORP
-$289.0K
0
-100%
增持
ITW
ILLINOIS TOOL WKS INC
+$285.6K
8,405
+15%
增持
AVGO
BROADCOM INC
+$281.5K
2,644
+4%
清仓
V
VISA INC
-$275.0K
0
-100%
减持
BIIB
BIOGEN INC
-$274.1K
2,755
-25%
增持
KLAC
KLA CORP
+$270.1K
4,276
+1%
增持
JNJ
JOHNSON & JOHNSON
+$270.1K
30,015
+4%
增持
ORCL
ORACLE CORP
+$263.5K
47,571
+2%
清仓
CWB
SPDR SER TR
-$262.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$256.9K
5,756
-19%
清仓
CLX
CLOROX CO DEL
-$256.0K
0
-100%
减持
WMT
WALMART INC
-$252.1K
9,055
-16%
清仓
CL
COLGATE PALMOLIVE CO
-$249.0K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$248.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$248.0K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$242.8K
864
-31%
减持
UNH
UNITEDHEALTH GROUP INC
-$238.2K
971
-28%
减持
—
EXXON MOBIL CORP
-$230.5K
6,423
-24%
减持
AMZN
AMAZON COM INC
-$229.6K
3,350
-33%
清仓
TSN
TYSON FOODS INC
-$225.0K
0
-100%
减持
TRV
TRAVELERS COMPANIES INC
-$223.6K
4,317
-23%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$220.0K
0
-100%
减持
ABT
ABBOTT LABS
+$211.1K
25,514
-3%
清仓
KR
KROGER CO
-$211.0K
0
-100%
清仓
PKG
PACKAGING CORP AMER
-$208.0K
0
-100%
减持
FTEC
FIDELITY COVINGTON TRUST
-$204.9K
64,057
-0%
增持
SPAB
SPDR SER TR
+$201.3K
88,751
+8%
建仓
CTVA
CORTEVA INC
+$200.2K
3,406
增持
CAT
CATERPILLAR INC
+$195.4K
7,194
+2%
减持
MSFT
MICROSOFT CORP
-$192.9K
15,633
-8%
增持
SPTL
SPDR SER TR
+$189.9K
56,112
+9%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$185.9K
83,328
+4%
增持
SPTI
SPDR SER TR
+$183.8K
77,615
+8%
减持
WBD
WARNER BROS DISCOVERY INC
-$178.9K
18,786
-32%
增持
KMB
KIMBERLY-CLARK CORP
+$178.1K
3,367
+50%
增持
DOW
DOW INC
+$163.9K
31,512
+3%
增持
LLY
LILLY ELI & CO
+$162.4K
9,863
+4%
增持
DE
DEERE & CO
+$146.4K
3,021
+4%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$142.8K
1,641
-29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$139.4K
11,228
+39%
减持
KO
COCA COLA CO
-$138.4K
11,847
-21%
减持
HD
HOME DEPOT INC
-$135.6K
3,468
-17%
减持
INTC
INTEL CORP
-$135.3K
50,953
-2%
增持
—
JUNIPER NETWORKS INC
+$132.3K
51,887
+4%
减持
AXP
AMERICAN EXPRESS CO
-$131.1K
4,514
-16%
增持
MSI
MOTOROLA SOLUTIONS INC
+$129.9K
8,637
+3%
减持
FHLC
FIDELITY COVINGTON TRUST
+$120.5K
94,178
-0%
减持
—
KELLOGG CO
-$114.0K
3,256
-28%
增持
EFA
IARES TR
+$109.9K
13,695
+3%
增持
NTAP
NETAPP INC
-$109.3K
16,196
+4%
减持
CME
CME GROUP INC
-$109.0K
2,438
-19%
增持
—
EATON CORP PLC
+$103.6K
8,115
+4%
减持
TMO
THERMO FIER SCIENTIFIC INC
-$99.1K
728
-25%
增持
DLTR
DOLLAR TREE INC
-$98.3K
6,036
+0%
增持
—
NXP SEMICONDUCTORS N V
+$96.1K
6,594
+2%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$96.0K
21,231
+3%
增持
—
AMCOR PLC
+$94.6K
214,237
+1%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$89.1K
13,542
+2%
增持
GOOGL
ALPHABET INC
-$89.0K
17,953
+1%
增持
—
GARMIN LTD
+$88.8K
17,909
+1%
增持
—
LYONDELLBASELL INDUSTRIES N
+$86.8K
12,571
+0%
减持
DHR
DANAHER CORPORATION
-$84.8K
1,150
-26%
减持
OGN
ORGANON & CO
-$82.0K
8,449
-30%
增持
SPTS
SPDR SER TR
+$81.9K
32,293
+9%
减持
JPM
JPMORGAN CHASE & CO
-$80.6K
1,599
-32%
减持
DGX
QUEST DIAGNOSTICS INC
-$79.5K
1,288
-34%
减持
SJM
SMUCKER J M CO
-$77.8K
1,705
-26%
减持
AMAT
APPLIED MATLS INC
+$76.5K
10,500
-2%
增持
EBAY
EBAY INC.
+$71.0K
30,383
+2%
增持
SPSB
SPDR SER TR
+$70.1K
24,987
+10%
增持
FDIS
FIDELITY COVINGTON TRUST
-$68.3K
17,513
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.1K
15,680
+1%
减持
CE
CELANESE CORP DEL
+$61.3K
11,114
-1%
增持
FIDU
FIDELITY COVINGTON TRUST
+$58.5K
31,541
+1%
增持
FSTA
FIDELITY COVINGTON TRUST
+$56.6K
37,973
+1%
增持
FUTY
FIDELITY COVINGTON TRUST
+$53.7K
20,793
+1%
增持
EEM
IARES TR
+$50.8K
10,075
+4%
增持
QCOM
QUALCOMM INC
-$47.5K
14,649
+4%
增持
FMAT
FIDELITY COVINGTON TRUST
+$44.8K
22,355
+0%
增持
PCAR
PACCAR INC
+$44.5K
17,677
+0%
增持
AGG
IARES TR
+$44.3K
8,509
+3%
减持
COST
COSTCO WHSL CORP NEW
-$43.4K
906
-1%
增持
REGN
REGENERON PHARMACEUTICALS
+$43.1K
3,695
+5%
增持
—
TE CONNECTIVITY LTD
-$43.1K
9,660
+3%
增持
MU
MICRON TECHNOLOGY INC
-$41.3K
17,281
+3%
增持
WY
WEYERHAEUSER CO MTN BE
+$34.8K
32,252
+3%
增持
—
ARISTA NETWORKS INC
+$31.0K
11,281
+2%
增持
HPQ
HP INC
-$28.7K
44,410
+0%
减持
BA
BOEING CO
+$23.5K
2,517
-21%
减持
TXN
TEXAS INSTRS INC
+$22.9K
11,838
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$22.8K
721
+7%
减持
CSCO
CISCO SYS INC
+$21.2K
75,025
-4%
增持
IWM
IARES TR
-$16.1K
3,412
+2%
增持
CMI
CUMMINS INC
+$14.0K
6,798
+2%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$13.1K
2,359
-1%
增持
AMGN
AMGEN INC
+$11.2K
12,105
+3%
减持
PEP
PEPSICO INC
-$8.4K
5,251
-0%
减持
PG
PROCTER AND GAMBLE CO
+$6.8K
6,610
-10%
减持
SPTM
SPDR SER TR
-$2.5K
4,747
-0%
减持
XEL
XCEL ENERGY INC
-$2.3K
4,660
-8%
增持
FCOM
FIDELITY COVINGTON TRUST
-$1.7K
30,597
+3%
