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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 145 项
建仓 35
增持 48
减持 58
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
GOVT
ISHARES TR
+$3.4M
155,337
+1483%
增持
LQD
ISHARES TR
+$2.8M
27,866
+1291%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$2.6M
52,162
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
BMY
BRISTOL-MYERS SQUIBB CO
+$2.5M
36,552
建仓
MBB
ISHARES TR
+$2.4M
25,555
建仓
GEN
GEN DIGITAL INC
+$2.4M
137,614
减持
ABT
ABBOTT LABS
-$2.3M
5,093
-80%
增持
AAPL
APPLE INC
+$2.1M
32,189
+31%
增持
CTVA
CORTEVA INC
+$2.1M
37,469
+1000%
增持
—
ARISTA NETWORKS INC
+$1.4M
16,315
+45%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
46,490
建仓
SPYV
SPDR SER TR
+$1.2M
28,905
增持
SPAB
SPDR SER TR
+$1.1M
129,333
+46%
清仓
—
NXP SEMICONDUCTORS N V
-$1.0M
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$1.0M
0
-100%
减持
—
AMCOR PLC
-$992.1K
137,035
-36%
减持
META
META PLATFORMS INC
+$937.5K
17,370
-24%
减持
SPY
SPDR S&P 500 ETF TR
+$929.5K
6,997
-93%
建仓
SPDW
SPDR INDEX SHS FDS
+$876.7K
27,294
减持
JNJ
JOHNSON & JOHNSON
-$869.5K
28,598
-5%
减持
GILD
GILEAD SCIENCES INC
-$836.3K
41,758
-17%
增持
TSLA
TESLA INC
+$811.1K
6,022
+69%
建仓
IAU
ISHARES GOLD TR
+$771.3K
20,640
建仓
SPYM
SPDR SER TR
+$749.7K
15,571
建仓
QQQ
INVESCO QQQ TR
+$747.1K
2,328
减持
MRK
MERCK & CO INC
-$744.6K
33,948
-14%
建仓
—
SPDR S&P 500 ETF TR
+$723.2K
107,700
建仓
TLH
ISHARES TR
+$708.4K
6,185
增持
TXN
TEXAS INSTRS INC
+$689.9K
14,224
+20%
建仓
SPMD
SPDR SER TR
+$689.2K
15,686
增持
INTC
INTEL CORP
+$635.3K
60,667
+19%
减持
PM
PHILIP MORRIS INTL INC
-$615.7K
24,741
-17%
增持
SPTI
SPDR SER TR
+$600.1K
96,474
+24%
建仓
MUB
ISHARES TR
+$593.9K
5,512
增持
QCOM
QUALCOMM INC
+$585.8K
17,216
+18%
增持
SPSB
SPDR SER TR
+$551.6K
43,393
+74%
减持
ORCL
ORACLE CORP
-$545.1K
35,982
-24%
增持
OUNZ
VANECK MERK GOLD TR
+$524.1K
368,778
+0%
减持
CAT
CATERPILLAR INC
-$491.6K
5,383
-25%
建仓
NVDA
NVIDIA CORPORATION
+$464.4K
1,672
建仓
TAXF
AMERICAN CENTY ETF TR
+$454.4K
9,024
增持
IWM
ISHARES TR
+$437.1K
5,785
+70%
减持
FHLC
FIDELITY COVINGTON TRUST
-$424.2K
91,122
-3%
减持
KLAC
KLA CORP
-$423.4K
2,978
-30%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$415.8K
907
增持
GOOGL
ALPHABET INC
+$409.4K
19,216
+7%
减持
CSCO
CISCO SYS INC
-$394.1K
60,834
-19%
减持
AMGN
AMGEN INC
-$383.8K
11,563
-4%
建仓
CL
COLGATE PALMOLIVE CO
+$380.6K
5,064
减持
MSI
MOTOROLA SOLUTIONS INC
-$377.5K
6,460
-25%
建仓
SPSM
SPDR SER TR
+$377.2K
9,988
减持
TRV
TRAVELERS COMPANIES INC
-$367.5K
2,578
-40%
增持
OGN
ORGANON & CO
+$341.0K
24,530
+190%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$331.1K
14,326
-9%
减持
FTEC
FIDELITY COVINGTON TRUST
+$310.7K
55,855
-13%
增持
AMZN
AMAZON COM INC
+$308.2K
5,708
+70%
建仓
PGR
PROGRESSIVE CORP
+$295.8K
2,068
建仓
XLE
SELECT SECTOR SPDR TR
+$286.5K
3,459
增持
NRG
NRG ENERGY INC
+$280.4K
39,884
+17%
增持
FIDU
FIDELITY COVINGTON TRUST
+$280.0K
35,535
+13%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$279.7K
6,285
建仓
HSY
HERSHEY CO
+$272.0K
1,069
建仓
PKG
PACKAGING CORP AMER
+$265.7K
1,914
增持
MU
MICRON TECHNOLOGY INC
+$263.3K
18,678
+8%
增持
WBD
WARNER BROS DISCOVERY INC
+$262.1K
29,153
+55%
建仓
TSN
TYSON FOODS INC
+$251.6K
4,242
清仓
AVY
AVERY DENNISON CORP
-$248.9K
0
-100%
减持
CMI
CUMMINS INC
-$243.9K
5,873
-14%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$243.3K
788
建仓
VTI
VANGUARD INDEX FDS
+$235.3K
1,153
清仓
INTU
INTUIT
-$228.9K
0
-100%
减持
—
GARMIN LTD
-$227.9K
14,119
-21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$226.3K
17,195
+53%
建仓
CLX
CLOROX CO DEL
+$225.5K
1,425
建仓
V
VISA INC
+$221.6K
983
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$221.1K
69,609
-16%
建仓
XLSR
SSGA ACTIVE TR
+$218.8K
5,450
减持
REGN
REGENERON PHARMACEUTICALS
+$214.5K
3,506
-5%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$214.3K
2,055
建仓
DAL
DELTA AIR LINES INC DEL
+$208.1K
5,959
建仓
CMCSA
COMCAST CORP NEW
+$203.1K
5,358
建仓
DUHP
DIMENSIONAL ETF TRUST
+$202.8K
8,066
建仓
MO
ALTRIA GROUP INC
+$202.0K
4,528
增持
AGG
ISHARES TR
+$201.4K
10,304
+21%
增持
LLY
LILLY ELI & CO
-$196.9K
9,934
+1%
减持
MSFT
MICROSOFT CORP
+$196.5K
13,686
-12%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$195.9K
19,856
-6%
减持
CPB
CAMPBELL SOUP CO
-$184.9K
76,998
-1%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$177.2K
1,626
-1%
增持
PFE
PFIZER INC
-$172.9K
83,895
+20%
减持
VTIP
VANGUARD MALVERN FDS
-$161.9K
180,922
-4%
减持
ITW
ILLINOIS TOOL WKS INC
-$149.3K
6,992
-17%
增持
NTAP
NETAPP INC
+$143.7K
17,486
+8%
增持
SJM
SMUCKER J M CO
+$137.3K
2,589
+52%
减持
FSTA
FIDELITY COVINGTON TRUST
-$135.6K
34,683
-9%
减持
FMAT
FIDELITY COVINGTON TRUST
-$131.3K
18,524
-17%
增持
LMT
LOCKHEED MARTIN CORP
+$126.7K
1,010
+40%
减持
—
JUNIPER NETWORKS INC
-$120.8K
44,670
-14%
减持
FCOM
FIDELITY COVINGTON TRUST
+$120.1K
29,247
-4%
增持
DIS
DISNEY WALT CO
+$119.3K
6,186
+7%
减持
OTIS
OTIS WORLDWIDE CORP
+$118.8K
47,655
-4%
减持
SWKS
SKYWORKS SOLUTIONS INC
+$116.7K
11,450
-15%
增持
HD
HOME DEPOT INC
+$114.9K
4,101
+18%
减持
—
LYONDELLBASELL INDUSTRIES N
+$114.8K
12,340
-2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$112.1K
501
-31%
增持
—
KELLOGG CO
+$108.1K
5,078
+56%
减持
FUTY
FIDELITY COVINGTON TRUST
-$107.5K
19,174
-8%
减持
ABBV
ABBVIE INC
-$98.2K
20,380
-2%
增持
COST
COSTCO WHSL CORP NEW
+$98.2K
1,030
+14%
增持
CME
CME GROUP INC
+$97.7K
2,651
+9%
增持
PCAR
PACCAR INC
-$97.6K
22,567
+28%
增持
SPTS
SPDR SER TR
+$94.6K
35,154
+9%
减持
—
TE CONNECTIVITY LTD
+$94.3K
9,174
-5%
增持
KMB
KIMBERLY-CLARK CORP
+$90.4K
4,079
+21%
增持
SCHO
SCHWAB STRATEGIC TR
+$90.3K
48,030
+3%
增持
WY
WEYERHAEUSER CO MTN BE
+$89.8K
36,164
+12%
减持
BIIB
BIOGEN INC
-$78.7K
2,461
-11%
增持
—
EXXON MOBIL CORP
+$75.2K
7,146
+11%
减持
DE
DEERE & CO
-$75.0K
2,956
-2%
增持
PG
PROCTER AND GAMBLE CO
+$69.2K
7,203
+9%
减持
EFA
ISHARES TR
+$66.2K
13,495
-1%
减持
AVGO
BROADCOM INC
-$56.4K
2,217
-16%
减持
AXP
AMERICAN EXPRESS CO
+$51.9K
4,358
-3%
减持
TGT
TARGET CORP
-$50.7K
2,350
-20%
增持
PEP
PEPSICO INC
+$44.7K
5,449
+4%
减持
WMT
WALMART INC
-$42.5K
8,419
-7%
增持
JPM
JPMORGAN CHASE & CO
+$42.0K
1,968
+23%
减持
DOW
DOW INC
+$41.9K
29,729
-6%
增持
KO
COCA COLA CO
+$37.0K
12,746
+8%
增持
ELV
ELEVANCE HEALTH INC
-$36.7K
884
+2%
减持
DLTR
DOLLAR TREE INC
-$31.6K
5,727
-5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$31.4K
2,752
+17%
增持
DGX
QUEST DIAGNOSTICS INC
+$30.1K
1,637
+27%
减持
HPQ
HP INC
+$29.2K
41,652
-6%
减持
GIS
GENERAL MLS INC
-$28.8K
2,947
-12%
减持
—
EATON CORP PLC
+$24.5K
7,576
-7%
减持
FDIS
FIDELITY COVINGTON TRUST
-$23.6K
14,799
-15%
增持
SPTM
SPDR SER TR
+$23.3K
4,914
+4%
减持
SPTL
SPDR SER TR
-$23.1K
52,003
-7%
减持
XEL
XCEL ENERGY INC
-$22.6K
4,510
-3%
减持
BA
BOEING CO
+$16.6K
2,335
-7%
增持
UNH
UNITEDHEALTH GROUP INC
-$12.4K
1,063
+9%
减持
CE
CELANESE CORP DEL
-$6.7K
10,375
-7%
减持
EBAY
EBAY INC.
-$4.8K
28,290
-7%
减持
EEM
ISHARES TR
-$66
9,675
-4%
