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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 21
增持 71
减持 50
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
GOVT
ISHARES TR
+$3.3M
301,881
+94%
增持
LQD
ISHARES TR
+$2.8M
53,864
+93%
减持
META
META PLATFORMS INC
-$2.7M
3,340
-81%
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
—
ARISTA NETWORKS INC
-$2.4M
2,048
-87%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$2.4M
101,108
+94%
增持
MBB
ISHARES TR
+$2.2M
49,341
+93%
增持
BIIB
BIOGEN INC
+$2.1M
9,917
+303%
减持
GEN
GEN DIGITAL INC
-$2.1M
13,841
-90%
减持
PM
PHILIP MORRIS INTL INC
-$1.7M
7,286
-71%
减持
SPTI
SPDR SER TR
-$1.6M
40,776
-58%
减持
SPAB
SPDR SER TR
-$1.6M
67,745
-48%
增持
ORCL
ORACLE CORP
+$1.4M
39,938
+11%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
35,251
+23%
减持
SPTL
SPDR SER TR
-$1.3M
10,313
-80%
增持
LLY
LILLY ELI & CO
+$1.3M
10,001
+1%
减持
VTIP
VANGUARD MALVERN FDS
-$1.2M
156,641
-13%
建仓
—
NXP SEMICONDUCTORS N V
+$1.2M
5,852
增持
PCAR
PACCAR INC
+$1.2M
33,747
+50%
建仓
ADI
ANALOG DEVICES INC
+$1.1M
5,794
建仓
GLW
CORNING INC
+$1.1M
32,192
建仓
AMAT
APPLIED MATLS INC
+$1.1M
7,671
增持
GOOGL
ALPHABET INC
+$1.1M
25,713
+34%
增持
FHLC
FIDELITY COVINGTON TRUST
+$1.1M
105,916
+16%
增持
AAPL
APPLE INC
+$946.1K
32,242
+0%
增持
IAU
ISHARES GOLD TR
+$873.7K
45,206
+119%
清仓
FMAT
FIDELITY COVINGTON TRUST
-$844.5K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$814.0K
8,226
-77%
减持
SPTS
SPDR SER TR
-$802.5K
7,818
-78%
增持
MRK
MERCK & CO INC
+$787.9K
38,128
+12%
减持
—
SPDR S&P 500 ETF TR
-$657.7K
94,500
-12%
减持
SPSB
SPDR SER TR
-$641.0K
21,900
-50%
建仓
BITO
PROSHARES TR
+$641.0K
37,748
增持
AVGO
BROADCOM INC
+$630.0K
2,366
+7%
增持
GILD
GILEAD SCIENCES INC
+$627.8K
53,101
+27%
增持
TSLA
TESLA INC
+$626.5K
7,166
+19%
增持
SPDW
SPDR INDEX SHS FDS
+$584.6K
44,906
+65%
减持
OUNZ
VANECK MERK GOLD TR
-$570.4K
348,024
-6%
减持
TXN
TEXAS INSTRS INC
-$552.4K
11,629
-18%
增持
—
EATON CORP PLC
+$525.5K
9,068
+20%
增持
MSI
MOTOROLA SOLUTIONS INC
+$498.7K
8,003
+24%
增持
MUB
ISHARES TR
+$472.5K
9,991
+81%
减持
MSFT
MICROSOFT CORP
+$470.1K
12,967
-5%
减持
AGG
ISHARES TR
-$459.2K
5,794
-44%
增持
CSCO
CISCO SYS INC
+$452.7K
70,213
+15%
建仓
DVA
DAVITA INC
+$444.0K
4,419
增持
NTAP
NETAPP INC
+$438.7K
20,356
+16%
增持
OTIS
OTIS WORLDWIDE CORP
+$427.9K
49,994
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$427.1K
17,227
+20%
建仓
KR
KROGER CO
+$413.4K
8,795
清仓
SJM
SMUCKER J M CO
-$407.4K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$392.0K
14,324
+167%
清仓
TGT
TARGET CORP
-$389.2K
0
-100%
增持
AMGN
AMGEN INC
+$375.8K
14,283
+24%
增持
ITW
ILLINOIS TOOL WKS INC
+$365.6K
8,266
+18%
建仓
UPS
UNITED PARCEL SERVICE INC
+$363.2K
2,026
增持
CE
CELANESE CORP DEL
+$354.9K
12,821
+24%
减持
FTEC
FIDELITY COVINGTON TRUST
+$354.2K
51,431
-8%
增持
CMI
CUMMINS INC
+$347.3K
7,139
+22%
增持
WMT
WALMART INC
+$346.1K
10,100
+20%
建仓
VBR
VANGUARD INDEX FDS
+$305.8K
1,849
清仓
XEL
XCEL ENERGY INC
-$304.2K
0
-100%
建仓
IMCV
ISHARES TR
+$297.1K
4,664
清仓
DHR
DANAHER CORPORATION
-$289.8K
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$277.4K
8,540
+69%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$271.1K
2,238
建仓
GWW
GRAINGER W W INC
+$263.4K
334
减持
WBD
WARNER BROS DISCOVERY INC
-$262.5K
14,170
-51%
建仓
CSX
CSX CORP
+$260.8K
7,647
清仓
GIS
GENERAL MLS INC
-$251.9K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$246.0K
503
减持
KLAC
KLA CORP
+$237.7K
2,941
-1%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$231.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$230.0K
900
建仓
LOW
LOWES COS INC
+$227.5K
1,008
建仓
EW
EDWARDS LIFESCIENCES CORP
+$226.4K
2,400
减持
FSTA
FIDELITY COVINGTON TRUST
-$223.7K
29,551
-15%
增持
PFE
PFIZER INC
+$223.6K
99,415
+18%
增持
CAT
CATERPILLAR INC
+$219.8K
5,900
+10%
清仓
XLSR
SSGA ACTIVE TR
-$218.8K
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$218.8K
721
增持
DGX
QUEST DIAGNOSTICS INC
+$215.8K
3,183
+94%
建仓
EMR
EMERSON ELEC CO
+$211.8K
2,343
增持
—
KELLOGG CO
+$205.4K
8,092
+59%
建仓
NUE
NUCOR CORP
+$203.8K
1,243
增持
—
JUNIPER NETWORKS INC
+$203.2K
55,560
+24%
增持
—
GARMIN LTD
+$197.7K
15,558
+10%
增持
REGN
REGENERON PHARMACEUTICALS
+$189.6K
4,273
+22%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$180.1K
76,725
+10%
增持
HD
HOME DEPOT INC
+$176.1K
4,463
+9%
增持
AMZN
AMAZON COM INC
+$167.9K
5,811
+2%
增持
PKG
PACKAGING CORP AMER
+$162.9K
3,243
+69%
增持
TSN
TYSON FOODS INC
+$162.2K
8,109
+91%
建仓
T
AT&T INC
+$161.8K
10,147
增持
HPQ
HP INC
+$158.0K
44,953
+8%
减持
PG
PROCTER AND GAMBLE CO
-$157.8K
6,018
-16%
减持
NVDA
NVIDIA CORPORATION
+$154.9K
1,464
-12%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$153.4K
42,015
+15%
增持
CPB
CAMPBELL SOUP CO
+$150.9K
95,914
+25%
增持
HSY
HERSHEY CO
+$137.0K
1,638
+53%
增持
PGR
PROGRESSIVE CORP
+$132.9K
3,239
+57%
增持
—
LYONDELLBASELL INDUSTRIES N
+$128.9K
14,020
+14%
减持
ABT
ABBOTT LABS
-$119.1K
3,638
-29%
增持
INTC
INTEL CORP
+$118.0K
62,798
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$103.7K
6,696
-4%
减持
FIDU
FIDELITY COVINGTON TRUST
+$100.5K
34,815
-2%
增持
CTVA
CORTEVA INC
+$99.2K
41,169
+10%
减持
LMT
LOCKHEED MARTIN CORP
-$99.0K
822
-19%
增持
DFAC
DIMENSIONAL ETF TRUST
+$98.6K
47,262
+2%
减持
FDIS
FIDELITY COVINGTON TRUST
+$88.8K
14,427
-3%
增持
COST
COSTCO WHSL CORP NEW
+$83.1K
1,105
+7%
增持
MO
ALTRIA GROUP INC
+$77.2K
6,164
+36%
增持
EBAY
EBAY INC.
+$76.9K
29,808
+5%
减持
DAL
DELTA AIR LINES INC DEL
+$74.7K
5,949
-0%
增持
DE
DEERE & CO
+$68.8K
3,182
+8%
减持
TLH
ISHARES TR
-$68.3K
5,779
-7%
增持
DIS
DISNEY WALT CO
-$66.0K
6,199
+0%
减持
—
TE CONNECTIVITY LTD
+$63.3K
9,036
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$59.5K
888
+13%
减持
VZ
VERIZON COMMUNICATIONS INC
-$57.9K
16,424
-4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$43.5K
470
-6%
增持
QCOM
QUALCOMM INC
-$41.4K
18,103
+5%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$39.5K
21,858
+10%
减持
MU
MICRON TECHNOLOGY INC
-$39.1K
17,238
-8%
减持
BA
BOEING CO
-$38.9K
2,165
-7%
减持
FCOM
FIDELITY COVINGTON TRUST
+$35.5K
27,477
-6%
减持
—
EXXON MOBIL CORP
-$33.5K
6,994
-2%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$31.3K
12,487
+9%
减持
CME
CME GROUP INC
-$30.0K
2,578
-3%
减持
JPM
JPMORGAN CHASE & CO
+$29.6K
1,967
-0%
增持
ABBV
ABBVIE INC
+$24.8K
24,291
+19%
增持
DOW
DOW INC
+$24.5K
31,059
+4%
增持
PEP
PEPSICO INC
+$23.3K
5,489
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$23.3K
3,797
-7%
减持
EFA
ISHARES TR
-$23.0K
12,995
-4%
增持
KO
COCA COLA CO
-$21.5K
12,772
+0%
增持
OGN
ORGANON & CO
-$18.8K
26,822
+9%
减持
AXP
AMERICAN EXPRESS CO
+$15.4K
4,215
-3%
减持
IWM
ISHARES TR
+$13.9K
5,585
-3%
增持
ELV
ELEVANCE HEALTH INC
-$11.9K
888
+0%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$11.5K
1,503
-8%
减持
EEM
ISHARES TR
-$10.9K
9,375
-3%
减持
V
VISA INC
+$9.2K
972
-1%
减持
SPTM
SPDR SER TR
-$9.1K
4,384
-11%
减持
UNH
UNITEDHEALTH GROUP INC
+$8.1K
1,062
-0%
减持
DLTR
DOLLAR TREE INC
-$8.0K
5,673
-1%
减持
NRG
NRG ENERGY INC
+$7.5K
36,779
-8%
增持
SCHO
SCHWAB STRATEGIC TR
-$6.7K
48,620
+1%
增持
—
AMCOR PLC
+$6.2K
156,881
+14%
减持
SPMD
SPDR SER TR
-$5.3K
14,904
-5%
增持
CLX
CLOROX CO DEL
+$3.2K
1,438
+1%
