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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 37
增持 60
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$2.9M
8,363
增持
SPDW
SPDR INDEX SHS FDS
+$2.2M
119,610
+166%
增持
AMZN
AMAZON COM INC
+$2.1M
22,741
+291%
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
MRNA
MODERNA INC
+$1.7M
16,826
减持
INTC
INTEL CORP
-$1.7M
12,287
-80%
增持
SPYM
SPDR SER TR
+$1.6M
47,309
+204%
减持
ORCL
ORACLE CORP
-$1.1M
34,089
-15%
清仓
MU
MICRON TECHNOLOGY INC
-$1.1M
0
-100%
减持
AAPL
APPLE INC
-$1.1M
30,209
-6%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
18,448
增持
SPTS
SPDR SER TR
+$1.0M
43,048
+451%
增持
AMGN
AMGEN INC
+$1.0M
15,562
+9%
减持
CE
CELANESE CORP DEL
-$984.6K
3,983
-69%
增持
GOVT
ISHARES TR
+$960.7K
357,250
+18%
减持
MSFT
MICROSOFT CORP
-$863.7K
11,250
-13%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$833.9K
15,569
增持
XLE
SELECT SECTOR SPDR TR
+$789.8K
11,885
+239%
建仓
BND
VANGUARD BD INDEX FDS
+$776.2K
11,124
建仓
PFF
ISHARES TR
+$756.6K
25,095
减持
QCOM
QUALCOMM INC
-$739.2K
12,747
-30%
减持
FTEC
FIDELITY COVINGTON TRUST
-$710.1K
48,879
-5%
减持
—
SPDR S&P 500 ETF TR
+$707.4K
805
-99%
增持
IAU
ISHARES GOLD TR
+$699.6K
67,010
+48%
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$683.6K
17,443
增持
LQD
ISHARES TR
+$678.2K
63,743
+18%
增持
VTIP
VANGUARD MALVERN FDS
+$660.6K
171,078
+9%
减持
JNJ
JOHNSON & JOHNSON
-$657.5K
33,240
-6%
建仓
SPYG
SPDR SER TR
+$651.6K
10,992
增持
REGN
REGENERON PHARMACEUTICALS
+$646.0K
4,516
+6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$644.7K
116,807
+16%
增持
AGG
ISHARES TR
+$626.4K
12,696
+119%
减持
GOOGL
ALPHABET INC
-$582.8K
19,067
-26%
减持
TSLA
TESLA INC
-$582.5K
5,169
-28%
建仓
XYLD
GLOBAL X FDS
+$577.6K
14,851
减持
OTIS
OTIS WORLDWIDE CORP
-$570.0K
48,312
-3%
增持
MBB
ISHARES TR
+$553.5K
58,055
+18%
建仓
ED
CONSOLIDATED EDISON INC
+$552.2K
6,456
建仓
SHY
ISHARES TR
+$547.6K
6,763
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$546.5K
28,481
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$524.6K
37,284
增持
ABBV
ABBVIE INC
+$488.2K
25,231
+4%
建仓
QYLD
GLOBAL X FDS
+$485.9K
28,977
建仓
MLPA
GLOBAL X FDS
+$461.7K
10,354
减持
AVGO
BROADCOM INC
-$461.1K
1,916
-19%
清仓
PGR
PROGRESSIVE CORP
-$428.7K
0
-100%
清仓
KR
KROGER CO
-$413.4K
0
-100%
增持
—
AMCOR PLC
+$413.3K
216,048
+38%
增持
SPYV
SPDR SER TR
+$408.2K
40,158
+39%
增持
BIIB
BIOGEN INC
+$393.3K
12,522
+26%
减持
OUNZ
VANECK MERK GOLD TR
-$389.4K
340,072
-2%
增持
FDIS
FIDELITY COVINGTON TRUST
+$374.7K
20,505
+42%
建仓
QYLG
GLOBAL X FDS
+$365.0K
13,798
减持
LLY
ELI LILLY & CO
-$320.9K
8,135
-19%
建仓
IP
INTERNATIONAL PAPER CO
+$319.0K
8,992
减持
NVDA
NVIDIA CORPORATION
-$315.2K
699
-52%
减持
NTAP
NETAPP INC
-$311.1K
16,395
-19%
清仓
SPTL
SPDR SER TR
-$308.4K
0
-100%
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$302.9K
10,248
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$295.0K
6,285
建仓
RYLD
GLOBAL X FDS
+$292.4K
17,139
增持
MUB
ISHARES TR
+$287.7K
13,205
+32%
建仓
BIL
SPDR SER TR
+$286.4K
3,119
建仓
EVRG
EVERGY INC
+$285.6K
5,633
清仓
DAL
DELTA AIR LINES INC DEL
-$282.8K
0
-100%
增持
NRG
NRG ENERGY INC
+$281.3K
43,001
+17%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$276.3K
25,236
减持
MSI
MOTOROLA SOLUTIONS INC
-$274.3K
7,614
-5%
增持
EMR
EMERSON ELEC CO
+$269.8K
4,986
+113%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$266.5K
11,432
清仓
GWW
GRAINGER W W INC
-$263.4K
0
-100%
增持
CTVA
CORTEVA INC
+$260.9K
51,211
+24%
建仓
SO
SOUTHERN CO
+$260.0K
4,017
增持
WMT
WALMART INC
+$257.7K
11,538
+14%
清仓
GEN
GEN DIGITAL INC
-$256.8K
0
-100%
建仓
VV
VANGUARD INDEX FDS
+$256.7K
1,312
增持
PCAR
PACCAR INC
+$256.5K
36,220
+7%
建仓
TROW
PRICE T ROWE GROUP INC
+$255.3K
2,435
增持
VZ
VERIZON COMMUNICATIONS INC
+$254.2K
26,688
+62%
增持
MRK
MERCK & CO INC
-$247.8K
40,328
+6%
增持
QQQ
INVESCO QQQ TR
+$246.0K
3,087
+33%
建仓
SJNK
SPDR SER TR
+$239.9K
9,809
建仓
DIV
GLOBAL X FDS
+$239.0K
14,759
减持
SWKS
SKYWORKS SOLUTIONS INC
-$235.9K
11,626
-7%
增持
PKG
PACKAGING CORP AMER
+$235.5K
4,325
+33%
增持
FHLC
FIDELITY COVINGTON TRUST
-$234.7K
106,483
+1%
清仓
CLX
CLOROX CO DEL
-$228.7K
0
-100%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$226.4K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$225.4K
2,997
减持
DLTR
DOLLAR TREE INC
-$223.9K
5,544
-2%
减持
META
META PLATFORMS INC
-$221.2K
2,456
-26%
增持
—
KELLANOVA
+$220.5K
12,869
+59%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$219.0K
3,232
清仓
HCA
HCA HEALTHCARE INC
-$218.8K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$218.2K
597
增持
TSN
TYSON FOODS INC
+$215.5K
12,465
+54%
建仓
RDIV
INVESCO EXCH TRADED FD TR II
+$215.1K
5,782
建仓
BBY
BEST BUY INC
+$213.2K
3,069
增持
CL
COLGATE PALMOLIVE CO
+$212.6K
12,243
+43%
建仓
STLD
STEEL DYNAMICS INC
+$206.4K
1,925
增持
CSCO
CISCO SYS INC
+$203.2K
71,355
+2%
建仓
—
INTERPUBLIC GROUP COS INC
+$201.0K
7,015
建仓
SPEM
SPDR INDEX SHS FDS
+$200.1K
5,960
增持
—
LYONDELLBASELL INDUSTRIES N
+$199.4K
15,701
+12%
减持
KLAC
KLA CORP
-$193.3K
2,689
-9%
减持
SPAB
SPDR SER TR
-$190.0K
62,807
-7%
增持
BITO
PROSHARES TR
+$189.5K
60,136
+59%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$181.2K
17,722
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$180.2K
6,522
-3%
增持
KMB
KIMBERLY-CLARK CORP
+$179.7K
5,825
+53%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$179.5K
23,228
+6%
增持
PFE
PFIZER INC
+$169.3K
115,039
+16%
减持
—
TE CONNECTIVITY LTD
-$166.5K
8,905
-1%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$163.6K
1,096
-27%
减持
IWM
ISHARES TR
-$163.3K
4,994
-11%
增持
UPS
UNITED PARCEL SERVICE INC
+$162.0K
3,369
+66%
清仓
T
AT&T INC
-$161.8K
0
-100%
减持
FSTA
FIDELITY COVINGTON TRUST
-$159.3K
27,781
-6%
增持
—
GARMIN LTD
+$157.7K
16,923
+9%
增持
OGN
ORGANON & CO
+$157.1K
41,200
+54%
减持
AXP
AMERICAN EXPRESS CO
-$156.7K
3,871
-8%
减持
CAT
CATERPILLAR INC
+$155.4K
5,887
-0%
增持
CMCSA
COMCAST CORP NEW
+$150.6K
16,819
+17%
增持
GILD
GILEAD SCIENCES INC
+$146.5K
56,565
+7%
增持
—
JUNIPER NETWORKS INC
-$145.5K
57,403
+3%
增持
ITW
ILLINOIS TOOL WKS INC
-$145.3K
8,348
+1%
增持
GLW
CORNING INC
-$142.9K
32,330
+0%
增持
MO
ALTRIA GROUP INC
+$138.3K
9,930
+61%
减持
DOW
DOW INC
-$135.7K
29,452
-5%
减持
HD
HOME DEPOT INC
-$128.6K
4,162
-7%
增持
DGX
QUEST DIAGNOSTICS INC
+$125.1K
4,698
+48%
减持
EFA
ISHARES TR
-$124.4K
11,865
-9%
增持
DVA
DAVITA INC
+$124.3K
6,012
+36%
减持
PG
PROCTER AND GAMBLE CO
-$123.4K
5,415
-10%
增持
LMT
LOCKHEED MARTIN CORP
+$123.1K
1,226
+49%
增持
PEP
PEPSICO INC
+$122.4K
6,722
+22%
减持
PM
PHILIP MORRIS INTL INC
-$118.4K
6,403
-12%
减持
DE
DEERE & CO
-$117.6K
3,105
-2%
增持
EXPD
EXPEDITORS INTL WASH INC
+$112.5K
3,346
+50%
减持
—
EATON CORP PLC
-$95.6K
8,102
-11%
增持
AMAT
APPLIED MATLS INC
+$95.2K
8,696
+13%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$83.6K
1,103
+24%
减持
SCHO
SCHWAB STRATEGIC TR
-$73.9K
47,249
-3%
增持
JPM
JPMORGAN CHASE & CO
+$72.6K
2,473
+26%
增持
NUE
NUCOR CORP
+$68.7K
1,743
+40%
减持
SPTI
SPDR SER TR
-$68.4K
39,418
-3%
减持
IMCV
ISHARES TR
-$67.5K
3,789
-19%
增持
TLH
ISHARES TR
-$66.6K
5,825
+1%
增持
VBR
VANGUARD INDEX FDS
+$65.9K
2,331
+26%
减持
KO
COCA COLA CO
-$64.4K
12,589
-1%
减持
—
EXXON MOBIL CORP
+$61.7K
6,904
-1%
