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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 25
增持 66
减持 48
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$2.2M
4,636
-80%
增持
LQD
ISHARES TR
+$1.7M
74,468
+17%
增持
SPDW
SPDR INDEX SHS FDS
+$1.7M
159,548
+33%
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。
增持
VTIP
VANGUARD MALVERN FDS
+$1.5M
202,542
+18%
减持
MRNA
MODERNA INC
-$1.5M
2,351
-86%
增持
SPYM
SPDR SER TR
+$1.3M
66,681
+41%
增持
FHLC
FIDELITY COVINGTON TRUST
+$1.3M
119,680
+12%
减持
NRG
NRG ENERGY INC
-$1.3M
7,429
-83%
增持
GOVT
ISHARES TR
+$1.3M
396,831
+11%
增持
CE
CELANESE CORP DEL
+$1.3M
11,319
+184%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.1M
49,667
+2%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$1.1M
19,790
+70%
建仓
—
LAM RESEARCH CORP
+$1.0M
1,340
建仓
ON
ON SEMICONDUCTOR CORP
+$980.8K
11,742
增持
MSFT
MICROSOFT CORP
+$957.3K
11,992
+7%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$919.2K
131,796
+13%
增持
IAU
ISHARES GOLD TR
+$882.3K
82,679
+23%
增持
MBB
ISHARES TR
+$812.7K
63,435
+9%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$795.1K
9,101
+9%
增持
GOOGL
ALPHABET INC
+$792.4K
23,534
+23%
清仓
—
SPDR S&P 500 ETF TR
-$772.9K
0
-100%
增持
ADI
ANALOG DEVICES INC
+$768.4K
9,847
+45%
增持
OTIS
OTIS WORLDWIDE CORP
+$768.2K
51,952
+8%
减持
AAPL
APPLE INC
-$718.4K
23,132
-23%
增持
BITO
PROSHARES TR
+$705.2K
74,945
+25%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$689.2K
26,017
+12%
增持
GILD
GILEAD SCIENCES INC
+$676.4K
60,676
+7%
减持
FUTY
FIDELITY COVINGTON TRUST
-$665.1K
5,686
-76%
增持
AVGO
BROADCOM INC
+$613.3K
1,975
+3%
减持
OUNZ
VANECK MERK GOLD TR
+$604.8K
335,107
-1%
增持
CPB
CAMPBELL SOUP CO
+$557.2K
114,937
+7%
增持
—
TE CONNECTIVITY LTD
+$555.9K
11,786
+32%
增持
MRK
MERCK & CO INC
+$555.2K
43,175
+7%
建仓
TLT
ISHARES TR
+$553.8K
5,601
增持
—
JUNIPER NETWORKS INC
+$549.6K
72,755
+27%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$527.1K
18,426
+4%
增持
GLW
CORNING INC
+$523.4K
49,540
+53%
增持
SPYV
SPDR SER TR
+$497.9K
46,211
+15%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$489.6K
26,610
+44%
增持
JNJ
JOHNSON & JOHNSON
+$487.6K
36,141
+9%
增持
SPYG
SPDR SER TR
+$469.9K
17,238
+57%
增持
ITW
ILLINOIS TOOL WKS INC
+$453.9K
9,072
+9%
增持
NTAP
NETAPP INC
+$449.6K
19,212
+17%
增持
HPQ
HP INC
+$435.9K
58,700
+13%
减持
QCOM
QUALCOMM INC
+$426.0K
12,734
-0%
增持
DOW
DOW INC
+$412.9K
35,220
+20%
减持
CSCO
CISCO SYS INC
-$411.5K
67,785
-5%
建仓
—
WISDOMTREE TR
+$390.7K
7,943
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$389.9K
3,977
建仓
FMB
FIRST TR EXCH TRADED FD III
+$388.2K
7,514
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$383.5K
8,119
建仓
PXF
INVESCO EXCH TRADED FD TR II
+$383.3K
8,088
增持
BIIB
BIOGEN INC
+$368.8K
13,862
+11%
增持
BND
VANGUARD BD INDEX FDS
+$362.5K
15,483
+39%
减持
PCAR
PACCAR INC
+$354.1K
35,161
-3%
减持
FDIS
FIDELITY COVINGTON TRUST
-$353.8K
13,665
-33%
增持
AGG
ISHARES TR
+$353.3K
15,589
+23%
增持
KLAC
KLA CORP
+$350.4K
2,724
+1%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$345.1K
6,382
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$343.1K
9,096
增持
SPTS
SPDR SER TR
+$332.5K
54,004
+25%
减持
LLY
ELI LILLY & CO
-$323.9K
6,940
-15%
增持
—
NXP SEMICONDUCTORS N V
+$322.3K
6,469
+11%
建仓
TOTL
SSGA ACTIVE ETF TR
+$321.9K
7,997
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$313.3K
95,920
+27%
减持
—
GARMIN LTD
+$311.3K
16,272
-4%
增持
MUB
ISHARES TR
+$306.0K
15,313
+16%
建仓
VUG
VANGUARD INDEX FDS
+$303.1K
975
清仓
GSEP
FIRST TR EXCHNG TRADED FD VI
-$302.9K
0
-100%
增持
CMI
CUMMINS INC
+$293.6K
8,624
+11%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$287.2K
0
-100%
增持
TSLA
TESLA INC
+$286.7K
6,359
+23%
清仓
EVRG
EVERGY INC
-$285.6K
0
-100%
减持
WMT
WALMART INC
-$281.3K
9,920
-14%
增持
FIDU
FIDELITY COVINGTON TRUST
+$280.7K
36,014
+1%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$269.2K
11,379
减持
—
KELLANOVA
-$263.3K
8,988
-30%
减持
OGN
ORGANON & CO
-$263.1K
31,353
-24%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$263.1K
8,694
减持
EFA
ISHARES TR
-$262.8K
7,365
-38%
建仓
SCHF
SCHWAB STRATEGIC TR
+$259.8K
7,028
建仓
FMHI
FIRST TR EXCH TRADED FD III
+$259.1K
5,435
清仓
TROW
PRICE T ROWE GROUP INC
-$255.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$244.2K
1,107
+58%
减持
KMB
KIMBERLY-CLARK CORP
-$244.1K
3,784
-35%
建仓
FELV
FIDELITY COVINGTON TRUST
+$242.8K
9,044
建仓
VOT
VANGUARD INDEX FDS
+$240.0K
1,093
减持
CME
CME GROUP INC
-$227.7K
1,349
-47%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$225.4K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$224.2K
0
-100%
增持
ABBV
ABBVIE INC
+$223.8K
25,713
+2%
建仓
VOE
VANGUARD INDEX FDS
+$223.5K
1,541
增持
TXN
TEXAS INSTRS INC
+$222.1K
13,695
+3%
清仓
SPGI
S&P GLOBAL INC
-$218.2K
0
-100%
建仓
FENY
FIDELITY COVINGTON TRUST
+$218.0K
9,460
建仓
RHI
ROBERT HALF INC.
+$212.1K
2,412
减持
MSI
MOTOROLA SOLUTIONS INC
+$211.9K
7,297
-4%
清仓
PANW
PALO ALTO NETWORKS INC
-$211.0K
0
-100%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$210.6K
6,566
清仓
DUHP
DIMENSIONAL ETF TRUST
-$207.2K
0
-100%
增持
DE
DEERE & CO
+$205.2K
3,443
+11%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$204.4K
2,366
清仓
—
INTERPUBLIC GROUP COS INC
-$201.0K
0
-100%
建仓
SYY
SYSCO CORP
+$200.6K
2,743
减持
TSN
TYSON FOODS INC
-$194.1K
8,098
-35%
增持
DFAC
DIMENSIONAL ETF TRUST
+$187.9K
48,922
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$176.6K
2,217
-34%
增持
CAT
CATERPILLAR INC
+$171.1K
6,014
+2%
增持
SHY
ISHARES TR
+$170.4K
8,752
+29%
减持
PM
PHILIP MORRIS INTL INC
-$167.6K
4,520
-29%
减持
MO
ALTRIA GROUP INC
-$152.0K
6,584
-34%
减持
AMAT
APPLIED MATLS INC
+$150.4K
8,357
-4%
增持
CTVA
CORTEVA INC
+$147.5K
57,752
+13%
减持
HSY
HERSHEY CO
-$147.3K
1,642
-28%
减持
AMGN
AMGEN INC
+$143.1K
15,018
-3%
减持
SPAB
SPDR SER TR
-$142.4K
54,067
-14%
减持
SPY
SPDR S&P 500 ETF TR
-$133.9K
5,584
-14%
减持
DLTR
DOLLAR TREE INC
+$131.7K
5,082
-8%
建仓
DNP
DNP SELECT INCOME FD INC
+$127.4K
15,019
减持
LMT
LOCKHEED MARTIN CORP
-$120.1K
842
-31%
减持
—
EATON CORP PLC
+$119.3K
7,671
-5%
减持
SPTI
SPDR SER TR
-$117.8K
33,872
-14%
增持
—
EXXON MOBIL CORP
-$112.6K
6,993
+1%
减持
BA
BOEING CO
+$112.1K
1,965
-6%
增持
SPEM
SPDR INDEX SHS FDS
+$110.9K
8,783
+47%
减持
TLH
ISHARES TR
-$106.3K
4,316
-26%
增持
COST
COSTCO WHSL CORP NEW
+$99.9K
1,026
+0%
增持
BIL
SPDR SER TR
+$99.3K
4,220
+35%
减持
HD
HOME DEPOT INC
+$97.3K
3,910
-6%
减持
XLE
SELECT SECTOR SPDR TR
-$95.3K
11,677
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$94.9K
54,674
+17%
增持
EBAY
EBAY INC.
+$93.1K
32,411
+8%
减持
SPSB
SPDR SER TR
-$91.8K
18,253
-16%
减持
QQQ
INVESCO QQQ TR
+$84.5K
2,907
-6%
减持
SCHO
SCHWAB STRATEGIC TR
-$80.2K
45,047
-5%
减持
INTC
INTEL CORP
+$80.1K
10,286
-16%
增持
RTX
RTX CORPORATION
+$78.7K
4,552
+8%
增持
TRV
TRAVELERS COMPANIES INC
+$76.7K
2,519
+2%
减持
EEM
ISHARES TR
-$75.4K
7,559
-24%
减持
FCOM
FIDELITY COVINGTON TRUST
+$74.5K
25,572
-5%
减持
PEP
PEPSICO INC
-$74.4K
6,269
-7%
减持
AXP
AMERICAN EXPRESS CO
+$74.1K
3,478
-10%
减持
REGN
REGENERON PHARMACEUTICALS
+$72.7K
4,314
-4%
增持
SPSM
SPDR SER TR
+$70.1K
9,226
+7%
增持
VBR
VANGUARD INDEX FDS
+$58.4K
2,390
+3%
减持
JPM
JPMORGAN CHASE & CO
+$54.0K
2,426
-2%
增持
VV
VANGUARD INDEX FDS
+$53.8K
1,423
+8%
减持
IWM
ISHARES TR
-$53.5K
4,131
-17%
减持
IP
INTERNATIONAL PAPER CO
-$53.5K
7,343
-18%
增持
ADBE
ADOBE INC
+$51.7K
543
+2%
