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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 39
增持 78
减持 23
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$4.2M
268,587
+68%
建仓
IBIT
ISHARES BITCOIN TR
+$4.0M
98,211
增持
GOVT
ISHARES TR
+$2.7M
521,925
+32%
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
MOAT
VANECK ETF TRUST
+$2.4M
26,258
增持
MBB
ISHARES TR
+$2.2M
88,270
+39%
增持
LQD
ISHARES TR
+$2.1M
95,154
+28%
减持
GOOGL
ALPHABET INC
-$2.0M
8,518
-64%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.8M
168,673
+28%
增持
CTVA
CORTEVA INC
+$1.7M
78,290
+36%
增持
LLY
ELI LILLY & CO
+$1.6M
7,301
+5%
建仓
IVV
ISHARES TR
+$1.6M
3,096
增持
MRK
MERCK & CO INC
+$1.6M
47,779
+11%
清仓
BITO
PROSHARES TR
-$1.5M
0
-100%
增持
IAU
ISHARES GOLD TR
+$1.4M
109,381
+32%
增持
ORCL
ORACLE CORP
+$1.3M
39,430
+15%
增持
MSFT
MICROSOFT CORP
+$1.3M
13,833
+15%
建仓
JBL
JABIL INC
+$1.3M
9,564
增持
CMI
CUMMINS INC
+$1.2M
11,173
+30%
增持
PCAR
PACCAR INC
+$1.2M
37,582
+7%
增持
MUB
ISHARES TR
+$1.2M
26,609
+74%
增持
ABBV
ABBVIE INC
+$1.1M
27,981
+9%
增持
OTIS
OTIS WORLDWIDE CORP
+$1.1M
57,894
+11%
增持
TXN
TEXAS INSTRS INC
+$1.0M
19,323
+41%
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.0M
52,386
+5%
增持
PFE
PFIZER INC
+$996.2K
171,888
+31%
增持
REGN
REGENERON PHARMACEUTICALS
+$930.7K
4,904
+14%
增持
ON
ON SEMICONDUCTOR CORP
+$835.2K
24,691
+110%
增持
FHLC
FIDELITY COVINGTON TRUST
+$821.8K
122,745
+3%
建仓
EFV
ISHARES TR
+$813.2K
14,948
建仓
IUSB
ISHARES TR
+$800.6K
17,560
增持
JNJ
JOHNSON & JOHNSON
+$785.4K
40,775
+13%
减持
TSLA
TESLA INC
-$774.3K
4,584
-28%
增持
PEP
PEPSICO INC
+$764.4K
10,451
+67%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$726.4K
10,597
+16%
增持
CAT
CATERPILLAR INC
+$696.5K
6,753
+12%
建仓
EFG
ISHARES TR
+$675.6K
6,509
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$659.5K
63,891
+17%
增持
—
EATON CORP PLC
+$657.1K
8,009
+4%
建仓
QUAL
ISHARES TR
+$647.4K
3,939
增持
—
GARMIN LTD
+$638.2K
18,337
+13%
增持
CPB
CAMPBELL SOUP CO
+$619.9K
125,729
+9%
增持
MSI
MOTOROLA SOLUTIONS INC
+$605.9K
8,143
+12%
增持
NTAP
NETAPP INC
+$603.7K
21,886
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$588.5K
18,863
+2%
增持
JPM
JPMORGAN CHASE & CO
+$565.0K
4,881
+101%
增持
VTI
VANGUARD INDEX FDS
+$558.8K
3,186
+181%
增持
AMGN
AMGEN INC
+$551.1K
17,152
+14%
建仓
IVW
ISHARES TR
+$548.0K
6,490
增持
AMAT
APPLIED MATLS INC
+$526.3K
9,119
+9%
增持
VTIP
VANGUARD MALVERN FDS
+$524.6K
211,805
+5%
增持
EBAY
EBAY INC.
+$512.1K
36,488
+13%
增持
NVDA
NVIDIA CORPORATION
+$511.8K
1,173
+6%
建仓
TFLO
ISHARES TR
+$487.5K
9,617
增持
QCOM
QUALCOMM INC
+$487.0K
13,755
+8%
建仓
HNDL
STRATEGY SHS
+$466.6K
22,000
减持
SPYM
SPDR SER TR
-$448.7K
53,288
-20%
增持
BND
VANGUARD BD INDEX FDS
+$439.5K
21,731
+40%
建仓
FLOT
ISHARES TR
+$426.0K
8,343
增持
DOW
DOW INC
+$423.3K
40,648
+15%
增持
—
LAM RESEARCH CORP
+$422.3K
1,515
+13%
增持
FIDU
FIDELITY COVINGTON TRUST
+$420.9K
38,727
+8%
建仓
DYNF
BLACKROCK ETF TRUST
+$415.5K
9,358
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$392.9K
11,416
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$391.7K
113,955
+19%
清仓
—
WISDOMTREE TR
-$390.7K
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$388.4K
16,954
-14%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$383.8K
0
-100%
增持
CSCO
CISCO SYS INC
+$379.7K
76,222
+12%
建仓
IYW
ISHARES TR
+$376.3K
2,786
增持
ITW
ILLINOIS TOOL WKS INC
+$374.4K
10,252
+13%
建仓
IVE
ISHARES TR
+$371.9K
1,991
建仓
ABNB
AIRBNB INC
+$357.1K
2,165
减持
AGG
ISHARES TR
-$356.9K
12,153
-22%
建仓
—
LINDE PLC
+$354.2K
763
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$354.0K
20,633
-22%
增持
TLT
ISHARES TR
+$347.8K
9,529
+70%
建仓
NOBL
PROSHARES TR
+$336.7K
3,320
建仓
DRI
DARDEN RESTAURANTS INC
+$334.3K
2,000
建仓
XLV
SELECT SECTOR SPDR TR
+$331.2K
2,242
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$327.0K
8,976
建仓
EMXC
ISHARES INC
+$324.5K
5,637
增持
—
AMCOR PLC
+$323.5K
242,207
+18%
增持
KLAC
KLA CORP
+$319.6K
2,725
+0%
增持
GLW
CORNING INC
+$317.2K
55,390
+12%
增持
DE
DEERE & CO
+$309.6K
4,106
+19%
建仓
VXUS
VANGUARD STAR FDS
+$306.4K
5,081
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$304.7K
6,480
减持
SPTS
SPDR SER TR
-$299.7K
43,884
-19%
增持
—
NXP SEMICONDUCTORS N V
+$294.9K
7,186
+11%
建仓
RUNN
STRATEGIC TRUST
+$290.0K
9,303
减持
—
JUNIPER NETWORKS INC
+$285.5K
65,578
-10%
增持
CE
CELANESE CORP DEL
+$284.2K
11,886
+5%
建仓
BAMV
NORTHERN LTS FD TR IV
+$283.9K
9,377
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$281.4K
1,552
+49%
建仓
BAMG
NORTHERN LTS FD TR IV
+$280.7K
9,327
增持
FDIS
FIDELITY COVINGTON TRUST
+$278.3K
16,453
+20%
建仓
BAMD
NORTHERN LTS FD TR IV
+$273.9K
9,505
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$272.1K
4,307
建仓
—
SPDR S&P 500 ETF TR
+$264.9K
359
建仓
DFAE
DIMENSIONAL ETF TRUST
+$262.6K
10,623
减持
OUNZ
VANECK MERK GOLD TR
+$258.9K
323,445
-3%
增持
AAPL
APPLE INC
-$255.5K
24,482
+6%
增持
—
LYONDELLBASELL INDUSTRIES N
+$255.1K
16,961
+9%
建仓
SBUX
STARBUCKS CORP
+$251.6K
2,753
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$249.8K
2,424
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$242.5K
26,476
+2%
增持
GILD
GILEAD SCIENCES INC
+$241.6K
70,403
+16%
清仓
VOT
VANGUARD INDEX FDS
-$240.0K
0
-100%
增持
—
TE CONNECTIVITY LTD
+$239.0K
13,047
+11%
增持
—
EXXON MOBIL CORP
+$238.4K
8,066
+15%
增持
DIS
DISNEY WALT CO
+$237.5K
5,965
+9%
减持
TLH
ISHARES TR
-$235.3K
2,208
-49%
清仓
MRNA
MODERNA INC
-$233.8K
0
-100%
建仓
ET
ENERGY TRANSFER L P
+$229.7K
14,600
清仓
IMCV
ISHARES TR
-$225.0K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$223.5K
0
-100%
增持
CME
CME GROUP INC
+$221.2K
2,347
+74%
建仓
TGT
TARGET CORP
+$217.7K
1,229
建仓
MU
MICRON TECHNOLOGY INC
+$216.8K
1,839
清仓
RHI
ROBERT HALF INC.
-$212.1K
0
-100%
增持
KO
COCA COLA CO
+$211.8K
14,458
+27%
清仓
BBY
BEST BUY INC
-$206.5K
0
-100%
建仓
IUS
INVESCO EXCH TRD SLF IDX FD
+$203.2K
4,281
建仓
DAL
DELTA AIR LINES INC DEL
+$201.2K
4,203
减持
AVGO
BROADCOM INC
+$199.9K
1,814
-8%
增持
HPQ
HP INC
+$197.4K
64,979
+11%
减持
META
META PLATFORMS INC
+$180.5K
1,819
-8%
减持
SPY
SPDR S&P 500 ETF TR
+$176.7K
5,412
-3%
增持
VV
VANGUARD INDEX FDS
+$175.5K
2,027
+42%
增持
QQQ
INVESCO QQQ TR
+$160.2K
3,042
+5%
减持
SPYG
SPDR SER TR
-$157.3K
13,181
-24%
减持
OGN
ORGANON & CO
-$151.0K
16,019
-49%
增持
ADI
ANALOG DEVICES INC
+$146.6K
10,627
+8%
增持
FCOM
FIDELITY COVINGTON TRUST
+$144.1K
25,892
+1%
减持
BA
BOEING CO
-$142.8K
1,914
-3%
减持
SHY
ISHARES TR
-$141.5K
7,050
-19%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$140.5K
5,193
-36%
增持
TRV
TRAVELERS COMPANIES INC
+$140.1K
2,694
+7%
增持
EFA
ISHARES TR
+$137.0K
8,665
+18%
增持
XLE
SELECT SECTOR SPDR TR
+$134.5K
11,794
+1%
减持
INTC
INTEL CORP
-$130.3K
8,753
-15%
增持
IWM
ISHARES TR
+$126.0K
4,542
+10%
增持
ELV
ELEVANCE HEALTH INC
+$120.1K
1,080
+16%
清仓
WBD
WARNER BROS DISCOVERY INC
-$118.1K
0
-100%
减持
XYLD
GLOBAL X FDS
-$116.4K
11,507
-23%
减持
RYLD
GLOBAL X FDS
-$114.1K
10,221
-40%
增持
FSTA
FIDELITY COVINGTON TRUST
+$111.4K
27,885
+2%
减持
AXP
AMERICAN EXPRESS CO
+$110.5K
3,347
-4%
增持
V
VISA INC
+$107.3K
1,252
+35%
减持
AMZN
AMAZON COM INC
+$103.2K
4,477
-3%
