小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 24
增持 46
减持 52
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
CTVA
CORTEVA INC
-$3.7M
14,742
-81%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$2.5M
40,167
增持
SPDW
SPDR INDEX SHS FDS
+$2.4M
342,400
+27%
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
MSFT
MICROSOFT CORP
+$2.2M
17,859
+29%
减持
OTIS
OTIS WORLDWIDE CORP
-$2.1M
37,853
-35%
减持
BIIB
BIOGEN INC
-$2.1M
6,349
-62%
建仓
BOXX
EA SERIES TRUST
+$1.8M
16,877
增持
AAPL
APPLE INC
+$1.6M
27,454
+12%
建仓
—
PENTAIR PLC
+$1.6M
20,487
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.4M
15,288
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.4M
12,413
+17%
减持
ADI
ANALOG DEVICES INC
-$1.4M
3,148
-70%
清仓
QQQ
INVESCO QQQ TR
-$1.4M
0
-100%
增持
LLY
ELI LILLY & CO
+$1.1M
7,480
+2%
减持
PCAR
PACCAR INC
-$1.0M
35,218
-6%
增持
AMGN
AMGEN INC
+$1.0M
18,899
+10%
减持
FHLC
FIDELITY COVINGTON TRUST
-$1.0M
110,209
-10%
减持
VTIP
VANGUARD MALVERN FDS
-$962.4K
189,141
-11%
减持
CMI
CUMMINS INC
-$926.8K
8,542
-24%
增持
REGN
REGENERON PHARMACEUTICALS
+$881.1K
5,329
+9%
减持
IBIT
ISHARES BITCOIN TR
-$880.2K
90,637
-8%
减持
BND
VANGUARD BD INDEX FDS
-$774.2K
11,160
-49%
建仓
SCHX
SCHWAB STRATEGIC TR
+$675.1K
10,508
增持
DE
DEERE & CO
+$675.1K
6,320
+54%
减持
OUNZ
VANECK MERK GOLD TR
-$660.7K
279,915
-13%
减持
CE
CELANESE CORP DEL
-$624.1K
10,517
-12%
清仓
TRV
TRAVELERS COMPANIES INC
-$620.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$619.8K
98,353
+54%
增持
GOVT
ISHARES TR
+$578.4K
552,179
+6%
减持
DOW
DOW INC
-$570.4K
33,636
-17%
增持
VV
VANGUARD INDEX FDS
+$520.2K
4,031
+99%
增持
IVW
ISHARES TR
+$518.9K
11,529
+78%
减持
SPYM
SPDR SER TR
-$509.0K
43,279
-19%
增持
IAU
ISHARES GOLD TR
+$508.1K
116,166
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$502.2K
23,731
+26%
减持
ORCL
ORACLE CORP
+$479.7K
38,473
-2%
减持
VTI
VANGUARD INDEX FDS
-$477.7K
1,310
-59%
增持
ABBV
ABBVIE INC
+$466.9K
32,429
+16%
清仓
HNDL
STRATEGY SHS
-$466.6K
0
-100%
增持
HPQ
HP INC
+$465.7K
69,371
+7%
增持
PFE
PFIZER INC
+$459.5K
186,896
+9%
增持
MBB
ISHARES TR
+$459.2K
93,858
+6%
增持
DYNF
BLACKROCK ETF TRUST
+$458.1K
18,610
+99%
增持
—
AMCOR PLC
+$456.0K
282,145
+16%
减持
NTAP
NETAPP INC
+$443.9K
21,283
-3%
减持
IVV
ISHARES TR
-$441.8K
2,167
-30%
建仓
AAVM
EA SERIES TRUST
+$441.4K
17,784
建仓
ROMO
STRATEGY SHS
+$425.1K
14,198
减持
MRK
MERCK & CO INC
-$414.4K
47,577
-0%
清仓
TSN
TYSON FOODS INC
-$389.8K
0
-100%
清仓
INTC
INTEL CORP
-$386.6K
0
-100%
减持
GOOGL
ALPHABET INC
-$370.7K
5,023
-41%
建仓
VOO
VANGUARD INDEX FDS
+$369.6K
739
减持
EFV
ISHARES TR
-$352.2K
8,692
-42%
减持
FIDU
FIDELITY COVINGTON TRUST
-$349.3K
34,829
-10%
建仓
RSG
REPUBLIC SVCS INC
+$344.1K
1,771
增持
GLW
CORNING INC
+$342.2K
55,802
+1%
减持
META
META PLATFORMS INC
-$340.6K
1,077
-41%
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$338.1K
9,912
清仓
DRI
DARDEN RESTAURANTS INC
-$334.3K
0
-100%
清仓
NRG
NRG ENERGY INC
-$333.0K
0
-100%
增持
ON
ON SEMICONDUCTOR CORP
+$330.9K
31,320
+27%
建仓
VO
VANGUARD INDEX FDS
+$325.0K
1,343
增持
CPB
CAMPBELL SOUP CO
+$318.4K
130,717
+4%
清仓
ABT
ABBOTT LABS
-$311.3K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$309.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$308.1K
11,074
+844%
清仓
VXUS
VANGUARD STAR FDS
-$306.4K
0
-100%
清仓
OGN
ORGANON & CO
-$301.1K
0
-100%
增持
—
GARMIN LTD
+$296.2K
18,573
+1%
建仓
FOX
FOX CORP
+$293.4K
9,163
清仓
RTX
RTX CORPORATION
-$292.1K
0
-100%
清仓
FENY
FIDELITY COVINGTON TRUST
-$286.8K
0
-100%
减持
TFLO
ISHARES TR
-$283.0K
4,037
-58%
清仓
NUE
NUCOR CORP
-$267.6K
0
-100%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$266.8K
0
-100%
清仓
WY
WEYERHAEUSER CO MTN BE
-$264.9K
0
-100%
清仓
—
SPDR S&P 500 ETF TR
-$264.9K
0
-100%
建仓
IEF
ISHARES TR
+$260.9K
2,786
减持
TLT
ISHARES TR
-$258.7K
7,005
-26%
增持
MSI
MOTOROLA SOLUTIONS INC
+$258.1K
8,156
+0%
减持
SPYV
SPDR SER TR
-$257.1K
38,160
-10%
清仓
DIV
GLOBAL X FDS
-$256.7K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$251.6K
0
-100%
增持
—
NXP SEMICONDUCTORS N V
+$251.6K
7,552
+5%
清仓
STLD
STEEL DYNAMICS INC
-$250.4K
0
-100%
建仓
GOOG
ALPHABET INC
+$244.5K
1,333
建仓
BSX
BOSTON SCIENTIFIC CORP
+$241.6K
3,138
清仓
SPEM
SPDR INDEX SHS FDS
-$240.8K
0
-100%
建仓
—
EVEREST GROUP LTD
+$240.5K
631
清仓
ET
ENERGY TRANSFER L P
-$229.7K
0
-100%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$228.3K
6,525
减持
FLOT
ISHARES TR
-$225.6K
3,922
-53%
减持
MOAT
VANECK ETF TRUST
-$224.8K
24,660
-6%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$222.4K
0
-100%
增持
LQD
ISHARES TR
+$222.2K
98,827
+4%
增持
—
LYONDELLBASELL INDUSTRIES N
+$221.3K
20,448
+21%
建仓
QMOM
EA SERIES TRUST
+$221.1K
3,795
建仓
FICO
FAIR ISAAC CORP
+$220.1K
148
清仓
SYY
SYSCO CORP
-$219.5K
0
-100%
减持
AVGO
BROADCOM INC
+$219.5K
1,634
-10%
清仓
TGT
TARGET CORP
-$217.7K
0
-100%
建仓
GPC
GENUINE PARTS CO
+$217.3K
1,571
减持
JPM
JPMORGAN CHASE & CO.
-$213.9K
3,776
-23%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$208.7K
0
-100%
建仓
QVAL
EA SERIES TRUST
+$208.5K
4,864
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$207.9K
17,076
-17%
建仓
WEC
WEC ENERGY GROUP INC
+$205.6K
2,620
建仓
XLI
SELECT SECTOR SPDR TR
+$205.0K
1,682
减持
SPTS
SPDR SER TR
-$201.6K
36,976
-16%
建仓
VLO
VALERO ENERGY CORP
+$201.4K
1,285
增持
SPY
SPDR S&P 500 ETF TR
+$199.5K
5,568
+3%
减持
SPYG
SPDR SER TR
-$197.7K
9,566
-27%
减持
—
EATON CORP PLC
-$195.7K
7,363
-8%
减持
DIS
DISNEY WALT CO
-$191.0K
5,427
-9%
增持
CAT
CATERPILLAR INC
+$189.4K
7,998
+18%
清仓
RYLD
GLOBAL X FDS
-$172.8K
0
-100%
减持
PKG
PACKAGING CORP AMER
-$172.8K
2,375
-26%
增持
EFG
ISHARES TR
+$172.7K
8,292
+27%
减持
TXN
TEXAS INSTRS INC
-$159.9K
16,483
-15%
增持
BA
BOEING CO
+$157.4K
2,895
+51%
增持
SCHF
SCHWAB STRATEGIC TR
+$155.1K
11,498
+56%
增持
GILD
GILEAD SCIENCES INC
+$153.0K
77,394
+10%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$147.6K
22,427
-15%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$146.4K
102,355
-10%
增持
HD
HOME DEPOT INC
-$142.5K
3,716
+0%
增持
DFAE
DIMENSIONAL ETF TRUST
+$141.4K
15,618
+47%
增持
ITW
ILLINOIS TOOL WKS INC
-$140.5K
11,016
+7%
减持
FDIS
FIDELITY COVINGTON TRUST
-$136.8K
15,064
-8%
清仓
DNP
DNP SELECT INCOME FD INC
-$136.2K
0
-100%
增持
QUAL
ISHARES TR
+$135.2K
4,583
+16%
减持
—
ARISTA NETWORKS INC
-$129.2K
788
-44%
增持
LMT
LOCKHEED MARTIN CORP
+$126.3K
1,102
+29%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$125.1K
3,797
+38%
增持
SCHO
SCHWAB STRATEGIC TR
+$122.0K
46,941
+6%
减持
AMZN
AMAZON COM INC
-$117.7K
3,570
-20%
减持
UPS
UNITED PARCEL SERVICE INC
-$115.2K
1,892
-25%
减持
—
LAM RESEARCH CORP
+$112.6K
1,488
-2%
增持
HSY
HERSHEY CO
+$112.3K
2,064
+50%
减持
—
JUNIPER NETWORKS INC
-$111.8K
63,590
-3%
减持
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$111.6K
29,619
-21%
增持
DLTR
DOLLAR TREE INC
-$99.4K
5,379
+6%
减持
TSLA
TESLA INC
+$95.5K
4,555
-1%
增持
EMXC
ISHARES INC
+$92.6K
7,046
+25%
减持
CMCSA
COMCAST CORP NEW
-$85.0K
18,243
-1%
增持
IUSB
ISHARES TR
+$83.8K
19,556
+11%
减持
QYLD
GLOBAL X FDS
-$83.4K
24,653
-15%
减持
IWM
ISHARES TR
-$83.0K
4,299
-5%
减持
DVA
DAVITA INC
-$82.2K
4,189
-13%
减持
VBR
VANGUARD INDEX FDS
-$82.0K
1,345
-21%
