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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 56
增持 71
减持 16
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$8.1M
536,458
+57%
增持
SPAB
SPDR SER TR
+$5.2M
249,579
+381%
增持
GOVT
ISHARES TR
+$4.8M
737,514
+34%
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
SCHX
SCHWAB STRATEGIC TR
+$4.6M
77,913
+641%
增持
—
EVEREST GROUP LTD
+$4.6M
12,265
+1844%
增持
RSG
REPUBLIC SVCS INC
+$4.0M
21,469
+1112%
增持
LQD
ISHARES TR
+$3.9M
127,956
+29%
增持
MBB
ISHARES TR
+$3.7M
128,073
+36%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.6M
238,554
+39%
增持
IVV
ISHARES TR
+$3.5M
8,087
+273%
建仓
GDDY
GODADDY INC
+$3.5M
22,138
建仓
SGOL
ETFS GOLD TR
+$3.4M
134,756
建仓
QQQ
INVESCO QQQ TR
+$3.3M
6,713
建仓
IYR
ISHARES TR
+$3.0M
29,265
增持
IEF
ISHARES TR
+$3.0M
32,782
+1077%
增持
SPYM
SPDR SER TR
+$2.9M
83,745
+94%
增持
AAVM
EA SERIES TRUST
+$2.8M
123,162
+593%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.6M
30,244
+27%
增持
ROMO
STRATEGY SHS
+$2.5M
94,034
+562%
建仓
—
TE CONNECTIVITY PLC
+$2.4M
16,032
增持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
64,784
+463%
增持
IAU
ISHARES GOLD TR
+$2.1M
145,452
+25%
建仓
SPEM
SPDR INDEX SHS FDS
+$2.0M
48,155
清仓
—
TE CONNECTIVITY LTD
-$1.9M
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$1.9M
224,688
+19%
建仓
VTV
VANGUARD INDEX FDS
+$1.8M
10,163
增持
QMOM
EA SERIES TRUST
+$1.7M
30,352
+700%
减持
ON
ON SEMICONDUCTOR CORP
-$1.7M
6,093
-81%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
25,211
+128%
增持
QVAL
EA SERIES TRUST
+$1.7M
40,552
+734%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.6M
110,083
+12%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$1.6M
118,884
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.6M
6,621
-70%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$1.4M
4,546
-74%
增持
BOXX
EA SERIES TRUST
+$1.4M
29,465
+75%
增持
—
AMCOR PLC
+$1.4M
364,999
+29%
增持
SPYG
SPDR SER TR
+$1.4M
25,818
+170%
建仓
IMOM
EA SERIES TRUST
+$1.3M
46,428
增持
SPSB
SPDR SER TR
+$1.2M
56,464
+229%
增持
FHLC
FIDELITY COVINGTON TRUST
+$1.2M
119,897
+9%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$1.2M
18,143
增持
CSCO
CISCO SYS INC
+$1.2M
92,946
+17%
减持
GILD
GILEAD SCIENCES INC
+$1.2M
77,119
-0%
建仓
FMAT
FIDELITY COVINGTON TRUST
+$1.2M
21,291
增持
ABBV
ABBVIE INC
+$1.1M
33,698
+4%
建仓
IVAL
EA SERIES TRUST
+$1.1M
41,306
建仓
EYLD
CAMBRIA ETF TR
+$1.0M
30,222
减持
ORCL
ORACLE CORP
+$1.0M
37,869
-2%
建仓
VUG
VANGUARD INDEX FDS
+$998.2K
2,600
增持
MUB
ISHARES TR
+$981.7K
35,533
+32%
增持
AVGO
BROADCOM INC
+$969.2K
20,828
+1175%
增持
MSI
MOTOROLA SOLUTIONS INC
+$962.5K
9,143
+12%
增持
SPTM
SPDR SER TR
+$957.4K
18,527
+261%
增持
OTIS
OTIS WORLDWIDE CORP
+$930.1K
44,005
+16%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$929.9K
111,383
+23%
增持
ITW
ILLINOIS TOOL WKS INC
+$926.0K
13,494
+22%
增持
CPB
CAMPBELL SOUP CO
+$918.7K
139,529
+7%
建仓
IJH
ISHARES TR
+$910.2K
14,605
建仓
SPHY
SPDR SER TR
+$802.1K
33,351
增持
TLT
ISHARES TR
+$789.3K
14,600
+108%
增持
IWM
ISHARES TR
+$781.3K
7,486
+74%
增持
CMI
CUMMINS INC
+$760.5K
9,654
+13%
增持
—
EATON CORP PLC
+$679.8K
9,016
+22%
增持
JBL
JABIL INC
+$661.9K
15,597
+41%
建仓
VB
VANGUARD INDEX FDS
+$649.1K
2,736
减持
OUNZ
VANECK MERK GOLD ETF
+$645.1K
273,021
-2%
增持
—
LYONDELLBASELL INDUSTRIES N
+$622.2K
26,884
+31%
增持
GLW
CORNING INC
+$599.7K
61,298
+10%
减持
MSFT
MICROSOFT CORP
-$584.2K
17,193
-4%
增持
AGG
ISHARES TR
+$574.8K
16,735
+45%
增持
CAT
CATERPILLAR INC
+$566.6K
8,260
+3%
建仓
GMOM
CAMBRIA ETF TR
+$561.9K
18,982
减持
BIIB
BIOGEN INC
-$546.4K
4,775
-25%
建仓
EBND
SPDR SER TR
+$544.4K
25,596
减持
JNJ
JOHNSON & JOHNSON
+$541.8K
42,897
-2%
建仓
TRV
TRAVELERS COMPANIES INC
+$534.5K
2,283
增持
—
GARMIN LTD
+$514.2K
20,111
+8%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$500.2K
10,595
增持
FDIS
FIDELITY COVINGTON TRUST
+$493.4K
19,377
+29%
建仓
VTEB
VANGUARD MUN BD FDS
+$491.0K
9,605
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$486.4K
5,808
增持
PCAR
PACCAR INC
+$485.3K
41,657
+18%
增持
EFV
ISHARES TR
+$477.3K
16,311
+88%
增持
SPSM
SPDR SER TR
+$474.2K
17,622
+123%
建仓
TIPX
SPDR SER TR
+$474.1K
25,020
建仓
MPWR
MONOLITHIC PWR SYS INC
+$468.7K
507
建仓
GLD
SPDR GOLD TR
+$459.5K
1,891
建仓
SHM
SPDR SER TR
+$451.7K
9,384
增持
EBAY
EBAY INC.
+$448.4K
35,946
+2%
增持
DOW
DOW INC
+$439.1K
40,701
+21%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$434.7K
14,543
增持
PFE
PFIZER INC
+$426.7K
195,440
+5%
建仓
SPTL
SPDR SER TR
+$426.5K
14,673
减持
LLY
ELI LILLY & CO
-$412.4K
7,179
-4%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$401.4K
6,643
建仓
IAGG
ISHARES TR
+$398.9K
7,697
增持
SPMD
SPDR SER TR
+$393.6K
20,351
+45%
增持
CE
CELANESE CORP DEL
+$390.0K
13,303
+26%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$389.8K
4,908
建仓
GWX
SPDR INDEX SHS FDS
+$378.7K
11,096
减持
CARR
CARRIER GLOBAL CORPORATION
-$372.9K
26,846
-33%
增持
VV
VANGUARD INDEX FDS
+$369.6K
5,226
+30%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$365.7K
5,143
增持
HD
HOME DEPOT INC
+$361.5K
4,049
+9%
建仓
RTX
RTX CORPORATION
+$358.4K
2,958
增持
META
META PLATFORMS INC
+$357.0K
1,572
+46%
建仓
WAB
WABTEC
+$354.4K
1,950
建仓
OKE
ONEOK INC NEW
+$352.7K
3,870
增持
AMZN
AMAZON COM INC
+$350.8K
5,585
+56%
建仓
COM
DIREXION SHS ETF TR
+$349.2K
12,150
增持
TSLA
TESLA INC
+$346.1K
4,768
+5%
建仓
UNP
UNION PAC CORP
+$342.9K
1,391
建仓
RWO
SPDR INDEX SHS FDS
+$337.7K
7,106
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$337.7K
7,058
清仓
ABNB
AIRBNB INC
-$335.9K
0
-100%
增持
—
JUNIPER NETWORKS INC
+$335.1K
68,076
+7%
减持
—
PENTAIR PLC
+$333.8K
19,476
-5%
建仓
SCHA
SCHWAB STRATEGIC TR
+$328.2K
6,373
建仓
IGSB
ISHARES TR
+$325.5K
6,181
建仓
EWJ
ISHARES INC
+$324.4K
4,534
增持
GOOGL
ALPHABET INC
+$324.1K
7,471
+49%
增持
MRK
MERCK & CO INC
+$320.9K
54,693
+15%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$314.5K
5,955
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$306.8K
9,185
-39%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$305.8K
11,853
-5%
建仓
SRLN
SSGA ACTIVE ETF TR
+$298.6K
7,150
增持
SCHO
SCHWAB STRATEGIC TR
+$293.6K
52,120
+11%
建仓
KR
KROGER CO
+$287.3K
5,014
建仓
EVRG
EVERGY INC
+$287.1K
4,629
建仓
USHY
ISHARES TR
+$279.7K
7,430
减持
AAPL
APPLE INC
+$279.0K
26,014
-5%
增持
V
VISA INC
+$278.9K
2,138
+82%
建仓
SCHH
SCHWAB STRATEGIC TR
+$277.9K
11,994
建仓
SCHC
SCHWAB STRATEGIC TR
+$273.1K
7,088
减持
ADI
ANALOG DEVICES INC
-$270.0K
1,949
-38%
增持
SPY
SPDR S&P 500 ETF TR
+$266.9K
5,747
+3%
建仓
XLK
SELECT SECTOR SPDR TR
+$264.8K
1,173
建仓
EMHC
SPDR SER TR
+$263.2K
10,483
建仓
TER
TERADYNE INC
+$259.8K
1,940
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$258.2K
20,638
+35%
建仓
GE
GE AEROSPACE
+$258.0K
1,368
清仓
BAMG
NORTHERN LTS FD TR IV
-$257.6K
0
-100%
建仓
FENY
FIDELITY COVINGTON TRUST
+$254.4K
10,567
清仓
RUNN
STRATEGIC TRUST
-$254.2K
0
-100%
增持
IUSB
ISHARES TR
+$253.4K
24,145
+23%
增持
FCOM
FIDELITY COVINGTON TRUST
+$249.9K
26,803
+14%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$245.4K
0
-100%
清仓
BAMD
NORTHERN LTS FD TR IV
-$244.4K
0
-100%
清仓
BAMV
NORTHERN LTS FD TR IV
-$242.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$238.9K
1,446
+21%
