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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 31
增持 67
减持 32
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
FHLC
FIDELITY COVINGTON TRUST
+$5.3M
214,778
+79%
减持
FTEC
FIDELITY COVINGTON TRUST
-$4.9M
17,954
-62%
增持
SO
SOUTHERN CO
+$4.8M
64,326
+1058%
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。
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$4.4M
23,369
-79%
增持
SPDW
SPDR INDEX SHS FDS
+$4.1M
710,638
+32%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$4.0M
3,684
-69%
建仓
VTRS
VIATRIS INC
+$3.3M
266,052
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$3.3M
137,678
+24%
增持
IWM
ISHARES TR
+$2.4M
18,366
+145%
建仓
DELL
DELL TECHNOLOGIES INC
+$2.3M
19,850
增持
QQQ
INVESCO QQQ TR
+$2.1M
10,587
+58%
增持
WAB
WABTEC
+$2.1M
13,014
+567%
增持
RSG
REPUBLIC SVCS INC
+$1.9M
31,010
+44%
减持
—
TE CONNECTIVITY PLC
-$1.8M
4,036
-75%
建仓
LRCX
LAM RESEARCH CORP
+$1.8M
24,407
减持
ORCL
ORACLE CORP
-$1.7M
28,674
-24%
增持
GOVT
ISHARES TR
+$1.6M
821,816
+11%
增持
IYR
ISHARES TR
+$1.6M
48,893
+67%
清仓
—
LAM RESEARCH CORP
-$1.5M
0
-100%
增持
SGOL
ETFS GOLD TR
+$1.4M
190,469
+41%
增持
GLD
SPDR GOLD TR
+$1.4M
7,599
+302%
减持
CARR
CARRIER GLOBAL CORPORATION
-$1.4M
11,735
-56%
增持
AVGO
BROADCOM INC
+$1.4M
21,327
+2%
增持
IEF
ISHARES TR
+$1.4M
49,408
+51%
增持
—
EVEREST GROUP LTD
+$1.3M
16,959
+38%
增持
IAU
ISHARES GOLD TR
+$1.3M
171,742
+18%
增持
—
JUNIPER NETWORKS INC
+$1.2M
104,067
+53%
增持
GILD
GILEAD SCIENCES INC
+$1.1M
82,434
+7%
增持
FUTY
FIDELITY COVINGTON TRUST
+$1.1M
30,469
+312%
增持
MRK
MERCK & CO INC
+$1.1M
73,468
+34%
增持
MBB
ISHARES TR
+$1.1M
145,793
+14%
增持
MSTR
MICROSTRATEGY INC
+$1.0M
4,347
+225%
减持
PEP
PEPSICO INC
-$1.0M
6,086
-47%
增持
HPQ
HP INC
+$931.8K
106,373
+50%
增持
GDDY
GODADDY INC
+$907.4K
22,183
+0%
增持
PFE
PFIZER INC
+$886.9K
246,624
+26%
增持
FIDU
FIDELITY COVINGTON TRUST
+$844.6K
47,548
+37%
增持
JNJ
JOHNSON & JOHNSON
+$827.6K
53,792
+25%
增持
ABBV
ABBVIE INC
+$814.9K
42,035
+25%
增持
AAPL
APPLE INC
+$808.4K
27,433
+5%
增持
SCHF
SCHWAB STRATEGIC TR
-$794.6K
101,044
+56%
减持
SPAB
SPDR SER TR
-$779.1K
229,888
-8%
增持
—
PENTAIR PLC
+$752.2K
26,399
+36%
增持
GLW
CORNING INC
+$718.4K
73,359
+20%
增持
JBL
JABIL INC
+$697.5K
17,835
+14%
增持
FDIS
FIDELITY COVINGTON TRUST
+$689.3K
24,656
+27%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$675.7K
258,311
+8%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$672.2K
139,550
+24%
建仓
GIS
GENERAL MLS INC
+$652.6K
10,234
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$639.7K
33,326
+10%
增持
CSCO
CISCO SYS INC
+$632.8K
94,246
+1%
增持
PCAR
PACCAR INC
+$630.6K
45,581
+9%
增持
—
GARMIN LTD
+$619.9K
20,169
+0%
增持
CMI
CUMMINS INC
+$589.4K
10,658
+10%
增持
REGN
REGENERON PHARMACEUTICALS
-$585.8K
6,743
+32%
建仓
HYG
ISHARES TR
+$572.8K
7,283
增持
DE
DEERE & CO
+$548.5K
6,830
+22%
增持
MSFT
MICROSOFT CORP
+$534.6K
18,820
+9%
建仓
MCD
MCDONALDS CORP
+$520.2K
1,795
减持
IJH
ISHARES TR
-$499.3K
6,594
-55%
增持
CE
CELANESE CORP DEL
-$484.0K
19,139
+44%
增持
—
AMCOR PLC
+$482.6K
490,753
+34%
减持
AAVM
EA SERIES TRUST
-$476.1K
109,800
-11%
减持
SPEM
SPDR INDEX SHS FDS
-$475.3K
39,421
-18%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$470.2K
159,109
+34%
清仓
GMAR
FIRST TR EXCHNG TRADED FD VI
-$419.2K
0
-100%
建仓
CF
CF INDS HLDGS INC
+$407.4K
4,775
增持
CPB
THE CAMPBELLS COMPANY
+$386.4K
172,211
+23%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$385.1K
0
-100%
增持
EBAY
EBAY INC.
+$383.2K
43,965
+22%
增持
AMZN
AMAZON COM INC
+$382.5K
6,487
+16%
减持
LMT
LOCKHEED MARTIN CORP
-$382.0K
476
-55%
清仓
EEM
ISHARES TR
-$367.5K
0
-100%
减持
OUNZ
VANECK MERK GOLD ETF
-$355.1K
259,956
-5%
减持
BIIB
BIOGEN INC
-$345.0K
3,796
-21%
减持
TXN
TEXAS INSTRS INC
-$341.8K
15,307
-2%
建仓
ANET
ARISTA NETWORKS INC
+$340.7K
3,082
增持
ITW
ILLINOIS TOOL WKS INC
+$337.0K
15,275
+13%
增持
MSI
MOTOROLA SOLUTIONS INC
+$336.8K
9,623
+5%
增持
OTIS
OTIS WORLDWIDE CORP
+$335.4K
53,010
+20%
增持
FNCL
FIDELITY COVINGTON TRUST
+$333.2K
21,720
+20%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$329.5K
10,165
+75%
增持
FCOM
FIDELITY COVINGTON TRUST
+$329.5K
30,764
+15%
减持
AGG
ISHARES TR
-$324.6K
14,140
-16%
清仓
QYLG
GLOBAL X FDS
-$319.9K
0
-100%
减持
QVAL
EA SERIES TRUST
-$315.2K
34,851
-14%
建仓
MPC
MARATHON PETE CORP
+$314.7K
2,256
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$311.1K
3,012
减持
ROMO
STRATEGY SHS
-$310.1K
83,719
-11%
增持
—
EATON CORP PLC
+$302.6K
9,917
+10%
建仓
SCHP
SCHWAB STRATEGIC TR
+$302.1K
11,694
增持
SCHX
SCHWAB STRATEGIC TR
-$297.5K
215,226
+176%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$296.7K
4,345
-53%
清仓
—
ARISTA NETWORKS INC
-$296.5K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$293.5K
3,182
增持
FOX
FOX CORP
+$292.4K
14,124
+55%
增持
LQD
ISHARES TR
+$277.6K
137,908
+8%
减持
NVDA
NVIDIA CORPORATION
+$275.4K
24,849
-1%
清仓
CSX
CSX CORP
-$270.0K
0
-100%
增持
—
NXP SEMICONDUCTORS N V
+$268.1K
10,586
+32%
清仓
WEC
WEC ENERGY GROUP INC
-$266.9K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$261.7K
3,726
建仓
—
SPDR S&P 500 ETF TR
+$254.4K
205
增持
NTAP
NETAPP INC
+$249.4K
24,976
+16%
增持
GOOGL
ALPHABET INC
+$247.2K
7,851
+5%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$246.5K
4,717
建仓
BCI
ABRDN ETFS
+$244.2K
12,362
减持
IVAL
EA SERIES TRUST
-$241.8K
34,278
-17%
增持
TLT
ISHARES TR
+$236.8K
19,112
+31%
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$236.5K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$235.2K
0
-100%
增持
KR
KROGER CO
+$234.0K
8,525
+70%
减持
HD
HOME DEPOT INC
-$231.6K
3,622
-11%
建仓
LKQ
LKQ CORP
+$229.3K
6,239
清仓
MU
MICRON TECHNOLOGY INC
-$228.8K
0
-100%
建仓
WY
WEYERHAEUSER CO MTN BE
+$227.5K
8,082
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$226.3K
753
建仓
AMD
ADVANCED MICRO DEVICES INC
+$225.9K
1,870
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$225.2K
0
-100%
减持
EYLD
CAMBRIA ETF TR
-$224.7K
26,221
-13%
建仓
NFLX
NETFLIX INC
+$223.6K
251
建仓
ISRG
INTUITIVE SURGICAL INC
+$222.4K
426
建仓
HEI
HEICO CORP NEW
+$220.6K
928
减持
CME
CME GROUP INC
-$219.2K
1,343
-44%
清仓
BBY
BEST BUY INC
-$218.1K
0
-100%
清仓
GTO
INVESCO ACTIVELY MANAGED EXC
-$217.3K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$215.6K
0
-100%
增持
FSTA
FIDELITY COVINGTON TRUST
+$215.1K
35,640
+18%
建仓
HWM
HOWMET AEROSPACE INC
+$213.8K
1,955
减持
CTVA
CORTEVA INC
-$213.3K
8,131
-29%
清仓
NYF
ISHARES TR
-$212.4K
0
-100%
减持
PKG
PACKAGING CORP AMER
-$209.2K
1,366
-43%
建仓
—
INTERPUBLIC GROUP COS INC
+$209.0K
7,459
建仓
TROW
PRICE T ROWE GROUP INC
+$208.7K
1,845
增持
VTIP
VANGUARD MALVERN FDS
+$207.6K
233,105
+4%
建仓
OEF
ISHARES TR
+$206.8K
716
清仓
TOTL
SSGA ACTIVE ETF TR
-$205.5K
0
-100%
清仓
NUE
NUCOR CORP
-$204.5K
0
-100%
建仓
SCHR
SCHWAB STRATEGIC TR
+$202.9K
8,355
清仓
NRG
NRG ENERGY INC
-$202.3K
0
-100%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$202.3K
3,420
清仓
IEFA
ISHARES TR
-$202.0K
0
-100%
建仓
INTU
INTUIT
+$201.6K
321
减持
VTV
VANGUARD INDEX FDS
-$201.5K
9,289
-9%
减持
VB
VANGUARD INDEX FDS
-$200.3K
1,868
-32%
建仓
XLU
SELECT SECTOR SPDR TR
+$200.1K
2,644
减持
PFF
ISHARES TR
-$194.7K
13,510
-28%
减持
ED
CONSOLIDATED EDISON INC
-$194.2K
4,932
-19%
减持
IMOM
EA SERIES TRUST
-$190.2K
43,216
-7%
减持
ADI
ANALOG DEVICES INC
-$189.6K
1,219
-37%
