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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 28
增持 59
减持 39
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$5.5M
817,424
+15%
增持
IEF
ISHARES TR
+$4.7M
97,582
+98%
减持
—
EVEREST GROUP LTD
-$4.6M
4,121
-76%
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
FTEC
FIDELITY COVINGTON TRUST
+$4.5M
48,446
+170%
减持
AMGN
AMGEN INC
-$3.9M
6,532
-71%
增持
LQD
ISHARES TR
+$3.5M
167,921
+22%
增持
IAU
ISHARES GOLD TR
+$3.5M
202,965
+18%
增持
GLD
SPDR GOLD TR
+$3.4M
18,249
+140%
减持
IWM
ISHARES TR
-$3.0M
5,345
-71%
增持
VTIP
VANGUARD MALVERN FDS
+$2.7M
281,118
+21%
增持
GOVT
ISHARES TR
+$2.7M
940,531
+14%
减持
QQQ
INVESCO QQQ TR
-$2.6M
5,911
-44%
建仓
—
PARAGON 28 INC
+$2.6M
200,295
增持
SO
SOUTHERN CO
+$2.5M
85,279
+33%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
61,917
+15%
减持
FHLC
FIDELITY COVINGTON TRUST
-$2.4M
169,862
-21%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.4M
116,881
-46%
增持
RSG
REPUBLIC SVCS INC
+$2.3M
35,139
+13%
建仓
EMN
EASTMAN CHEM CO
+$2.1M
23,519
增持
IVV
ISHARES TR
+$2.0M
11,972
+50%
增持
ABBV
ABBVIE INC
+$1.9M
44,849
+7%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$1.9M
37,626
增持
MBB
ISHARES TR
+$1.9M
162,540
+11%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.8M
29,595
+574%
减持
AVGO
BROADCOM INC
-$1.7M
19,098
-10%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.7M
39,536
+237%
减持
MOAT
VANECK ETF TRUST
-$1.7M
6,636
-73%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
35,887
+8%
增持
—
JUNIPER NETWORKS INC
+$1.6M
151,574
+46%
建仓
TOTL
SSGA ACTIVE ETF TR
+$1.6M
39,267
增持
LLY
ELI LILLY & CO
+$1.6M
9,512
+17%
增持
—
LYONDELLBASELL INDUSTRIES N
+$1.5M
56,623
+72%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$1.5M
24,961
+246%
建仓
COWG
PACER FDS TR
+$1.4M
46,680
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$1.4M
76,422
减持
GILD
GILEAD SCIENCES INC
+$1.4M
80,466
-2%
减持
SGOL
ETFS GOLD TR
-$1.4M
113,094
-41%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$1.4M
58,302
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.4M
287,320
+11%
减持
LRCX
LAM RESEARCH CORP
-$1.3M
6,372
-74%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
27,043
+522%
增持
SPHY
SPDR SER TR
+$1.3M
81,076
+203%
减持
SPYM
SPDR SER TR
-$1.2M
64,888
-19%
减持
OUNZ
VANECK MERK GOLD ETF
+$1.2M
259,477
-0%
增持
CPB
THE CAMPBELLS COMPANY
+$1.2M
211,596
+23%
减持
FNCL
FIDELITY COVINGTON TRUST
-$1.2M
3,806
-82%
减持
IYR
ISHARES TR
-$1.2M
34,873
-29%
增持
—
AMCOR PLC
+$1.2M
598,482
+22%
建仓
ACIO
ETF SER SOLUTIONS
+$1.0M
25,920
减持
AAVM
EA SERIES TRUST
-$999.7K
72,953
-34%
建仓
SFLR
INNOVATOR ETFS TRUST
+$991.7K
31,593
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$938.6K
27,405
增持
—
GARMIN LTD
+$896.6K
23,288
+15%
增持
OTIS
OTIS WORLDWIDE CORP
+$881.8K
56,115
+6%
减持
QMOM
EA SERIES TRUST
-$859.6K
15,794
-44%
减持
QVAL
EA SERIES TRUST
-$850.3K
16,541
-53%
增持
REGN
REGENERON PHARMACEUTICALS
+$847.6K
8,909
+32%
减持
SCHF
SCHWAB STRATEGIC TR
-$834.4K
52,321
-48%
建仓
FFIV
F5 INC
+$824.6K
3,097
减持
ROMO
STRATEGY SHS
-$795.2K
60,800
-27%
增持
ISRG
INTUITIVE SURGICAL INC
+$786.7K
2,037
+378%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$731.5K
145,686
+4%
增持
EBAY
EBAY INC.
+$713.3K
50,745
+15%
建仓
ANGL
VANECK ETF TRUST
+$708.3K
24,544
增持
DE
DEERE & CO
+$706.6K
7,672
+12%
清仓
—
KELLANOVA
-$698.4K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$665.8K
141,806
+3%
减持
TSLA
TESLA INC
-$660.8K
2,608
-21%
增持
V
VISA INC
+$629.4K
3,875
+68%
增持
ITW
ILLINOIS TOOL WKS INC
+$611.5K
18,083
+18%
减持
SPYG
SPDR SER TR
-$609.5K
18,149
-23%
增持
NVDA
NVIDIA CORPORATION
-$590.4K
25,343
+2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$587.5K
2,794
-73%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$579.0K
0
-100%
增持
HYG
ISHARES TR
+$556.6K
14,316
+97%
增持
CSCO
CISCO SYS INC
+$515.3K
98,764
+5%
建仓
CLX
CLOROX CO DEL
+$511.2K
3,472
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$497.0K
13,523
-42%
建仓
WEC
WEC ENERGY GROUP INC
+$492.9K
4,523
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$477.2K
14,449
-37%
减持
IMOM
EA SERIES TRUST
-$475.0K
23,836
-45%
减持
GOOGL
ALPHABET INC
-$463.9K
6,611
-16%
建仓
DRI
DARDEN RESTAURANTS INC
+$453.9K
2,185
清仓
EMR
EMERSON ELEC CO
-$453.4K
0
-100%
增持
CE
CELANESE CORP DEL
+$452.6K
31,305
+64%
增持
AAPL
APPLE INC
-$440.9K
28,942
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$423.6K
5,181
-9%
增持
WAB
WABTEC
+$422.2K
15,933
+22%
减持
TLT
ISHARES TR
-$420.9K
13,711
-28%
增持
PM
PHILIP MORRIS INTL INC
+$413.6K
6,426
+28%
减持
EYLD
CAMBRIA ETF TR
-$408.0K
13,008
-50%
减持
SPAB
SPDR SER TR
-$398.4K
209,337
-9%
增持
NTAP
NETAPP INC
-$397.9K
28,475
+14%
增持
DELL
DELL TECHNOLOGIES INC
+$397.7K
29,459
+48%
增持
MUB
ISHARES TR
+$396.2K
38,645
+12%
清仓
—
LINDE PLC
-$388.7K
0
-100%
增持
ORCL
ORACLE CORP
-$379.9K
31,460
+10%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$369.8K
10,799
建仓
—
TIDAL TR II
+$341.1K
16,776
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$333.2K
0
-100%
减持
IVAL
EA SERIES TRUST
-$321.6K
19,647
-43%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$320.9K
0
-100%
清仓
SCHH
SCHWAB STRATEGIC TR
-$319.4K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$317.7K
6,440
-40%
建仓
EEM
ISHARES TR
+$317.5K
7,266
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$313.9K
0
-100%
清仓
USHY
ISHARES TR
-$312.3K
0
-100%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$311.1K
0
-100%
增持
—
EATON CORP PLC
-$303.8K
10,989
+11%
减持
EFG
ISHARES TR
-$303.6K
6,326
-35%
清仓
SCHP
SCHWAB STRATEGIC TR
-$302.1K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$300.8K
4,128
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$300.6K
3,074
-56%
建仓
AXON
AXON ENTERPRISE INC
+$293.5K
558
减持
AGG
ISHARES TR
-$286.8K
10,952
-23%
建仓
TLH
ISHARES TR
+$286.6K
2,762
增持
VUG
VANGUARD INDEX FDS
+$286.5K
3,678
+40%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$285.3K
0
-100%
清仓
SCHC
SCHWAB STRATEGIC TR
-$285.0K
0
-100%
增持
KLAC
KLA CORP
+$273.7K
3,470
+5%
增持
MSI
MOTOROLA SOLUTIONS INC
+$270.8K
10,778
+12%
减持
JBL
JABIL INC
-$270.2K
16,876
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$268.2K
1,118
+135%
清仓
SCHA
SCHWAB STRATEGIC TR
-$264.2K
0
-100%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$263.7K
0
-100%
清仓
ON
ON SEMICONDUCTOR CORP
-$262.4K
0
-100%
增持
GDDY
GODADDY INC
+$261.2K
25,754
+16%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$256.4K
2,771
建仓
MU
MICRON TECHNOLOGY INC
+$255.3K
2,938
清仓
DAL
DELTA AIR LINES INC DEL
-$247.4K
0
-100%
清仓
EWJ
ISHARES INC
-$246.5K
0
-100%
清仓
JBND
J P MORGAN EXCHANGE TRADED F
-$246.5K
0
-100%
清仓
TER
TERADYNE INC
-$244.3K
0
-100%
清仓
BCI
ABRDN ETFS
-$244.2K
0
-100%
建仓
MA
MASTERCARD INCORPORATED
+$239.5K
437
增持
SCHO
SCHWAB STRATEGIC TR
+$237.0K
115,083
+8%
建仓
GMAY
FIRST TR EXCHNG TRADED FD VI
+$236.6K
6,525
减持
SPEM
SPDR INDEX SHS FDS
-$235.0K
32,450
-18%
增持
QCOM
QUALCOMM INC
+$234.0K
17,107
+10%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$232.1K
0
-100%
减持
GLW
CORNING INC
-$231.7K
71,086
-3%
清仓
LKQ
LKQ CORP
-$229.3K
0
-100%
增持
QUAL
ISHARES TR
+$227.6K
6,810
+30%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T
-$227.4K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$224.9K
452
建仓
PSX
PHILLIPS 66
+$223.8K
1,812
增持
FUTY
FIDELITY COVINGTON TRUST
+$223.6K
33,554
+10%
增持
BOXX
EA SERIES TRUST
+$223.2K
29,651
+6%
增持
BSX
BOSTON SCIENTIFIC CORP
+$222.0K
7,536
+25%
建仓
DUK
DUKE ENERGY CORP NEW
+$218.8K
1,794
