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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 26
增持 71
减持 31
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
BOXX
EA SERIES TRUST
+$7.1M
92,758
+213%
增持
SPDW
SPDR INDEX SHS FDS
+$6.8M
901,955
+10%
建仓
GEN
GEN DIGITAL INC
+$6.3M
213,344
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
+$5.5M
67,624
+40%
增持
CLX
CLOROX CO DEL
+$4.8M
43,991
+1167%
减持
REGN
REGENERON PHARMACEUTICALS
-$4.7M
1,897
-79%
减持
IEF
ISHARES TR
-$4.6M
49,329
-49%
增持
FFIV
F5 INC
+$3.8M
15,839
+411%
增持
SMCI
SUPER MICRO COMPUTER INC
+$3.4M
77,892
+621%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$2.9M
64,374
+118%
增持
DELL
DELL TECHNOLOGIES INC
+$2.8M
45,054
+53%
清仓
—
PARAGON 28 INC
-$2.6M
0
-100%
减持
MSFT
MICROSOFT CORP
+$2.4M
21,294
-2%
减持
FHLC
FIDELITY COVINGTON TRUST
-$2.4M
143,971
-15%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.3M
146,808
+4%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.3M
30,498
+22%
减持
ORCL
ORACLE CORP
+$2.1M
29,534
-6%
减持
—
PENTAIR PLC
-$2.0M
5,710
-81%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.9M
47,955
+53%
减持
AVGO
BROADCOM INC
-$1.8M
5,119
-73%
清仓
CE
CELANESE CORP DEL
-$1.8M
0
-100%
增持
FSTA
FIDELITY COVINGTON TRUST
+$1.8M
72,232
+92%
增持
JBL
JABIL INC
+$1.7M
18,273
+8%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.6M
37,317
+355%
增持
GLD
SPDR GOLD TR
+$1.6M
22,348
+22%
增持
CPB
THE CAMPBELLS COMPANY
-$1.5M
225,652
+7%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.5M
312,881
+9%
增持
—
EATON CORP PLC
+$1.4M
12,421
+13%
增持
GDDY
GODADDY INC
+$1.4M
33,700
+31%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
50,652
+87%
增持
PFE
PFIZER INC
+$1.3M
323,888
+26%
增持
VTRS
VIATRIS INC
+$1.3M
495,267
+39%
增持
MSTR
MICROSTRATEGY INC
+$1.3M
6,535
+41%
增持
AMAT
APPLIED MATLS INC
+$1.3M
18,189
+30%
减持
OUNZ
VANECK MERK GOLD ETF
-$1.3M
204,533
-21%
增持
GOVT
ISHARES TR
+$1.3M
996,931
+6%
减持
IYR
ISHARES TR
-$1.3M
21,852
-37%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
3,014
+237%
减持
AMGN
AMGEN INC
-$1.2M
2,970
-55%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.2M
167,889
+15%
增持
—
JUNIPER NETWORKS INC
+$1.2M
166,761
+10%
清仓
HYG
ISHARES TR
-$1.1M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$1.0M
60,496
-2%
减持
OTIS
OTIS WORLDWIDE CORP
-$993.7K
48,449
-14%
增持
CAT
CATERPILLAR INC
+$979.1K
11,548
+9%
建仓
IHF
ISHARES TR
+$932.9K
19,176
建仓
IDU
ISHARES TR
+$928.6K
8,880
增持
WAB
WABTEC
+$926.7K
18,229
+14%
增持
MBB
ISHARES TR
+$879.8K
171,720
+6%
增持
TXN
TEXAS INSTRS INC
+$879.6K
18,736
+12%
增持
KLAC
KLA CORP
+$863.9K
3,598
+4%
增持
MRK
MERCK & CO INC
+$853.1K
105,275
+26%
增持
PCAR
PACCAR INC
+$847.0K
60,189
+20%
增持
MUB
ISHARES TR
+$842.2K
47,061
+22%
增持
NTAP
NETAPP INC
+$841.1K
31,369
+10%
增持
VTIP
VANGUARD MALVERN FDS
+$834.2K
295,644
+5%
增持
CSCO
CISCO SYS INC
+$820.9K
99,677
+1%
增持
ABBV
ABBVIE INC
-$779.7K
46,424
+4%
增持
CARR
CARRIER GLOBAL CORPORATION
+$748.8K
44,479
+13%
减持
—
EVEREST GROUP LTD
-$689.7K
2,377
-42%
增持
—
LYONDELLBASELL INDUSTRIES N
-$677.6K
57,184
+1%
减持
LLY
ELI LILLY & CO
-$668.5K
9,221
-3%
增持
RTX
RTX CORPORATION
+$665.6K
7,444
+134%
增持
GLW
CORNING INC
+$633.7K
73,930
+4%
增持
QCOM
QUALCOMM INC
+$627.4K
20,440
+19%
增持
—
NXP SEMICONDUCTORS N V
+$605.7K
13,462
+10%
建仓
EWJ
ISHARES INC
+$602.7K
8,039
建仓
USMV
ISHARES TR
+$598.2K
6,372
减持
QQQ
INVESCO QQQ TR
-$563.9K
4,003
-32%
建仓
SOXX
ISHARES TR
+$549.0K
2,300
增持
EFV
ISHARES TR
+$548.9K
22,414
+51%
建仓
IEMG
ISHARES INC
+$536.4K
8,935
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$528.8K
6,393
-53%
减持
—
AMCOR PLC
-$518.6K
575,268
-4%
增持
—
TIDAL TR II
+$501.9K
38,025
+127%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$501.5K
31,974
-11%
增持
EEM
ISHARES TR
+$498.4K
16,914
+133%
清仓
WEC
WEC ENERGY GROUP INC
-$492.9K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$491.6K
10,852
+31%
增持
XLK
SELECT SECTOR SPDR TR
+$483.4K
2,846
+148%
增持
QUAL
ISHARES TR
+$481.6K
9,000
+32%
建仓
NEM
NEWMONT CORP
+$476.4K
8,178
清仓
LRCX
LAM RESEARCH CORP
-$463.3K
0
-100%
清仓
EMXC
ISHARES INC
-$457.6K
0
-100%
增持
EVRG
EVERGY INC
+$456.5K
12,023
+123%
建仓
SPYD
SPDR SERIES TRUST
+$453.7K
10,690
建仓
—
KELLANOVA
+$432.3K
5,436
减持
DE
DEERE & CO
-$432.1K
6,231
-19%
减持
SPYM
SPDR SERIES TRUST
+$413.8K
64,395
-1%
增持
META
META PLATFORMS INC
+$407.0K
2,011
+8%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$406.9K
0
-100%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$399.3K
5,830
+110%
建仓
THRO
BLACKROCK ETF TRUST
+$399.2K
11,221
减持
SPY
SPDR S&P 500 ETF TR
-$384.1K
4,069
-21%
增持
EBAY
EBAY INC.
+$383.0K
51,302
+1%
减持
MOAT
VANECK ETF TRUST
-$369.9K
2,282
-66%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$348.0K
2,654
-16%
减持
TLT
ISHARES TR
-$345.5K
10,228
-25%
清仓
—
SPDR S&P 500 ETF TR
-$321.2K
0
-100%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$316.0K
0
-100%
清仓
INTU
INTUIT
-$307.4K
0
-100%
清仓
OKE
ONEOK INC NEW
-$298.9K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$291.7K
1,543
+5%
减持
SCHX
SCHWAB STRATEGIC TR
-$289.6K
93,745
-20%
建仓
LEU
CENTRUS ENERGY CORP
+$286.9K
1,566
增持
VV
VANGUARD INDEX FDS
+$284.4K
6,654
+6%
清仓
RDIV
INVESCO EXCH TRADED FD TR II
-$282.3K
0
-100%
建仓
RUNN
STRATEGIC TRUST
+$281.7K
8,326
建仓
TFLO
ISHARES TR
+$278.1K
5,490
增持
FCOM
FIDELITY COVINGTON TRUST
+$276.0K
31,567
+0%
建仓
FLOT
ISHARES TR
+$272.2K
5,335
增持
UBER
UBER TECHNOLOGIES INC
+$261.3K
6,024
+46%
建仓
—
BUNGE GLOBAL SA
+$260.3K
3,242
增持
CMI
CUMMINS INC
+$257.7K
12,607
+2%
清仓
WY
WEYERHAEUSER CO MTN BE
-$256.8K
0
-100%
增持
DOW
DOW INC
+$255.5K
103,526
+45%
建仓
BKNG
BOOKING HOLDINGS INC
+$248.9K
43
建仓
IGIB
ISHARES TR
+$246.3K
4,622
减持
QMOM
EA SERIES TRUST
-$245.5K
10,660
-33%
减持
SPYG
SPDR SERIES TRUST
+$243.2K
17,854
-2%
增持
TSLA
TESLA INC
+$239.9K
2,883
+11%
清仓
MA
MASTERCARD INCORPORATED
-$239.5K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$239.1K
4,862
清仓
GMAY
FIRST TR EXCHNG TRADED FD VI
-$236.6K
0
-100%
建仓
—
MEDTRONIC PLC
+$232.7K
2,669
建仓
CVNA
CARVANA CO
+$232.2K
689
建仓
TROW
PRICE T ROWE GROUP INC
+$230.0K
2,383
减持
RSG
REPUBLIC SVCS INC
-$225.3K
33,592
-4%
增持
COWG
PACER FDS TR
+$225.2K
47,351
+1%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$224.9K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$223.4K
1,170
+11%
建仓
SCHW
SCHWAB CHARLES CORP
+$219.9K
2,410
增持
HPQ
HP INC
+$218.3K
141,913
+21%
建仓
DASH
DOORDASH INC
+$217.9K
884
清仓
SNPS
SYNOPSYS INC
-$216.8K
0
-100%
建仓
BBY
BEST BUY INC
+$213.5K
3,180
清仓
BLK
BLACKROCK INC
-$213.3K
0
-100%
清仓
CTRA
COTERRA ENERGY INC
-$212.0K
0
-100%
增持
LQD
ISHARES TR
+$210.3K
168,431
+0%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$209.4K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$206.9K
3,583
-3%
清仓
HEFA
ISHARES TR
-$205.8K
0
-100%
增持
DIS
DISNEY WALT CO
+$204.0K
6,552
+6%
增持
MU
MICRON TECHNOLOGY INC
+$203.8K
3,725
+27%
清仓
GSK
GSK PLC
-$202.2K
0
-100%
增持
FMAT
FIDELITY COVINGTON TRUST
+$200.7K
32,288
+11%
建仓
VBR
VANGUARD INDEX FDS
+$200.7K
1,029
减持
ROMO
STRATEGY SHS
-$197.7K
51,660
-15%
减持
—
TE CONNECTIVITY PLC
-$195.6K
1,404
-54%
增持
AXON
AXON ENTERPRISE INC
+$192.9K
588
+5%
