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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 27
增持 77
减持 33
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$7.8M
1,035,283
+15%
增持
MO
ALTRIA GROUP INC
+$7.2M
116,510
+1159%
清仓
—
JUNIPER NETWORKS INC
-$6.7M
0
-100%
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
IWM
ISHARES TR
+$6.3M
30,728
+504%
减持
BOXX
EA SERIES TRUST
-$5.5M
43,227
-53%
减持
LLY
ELI LILLY & CO
-$5.4M
2,406
-74%
增持
—
MEDTRONIC PLC
+$5.2M
57,489
+2054%
建仓
—
SPDR S&P 500 ETF TR
+$5.2M
7,818
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$4.9M
39,531
+30%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$4.5M
36,965
+1041%
增持
EVRG
EVERGY INC
+$4.3M
68,084
+466%
增持
IAU
ISHARES GOLD TR
+$3.9M
220,641
+13%
增持
QCOM
QUALCOMM INC
+$3.7M
42,077
+106%
减持
SMCI
SUPER MICRO COMPUTER INC
-$3.6M
4,558
-94%
减持
—
EATON CORP PLC
-$3.6M
2,255
-82%
增持
AMAT
APPLIED MATLS INC
+$3.5M
33,479
+84%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$3.3M
21,757
-66%
减持
SO
SOUTHERN CO
-$3.2M
50,777
-42%
增持
GLD
SPDR GOLD TR
+$3.1M
27,772
+24%
增持
AMZN
AMAZON COM INC
+$3.0M
19,542
+227%
增持
GLW
CORNING INC
+$2.7M
80,904
+9%
增持
AAPL
APPLE INC
+$2.7M
35,477
+15%
增持
FTEC
FIDELITY COVINGTON TRUST
+$2.6M
71,718
+6%
清仓
SPY
SPDR S&P 500 ETF TR
-$2.5M
0
-100%
增持
ORCL
ORACLE CORP
+$2.4M
31,562
+7%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$1.9M
215,744
+29%
增持
DELL
DELL TECHNOLOGIES INC
+$1.8M
51,795
+15%
减持
ABBV
ABBVIE INC
+$1.6M
44,098
-5%
增持
FIDU
FIDELITY COVINGTON TRUST
+$1.6M
63,129
+36%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.5M
161,272
+10%
增持
DE
DEERE & CO
+$1.5M
10,151
+63%
增持
QQQ
INVESCO QQQ TR
+$1.5M
6,131
+53%
增持
VTRS
VIATRIS INC
+$1.5M
594,935
+20%
增持
FNCL
FIDELITY COVINGTON TRUST
+$1.4M
22,582
+477%
减持
FCOM
FIDELITY COVINGTON TRUST
-$1.4M
8,793
-72%
增持
EEM
ISHARES TR
+$1.4M
41,293
+144%
增持
CAT
CATERPILLAR INC
+$1.4M
12,249
+6%
增持
GOVT
ISHARES TR
+$1.4M
1,049,542
+5%
增持
CMI
CUMMINS INC
+$1.3M
12,836
+2%
增持
EBAY
EBAY INC.
+$1.2M
55,598
+8%
减持
KLAC
KLA CORP
-$1.2M
1,898
-47%
增持
MBB
ISHARES TR
+$1.0M
180,364
+5%
增持
EWJ
ISHARES INC
+$1.0M
20,391
+154%
增持
JBL
JABIL INC
+$1.0M
23,106
+26%
增持
LQD
ISHARES TR
+$1.0M
174,743
+4%
减持
RSG
REPUBLIC SVCS INC
-$1.0M
31,708
-6%
减持
FHLC
FIDELITY COVINGTON TRUST
-$971.7K
123,154
-14%
清仓
IHF
ISHARES TR
-$932.9K
0
-100%
减持
OUNZ
VANECK MERK GOLD ETF
+$930.9K
200,415
-2%
增持
TSLA
TESLA INC
+$910.2K
4,106
+42%
增持
GDDY
GODADDY INC
-$890.8K
37,837
+12%
增持
NTAP
NETAPP INC
+$860.9K
35,482
+13%
增持
—
NXP SEMICONDUCTORS N V
+$824.3K
16,536
+23%
增持
PCAR
PACCAR INC
+$801.1K
66,341
+10%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$799.6K
210,509
+35%
减持
—
GARMIN LTD
+$777.9K
23,887
-2%
减持
—
AMCOR PLC
-$687.7K
562,222
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$684.9K
30,976
-3%
增持
VV
VANGUARD INDEX FDS
+$675.3K
8,360
+26%
建仓
INCY
INCYTE CORP
+$664.8K
7,839
减持
MRK
MERCK & CO INC
-$656.8K
91,466
-13%
增持
MSI
MOTOROLA SOLUTIONS INC
+$636.2K
11,924
+4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$633.5K
326,005
+4%
增持
NFLX
NETFLIX INC
+$627.4K
897
+168%
增持
NVDA
NVIDIA CORPORATION
+$604.6K
18,631
+3%
增持
IEF
ISHARES TR
+$586.5K
55,056
+12%
增持
FFIV
F5 INC
+$582.3K
16,226
+2%
建仓
TJX
TJX COS INC NEW
+$571.3K
3,952
减持
MSTR
STRATEGY INC
-$568.2K
6,435
-2%
增持
ITW
ILLINOIS TOOL WKS INC
+$565.2K
19,080
+7%
增持
DASH
DOORDASH INC
+$553.2K
2,835
+221%
建仓
BAI
BLACKROCK ETF TRUST
+$550.6K
16,117
增持
MU
MICRON TECHNOLOGY INC
+$539.8K
5,970
+60%
减持
GEN
GEN DIGITAL INC
-$536.9K
202,023
-5%
增持
IDU
ISHARES TR
+$519.0K
13,053
+47%
建仓
ADSK
AUTODESK INC
+$504.9K
1,589
减持
OTIS
OTIS WORLDWIDE CORP
-$497.1K
47,033
-3%
清仓
MLPA
GLOBAL X FDS
-$488.4K
0
-100%
清仓
NEM
NEWMONT CORP
-$476.4K
0
-100%
增持
HPQ
HP INC
+$462.2K
144,451
+2%
清仓
IYW
ISHARES TR
-$460.7K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$445.1K
2,123
+81%
增持
VTIP
VANGUARD MALVERN FDS
+$443.8K
302,308
+2%
增持
FMAT
FIDELITY COVINGTON TRUST
+$426.6K
38,848
+20%
清仓
IP
INTERNATIONAL PAPER CO
-$426.3K
0
-100%
增持
RTX
RTX CORPORATION
+$414.0K
8,970
+20%
减持
IVV
ISHARES TR
+$412.1K
10,674
-2%
建仓
INTU
INTUIT
+$411.0K
602
建仓
AEP
AMERICAN ELEC PWR CO INC
+$398.0K
3,538
增持
CLX
CLOROX CO DEL
+$397.9K
46,066
+5%
减持
IYR
ISHARES TR
-$395.6K
17,257
-21%
建仓
TRMB
TRIMBLE INC
+$392.7K
4,809
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$391.3K
42,096
+13%
建仓
NOW
SERVICENOW INC
+$389.5K
423
清仓
CRM
SALESFORCE INC
-$387.1K
0
-100%
减持
PFE
PFIZER INC
+$371.5K
322,708
-0%
减持
TLT
ISHARES TR
-$360.3K
6,068
-41%
增持
AXON
AXON ENTERPRISE INC
+$360.2K
1,180
+101%
增持
TXN
TEXAS INSTRS INC
-$351.4K
19,259
+3%
增持
FSTA
FIDELITY COVINGTON TRUST
+$351.4K
81,180
+12%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$351.0K
0
-100%
增持
OEF
ISHARES TR
+$347.3K
2,608
+52%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$343.2K
1,169
建仓
CAG
CONAGRA BRANDS INC
+$341.6K
18,658
建仓
HIMU
BLACKROCK ETF TRUST II
+$337.2K
6,856
建仓
XEL
XCEL ENERGY INC
+$335.5K
4,160
减持
MSFT
MICROSOFT CORP
+$331.9K
21,091
-1%
减持
EFG
ISHARES TR
-$327.6K
3,761
-44%
减持
JNJ
JOHNSON & JOHNSON
-$323.9K
48,090
-21%
减持
SPYM
SPDR SERIES TRUST
+$317.6K
63,805
-1%
增持
META
META PLATFORMS INC
+$311.6K
2,446
+22%
建仓
ITA
ISHARES TR
+$311.4K
1,488
增持
FICO
FAIR ISAAC CORP
+$305.0K
475
+114%
减持
GOOGL
ALPHABET INC
+$303.8K
5,375
-6%
增持
IEMG
ISHARES INC
+$303.0K
12,733
+43%
增持
VTI
VANGUARD INDEX FDS
+$295.6K
2,052
+65%
减持
QMOM
EA SERIES TRUST
-$295.1K
6,169
-42%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$293.7K
1,610
增持
—
TIDAL TRUST II
-$292.9K
39,409
+4%
建仓
HON
HONEYWELL INTL INC
+$284.2K
1,350
建仓
PNW
PINNACLE WEST CAP CORP
+$281.5K
3,140
减持
SCHX
SCHWAB STRATEGIC TR
-$280.3K
76,342
-19%
增持
WMT
WALMART INC
+$273.2K
20,250
+9%
增持
DYNF
BLACKROCK ETF TRUST
+$270.0K
22,845
+15%
增持
—
LYONDELLBASELL INDUSTRIES N
-$267.1K
62,021
+8%
建仓
TER
TERADYNE INC
+$264.1K
1,919
增持
EMN
EASTMAN CHEM CO
+$264.1K
38,973
+33%
增持
—
PENTAIR PLC
+$261.8K
7,657
+34%
清仓
—
BUNGE GLOBAL SA
-$260.3K
0
-100%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$257.7K
1,121
清仓
PSX
PHILLIPS 66
-$248.0K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$243.8K
0
-100%
建仓
—
SPDR S&P 500 ETF TR
+$239.3K
161
增持
UBER
UBER TECHNOLOGIES INC
+$238.1K
8,167
+36%
建仓
TGT
TARGET CORP
+$232.5K
2,592
建仓
IEFA
ISHARES TR
+$232.3K
2,660
增持
PKG
PACKAGING CORP AMER
+$232.0K
2,211
+67%
建仓
DVN
DEVON ENERGY CORP NEW
+$229.8K
6,554
建仓
NRG
NRG ENERGY INC
+$229.3K
1,416
建仓
MA
MASTERCARD INCORPORATED
+$225.7K
397
建仓
GDX
VANECK ETF TRUST
+$218.2K
2,856
清仓
DUK
DUKE ENERGY CORP NEW
-$211.5K
0
-100%
增持
WAB
WABTEC
+$211.4K
20,090
+10%
减持
IMOM
EA SERIES TRUST
-$207.0K
9,312
-42%
增持
TLH
ISHARES TR
+$204.0K
6,384
+43%
建仓
BDX
BECTON DICKINSON & CO
+$200.1K
1,069
增持
VUG
VANGUARD INDEX FDS
+$199.0K
3,690
+3%
增持
GE
GE AEROSPACE
+$195.8K
2,811
+11%
减持
GPC
GENUINE PARTS CO
-$194.0K
1,535
-54%
减持
CSCO
CISCO SYS INC
-$191.4K
98,278
-1%
