LifeGuide Financial Advisors, LLC

报告期 2026-03-31 · CIK 0001908585

持仓数

前50大市值合计

$312.7M

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

22Q2 调仓2022-03-31 → 2022-06-30 · 共 25 项建仓 1增持 17减持 6清仓 1

方向

标的

Δ市值

现股数(环比)

减持

TIP ISHARES TIPS BOND ETF

-$17.9M

5,643 -96%

增持

SCHP SCHWAB U.S. TIPS ETF

+$10.3M

459,969 +82%

减持

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

-$5.1M

209,318

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

VNQ VANGUARD REAL ESTATE ETF

-$5.1M

450,815 +6%

增持

SPXL DIREXION DAILY S&P 500 BULL 3X SHARES

-$682.0K

24,107 +28%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$676.0K

52,199 +72%

增持

— DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES ETF

-$671.0K

103,188 +3%

增持

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND

+$648.0K

23,063 +42%

增持

DRN DIREXION DAILY REAL ESTATE BULL 3X SHARES

-$563.0K

87,248 +21%

减持

CSL CARLISLE COS INC COM

-$554.0K

1,182 -65%

建仓

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

+$422.0K

14,335

增持

EURL DIREXION DAILY FTSE EUROPE BULL 3X SHARES

-$396.0K

53,023 +13%

减持

STIP ISHARES 0-5 YEAR TIPS BOND ETF

-$375.0K

13,677 -19%

减持

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

-$309.0K

17,057 -17%

清仓

PPL PPL CORP COM

-$205.0K

0 -100%

增持

EDC DIREXION DAILY EMERGING MARKETS BULL 3X SHARES

-$174.0K

10,606 +2%

增持

TNA DIREXION DAILY SMALL CAP BULL 3X SHARES

-$144.0K

9,832 +33%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$134.0K

9,969 +64%

增持

VOO VANGUARD S&P 500 ETF

+$84.0K

3,123 +30%

增持

VO VANGUARD MID-CAP INDEX FUND

+$56.0K

2,468 +37%

减持

IBM INTERNATIONAL BUSINESS MACHS COM

+$17.0K

1,857 -1%

增持

BIBL INSPIRE 100 ESG ETF

+$17.0K

8,628 +33%

增持

— SIRIUS XM HOLDINGS INC COM

-$8.0K

17,447 +1%

增持

VB VANGUARD SMALL-CAP INDEX FUND

-$2.0K

1,977 +20%

增持

HSY HERSHEY CO COM

-$1.0K

2,298 +0%