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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 23 项建仓 1增持 15减持 5清仓 2

方向

标的

Δ市值

现股数(环比)

增持

VNQ VANGUARD REAL ESTATE ETF

-$3.1M

474,080 +5%

增持

SCHP SCHWAB US TIPS ETF

-$1.2M

472,473 +3%

清仓

TIP ISHARES TIPS BOND ETF

-$643.0K

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

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

-$590.0K

216,924 +4%

建仓

LNKB LINKBANCORP INC COM

+$569.0K

75,880

减持

SPXL DIREXION DAILY S&P 500 BULL 3X SHARES

-$484.0K

20,480 -15%

清仓

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

-$422.0K

0 -100%

减持

— DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES

-$405.0K

103,180 -0%

增持

DRN DIREXION DAILY REAL ESTATE BULL 3X SHARES

-$344.0K

95,866 +10%

增持

EURL DIREXION DAILY FTSE EUROPE BULL 3X SHARES

-$254.0K

60,168 +13%

增持

VTI VANGUARD TOTAL STOCK MARKET ETF

-$173.0K

23,272 +1%

增持

CSL CARLISLE COS INC COM

+$168.0K

1,606 +36%

增持

VOO VANGUARD S&P 500 ETF

+$160.0K

3,786 +21%

增持

IBM INTERNATIONAL BUSINESS MACHS COM

+$157.0K

3,524 +90%

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-$156.0K

54,300 +4%

增持

EDC DIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES

-$118.0K

11,886 +12%

减持

TNA DIREXION DAILY SMALL CAP BULL 3X SHARES

-$99.0K

7,750 -21%

减持

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

-$54.0K

16,721 -2%

增持

STIP ISHARES 0-5 YEAR TIPS BOND ETF

-$50.0K

13,916 +2%

减持

— SIRIUS XM HOLDINGS INC COM

-$47.0K

10,537 -40%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$33.0K

10,475 +5%

增持

HSY HERSHEY CO COM

+$13.0K

2,303 +0%

增持

BIBL INSPIRE 100 ETF

+$0

9,041 +5%