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

22Q4 调仓2022-09-30 → 2022-12-31 · 共 30 项建仓 5增持 25

方向

标的

Δ市值

现股数(环比)

增持

VNQ VANGUARD REAL ESTATE ETF

+$43.9M

993,288 +110%

增持

SCHP SCHWAB US TIPS ETF

+$22.6M

908,774 +92%

增持

IEF ISHARES 7-10 YEAR TREASURY BOND ETF

+$18.1M

406,416 +87%

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。

VTI VANGUARD TOTAL STOCK MARKET ETF

增持

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+$7.4M

223,732 +312%

增持

STIP ISHARES 0-5 YEAR TIPS BOND ETF

+$3.2M

46,932 +237%

增持

VWO VANGUARD FTSE EMERGING MARKETS ETF

+$1.9M

59,390 +467%

建仓

SPTI SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

+$1.8M

64,412

增持

VOO VANGUARD S&P 500 ETF

+$1.7M

8,236 +118%

增持

SPXL DIREXION DAILY S&P 500 BULL 3X SHARES

+$1.5M

41,202 +101%

增持

SHY ISHARES 1-3 YEAR TREASURY BOND ETF

+$1.3M

32,162 +92%

增持

DRN DIREXION DAILY REAL ESTATE BULL 3X SHARES

+$1.1M

208,400 +117%

增持

— DIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES

+$1.1M

263,064 +155%

增持

UPS UNITED PARCEL SERVICE INC CL B

+$940.1K

10,188 +98%

增持

LNKB LINKBANCORP INC COM

+$850.0K

151,760 +100%

增持

EURL DIREXION DAILY FTSE EUROPE BULL 3X SHARES

+$745.8K

80,958 +35%

增持

SPY SPDR S&P 500 ETF TRUST

+$649.4K

3,280 +94%

建仓

LTPZ PIMCO 15 YEAR US TIPS INDEX ETF

+$603.8K

10,368

增持

IBM INTERNATIONAL BUSINESS MACHS COM

+$580.0K

7,090 +101%

增持

HSY HERSHEY CO COM

+$561.5K

4,618 +101%

增持

VO VANGUARD MID-CAP ETF

+$542.0K

4,936 +100%

建仓

SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF

+$524.5K

18,066

建仓

PPL PPL CORP COM

+$418.9K

14,338

建仓

SCHH SCHWAB U.S. REIT ETF

+$404.0K

20,946

增持

VB VANGUARD SMALL-CAP ETF

+$387.7K

3,954 +100%

增持

EDC DIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES

+$344.7K

21,222 +79%

增持

CSL CARLISLE COS INC COM

+$306.5K

3,210 +100%

增持

TNA DIREXION DAILY SMALL CAP BULL 3X SHARES

+$297.3K

16,412 +112%

增持

BIBL INSPIRE 100 ETF

+$281.8K

17,794 +97%

增持

— SIRIUS XM HOLDINGS INC COM

+$63.1K

21,074 +100%