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LifeWealth Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

LifeWealth Investments, LLC

报告期 2026-03-31 · CIK 0002033794

持仓数

141

前50大市值合计

$292.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IWY ISHARES TR

RUS TP200 GR ETF

$32.9M

132,322

11.2%

IWX ISHARES TR

RUS TP200 VL ETF

$21.2M

228,555

7.2%

SCEC CAPITOL SER TR

STERLING CAP ENH

$19.1M

762,957

6.5%

BUFF INNOVATOR ETFS TRUST

LADERD ALCTN PWR

$16.6M

336,877

5.7%

EFV ISHARES TR

EAFE VALUE ETF

$12.0M

160,908

4.1%

IWS ISHARES TR

RUS MDCP VAL ETF

$11.2M

76,894

3.8%

IAU ISHARES GOLD TR

ISHARES NEW

$10.9M

123,121

3.7%

EFG ISHARES TR

EAFE GRWTH ETF

$10.5M

94,310

3.6%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$10.4M

207,963

3.5%

AAPL APPLE INC

COM

$9.8M

38,526

3.3%

IEMG ISHARES INC

CORE MSCI EMKT

$7.8M

111,442

2.7%

SCNM STERLING CAP FDS

NATIONAL MUNI BD

$7.2M

290,988

2.5%

TLT ISHARES TR

20 YR TR BD ETF

$6.9M

80,131

2.4%

IJH ISHARES TR

CORE S&P MCP ETF

$6.8M

100,819

2.3%

PDI PIMCO DYNAMIC INCOME FD

SHS

$6.3M

369,241

2.2%

NVDA NVIDIA CORPORATION

COM

$6.3M

35,847

2.1%

VTWO VANGUARD SCOTTSDALE FDS

VNG RUS2000IDX

$5.8M

57,906

2.0%

VNLA JANUS DETROIT STR TR

HENDRSN SHRT ETF

$5.0M

103,241

1.7%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$5.0M

87,814

1.7%

COWZ PACER FDS TR

US CASH COWS 100

$4.8M

77,118

1.6%

AMZN AMAZON COM INC

COM

$4.3M

20,658

1.5%

MGV VANGUARD WORLD FD

MEGA CAP VAL ETF

$4.3M

29,612

1.5%

SCEP STERLING CAP FDS

CAP HEDGED EQT P

$3.8M

163,093

1.3%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$3.8M

49,080

1.3%

MSFT MICROSOFT CORP

COM

$3.7M

9,929

1.3%

TUA SIMPLIFY EXCHANGE TRADED FUN

SHORT TERM TREA

$3.4M

163,258

1.2%

DJUL FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$3.4M

73,517

1.2%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$3.1M

40,734

1.1%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$3.1M

39,184

1.1%

IWP ISHARES TR

RUS MD CP GR ETF

$3.1M

24,191

1.1%

DFEB FIRST TR EXCHNG TRADED FD VI

FT VEST US

$3.1M

65,363

1.1%

SCMC STERLING CAP FDS

CAPITAL MULTI

$3.0M

118,251

1.0%

SIXO AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$2.9M

86,066

1.0%

GOOGL ALPHABET INC

CAP STK CL A

$2.9M

10,082

1.0%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.6M

4,360

0.9%

DSEP FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$2.5M

56,445

0.8%

QQQE DIREXION SHARES ETF TRUST

NASDAQ 100 EQ WT

$2.4M

24,630

0.8%

OCTW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$1.9M

49,021

0.6%

SMMU PIMCO ETF TR

SHTRM MUN BD ACT

$1.8M

35,056

0.6%

TSLA TESLA INC

COM

$1.7M

4,662

0.6%

SEPW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$1.7M

54,226

0.6%

DAUG FIRST TR EXCHNG TRADED FD VI

FT VEST U.S.

$1.6M

37,583

0.6%

DECU AIM ETF PRODUCTS TRUST

ALLIANZIM US EQU

$1.6M

60,539

0.5%

SLV ISHARES SILVER TR

ISHARES

$1.6M

23,520

0.5%

META META PLATFORMS INC

CL A

$1.6M

2,799

0.5%

AVGO BROADCOM INC

COM

$1.5M

4,994

0.5%

DGRS WISDOMTREE TR

US S CAP QTY DIV

$1.5M

28,328

0.5%

GJAN FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT

$1.5M

35,295

0.5%

MAR MARRIOTT INTL INC NEW

CL A

$1.4M

4,365

0.5%

JULW AIM ETF PRODUCTS TRUST

ALLIANZIM US EQT

$1.2M

31,350

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

IWY11.2%IWX7.2%SCEC6.5%BUFF5.7%EFV4.1%IWS3.8%