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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
$292.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 49
增持 93
减持 1
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IWY
ISHARES TR
+$21.1M
146,627
+250%
建仓
BUFF
INNOVATOR ETFS TRUST
+$15.5M
351,233
增持
IWX
ISHARES TR
+$15.5M
259,771
+250%
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
USFR
WISDOMTREE TR
+$15.4M
431,394
+242%
增持
EFV
ISHARES TR
+$10.3M
225,898
+292%
增持
AAPL
APPLE INC
+$9.9M
72,329
+194%
增持
EFG
ISHARES TR
+$8.3M
112,800
+267%
增持
IAU
ISHARES GOLD TR
+$8.0M
185,381
+209%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$7.6M
536,811
+223%
增持
IWS
ISHARES TR
+$6.5M
72,627
+256%
增持
SPYM
SPDR SER TR
+$5.8M
123,376
+269%
增持
VNLA
JANUS DETROIT STR TR
+$5.8M
187,811
+165%
增持
TLT
ISHARES TR
+$5.7M
102,737
+147%
增持
IEMG
ISHARES INC
+$5.6M
144,767
+248%
增持
VOO
VANGUARD INDEX FDS
+$5.5M
12,893
+545%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.2M
132,952
+223%
增持
MUB
ISHARES TR
+$5.2M
71,894
+218%
建仓
COWZ
PACER FDS TR
+$4.4M
79,476
增持
DJUL
FIRST TR EXCHNG TRADED FD VI
+$4.2M
169,251
+165%
增持
NVDA
NVIDIA CORPORATION
+$4.0M
75,554
+219%
减持
UAPR
INNOVATOR ETFS TRUST
-$3.9M
14,096
-90%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$3.9M
120,595
+220%
增持
USIG
ISHARES TR
+$3.7M
103,988
+218%
增持
IWP
ISHARES TR
+$3.6M
44,951
+234%
增持
AMZN
AMAZON COM INC
+$3.5M
34,363
+152%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.5M
87,917
+208%
增持
SLV
ISHARES SILVER TR
+$3.5M
152,982
+224%
增持
DFEB
FIRST TR EXCHNG TRADED FD VI
+$3.4M
136,534
+153%
增持
MSFT
MICROSOFT CORP
+$3.3M
16,304
+144%
增持
SIXO
AIM ETF PRODUCTS TRUST
+$3.2M
138,937
+281%
增持
DECW
AIM ETF PRODUCTS TRUST
+$3.1M
142,226
+259%
增持
JANW
AIM ETF PRODUCTS TRUST
+$3.0M
127,473
+257%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$3.0M
226,337
+145%
增持
DSEP
FIRST TR EXCHNG TRADED FD VI
+$2.8M
110,010
+187%
增持
MGV
VANGUARD WORLD FD
+$2.8M
32,296
+199%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$2.6M
100,037
+218%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.6M
63,110
+228%
增持
GDEC
FIRST TR EXCHNG TRADED FD VI
+$2.5M
105,685
+273%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$2.2M
86,375
+266%
增持
MAR
MARRIOTT INTL INC NEW
+$2.2M
14,230
+230%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$2.1M
40,795
+213%
建仓
VOT
VANGUARD INDEX FDS
+$2.0M
8,178
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.8M
34,729
+199%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.8M
53,174
增持
SMMU
PIMCO ETF TR
+$1.8M
70,112
+100%
增持
META
META PLATFORMS INC
+$1.7M
4,607
+193%
增持
GOOGL
ALPHABET INC
+$1.6M
18,636
+180%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.6M
38,841
+230%
增持
QQQE
DIREXION SHS ETF TR
+$1.5M
25,581
+211%
增持
IVV
ISHARES TR
+$1.4M
3,697
+216%
建仓
DGRS
WISDOMTREE TR
+$1.4M
29,267
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$1.4M
54,272
+183%
增持
GJAN
FIRST TR EXCHNG TRADED FD VI
+$1.3M
78,746
+88%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
49,926
+109%
增持
QBER
ELEVATION SERIES TRUST
+$1.2M
68,927
+245%
建仓
DJAN
FIRST TR EXCHNG TRADED FD VI
+$1.2M
30,900
增持
NFLX
NETFLIX INC
+$1.1M
1,659
+248%
增持
VOE
VANGUARD INDEX FDS
+$1.1M
15,050
+83%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
12,204
+103%
建仓
XFEB
FIRST TR EXCHNG TRADED FD VI
+$1.0M
32,294
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.0M
71,558
+137%
增持
PMAR
INNOVATOR ETFS TRUST
+$1.0M
50,410
+100%
建仓
—
LISTED FD TR
+$984.8K
26,369
增持
DIS
DISNEY WALT CO
+$971.3K
12,761
+393%
增持
TSLA
TESLA INC
+$947.4K
6,916
+231%
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$941.3K
25,580
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$890.6K
28,438
+228%
增持
JANT
AIM ETF PRODUCTS TRUST
+$884.6K
40,369
+173%
增持
CMF
ISHARES TR
+$873.8K
31,612
+100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$866.5K
0
-100%
增持
OCTT
AIM ETF PRODUCTS TRUST
+$863.1K
37,117
+174%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$853.4K
49,650
+217%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$849.4K
80,361
+362%
增持
V
VISA INC
+$843.8K
3,543
+181%
增持
SIXD
AIM ETF PRODUCTS TRUST
+$829.3K
50,230
+173%
增持
WDIV
SPDR INDEX SHS FDS
+$810.9K
18,011
+209%
增持
—
LISTED FD TR
+$776.7K
30,995
+243%
建仓
SCHX
SCHWAB STRATEGIC TR
+$772.7K
34,995
增持
QBUL
ELEVATION SERIES TRUST
+$757.4K
42,260
+256%
建仓
JULU
AIM ETF PRODUCTS TRUST
+$740.4K
29,024
增持
COST
COSTCO WHSL CORP NEW
+$724.7K
1,207
+165%
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$709.0K
23,678
建仓
PNOV
INNOVATOR ETFS TRUST
+$706.7K
18,988
增持
AVGO
BROADCOM INC
+$702.6K
8,861
+163%
增持
LLY
ELI LILLY & CO
+$699.5K
1,276
+178%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$671.5K
22,616
增持
DNOV
FIRST TR EXCHNG TRADED FD VI
+$665.4K
32,484
+100%
增持
DECT
AIM ETF PRODUCTS TRUST
+$660.7K
34,028
+175%
建仓
ABBV
ABBVIE INC
+$646.2K
3,084
建仓
CASY
CASEYS GEN STORES INC
+$642.8K
1,481
建仓
CLOI
VANECK ETF TRUST
+$630.2K
11,927
增持
HD
HOME DEPOT INC
+$616.6K
2,766
+171%
增持
VYM
VANGUARD WHITEHALL FDS
+$610.7K
7,007
+205%
增持
DIV
GLOBAL X FDS
+$605.6K
47,102
+201%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$597.0K
33,289
+239%
建仓
GE
GE AEROSPACE
+$595.6K
2,975
建仓
GS
GOLDMAN SACHS GROUP INC
+$595.5K
1,090
增持
VTI
VANGUARD INDEX FDS
+$586.8K
4,516
+100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$579.2K
0
-100%
增持
DE
DEERE & CO
+$560.7K
2,148
+103%
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$553.8K
14,322
建仓
MSI
MOTOROLA SOLUTIONS INC
+$534.6K
1,221
建仓
NBOS
NEUBERGER BERMAN ETF TRUST
+$525.9K
20,560
建仓
—
SPOTIFY TECHNOLOGY S A
+$515.9K
938
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$509.2K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$504.8K
1,407
+178%
建仓
—
LISTED FD TR
+$498.1K
14,967
增持
GOOG
ALPHABET INC
+$491.8K
8,876
+89%
建仓
—
LISTED FD TR
+$490.2K
12,907
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$483.9K
3,756
+83%
建仓
ANGL
VANECK ETF TRUST
+$473.8K
16,416
增持
EDIV
SPDR INDEX SHS FDS
+$472.4K
20,384
+182%
增持
MO
ALTRIA GROUP INC
+$467.6K
16,930
+61%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$465.0K
5,509
建仓
FTNT
FORTINET INC
+$462.7K
4,807
建仓
—
LISTED FD TR
+$457.6K
11,409
建仓
—
LISTED FD TR
+$446.0K
13,549
建仓
—
TIMOTHY PLAN
+$445.8K
17,572
建仓
QUAL
ISHARES TR
+$438.2K
2,564
增持
PM
PHILIP MORRIS INTL INC
+$415.0K
4,851
+64%
建仓
DVY
ISHARES TR
+$402.9K
3,000
增持
XCHYX
CALAMOS CONV & HIGH INCOME F
+$400.8K
58,246
+277%
增持
T
AT&T INC
+$375.4K
27,646
+55%
清仓
VPL
VANGUARD INTL EQUITY INDEX F
-$364.7K
0
-100%
建仓
INTU
INTUIT
+$357.3K
582
建仓
NEM
NEWMONT CORP
+$355.6K
7,365
建仓
DTE
DTE ENERGY CO
+$337.7K
2,442
建仓
FE
FIRSTENERGY CORP
+$329.1K
8,141
增持
DAPR
FIRST TR EXCHNG TRADED FD VI
+$327.6K
24,894
+55%
建仓
OMC
OMNICOM GROUP INC
+$324.1K
3,909
清仓
PSEP
INNOVATOR ETFS TRUST
-$321.6K
0
-100%
建仓
UNM
UNUM GROUP
+$314.5K
3,861
增持
NEE
NEXTERA ENERGY INC
+$300.3K
9,274
+86%
清仓
NOW
SERVICENOW INC
-$300.0K
0
-100%
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$289.7K
4,451
增持
ANET
ARISTA NETWORKS INC
+$282.6K
6,480
+226%
清仓
SMAX
ISHARES TR
-$282.6K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$281.9K
15,068
+50%
建仓
—
INTERPUBLIC GROUP COS INC
+$280.0K
10,309
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$274.8K
2,860
+100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$259.6K
3,056
建仓
PYLD
PIMCO ETF TR
+$256.1K
9,720
建仓
FHN
FIRST HORIZON CORPORATION
+$256.0K
13,180
建仓
BEN
FRANKLIN RESOURCES INC
+$254.3K
13,211
增持
FAPR
FIRST TR EXCHNG TRADED FD VI
+$250.6K
12,380
+100%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$249.3K
2,955
建仓
QCOM
QUALCOMM INC
+$248.4K
1,617
增持
AEP
AMERICAN ELEC PWR CO INC
+$245.6K
4,734
+61%
建仓
SON
SONOCO PRODS CO
+$243.5K
5,154
建仓
—
LYONDELLBASELL INDUSTRIES N
+$234.9K
3,337
