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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 45
增持 69
减持 9
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
SCEC
CATERPILLAR INC
+$23.7M
937,364
增持
IWY
ISHARES TR
+$15.4M
188,061
+28%
增持
NVDA
NVIDIA CORPORATION
+$7.4M
92,108
+22%
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
BUFF
INNOVATOR ETFS TRUST
+$5.8M
453,698
+29%
增持
IWS
ISHARES TR
+$5.8M
113,220
+56%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$5.6M
0
-100%
增持
IWX
ISHARES TR
+$5.6M
319,808
+23%
清仓
USIG
ISHARES TR
-$5.3M
0
-100%
增持
USFR
WISDOMTREE TR
+$4.9M
529,750
+23%
增持
EFG
ISHARES TR
+$4.6M
141,369
+25%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$3.7M
0
-100%
增持
IAU
ISHARES GOLD TR
+$3.6M
232,711
+26%
增持
MUB
ISHARES TR
+$3.0M
101,019
+41%
增持
MSFT
MICROSOFT CORP
+$2.9M
18,054
+11%
增持
EFV
ISHARES TR
+$2.8M
254,241
+13%
减持
AMZN
AMAZON COM INC
-$2.7M
17,443
-49%
建仓
—
LISTED FDS TR
+$2.4M
59,962
增持
SPYM
SPDR SERIES TRUST
+$2.2M
142,150
+15%
增持
TLT
ISHARES TR
+$2.2M
130,633
+27%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.0M
53,393
-39%
增持
BILZ
PIMCO ETF TR
+$1.8M
22,504
+424%
增持
META
META PLATFORMS INC
+$1.8M
5,998
+30%
增持
VNLA
JANUS DETROIT STR TR
+$1.8M
223,399
+19%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.7M
57,570
+41%
增持
IWP
ISHARES TR
+$1.7M
50,272
+12%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$1.6M
643,597
+20%
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
-$1.6M
55,142
-48%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
160,858
+21%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$1.5M
295,950
+31%
增持
IEMG
ISHARES INC
+$1.5M
155,364
+7%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.4M
14,036
-64%
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$1.4M
35,140
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.4M
52,262
+50%
增持
AVGO
BROADCOM INC
+$1.4M
10,449
+18%
增持
MGV
VANGUARD WORLD FD
+$1.4M
42,104
+30%
增持
QBER
ELEVATION SERIES TRUST
+$1.3M
122,255
+77%
增持
ONEZ
ELEVATION SERIES TRUST
+$1.3M
59,559
+594%
增持
TSLA
TESLA INC
+$1.3M
9,665
+40%
增持
DSEP
FIRST TR EXCHNG TRADED FD VI
+$1.2M
132,039
+20%
增持
AAPL
APPLE INC
+$1.2M
84,210
+16%
增持
COWZ
PACER FDS TR
+$1.2M
100,935
+27%
增持
SLV
ISHARES SILVER TR
+$1.1M
178,992
+17%
清仓
—
LISTED FD TR
-$1.1M
0
-100%
增持
NFLX
NETFLIX INC
+$1.1M
1,954
+18%
增持
GOOGL
ALPHABET INC
+$1.0M
22,088
+19%
建仓
ORCL
ORACLE CORP
+$1.0M
4,608
减持
VOO
VANGUARD INDEX FDS
-$1.0M
9,898
-23%
清仓
—
LISTED FD TR
-$984.8K
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$983.4K
10,493
+28%
增持
SIXO
AIM ETF PRODUCTS TRUST
+$958.3K
161,459
+16%
增持
QQQE
DIREXION SHS ETF TR
+$953.5K
32,386
+27%
增持
MAR
MARRIOTT INTL INC NEW
+$938.1K
15,840
+11%
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$844.4K
22,211
增持
JANW
AIM ETF PRODUCTS TRUST
+$837.9K
145,167
+14%
增持
DECW
AIM ETF PRODUCTS TRUST
+$827.0K
160,995
+13%
增持
VOE
VANGUARD INDEX FDS
+$781.1K
19,442
+29%
清仓
SCHX
SCHWAB STRATEGIC TR
-$772.7K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$716.5K
3,048
+96%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$714.0K
11,821
-58%
清仓
PNOV
INNOVATOR ETFS TRUST
-$706.7K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$683.4K
6,921
建仓
QQQ
INVESCO QQQ TR
+$660.9K
1,198
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$659.7K
69,191
+30%
建仓
WMT
WALMART INC
+$641.7K
6,563
增持
OCTW
AIM ETF PRODUCTS TRUST
+$594.2K
98,020
+13%
建仓
CRWD
DEERE & CO
+$586.2K
1,151
减持
DJUL
FIRST TR EXCHNG TRADED FD VI
+$585.6K
169,015
-0%
增持
VTI
VANGUARD INDEX FDS
+$583.6K
6,004
+33%
建仓
TROW
PRICE T ROWE GROUP INC
+$563.1K
5,835
建仓
NVBU
AIM ETF PRODUCTS TRUST
+$547.6K
20,606
建仓
OCTU
AIM ETF PRODUCTS TRUST
+$545.4K
20,759
增持
DFEB
FIRST TR EXCHNG TRADED FD VI
+$543.8K
141,086
+3%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$534.6K
0
-100%
建仓
FLJJ
AIM ETF PRODUCTS TRUST
+$534.1K
17,642
建仓
EME
EMCOR GROUP INC
+$524.7K
981
增持
DIS
DISNEY WALT CO
+$524.7K
14,388
+13%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$517.2K
0
-100%
建仓
BIL
SPDR SERIES TRUST
+$501.9K
5,472
清仓
—
LISTED FD TR
-$498.1K
0
-100%
增持
—
EXXON MOBIL CORP
+$497.7K
9,759
+109%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$495.3K
1,843
+145%
清仓
ETR
ENTERGY CORP NEW
-$491.3K
0
-100%
建仓
SPYC
SIMPLIFY EXCHANGE TRADED FUN
+$487.0K
11,786
建仓
FERG
FERGUSON ENTERPRISES INC
+$478.4K
2,197
建仓
—
LISTED FDS TR
+$478.1K
11,406
增持
IVV
ISHARES TR
+$477.0K
4,114
+11%
建仓
CTAS
CINTAS CORP
+$476.5K
2,138
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$476.2K
6,904
+25%
增持
QCOM
QUALCOMM INC
+$474.8K
4,542
+181%
建仓
SPUC
SIMPLIFY EXCHANGE TRADED FUN
+$469.8K
10,507
清仓
LNT
ALLIANT ENERGY CORP
-$465.2K
0
-100%
建仓
MARM
FIRST TR EXCHNG TRADED FD VI
+$461.8K
14,376
清仓
—
LISTED FD TR
-$457.6K
0
-100%
建仓
LAZ
LAZARD INC
+$455.7K
9,498
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$451.0K
1,113
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$447.8K
8,484
清仓
—
LISTED FD TR
-$446.0K
0
-100%
建仓
UI
UBIQUITI INC
+$445.8K
1,083
建仓
LECO
LINCOLN ELEC HLDGS INC
+$436.0K
2,103
建仓
VEEV
VEEVA SYS INC
+$435.4K
1,512
建仓
IDEV
ISHARES TR
+$423.0K
5,563
建仓
VLO
VALERO ENERGY CORP
+$419.8K
3,123
建仓
HWM
HOWMET AEROSPACE INC
+$418.6K
2,249
清仓
NI
NISOURCE INC
-$417.8K
0
-100%
增持
V
VISA INC
+$416.8K
4,672
+32%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$415.7K
13,532
-47%
建仓
CVS
CVS HEALTH CORP
+$415.4K
6,022
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$414.8K
10,482
清仓
DVY
ISHARES TR
-$402.9K
0
-100%
建仓
ORI
OLD REP INTL CORP
+$391.8K
10,192
清仓
NRG
NRG ENERGY INC
-$388.3K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$386.5K
9,678
+38%
建仓
PNW
PINNACLE WEST CAP CORP
+$372.7K
4,166
建仓
ES
EVERSOURCE ENERGY
+$372.6K
5,857
增持
GE
GE AEROSPACE
+$370.9K
3,754
+26%
建仓
EXC
EXELON CORP
+$369.1K
8,500
建仓
GIS
GENERAL MLS INC
+$365.0K
7,045
清仓
NEM
NEWMONT CORP
-$355.6K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$349.4K
1,335
+22%
建仓
—
BUNGE GLOBAL SA
+$339.2K
4,225
增持
—
SPOTIFY TECHNOLOGY S A
+$338.1K
1,113
+19%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$337.0K
85,073
-15%
建仓
—
SMURFIT WESTROCK PLC
+$333.8K
7,735
清仓
WSO
WATSCO INC
-$325.6K
0
-100%
建仓
GPC
GENUINE PARTS CO
+$324.6K
2,676
建仓
WFC
WELLS FARGO CO NEW
+$322.9K
4,030
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$322.6K
55,341
+11%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$321.0K
4,308
清仓
UNM
UNUM GROUP
-$314.5K
0
-100%
清仓
—
INVESCO LTD
-$314.4K
0
-100%
增持
BAC
BANK AMERICA CORP
+$313.6K
14,871
+59%
增持
CVX
CHEVRON CORP NEW
+$298.6K
4,643
+112%
增持
WDIV
SPDR INDEX SHS FDS
+$297.8K
20,846
+16%
增持
PFE
PFIZER INC
+$295.5K
28,583
+82%
增持
ISRG
INTUITIVE SURGICAL INC
+$290.6K
913
+120%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$289.7K
0
-100%
增持
CRM
SALESFORCE INC
+$288.4K
2,054
+103%
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$287.9K
23,520
清仓
—
INTERPUBLIC GROUP COS INC
-$280.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$268.2K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$262.5K
2,813
增持
UAPR
INNOVATOR ETFS TRUST
+$261.7K
21,808
+55%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$259.6K
0
-100%
清仓
FHN
FIRST HORIZON CORPORATION
-$256.0K
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$254.3K
0
-100%
增持
GOOG
ALPHABET INC
+$253.7K
9,247
+4%
增持
—
LYONDELLBASELL INDUSTRIES N
+$253.5K
8,441
+153%
增持
—
TIMOTHY PLAN
+$247.6K
25,906
+47%
建仓
CSCO
CINTAS CORP
+$247.1K
3,561
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$246.1K
76,488
+7%
