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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 25
增持 73
减持 30
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
IWY
ISHARES TR
+$8.7M
201,325
+7%
建仓
SIXP
AIM ETF PRODUCTS TRUST
+$8.3M
268,568
增持
AMZN
AMAZON COM INC
+$6.0M
44,925
+158%
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
NVDA
NVIDIA CORPORATION
+$5.8M
125,338
+36%
清仓
SIXO
AIM ETF PRODUCTS TRUST
-$5.3M
0
-100%
建仓
DECU
AIM ETF PRODUCTS TRUST
+$4.6M
172,675
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$4.5M
143,607
减持
JANW
AIM ETF PRODUCTS TRUST
-$4.5M
17,103
-88%
增持
IWX
ISHARES TR
+$4.4M
356,616
+12%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$3.9M
90,881
+58%
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$3.6M
0
-100%
增持
SCEC
CAPITOL SER TR
+$3.5M
1,067,657
+14%
建仓
JULW
AIM ETF PRODUCTS TRUST
+$3.3M
85,890
减持
AAPL
APPLE INC
+$3.3M
80,730
-4%
减持
IWP
ISHARES TR
-$2.9M
28,417
-43%
建仓
SEPZ
ELEVATION SERIES TRUST
+$2.6M
61,500
增持
IAU
ISHARES GOLD TR
+$2.6M
234,969
+1%
增持
EFV
ISHARES TR
+$2.2M
270,279
+6%
增持
IWS
ISHARES TR
+$2.1M
122,439
+8%
增持
MSFT
MICROSOFT CORP
+$2.1M
21,425
+19%
增持
IEMG
ISHARES INC
+$2.0M
171,759
+11%
增持
SLV
ISHARES SILVER TR
+$1.8M
180,078
+1%
增持
EFG
ISHARES TR
+$1.7M
153,573
+9%
清仓
JANT
AIM ETF PRODUCTS TRUST
-$1.5M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.5M
22,294
+1%
清仓
OCTT
AIM ETF PRODUCTS TRUST
-$1.5M
0
-100%
增持
QBER
ELEVATION SERIES TRUST
+$1.5M
183,717
+50%
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
-$1.5M
12,258
-78%
增持
BUFF
INNOVATOR ETFS TRUST
+$1.5M
466,889
+3%
清仓
SIXD
AIM ETF PRODUCTS TRUST
-$1.4M
0
-100%
增持
ONEZ
ELEVATION SERIES TRUST
+$1.3M
106,605
+79%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$1.3M
31,380
清仓
QBUL
ELEVATION SERIES TRUST
-$1.2M
0
-100%
减持
TSLA
TESLA INC
+$1.2M
9,612
-1%
建仓
DECZ
ELEVATION SERIES TRUST
+$1.2M
28,346
减持
—
LISTED FDS TR
-$1.1M
30,730
-49%
增持
BILZ
PIMCO ETF TR
+$1.1M
33,146
+47%
增持
MUB
ISHARES TR
+$1.0M
108,637
+8%
减持
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$1.0M
20,830
-78%
建仓
SEPT
AIM ETF PRODUCTS TRUST
+$945.8K
27,438
清仓
SIXJ
AIM ETF PRODUCTS TRUST
-$876.7K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$854.0K
0
-100%
增持
USFR
WISDOMTREE TR
+$741.3K
544,918
+3%
增持
AVGO
BROADCOM INC
+$731.1K
10,946
+5%
清仓
QCOM
QUALCOMM INC
-$723.2K
0
-100%
增持
HD
HOME DEPOT INC
+$685.3K
4,205
+51%
增持
GOOG
ALPHABET INC
+$660.4K
9,447
+2%
增持
APH
AMPHENOL CORP NEW
+$658.5K
10,844
+57%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$612.1K
647,533
+1%
清仓
—
LISTED FDS TR
-$604.9K
0
-100%
清仓
FTNT
FORTINET INC
-$603.6K
0
-100%
清仓
CRWD
DEERE & CO
-$586.2K
0
-100%
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$585.8K
113,408
-14%
建仓
AWI
ARMSTRONG WORLD INDS INC NEW
+$578.2K
2,950
建仓
—
LISTED FDS TR
+$577.0K
14,163
清仓
CRM
SALESFORCE INC
-$560.2K
0
-100%
建仓
TPHD
TIMOTHY PLAN
+$558.7K
14,204
清仓
NVBU
AIM ETF PRODUCTS TRUST
-$547.6K
0
-100%
清仓
OCTU
AIM ETF PRODUCTS TRUST
-$545.4K
0
-100%
清仓
FLJJ
AIM ETF PRODUCTS TRUST
-$534.1K
0
-100%
清仓
FAPR
FIRST TR EXCHNG TRADED FD VI
-$522.3K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$503.0K
4,471
增持
COST
COSTCO WHSL CORP NEW
+$493.6K
1,942
+47%
清仓
—
LISTED FDS TR
-$478.1K
0
-100%
清仓
SPUC
SIMPLIFY EXCHANGE TRADED FUN
-$469.8K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$454.6K
5,950
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$448.3K
58,512
+42%
建仓
DUOL
DUOLINGO INC
+$446.7K
1,388
清仓
UI
UBIQUITI INC
-$445.8K
0
-100%
建仓
—
DUPONT DE NEMOURS INC
+$444.5K
5,706
增持
COWZ
PACER FDS TR
+$441.8K
104,460
+3%
建仓
BLK
BLACKROCK INC
+$436.7K
375
建仓
IWD
ISHARES TR
+$436.1K
2,142
清仓
VEEV
VEEVA SYS INC
-$435.4K
0
-100%
增持
TLT
ISHARES TR
+$432.9K
133,840
+2%
增持
MGV
VANGUARD WORLD FD
+$427.9K
43,211
+3%
建仓
DVY
ISHARES TR
+$426.3K
3,000
建仓
IVW
ISHARES TR
+$420.7K
3,486
清仓
HWM
HOWMET AEROSPACE INC
-$418.6K
0
-100%
增持
JULU
AIM ETF PRODUCTS TRUST
+$354.5K
44,071
+30%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$337.8K
7,011
+2%
减持
DJUL
FIRST TR EXCHNG TRADED FD VI
-$325.7K
153,814
-9%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$319.5K
312,723
+6%
增持
DECW
AIM ETF PRODUCTS TRUST
+$317.2K
163,803
+2%
增持
IVV
ISHARES TR
+$314.2K
4,286
+4%
增持
—
TIMOTHY PLAN
+$304.8K
36,224
+40%
减持
DIS
DISNEY WALT CO
-$284.6K
13,097
-9%
增持
CAT
CATERPILLAR INC
+$282.3K
1,140
+69%
增持
VOE
VANGUARD INDEX FDS
+$277.0K
19,901
+2%
增持
GE
GE AEROSPACE
+$275.4K
4,128
+10%
减持
VOO
VANGUARD INDEX FDS
+$272.2K
9,626
-3%
增持
DAPR
FIRST TR EXCHNG TRADED FD VI
+$268.9K
35,844
+21%
增持
LMT
LOCKHEED MARTIN CORP
+$265.9K
3,361
+10%
增持
UBER
UBER TECHNOLOGIES INC
+$262.9K
5,362
+91%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$251.7K
70,824
+2%
建仓
BOND
PIMCO ETF TR
+$239.3K
2,563
减持
ANET
ARISTA NETWORKS INC
+$234.8K
6,165
-5%
建仓
SGOV
ISHARES TR
+$231.9K
2,303
增持
NFLX
NETFLIX INC
-$224.9K
1,994
+2%
建仓
FDIS
FIDELITY COVINGTON TRUST
+$224.6K
2,183
减持
IDEV
ISHARES TR
-$213.2K
2,617
-53%
建仓
IWO
ISHARES TR
+$211.5K
661
建仓
LRCX
LAM RESEARCH CORP
+$210.9K
1,575
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
+$209.6K
139,854
-1%
建仓
MDYG
SPDR SERIES TRUST
+$201.5K
2,201
增持
DGRS
WISDOMTREE TR
+$192.4K
35,996
+4%
减持
ORCL
ORACLE CORP
+$188.8K
4,255
-8%
增持
VOT
VANGUARD INDEX FDS
+$188.3K
10,798
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$181.2K
1,414
+6%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$180.7K
56,399
+6%
增持
QQQE
DIREXION SHS ETF TR
+$180.1K
33,107
+2%
增持
ABBV
ABBVIE INC
+$176.2K
3,493
+2%
增持
EIX
EDISON INTL
+$172.3K
12,590
+24%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$155.1K
79,110
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$139.5K
162,597
+1%
减持
VTI
VANGUARD INDEX FDS
+$137.0K
5,978
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$135.7K
53,678
+3%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
+$135.3K
79,864
-0%
增持
VNLA
JANUS DETROIT STR TR
+$134.8K
225,728
+1%
减持
V
VISA INC
-$132.2K
4,471
-4%
增持
META
META PLATFORMS INC
+$131.3K
6,208
+4%
增持
WMT
WALMART INC
+$118.2K
7,374
+12%
增持
VLO
VALERO ENERGY CORP
+$117.2K
3,154
+1%
增持
EME
EMCOR GROUP INC
+$117.0K
988
+1%
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$115.9K
10,166
-23%
增持
CVX
CHEVRON CORP NEW
+$114.4K
5,018
+8%
减持
PM
PHILIP MORRIS INTL INC
-$113.7K
4,466
-3%
增持
FERG
FERGUSON ENTERPRISES INC
+$113.0K
2,634
+20%
增持
CLOI
VANECK ETF TRUST
+$111.4K
13,234
+18%
增持
CASY
CASEYS GEN STORES INC
+$110.8K
1,716
+2%
减持
MO
ALTRIA GROUP INC
+$107.5K
15,604
-1%
增持
DE
DEERE & CO
-$101.4K
2,166
+1%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$98.8K
30,776
-11%
减持
—
LYONDELLBASELL INDUSTRIES N
-$93.0K
8,064
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$92.1K
9,806
+1%
增持
BAC
BANK AMERICA CORP
+$91.5K
15,413
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$90.0K
1,116
+0%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$88.6K
17,866
-17%
增持
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$86.5K
23,560
+6%
减持
SPYM
SPDR SERIES TRUST
+$86.1K
132,998
-6%
增持
QQQ
INVESCO QQQ TR
+$80.0K
1,234
+3%
增持
CVS
CVS HEALTH CORP
+$77.0K
6,532
+8%
增持
FE
FIRSTENERGY CORP
+$76.5K
9,660
+6%
减持
NEE
NEXTERA ENERGY INC
+$70.6K
11,678
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$67.9K
1,646
-11%
增持
PG
PROCTER AND GAMBLE CO
-$67.1K
14,469
+1%
减持
INTU
INTUIT
-$63.7K
586
-1%
增持
ES
EVERSOURCE ENERGY
+$63.7K
6,133
+5%
减持
CFG
CITIZENS FINL GROUP INC
+$63.1K
9,857
-4%
减持
JNJ
JOHNSON & JOHNSON
+$60.6K
2,183
-3%
