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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 7
增持 1
减持 94
清仓 48
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR
-$26.4M
20,029
-96%
减持
IWY
ISHARES TR
-$24.8M
109,527
-46%
减持
NVDA
NVIDIA CORPORATION
-$14.0M
33,918
-73%
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。
减持
IWX
ISHARES TR
-$13.5M
193,770
-46%
减持
SCEC
CAPITOL SER TR
-$12.5M
579,107
-46%
减持
AAPL
APPLE INC
-$10.2M
37,937
-53%
减持
BUFF
INNOVATOR ETFS TRUST
-$9.5M
266,849
-43%
建仓
VTIP
VANGUARD MALVERN FDS
+$8.8M
178,203
清仓
SIXP
AIM ETF PRODUCTS TRUST
-$8.3M
0
-100%
减持
EFV
ISHARES TR
-$8.0M
144,065
-47%
减持
EFG
ISHARES TR
-$8.0M
83,165
-46%
减持
IAU
ISHARES GOLD TR
-$8.0M
112,495
-52%
减持
IWS
ISHARES TR
-$7.7M
66,557
-46%
减持
PDI
PIMCO DYNAMIC INCOME FD
-$6.9M
335,156
-48%
减持
VNLA
JANUS DETROIT STR TR
-$6.3M
97,935
-57%
减持
MSFT
MICROSOFT CORP
-$6.2M
10,051
-53%
减持
TLT
ISHARES TR
-$5.9M
69,212
-48%
减持
SPYM
SPDR SERIES TRUST
-$5.6M
60,164
-55%
建仓
IJH
ISHARES TR
+$5.4M
82,344
减持
MUB
ISHARES TR
-$5.2M
59,492
-45%
减持
AMZN
AMAZON COM INC
-$5.2M
20,366
-55%
减持
DECW
AIM ETF PRODUCTS TRUST
-$5.2M
7,370
-96%
减持
IEMG
ISHARES INC
-$5.0M
94,658
-45%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$4.7M
80,067
-51%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$4.0M
49,293
-46%
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$4.0M
114,193
减持
DJUL
FIRST TR EXCHNG TRADED FD VI
-$3.7M
73,159
-52%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$3.5M
153,042
-51%
清仓
VOE
VANGUARD INDEX FDS
-$3.5M
0
-100%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$3.3M
68,120
-51%
减持
VOO
VANGUARD INDEX FDS
-$3.2M
4,309
-55%
清仓
VOT
VANGUARD INDEX FDS
-$3.2M
0
-100%
减持
MAR
MARRIOTT INTL INC NEW
-$2.9M
4,366
-77%
减持
QBER
ELEVATION SERIES TRUST
-$2.9M
67,077
-63%
减持
META
META PLATFORMS INC
-$2.7M
2,752
-56%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$2.7M
0
-100%
减持
SLV
ISHARES SILVER TR
-$2.6M
77,312
-57%
减持
BILZ
PIMCO ETF TR
-$2.6M
7,946
-76%
减持
MGV
VANGUARD WORLD FD
-$2.5M
24,448
-43%
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$2.5M
56,548
-50%
减持
GOOGL
ALPHABET INC
-$2.4M
9,586
-57%
减持
DECU
AIM ETF PRODUCTS TRUST
-$2.4M
82,193
-52%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$2.4M
66,553
-54%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$2.3M
60,254
减持
TSLA
TESLA INC
-$2.2M
4,584
-52%
减持
COWZ
PACER FDS TR
-$2.2M
63,007
-40%
增持
NFLX
NETFLIX INC
-$1.9M
5,444
+173%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$1.9M
37,714
-54%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.8M
30,870
-42%
减持
IWP
ISHARES TR
-$1.8M
16,261
-43%
减持
GJAN
FIRST TR EXCHNG TRADED FD VI
-$1.8M
35,295
-56%
减持
AVGO
BROADCOM INC
-$1.8M
5,218
-52%
减持
SMMU
PIMCO ETF TR
-$1.8M
35,056
-50%
减持
JULW
AIM ETF PRODUCTS TRUST
-$1.7M
39,689
-54%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.7M
27,481
-51%
减持
ONEZ
ELEVATION SERIES TRUST
-$1.5M
50,317
-53%
减持
IVV
ISHARES TR
-$1.5M
2,035
-53%
减持
QQQE
DIREXION SHS ETF TR
-$1.4M
18,928
-43%
减持
SEPZ
ELEVATION SERIES TRUST
-$1.4M
28,555
-54%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
6,051
-58%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.3M
22,306
-54%
清仓
—
LISTED FDS TR
-$1.3M
0
-100%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
减持
HD
HOME DEPOT INC
-$1.1M
1,640
-61%
减持
PMAR
INNOVATOR ETFS TRUST
-$1.1M
25,205
-50%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$1.1M
39,300
-50%
减持
VTI
VANGUARD INDEX FDS
-$1.0M
2,753
-54%
清仓
MO
ALTRIA GROUP INC
-$1.0M
0
-100%
清仓
—
TIMOTHY PLAN
-$998.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$998.1K
928
-52%
减持
DIS
DISNEY WALT CO
-$949.1K
4,838
-63%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$925.0K
21,084
-51%
减持
LMT
LOCKHEED MARTIN CORP
-$911.7K
1,584
-53%
减持
V
VISA INC
-$897.8K
1,792
-60%
减持
CMF
ISHARES TR
-$894.9K
15,806
-50%
减持
GOOG
ALPHABET INC
-$879.3K
4,530
-52%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$855.6K
2,382
-66%
减持
ORCL
ORACLE CORP
-$851.2K
1,771
-58%
减持
WDIV
SPDR INDEX SHS FDS
-$787.1K
9,823
-53%
清仓
CVX
CHEVRON CORP NEW
-$779.2K
0
-100%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$765.3K
25,163
-53%
减持
ICLO
INVESCO ACTIVELY MANAGED EXC
-$762.6K
28,802
-51%
清仓
PFE
PFIZER INC
-$750.1K
0
-100%
减持
GE
GE AEROSPACE
-$728.7K
1,666
-60%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$727.7K
16,242
-50%
清仓
PM
PHILIP MORRIS INTL INC
-$724.5K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$721.7K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$704.3K
4,724
-52%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$697.7K
18,525
-47%
清仓
EIX
EDISON INTL
-$696.0K
0
-100%
减持
DAPR
FIRST TR EXCHNG TRADED FD VI
-$691.8K
17,614
-51%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$680.3K
14,206
-54%
清仓
T
AT&T INC
-$658.2K
0
-100%
减持
JULU
AIM ETF PRODUCTS TRUST
-$656.5K
21,306
-52%
建仓
BND
VANGUARD BD INDEX FDS
+$652.7K
8,812
减持
—
EXXON MOBIL CORP
-$646.1K
3,299
-64%
清仓
JPM
JPMORGAN CHASE & CO.
-$640.5K
0
-100%
建仓
JANZ
ELEVATION SERIES TRUST
+$626.1K
16,431
减持
DGRS
WISDOMTREE TR
-$622.6K
23,710
-34%
减持
DECZ
ELEVATION SERIES TRUST
-$621.9K
13,236
-53%
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$621.8K
16,050
清仓
TROW
PRICE T ROWE GROUP INC
-$602.5K
0
-100%
减持
APH
AMPHENOL CORP NEW
-$598.4K
5,502
-49%
减持
MA
MASTERCARD INCORPORATED
-$595.5K
736
-59%
清仓
FERG
FERGUSON ENTERPRISES INC
-$591.4K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$582.8K
618
-56%
清仓
MCD
MCDONALDS CORP
-$579.7K
0
-100%
清仓
—
LISTED FDS TR
-$577.0K
0
-100%
减持
DECT
AIM ETF PRODUCTS TRUST
-$567.1K
15,646
-51%
减持
ANET
ARISTA NETWORKS INC
-$554.7K
2,623
-57%
减持
XFEB
FIRST TR EXCHNG TRADED FD VI
-$552.0K
16,147
-50%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$551.3K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$549.6K
4,135
-65%
清仓
KEY
KEYCORP
-$547.6K
0
-100%
清仓
D
DOMINION ENERGY INC
-$545.0K
0
-100%
减持
DIV
GLOBAL X FDS
-$543.2K
30,817
-49%
清仓
VLO
VALERO ENERGY CORP
-$537.0K
0
-100%
清仓
F
FORD MTR CO
-$533.8K
0
-100%
清仓
JAAA
JANUS DETROIT STR TR
-$533.2K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$533.1K
1,537
-56%
清仓
UBER
UBER TECHNOLOGIES INC
-$525.4K
0
-100%
减持
BAC
BANK AMERICA CORP
-$525.4K
4,906
-68%
清仓
CFG
CITIZENS FINL GROUP INC
-$524.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$523.3K
0
-100%
清仓
CMS
CMS ENERGY CORP
-$521.5K
0
-100%
清仓
USB
US BANCORP DEL
-$513.3K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$505.8K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$503.0K
0
-100%
清仓
LAZ
LAZARD INC
-$501.7K
0
-100%
减持
CASY
CASEYS GEN STORES INC
-$500.8K
849
-51%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$499.9K
10,977
-53%
清仓
CVS
CVS HEALTH CORP
-$492.4K
0
-100%
减持
DE
DEERE & CO
-$486.6K
1,083
-50%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$482.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$474.5K
702
-57%
清仓
PRU
PRUDENTIAL FINL INC
-$473.9K
0
-100%
减持
SEPT
AIM ETF PRODUCTS TRUST
-$466.9K
13,619
-50%
清仓
DJUN
FIRST TR EXCHNG TRADED FD VI
-$465.2K
0
-100%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$449.6K
0
-100%
清仓
CTAS
CINTAS CORP
-$447.1K
0
-100%
清仓
DUOL
DUOLINGO INC
-$446.7K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$444.6K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$444.5K
0
-100%
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$443.0K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$442.6K
0
-100%
清仓
BLK
BLACKROCK INC
-$436.7K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$436.3K
0
-100%
清仓
ORI
OLD REP INTL CORP
-$431.4K
0
-100%
清仓
OGE
OGE ENERGY CORP
-$428.3K
0
-100%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$423.4K
7,009
-51%
