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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 52
减持 55
清仓 28
方向
标的
Δ市值
现股数(环比)
建仓
SCNM
STERLING CAP FDS
+$7.2M
290,988
清仓
MUB
ISHARES TR
-$6.4M
0
-100%
增持
SCEC
CAPITOL SER TR
+$4.5M
762,957
+32%
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。
建仓
SCEP
STERLING CAP FDS
+$3.8M
163,093
增持
IWX
ISHARES TR
+$3.4M
228,555
+18%
减持
SLV
ISHARES SILVER TR
-$3.4M
23,520
-70%
增持
BUFF
INNOVATOR ETFS TRUST
+$3.3M
336,877
+26%
建仓
VXUS
VANGUARD STAR FDS
+$3.1M
40,734
建仓
SCMC
STERLING CAP FDS
+$3.0M
118,251
增持
IWY
ISHARES TR
+$2.6M
132,322
+21%
增持
IWS
ISHARES TR
+$1.8M
76,894
+16%
增持
IAU
ISHARES GOLD TR
+$1.7M
123,121
+9%
增持
EFV
ISHARES TR
+$1.7M
160,908
+12%
清仓
QBER
ELEVATION SERIES TRUST
-$1.6M
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$1.6M
207,963
+17%
增持
IEMG
ISHARES INC
+$1.4M
111,442
+18%
增持
IJH
ISHARES TR
+$1.4M
100,819
+22%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.4M
4,136
-85%
减持
MSFT
MICROSOFT CORP
-$1.2M
9,929
-1%
减持
SPYM
SPDR SERIES TRUST
-$1.1M
49,080
-18%
减持
SIXO
AIM ETF PRODUCTS TRUST
-$1.1M
86,066
-25%
增持
COWZ
PACER FDS TR
+$1.0M
77,118
+22%
增持
EFG
ISHARES TR
+$1.0M
94,310
+13%
增持
TLT
ISHARES TR
+$914.1K
80,131
+16%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$894.8K
57,906
+17%
增持
IWP
ISHARES TR
+$872.6K
24,191
+49%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$857.8K
14,404
增持
MGV
VANGUARD WORLD FD
+$841.2K
29,612
+21%
清仓
ICLO
INVESCO ACTIVELY MANAGED EXC
-$735.9K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$678.0K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$675.1K
25,370
清仓
BND
VANGUARD BD INDEX FDS
-$652.7K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$644.8K
39,184
+27%
减持
DECU
AIM ETF PRODUCTS TRUST
-$642.1K
60,539
-26%
减持
USFR
WISDOMTREE TR
-$594.1K
8,219
-59%
建仓
PAYM
ELEVATION SERIES TRUST
+$561.2K
25,565
增持
AAPL
APPLE INC
-$535.9K
38,526
+2%
清仓
DIV
GLOBAL X FDS
-$533.7K
0
-100%
清仓
DE
DEERE & CO
-$504.2K
0
-100%
增持
QQQE
DIREXION SHARES ETF TRUST
+$490.3K
24,630
+30%
减持
BILZ
PIMCO ETF TR
-$475.4K
3,221
-59%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$464.1K
49,021
-19%
建仓
AUGZ
ELEVATION SERIES TRUST
+$434.8K
10,699
减持
IVV
ISHARES TR
-$427.7K
1,479
-27%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$411.3K
54,226
-19%
建仓
ULTA
ULTA BEAUTY INC
+$399.9K
765
增持
AMZN
AMAZON COM INC
-$398.4K
20,658
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$397.8K
610
-61%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$394.3K
87,814
+10%
清仓
NBOS
NEUBERGER BERMAN ETF TRUST
-$393.0K
0
-100%
建仓
RBC
RBC BEARINGS INC
+$385.6K
710
增持
PDI
PIMCO DYNAMIC INCOME FD
+$382.1K
369,241
+10%
减持
ONEZ
ELEVATION SERIES TRUST
-$365.9K
37,580
-25%
清仓
MBB
ISHARES TR
-$365.2K
0
-100%
清仓
MDB
MONGODB INC
-$356.7K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$355.0K
0
-100%
清仓
CLOI
VANECK ETF TRUST
-$349.9K
0
-100%
清仓
ANET
ARISTA NETWORKS INC
-$343.7K
0
-100%
减持
SEPZ
ELEVATION SERIES TRUST
-$335.9K
21,443
-25%
减持
JULW
AIM ETF PRODUCTS TRUST
-$335.9K
31,350
-21%
增持
TSLA
TESLA INC
-$328.4K
4,662
+2%
增持
DGRS
WISDOMTREE TR
+$323.8K
28,328
+19%
清仓
ANGL
VANECK ETF TRUST
-$307.2K
0
-100%
清仓
AWI
ARMSTRONG WORLD INDS INC NEW
-$278.4K
0
-100%
清仓
GLDM
WORLD GOLD TR
-$276.0K
0
-100%
减持
DECT
AIM ETF PRODUCTS TRUST
-$275.9K
8,375
-46%
建仓
AMAT
APPLIED MATLS INC
+$267.6K
783
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$261.2K
0
-100%
减持
AVGO
BROADCOM INC
-$260.3K
4,994
-4%
清仓
BIL
SPDR SERIES TRUST
-$250.0K
0
-100%
减持
HD
HOME DEPOT INC
-$247.6K
963
-41%
清仓
SPYC
SIMPLIFY EXCHANGE TRADED FUN
-$243.6K
0
-100%
清仓
QUAL
ISHARES TR
-$237.4K
0
-100%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$232.1K
7,679
建仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$231.9K
9,867
增持
VNLA
JANUS DETROIT STR TR
+$231.9K
103,241
+5%
建仓
HWM
HOWMET AEROSPACE INC
+$229.1K
994
减持
SEPT
AIM ETF PRODUCTS TRUST
-$225.6K
7,373
-46%
建仓
PSX
PHILLIPS 66
+$222.6K
1,222
清仓
SPUC
SIMPLIFY EXCHANGE TRADED FUN
-$219.2K
0
-100%
减持
GOOG
ALPHABET INC
-$217.3K
4,198
-7%
清仓
IDEV
ISHARES TR
-$216.1K
0
-100%
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$215.4K
0
-100%
增持
META
META PLATFORMS INC
-$215.2K
2,799
+2%
清仓
IVW
ISHARES TR
-$214.2K
0
-100%
清仓
GOVT
ISHARES TR
-$210.5K
0
-100%
清仓
IEF
ISHARES TR
-$206.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$206.3K
1,027
-33%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$204.1K
0
-100%
增持
CASY
CASEYS GEN STORES INC
+$195.3K
913
+8%
减持
JULU
AIM ETF PRODUCTS TRUST
-$184.7K
15,703
-26%
减持
FGD
FIRST TR EXCHANGE-TRADED FD
-$181.2K
18,178
-28%
减持
WDIV
SPDR INDEX SHS FDS
-$175.6K
7,329
-25%
增持
TPLC
TIMOTHY PLAN
+$164.2K
12,563
+36%
减持
—
EXXON MOBIL CORP
+$161.0K
3,289
-0%
减持
JANZ
ELEVATION SERIES TRUST
-$156.3K
12,780
-22%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$154.6K
65,363
-4%
减持
EDIV
SPDR INDEX SHS FDS
-$133.2K
5,811
-37%
减持
DECZ
ELEVATION SERIES TRUST
-$128.7K
10,412
-21%
减持
QQQ
INVESCO QQQ TR
-$124.3K
518
-25%
减持
ABBV
ABBVIE INC
-$120.4K
1,555
-23%
减持
GSEP
FIRST TR EXCHNG TRADED FD VI
-$116.4K
13,262
-17%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$107.1K
8,904
-19%
增持
GOOGL
ALPHABET INC
-$101.2K
10,082
+5%
增持
VOO
VANGUARD INDEX FDS
-$96.9K
4,360
+1%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$92.7K
163,258
+7%
增持
EME
EMCOR GROUP INC
+$89.1K
525
+8%
清仓
HFRO
HIGHLAND OPPS & INCOME FD
-$87.5K
0
-100%
减持
DIS
DISNEY WALT CO
-$87.1K
4,807
-1%
减持
IWD
ISHARES TR
-$86.0K
942
-31%
增持
ORCL
ORACLE CORP
-$80.2K
1,801
+2%
增持
ROST
ROSS STORES INC
+$78.2K
1,295
+15%
增持
LLY
ELI LILLY & CO
-$75.7K
759
+5%
增持
NVDA
NVIDIA CORPORATION
-$73.9K
35,847
+6%
减持
MAR
MARRIOTT INTL INC NEW
+$73.2K
4,365
-0%
增持
V
VISA INC
-$71.4K
1,843
+3%
增持
LRCX
LAM RESEARCH CORP
+$70.6K
1,336
+6%
增持
FDX
FEDEX CORP
+$68.0K
1,006
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$67.2K
7,924
-21%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$62.2K
21,069
-6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$61.4K
2,475
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$58.5K
554
-3%
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$57.9K
56,445
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$57.2K
617
-12%
增持
NEE
NEXTERA ENERGY INC
+$56.1K
4,178
+1%
减持
WMT
WALMART INC
+$52.4K
4,319
-1%
减持
VTI
VANGUARD INDEX FDS
-$51.7K
2,716
-1%
减持
CAT
CATERPILLAR INC
-$47.5K
309
-34%
增持
TPHD
TIMOTHY PLAN
+$44.9K
8,129
+8%
增持
DJUL
FIRST TR EXCHNG TRADED FD VI
-$44.0K
73,517
+0%
增持
OCTZ
ELEVATION SERIES TRUST
+$41.5K
6,524
+22%
增持
GS
GOLDMAN SACHS GROUP INC
+$39.7K
689
+11%
增持
ISRG
INTUITIVE SURGICAL INC
+$39.3K
627
+42%
减持
BAC
BANK AMERICA CORP
-$35.7K
4,802
-2%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$35.6K
37,583
-0%
增持
MA
MASTERCARD INCORPORATED
-$33.9K
773
+5%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$31.2K
13,769
-3%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$29.3K
38,592
-2%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$26.8K
18,276
-1%
增持
CAH
CARDINAL HEALTH INC
+$25.7K
1,167
+9%
增持
XCHYX
CALAMOS CONV & HIGH INCOME F
+$22.1K
34,993
+10%
增持
NFLX
NETFLIX INC.
+$21.1K
5,528
+2%
增持
GE
GE AEROSPACE
+$19.5K
1,877
+13%
减持
MARM
FIRST TR EXCHNG TRADED FD VI
-$18.8K
6,534
-9%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$18.7K
21,047
-0%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$15.8K
6,056
-5%
减持
COST
COSTCO WHOLESALE CORPORATION
-$15.1K
788
-15%
减持
GDX
VANECK ETF TRUST
+$14.1K
2,915
-1%
增持
APH
AMPHENOL CORP
+$13.0K
5,988
+9%
减持
PG
PROCTER & GAMBLE CO
-$10.7K
5,929
-2%
