Lifestyle Asset Management, Inc.
FRIENDSWOOD TX · SEC CIK 0001845675
$3.72亿2026Q2 申报市值
129持仓数
47.7%前十大占比 · 第一大 16.3%
10 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPY 加仓+$1,409.16万
AVDE 加仓+$1,342.45万
QQQ 加仓+$1,311.01万
CARY 新建仓+$974.60万
GPIX 加仓+$354.26万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$2,913.45万
BIL 清仓-$1,299.40万
IYW 重新持有-$424.40万
IEF 减仓-$386.37万
JEPI 清仓-$277.91万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $6,079.94万 | 16.34% | 81,416 | 18,870 | 30.2% | $1,409.16万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,112.43万 | 5.68% | 236,820 | 150,499 | 174.3% | $1,342.45万 | 加仓 |
| CWB | SPDR SERIES TRUST | $1,487.54万 | 4.00% | 137,965 | -3,170 | -2.2% | -$34.18万 | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,484.10万 | 3.99% | 91,872 | -9,787 | -9.6% | -$158.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,462.93万 | 3.93% | 19,866 | 17,803 | 863.0% | $1,311.01万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,270.83万 | 3.42% | 252,199 | 5,615 | 2.3% | $28.29万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $985.62万 | 2.65% | 115,143 | 12,758 | 12.5% | $109.21万 | 加仓 |
| AGG | ISHARES TR | $983.45万 | 2.64% | 99,359 | -294,348 | -74.8% | -$2,913.45万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $974.60万 | 2.62% | 469,008 | 469,008 | — | $974.60万 | 新建仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $916.05万 | 2.46% | 245,392 | 27,667 | 12.7% | $103.28万 | 加仓 |
| IEF | ISHARES TR | $903.78万 | 2.43% | 95,567 | -40,855 | -29.9% | -$386.37万 | 减仓 |
| — | EXXON MOBIL CORP | $875.54万 | 2.35% | 64,039 | -262 | -0.4% | -$3.58万 | 减仓 |
| LGH | NORTHERN LTS FD TR III | $850.65万 | 2.29% | 133,414 | 15,950 | 13.6% | $101.70万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $827.84万 | 2.22% | 38,908 | 195 | 0.5% | $4.15万 | 加仓 |
| IWM | ISHARES TR | $641.94万 | 1.73% | 21,366 | 5,149 | 31.8% | $154.70万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $605.12万 | 1.63% | 9,474 | -3,975 | -29.6% | -$253.89万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $598.93万 | 1.61% | 107,780 | 63,750 | 144.8% | $354.26万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $552.26万 | 1.48% | 57,235 | 934 | 1.7% | $9.01万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $509.10万 | 1.37% | 91,302 | 10,637 | 13.2% | $59.31万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $430.55万 | 1.16% | 3,730 | -103 | -2.7% | -$11.89万 | 减仓 |
| FIX | COMFORT SYS USA INC | $430.09万 | 1.16% | 2,170 | -605 | -21.8% | -$119.91万 | 减仓 |
| AAPL | APPLE INC | $420.70万 | 1.13% | 14,539 | 235 | 1.6% | $6.80万 | 加仓 |
| FTNT | FORTINET INC | $418.25万 | 1.12% | 27,226 | -75 | -0.3% | -$1.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $401.44万 | 1.08% | 20,063 | 175 | 0.9% | $3.50万 | 加仓 |
| GOOGL | ALPHABET INC | $342.69万 | 0.92% | 9,589 | -219 | -2.2% | -$7.83万 | 减仓 |
| GLD | SPDR GOLD TR | $342.59万 | 0.92% | 9,300 | 1,283 | 16.0% | $47.26万 | 加仓 |
| QDPL | PACER FDS TR | $312.74万 | 0.84% | 69,389 | 4,898 | 7.6% | $22.08万 | 加仓 |
| AMZN | AMAZON COM INC | $300.95万 | 0.81% | 12,627 | 269 | 2.2% | $6.41万 | 加仓 |
| CLS | CELESTICA INC | $300.81万 | 0.81% | 8,246 | -57 | -0.7% | -$2.08万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $287.78万 | 0.77% | 5,434 | 416 | 8.3% | $22.03万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $281.90万 | 0.76% | 45,867 | 5,158 | 12.7% | $31.70万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $278.36万 | 0.75% | 53,758 | 2,767 | 5.4% | $14.33万 | 加仓 |
| APP | APPLOVIN CORP | $278.07万 | 0.75% | 5,397 | 261 | 5.1% | $13.45万 | 加仓 |
| IYM | ISHARES TR | $259.74万 | 0.70% | 14,468 | 10,642 | 278.1% | $191.06万 | 加仓 |
| EXEL | EXELIXIS INC | $255.09万 | 0.69% | 46,882 | 940 | 2.0% | $5.11万 | 加仓 |
| GE | GE AEROSPACE | $253.05万 | 0.68% | 6,771 | 2,715 | 66.9% | $101.47万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $248.21万 | 0.67% | 4,581 | -129 | -2.7% | -$6.99万 | 减仓 |
| FTI | TECHNIPFMC PLC | $243.47万 | 0.65% | 36,722 | -2,040 | -5.3% | -$13.53万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $236.54万 | 0.64% | 7,464 | 259 | 3.6% | $8.21万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $232.08万 | 0.62% | 401,521 | 6,981 | 1.8% | $4.04万 | 加仓 |
| META | META PLATFORMS INC | $228.08万 | 0.61% | 4,049 | 114 | 2.9% | $6.42万 | 加仓 |
| IJS | ISHARES TR | $225.17万 | 0.61% | 16,474 | 13,348 | 427.0% | $182.44万 | 加仓 |
| IJK | ISHARES TR | $221.75万 | 0.60% | 18,872 | 18,872 | — | $221.75万 | 新建仓 |
| EEM | ISHARES TR | $219.49万 | 0.59% | 32,084 | 25,372 | 378.0% | $173.57万 | 加仓 |
| CSL | CARLISLE COS INC | $200.38万 | 0.54% | 5,524 | 397 | 7.7% | $14.40万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $200.30万 | 0.54% | 15,115 | 669 | 4.6% | $8.87万 | 加仓 |
| NFLX | NETFLIX INC. | $194.23万 | 0.52% | 27,203 | 3,882 | 16.6% | $27.72万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $190.03万 | 0.51% | 3,700 | 339 | 10.1% | $17.41万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $182.62万 | 0.49% | 13,895 | 2,033 | 17.1% | $26.72万 | 加仓 |
| ABNB | AIRBNB INC | $180.92万 | 0.49% | 12,643 | 12,643 | — | $180.92万 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $173.53万 | 0.47% | 61,734 | 19,221 | 45.2% | $54.03万 | 加仓 |
| ADBE | ADOBE INC | $173.30万 | 0.47% | 8,453 | 1,809 | 27.2% | $37.09万 | 加仓 |
| CHWY | CHEWY INC | $173.13万 | 0.47% | 88,109 | 32,585 | 58.7% | $64.03万 | 加仓 |
| DOCU | DOCUSIGN INC | $168.49万 | 0.45% | 37,931 | 7,526 | 24.8% | $33.43万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $167.08万 | 0.45% | 55,750 | 20,944 | 60.2% | $62.77万 | 加仓 |
| NEM | NEWMONT CORP | $157.36万 | 0.42% | 16,848 | 444 | 2.7% | $4.15万 | 加仓 |
| KLAC | KLA CORP | $146.27万 | 0.39% | 4,848 | -212 | -4.2% | -$6.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $134.62万 | 0.36% | 3,609 | -127 | -3.4% | -$4.74万 | 减仓 |
| AVGO | BROADCOM INC | $104.33万 | 0.28% | 2,762 | 68 | 2.5% | $2.57万 | 加仓 |
| PAVE | GLOBAL X FDS | $95.89万 | 0.26% | 16,274 | 2,823 | 21.0% | $16.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $94.16万 | 0.25% | 35,830 | -1,371 | -3.7% | -$3.60万 | 减仓 |
| TRFK | PACER FDS TR | $89.96万 | 0.24% | 8,431 | 8,431 | — | $89.96万 | 新建仓 |
| JAJL | INNOVATOR ETFS TRUST | $80.81万 | 0.22% | 27,018 | 140 | 0.5% | $4,187 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $78.68万 | 0.21% | 15,558 | 714 | 4.8% | $3.61万 | 加仓 |
| ENVA | ENOVA INTL INC | $76.58万 | 0.21% | 3,181 | 504 | 18.8% | $12.13万 | 加仓 |
| IVW | ISHARES TR | $75.08万 | 0.20% | 5,459 | -2,360 | -30.2% | -$32.46万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.89万 | 0.20% | 2,628 | 19 | 0.7% | $5,342 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $70.83万 | 0.19% | 1,007 | 164 | 19.5% | $11.53万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $70.49万 | 0.19% | 1,476 | -61 | -4.0% | -$2.91万 | 减仓 |
| NVMI | NOVA LTD | $68.30万 | 0.18% | 1,258 | -47 | -3.6% | -$2.55万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $68.27万 | 0.18% | 4,019 | 76 | 1.9% | $1.29万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $67.50万 | 0.18% | 13,325 | 257 | 2.0% | $1.30万 | 加仓 |
| APH | AMPHENOL CORP | $66.68万 | 0.18% | 3,782 | -6 | -0.2% | -$1,058 | 减仓 |
| CSCO | CISCO SYS INC | $57.99万 | 0.16% | 4,937 | -181 | -3.5% | -$2.13万 | 减仓 |
| RBC | RBC BEARINGS INC | $50.43万 | 0.14% | 783 | 53 | 7.3% | $3.41万 | 加仓 |
| HD | HOME DEPOT INC | $50.33万 | 0.14% | 1,427 | 60 | 4.4% | $2.12万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $49.45万 | 0.13% | 9,482 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $47.74万 | 0.13% | 3,411 | -64 | -1.8% | -$8,957 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $47.04万 | 0.13% | 1,852 | 11 | 0.6% | $2,794 | 加仓 |
| — | ISHARES TR | $46.59万 | 0.13% | 16,720 | -129 | -0.8% | -$3,595 | 减仓 |
| ENSG | ENSIGN GROUP INC | $46.38万 | 0.12% | 2,893 | 86 | 3.1% | $1.38万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $46.36万 | 0.12% | 4,823 | 4,823 | — | $46.36万 | 新建仓 |
| ABBV | ABBVIE INC | $45.52万 | 0.12% | 1,809 | 111 | 6.5% | $2.79万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $44.62万 | 0.12% | 1,363 | 112 | 9.0% | $3.67万 | 加仓 |
| VNOM | VIPER ENERGY INC | $44.44万 | 0.12% | 10,480 | 969 | 10.2% | $4.11万 | 加仓 |
| WMT | WALMART INC | $43.64万 | 0.12% | 3,853 | -446 | -10.4% | -$5.05万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $43.33万 | 0.12% | 2,571 | 2,571 | — | $43.33万 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $41.98万 | 0.11% | 14,062 | 821 | 6.2% | $2.45万 | 加仓 |
| MS | MORGAN STANLEY | $41.85万 | 0.11% | 2,002 | -13 | -0.6% | -$2,718 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $40.66万 | 0.11% | 402 | 2 | 0.5% | $2,023 | 加仓 |
| KO | COCA COLA CO | $38.58万 | 0.10% | 4,747 | 247 | 5.5% | $2.01万 | 加仓 |
| MRK | MERCK & CO INC | $38.28万 | 0.10% | 2,979 | -1 | -0.0% | -$129 | 减仓 |
| AGNC | AGNC INVT CORP | $37.63万 | 0.10% | 34,522 | 17,130 | 98.5% | $18.67万 | 加仓 |
| BAC | BANK OF AMER CORP | $37.33万 | 0.10% | 6,552 | 144 | 2.2% | $8,205 | 加仓 |
| DVYE | ISHARES INC | $36.06万 | 0.10% | 11,189 | 4,858 | 76.7% | $15.66万 | 加仓 |
| IYW | ISHARES TR | $35.82万 | 0.10% | 1,420 | -16,826 | -92.2% | -$424.40万 | 重新持有 |
| PCTY | PAYLOCITY HLDG CORP | $35.77万 | 0.10% | 3,422 | 616 | 22.0% | $6.44万 | 加仓 |
| LIN | LINDE PLC | $35.55万 | 0.10% | 685 | 22 | 3.3% | $1.14万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.16万 | 0.09% | 846 | 31 | 3.8% | $1.29万 | 加仓 |
| RTX | RTX CORPORATION | $35.06万 | 0.09% | 1,848 | -98 | -5.0% | -$1.86万 | 减仓 |