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 |
|---|---|---|---|---|---|---|---|---|
| HIG | HARTFORD INSURANCE GROUP INC | $200.30万 | 0.54% | 15,115 | 669 | 4.6% | $8.87万 | 加仓 |
| CSL | CARLISLE COS INC | $200.38万 | 0.54% | 5,524 | 397 | 7.7% | $14.40万 | 加仓 |
| EEM | ISHARES TR | $219.49万 | 0.59% | 32,084 | 25,372 | 378.0% | $173.57万 | 加仓 |
| IJK | ISHARES TR | $221.75万 | 0.60% | 18,872 | 18,872 | — | $221.75万 | 新建仓 |
| IJS | ISHARES TR | $225.17万 | 0.61% | 16,474 | 13,348 | 427.0% | $182.44万 | 加仓 |
| META | META PLATFORMS INC | $228.08万 | 0.61% | 4,049 | 114 | 2.9% | $6.42万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $232.08万 | 0.62% | 401,521 | 6,981 | 1.8% | $4.04万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $236.54万 | 0.64% | 7,464 | 259 | 3.6% | $8.21万 | 加仓 |
| FTI | TECHNIPFMC PLC | $243.47万 | 0.65% | 36,722 | -2,040 | -5.3% | -$13.53万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $248.21万 | 0.67% | 4,581 | -129 | -2.7% | -$6.99万 | 减仓 |
| GE | GE AEROSPACE | $253.05万 | 0.68% | 6,771 | 2,715 | 66.9% | $101.47万 | 加仓 |
| EXEL | EXELIXIS INC | $255.09万 | 0.69% | 46,882 | 940 | 2.0% | $5.11万 | 加仓 |
| IYM | ISHARES TR | $259.74万 | 0.70% | 14,468 | 10,642 | 278.1% | $191.06万 | 加仓 |
| APP | APPLOVIN CORP | $278.07万 | 0.75% | 5,397 | 261 | 5.1% | $13.45万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $278.36万 | 0.75% | 53,758 | 2,767 | 5.4% | $14.33万 | 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 |
| MEDP | MEDPACE HLDGS INC | $287.78万 | 0.77% | 5,434 | 416 | 8.3% | $22.03万 | 加仓 |
| CLS | CELESTICA INC | $300.81万 | 0.81% | 8,246 | -57 | -0.7% | -$2.08万 | 减仓 |
| AMZN | AMAZON COM INC | $300.95万 | 0.81% | 12,627 | 269 | 2.2% | $6.41万 | 加仓 |
| QDPL | PACER FDS TR | $312.74万 | 0.84% | 69,389 | 4,898 | 7.6% | $22.08万 | 加仓 |
| GLD | SPDR GOLD TR | $342.59万 | 0.92% | 9,300 | 1,283 | 16.0% | $47.26万 | 加仓 |
| GOOGL | ALPHABET INC | $342.69万 | 0.92% | 9,589 | -219 | -2.2% | -$7.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $401.44万 | 1.08% | 20,063 | 175 | 0.9% | $3.50万 | 加仓 |
| FTNT | FORTINET INC | $418.25万 | 1.12% | 27,226 | -75 | -0.3% | -$1.15万 | 减仓 |
| AAPL | APPLE INC | $420.70万 | 1.13% | 14,539 | 235 | 1.6% | $6.80万 | 加仓 |
| FIX | COMFORT SYS USA INC | $430.09万 | 1.16% | 2,170 | -605 | -21.8% | -$119.91万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $430.55万 | 1.16% | 3,730 | -103 | -2.7% | -$11.89万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $509.10万 | 1.37% | 91,302 | 10,637 | 13.2% | $59.31万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $552.26万 | 1.48% | 57,235 | 934 | 1.7% | $9.01万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $598.93万 | 1.61% | 107,780 | 63,750 | 144.8% | $354.26万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $605.12万 | 1.63% | 9,474 | -3,975 | -29.6% | -$253.89万 | 减仓 |
| IWM | ISHARES TR | $641.94万 | 1.73% | 21,366 | 5,149 | 31.8% | $154.70万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $827.84万 | 2.22% | 38,908 | 195 | 0.5% | $4.15万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $850.65万 | 2.29% | 133,414 | 15,950 | 13.6% | $101.70万 | 加仓 |
| — | EXXON MOBIL CORP | $875.54万 | 2.35% | 64,039 | -262 | -0.4% | -$3.58万 | 减仓 |
| IEF | ISHARES TR | $903.78万 | 2.43% | 95,567 | -40,855 | -29.9% | -$386.37万 | 减仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $916.05万 | 2.46% | 245,392 | 27,667 | 12.7% | $103.28万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $974.60万 | 2.62% | 469,008 | 469,008 | — | $974.60万 | 新建仓 |
| AGG | ISHARES TR | $983.45万 | 2.64% | 99,359 | -294,348 | -74.8% | -$2,913.45万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $985.62万 | 2.65% | 115,143 | 12,758 | 12.5% | $109.21万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,270.83万 | 3.42% | 252,199 | 5,615 | 2.3% | $28.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,462.93万 | 3.93% | 19,866 | 17,803 | 863.0% | $1,311.01万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,484.10万 | 3.99% | 91,872 | -9,787 | -9.6% | -$158.10万 | 减仓 |
| CWB | SPDR SERIES TRUST | $1,487.54万 | 4.00% | 137,965 | -3,170 | -2.2% | -$34.18万 | 重新持有 |
| AVDE | AMERICAN CENTY ETF TR | $2,112.43万 | 5.68% | 236,820 | 150,499 | 174.3% | $1,342.45万 | 加仓 |
| 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 |