Lifestyle Asset Management, Inc.
FRIENDSWOOD TX · SEC CIK 0001845675
$3.06亿2026Q1 申报市值
134持仓数
52.7%前十大占比 · 第一大 13.3%
21 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AGG 加仓+$2,256.66万
IEF 新建仓+$1,302.01万
BIL 重新持有+$1,194.15万
FSCC 加仓+$524.44万
GPIX 新建仓+$220.33万
2026Q1 卖出最多 按季末市值估算
IBND 减仓-$1,472.53万
BUFR 减仓-$1,067.13万
BWX 清仓-$496.84万
IYZ 减仓-$335.42万
IYH 清仓-$329.36万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BWX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -220,522 | -100.0% | -$496.84万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYH | ISHARES TR | $0 | 0.00% | 0 | -50,593 | -100.0% | -$329.36万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -28,852 | -100.0% | -$312.64万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -27,815 | -100.0% | -$267.11万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -18,609 | -100.0% | -$237.77万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -22,607 | -100.0% | -$202.18万 | 清仓 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -47,959 | -100.0% | -$183.78万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -1,997 | -100.0% | -$181.00万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -20,571 | -100.0% | -$161.17万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -10,515 | -100.0% | -$156.65万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -54,134 | -100.0% | -$140.15万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -5,763 | -100.0% | -$58.77万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,579 | -100.0% | -$51.53万 | 清仓 |
| — | CHART INDS INC | $0 | 0.00% | 0 | -2,314 | -100.0% | -$47.72万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,664 | -100.0% | -$43.75万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -16,835 | -100.0% | -$39.29万 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | -2,558 | -100.0% | -$36.71万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,092 | -100.0% | -$32.45万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -7,083 | -100.0% | -$31.36万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,189 | -100.0% | -$30.77万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -8,565 | -100.0% | -$25.60万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,078 | -100.0% | -$24.46万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -9,146 | -100.0% | -$23.54万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,089 | -100.0% | -$21.58万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -11,787 | -100.0% | -$18.03万 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $17.12万 | 0.06% | 10,006 | -2,102 | -17.4% | -$3.60万 | 减仓 |
| AGNC | AGNC INVT CORP | $17.44万 | 0.06% | 17,392 | -674 | -3.7% | -$6,760 | 减仓 |
| TSLA | TESLA INC | $20.84万 | 0.07% | 561 | 22 | 4.1% | $8,174 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.32万 | 0.07% | 7,728 | -1,539 | -16.6% | -$4.25万 | 减仓 |
| DVYE | ISHARES INC | $21.77万 | 0.07% | 6,331 | 6,331 | — | $21.77万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.05万 | 0.07% | 815 | 47 | 6.1% | $1.27万 | 加仓 |
| COP | CONOCOPHILLIPS | $22.48万 | 0.07% | 1,703 | -2,561 | -60.1% | -$33.81万 | 重新持有 |
| ORCL | ORACLE CORP | $22.52万 | 0.07% | 1,531 | 464 | 43.5% | $6.83万 | 加仓 |
| QCOM | QUALCOMM INC | $22.99万 | 0.08% | 1,785 | 1 | 0.1% | $129 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $23.06万 | 0.08% | 6,050 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $25.34万 | 0.08% | 5,350 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $26.07万 | 0.09% | 8,993 | -1,518 | -14.4% | -$4.40万 | 减仓 |
| HCMT | DIREXION SHARES ETF TRUST | $26.10万 | 0.09% | 7,416 | 1 | 0.0% | $35 | 加仓 |
| MO | ALTRIA GROUP INC | $26.55万 | 0.09% | 4,023 | -548 | -12.0% | -$3.62万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $27.59万 | 0.09% | 8,171 | -315,999 | -97.5% | -$1,067.13万 | 减仓 |
| TTD | THE TRADE DESK INC | $28.88万 | 0.09% | 12,729 | 4,986 | 64.4% | $11.31万 | 加仓 |
| PEP | PEPSICO INC | $29.74万 | 0.10% | 1,915 | 165 | 9.4% | $2.56万 | 加仓 |
| UNP | UNION PAC CORP | $29.96万 | 0.10% | 1,235 | 91 | 8.0% | $2.21万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $30.32万 | 0.10% | 2,806 | 704 | 33.5% | $7.61万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $30.55万 | 0.10% | 10,034 | 2,690 | 36.6% | $8.19万 | 加仓 |
| BAC | BANK AMERICA CORP | $31.24万 | 0.10% | 6,408 | 114 | 1.8% | $5,558 | 加仓 |
| AMGN | AMGEN INC | $31.31万 | 0.10% | 890 | 27 | 3.1% | $9,500 | 加仓 |
| PG | PROCTER & GAMBLE CO | $31.83万 | 0.10% | 2,204 | -11 | -0.5% | -$1,589 | 减仓 |
| MCD | MCDONALDS CORP | $32.79万 | 0.11% | 1,055 | 104 | 10.9% | $3.23万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $32.83万 | 0.11% | 6,440 | -520 | -7.5% | -$2.65万 | 减仓 |
| IBND | SPDR SERIES TRUST | $32.86万 | 0.11% | 10,572 | -473,800 | -97.8% | -$1,472.53万 | 减仓 |
| LIN | LINDE PLC | $32.87万 | 0.11% | 663 | 663 | — | $32.87万 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $33.08万 | 0.11% | 17,263 | 4,583 | 36.1% | $8.78万 | 加仓 |
| MS | MORGAN STANLEY | $33.16万 | 0.11% | 2,015 | 73 | 3.8% | $1.20万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $33.18万 | 0.11% | 549 | 132 | 31.7% | $7.98万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.84万 | 0.11% | 400 | -5 | -1.2% | -$4,230 | 减仓 |
| NEE | NEXTERA ENERGY INC | $34.02万 | 0.11% | 3,663 | 255 | 7.5% | $2.37万 | 加仓 |
| KO | COCA COLA CO | $34.22万 | 0.11% | 4,500 | 395 | 9.6% | $3.00万 | 加仓 |
| MRK | MERCK & CO INC | $35.85万 | 0.12% | 2,980 | 4 | 0.1% | $481 | 加仓 |
| ENVA | ENOVA INTL INC | $36.36万 | 0.12% | 2,677 | 2,677 | — | $36.36万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $36.80万 | 0.12% | 1,251 | 247 | 24.6% | $7.27万 | 加仓 |
| ABBV | ABBVIE INC | $36.93万 | 0.12% | 1,698 | 3 | 0.2% | $652 | 加仓 |
| IJS | ISHARES TR | $37.03万 | 0.12% | 3,126 | 3,126 | — | $37.03万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $37.31万 | 0.12% | 1,240 | 49 | 4.1% | $1.47万 | 加仓 |
| LAUR | LAUREATE ED INC | $37.37万 | 0.12% | 10,727 | 10,727 | — | $37.37万 | 新建仓 |
| RTX | RTX CORPORATION | $37.54万 | 0.12% | 1,946 | 50 | 2.6% | $9,645 | 加仓 |
| EEM | ISHARES TR | $38.12万 | 0.12% | 6,712 | -43,249 | -86.6% | -$245.61万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $38.91万 | 0.13% | 3,997 | 3,997 | — | $38.91万 | 新建仓 |
| C | CITIGROUP INC | $39.41万 | 0.13% | 3,475 | 211 | 6.5% | $2.39万 | 加仓 |
| RBC | RBC BEARINGS INC | $39.65万 | 0.13% | 730 | 730 | — | $39.65万 | 新建仓 |
| CSCO | CISCO SYS INC | $39.71万 | 0.13% | 5,118 | 101 | 2.0% | $7,837 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $40.20万 | 0.13% | 13,241 | 1,747 | 15.2% | $5.30万 | 加仓 |
| TW | TRADEWEB MKTS INC | $41.83万 | 0.14% | 3,555 | 100 | 2.9% | $1.18万 | 加仓 |
| ADSK | AUTODESK INC | $41.87万 | 0.14% | 1,749 | 1,749 | — | $41.87万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $44.69万 | 0.15% | 9,511 | 9,511 | — | $44.69万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $44.72万 | 0.15% | 9,482 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $44.96万 | 0.15% | 1,367 | -35 | -2.5% | -$1.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.00万 | 0.15% | 1,841 | 94 | 5.4% | $2.30万 | 加仓 |
| — | ISHARES TR | $45.19万 | 0.15% | 16,849 | -129 | -0.8% | -$3,460 | 减仓 |
| FUTU | FUTU HLDGS LTD | $47.15万 | 0.15% | 3,448 | 28 | 0.8% | $3,829 | 加仓 |
| APH | AMPHENOL CORP | $47.86万 | 0.16% | 3,788 | -101 | -2.6% | -$1.28万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $48.41万 | 0.16% | 3,943 | 117 | 3.1% | $1.44万 | 加仓 |
| IYJ | ISHARES TR | $50.34万 | 0.16% | 3,412 | 3,412 | — | $50.34万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.94万 | 0.17% | 1,537 | -195 | -11.3% | -$6.59万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $51.99万 | 0.17% | 843 | 257 | 43.9% | $15.85万 | 加仓 |
| WMT | WALMART INC | $53.43万 | 0.17% | 4,299 | 20 | 0.5% | $2,486 | 加仓 |
| IYE | ISHARES TR | $54.15万 | 0.18% | 8,360 | 8,360 | — | $54.15万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $55.14万 | 0.18% | 2,665 | 69 | 2.7% | $1.43万 | 加仓 |
| ITOT | ISHARES TR | $56.02万 | 0.18% | 3,933 | 3,933 | — | $56.02万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $56.56万 | 0.18% | 2,807 | -104 | -3.6% | -$2.10万 | 减仓 |
| NVMI | NOVA LTD | $56.67万 | 0.19% | 1,305 | -371 | -22.1% | -$16.11万 | 减仓 |
| CAMT | CAMTEK LTD | $60.77万 | 0.20% | 4,008 | -756 | -15.9% | -$11.46万 | 减仓 |
| URA | GLOBAL X FDS | $61.45万 | 0.20% | 12,689 | 12,689 | — | $61.45万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.23万 | 0.21% | 2,609 | 60 | 2.4% | $1.45万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $65.33万 | 0.21% | 13,068 | 1,229 | 10.4% | $6.14万 | 加仓 |
| IYM | ISHARES TR | $67.31万 | 0.22% | 3,826 | 3,826 | — | $67.31万 | 新建仓 |
| PAVE | GLOBAL X FDS | $68.34万 | 0.22% | 13,451 | 13,451 | — | $68.34万 | 新建仓 |
| IYZ | ISHARES TR | $71.22万 | 0.23% | 18,113 | -85,304 | -82.5% | -$335.42万 | 减仓 |