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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -141,794 | -100.0% | -$1,299.40万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -49,031 | -100.0% | -$277.91万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -754 | -100.0% | -$130.37万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -7,546 | -100.0% | -$82.24万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -10,189 | -100.0% | -$81.06万 | 清仓 |
| IYZ | ISHARES TR | $0 | 0.00% | 0 | -18,113 | -100.0% | -$71.22万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -12,689 | -100.0% | -$61.45万 | 清仓 |
| CAMT | CAMTEK LTD | $0 | 0.00% | 0 | -4,008 | -100.0% | -$60.77万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -2,665 | -100.0% | -$55.14万 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | -8,360 | -100.0% | -$54.15万 | 清仓 |
| IYJ | ISHARES TR | $0 | 0.00% | 0 | -3,412 | -100.0% | -$50.34万 | 清仓 |
| LAUR | LAUREATE ED INC | $0 | 0.00% | 0 | -10,727 | -100.0% | -$37.37万 | 清仓 |
| HODL | VANECK BITCOIN ETF | $0 | 0.00% | 0 | -17,263 | -100.0% | -$33.08万 | 清仓 |
| IBND | SPDR SERIES TRUST | $0 | 0.00% | 0 | -10,572 | -100.0% | -$32.86万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -8,993 | -100.0% | -$26.07万 | 清仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -6,050 | -100.0% | -$23.06万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,703 | -100.0% | -$22.48万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $20.34万 | 0.05% | 7,209 | -519 | -6.7% | -$1.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.77万 | 0.06% | 455 | 455 | — | $22.77万 | 新建仓 |
| ORCL | ORACLE CORP | $23.37万 | 0.06% | 1,595 | 64 | 4.2% | $9,379 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $24.63万 | 0.07% | 5,595 | 5,595 | — | $24.63万 | 新建仓 |
| PEP | PEPSICO INC | $24.70万 | 0.07% | 1,824 | -91 | -4.8% | -$1.23万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $25.11万 | 0.07% | 2,018 | 2,018 | — | $25.11万 | 新建仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $27.01万 | 0.07% | 5,350 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $27.05万 | 0.07% | 531 | -18 | -3.3% | -$9,170 | 减仓 |
| MCD | MCDONALDS CORP | $27.49万 | 0.07% | 1,017 | -38 | -3.6% | -$1.03万 | 减仓 |
| TXN | TEXAS INSTRS INC | $28.02万 | 0.08% | 940 | 940 | — | $28.02万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $28.69万 | 0.08% | 7,853 | -318 | -3.9% | -$1.16万 | 减仓 |
| HCMT | DIREXION SHARES ETF TRUST | $29.22万 | 0.08% | 6,968 | -448 | -6.0% | -$1.88万 | 减仓 |
| TSLA | TESLA INC | $29.72万 | 0.08% | 707 | 146 | 26.0% | $6.14万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $29.88万 | 0.08% | 17,892 | 7,886 | 78.8% | $13.17万 | 加仓 |
| TTD | THE TRADE DESK INC | $30.40万 | 0.08% | 16,813 | 4,084 | 32.1% | $7.38万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $30.68万 | 0.08% | 11,863 | 1,829 | 18.2% | $4.73万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $30.84万 | 0.08% | 3,514 | -149 | -4.1% | -$1.31万 | 减仓 |
| MO | ALTRIA GROUP INC | $30.84万 | 0.08% | 4,287 | 264 | 6.6% | $1.90万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $31.25万 | 0.08% | 3,863 | -134 | -3.4% | -$1.08万 | 减仓 |
| AMGN | AMGEN INC | $32.16万 | 0.09% | 888 | -2 | -0.2% | -$724 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $32.84万 | 0.09% | 6,440 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $32.92万 | 0.09% | 1,693 | -56 | -3.2% | -$1.09万 | 减仓 |
| ITOT | ISHARES TR | $33.10万 | 0.09% | 2,015 | -1,918 | -48.8% | -$31.51万 | 减仓 |
| TW | TRADEWEB MKTS INC | $33.42万 | 0.09% | 3,353 | -202 | -5.7% | -$2.01万 | 减仓 |
| UNP | UNION PAC CORP | $33.54万 | 0.09% | 1,233 | -2 | -0.2% | -$544 | 减仓 |
| QCOM | QUALCOMM INC | $33.59万 | 0.09% | 1,818 | 33 | 1.8% | $6,098 | 加仓 |
| PG | PROCTER & GAMBLE CO | $34.18万 | 0.09% | 2,331 | 127 | 5.8% | $1.86万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $34.48万 | 0.09% | 1,224 | -16 | -1.3% | -$4,507 | 减仓 |
| FUTU | FUTU HLDGS LTD | $34.86万 | 0.09% | 3,719 | 271 | 7.9% | $2.54万 | 加仓 |
| RTX | RTX CORPORATION | $35.06万 | 0.09% | 1,848 | -98 | -5.0% | -$1.86万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.16万 | 0.09% | 846 | 31 | 3.8% | $1.29万 | 加仓 |
| LIN | LINDE PLC | $35.55万 | 0.10% | 685 | 22 | 3.3% | $1.14万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $35.77万 | 0.10% | 3,422 | 616 | 22.0% | $6.44万 | 加仓 |
| IYW | ISHARES TR | $35.82万 | 0.10% | 1,420 | -16,826 | -92.2% | -$424.40万 | 重新持有 |
| DVYE | ISHARES INC | $36.06万 | 0.10% | 11,189 | 4,858 | 76.7% | $15.66万 | 加仓 |
| BAC | BANK OF AMER CORP | $37.33万 | 0.10% | 6,552 | 144 | 2.2% | $8,205 | 加仓 |
| AGNC | AGNC INVT CORP | $37.63万 | 0.10% | 34,522 | 17,130 | 98.5% | $18.67万 | 加仓 |
| MRK | MERCK & CO INC | $38.28万 | 0.10% | 2,979 | -1 | -0.0% | -$129 | 减仓 |
| KO | COCA COLA CO | $38.58万 | 0.10% | 4,747 | 247 | 5.5% | $2.01万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $40.66万 | 0.11% | 402 | 2 | 0.5% | $2,023 | 加仓 |
| MS | MORGAN STANLEY | $41.85万 | 0.11% | 2,002 | -13 | -0.6% | -$2,718 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $41.98万 | 0.11% | 14,062 | 821 | 6.2% | $2.45万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $43.33万 | 0.12% | 2,571 | 2,571 | — | $43.33万 | 新建仓 |
| WMT | WALMART INC | $43.64万 | 0.12% | 3,853 | -446 | -10.4% | -$5.05万 | 减仓 |
| VNOM | VIPER ENERGY INC | $44.44万 | 0.12% | 10,480 | 969 | 10.2% | $4.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $44.62万 | 0.12% | 1,363 | 112 | 9.0% | $3.67万 | 加仓 |
| ABBV | ABBVIE INC | $45.52万 | 0.12% | 1,809 | 111 | 6.5% | $2.79万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $46.36万 | 0.12% | 4,823 | 4,823 | — | $46.36万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $46.38万 | 0.12% | 2,893 | 86 | 3.1% | $1.38万 | 加仓 |
| — | ISHARES TR | $46.59万 | 0.13% | 16,720 | -129 | -0.8% | -$3,595 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $47.04万 | 0.13% | 1,852 | 11 | 0.6% | $2,794 | 加仓 |
| C | CITIGROUP INC | $47.74万 | 0.13% | 3,411 | -64 | -1.8% | -$8,957 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $49.45万 | 0.13% | 9,482 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $50.33万 | 0.14% | 1,427 | 60 | 4.4% | $2.12万 | 加仓 |
| RBC | RBC BEARINGS INC | $50.43万 | 0.14% | 783 | 53 | 7.3% | $3.41万 | 加仓 |
| CSCO | CISCO SYS INC | $57.99万 | 0.16% | 4,937 | -181 | -3.5% | -$2.13万 | 减仓 |
| APH | AMPHENOL CORP | $66.68万 | 0.18% | 3,782 | -6 | -0.2% | -$1,058 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $67.50万 | 0.18% | 13,325 | 257 | 2.0% | $1.30万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $68.27万 | 0.18% | 4,019 | 76 | 1.9% | $1.29万 | 加仓 |
| NVMI | NOVA LTD | $68.30万 | 0.18% | 1,258 | -47 | -3.6% | -$2.55万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $70.49万 | 0.19% | 1,476 | -61 | -4.0% | -$2.91万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $70.83万 | 0.19% | 1,007 | 164 | 19.5% | $11.53万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $73.89万 | 0.20% | 2,628 | 19 | 0.7% | $5,342 | 加仓 |
| IVW | ISHARES TR | $75.08万 | 0.20% | 5,459 | -2,360 | -30.2% | -$32.46万 | 减仓 |
| ENVA | ENOVA INTL INC | $76.58万 | 0.21% | 3,181 | 504 | 18.8% | $12.13万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $78.68万 | 0.21% | 15,558 | 714 | 4.8% | $3.61万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $80.81万 | 0.22% | 27,018 | 140 | 0.5% | $4,187 | 加仓 |
| TRFK | PACER FDS TR | $89.96万 | 0.24% | 8,431 | 8,431 | — | $89.96万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $94.16万 | 0.25% | 35,830 | -1,371 | -3.7% | -$3.60万 | 减仓 |
| PAVE | GLOBAL X FDS | $95.89万 | 0.26% | 16,274 | 2,823 | 21.0% | $16.63万 | 加仓 |
| AVGO | BROADCOM INC | $104.33万 | 0.28% | 2,762 | 68 | 2.5% | $2.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $134.62万 | 0.36% | 3,609 | -127 | -3.4% | -$4.74万 | 减仓 |
| KLAC | KLA CORP | $146.27万 | 0.39% | 4,848 | -212 | -4.2% | -$6.40万 | 减仓 |
| NEM | NEWMONT CORP | $157.36万 | 0.42% | 16,848 | 444 | 2.7% | $4.15万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $167.08万 | 0.45% | 55,750 | 20,944 | 60.2% | $62.77万 | 加仓 |
| DOCU | DOCUSIGN INC | $168.49万 | 0.45% | 37,931 | 7,526 | 24.8% | $33.43万 | 加仓 |
| CHWY | CHEWY INC | $173.13万 | 0.47% | 88,109 | 32,585 | 58.7% | $64.03万 | 加仓 |
| ADBE | ADOBE INC | $173.30万 | 0.47% | 8,453 | 1,809 | 27.2% | $37.09万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $173.53万 | 0.47% | 61,734 | 19,221 | 45.2% | $54.03万 | 加仓 |
| ABNB | AIRBNB INC | $180.92万 | 0.49% | 12,643 | 12,643 | — | $180.92万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $182.62万 | 0.49% | 13,895 | 2,033 | 17.1% | $26.72万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $190.03万 | 0.51% | 3,700 | 339 | 10.1% | $17.41万 | 加仓 |
| NFLX | NETFLIX INC. | $194.23万 | 0.52% | 27,203 | 3,882 | 16.6% | $27.72万 | 加仓 |