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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $4,067.62万 | 13.29% | 62,546 | -135 | -0.2% | -$8.78万 | 减仓 |
| AGG | ISHARES TR | $3,908.33万 | 12.77% | 393,707 | 227,326 | 136.6% | $2,256.66万 | 加仓 |
| IEF | ISHARES TR | $1,302.01万 | 4.25% | 136,422 | 136,422 | — | $1,302.01万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $1,299.40万 | 4.24% | 141,794 | 130,309 | 1,134.6% | $1,194.15万 | 重新持有 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,139.70万 | 3.72% | 101,659 | 11,653 | 12.9% | $130.64万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,125.66万 | 3.68% | 246,584 | 7,798 | 3.3% | $35.60万 | 加仓 |
| — | EXXON MOBIL CORP | $1,090.93万 | 3.56% | 64,301 | 91 | 0.1% | $1.54万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $742.97万 | 2.43% | 38,713 | 1,144 | 3.0% | $21.96万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $732.35万 | 2.39% | 86,321 | 10,113 | 13.3% | $85.80万 | 加仓 |
| QQH | NORTHERN LTS FD TR III | $714.95万 | 2.34% | 102,385 | 29,622 | 40.7% | $206.85万 | 加仓 |
| LGH | NORTHERN LTS FD TR III | $669.06万 | 2.19% | 117,464 | 32,851 | 38.8% | $187.11万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $646.43万 | 2.11% | 217,725 | 176,640 | 429.9% | $524.44万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $453.67万 | 1.48% | 56,301 | 5,677 | 11.2% | $45.75万 | 加仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $425.43万 | 1.39% | 80,665 | 27,491 | 51.7% | $144.99万 | 加仓 |
| IWM | ISHARES TR | $402.18万 | 1.31% | 16,217 | 3,381 | 26.3% | $83.85万 | 加仓 |
| FIX | COMFORT SYS USA INC | $382.68万 | 1.25% | 2,775 | -271 | -8.9% | -$37.37万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $363.78万 | 1.19% | 13,449 | -2,835 | -17.4% | -$76.68万 | 减仓 |
| AAPL | APPLE INC | $363.02万 | 1.19% | 14,304 | 670 | 4.9% | $17.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $346.85万 | 1.13% | 19,888 | 140 | 0.7% | $2.44万 | 加仓 |
| GLD | SPDR GOLD TR | $344.96万 | 1.13% | 8,017 | 938 | 13.3% | $40.36万 | 加仓 |
| GOOGL | ALPHABET INC | $282.04万 | 0.92% | 9,808 | 284 | 3.0% | $8.17万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $279.29万 | 0.91% | 4,710 | 150 | 3.3% | $8.89万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $277.91万 | 0.91% | 49,031 | 1,504 | 3.2% | $8.52万 | 加仓 |
| FTI | TECHNIPFMC PLC | $267.96万 | 0.88% | 38,762 | 1,205 | 3.2% | $8.33万 | 加仓 |
| QDPL | PACER FDS TR | $258.86万 | 0.85% | 64,491 | 6,341 | 10.9% | $25.45万 | 加仓 |
| AMZN | AMAZON COM INC | $257.38万 | 0.84% | 12,358 | 9,334 | 308.7% | $194.40万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $240.96万 | 0.79% | 5,018 | 360 | 7.7% | $17.29万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $240.75万 | 0.79% | 78,908 | 6,815 | 9.5% | $20.79万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $239.20万 | 0.78% | 50,991 | 2,657 | 5.5% | $12.46万 | 加仓 |
| CLS | CELESTICA INC | $233.88万 | 0.76% | 8,303 | 616 | 8.0% | $17.35万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $226.02万 | 0.74% | 40,709 | 2,884 | 7.6% | $16.01万 | 加仓 |
| META | META PLATFORMS INC | $225.14万 | 0.74% | 3,935 | 327 | 9.1% | $18.71万 | 加仓 |
| NFLX | NETFLIX INC. | $224.23万 | 0.73% | 23,321 | 4,331 | 22.8% | $41.64万 | 加仓 |
| FTNT | FORTINET INC | $223.10万 | 0.73% | 27,301 | 4,488 | 19.7% | $36.68万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $220.33万 | 0.72% | 44,030 | 44,030 | — | $220.33万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $214.16万 | 0.70% | 7,205 | 535 | 8.0% | $15.90万 | 加仓 |
| APP | APPLOVIN CORP | $204.41万 | 0.67% | 5,136 | 903 | 21.3% | $35.94万 | 加仓 |
| EXEL | EXELIXIS INC | $197.05万 | 0.64% | 45,942 | 4,504 | 10.9% | $19.32万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $195.35万 | 0.64% | 14,446 | 1,280 | 9.7% | $17.31万 | 加仓 |
| NEM | NEWMONT CORP | $177.57万 | 0.58% | 16,404 | 16,404 | — | $177.57万 | 新建仓 |
| CSL | CARLISLE COS INC | $171.05万 | 0.56% | 5,127 | 863 | 20.2% | $28.79万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $169.45万 | 0.55% | 11,862 | 11,862 | — | $169.45万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $167.94万 | 0.55% | 3,361 | 375 | 12.6% | $18.74万 | 加仓 |
| ADBE | ADOBE INC | $161.50万 | 0.53% | 6,644 | 1,491 | 28.9% | $36.24万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $160.53万 | 0.52% | 42,513 | 5,790 | 15.8% | $21.86万 | 加仓 |
| CHWY | CHEWY INC | $149.91万 | 0.49% | 55,524 | 15,074 | 37.3% | $40.70万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $148.13万 | 0.48% | 34,806 | 7,771 | 28.7% | $33.07万 | 加仓 |
| DOCU | DOCUSIGN INC | $144.15万 | 0.47% | 30,405 | 10,257 | 50.9% | $48.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $138.30万 | 0.45% | 3,736 | 369 | 11.0% | $13.66万 | 加仓 |
| MELI | MERCADOLIBRE INC | $130.37万 | 0.43% | 754 | 136 | 22.0% | $23.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $129.49万 | 0.42% | 3,833 | 3,833 | — | $129.49万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $119.07万 | 0.39% | 2,063 | -2,848 | -58.0% | -$164.38万 | 减仓 |
| GE | GE AEROSPACE | $115.10万 | 0.38% | 4,056 | 4,056 | — | $115.10万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $95.01万 | 0.31% | 37,201 | -1,805 | -4.6% | -$4.61万 | 减仓 |
| IVW | ISHARES TR | $88.44万 | 0.29% | 7,819 | -18,619 | -70.4% | -$210.60万 | 减仓 |
| AVGO | BROADCOM INC | $83.38万 | 0.27% | 2,694 | -246 | -8.4% | -$7.61万 | 减仓 |
| LQD | ISHARES TR | $82.24万 | 0.27% | 7,546 | -18,839 | -71.4% | -$205.33万 | 减仓 |
| HYG | ISHARES TR | $81.06万 | 0.26% | 10,189 | -25,756 | -71.7% | -$204.91万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $78.13万 | 0.26% | 26,878 | 6,781 | 33.7% | $19.71万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $75.13万 | 0.25% | 14,844 | -157 | -1.0% | -$7,946 | 减仓 |
| KLAC | KLA CORP | $74.52万 | 0.24% | 506 | -100 | -16.5% | -$14.73万 | 减仓 |
| IYZ | ISHARES TR | $71.22万 | 0.23% | 18,113 | -85,304 | -82.5% | -$335.42万 | 减仓 |
| PAVE | GLOBAL X FDS | $68.34万 | 0.22% | 13,451 | 13,451 | — | $68.34万 | 新建仓 |
| IYM | ISHARES TR | $67.31万 | 0.22% | 3,826 | 3,826 | — | $67.31万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $65.33万 | 0.21% | 13,068 | 1,229 | 10.4% | $6.14万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.23万 | 0.21% | 2,609 | 60 | 2.4% | $1.45万 | 加仓 |
| URA | GLOBAL X FDS | $61.45万 | 0.20% | 12,689 | 12,689 | — | $61.45万 | 新建仓 |
| CAMT | CAMTEK LTD | $60.77万 | 0.20% | 4,008 | -756 | -15.9% | -$11.46万 | 减仓 |
| NVMI | NOVA LTD | $56.67万 | 0.19% | 1,305 | -371 | -22.1% | -$16.11万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $56.56万 | 0.18% | 2,807 | -104 | -3.6% | -$2.10万 | 减仓 |
| ITOT | ISHARES TR | $56.02万 | 0.18% | 3,933 | 3,933 | — | $56.02万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $55.14万 | 0.18% | 2,665 | 69 | 2.7% | $1.43万 | 加仓 |
| IYE | ISHARES TR | $54.15万 | 0.18% | 8,360 | 8,360 | — | $54.15万 | 新建仓 |
| WMT | WALMART INC | $53.43万 | 0.17% | 4,299 | 20 | 0.5% | $2,486 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $51.99万 | 0.17% | 843 | 257 | 43.9% | $15.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.94万 | 0.17% | 1,537 | -195 | -11.3% | -$6.59万 | 减仓 |
| IYJ | ISHARES TR | $50.34万 | 0.16% | 3,412 | 3,412 | — | $50.34万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $48.41万 | 0.16% | 3,943 | 117 | 3.1% | $1.44万 | 加仓 |
| APH | AMPHENOL CORP | $47.86万 | 0.16% | 3,788 | -101 | -2.6% | -$1.28万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $47.15万 | 0.15% | 3,448 | 28 | 0.8% | $3,829 | 加仓 |
| — | ISHARES TR | $45.19万 | 0.15% | 16,849 | -129 | -0.8% | -$3,460 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.00万 | 0.15% | 1,841 | 94 | 5.4% | $2.30万 | 加仓 |
| HD | HOME DEPOT INC | $44.96万 | 0.15% | 1,367 | -35 | -2.5% | -$1.15万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $44.72万 | 0.15% | 9,482 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $44.69万 | 0.15% | 9,511 | 9,511 | — | $44.69万 | 新建仓 |
| ADSK | AUTODESK INC | $41.87万 | 0.14% | 1,749 | 1,749 | — | $41.87万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $41.83万 | 0.14% | 3,555 | 100 | 2.9% | $1.18万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $40.20万 | 0.13% | 13,241 | 1,747 | 15.2% | $5.30万 | 加仓 |
| CSCO | CISCO SYS INC | $39.71万 | 0.13% | 5,118 | 101 | 2.0% | $7,837 | 加仓 |
| RBC | RBC BEARINGS INC | $39.65万 | 0.13% | 730 | 730 | — | $39.65万 | 新建仓 |
| C | CITIGROUP INC | $39.41万 | 0.13% | 3,475 | 211 | 6.5% | $2.39万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $38.91万 | 0.13% | 3,997 | 3,997 | — | $38.91万 | 新建仓 |
| EEM | ISHARES TR | $38.12万 | 0.12% | 6,712 | -43,249 | -86.6% | -$245.61万 | 减仓 |
| RTX | RTX CORPORATION | $37.54万 | 0.12% | 1,946 | 50 | 2.6% | $9,645 | 加仓 |
| LAUR | LAUREATE ED INC | $37.37万 | 0.12% | 10,727 | 10,727 | — | $37.37万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $37.31万 | 0.12% | 1,240 | 49 | 4.1% | $1.47万 | 加仓 |
| IJS | ISHARES TR | $37.03万 | 0.12% | 3,126 | 3,126 | — | $37.03万 | 新建仓 |
| ABBV | ABBVIE INC | $36.93万 | 0.12% | 1,698 | 3 | 0.2% | $652 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $36.80万 | 0.12% | 1,251 | 247 | 24.6% | $7.27万 | 加仓 |
| ENVA | ENOVA INTL INC | $36.36万 | 0.12% | 2,677 | 2,677 | — | $36.36万 | 新建仓 |