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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $35.85万 | 0.12% | 2,980 | 4 | 0.1% | $481 | 加仓 |
| KO | COCA COLA CO | $34.22万 | 0.11% | 4,500 | 395 | 9.6% | $3.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $34.02万 | 0.11% | 3,663 | 255 | 7.5% | $2.37万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $33.84万 | 0.11% | 400 | -5 | -1.2% | -$4,230 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.18万 | 0.11% | 549 | 132 | 31.7% | $7.98万 | 加仓 |
| MS | MORGAN STANLEY | $33.16万 | 0.11% | 2,015 | 73 | 3.8% | $1.20万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $33.08万 | 0.11% | 17,263 | 4,583 | 36.1% | $8.78万 | 加仓 |
| LIN | LINDE PLC | $32.87万 | 0.11% | 663 | 663 | — | $32.87万 | 新建仓 |
| IBND | SPDR SERIES TRUST | $32.86万 | 0.11% | 10,572 | -473,800 | -97.8% | -$1,472.53万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $32.83万 | 0.11% | 6,440 | -520 | -7.5% | -$2.65万 | 减仓 |
| MCD | MCDONALDS CORP | $32.79万 | 0.11% | 1,055 | 104 | 10.9% | $3.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $31.83万 | 0.10% | 2,204 | -11 | -0.5% | -$1,589 | 减仓 |
| AMGN | AMGEN INC | $31.31万 | 0.10% | 890 | 27 | 3.1% | $9,500 | 加仓 |
| BAC | BANK AMERICA CORP | $31.24万 | 0.10% | 6,408 | 114 | 1.8% | $5,558 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $30.55万 | 0.10% | 10,034 | 2,690 | 36.6% | $8.19万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $30.32万 | 0.10% | 2,806 | 704 | 33.5% | $7.61万 | 加仓 |
| UNP | UNION PAC CORP | $29.96万 | 0.10% | 1,235 | 91 | 8.0% | $2.21万 | 加仓 |
| PEP | PEPSICO INC | $29.74万 | 0.10% | 1,915 | 165 | 9.4% | $2.56万 | 加仓 |
| TTD | THE TRADE DESK INC | $28.88万 | 0.09% | 12,729 | 4,986 | 64.4% | $11.31万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $27.59万 | 0.09% | 8,171 | -315,999 | -97.5% | -$1,067.13万 | 减仓 |
| MO | ALTRIA GROUP INC | $26.55万 | 0.09% | 4,023 | -548 | -12.0% | -$3.62万 | 减仓 |
| HCMT | DIREXION SHARES ETF TRUST | $26.10万 | 0.09% | 7,416 | 1 | 0.0% | $35 | 加仓 |
| T | AT&T INC | $26.07万 | 0.09% | 8,993 | -1,518 | -14.4% | -$4.40万 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $25.34万 | 0.08% | 5,350 | 0 | 0.0% | — | 不变 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $23.06万 | 0.08% | 6,050 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $22.99万 | 0.08% | 1,785 | 1 | 0.1% | $129 | 加仓 |
| ORCL | ORACLE CORP | $22.52万 | 0.07% | 1,531 | 464 | 43.5% | $6.83万 | 加仓 |
| COP | CONOCOPHILLIPS | $22.48万 | 0.07% | 1,703 | -2,561 | -60.1% | -$33.81万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $22.05万 | 0.07% | 815 | 47 | 6.1% | $1.27万 | 加仓 |
| DVYE | ISHARES INC | $21.77万 | 0.07% | 6,331 | 6,331 | — | $21.77万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.32万 | 0.07% | 7,728 | -1,539 | -16.6% | -$4.25万 | 减仓 |
| TSLA | TESLA INC | $20.84万 | 0.07% | 561 | 22 | 4.1% | $8,174 | 加仓 |
| AGNC | AGNC INVT CORP | $17.44万 | 0.06% | 17,392 | -674 | -3.7% | -$6,760 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $17.12万 | 0.06% | 10,006 | -2,102 | -17.4% | -$3.60万 | 减仓 |
| 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 |