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 |
|---|---|---|---|---|---|---|---|---|
| FUTU | FUTU HLDGS LTD | $34.86万 | 0.09% | 3,719 | 271 | 7.9% | $2.54万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $34.48万 | 0.09% | 1,224 | -16 | -1.3% | -$4,507 | 减仓 |
| PG | PROCTER & GAMBLE CO | $34.18万 | 0.09% | 2,331 | 127 | 5.8% | $1.86万 | 加仓 |
| QCOM | QUALCOMM INC | $33.59万 | 0.09% | 1,818 | 33 | 1.8% | $6,098 | 加仓 |
| UNP | UNION PAC CORP | $33.54万 | 0.09% | 1,233 | -2 | -0.2% | -$544 | 减仓 |
| TW | TRADEWEB MKTS INC | $33.42万 | 0.09% | 3,353 | -202 | -5.7% | -$2.01万 | 减仓 |
| ITOT | ISHARES TR | $33.10万 | 0.09% | 2,015 | -1,918 | -48.8% | -$31.51万 | 减仓 |
| ADSK | AUTODESK INC | $32.92万 | 0.09% | 1,693 | -56 | -3.2% | -$1.09万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $32.84万 | 0.09% | 6,440 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $32.16万 | 0.09% | 888 | -2 | -0.2% | -$724 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $31.25万 | 0.08% | 3,863 | -134 | -3.4% | -$1.08万 | 减仓 |
| MO | ALTRIA GROUP INC | $30.84万 | 0.08% | 4,287 | 264 | 6.6% | $1.90万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $30.84万 | 0.08% | 3,514 | -149 | -4.1% | -$1.31万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $30.68万 | 0.08% | 11,863 | 1,829 | 18.2% | $4.73万 | 加仓 |
| TTD | THE TRADE DESK INC | $30.40万 | 0.08% | 16,813 | 4,084 | 32.1% | $7.38万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $29.88万 | 0.08% | 17,892 | 7,886 | 78.8% | $13.17万 | 加仓 |
| TSLA | TESLA INC | $29.72万 | 0.08% | 707 | 146 | 26.0% | $6.14万 | 加仓 |
| HCMT | DIREXION SHARES ETF TRUST | $29.22万 | 0.08% | 6,968 | -448 | -6.0% | -$1.88万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $28.69万 | 0.08% | 7,853 | -318 | -3.9% | -$1.16万 | 减仓 |
| TXN | TEXAS INSTRS INC | $28.02万 | 0.08% | 940 | 940 | — | $28.02万 | 新建仓 |
| MCD | MCDONALDS CORP | $27.49万 | 0.07% | 1,017 | -38 | -3.6% | -$1.03万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $27.05万 | 0.07% | 531 | -18 | -3.3% | -$9,170 | 减仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $27.01万 | 0.07% | 5,350 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $25.11万 | 0.07% | 2,018 | 2,018 | — | $25.11万 | 新建仓 |
| PEP | PEPSICO INC | $24.70万 | 0.07% | 1,824 | -91 | -4.8% | -$1.23万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $24.63万 | 0.07% | 5,595 | 5,595 | — | $24.63万 | 新建仓 |
| ORCL | ORACLE CORP | $23.37万 | 0.06% | 1,595 | 64 | 4.2% | $9,379 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.77万 | 0.06% | 455 | 455 | — | $22.77万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.34万 | 0.05% | 7,209 | -519 | -6.7% | -$1.46万 | 减仓 |
| 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 |