Lifeworks Advisors, LLC
GRAND RAPIDS MI · SEC CIK 0001882132
$7.79亿2026Q1 申报市值
297持仓数
26.4%前十大占比 · 第一大 6.8%
27 / 52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
GSG 新建仓+$1,089.98万
KR 加仓+$500.84万
L 新建仓+$478.90万
AMCR 新建仓+$384.76万
RTX 加仓+$383.45万
2026Q1 卖出最多 按季末市值估算
VTRS 减仓-$612.73万
LYB 减仓-$581.45万
AMCOR PLC 清仓-$479.91万
STX 减仓-$324.02万
QQQ 减仓-$293.84万
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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $28.00万 | 0.04% | 4,334 | -1,309 | -23.2% | -$8.46万 | 减仓 |
| BIL | SPDR SERIES TRUST | $28.57万 | 0.04% | 3,117 | -460 | -12.9% | -$4.22万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $28.64万 | 0.04% | 68 | 8 | 13.3% | $3.37万 | 加仓 |
| DAL | DELTA AIR LINES INC | $28.72万 | 0.04% | 4,320 | -112 | -2.5% | -$7,446 | 减仓 |
| IJH | ISHARES TR | $28.78万 | 0.04% | 4,262 | -289 | -6.4% | -$1.95万 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $29.00万 | 0.04% | 7,834 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $29.26万 | 0.04% | 1,809 | -100 | -5.2% | -$1.62万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.41万 | 0.04% | 1,494 | -811 | -35.2% | -$15.97万 | 减仓 |
| IHE | ISHARES TR | $30.11万 | 0.04% | 3,473 | 3,473 | — | $30.11万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.56万 | 0.04% | 5,039 | 64 | 1.3% | $3,882 | 加仓 |
| SYY | SYSCO CORP | $30.86万 | 0.04% | 4,327 | 40 | 0.9% | $2,853 | 加仓 |
| ENB | ENBRIDGE INC | $31.44万 | 0.04% | 5,808 | 53 | 0.9% | $2,869 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $31.96万 | 0.04% | 6,352 | -312 | -4.7% | -$1.57万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.08万 | 0.04% | 6,339 | -28,151 | -81.6% | -$142.47万 | 减仓 |
| ADI | ANALOG DEVICES INC | $32.10万 | 0.04% | 1,009 | -27 | -2.6% | -$8,590 | 减仓 |
| WFC | WELLS FARGO & CO | $32.59万 | 0.04% | 4,094 | -6 | -0.1% | -$478 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $32.76万 | 0.04% | 6,978 | -400 | -5.4% | -$1.88万 | 减仓 |
| — | STRATEGY SHS | $32.78万 | 0.04% | 10,410 | -10,657 | -50.6% | -$33.56万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $33.04万 | 0.04% | 3,279 | 29 | 0.9% | $2,922 | 加仓 |
| CAG | CONAGRA BRANDS INC | $33.42万 | 0.04% | 21,257 | -580 | -2.7% | -$9,118 | 减仓 |
| UNP | UNION PAC CORP | $33.85万 | 0.04% | 1,395 | 36 | 2.6% | $8,737 | 加仓 |
| IYR | ISHARES TR | $35.27万 | 0.05% | 3,730 | -7,701 | -67.4% | -$72.81万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $35.44万 | 0.05% | 1,919 | 1,919 | — | $35.44万 | 新建仓 |
| DOW | DOW HLDGS INC | $35.51万 | 0.05% | 8,526 | -4,760 | -35.8% | -$19.82万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $35.72万 | 0.05% | 8,458 | -38 | -0.4% | -$1,605 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $36.44万 | 0.05% | 10,547 | -82 | -0.8% | -$2,833 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $36.77万 | 0.05% | 8,955 | 8,955 | — | $36.77万 | 新建仓 |
| TIPX | SPDR SERIES TRUST | $36.83万 | 0.05% | 19,193 | -189 | -1.0% | -$3,627 | 减仓 |
| LMUB | ISHARES TR | $37.14万 | 0.05% | 7,438 | 7,438 | — | $37.14万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $38.18万 | 0.05% | 11,670 | 11,670 | — | $38.18万 | 新建仓 |
| LOW | LOWES COS INC | $38.28万 | 0.05% | 1,620 | -120 | -6.9% | -$2.84万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $38.31万 | 0.05% | 2,613 | -240 | -8.4% | -$3.52万 | 减仓 |
| SHY | ISHARES TR | $38.34万 | 0.05% | 4,643 | -776 | -14.3% | -$6.41万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $38.77万 | 0.05% | 15,664 | -12,841 | -45.0% | -$31.78万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $40.34万 | 0.05% | 8,059 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $40.60万 | 0.05% | 2,704 | 235 | 9.5% | $3.53万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $40.92万 | 0.05% | 4,160 | 192 | 4.8% | $1.89万 | 加仓 |
| WELL | WELLTOWER INC | $40.97万 | 0.05% | 2,072 | 2,072 | — | $40.97万 | 新建仓 |
| CVS | CVS HEALTH CORP | $41.22万 | 0.05% | 5,739 | 5,739 | — | $41.22万 | 新建仓 |
| IAGG | ISHARES TR | $41.91万 | 0.05% | 8,376 | -3,198 | -27.6% | -$16.00万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.44万 | 0.05% | 3,238 | -114 | -3.4% | -$1.49万 | 减仓 |
| ALB | ALBEMARLE CORP | $42.62万 | 0.05% | 2,374 | 2,374 | — | $42.62万 | 新建仓 |
| MTUM | ISHARES TR | $42.70万 | 0.05% | 1,779 | -29 | -1.6% | -$6,961 | 减仓 |
| FE | FIRSTENERGY CORP | $43.09万 | 0.06% | 8,505 | 2,883 | 51.3% | $14.61万 | 加仓 |
| EBND | SPDR SERIES TRUST | $43.59万 | 0.06% | 21,121 | -363 | -1.7% | -$7,492 | 减仓 |
| TLH | ISHARES TR | $43.65万 | 0.06% | 4,334 | -2,232 | -34.0% | -$22.48万 | 减仓 |
| SHM | SPDR SERIES TRUST | $44.88万 | 0.06% | 9,384 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $45.83万 | 0.06% | 1,750 | 41 | 2.4% | $1.07万 | 加仓 |
| T | AT&T INC | $45.83万 | 0.06% | 15,809 | 1,532 | 10.7% | $4.44万 | 加仓 |
| — | EA SERIES TRUST | $46.57万 | 0.06% | 14,858 | -11,807 | -44.3% | -$37.01万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $47.73万 | 0.06% | 7,007 | -1,547 | -18.1% | -$10.54万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $47.83万 | 0.06% | 14,163 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $47.92万 | 0.06% | 9,024 | 83 | 0.9% | $4,407 | 加仓 |
| CME | CME GROUP INC | $48.09万 | 0.06% | 1,628 | 19 | 1.2% | $5,613 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $48.23万 | 0.06% | 13,315 | -358 | -2.6% | -$1.30万 | 减仓 |
| GOOG | ALPHABET INC | $49.75万 | 0.06% | 1,734 | 310 | 21.8% | $8.89万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $49.79万 | 0.06% | 3,802 | 3,802 | — | $49.79万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $50.32万 | 0.06% | 3,044 | -47 | -1.5% | -$7,770 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $50.65万 | 0.06% | 8,268 | -1,268 | -13.3% | -$7.77万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $51.96万 | 0.07% | 1,224 | -78 | -6.0% | -$3.31万 | 减仓 |
| PKG | PACKAGING CORP AMER | $52.01万 | 0.07% | 2,451 | 22 | 0.9% | $4,668 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $52.03万 | 0.07% | 8,119 | 1,026 | 14.5% | $6.57万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $52.08万 | 0.07% | 1,874 | 166 | 9.7% | $4.61万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $52.35万 | 0.07% | 8,342 | -140 | -1.7% | -$8,785 | 减仓 |
| NOBL | PROSHARES TR | $54.08万 | 0.07% | 5,101 | 295 | 6.1% | $3.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $54.59万 | 0.07% | 2,017 | 291 | 16.9% | $7.88万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $54.77万 | 0.07% | 5,677 | 1,168 | 25.9% | $11.27万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $55.01万 | 0.07% | 4,860 | -634 | -11.5% | -$7.18万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $55.24万 | 0.07% | 2,818 | -102 | -3.5% | -$2.00万 | 减仓 |
| TRMB | TRIMBLE INC | $55.46万 | 0.07% | 8,502 | 1,033 | 13.8% | $6.74万 | 加仓 |
| GIS | GENERAL MILLS INC | $55.75万 | 0.07% | 14,979 | 1,493 | 11.1% | $5.56万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $55.97万 | 0.07% | 1,912 | 298 | 18.5% | $8.72万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $56.88万 | 0.07% | 11,401 | -1,296 | -10.2% | -$6.47万 | 减仓 |
| TER | TERADYNE INC | $57.01万 | 0.07% | 1,923 | 4 | 0.2% | $1,186 | 加仓 |
| CVX | CHEVRON CORPORATION | $57.36万 | 0.07% | 2,772 | 126 | 4.8% | $2.61万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $58.18万 | 0.07% | 24,951 | -51,823 | -67.5% | -$120.85万 | 减仓 |
| MCD | MCDONALDS CORP | $59.16万 | 0.08% | 1,904 | -46 | -2.4% | -$1.43万 | 减仓 |
| TXN | TEXAS INSTRS INC | $59.96万 | 0.08% | 3,089 | -468 | -13.2% | -$9.08万 | 减仓 |
| HRL | HORMEL FOODS CORP | $60.27万 | 0.08% | 26,611 | 26,611 | — | $60.27万 | 新建仓 |
| ADSK | AUTODESK INC | $60.30万 | 0.08% | 2,519 | 573 | 29.4% | $13.72万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $60.83万 | 0.08% | 8,778 | 3,253 | 58.9% | $22.54万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $60.92万 | 0.08% | 23,761 | -33,007 | -58.1% | -$84.63万 | 减仓 |
| DIS | DISNEY WALT CO | $61.02万 | 0.08% | 6,331 | 22 | 0.3% | $2,120 | 加仓 |
| SPTS | SPDR SERIES TRUST | $61.08万 | 0.08% | 20,933 | -5,455 | -20.7% | -$15.92万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $61.32万 | 0.08% | 2,102 | 22 | 1.1% | $6,417 | 加仓 |
| VLO | VALERO ENERGY CORP | $61.64万 | 0.08% | 2,495 | 52 | 2.1% | $1.28万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $61.97万 | 0.08% | 7,271 | -1,484 | -17.0% | -$12.65万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $62.93万 | 0.08% | 576 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $63.52万 | 0.08% | 3,465 | -468 | -11.9% | -$8.58万 | 减仓 |
| MPC | MARATHON PETE CORP | $65.83万 | 0.08% | 2,696 | 216 | 8.7% | $5.27万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $66.15万 | 0.08% | 20,076 | 1,601 | 8.7% | $5.28万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $67.01万 | 0.09% | 23,339 | 3,761 | 19.2% | $10.80万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $67.78万 | 0.09% | 11,578 | -3,254 | -21.9% | -$19.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $69.45万 | 0.09% | 2,418 | -805 | -25.0% | -$23.12万 | 减仓 |
| EFA | ISHARES TR | $70.05万 | 0.09% | 7,212 | 1,649 | 29.6% | $16.02万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $70.09万 | 0.09% | 3,446 | 3,446 | — | $70.09万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $72.01万 | 0.09% | 14,903 | -62 | -0.4% | -$2,996 | 减仓 |
| GE | GE AEROSPACE | $72.58万 | 0.09% | 2,558 | 198 | 8.4% | $5.62万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $72.66万 | 0.09% | 21,460 | -1,162 | -5.1% | -$3.93万 | 减仓 |
| MSTR | STRATEGY INC | $73.90万 | 0.09% | 5,921 | 117 | 2.0% | $1.46万 | 加仓 |