Lifeworks Advisors, LLC
GRAND RAPIDS MI · SEC CIK 0001882132
$9.55亿2026Q2 申报市值
337持仓数
26.6%前十大占比 · 第一大 6.6%
48 / 12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
QQQ 加仓+$1,019.50万
BOXX 加仓+$800.22万
EEM 加仓+$607.29万
SPDW 加仓+$433.49万
SPY 加仓+$425.43万
2026Q2 卖出最多 按季末市值估算
GLD 减仓-$789.33万
GSG 减仓-$738.81万
VGK 减仓-$289.81万
DELL 减仓-$245.80万
VTRS 减仓-$237.25万
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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | $34.72万 | 0.04% | 980 | 980 | — | $34.72万 | 新建仓 |
| CME | CME GROUP INC | $34.82万 | 0.04% | 1,577 | -51 | -3.1% | -$1.13万 | 减仓 |
| GIS | GENERAL MILLS INC | $35.62万 | 0.04% | 10,236 | -4,743 | -31.7% | -$16.51万 | 减仓 |
| NUE | NUCOR CORP | $35.66万 | 0.04% | 1,601 | 1,601 | — | $35.66万 | 新建仓 |
| ADSK | AUTODESK INC | $35.79万 | 0.04% | 1,841 | -678 | -26.9% | -$13.18万 | 减仓 |
| — | TIDAL TRUST II | $35.83万 | 0.04% | 4,066 | 4,066 | — | $35.83万 | 新建仓 |
| GWX | SPDR INDEX SHS FDS | $36.30万 | 0.04% | 8,295 | -163 | -1.9% | -$7,133 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $36.47万 | 0.04% | 2,666 | -572 | -17.7% | -$7.83万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $37.07万 | 0.04% | 5,054 | -22,509 | -81.7% | -$165.10万 | 减仓 |
| O | REALTY INCOME CORP | $37.28万 | 0.04% | 6,016 | 6,016 | — | $37.28万 | 新建仓 |
| TAXF | AMERICAN CENTY ETF TR | $37.82万 | 0.04% | 7,439 | -620 | -7.7% | -$3.15万 | 减仓 |
| SGOV | ISHARES TR | $37.99万 | 0.04% | 3,774 | 3,774 | — | $37.99万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $38.21万 | 0.04% | 12,023 | 353 | 3.0% | $1.12万 | 加仓 |
| CB | CHUBB LIMITED | $38.27万 | 0.04% | 1,123 | 1,123 | — | $38.27万 | 新建仓 |
| WELL | WELLTOWER INC | $38.55万 | 0.04% | 1,699 | -373 | -18.0% | -$8.46万 | 减仓 |
| DAL | DELTA AIR LINES INC | $38.62万 | 0.04% | 4,123 | -197 | -4.6% | -$1.85万 | 减仓 |
| DASH | DOORDASH INC | $38.71万 | 0.04% | 2,098 | -606 | -22.4% | -$11.18万 | 减仓 |
| TLH | ISHARES TR | $38.94万 | 0.04% | 3,880 | -454 | -10.5% | -$4.56万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.02万 | 0.04% | 817 | 48 | 6.2% | $2.29万 | 加仓 |
| IBDS | ISHARES TR | $39.54万 | 0.04% | 16,325 | 16,325 | — | $39.54万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $39.79万 | 0.04% | 6,666 | 6,666 | — | $39.79万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $40.00万 | 0.04% | 3,721 | -439 | -10.6% | -$4.72万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $40.23万 | 0.04% | 9,333 | -3,982 | -29.9% | -$17.17万 | 减仓 |
| DVA | DAVITA INC | $40.27万 | 0.04% | 1,810 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $40.67万 | 0.04% | 7,930 | 7,930 | — | $40.67万 | 新建仓 |
| ENB | ENBRIDGE INC | $40.82万 | 0.04% | 7,529 | 1,721 | 29.6% | $9.33万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $42.09万 | 0.04% | 2,327 | -717 | -23.6% | -$12.97万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $42.28万 | 0.04% | 8,402 | 3,240 | 62.8% | $16.31万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $42.86万 | 0.04% | 10,547 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $43.35万 | 0.05% | 20,721 | -400 | -1.9% | -$8,368 | 减仓 |
| LOW | LOWES COS INC | $43.50万 | 0.05% | 1,973 | 353 | 21.8% | $7.78万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $43.68万 | 0.05% | 2,358 | 549 | 30.3% | $10.17万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $43.84万 | 0.05% | 3,994 | -1,683 | -29.6% | -$18.47万 | 减仓 |
| FE | FIRSTENERGY CORP | $44.55万 | 0.05% | 9,372 | 867 | 10.2% | $4.12万 | 加仓 |
| SHM | SPDR SERIES TRUST | $45.01万 | 0.05% | 9,384 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $45.63万 | 0.05% | 2,423 | 2,423 | — | $45.63万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $46.07万 | 0.05% | 18,767 | -4,572 | -19.6% | -$11.22万 | 减仓 |
| CVS | CVS HEALTH CORP | $46.68万 | 0.05% | 4,512 | -1,227 | -21.4% | -$12.69万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $46.96万 | 0.05% | 3,214 | -588 | -15.5% | -$8.59万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $47.36万 | 0.05% | 6,816 | -191 | -2.7% | -$1.33万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $47.94万 | 0.05% | 9,518 | 563 | 6.3% | $2.84万 | 加仓 |
| INTC | INTEL CORP | $48.07万 | 0.05% | 3,443 | 3,443 | — | $48.07万 | 新建仓 |
| ALB | ALBEMARLE CORP | $48.11万 | 0.05% | 3,563 | 1,189 | 50.1% | $16.05万 | 加仓 |
| VB | VANGUARD INDEX FDS | $48.14万 | 0.05% | 1,588 | -162 | -9.3% | -$4.91万 | 减仓 |
| EG | EVEREST GROUP LTD | $49.19万 | 0.05% | 1,377 | -1,079 | -43.9% | -$38.55万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $49.42万 | 0.05% | 9,305 | 1,037 | 12.5% | $5.51万 | 加仓 |
| MSTR | STRATEGY INC | $49.93万 | 0.05% | 5,744 | -177 | -3.0% | -$1.54万 | 减仓 |
| VLO | VALERO ENERGY CORP | $50.37万 | 0.05% | 1,934 | -561 | -22.5% | -$14.61万 | 减仓 |
| TRMB | TRIMBLE INC | $51.12万 | 0.05% | 9,988 | 1,486 | 17.5% | $7.61万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $51.19万 | 0.05% | 2,485 | -333 | -11.8% | -$6.86万 | 减仓 |
| TGT | TARGET CORP | $51.45万 | 0.05% | 3,939 | 3,939 | — | $51.45万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $51.74万 | 0.05% | 14,163 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $52.48万 | 0.05% | 22,927 | 22,927 | — | $52.48万 | 新建仓 |
| MTUM | ISHARES TR | $53.07万 | 0.06% | 1,548 | -231 | -13.0% | -$7.92万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $53.57万 | 0.06% | 5,874 | 1,540 | 35.5% | $14.04万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $53.69万 | 0.06% | 2,818 | -3,842 | -57.7% | -$73.20万 | 重新持有 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $53.79万 | 0.06% | 10,217 | -23,735 | -69.9% | -$124.96万 | 减仓 |
| ETN | EATON CORP PLC | $54.33万 | 0.06% | 1,275 | -2,936 | -69.7% | -$125.11万 | 减仓 |
| PKG | PACKAGING CORP AMER | $55.54万 | 0.06% | 2,331 | -120 | -4.9% | -$2.86万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $55.62万 | 0.06% | 9,556 | -2,022 | -17.5% | -$11.77万 | 减仓 |
| LMUB | ISHARES TR | $58.56万 | 0.06% | 11,434 | 3,996 | 53.7% | $20.47万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $59.39万 | 0.06% | 11,744 | 5,405 | 85.3% | $27.33万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $59.58万 | 0.06% | 3,755 | 1,142 | 43.7% | $18.12万 | 加仓 |
| NOBL | PROSHARES TR | $60.09万 | 0.06% | 10,699 | 497 | 4.9% | $2.79万 | 加仓 |
| DIS | DISNEY WALT CO | $60.75万 | 0.06% | 6,311 | -20 | -0.3% | -$1,925 | 减仓 |
| SPHY | SPDR SERIES TRUST | $61.41万 | 0.06% | 26,197 | 1,246 | 5.0% | $2.92万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $63.20万 | 0.07% | 22,815 | 7,151 | 45.7% | $19.81万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $64.28万 | 0.07% | 25,110 | 25,110 | — | $64.28万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $64.29万 | 0.07% | 8,757 | -2,236 | -20.3% | -$16.41万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $65.06万 | 0.07% | 17,777 | 17,777 | — | $65.06万 | 新建仓 |
| GOOG | ALPHABET INC | $65.13万 | 0.07% | 1,843 | 109 | 6.3% | $3.85万 | 加仓 |
| AMGN | AMGEN INC | $65.23万 | 0.07% | 1,801 | -571 | -24.1% | -$20.68万 | 减仓 |
| SYY | SYSCO CORP | $65.32万 | 0.07% | 7,815 | 3,488 | 80.6% | $29.15万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $65.43万 | 0.07% | 5,914 | 1,054 | 21.7% | $11.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $66.35万 | 0.07% | 1,793 | -612 | -25.4% | -$22.65万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $67.35万 | 0.07% | 6,221 | 185 | 3.1% | $2.00万 | 加仓 |
| QUAL | ISHARES TR | $67.94万 | 0.07% | 3,096 | -772 | -20.0% | -$16.94万 | 减仓 |
| SGOL | ETFS GOLD TR | $68.21万 | 0.07% | 17,841 | -3,363 | -15.9% | -$12.86万 | 减仓 |
| MPC | MARATHON PETE CORP | $68.29万 | 0.07% | 2,671 | -25 | -0.9% | -$6,392 | 减仓 |
| CVX | CHEVRON CORPORATION | $68.84万 | 0.07% | 4,153 | 1,381 | 49.8% | $22.89万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $69.16万 | 0.07% | 2,095 | -7 | -0.3% | -$2,311 | 减仓 |
| AGG | ISHARES TR | $69.46万 | 0.07% | 7,018 | -1,490 | -17.5% | -$14.75万 | 减仓 |
| MCD | MCDONALDS CORP | $71.39万 | 0.07% | 2,641 | 737 | 38.7% | $19.92万 | 加仓 |
| XEL | XCEL ENERGY INC | $71.63万 | 0.08% | 8,921 | -794 | -8.2% | -$6.38万 | 减仓 |
| BIIB | BIOGEN INC | $71.85万 | 0.08% | 3,326 | -139 | -4.0% | -$3.00万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $73.41万 | 0.08% | 1,956 | 82 | 4.4% | $3.08万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $74.63万 | 0.08% | 3,521 | -499 | -12.4% | -$10.58万 | 减仓 |
| EFA | ISHARES TR | $74.92万 | 0.08% | 7,212 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $75.69万 | 0.08% | 3,186 | 3,186 | — | $75.69万 | 新建仓 |
| IGSB | ISHARES TR | $76.05万 | 0.08% | 14,511 | 9,404 | 184.1% | $49.29万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $76.27万 | 0.08% | 1,497 | 17 | 1.1% | $8,661 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $76.50万 | 0.08% | 1,978 | 66 | 3.5% | $2.55万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $76.77万 | 0.08% | 1,847 | -170 | -8.4% | -$7.07万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $77.24万 | 0.08% | 13,394 | -1,509 | -10.1% | -$8.70万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $77.73万 | 0.08% | 27,380 | -4,115 | -13.1% | -$11.68万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $79.21万 | 0.08% | 573 | -3 | -0.5% | -$4,147 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $80.96万 | 0.08% | 19,121 | 3,583 | 23.1% | $15.17万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $81.75万 | 0.09% | 18,986 | 18,986 | — | $81.75万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $82.31万 | 0.09% | 20,471 | -989 | -4.6% | -$3.98万 | 减仓 |
| DLTR | DOLLAR TREE INC | $83.19万 | 0.09% | 6,878 | 59 | 0.9% | $7,136 | 加仓 |