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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $74.20万 | 0.10% | 3,868 | -564 | -12.7% | -$10.82万 | 减仓 |
| DLTR | DOLLAR TREE INC | $74.68万 | 0.10% | 6,819 | -1,039 | -13.2% | -$11.38万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $74.97万 | 0.10% | 3,253 | -89 | -2.7% | -$2.05万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $77.15万 | 0.10% | 2,405 | 405 | 20.2% | $12.99万 | 加仓 |
| XEL | XCEL ENERGY INC | $77.18万 | 0.10% | 9,715 | 5,082 | 109.7% | $40.37万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $78.00万 | 0.10% | 15,538 | -1,217 | -7.3% | -$6.11万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $78.37万 | 0.10% | 6,036 | -308 | -4.9% | -$4.00万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $78.78万 | 0.10% | 4,020 | -235 | -5.5% | -$4.61万 | 减仓 |
| EG | EVEREST GROUP LTD | $80.26万 | 0.10% | 2,456 | 82 | 3.5% | $2.68万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $80.95万 | 0.10% | 10,993 | 967 | 9.6% | $7.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.13万 | 0.10% | 1,693 | 39 | 2.4% | $1.87万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $81.91万 | 0.11% | 2,098 | -71 | -3.3% | -$2.77万 | 减仓 |
| APP | APPLOVIN CORP | $82.97万 | 0.11% | 2,085 | 620 | 42.3% | $24.67万 | 加仓 |
| AMGN | AMGEN INC | $83.47万 | 0.11% | 2,372 | -39 | -1.6% | -$1.37万 | 减仓 |
| AGG | ISHARES TR | $84.46万 | 0.11% | 8,508 | -2,169 | -20.3% | -$21.53万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $89.48万 | 0.11% | 1,480 | -35 | -2.3% | -$2.12万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $90.26万 | 0.12% | 31,495 | 2,472 | 8.5% | $7.08万 | 加仓 |
| QQQ | INVESCO QQQ TR | $91.29万 | 0.12% | 1,582 | -5,092 | -76.3% | -$293.84万 | 减仓 |
| EFG | ISHARES TR | $92.04万 | 0.12% | 8,264 | 5,046 | 156.8% | $56.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.76万 | 0.12% | 931 | 7 | 0.8% | $6,974 | 加仓 |
| IUSB | ISHARES TR | $93.35万 | 0.12% | 20,211 | 721 | 3.7% | $3.33万 | 加仓 |
| SGOL | ETFS GOLD TR | $94.61万 | 0.12% | 21,204 | -37,039 | -63.6% | -$165.27万 | 减仓 |
| INCY | INCYTE CORP | $94.71万 | 0.12% | 10,063 | 1,786 | 21.6% | $16.81万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $96.28万 | 0.12% | 2,850 | -2,192 | -43.5% | -$74.05万 | 减仓 |
| BA | BOEING CO | $97.22万 | 0.12% | 4,885 | 2,849 | 139.9% | $56.70万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $98.90万 | 0.13% | 6,847 | 155 | 2.3% | $2.24万 | 加仓 |
| PEP | PEPSICO INC | $99.23万 | 0.13% | 6,390 | 490 | 8.3% | $7.61万 | 加仓 |
| KO | COCA COLA CO | $102.47万 | 0.13% | 13,474 | -156 | -1.1% | -$1.19万 | 减仓 |
| — | ELECTRONIC ARTS INC | $103.64万 | 0.13% | 5,083 | 5,083 | — | $103.64万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $105.17万 | 0.13% | 14,621 | 1,160 | 8.6% | $8.34万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $108.52万 | 0.14% | 18,324 | -87 | -0.5% | -$5,152 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $108.55万 | 0.14% | 3,690 | 29 | 0.8% | $8,531 | 加仓 |
| HD | HOME DEPOT INC | $108.68万 | 0.14% | 3,304 | -29 | -0.9% | -$9,539 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $108.88万 | 0.14% | 3,600 | 1,019 | 39.5% | $30.82万 | 加仓 |
| KLAC | KLA CORP | $111.17万 | 0.14% | 755 | -242 | -24.3% | -$35.63万 | 减仓 |
| IEMG | ISHARES INC | $112.72万 | 0.14% | 16,161 | -2,679 | -14.2% | -$18.69万 | 减仓 |
| IVE | ISHARES TR | $122.42万 | 0.16% | 5,798 | -473 | -7.5% | -$9.99万 | 减仓 |
| AVGO | BROADCOM INC | $123.09万 | 0.16% | 3,977 | -284 | -6.7% | -$8.79万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $129.52万 | 0.17% | 16,382 | 1,531 | 10.3% | $12.10万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $132.83万 | 0.17% | 28,317 | -1,881 | -6.2% | -$8.82万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $132.89万 | 0.17% | 2,883 | -32 | -1.1% | -$1.47万 | 减仓 |
| EFV | ISHARES TR | $133.68万 | 0.17% | 17,980 | -1,527 | -7.8% | -$11.35万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $134.94万 | 0.17% | 3,022 | 99 | 3.4% | $4.42万 | 加仓 |
| IVW | ISHARES TR | $136.14万 | 0.17% | 12,036 | 322 | 2.7% | $3.64万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $136.18万 | 0.17% | 23,406 | -1,521 | -6.1% | -$8.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $137.32万 | 0.18% | 3,144 | -579 | -15.6% | -$25.29万 | 减仓 |
| GEV | GE VERNOVA INC | $140.40万 | 0.18% | 1,608 | -67 | -4.0% | -$5.85万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $146.87万 | 0.19% | 37,795 | 101 | 0.3% | $3,925 | 加仓 |
| ETN | EATON CORP PLC | $150.61万 | 0.19% | 4,211 | -5,647 | -57.3% | -$201.97万 | 减仓 |
| CTVA | CORTEVA INC | $150.83万 | 0.19% | 18,018 | -437 | -2.4% | -$3.66万 | 减仓 |
| NFLX | NETFLIX INC. | $152.25万 | 0.20% | 15,834 | 5,288 | 50.1% | $50.84万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $155.21万 | 0.20% | 27,563 | -49,321 | -64.1% | -$277.72万 | 减仓 |
| META | META PLATFORMS INC | $156.65万 | 0.20% | 2,738 | 10 | 0.4% | $5,721 | 加仓 |
| SPYG | SPDR SERIES TRUST | $156.73万 | 0.20% | 16,008 | -1,761 | -9.9% | -$17.24万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $158.31万 | 0.20% | 52,647 | -143 | -0.3% | -$4,300 | 减仓 |
| VTV | VANGUARD INDEX FDS | $168.41万 | 0.22% | 8,583 | -1,259 | -12.8% | -$24.70万 | 减仓 |
| AMAT | APPLIED MATLS INC | $170.43万 | 0.22% | 4,986 | 790 | 18.8% | $27.00万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $172.33万 | 0.22% | 30,458 | -1,158 | -3.7% | -$6.55万 | 减仓 |
| LLY | ELI LILLY & CO | $174.46万 | 0.22% | 1,897 | -175 | -8.4% | -$16.09万 | 减仓 |
| TSLA | TESLA INC | $183.90万 | 0.24% | 4,947 | 906 | 22.4% | $33.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $188.25万 | 0.24% | 3,150 | 48 | 1.5% | $2.87万 | 加仓 |
| GDDY | GODADDY INC | $188.27万 | 0.24% | 22,774 | -28,975 | -56.0% | -$239.53万 | 减仓 |
| — | EXXON MOBIL CORP | $189.95万 | 0.24% | 11,196 | 224 | 2.0% | $3.80万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $203.74万 | 0.26% | 29,023 | 2,621 | 9.9% | $18.40万 | 加仓 |
| WMT | WALMART INC | $219.14万 | 0.28% | 17,633 | -5,894 | -25.1% | -$73.25万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $222.28万 | 0.29% | 38,564 | -5,851 | -13.2% | -$33.73万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $226.30万 | 0.29% | 24,266 | 4,210 | 21.0% | $39.26万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $240.22万 | 0.31% | 40,667 | 2,769 | 7.3% | $16.36万 | 加仓 |
| IEF | ISHARES TR | $249.05万 | 0.32% | 26,095 | -6,828 | -20.7% | -$65.17万 | 减仓 |
| GOOGL | ALPHABET INC | $257.38万 | 0.33% | 8,950 | 3,444 | 62.5% | $99.04万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $258.90万 | 0.33% | 5,966 | -5,645 | -48.6% | -$244.97万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $260.40万 | 0.33% | 107,294 | -13,270 | -11.0% | -$32.21万 | 减仓 |
| EWJ | ISHARES INC | $264.86万 | 0.34% | 31,367 | 8,048 | 34.5% | $67.96万 | 加仓 |
| VV | VANGUARD INDEX FDS | $269.48万 | 0.35% | 9,017 | -1,994 | -18.1% | -$59.59万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $273.52万 | 0.35% | 33,952 | -72,176 | -68.0% | -$581.45万 | 减仓 |
| VRSN | VERISIGN INC | $276.10万 | 0.35% | 11,117 | 11,117 | — | $276.10万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $293.56万 | 0.38% | 35,613 | -22,895 | -39.1% | -$188.72万 | 减仓 |
| EEM | ISHARES TR | $294.19万 | 0.38% | 51,803 | 12,092 | 30.5% | $68.67万 | 加仓 |
| VTRS | VIATRIS INC | $304.25万 | 0.39% | 225,206 | -453,540 | -66.8% | -$612.73万 | 减仓 |
| IWM | ISHARES TR | $332.46万 | 0.43% | 13,406 | 2,185 | 19.5% | $54.19万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $352.90万 | 0.45% | 203,752 | -946 | -0.5% | -$1.64万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $353.11万 | 0.45% | 67,477 | -11,300 | -14.3% | -$59.13万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $356.75万 | 0.46% | 17,558 | 3,673 | 26.5% | $74.63万 | 加仓 |
| TJX | TJX COS INC NEW | $378.20万 | 0.49% | 23,682 | 18,955 | 401.0% | $302.71万 | 加仓 |
| AMCR | AMCOR PLC | $384.76万 | 0.49% | 96,795 | 96,795 | — | $384.76万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $386.32万 | 0.50% | 22,152 | -760 | -3.3% | -$13.25万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $396.17万 | 0.51% | 51,397 | 1,543 | 3.1% | $11.89万 | 加仓 |
| PNR | PENTAIR PLC | $401.29万 | 0.51% | 46,067 | 6,823 | 17.4% | $59.44万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $415.39万 | 0.53% | 40,458 | 11,817 | 41.3% | $121.33万 | 加仓 |
| BOXX | EA SERIES TRUST | $422.22万 | 0.54% | 36,307 | -1,700 | -4.5% | -$19.77万 | 减仓 |
| AMZN | AMAZON COM INC | $433.21万 | 0.56% | 20,801 | -160 | -0.8% | -$3.33万 | 减仓 |
| V | VISA INC | $433.73万 | 0.56% | 14,351 | 10,709 | 294.0% | $323.66万 | 加仓 |
| MDT | MEDTRONIC PLC | $438.04万 | 0.56% | 50,553 | 3,900 | 8.4% | $33.79万 | 加仓 |
| GEN | GEN DIGITAL INC | $441.25万 | 0.57% | 234,333 | 32,891 | 16.3% | $61.93万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $454.54万 | 0.58% | 59,386 | -4,347 | -6.8% | -$33.27万 | 减仓 |
| HPQ | HP INC | $476.42万 | 0.61% | 248,007 | 82,834 | 50.1% | $159.12万 | 加仓 |
| EVRG | EVERGY INC | $476.87万 | 0.61% | 58,211 | 4,206 | 7.8% | $34.46万 | 加仓 |
| L | LOEWS CORP | $478.90万 | 0.61% | 44,866 | 44,866 | — | $478.90万 | 新建仓 |
| — | HONEYWELL INTL INC | $500.22万 | 0.64% | 22,131 | 1,984 | 9.8% | $44.84万 | 加仓 |
| NTAP | NETAPP INC | $518.96万 | 0.67% | 50,685 | 9,952 | 24.4% | $101.90万 | 加仓 |