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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $85.41万 | 0.09% | 913 | -18 | -1.9% | -$1.68万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $86.17万 | 0.09% | 9,399 | 2,128 | 29.3% | $19.51万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $86.20万 | 0.09% | 29,289 | 5,528 | 23.3% | $16.27万 | 加仓 |
| HRL | HORMEL FOODS CORP | $86.75万 | 0.09% | 34,950 | 8,339 | 31.3% | $20.70万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $86.87万 | 0.09% | 8,663 | -115 | -1.3% | -$1.15万 | 减仓 |
| IEMG | ISHARES INC | $87.80万 | 0.09% | 10,599 | -5,562 | -34.4% | -$46.08万 | 减仓 |
| APP | APPLOVIN CORP | $90.71万 | 0.09% | 1,761 | -324 | -15.5% | -$16.69万 | 减仓 |
| TER | TERADYNE INC | $92.66万 | 0.10% | 1,915 | -8 | -0.4% | -$3,871 | 减仓 |
| TXN | TEXAS INSTRS INC | $92.83万 | 0.10% | 3,114 | 25 | 0.8% | $7,453 | 加仓 |
| EFV | ISHARES TR | $92.88万 | 0.10% | 12,133 | -5,847 | -32.5% | -$44.76万 | 减仓 |
| SNDK | SANDISK CORP | $93.68万 | 0.10% | 412 | 412 | — | $93.68万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $93.87万 | 0.10% | 11,651 | 1,979 | 20.5% | $15.94万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $97.75万 | 0.10% | 1,744 | 520 | 42.5% | $29.15万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $101.38万 | 0.11% | 3,771 | 518 | 15.9% | $13.93万 | 加仓 |
| GE | GE AEROSPACE | $101.85万 | 0.11% | 2,725 | 167 | 6.5% | $6.24万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $102.20万 | 0.11% | 15,127 | -3,197 | -17.4% | -$21.60万 | 减仓 |
| PEP | PEPSICO INC | $107.35万 | 0.11% | 7,928 | 1,538 | 24.1% | $20.82万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $108.47万 | 0.11% | 20,574 | 498 | 2.5% | $2.63万 | 加仓 |
| EFG | ISHARES TR | $108.59万 | 0.11% | 8,728 | 464 | 5.6% | $5.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $111.49万 | 0.12% | 2,228 | 535 | 31.6% | $26.77万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $117.88万 | 0.12% | 8,039 | 1,192 | 17.4% | $17.48万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $119.66万 | 0.13% | 16,582 | 1,961 | 13.4% | $14.15万 | 加仓 |
| VTRS | VIATRIS INC | $120.38万 | 0.13% | 75,805 | -149,401 | -66.3% | -$237.25万 | 减仓 |
| IUSB | ISHARES TR | $120.50万 | 0.13% | 26,111 | 5,900 | 29.2% | $27.23万 | 加仓 |
| BA | BOEING CO | $122.09万 | 0.13% | 5,640 | 755 | 15.5% | $16.34万 | 加仓 |
| IVE | ISHARES TR | $122.70万 | 0.13% | 5,404 | -394 | -6.8% | -$8.95万 | 减仓 |
| HD | HOME DEPOT INC | $122.81万 | 0.13% | 3,482 | 178 | 5.4% | $6.28万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $123.57万 | 0.13% | 3,107 | 224 | 7.8% | $8.91万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $126.48万 | 0.13% | 3,864 | 174 | 4.7% | $5.70万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $127.28万 | 0.13% | 14,019 | -2,363 | -14.4% | -$21.45万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $129.28万 | 0.14% | 3,822 | 222 | 6.2% | $7.51万 | 加仓 |
| — | ELECTRONIC ARTS INC | $131.58万 | 0.14% | 6,417 | 1,334 | 26.2% | $27.35万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $132.15万 | 0.14% | 2,069 | 2,069 | — | $132.15万 | 新建仓 |
| KO | COCA COLA CO | $134.49万 | 0.14% | 16,549 | 3,075 | 22.8% | $24.99万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $137.73万 | 0.14% | 22,656 | -7,802 | -25.6% | -$47.43万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $138.66万 | 0.15% | 26,779 | -1,538 | -5.4% | -$7.96万 | 减仓 |
| INCY | INCYTE CORP | $139.92万 | 0.15% | 12,343 | 2,280 | 22.7% | $25.85万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $142.30万 | 0.15% | 47,419 | -5,228 | -9.9% | -$15.69万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $154.90万 | 0.16% | 21,741 | 13,622 | 167.8% | $97.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $157.74万 | 0.17% | 2,067 | -31 | -1.5% | -$2.37万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $161.06万 | 0.17% | 3,242 | 220 | 7.3% | $10.93万 | 加仓 |
| NFLX | NETFLIX INC. | $163.96万 | 0.17% | 22,963 | 7,129 | 45.0% | $50.90万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $166.42万 | 0.17% | 19,320 | 456 | 2.4% | $3.93万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $167.66万 | 0.18% | 37,795 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $172.99万 | 0.18% | 4,165 | -1,801 | -30.2% | -$74.80万 | 减仓 |
| IVW | ISHARES TR | $179.57万 | 0.19% | 13,057 | 1,021 | 8.5% | $14.04万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $181.12万 | 0.19% | 8,311 | -272 | -3.2% | -$5.93万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $183.63万 | 0.19% | 15,432 | -576 | -3.6% | -$6.85万 | 减仓 |
| META | META PLATFORMS INC | $185.63万 | 0.19% | 3,296 | 558 | 20.4% | $31.43万 | 加仓 |
| CTVA | CORTEVA INC | $190.32万 | 0.20% | 22,472 | 4,454 | 24.7% | $37.72万 | 加仓 |
| — | EXXON MOBIL CORP | $192.47万 | 0.20% | 14,078 | 2,882 | 25.7% | $39.40万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $195.52万 | 0.20% | 28,748 | 5,342 | 22.8% | $36.33万 | 加仓 |
| KLAC | KLA CORP | $209.84万 | 0.22% | 6,955 | -595 | -7.9% | -$17.95万 | 减仓 |
| WMT | WALMART INC | $215.86万 | 0.23% | 19,059 | 1,426 | 8.1% | $16.15万 | 加仓 |
| TSLA | TESLA INC | $219.77万 | 0.23% | 5,225 | 278 | 5.6% | $11.69万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $223.91万 | 0.23% | 3,854 | 408 | 11.8% | $23.70万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $227.81万 | 0.24% | 79,653 | -258,326 | -76.4% | -$738.81万 | 减仓 |
| LLY | ELI LILLY & CO | $228.27万 | 0.24% | 1,903 | 6 | 0.3% | $7,197 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $228.66万 | 0.24% | 39,081 | 517 | 1.3% | $3.02万 | 加仓 |
| GEV | GE VERNOVA INC | $229.27万 | 0.24% | 1,951 | 343 | 21.3% | $40.31万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $230.60万 | 0.24% | 30,120 | 1,097 | 3.8% | $8.40万 | 加仓 |
| AVGO | BROADCOM INC | $235.69万 | 0.25% | 6,239 | 2,262 | 56.9% | $85.45万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $238.47万 | 0.25% | 98,785 | -8,509 | -7.9% | -$20.54万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $243.05万 | 0.25% | 41,605 | 938 | 2.3% | $5.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $256.57万 | 0.27% | 3,736 | 586 | 18.6% | $40.24万 | 加仓 |
| EWJ | ISHARES INC | $258.21万 | 0.27% | 27,685 | -3,682 | -11.7% | -$34.34万 | 减仓 |
| FDIS | FIDELITY COVINGTON TRUST | $259.25万 | 0.27% | 25,209 | 943 | 3.9% | $9.70万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $275.52万 | 0.29% | 12,463 | 12,463 | — | $275.52万 | 新建仓 |
| HON | HONEYWELL INTL INC | $278.90万 | 0.29% | 12,457 | -9,674 | -43.7% | -$216.59万 | 减仓 |
| IEF | ISHARES TR | $281.68万 | 0.29% | 29,786 | 3,691 | 14.1% | $34.91万 | 加仓 |
| AMAT | APPLIED MATLS INC | $320.00万 | 0.34% | 4,426 | -560 | -11.2% | -$40.49万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $341.43万 | 0.36% | 2,958 | 108 | 3.8% | $12.47万 | 加仓 |
| IWM | ISHARES TR | $345.81万 | 0.36% | 11,510 | -1,896 | -14.1% | -$56.96万 | 减仓 |
| GOOGL | ALPHABET INC | $350.69万 | 0.37% | 9,813 | 863 | 9.6% | $30.84万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $357.99万 | 0.37% | 225,436 | 21,684 | 10.6% | $34.43万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $366.70万 | 0.38% | 69,794 | 2,317 | 3.4% | $12.17万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $381.75万 | 0.40% | 53,317 | 1,920 | 3.7% | $13.75万 | 加仓 |
| PNR | PENTAIR PLC | $385.06万 | 0.40% | 50,229 | 4,162 | 9.0% | $31.91万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $396.23万 | 0.41% | 43,666 | 3,208 | 7.9% | $29.11万 | 加仓 |
| VV | VANGUARD INDEX FDS | $403.71万 | 0.42% | 11,739 | 2,722 | 30.2% | $93.61万 | 加仓 |
| VRSN | VERISIGN INC | $414.55万 | 0.43% | 16,479 | 5,362 | 48.2% | $134.89万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $416.51万 | 0.44% | 18,598 | 1,040 | 5.9% | $23.29万 | 加仓 |
| GLD | SPDR GOLD TR | $420.23万 | 0.44% | 11,408 | -21,428 | -65.3% | -$789.33万 | 减仓 |
| MDT | MEDTRONIC PLC | $438.06万 | 0.46% | 55,996 | 5,443 | 10.8% | $42.58万 | 加仓 |
| TJX | TJX COS INC NEW | $482.75万 | 0.51% | 31,865 | 8,183 | 34.6% | $123.97万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $483.93万 | 0.51% | 189,626 | -15,246 | -7.4% | -$38.91万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $500.96万 | 0.52% | 57,006 | -2,380 | -4.0% | -$20.92万 | 减仓 |
| HPQ | HP INC | $513.94万 | 0.54% | 234,248 | -13,759 | -5.5% | -$30.19万 | 减仓 |
| AMCR | AMCOR PLC | $521.82万 | 0.55% | 120,374 | 23,579 | 24.4% | $102.22万 | 加仓 |
| AMZN | AMAZON COM INC | $524.60万 | 0.55% | 22,011 | 1,210 | 5.8% | $28.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $528.89万 | 0.55% | 26,433 | 4,281 | 19.3% | $85.66万 | 加仓 |
| MUB | ISHARES TR | $530.44万 | 0.56% | 49,288 | -1,337 | -2.6% | -$14.39万 | 减仓 |
| GEN | GEN DIGITAL INC | $562.78万 | 0.59% | 226,105 | -8,228 | -3.5% | -$20.48万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $583.87万 | 0.61% | 21,587 | 1,580 | 7.9% | $42.73万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $585.19万 | 0.61% | 27,463 | 1,573 | 6.1% | $33.52万 | 加仓 |
| EVRG | EVERGY INC | $600.14万 | 0.63% | 69,437 | 11,226 | 19.3% | $97.03万 | 加仓 |
| V | VISA INC | $616.21万 | 0.65% | 17,961 | 3,610 | 25.2% | $123.85万 | 加仓 |
| ORCL | ORACLE CORP | $629.31万 | 0.66% | 42,942 | -9,260 | -17.7% | -$135.70万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $637.10万 | 0.67% | 165,095 | -1,052 | -0.6% | -$4.06万 | 减仓 |
| WAB | WABTEC | $638.83万 | 0.67% | 23,696 | 1,455 | 6.5% | $39.23万 | 加仓 |