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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC | $520.75万 | 0.67% | 20,007 | -2,551 | -11.3% | -$66.40万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $524.88万 | 0.67% | 204,872 | -854 | -0.4% | -$2.19万 | 减仓 |
| RTX | RTX CORPORATION | $532.20万 | 0.68% | 27,589 | 19,878 | 257.8% | $383.45万 | 加仓 |
| MUB | ISHARES TR | $537.38万 | 0.69% | 50,625 | 2,609 | 5.4% | $27.69万 | 加仓 |
| WAB | WABTEC | $555.83万 | 0.71% | 22,241 | -3,285 | -12.9% | -$82.10万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $567.04万 | 0.73% | 25,890 | -1,681 | -6.1% | -$36.82万 | 减仓 |
| FFIV | F5 INC | $569.38万 | 0.73% | 19,679 | 4,812 | 32.4% | $139.23万 | 加仓 |
| IVV | ISHARES TR | $578.15万 | 0.74% | 8,851 | -2,565 | -22.5% | -$167.55万 | 减仓 |
| GRMN | GARMIN LTD | $592.66万 | 0.76% | 25,544 | 3,649 | 16.7% | $84.66万 | 加仓 |
| KR | KROGER CO | $596.04万 | 0.76% | 82,371 | 69,215 | 526.1% | $500.84万 | 加仓 |
| DE | DEERE & CO | $600.94万 | 0.77% | 10,668 | -1,430 | -11.8% | -$80.55万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $609.48万 | 0.78% | 273,679 | 37,329 | 15.8% | $83.13万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $612.08万 | 0.79% | 21,676 | -771 | -3.4% | -$21.77万 | 减仓 |
| LIN | LINDE PLC | $614.81万 | 0.79% | 12,401 | 1,154 | 10.3% | $57.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $626.86万 | 0.80% | 25,862 | 994 | 4.0% | $24.09万 | 加仓 |
| CMI | CUMMINS INC | $632.66万 | 0.81% | 11,759 | -122 | -1.0% | -$6.56万 | 减仓 |
| CLX | CLOROX CO DEL | $634.37万 | 0.81% | 61,215 | 7,485 | 13.9% | $77.57万 | 加仓 |
| QCOM | QUALCOMM INC | $644.14万 | 0.83% | 50,019 | 7,779 | 18.4% | $100.18万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $645.94万 | 0.83% | 47,766 | 13,757 | 40.5% | $186.04万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $657.13万 | 0.84% | 93,396 | -17,272 | -15.6% | -$121.53万 | 减仓 |
| CAT | CATERPILLAR INC | $673.22万 | 0.86% | 9,503 | -1,208 | -11.3% | -$85.58万 | 减仓 |
| EBAY | EBAY INC. | $700.81万 | 0.90% | 76,995 | 9,173 | 13.5% | $83.49万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $701.90万 | 0.90% | 10,793 | 143 | 1.3% | $9.30万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $741.37万 | 0.95% | 311,370 | 62,844 | 25.3% | $149.63万 | 加仓 |
| CSCO | CISCO SYS INC | $746.43万 | 0.96% | 96,202 | -3,768 | -3.8% | -$29.24万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $748.49万 | 0.96% | 166,147 | -19,388 | -10.4% | -$87.34万 | 减仓 |
| ORCL | ORACLE CORP | $767.94万 | 0.99% | 52,202 | 21,960 | 72.6% | $323.05万 | 加仓 |
| PFE | PFIZER INC | $779.34万 | 1.00% | 277,542 | -10,845 | -3.8% | -$30.45万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $786.12万 | 1.01% | 204,612 | 38,321 | 23.0% | $147.23万 | 加仓 |
| GLW | CORNING INC | $794.03万 | 1.02% | 58,398 | -1,985 | -3.3% | -$26.99万 | 减仓 |
| SO | SOUTHERN CO | $794.55万 | 1.02% | 82,319 | 13,637 | 19.9% | $131.62万 | 加仓 |
| PCAR | PACCAR INC | $800.21万 | 1.03% | 69,282 | -6,129 | -8.1% | -$70.79万 | 减仓 |
| MRK | MERCK & CO INC | $811.86万 | 1.04% | 67,492 | -3,016 | -4.3% | -$36.28万 | 减仓 |
| JBL | JABIL INC | $860.54万 | 1.10% | 32,396 | -2,974 | -8.4% | -$79.00万 | 减仓 |
| ABBV | ABBVIE INC | $863.38万 | 1.11% | 39,697 | 2,436 | 6.5% | $52.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $875.94万 | 1.12% | 23,663 | 5,066 | 27.2% | $187.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $901.87万 | 1.16% | 36,895 | 520 | 1.4% | $12.71万 | 加仓 |
| MO | ALTRIA GROUP INC | $909.31万 | 1.17% | 137,796 | -2,673 | -1.9% | -$17.64万 | 减仓 |
| AAPL | APPLE INC | $929.95万 | 1.19% | 36,643 | 2,941 | 8.7% | $74.64万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $971.62万 | 1.25% | 112,300 | 382 | 0.3% | $3.31万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,034.99万 | 1.33% | 74,262 | 3,486 | 4.9% | $48.58万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,086.62万 | 1.39% | 27,737 | -8,271 | -23.0% | -$324.02万 | 减仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $1,089.98万 | 1.40% | 337,979 | 337,979 | — | $1,089.98万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $1,098.27万 | 1.41% | 66,915 | 12,055 | 22.0% | $197.86万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,182.73万 | 1.52% | 56,848 | 5,069 | 9.8% | $105.46万 | 加仓 |
| GLD | SPDR GOLD TR | $1,412.89万 | 1.81% | 32,836 | 6,329 | 23.9% | $272.33万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,543.14万 | 1.98% | 308,937 | -296 | -0.1% | -$1.48万 | 减仓 |
| MBB | ISHARES TR | $1,769.83万 | 2.27% | 186,396 | -1,681 | -0.9% | -$15.96万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,778.94万 | 2.28% | 370,227 | 11,149 | 3.1% | $53.57万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,838.20万 | 2.36% | 208,507 | -19,799 | -8.7% | -$174.55万 | 减仓 |
| LQD | ISHARES TR | $2,037.91万 | 2.61% | 186,982 | 1,754 | 0.9% | $19.12万 | 加仓 |
| GOVT | ISHARES TR | $2,608.12万 | 3.35% | 1,138,418 | 23,526 | 2.1% | $53.90万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $5,312.46万 | 6.82% | 1,163,737 | 23,100 | 2.0% | $105.45万 | 加仓 |