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 |
|---|---|---|---|---|---|---|---|---|
| CPB | THE CAMPBELLS COMPANY | $661.45万 | 0.69% | 297,013 | 23,334 | 8.5% | $51.96万 | 加仓 |
| GRMN | GARMIN LTD | $673.76万 | 0.71% | 28,364 | 2,820 | 11.0% | $66.99万 | 加仓 |
| CLX | CLOROX CO DEL | $694.77万 | 0.73% | 72,797 | 11,582 | 18.9% | $110.54万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $710.40万 | 0.74% | 53,607 | 5,841 | 12.2% | $77.40万 | 加仓 |
| KR | KROGER CO | $722.59万 | 0.76% | 130,126 | 47,755 | 58.0% | $265.18万 | 加仓 |
| L | LOEWS CORP | $736.16万 | 0.77% | 65,026 | 20,160 | 44.9% | $228.23万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $739.34万 | 0.77% | 95,707 | 2,311 | 2.5% | $17.85万 | 加仓 |
| NTAP | NETAPP INC | $741.10万 | 0.78% | 47,887 | -2,798 | -5.5% | -$43.30万 | 减仓 |
| DE | DEERE & CO | $751.33万 | 0.79% | 11,844 | 1,176 | 11.0% | $74.60万 | 加仓 |
| QCOM | QUALCOMM INC | $751.58万 | 0.79% | 40,672 | -9,347 | -18.7% | -$172.72万 | 减仓 |
| LIN | LINDE PLC | $766.52万 | 0.80% | 14,771 | 2,370 | 19.1% | $122.99万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $768.70万 | 0.80% | 27,336 | 1,474 | 5.7% | $41.45万 | 加仓 |
| RTX | RTX CORPORATION | $789.81万 | 0.83% | 41,628 | 14,039 | 50.9% | $266.36万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $801.89万 | 0.84% | 240,879 | 36,267 | 17.7% | $120.73万 | 加仓 |
| PFE | PFIZER INC | $813.53万 | 0.85% | 337,845 | 60,303 | 21.7% | $145.21万 | 加仓 |
| IVV | ISHARES TR | $828.60万 | 0.87% | 11,064 | 2,213 | 25.0% | $165.73万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $833.04万 | 0.87% | 23,796 | 2,120 | 9.8% | $74.22万 | 加仓 |
| CMI | CUMMINS INC | $872.25万 | 0.91% | 12,230 | 471 | 4.0% | $33.59万 | 加仓 |
| PCAR | PACCAR INC | $887.67万 | 0.93% | 73,898 | 4,616 | 6.7% | $55.45万 | 加仓 |
| SO | SOUTHERN CO | $888.27万 | 0.93% | 92,809 | 10,490 | 12.7% | $100.40万 | 加仓 |
| FFIV | F5 INC | $894.95万 | 0.94% | 21,515 | 1,836 | 9.3% | $76.37万 | 加仓 |
| MRK | MERCK & CO INC | $946.00万 | 0.99% | 73,618 | 6,126 | 9.1% | $78.72万 | 加仓 |
| EBAY | EBAY INC. | $948.80万 | 0.99% | 84,904 | 7,909 | 10.3% | $88.38万 | 加仓 |
| EEM | ISHARES TR | $961.67万 | 1.01% | 140,575 | 88,772 | 171.4% | $607.29万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,058.62万 | 1.11% | 41,683 | 4,788 | 13.0% | $121.60万 | 加仓 |
| CAT | CATERPILLAR INC | $1,096.52万 | 1.15% | 10,297 | 794 | 8.4% | $84.55万 | 加仓 |
| ABBV | ABBVIE INC | $1,100.94万 | 1.15% | 43,751 | 4,054 | 10.2% | $102.01万 | 加仓 |
| AAPL | APPLE INC | $1,110.53万 | 1.16% | 38,379 | 1,736 | 4.7% | $50.23万 | 加仓 |
| CSCO | CISCO SYS INC | $1,111.09万 | 1.16% | 94,593 | -1,609 | -1.7% | -$18.90万 | 减仓 |
| MO | ALTRIA GROUP INC | $1,117.53万 | 1.17% | 155,321 | 17,525 | 12.7% | $126.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,136.00万 | 1.19% | 15,426 | 13,844 | 875.1% | $1,019.50万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1,140.84万 | 1.19% | 114,531 | 2,231 | 2.0% | $22.22万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,178.67万 | 1.23% | 93,293 | 19,031 | 25.6% | $240.44万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,225.33万 | 1.28% | 104,649 | 68,342 | 188.2% | $800.22万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,231.42万 | 1.29% | 16,490 | 5,697 | 52.8% | $425.43万 | 加仓 |
| JBL | JABIL INC | $1,232.38万 | 1.29% | 31,970 | -426 | -1.3% | -$16.42万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,241.52万 | 1.30% | 275,220 | -36,150 | -11.6% | -$163.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,281.65万 | 1.34% | 34,359 | 10,696 | 45.2% | $398.98万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,613.57万 | 1.69% | 56,502 | -346 | -0.6% | -$9.88万 | 减仓 |
| GLW | CORNING INC | $1,661.62万 | 1.74% | 65,052 | 6,654 | 11.4% | $169.96万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,753.04万 | 1.84% | 232,160 | 23,653 | 11.3% | $178.60万 | 加仓 |
| MBB | ISHARES TR | $1,825.37万 | 1.91% | 193,120 | 6,724 | 3.6% | $63.56万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,863.49万 | 1.95% | 370,992 | 62,055 | 20.1% | $311.70万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,958.47万 | 2.05% | 404,393 | 34,166 | 9.2% | $165.47万 | 加仓 |
| LQD | ISHARES TR | $2,131.81万 | 2.23% | 195,454 | 8,472 | 4.5% | $92.40万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,568.92万 | 2.69% | 26,621 | -1,116 | -4.0% | -$107.69万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2,641.31万 | 2.77% | 61,218 | -5,697 | -8.5% | -$245.80万 | 减仓 |
| GOVT | ISHARES TR | $2,698.17万 | 2.83% | 1,184,445 | 46,027 | 4.0% | $104.85万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $6,297.56万 | 6.59% | 1,249,765 | 86,028 | 7.4% | $433.49万 | 加仓 |