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 |
|---|---|---|---|---|---|---|---|---|
| — | AMCOR PLC | $0 | 0.00% | 0 | -115,086 | -100.0% | -$479.91万 | 清仓 |
| QQQI | NEOS ETF TRUST | $0 | 0.00% | 0 | -49,191 | -100.0% | -$264.94万 | 清仓 |
| SPYI | NEOS ETF TRUST | $0 | 0.00% | 0 | -46,805 | -100.0% | -$245.87万 | 清仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -42,096 | -100.0% | -$244.66万 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -31,873 | -100.0% | -$182.44万 | 清仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | -49,430 | -100.0% | -$174.04万 | 清仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -35,481 | -100.0% | -$157.78万 | 清仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -53,461 | -100.0% | -$140.28万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -37,414 | -100.0% | -$137.91万 | 清仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -70,777 | -100.0% | -$134.97万 | 清仓 |
| ACIO | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -29,817 | -100.0% | -$130.30万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -2,917 | -100.0% | -$100.05万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -578 | -100.0% | -$97.65万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -7,287 | -100.0% | -$86.95万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -2,368 | -100.0% | -$71.30万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -6,339 | -100.0% | -$68.69万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -3,753 | -100.0% | -$68.30万 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -22,665 | -100.0% | -$66.56万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -903 | -100.0% | -$59.80万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -562 | -100.0% | -$43.36万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,760 | -100.0% | -$42.28万 | 清仓 |
| — | DBX ETF TR | $0 | 0.00% | 0 | -9,361 | -100.0% | -$42.10万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -8,678 | -100.0% | -$41.65万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -2,794 | -100.0% | -$41.64万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -1,727 | -100.0% | -$37.08万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -4,254 | -100.0% | -$37.08万 | 清仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -7,112 | -100.0% | -$34.62万 | 清仓 |
| QMOM | EA SERIES TRUST | $0 | 0.00% | 0 | -4,873 | -100.0% | -$31.82万 | 清仓 |
| QVAL | EA SERIES TRUST | $0 | 0.00% | 0 | -6,320 | -100.0% | -$30.84万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -1,713 | -100.0% | -$29.02万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -7,340 | -100.0% | -$27.98万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,247 | -100.0% | -$27.91万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,760 | -100.0% | -$25.99万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -12,367 | -100.0% | -$25.97万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,884 | -100.0% | -$25.12万 | 清仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,254 | -100.0% | -$24.42万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -681 | -100.0% | -$23.83万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,392 | -100.0% | -$23.55万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -3,903 | -100.0% | -$23.14万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -393 | -100.0% | -$22.77万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,121 | -100.0% | -$22.53万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -997 | -100.0% | -$22.47万 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,916 | -100.0% | -$22.38万 | 清仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -10,910 | -100.0% | -$22.24万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -6,923 | -100.0% | -$21.78万 | 清仓 |
| XYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -5,348 | -100.0% | -$21.73万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,567 | -100.0% | -$21.50万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -6,874 | -100.0% | -$21.28万 | 清仓 |
| TFLO | ISHARES TR | $0 | 0.00% | 0 | -4,123 | -100.0% | -$20.80万 | 清仓 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -4,086 | -100.0% | -$20.78万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -3,249 | -100.0% | -$20.74万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,258 | -100.0% | -$20.25万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.51万 | 0.02% | 24,866 | 631 | 2.6% | $3,174 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $15.97万 | 0.02% | 15,510 | 296 | 1.9% | $3,049 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $18.90万 | 0.02% | 11,379 | -2,687 | -19.1% | -$4.46万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $20.39万 | 0.03% | 10,642 | 10,642 | — | $20.39万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $20.45万 | 0.03% | 1,301 | 252 | 24.0% | $3.96万 | 加仓 |
| — | AMAZON COM INC 看跌期权 | $20.57万 | 0.03% | 130 | 130 | — | $20.57万 | 新建仓 |
| BAC | BANK AMERICA CORP | $20.60万 | 0.03% | 4,226 | -418 | -9.0% | -$2.04万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $20.69万 | 0.03% | 952 | -70 | -6.8% | -$1.52万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $20.69万 | 0.03% | 2,524 | -876 | -25.8% | -$7.18万 | 减仓 |
| NRG | NRG ENERGY INC | $20.73万 | 0.03% | 1,418 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $21.02万 | 0.03% | 3,274 | -73 | -2.2% | -$4,686 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $21.06万 | 0.03% | 5,302 | -31,217 | -85.5% | -$124.01万 | 减仓 |
| CVNA | CARVANA CO | $21.13万 | 0.03% | 672 | 0 | 0.0% | — | 不变 |
| EMHC | SPDR SERIES TRUST | $21.35万 | 0.03% | 8,610 | -63 | -0.7% | -$1,562 | 减仓 |
| LQDH | ISHARES U S ETF TR | $21.66万 | 0.03% | 2,346 | 2,346 | — | $21.66万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $21.87万 | 0.03% | 8,582 | 8,582 | — | $21.87万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $22.28万 | 0.03% | 1,066 | -20 | -1.8% | -$4,180 | 减仓 |
| SPTL | SPDR SERIES TRUST | $22.83万 | 0.03% | 8,679 | 728 | 9.2% | $1.91万 | 加仓 |
| MOAT | VANECK ETF TRUST | $23.13万 | 0.03% | 2,392 | -63 | -2.6% | -$6,092 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $23.26万 | 0.03% | 5,180 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $23.31万 | 0.03% | 5,808 | -82 | -1.4% | -$3,291 | 减仓 |
| GSK | GSK PLC | $23.51万 | 0.03% | 4,260 | 60 | 1.4% | $3,311 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.98万 | 0.03% | 4,546 | -1,008 | -18.1% | -$5.32万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $24.11万 | 0.03% | 2,675 | 45 | 1.7% | $4,056 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $24.35万 | 0.03% | 24,469 | 8,705 | 55.2% | $8.66万 | 加仓 |
| XPH | SPDR SERIES TRUST | $24.36万 | 0.03% | 4,503 | 4,503 | — | $24.36万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $24.53万 | 0.03% | 4,723 | 4,723 | — | $24.53万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $24.66万 | 0.03% | 7,250 | -2,474 | -25.4% | -$8.42万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $25.10万 | 0.03% | 5,485 | -89 | -1.6% | -$4,074 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $25.31万 | 0.03% | 11,013 | 11,013 | — | $25.31万 | 新建仓 |
| AEE | AMEREN CORP | $25.47万 | 0.03% | 2,317 | 2,317 | — | $25.47万 | 新建仓 |
| HEI | HEICO CORP NEW | $25.47万 | 0.03% | 929 | 1 | 0.1% | $274 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $25.63万 | 0.03% | 8,146 | 0 | 0.0% | — | 不变 |
| BRTR | BLACKROCK ETF TRUST II | $25.91万 | 0.03% | 5,162 | 5,162 | — | $25.91万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.97万 | 0.03% | 769 | -52 | -6.3% | -$1.76万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $26.29万 | 0.03% | 3,664 | 3,664 | — | $26.29万 | 新建仓 |
| RUNN | STRATEGIC TRUST | $26.82万 | 0.03% | 8,326 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $26.84万 | 0.03% | 5,107 | -716 | -12.3% | -$3.76万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $26.95万 | 0.03% | 2,868 | -144 | -4.8% | -$1.35万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.08万 | 0.03% | 1,851 | 54 | 3.0% | $7,900 | 加仓 |
| VGT | VANGUARD WORLD FD | $27.29万 | 0.04% | 391 | 391 | — | $27.29万 | 新建仓 |
| IEFA | ISHARES TR | $27.44万 | 0.04% | 3,032 | -87 | -2.8% | -$7,875 | 减仓 |
| DVA | DAVITA INC | $27.82万 | 0.04% | 1,810 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $27.87万 | 0.04% | 7,982 | 0 | 0.0% | — | 不变 |