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 |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | $0 | 0.00% | 0 | -4,643 | -100.0% | -$38.34万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -8,526 | -100.0% | -$35.51万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,978 | -100.0% | -$32.76万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -1,494 | -100.0% | -$29.41万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,117 | -100.0% | -$28.57万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -4,260 | -100.0% | -$23.51万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,679 | -100.0% | -$22.83万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,066 | -100.0% | -$22.28万 | 清仓 |
| TOTL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -5,302 | -100.0% | -$21.06万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,226 | -100.0% | -$20.60万 | 清仓 |
| — | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -130 | -100.0% | -$20.57万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -11,379 | -100.0% | -$18.90万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $15.29万 | 0.02% | 26,226 | 1,360 | 5.5% | $7,929 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $15.82万 | 0.02% | 18,243 | -6,226 | -25.4% | -$5.40万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $17.04万 | 0.02% | 15,795 | 285 | 1.8% | $3,075 | 加仓 |
| CAG | CONAGRA BRANDS INC | $20.08万 | 0.02% | 14,918 | -6,339 | -29.8% | -$8.53万 | 减仓 |
| NRG | NRG ENERGY INC | $20.16万 | 0.02% | 1,380 | -38 | -2.7% | -$5,552 | 减仓 |
| CTAS | CINTAS CORP | $20.22万 | 0.02% | 1,189 | 1,189 | — | $20.22万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $20.28万 | 0.02% | 4,456 | -90 | -2.0% | -$4,097 | 减仓 |
| IMCV | ISHARES TR | $20.33万 | 0.02% | 2,225 | 2,225 | — | $20.33万 | 新建仓 |
| BLK | BLACKROCK INC | $20.42万 | 0.02% | 212 | 212 | — | $20.42万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.55万 | 0.02% | 701 | 701 | — | $20.55万 | 新建仓 |
| AFL | AFLAC INC | $20.94万 | 0.02% | 1,786 | 1,786 | — | $20.94万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $21.14万 | 0.02% | 7,153 | -97 | -1.3% | -$2,867 | 减仓 |
| ANET | ARISTA NETWORKS INC | $21.20万 | 0.02% | 1,248 | -408 | -24.6% | -$6.93万 | 重新持有 |
| SRLN | SSGA ACTIVE ETF TR | $21.45万 | 0.02% | 5,323 | -485 | -8.4% | -$1.95万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $21.47万 | 0.02% | 418 | -33 | -7.3% | -$1.69万 | 重新持有 |
| EMHC | SPDR SERIES TRUST | $21.48万 | 0.02% | 8,444 | -166 | -1.9% | -$4,223 | 减仓 |
| IEFA | ISHARES TR | $21.50万 | 0.02% | 2,226 | -806 | -26.6% | -$7.78万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $21.53万 | 0.02% | 9,082 | -1,560 | -14.7% | -$3.70万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $21.58万 | 0.02% | 888 | -64 | -6.7% | -$1.56万 | 减仓 |
| IAGG | ISHARES TR | $21.63万 | 0.02% | 4,274 | -4,102 | -49.0% | -$20.76万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.77万 | 0.02% | 1,866 | 15 | 0.8% | $1,750 | 加仓 |
| LRCX | LAM RESEARCH CORP | $21.84万 | 0.02% | 504 | 504 | — | $21.84万 | 新建仓 |
| CVNA | CARVANA CO | $21.91万 | 0.02% | 3,328 | -32 | -1.0% | -$2,107 | 减仓 |
| AVT | AVNET INC | $22.05万 | 0.02% | 2,483 | 2,483 | — | $22.05万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $22.57万 | 0.02% | 1,888 | -1,240 | -39.6% | -$14.82万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $22.70万 | 0.02% | 1,500 | 199 | 15.3% | $3.01万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $22.74万 | 0.02% | 2,805 | 2,805 | — | $22.74万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $22.86万 | 0.02% | 4,367 | -356 | -7.5% | -$1.86万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $23.03万 | 0.02% | 10,321 | 10,321 | — | $23.03万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.09万 | 0.02% | 9,817 | -1,196 | -10.9% | -$2.81万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $23.11万 | 0.02% | 2,927 | -737 | -20.1% | -$5.82万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $23.18万 | 0.02% | 7,989 | -12,944 | -61.8% | -$37.55万 | 减仓 |
| SMH | VANECK ETF TRUST | $23.55万 | 0.02% | 359 | 359 | — | $23.55万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $24.16万 | 0.03% | 5,847 | -505 | -8.0% | -$2.09万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $24.21万 | 0.03% | 5,180 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $24.49万 | 0.03% | 2,356 | -36 | -1.5% | -$3,743 | 减仓 |
| AEE | AMEREN CORP | $24.50万 | 0.03% | 2,167 | -150 | -6.5% | -$1.70万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $24.56万 | 0.03% | 9,270 | 9,270 | — | $24.56万 | 新建仓 |
| LQDH | ISHARES U S ETF TR | $24.82万 | 0.03% | 2,665 | 319 | 13.6% | $2.97万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.94万 | 0.03% | 4,328 | -711 | -14.1% | -$4.10万 | 减仓 |
| FLTR | VANECK ETF TRUST | $25.12万 | 0.03% | 9,809 | 1,227 | 14.3% | $3.14万 | 加仓 |
| XPH | SPDR SERIES TRUST | $25.14万 | 0.03% | 3,794 | -709 | -15.7% | -$4.70万 | 减仓 |
| DY | DYCOM INDS INC | $25.28万 | 0.03% | 500 | 500 | — | $25.28万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $25.49万 | 0.03% | 2,879 | -32,734 | -91.9% | -$289.81万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $25.61万 | 0.03% | 2,253 | -422 | -15.8% | -$4.80万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $25.64万 | 0.03% | 3,086 | 562 | 22.3% | $4.67万 | 加仓 |
| KVUE | KENVUE INC | $25.67万 | 0.03% | 13,435 | 13,435 | — | $25.67万 | 新建仓 |
| — | STRATEGY SHS | $26.11万 | 0.03% | 7,735 | -2,675 | -25.7% | -$9.03万 | 减仓 |
| IYR | ISHARES TR | $26.16万 | 0.03% | 2,558 | -1,172 | -31.4% | -$11.98万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $26.64万 | 0.03% | 5,360 | -125 | -2.3% | -$6,214 | 减仓 |
| RUNN | STRATEGIC TRUST | $26.97万 | 0.03% | 8,326 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $27.24万 | 0.03% | 13,159 | -2,650 | -16.8% | -$5.49万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $27.36万 | 0.03% | 903 | -244 | -21.3% | -$7.39万 | 重新持有 |
| IHE | ISHARES TR | $27.85万 | 0.03% | 2,813 | -660 | -19.0% | -$6.53万 | 减仓 |
| BBY | BEST BUY INC | $28.00万 | 0.03% | 3,690 | 416 | 12.7% | $3.16万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $28.08万 | 0.03% | 6,525 | 6,525 | — | $28.08万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $28.32万 | 0.03% | 3,069 | 201 | 7.0% | $1.85万 | 加仓 |
| SYK | STRYKER CORPORATION | $28.62万 | 0.03% | 909 | 909 | — | $28.62万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $28.70万 | 0.03% | 3,971 | 3,971 | — | $28.70万 | 新建仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $29.01万 | 0.03% | 8,146 | 0 | 0.0% | — | 不变 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $29.19万 | 0.03% | 6,080 | 6,080 | — | $29.19万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $29.28万 | 0.03% | 8,800 | 8,800 | — | $29.28万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $30.36万 | 0.03% | 8,404 | 8,404 | — | $30.36万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $30.49万 | 0.03% | 1,647 | 1,647 | — | $30.49万 | 新建仓 |
| GDDY | GODADDY INC | $30.77万 | 0.03% | 3,625 | -19,149 | -84.1% | -$162.54万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $30.78万 | 0.03% | 1,787 | -132 | -6.9% | -$2.27万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $30.84万 | 0.03% | 5,492 | 5,492 | — | $30.84万 | 新建仓 |
| GWW | WW GRAINGER INC | $30.88万 | 0.03% | 227 | 227 | — | $30.88万 | 新建仓 |
| IBDR | ISHARES TR | $30.99万 | 0.03% | 12,789 | 12,789 | — | $30.99万 | 新建仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $31.18万 | 0.03% | 7,834 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $31.30万 | 0.03% | 1,756 | 56 | 3.3% | $9,981 | 加仓 |
| ADI | ANALOG DEVICES INC | $31.38万 | 0.03% | 790 | -219 | -21.7% | -$8.70万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $32.00万 | 0.03% | 7,497 | -845 | -10.1% | -$3.61万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $32.00万 | 0.03% | 7,982 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $32.17万 | 0.03% | 9,542 | -5,316 | -35.8% | -$17.92万 | 减仓 |
| WFC | WELLS FARGO & CO | $32.24万 | 0.03% | 3,901 | -193 | -4.7% | -$1.60万 | 减仓 |
| IBDY | ISHARES TR | $32.25万 | 0.03% | 12,528 | 12,528 | — | $32.25万 | 新建仓 |
| FOX | FOX CORP | $32.39万 | 0.03% | 6,916 | -2,108 | -23.4% | -$9.87万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $32.54万 | 0.03% | 6,434 | -4,967 | -43.6% | -$25.12万 | 减仓 |
| ICSH | ISHARES TR | $32.57万 | 0.03% | 6,440 | 6,440 | — | $32.57万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $32.82万 | 0.03% | 3,067 | -212 | -6.5% | -$2.27万 | 减仓 |
| HEI | HEICO CORP NEW | $33.05万 | 0.03% | 928 | -1 | -0.1% | -$356 | 减仓 |
| TIPX | SPDR SERIES TRUST | $33.24万 | 0.03% | 17,560 | -1,633 | -8.5% | -$3.09万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $33.30万 | 0.03% | 3,794 | 3,794 | — | $33.30万 | 新建仓 |
| IJH | ISHARES TR | $33.54万 | 0.04% | 4,349 | 87 | 2.0% | $6,709 | 加仓 |
| UNP | UNION PAC CORP | $33.91万 | 0.04% | 1,247 | -148 | -10.6% | -$4.02万 | 减仓 |
| EMR | EMERSON ELEC CO | $34.07万 | 0.04% | 2,380 | 2,380 | — | $34.07万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $34.28万 | 0.04% | 2,777 | 2,777 | — | $34.28万 | 新建仓 |