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 |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | $5,312.46万 | 6.82% | 1,163,737 | 23,100 | 2.0% | $105.45万 | 加仓 |
| GOVT | ISHARES TR | $2,608.12万 | 3.35% | 1,138,418 | 23,526 | 2.1% | $53.90万 | 加仓 |
| LQD | ISHARES TR | $2,037.91万 | 2.61% | 186,982 | 1,754 | 0.9% | $19.12万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,838.20万 | 2.36% | 208,507 | -19,799 | -8.7% | -$174.55万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,778.94万 | 2.28% | 370,227 | 11,149 | 3.1% | $53.57万 | 加仓 |
| MBB | ISHARES TR | $1,769.83万 | 2.27% | 186,396 | -1,681 | -0.9% | -$15.96万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,543.14万 | 1.98% | 308,937 | -296 | -0.1% | -$1.48万 | 减仓 |
| GLD | SPDR GOLD TR | $1,412.89万 | 1.81% | 32,836 | 6,329 | 23.9% | $272.33万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,182.73万 | 1.52% | 56,848 | 5,069 | 9.8% | $105.46万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,098.27万 | 1.41% | 66,915 | 12,055 | 22.0% | $197.86万 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $1,089.98万 | 1.40% | 337,979 | 337,979 | — | $1,089.98万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,086.62万 | 1.39% | 27,737 | -8,271 | -23.0% | -$324.02万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,034.99万 | 1.33% | 74,262 | 3,486 | 4.9% | $48.58万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $971.62万 | 1.25% | 112,300 | 382 | 0.3% | $3.31万 | 加仓 |
| AAPL | APPLE INC | $929.95万 | 1.19% | 36,643 | 2,941 | 8.7% | $74.64万 | 加仓 |
| MO | ALTRIA GROUP INC | $909.31万 | 1.17% | 137,796 | -2,673 | -1.9% | -$17.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $901.87万 | 1.16% | 36,895 | 520 | 1.4% | $12.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $875.94万 | 1.12% | 23,663 | 5,066 | 27.2% | $187.53万 | 加仓 |
| ABBV | ABBVIE INC | $863.38万 | 1.11% | 39,697 | 2,436 | 6.5% | $52.98万 | 加仓 |
| JBL | JABIL INC | $860.54万 | 1.10% | 32,396 | -2,974 | -8.4% | -$79.00万 | 减仓 |
| MRK | MERCK & CO INC | $811.86万 | 1.04% | 67,492 | -3,016 | -4.3% | -$36.28万 | 减仓 |
| PCAR | PACCAR INC | $800.21万 | 1.03% | 69,282 | -6,129 | -8.1% | -$70.79万 | 减仓 |
| SO | SOUTHERN CO | $794.55万 | 1.02% | 82,319 | 13,637 | 19.9% | $131.62万 | 加仓 |
| GLW | CORNING INC | $794.03万 | 1.02% | 58,398 | -1,985 | -3.3% | -$26.99万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $786.12万 | 1.01% | 204,612 | 38,321 | 23.0% | $147.23万 | 加仓 |
| PFE | PFIZER INC | $779.34万 | 1.00% | 277,542 | -10,845 | -3.8% | -$30.45万 | 减仓 |
| ORCL | ORACLE CORP | $767.94万 | 0.99% | 52,202 | 21,960 | 72.6% | $323.05万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $748.49万 | 0.96% | 166,147 | -19,388 | -10.4% | -$87.34万 | 减仓 |
| CSCO | CISCO SYS INC | $746.43万 | 0.96% | 96,202 | -3,768 | -3.8% | -$29.24万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $741.37万 | 0.95% | 311,370 | 62,844 | 25.3% | $149.63万 | 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 |
| EBAY | EBAY INC. | $700.81万 | 0.90% | 76,995 | 9,173 | 13.5% | $83.49万 | 加仓 |
| CAT | CATERPILLAR INC | $673.22万 | 0.86% | 9,503 | -1,208 | -11.3% | -$85.58万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $657.13万 | 0.84% | 93,396 | -17,272 | -15.6% | -$121.53万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $645.94万 | 0.83% | 47,766 | 13,757 | 40.5% | $186.04万 | 加仓 |
| QCOM | QUALCOMM INC | $644.14万 | 0.83% | 50,019 | 7,779 | 18.4% | $100.18万 | 加仓 |
| CLX | CLOROX CO DEL | $634.37万 | 0.81% | 61,215 | 7,485 | 13.9% | $77.57万 | 加仓 |
| CMI | CUMMINS INC | $632.66万 | 0.81% | 11,759 | -122 | -1.0% | -$6.56万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $626.86万 | 0.80% | 25,862 | 994 | 4.0% | $24.09万 | 加仓 |
| LIN | LINDE PLC | $614.81万 | 0.79% | 12,401 | 1,154 | 10.3% | $57.21万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $612.08万 | 0.79% | 21,676 | -771 | -3.4% | -$21.77万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $609.48万 | 0.78% | 273,679 | 37,329 | 15.8% | $83.13万 | 加仓 |
| DE | DEERE & CO | $600.94万 | 0.77% | 10,668 | -1,430 | -11.8% | -$80.55万 | 减仓 |
| KR | KROGER CO | $596.04万 | 0.76% | 82,371 | 69,215 | 526.1% | $500.84万 | 加仓 |
| GRMN | GARMIN LTD | $592.66万 | 0.76% | 25,544 | 3,649 | 16.7% | $84.66万 | 加仓 |
| IVV | ISHARES TR | $578.15万 | 0.74% | 8,851 | -2,565 | -22.5% | -$167.55万 | 减仓 |
| FFIV | F5 INC | $569.38万 | 0.73% | 19,679 | 4,812 | 32.4% | $139.23万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $567.04万 | 0.73% | 25,890 | -1,681 | -6.1% | -$36.82万 | 减仓 |
| WAB | WABTEC | $555.83万 | 0.71% | 22,241 | -3,285 | -12.9% | -$82.10万 | 减仓 |
| MUB | ISHARES TR | $537.38万 | 0.69% | 50,625 | 2,609 | 5.4% | $27.69万 | 加仓 |
| RTX | RTX CORPORATION | $532.20万 | 0.68% | 27,589 | 19,878 | 257.8% | $383.45万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $524.88万 | 0.67% | 204,872 | -854 | -0.4% | -$2.19万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $520.75万 | 0.67% | 20,007 | -2,551 | -11.3% | -$66.40万 | 减仓 |
| NTAP | NETAPP INC | $518.96万 | 0.67% | 50,685 | 9,952 | 24.4% | $101.90万 | 加仓 |
| — | HONEYWELL INTL INC | $500.22万 | 0.64% | 22,131 | 1,984 | 9.8% | $44.84万 | 加仓 |
| L | LOEWS CORP | $478.90万 | 0.61% | 44,866 | 44,866 | — | $478.90万 | 新建仓 |
| EVRG | EVERGY INC | $476.87万 | 0.61% | 58,211 | 4,206 | 7.8% | $34.46万 | 加仓 |
| HPQ | HP INC | $476.42万 | 0.61% | 248,007 | 82,834 | 50.1% | $159.12万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $454.54万 | 0.58% | 59,386 | -4,347 | -6.8% | -$33.27万 | 减仓 |
| GEN | GEN DIGITAL INC | $441.25万 | 0.57% | 234,333 | 32,891 | 16.3% | $61.93万 | 加仓 |
| MDT | MEDTRONIC PLC | $438.04万 | 0.56% | 50,553 | 3,900 | 8.4% | $33.79万 | 加仓 |
| V | VISA INC | $433.73万 | 0.56% | 14,351 | 10,709 | 294.0% | $323.66万 | 加仓 |
| AMZN | AMAZON COM INC | $433.21万 | 0.56% | 20,801 | -160 | -0.8% | -$3.33万 | 减仓 |
| BOXX | EA SERIES TRUST | $422.22万 | 0.54% | 36,307 | -1,700 | -4.5% | -$19.77万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $415.39万 | 0.53% | 40,458 | 11,817 | 41.3% | $121.33万 | 加仓 |
| PNR | PENTAIR PLC | $401.29万 | 0.51% | 46,067 | 6,823 | 17.4% | $59.44万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $396.17万 | 0.51% | 51,397 | 1,543 | 3.1% | $11.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $386.32万 | 0.50% | 22,152 | -760 | -3.3% | -$13.25万 | 减仓 |
| AMCR | AMCOR PLC | $384.76万 | 0.49% | 96,795 | 96,795 | — | $384.76万 | 新建仓 |
| TJX | TJX COS INC NEW | $378.20万 | 0.49% | 23,682 | 18,955 | 401.0% | $302.71万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $356.75万 | 0.46% | 17,558 | 3,673 | 26.5% | $74.63万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $353.11万 | 0.45% | 67,477 | -11,300 | -14.3% | -$59.13万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $352.90万 | 0.45% | 203,752 | -946 | -0.5% | -$1.64万 | 减仓 |
| IWM | ISHARES TR | $332.46万 | 0.43% | 13,406 | 2,185 | 19.5% | $54.19万 | 加仓 |
| VTRS | VIATRIS INC | $304.25万 | 0.39% | 225,206 | -453,540 | -66.8% | -$612.73万 | 减仓 |
| EEM | ISHARES TR | $294.19万 | 0.38% | 51,803 | 12,092 | 30.5% | $68.67万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $293.56万 | 0.38% | 35,613 | -22,895 | -39.1% | -$188.72万 | 减仓 |
| VRSN | VERISIGN INC | $276.10万 | 0.35% | 11,117 | 11,117 | — | $276.10万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $273.52万 | 0.35% | 33,952 | -72,176 | -68.0% | -$581.45万 | 减仓 |
| VV | VANGUARD INDEX FDS | $269.48万 | 0.35% | 9,017 | -1,994 | -18.1% | -$59.59万 | 减仓 |
| EWJ | ISHARES INC | $264.86万 | 0.34% | 31,367 | 8,048 | 34.5% | $67.96万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $260.40万 | 0.33% | 107,294 | -13,270 | -11.0% | -$32.21万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $258.90万 | 0.33% | 5,966 | -5,645 | -48.6% | -$244.97万 | 减仓 |
| GOOGL | ALPHABET INC | $257.38万 | 0.33% | 8,950 | 3,444 | 62.5% | $99.04万 | 加仓 |
| IEF | ISHARES TR | $249.05万 | 0.32% | 26,095 | -6,828 | -20.7% | -$65.17万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $240.22万 | 0.31% | 40,667 | 2,769 | 7.3% | $16.36万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $226.30万 | 0.29% | 24,266 | 4,210 | 21.0% | $39.26万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $222.28万 | 0.29% | 38,564 | -5,851 | -13.2% | -$33.73万 | 减仓 |
| WMT | WALMART INC | $219.14万 | 0.28% | 17,633 | -5,894 | -25.1% | -$73.25万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $203.74万 | 0.26% | 29,023 | 2,621 | 9.9% | $18.40万 | 加仓 |
| — | EXXON MOBIL CORP | $189.95万 | 0.24% | 11,196 | 224 | 2.0% | $3.80万 | 加仓 |
| GDDY | GODADDY INC | $188.27万 | 0.24% | 22,774 | -28,975 | -56.0% | -$239.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $188.25万 | 0.24% | 3,150 | 48 | 1.5% | $2.87万 | 加仓 |
| TSLA | TESLA INC | $183.90万 | 0.24% | 4,947 | 906 | 22.4% | $33.68万 | 加仓 |
| LLY | ELI LILLY & CO | $174.46万 | 0.22% | 1,897 | -175 | -8.4% | -$16.09万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $172.33万 | 0.22% | 30,458 | -1,158 | -3.7% | -$6.55万 | 减仓 |
| AMAT | APPLIED MATLS INC | $170.43万 | 0.22% | 4,986 | 790 | 18.8% | $27.00万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $168.41万 | 0.22% | 8,583 | -1,259 | -12.8% | -$24.70万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $158.31万 | 0.20% | 52,647 | -143 | -0.3% | -$4,300 | 减仓 |
| SPYG | SPDR SERIES TRUST | $156.73万 | 0.20% | 16,008 | -1,761 | -9.9% | -$17.24万 | 减仓 |