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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $156.65万 | 0.20% | 2,738 | 10 | 0.4% | $5,721 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $155.21万 | 0.20% | 27,563 | -49,321 | -64.1% | -$277.72万 | 减仓 |
| NFLX | NETFLIX INC. | $152.25万 | 0.20% | 15,834 | 5,288 | 50.1% | $50.84万 | 加仓 |
| CTVA | CORTEVA INC | $150.83万 | 0.19% | 18,018 | -437 | -2.4% | -$3.66万 | 减仓 |
| ETN | EATON CORP PLC | $150.61万 | 0.19% | 4,211 | -5,647 | -57.3% | -$201.97万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $146.87万 | 0.19% | 37,795 | 101 | 0.3% | $3,925 | 加仓 |
| GEV | GE VERNOVA INC | $140.40万 | 0.18% | 1,608 | -67 | -4.0% | -$5.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $137.32万 | 0.18% | 3,144 | -579 | -15.6% | -$25.29万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $136.18万 | 0.17% | 23,406 | -1,521 | -6.1% | -$8.85万 | 减仓 |
| IVW | ISHARES TR | $136.14万 | 0.17% | 12,036 | 322 | 2.7% | $3.64万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $134.94万 | 0.17% | 3,022 | 99 | 3.4% | $4.42万 | 加仓 |
| EFV | ISHARES TR | $133.68万 | 0.17% | 17,980 | -1,527 | -7.8% | -$11.35万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $132.89万 | 0.17% | 2,883 | -32 | -1.1% | -$1.47万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $132.83万 | 0.17% | 28,317 | -1,881 | -6.2% | -$8.82万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $129.52万 | 0.17% | 16,382 | 1,531 | 10.3% | $12.10万 | 加仓 |
| AVGO | BROADCOM INC | $123.09万 | 0.16% | 3,977 | -284 | -6.7% | -$8.79万 | 减仓 |
| IVE | ISHARES TR | $122.42万 | 0.16% | 5,798 | -473 | -7.5% | -$9.99万 | 减仓 |
| IEMG | ISHARES INC | $112.72万 | 0.14% | 16,161 | -2,679 | -14.2% | -$18.69万 | 减仓 |
| KLAC | KLA CORP | $111.17万 | 0.14% | 755 | -242 | -24.3% | -$35.63万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $108.88万 | 0.14% | 3,600 | 1,019 | 39.5% | $30.82万 | 加仓 |
| HD | HOME DEPOT INC | $108.68万 | 0.14% | 3,304 | -29 | -0.9% | -$9,539 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $108.55万 | 0.14% | 3,690 | 29 | 0.8% | $8,531 | 加仓 |
| SPMD | SPDR SERIES TRUST | $108.52万 | 0.14% | 18,324 | -87 | -0.5% | -$5,152 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $105.17万 | 0.13% | 14,621 | 1,160 | 8.6% | $8.34万 | 加仓 |
| — | ELECTRONIC ARTS INC | $103.64万 | 0.13% | 5,083 | 5,083 | — | $103.64万 | 新建仓 |
| KO | COCA COLA CO | $102.47万 | 0.13% | 13,474 | -156 | -1.1% | -$1.19万 | 减仓 |
| PEP | PEPSICO INC | $99.23万 | 0.13% | 6,390 | 490 | 8.3% | $7.61万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $98.90万 | 0.13% | 6,847 | 155 | 2.3% | $2.24万 | 加仓 |
| BA | BOEING CO | $97.22万 | 0.12% | 4,885 | 2,849 | 139.9% | $56.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $96.28万 | 0.12% | 2,850 | -2,192 | -43.5% | -$74.05万 | 减仓 |
| INCY | INCYTE CORP | $94.71万 | 0.12% | 10,063 | 1,786 | 21.6% | $16.81万 | 加仓 |
| SGOL | ETFS GOLD TR | $94.61万 | 0.12% | 21,204 | -37,039 | -63.6% | -$165.27万 | 减仓 |
| IUSB | ISHARES TR | $93.35万 | 0.12% | 20,211 | 721 | 3.7% | $3.33万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $92.76万 | 0.12% | 931 | 7 | 0.8% | $6,974 | 加仓 |
| EFG | ISHARES TR | $92.04万 | 0.12% | 8,264 | 5,046 | 156.8% | $56.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $91.29万 | 0.12% | 1,582 | -5,092 | -76.3% | -$293.84万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $90.26万 | 0.12% | 31,495 | 2,472 | 8.5% | $7.08万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $89.48万 | 0.11% | 1,480 | -35 | -2.3% | -$2.12万 | 减仓 |
| AGG | ISHARES TR | $84.46万 | 0.11% | 8,508 | -2,169 | -20.3% | -$21.53万 | 减仓 |
| AMGN | AMGEN INC | $83.47万 | 0.11% | 2,372 | -39 | -1.6% | -$1.37万 | 减仓 |
| APP | APPLOVIN CORP | $82.97万 | 0.11% | 2,085 | 620 | 42.3% | $24.67万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $81.91万 | 0.11% | 2,098 | -71 | -3.3% | -$2.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.13万 | 0.10% | 1,693 | 39 | 2.4% | $1.87万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $80.95万 | 0.10% | 10,993 | 967 | 9.6% | $7.12万 | 加仓 |
| EG | EVEREST GROUP LTD | $80.26万 | 0.10% | 2,456 | 82 | 3.5% | $2.68万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $78.78万 | 0.10% | 4,020 | -235 | -5.5% | -$4.61万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $78.37万 | 0.10% | 6,036 | -308 | -4.9% | -$4.00万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $78.00万 | 0.10% | 15,538 | -1,217 | -7.3% | -$6.11万 | 减仓 |
| XEL | XCEL ENERGY INC | $77.18万 | 0.10% | 9,715 | 5,082 | 109.7% | $40.37万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $77.15万 | 0.10% | 2,405 | 405 | 20.2% | $12.99万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $74.97万 | 0.10% | 3,253 | -89 | -2.7% | -$2.05万 | 减仓 |
| DLTR | DOLLAR TREE INC | $74.68万 | 0.10% | 6,819 | -1,039 | -13.2% | -$11.38万 | 减仓 |
| QUAL | ISHARES TR | $74.20万 | 0.10% | 3,868 | -564 | -12.7% | -$10.82万 | 减仓 |
| MSTR | STRATEGY INC | $73.90万 | 0.09% | 5,921 | 117 | 2.0% | $1.46万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $72.66万 | 0.09% | 21,460 | -1,162 | -5.1% | -$3.93万 | 减仓 |
| GE | GE AEROSPACE | $72.58万 | 0.09% | 2,558 | 198 | 8.4% | $5.62万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $72.01万 | 0.09% | 14,903 | -62 | -0.4% | -$2,996 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $70.09万 | 0.09% | 3,446 | 3,446 | — | $70.09万 | 新建仓 |
| EFA | ISHARES TR | $70.05万 | 0.09% | 7,212 | 1,649 | 29.6% | $16.02万 | 加仓 |
| VO | VANGUARD INDEX FDS | $69.45万 | 0.09% | 2,418 | -805 | -25.0% | -$23.12万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $67.78万 | 0.09% | 11,578 | -3,254 | -21.9% | -$19.05万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $67.01万 | 0.09% | 23,339 | 3,761 | 19.2% | $10.80万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $66.15万 | 0.08% | 20,076 | 1,601 | 8.7% | $5.28万 | 加仓 |
| MPC | MARATHON PETE CORP | $65.83万 | 0.08% | 2,696 | 216 | 8.7% | $5.27万 | 加仓 |
| BIIB | BIOGEN INC | $63.52万 | 0.08% | 3,465 | -468 | -11.9% | -$8.58万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $62.93万 | 0.08% | 576 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $61.97万 | 0.08% | 7,271 | -1,484 | -17.0% | -$12.65万 | 减仓 |
| VLO | VALERO ENERGY CORP | $61.64万 | 0.08% | 2,495 | 52 | 2.1% | $1.28万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $61.32万 | 0.08% | 2,102 | 22 | 1.1% | $6,417 | 加仓 |
| SPTS | SPDR SERIES TRUST | $61.08万 | 0.08% | 20,933 | -5,455 | -20.7% | -$15.92万 | 减仓 |
| DIS | DISNEY WALT CO | $61.02万 | 0.08% | 6,331 | 22 | 0.3% | $2,120 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $60.92万 | 0.08% | 23,761 | -33,007 | -58.1% | -$84.63万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $60.83万 | 0.08% | 8,778 | 3,253 | 58.9% | $22.54万 | 加仓 |
| ADSK | AUTODESK INC | $60.30万 | 0.08% | 2,519 | 573 | 29.4% | $13.72万 | 加仓 |
| HRL | HORMEL FOODS CORP | $60.27万 | 0.08% | 26,611 | 26,611 | — | $60.27万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $59.96万 | 0.08% | 3,089 | -468 | -13.2% | -$9.08万 | 减仓 |
| MCD | MCDONALDS CORP | $59.16万 | 0.08% | 1,904 | -46 | -2.4% | -$1.43万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $58.18万 | 0.07% | 24,951 | -51,823 | -67.5% | -$120.85万 | 减仓 |
| CVX | CHEVRON CORPORATION | $57.36万 | 0.07% | 2,772 | 126 | 4.8% | $2.61万 | 加仓 |
| TER | TERADYNE INC | $57.01万 | 0.07% | 1,923 | 4 | 0.2% | $1,186 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $56.88万 | 0.07% | 11,401 | -1,296 | -10.2% | -$6.47万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $55.97万 | 0.07% | 1,912 | 298 | 18.5% | $8.72万 | 加仓 |
| GIS | GENERAL MILLS INC | $55.75万 | 0.07% | 14,979 | 1,493 | 11.1% | $5.56万 | 加仓 |
| TRMB | TRIMBLE INC | $55.46万 | 0.07% | 8,502 | 1,033 | 13.8% | $6.74万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $55.24万 | 0.07% | 2,818 | -102 | -3.5% | -$2.00万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $55.01万 | 0.07% | 4,860 | -634 | -11.5% | -$7.18万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $54.77万 | 0.07% | 5,677 | 1,168 | 25.9% | $11.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $54.59万 | 0.07% | 2,017 | 291 | 16.9% | $7.88万 | 加仓 |
| NOBL | PROSHARES TR | $54.08万 | 0.07% | 5,101 | 295 | 6.1% | $3.13万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $52.35万 | 0.07% | 8,342 | -140 | -1.7% | -$8,785 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $52.08万 | 0.07% | 1,874 | 166 | 9.7% | $4.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $52.03万 | 0.07% | 8,119 | 1,026 | 14.5% | $6.57万 | 加仓 |
| PKG | PACKAGING CORP AMER | $52.01万 | 0.07% | 2,451 | 22 | 0.9% | $4,668 | 加仓 |
| AXON | AXON ENTERPRISE INC | $51.96万 | 0.07% | 1,224 | -78 | -6.0% | -$3.31万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $50.65万 | 0.06% | 8,268 | -1,268 | -13.3% | -$7.77万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $50.32万 | 0.06% | 3,044 | -47 | -1.5% | -$7,770 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $49.79万 | 0.06% | 3,802 | 3,802 | — | $49.79万 | 新建仓 |
| GOOG | ALPHABET INC | $49.75万 | 0.06% | 1,734 | 310 | 21.8% | $8.89万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $48.23万 | 0.06% | 13,315 | -358 | -2.6% | -$1.30万 | 减仓 |
| CME | CME GROUP INC | $48.09万 | 0.06% | 1,628 | 19 | 1.2% | $5,613 | 加仓 |