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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $185.63万 | 0.19% | 3,296 | 558 | 20.4% | $31.43万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $183.63万 | 0.19% | 15,432 | -576 | -3.6% | -$6.85万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $181.12万 | 0.19% | 8,311 | -272 | -3.2% | -$5.93万 | 减仓 |
| IVW | ISHARES TR | $179.57万 | 0.19% | 13,057 | 1,021 | 8.5% | $14.04万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $172.99万 | 0.18% | 4,165 | -1,801 | -30.2% | -$74.80万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $167.66万 | 0.18% | 37,795 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $166.42万 | 0.17% | 19,320 | 456 | 2.4% | $3.93万 | 加仓 |
| NFLX | NETFLIX INC. | $163.96万 | 0.17% | 22,963 | 7,129 | 45.0% | $50.90万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $161.06万 | 0.17% | 3,242 | 220 | 7.3% | $10.93万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $157.74万 | 0.17% | 2,067 | -31 | -1.5% | -$2.37万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $154.90万 | 0.16% | 21,741 | 13,622 | 167.8% | $97.06万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $142.30万 | 0.15% | 47,419 | -5,228 | -9.9% | -$15.69万 | 减仓 |
| INCY | INCYTE CORP | $139.92万 | 0.15% | 12,343 | 2,280 | 22.7% | $25.85万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $138.66万 | 0.15% | 26,779 | -1,538 | -5.4% | -$7.96万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $137.73万 | 0.14% | 22,656 | -7,802 | -25.6% | -$47.43万 | 减仓 |
| KO | COCA COLA CO | $134.49万 | 0.14% | 16,549 | 3,075 | 22.8% | $24.99万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $132.15万 | 0.14% | 2,069 | 2,069 | — | $132.15万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $131.58万 | 0.14% | 6,417 | 1,334 | 26.2% | $27.35万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $129.28万 | 0.14% | 3,822 | 222 | 6.2% | $7.51万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $127.28万 | 0.13% | 14,019 | -2,363 | -14.4% | -$21.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $126.48万 | 0.13% | 3,864 | 174 | 4.7% | $5.70万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $123.57万 | 0.13% | 3,107 | 224 | 7.8% | $8.91万 | 加仓 |
| HD | HOME DEPOT INC | $122.81万 | 0.13% | 3,482 | 178 | 5.4% | $6.28万 | 加仓 |
| IVE | ISHARES TR | $122.70万 | 0.13% | 5,404 | -394 | -6.8% | -$8.95万 | 减仓 |
| BA | BOEING CO | $122.09万 | 0.13% | 5,640 | 755 | 15.5% | $16.34万 | 加仓 |
| IUSB | ISHARES TR | $120.50万 | 0.13% | 26,111 | 5,900 | 29.2% | $27.23万 | 加仓 |
| VTRS | VIATRIS INC | $120.38万 | 0.13% | 75,805 | -149,401 | -66.3% | -$237.25万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $119.66万 | 0.13% | 16,582 | 1,961 | 13.4% | $14.15万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $117.88万 | 0.12% | 8,039 | 1,192 | 17.4% | $17.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $111.49万 | 0.12% | 2,228 | 535 | 31.6% | $26.77万 | 加仓 |
| EFG | ISHARES TR | $108.59万 | 0.11% | 8,728 | 464 | 5.6% | $5.77万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $108.47万 | 0.11% | 20,574 | 498 | 2.5% | $2.63万 | 加仓 |
| PEP | PEPSICO INC | $107.35万 | 0.11% | 7,928 | 1,538 | 24.1% | $20.82万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $102.20万 | 0.11% | 15,127 | -3,197 | -17.4% | -$21.60万 | 减仓 |
| GE | GE AEROSPACE | $101.85万 | 0.11% | 2,725 | 167 | 6.5% | $6.24万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $101.38万 | 0.11% | 3,771 | 518 | 15.9% | $13.93万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $97.75万 | 0.10% | 1,744 | 520 | 42.5% | $29.15万 | 加仓 |
| VO | VANGUARD INDEX FDS | $93.87万 | 0.10% | 11,651 | 1,979 | 20.5% | $15.94万 | 加仓 |
| SNDK | SANDISK CORP | $93.68万 | 0.10% | 412 | 412 | — | $93.68万 | 新建仓 |
| EFV | ISHARES TR | $92.88万 | 0.10% | 12,133 | -5,847 | -32.5% | -$44.76万 | 减仓 |
| TXN | TEXAS INSTRS INC | $92.83万 | 0.10% | 3,114 | 25 | 0.8% | $7,453 | 加仓 |
| TER | TERADYNE INC | $92.66万 | 0.10% | 1,915 | -8 | -0.4% | -$3,871 | 减仓 |
| APP | APPLOVIN CORP | $90.71万 | 0.09% | 1,761 | -324 | -15.5% | -$16.69万 | 减仓 |
| IEMG | ISHARES INC | $87.80万 | 0.09% | 10,599 | -5,562 | -34.4% | -$46.08万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $86.87万 | 0.09% | 8,663 | -115 | -1.3% | -$1.15万 | 减仓 |
| HRL | HORMEL FOODS CORP | $86.75万 | 0.09% | 34,950 | 8,339 | 31.3% | $20.70万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $86.20万 | 0.09% | 29,289 | 5,528 | 23.3% | $16.27万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $86.17万 | 0.09% | 9,399 | 2,128 | 29.3% | $19.51万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $85.41万 | 0.09% | 913 | -18 | -1.9% | -$1.68万 | 减仓 |
| DLTR | DOLLAR TREE INC | $83.19万 | 0.09% | 6,878 | 59 | 0.9% | $7,136 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $82.31万 | 0.09% | 20,471 | -989 | -4.6% | -$3.98万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $81.75万 | 0.09% | 18,986 | 18,986 | — | $81.75万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $80.96万 | 0.08% | 19,121 | 3,583 | 23.1% | $15.17万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $79.21万 | 0.08% | 573 | -3 | -0.5% | -$4,147 | 减仓 |
| SPTI | SPDR SERIES TRUST | $77.73万 | 0.08% | 27,380 | -4,115 | -13.1% | -$11.68万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $77.24万 | 0.08% | 13,394 | -1,509 | -10.1% | -$8.70万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $76.77万 | 0.08% | 1,847 | -170 | -8.4% | -$7.07万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $76.50万 | 0.08% | 1,978 | 66 | 3.5% | $2.55万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $76.27万 | 0.08% | 1,497 | 17 | 1.1% | $8,661 | 加仓 |
| IGSB | ISHARES TR | $76.05万 | 0.08% | 14,511 | 9,404 | 184.1% | $49.29万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $75.69万 | 0.08% | 3,186 | 3,186 | — | $75.69万 | 新建仓 |
| EFA | ISHARES TR | $74.92万 | 0.08% | 7,212 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $74.63万 | 0.08% | 3,521 | -499 | -12.4% | -$10.58万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $73.41万 | 0.08% | 1,956 | 82 | 4.4% | $3.08万 | 加仓 |
| BIIB | BIOGEN INC | $71.85万 | 0.08% | 3,326 | -139 | -4.0% | -$3.00万 | 减仓 |
| XEL | XCEL ENERGY INC | $71.63万 | 0.08% | 8,921 | -794 | -8.2% | -$6.38万 | 减仓 |
| MCD | MCDONALDS CORP | $71.39万 | 0.07% | 2,641 | 737 | 38.7% | $19.92万 | 加仓 |
| AGG | ISHARES TR | $69.46万 | 0.07% | 7,018 | -1,490 | -17.5% | -$14.75万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $69.16万 | 0.07% | 2,095 | -7 | -0.3% | -$2,311 | 减仓 |
| CVX | CHEVRON CORPORATION | $68.84万 | 0.07% | 4,153 | 1,381 | 49.8% | $22.89万 | 加仓 |
| MPC | MARATHON PETE CORP | $68.29万 | 0.07% | 2,671 | -25 | -0.9% | -$6,392 | 减仓 |
| SGOL | ETFS GOLD TR | $68.21万 | 0.07% | 17,841 | -3,363 | -15.9% | -$12.86万 | 减仓 |
| QUAL | ISHARES TR | $67.94万 | 0.07% | 3,096 | -772 | -20.0% | -$16.94万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $67.35万 | 0.07% | 6,221 | 185 | 3.1% | $2.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $66.35万 | 0.07% | 1,793 | -612 | -25.4% | -$22.65万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $65.43万 | 0.07% | 5,914 | 1,054 | 21.7% | $11.66万 | 加仓 |
| SYY | SYSCO CORP | $65.32万 | 0.07% | 7,815 | 3,488 | 80.6% | $29.15万 | 加仓 |
| AMGN | AMGEN INC | $65.23万 | 0.07% | 1,801 | -571 | -24.1% | -$20.68万 | 减仓 |
| GOOG | ALPHABET INC | $65.13万 | 0.07% | 1,843 | 109 | 6.3% | $3.85万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $65.06万 | 0.07% | 17,777 | 17,777 | — | $65.06万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $64.29万 | 0.07% | 8,757 | -2,236 | -20.3% | -$16.41万 | 减仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $64.28万 | 0.07% | 25,110 | 25,110 | — | $64.28万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $63.20万 | 0.07% | 22,815 | 7,151 | 45.7% | $19.81万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $61.41万 | 0.06% | 26,197 | 1,246 | 5.0% | $2.92万 | 加仓 |
| DIS | DISNEY WALT CO | $60.75万 | 0.06% | 6,311 | -20 | -0.3% | -$1,925 | 减仓 |
| NOBL | PROSHARES TR | $60.09万 | 0.06% | 10,699 | 497 | 4.9% | $2.79万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $59.58万 | 0.06% | 3,755 | 1,142 | 43.7% | $18.12万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $59.39万 | 0.06% | 11,744 | 5,405 | 85.3% | $27.33万 | 加仓 |
| LMUB | ISHARES TR | $58.56万 | 0.06% | 11,434 | 3,996 | 53.7% | $20.47万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $55.62万 | 0.06% | 9,556 | -2,022 | -17.5% | -$11.77万 | 减仓 |
| PKG | PACKAGING CORP AMER | $55.54万 | 0.06% | 2,331 | -120 | -4.9% | -$2.86万 | 减仓 |
| ETN | EATON CORP PLC | $54.33万 | 0.06% | 1,275 | -2,936 | -69.7% | -$125.11万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $53.79万 | 0.06% | 10,217 | -23,735 | -69.9% | -$124.96万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $53.69万 | 0.06% | 2,818 | -3,842 | -57.7% | -$73.20万 | 重新持有 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $53.57万 | 0.06% | 5,874 | 1,540 | 35.5% | $14.04万 | 加仓 |
| MTUM | ISHARES TR | $53.07万 | 0.06% | 1,548 | -231 | -13.0% | -$7.92万 | 减仓 |
| IBTG | ISHARES TR | $52.48万 | 0.05% | 22,927 | 22,927 | — | $52.48万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $51.74万 | 0.05% | 14,163 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $51.45万 | 0.05% | 3,939 | 3,939 | — | $51.45万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $51.19万 | 0.05% | 2,485 | -333 | -11.8% | -$6.86万 | 减仓 |