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 |
|---|---|---|---|---|---|---|---|---|
| FOX | FOX CORP | $47.92万 | 0.06% | 9,024 | 83 | 0.9% | $4,407 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $47.83万 | 0.06% | 14,163 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $47.73万 | 0.06% | 7,007 | -1,547 | -18.1% | -$10.54万 | 减仓 |
| — | EA SERIES TRUST | $46.57万 | 0.06% | 14,858 | -11,807 | -44.3% | -$37.01万 | 减仓 |
| T | AT&T INC | $45.83万 | 0.06% | 15,809 | 1,532 | 10.7% | $4.44万 | 加仓 |
| VB | VANGUARD INDEX FDS | $45.83万 | 0.06% | 1,750 | 41 | 2.4% | $1.07万 | 加仓 |
| SHM | SPDR SERIES TRUST | $44.88万 | 0.06% | 9,384 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $43.65万 | 0.06% | 4,334 | -2,232 | -34.0% | -$22.48万 | 减仓 |
| EBND | SPDR SERIES TRUST | $43.59万 | 0.06% | 21,121 | -363 | -1.7% | -$7,492 | 减仓 |
| FE | FIRSTENERGY CORP | $43.09万 | 0.06% | 8,505 | 2,883 | 51.3% | $14.61万 | 加仓 |
| MTUM | ISHARES TR | $42.70万 | 0.05% | 1,779 | -29 | -1.6% | -$6,961 | 减仓 |
| ALB | ALBEMARLE CORP | $42.62万 | 0.05% | 2,374 | 2,374 | — | $42.62万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $42.44万 | 0.05% | 3,238 | -114 | -3.4% | -$1.49万 | 减仓 |
| IAGG | ISHARES TR | $41.91万 | 0.05% | 8,376 | -3,198 | -27.6% | -$16.00万 | 减仓 |
| CVS | CVS HEALTH CORP | $41.22万 | 0.05% | 5,739 | 5,739 | — | $41.22万 | 新建仓 |
| WELL | WELLTOWER INC | $40.97万 | 0.05% | 2,072 | 2,072 | — | $40.97万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $40.92万 | 0.05% | 4,160 | 192 | 4.8% | $1.89万 | 加仓 |
| DASH | DOORDASH INC | $40.60万 | 0.05% | 2,704 | 235 | 9.5% | $3.53万 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $40.34万 | 0.05% | 8,059 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $38.77万 | 0.05% | 15,664 | -12,841 | -45.0% | -$31.78万 | 减仓 |
| SHY | ISHARES TR | $38.34万 | 0.05% | 4,643 | -776 | -14.3% | -$6.41万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $38.31万 | 0.05% | 2,613 | -240 | -8.4% | -$3.52万 | 减仓 |
| LOW | LOWES COS INC | $38.28万 | 0.05% | 1,620 | -120 | -6.9% | -$2.84万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $38.18万 | 0.05% | 11,670 | 11,670 | — | $38.18万 | 新建仓 |
| LMUB | ISHARES TR | $37.14万 | 0.05% | 7,438 | 7,438 | — | $37.14万 | 新建仓 |
| TIPX | SPDR SERIES TRUST | $36.83万 | 0.05% | 19,193 | -189 | -1.0% | -$3,627 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $36.77万 | 0.05% | 8,955 | 8,955 | — | $36.77万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $36.44万 | 0.05% | 10,547 | -82 | -0.8% | -$2,833 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $35.72万 | 0.05% | 8,458 | -38 | -0.4% | -$1,605 | 减仓 |
| DOW | DOW HLDGS INC | $35.51万 | 0.05% | 8,526 | -4,760 | -35.8% | -$19.82万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $35.44万 | 0.05% | 1,919 | 1,919 | — | $35.44万 | 新建仓 |
| IYR | ISHARES TR | $35.27万 | 0.05% | 3,730 | -7,701 | -67.4% | -$72.81万 | 减仓 |
| UNP | UNION PAC CORP | $33.85万 | 0.04% | 1,395 | 36 | 2.6% | $8,737 | 加仓 |
| CAG | CONAGRA BRANDS INC | $33.42万 | 0.04% | 21,257 | -580 | -2.7% | -$9,118 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $33.04万 | 0.04% | 3,279 | 29 | 0.9% | $2,922 | 加仓 |
| — | STRATEGY SHS | $32.78万 | 0.04% | 10,410 | -10,657 | -50.6% | -$33.56万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $32.76万 | 0.04% | 6,978 | -400 | -5.4% | -$1.88万 | 减仓 |
| WFC | WELLS FARGO & CO | $32.59万 | 0.04% | 4,094 | -6 | -0.1% | -$478 | 减仓 |
| ADI | ANALOG DEVICES INC | $32.10万 | 0.04% | 1,009 | -27 | -2.6% | -$8,590 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $32.08万 | 0.04% | 6,339 | -28,151 | -81.6% | -$142.47万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $31.96万 | 0.04% | 6,352 | -312 | -4.7% | -$1.57万 | 减仓 |
| ENB | ENBRIDGE INC | $31.44万 | 0.04% | 5,808 | 53 | 0.9% | $2,869 | 加仓 |
| SYY | SYSCO CORP | $30.86万 | 0.04% | 4,327 | 40 | 0.9% | $2,853 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.56万 | 0.04% | 5,039 | 64 | 1.3% | $3,882 | 加仓 |
| IHE | ISHARES TR | $30.11万 | 0.04% | 3,473 | 3,473 | — | $30.11万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $29.41万 | 0.04% | 1,494 | -811 | -35.2% | -$15.97万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $29.26万 | 0.04% | 1,809 | -100 | -5.2% | -$1.62万 | 减仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $29.00万 | 0.04% | 7,834 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $28.78万 | 0.04% | 4,262 | -289 | -6.4% | -$1.95万 | 减仓 |
| DAL | DELTA AIR LINES INC | $28.72万 | 0.04% | 4,320 | -112 | -2.5% | -$7,446 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $28.64万 | 0.04% | 68 | 8 | 13.3% | $3.37万 | 加仓 |
| BIL | SPDR SERIES TRUST | $28.57万 | 0.04% | 3,117 | -460 | -12.9% | -$4.22万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $28.00万 | 0.04% | 4,334 | -1,309 | -23.2% | -$8.46万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $27.87万 | 0.04% | 7,982 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $27.82万 | 0.04% | 1,810 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $27.44万 | 0.04% | 3,032 | -87 | -2.8% | -$7,875 | 减仓 |
| VGT | VANGUARD WORLD FD | $27.29万 | 0.04% | 391 | 391 | — | $27.29万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.08万 | 0.03% | 1,851 | 54 | 3.0% | $7,900 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $26.95万 | 0.03% | 2,868 | -144 | -4.8% | -$1.35万 | 减仓 |
| IGSB | ISHARES TR | $26.84万 | 0.03% | 5,107 | -716 | -12.3% | -$3.76万 | 减仓 |
| RUNN | STRATEGIC TRUST | $26.82万 | 0.03% | 8,326 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $26.29万 | 0.03% | 3,664 | 3,664 | — | $26.29万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.97万 | 0.03% | 769 | -52 | -6.3% | -$1.76万 | 减仓 |
| BRTR | BLACKROCK ETF TRUST II | $25.91万 | 0.03% | 5,162 | 5,162 | — | $25.91万 | 新建仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $25.63万 | 0.03% | 8,146 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $25.47万 | 0.03% | 929 | 1 | 0.1% | $274 | 加仓 |
| AEE | AMEREN CORP | $25.47万 | 0.03% | 2,317 | 2,317 | — | $25.47万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $25.31万 | 0.03% | 11,013 | 11,013 | — | $25.31万 | 新建仓 |
| RWO | SPDR INDEX SHS FDS | $25.10万 | 0.03% | 5,485 | -89 | -1.6% | -$4,074 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $24.66万 | 0.03% | 7,250 | -2,474 | -25.4% | -$8.42万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $24.53万 | 0.03% | 4,723 | 4,723 | — | $24.53万 | 新建仓 |
| XPH | SPDR SERIES TRUST | $24.36万 | 0.03% | 4,503 | 4,503 | — | $24.36万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $24.35万 | 0.03% | 24,469 | 8,705 | 55.2% | $8.66万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $24.11万 | 0.03% | 2,675 | 45 | 1.7% | $4,056 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.98万 | 0.03% | 4,546 | -1,008 | -18.1% | -$5.32万 | 减仓 |
| GSK | GSK PLC | $23.51万 | 0.03% | 4,260 | 60 | 1.4% | $3,311 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $23.31万 | 0.03% | 5,808 | -82 | -1.4% | -$3,291 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $23.26万 | 0.03% | 5,180 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $23.13万 | 0.03% | 2,392 | -63 | -2.6% | -$6,092 | 减仓 |
| SPTL | SPDR SERIES TRUST | $22.83万 | 0.03% | 8,679 | 728 | 9.2% | $1.91万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $22.28万 | 0.03% | 1,066 | -20 | -1.8% | -$4,180 | 减仓 |
| FLTR | VANECK ETF TRUST | $21.87万 | 0.03% | 8,582 | 8,582 | — | $21.87万 | 新建仓 |
| LQDH | ISHARES U S ETF TR | $21.66万 | 0.03% | 2,346 | 2,346 | — | $21.66万 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $21.35万 | 0.03% | 8,610 | -63 | -0.7% | -$1,562 | 减仓 |
| CVNA | CARVANA CO | $21.13万 | 0.03% | 672 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $21.06万 | 0.03% | 5,302 | -31,217 | -85.5% | -$124.01万 | 减仓 |
| BBY | BEST BUY INC | $21.02万 | 0.03% | 3,274 | -73 | -2.2% | -$4,686 | 减仓 |
| NRG | NRG ENERGY INC | $20.73万 | 0.03% | 1,418 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $20.69万 | 0.03% | 2,524 | -876 | -25.8% | -$7.18万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $20.69万 | 0.03% | 952 | -70 | -6.8% | -$1.52万 | 减仓 |
| BAC | BANK AMERICA CORP | $20.60万 | 0.03% | 4,226 | -418 | -9.0% | -$2.04万 | 减仓 |
| — | AMAZON COM INC 看跌期权 | $20.57万 | 0.03% | 130 | 130 | — | $20.57万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $20.45万 | 0.03% | 1,301 | 252 | 24.0% | $3.96万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $20.39万 | 0.03% | 10,642 | 10,642 | — | $20.39万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $18.90万 | 0.02% | 11,379 | -2,687 | -19.1% | -$4.46万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $15.97万 | 0.02% | 15,510 | 296 | 1.9% | $3,049 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.51万 | 0.02% | 24,866 | 631 | 2.6% | $3,174 | 加仓 |
| — | 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 |