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 |
|---|---|---|---|---|---|---|---|---|
| TRMB | TRIMBLE INC | $51.12万 | 0.05% | 9,988 | 1,486 | 17.5% | $7.61万 | 加仓 |
| VLO | VALERO ENERGY CORP | $50.37万 | 0.05% | 1,934 | -561 | -22.5% | -$14.61万 | 减仓 |
| MSTR | STRATEGY INC | $49.93万 | 0.05% | 5,744 | -177 | -3.0% | -$1.54万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $49.42万 | 0.05% | 9,305 | 1,037 | 12.5% | $5.51万 | 加仓 |
| EG | EVEREST GROUP LTD | $49.19万 | 0.05% | 1,377 | -1,079 | -43.9% | -$38.55万 | 减仓 |
| VB | VANGUARD INDEX FDS | $48.14万 | 0.05% | 1,588 | -162 | -9.3% | -$4.91万 | 减仓 |
| ALB | ALBEMARLE CORP | $48.11万 | 0.05% | 3,563 | 1,189 | 50.1% | $16.05万 | 加仓 |
| INTC | INTEL CORP | $48.07万 | 0.05% | 3,443 | 3,443 | — | $48.07万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $47.94万 | 0.05% | 9,518 | 563 | 6.3% | $2.84万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $47.36万 | 0.05% | 6,816 | -191 | -2.7% | -$1.33万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $46.96万 | 0.05% | 3,214 | -588 | -15.5% | -$8.59万 | 减仓 |
| CVS | CVS HEALTH CORP | $46.68万 | 0.05% | 4,512 | -1,227 | -21.4% | -$12.69万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $46.07万 | 0.05% | 18,767 | -4,572 | -19.6% | -$11.22万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $45.63万 | 0.05% | 2,423 | 2,423 | — | $45.63万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $45.01万 | 0.05% | 9,384 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $44.55万 | 0.05% | 9,372 | 867 | 10.2% | $4.12万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $43.84万 | 0.05% | 3,994 | -1,683 | -29.6% | -$18.47万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $43.68万 | 0.05% | 2,358 | 549 | 30.3% | $10.17万 | 加仓 |
| LOW | LOWES COS INC | $43.50万 | 0.05% | 1,973 | 353 | 21.8% | $7.78万 | 加仓 |
| EBND | SPDR SERIES TRUST | $43.35万 | 0.05% | 20,721 | -400 | -1.9% | -$8,368 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $42.86万 | 0.04% | 10,547 | 0 | 0.0% | — | 不变 |
| BRTR | BLACKROCK ETF TRUST II | $42.28万 | 0.04% | 8,402 | 3,240 | 62.8% | $16.31万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $42.09万 | 0.04% | 2,327 | -717 | -23.6% | -$12.97万 | 减仓 |
| ENB | ENBRIDGE INC | $40.82万 | 0.04% | 7,529 | 1,721 | 29.6% | $9.33万 | 加仓 |
| USIG | ISHARES TR | $40.67万 | 0.04% | 7,930 | 7,930 | — | $40.67万 | 新建仓 |
| DVA | DAVITA INC | $40.27万 | 0.04% | 1,810 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $40.23万 | 0.04% | 9,333 | -3,982 | -29.9% | -$17.17万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $40.00万 | 0.04% | 3,721 | -439 | -10.6% | -$4.72万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $39.79万 | 0.04% | 6,666 | 6,666 | — | $39.79万 | 新建仓 |
| IBDS | ISHARES TR | $39.54万 | 0.04% | 16,325 | 16,325 | — | $39.54万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.02万 | 0.04% | 817 | 48 | 6.2% | $2.29万 | 加仓 |
| TLH | ISHARES TR | $38.94万 | 0.04% | 3,880 | -454 | -10.5% | -$4.56万 | 减仓 |
| DASH | DOORDASH INC | $38.71万 | 0.04% | 2,098 | -606 | -22.4% | -$11.18万 | 减仓 |
| DAL | DELTA AIR LINES INC | $38.62万 | 0.04% | 4,123 | -197 | -4.6% | -$1.85万 | 减仓 |
| WELL | WELLTOWER INC | $38.55万 | 0.04% | 1,699 | -373 | -18.0% | -$8.46万 | 减仓 |
| CB | CHUBB LIMITED | $38.27万 | 0.04% | 1,123 | 1,123 | — | $38.27万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $38.21万 | 0.04% | 12,023 | 353 | 3.0% | $1.12万 | 加仓 |
| SGOV | ISHARES TR | $37.99万 | 0.04% | 3,774 | 3,774 | — | $37.99万 | 新建仓 |
| TAXF | AMERICAN CENTY ETF TR | $37.82万 | 0.04% | 7,439 | -620 | -7.7% | -$3.15万 | 减仓 |
| O | REALTY INCOME CORP | $37.28万 | 0.04% | 6,016 | 6,016 | — | $37.28万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $37.07万 | 0.04% | 5,054 | -22,509 | -81.7% | -$165.10万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $36.47万 | 0.04% | 2,666 | -572 | -17.7% | -$7.83万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $36.30万 | 0.04% | 8,295 | -163 | -1.9% | -$7,133 | 减仓 |
| — | TIDAL TRUST II | $35.83万 | 0.04% | 4,066 | 4,066 | — | $35.83万 | 新建仓 |
| ADSK | AUTODESK INC | $35.79万 | 0.04% | 1,841 | -678 | -26.9% | -$13.18万 | 减仓 |
| NUE | NUCOR CORP | $35.66万 | 0.04% | 1,601 | 1,601 | — | $35.66万 | 新建仓 |
| GIS | GENERAL MILLS INC | $35.62万 | 0.04% | 10,236 | -4,743 | -31.7% | -$16.51万 | 减仓 |
| CME | CME GROUP INC | $34.82万 | 0.04% | 1,577 | -51 | -3.1% | -$1.13万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $34.72万 | 0.04% | 980 | 980 | — | $34.72万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $34.28万 | 0.04% | 2,777 | 2,777 | — | $34.28万 | 新建仓 |
| EMR | EMERSON ELEC CO | $34.07万 | 0.04% | 2,380 | 2,380 | — | $34.07万 | 新建仓 |
| UNP | UNION PAC CORP | $33.91万 | 0.04% | 1,247 | -148 | -10.6% | -$4.02万 | 减仓 |
| IJH | ISHARES TR | $33.54万 | 0.04% | 4,349 | 87 | 2.0% | $6,709 | 加仓 |
| NEE | NEXTERA ENERGY INC | $33.30万 | 0.03% | 3,794 | 3,794 | — | $33.30万 | 新建仓 |
| TIPX | SPDR SERIES TRUST | $33.24万 | 0.03% | 17,560 | -1,633 | -8.5% | -$3.09万 | 减仓 |
| HEI | HEICO CORP NEW | $33.05万 | 0.03% | 928 | -1 | -0.1% | -$356 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $32.82万 | 0.03% | 3,067 | -212 | -6.5% | -$2.27万 | 减仓 |
| ICSH | ISHARES TR | $32.57万 | 0.03% | 6,440 | 6,440 | — | $32.57万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $32.54万 | 0.03% | 6,434 | -4,967 | -43.6% | -$25.12万 | 减仓 |
| FOX | FOX CORP | $32.39万 | 0.03% | 6,916 | -2,108 | -23.4% | -$9.87万 | 减仓 |
| IBDY | ISHARES TR | $32.25万 | 0.03% | 12,528 | 12,528 | — | $32.25万 | 新建仓 |
| WFC | WELLS FARGO & CO | $32.24万 | 0.03% | 3,901 | -193 | -4.7% | -$1.60万 | 减仓 |
| — | EA SERIES TRUST | $32.17万 | 0.03% | 9,542 | -5,316 | -35.8% | -$17.92万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $32.00万 | 0.03% | 7,982 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $32.00万 | 0.03% | 7,497 | -845 | -10.1% | -$3.61万 | 减仓 |
| ADI | ANALOG DEVICES INC | $31.38万 | 0.03% | 790 | -219 | -21.7% | -$8.70万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $31.30万 | 0.03% | 1,756 | 56 | 3.3% | $9,981 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $31.18万 | 0.03% | 7,834 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $30.99万 | 0.03% | 12,789 | 12,789 | — | $30.99万 | 新建仓 |
| GWW | WW GRAINGER INC | $30.88万 | 0.03% | 227 | 227 | — | $30.88万 | 新建仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $30.84万 | 0.03% | 5,492 | 5,492 | — | $30.84万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $30.78万 | 0.03% | 1,787 | -132 | -6.9% | -$2.27万 | 减仓 |
| GDDY | GODADDY INC | $30.77万 | 0.03% | 3,625 | -19,149 | -84.1% | -$162.54万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $30.49万 | 0.03% | 1,647 | 1,647 | — | $30.49万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $30.36万 | 0.03% | 8,404 | 8,404 | — | $30.36万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $29.28万 | 0.03% | 8,800 | 8,800 | — | $29.28万 | 新建仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $29.19万 | 0.03% | 6,080 | 6,080 | — | $29.19万 | 新建仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $29.01万 | 0.03% | 8,146 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $28.70万 | 0.03% | 3,971 | 3,971 | — | $28.70万 | 新建仓 |
| SYK | STRYKER CORPORATION | $28.62万 | 0.03% | 909 | 909 | — | $28.62万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $28.32万 | 0.03% | 3,069 | 201 | 7.0% | $1.85万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $28.08万 | 0.03% | 6,525 | 6,525 | — | $28.08万 | 新建仓 |
| BBY | BEST BUY INC | $28.00万 | 0.03% | 3,690 | 416 | 12.7% | $3.16万 | 加仓 |
| IHE | ISHARES TR | $27.85万 | 0.03% | 2,813 | -660 | -19.0% | -$6.53万 | 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 |
| T | AT&T INC | $27.24万 | 0.03% | 13,159 | -2,650 | -16.8% | -$5.49万 | 减仓 |
| RUNN | STRATEGIC TRUST | $26.97万 | 0.03% | 8,326 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $26.64万 | 0.03% | 5,360 | -125 | -2.3% | -$6,214 | 减仓 |
| IYR | ISHARES TR | $26.16万 | 0.03% | 2,558 | -1,172 | -31.4% | -$11.98万 | 减仓 |
| — | STRATEGY SHS | $26.11万 | 0.03% | 7,735 | -2,675 | -25.7% | -$9.03万 | 减仓 |
| KVUE | KENVUE INC | $25.67万 | 0.03% | 13,435 | 13,435 | — | $25.67万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $25.64万 | 0.03% | 3,086 | 562 | 22.3% | $4.67万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $25.61万 | 0.03% | 2,253 | -422 | -15.8% | -$4.80万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $25.49万 | 0.03% | 2,879 | -32,734 | -91.9% | -$289.81万 | 减仓 |
| DY | DYCOM INDS INC | $25.28万 | 0.03% | 500 | 500 | — | $25.28万 | 新建仓 |
| XPH | SPDR SERIES TRUST | $25.14万 | 0.03% | 3,794 | -709 | -15.7% | -$4.70万 | 减仓 |
| FLTR | VANECK ETF TRUST | $25.12万 | 0.03% | 9,809 | 1,227 | 14.3% | $3.14万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.94万 | 0.03% | 4,328 | -711 | -14.1% | -$4.10万 | 减仓 |
| LQDH | ISHARES U S ETF TR | $24.82万 | 0.03% | 2,665 | 319 | 13.6% | $2.97万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $24.56万 | 0.03% | 9,270 | 9,270 | — | $24.56万 | 新建仓 |