13F 机构持仓

Lifeworks Advisors, LLC

GRAND RAPIDS MI · SEC CIK 0001882132

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.55亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPDW 6.8%
GOVT 3.3%
LQD 2.6%
IAU 2.4%
BNDX 2.3%
MBB 2.3%
VTIP 2.0%
GLD 1.8%
FTEC 1.5%
DELL 1.4%

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
JEPQ J P MORGAN EXCHANGE TRADED F $00.00%0 -42,096-100.0% -$244.66万 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -31,873-100.0% -$182.44万 清仓
COWG PACER FDS TR $00.00%0 -49,430-100.0% -$174.04万 清仓
CGGR CAPITAL GROUP GROWTH ETF $00.00%0 -35,481-100.0% -$157.78万 清仓
RDVI FIRST TR EXCHANGE-TRADED FD $00.00%0 -53,461-100.0% -$140.28万 清仓
SFLR INNOVATOR ETFS TRUST $00.00%0 -37,414-100.0% -$137.91万 清仓
PREF PRINCIPAL EXCHANGE TRADED FD $00.00%0 -70,777-100.0% -$134.97万 清仓
ACIO ETF SER SOLUTIONS $00.00%0 -29,817-100.0% -$130.30万 清仓
OEF ISHARES TR $00.00%0 -2,917-100.0% -$100.05万 清仓
FICO FAIR ISAAC CORP $00.00%0 -578-100.0% -$97.65万 清仓
XLK SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
SPMO INVESCO EXCH TRADED FD TR II $00.00%0 -7,287-100.0% -$86.95万 清仓
SOXX ISHARES TR $00.00%0 -2,368-100.0% -$71.30万 清仓
IDU ISHARES TR $00.00%0 -6,339-100.0% -$68.69万 清仓
HSY HERSHEY CO $00.00%0 -3,753-100.0% -$68.30万 清仓
ANGL VANECK ETF TRUST $00.00%0 -22,665-100.0% -$66.56万 清仓
INTU INTUIT $00.00%0 -903-100.0% -$59.80万 清仓
REGN REGENERON PHARMACEUTICALS $00.00%0 -562-100.0% -$43.36万 清仓
NOW SERVICENOW INC $00.00%0 -2,760-100.0% -$42.28万 清仓
— DBX ETF TR $00.00%0 -9,361-100.0% -$42.10万 清仓
SPHD INVESCO EXCH TRADED FD TR II $00.00%0 -8,678-100.0% -$41.65万 清仓
EXPD EXPEDITORS INTL WASH INC $00.00%0 -2,794-100.0% -$41.64万 清仓
ITA ISHARES TR $00.00%0 -1,727-100.0% -$37.08万 清仓
TLT ISHARES TR $00.00%0 -4,254-100.0% -$37.08万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 -7,112-100.0% -$34.62万 清仓
QMOM EA SERIES TRUST $00.00%0 -4,873-100.0% -$31.82万 清仓
QVAL EA SERIES TRUST $00.00%0 -6,320-100.0% -$30.84万 清仓
STLD STEEL DYNAMICS INC $00.00%0 -1,713-100.0% -$29.02万 清仓
QQQM INVESCO EXCH TRADED FD TR II $00.00%0 —— — 申报中断
— EA SERIES TRUST $00.00%0 -7,340-100.0% -$27.98万 清仓
NLR VANECK ETF TRUST $00.00%0 -2,247-100.0% -$27.91万 清仓
USMV ISHARES TR $00.00%0 -2,760-100.0% -$25.99万 清仓
BKLN INVESCO EXCH TRADED FD TR II $00.00%0 -12,367-100.0% -$25.97万 清仓
MA MASTERCARD INCORPORATED $00.00%0 —— — 申报中断
XLU SELECT SECTOR SPDR TR $00.00%0 -5,884-100.0% -$25.12万 清仓
SPHQ INVESCO EXCHANGE TRADED FD T $00.00%0 -3,254-100.0% -$24.42万 清仓
ADBE ADOBE INC $00.00%0 -681-100.0% -$23.83万 清仓
SCHR SCHWAB STRATEGIC TR $00.00%0 -9,392-100.0% -$23.55万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -3,903-100.0% -$23.14万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -393-100.0% -$22.77万 清仓
GWRE GUIDEWIRE SOFTWARE INC $00.00%0 -1,121-100.0% -$22.53万 清仓
IQV IQVIA HLDGS INC $00.00%0 -997-100.0% -$22.47万 清仓
SCHC SCHWAB STRATEGIC TR $00.00%0 -4,916-100.0% -$22.38万 清仓
PEY INVESCO EXCHANGE TRADED FD T $00.00%0 -10,910-100.0% -$22.24万 清仓
— EA SERIES TRUST $00.00%0 -6,923-100.0% -$21.78万 清仓
XYLD GLOBAL X FDS $00.00%0 -5,348-100.0% -$21.73万 清仓
ANET ARISTA NETWORKS INC $00.00%0 —— — 申报中断
VCIT VANGUARD SCOTTSDALE FDS $00.00%0 -2,567-100.0% -$21.50万 清仓
PFF ISHARES TR $00.00%0 -6,874-100.0% -$21.28万 清仓
TFLO ISHARES TR $00.00%0 -4,123-100.0% -$20.80万 清仓
FLOT ISHARES TR $00.00%0 -4,086-100.0% -$20.78万 清仓
EMN EASTMAN CHEM CO $00.00%0 -3,249-100.0% -$20.74万 清仓
SHOP SHOPIFY INC $00.00%0 -1,258-100.0% -$20.25万 清仓