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 |
|---|---|---|---|---|---|---|---|---|
| AEE | AMEREN CORP | $24.50万 | 0.03% | 2,167 | -150 | -6.5% | -$1.70万 | 减仓 |
| MOAT | VANECK ETF TRUST | $24.49万 | 0.03% | 2,356 | -36 | -1.5% | -$3,743 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $24.21万 | 0.03% | 5,180 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $24.16万 | 0.03% | 5,847 | -505 | -8.0% | -$2.09万 | 减仓 |
| SMH | VANECK ETF TRUST | $23.55万 | 0.02% | 359 | 359 | — | $23.55万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $23.18万 | 0.02% | 7,989 | -12,944 | -61.8% | -$37.55万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $23.11万 | 0.02% | 2,927 | -737 | -20.1% | -$5.82万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $23.09万 | 0.02% | 9,817 | -1,196 | -10.9% | -$2.81万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $23.03万 | 0.02% | 10,321 | 10,321 | — | $23.03万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $22.86万 | 0.02% | 4,367 | -356 | -7.5% | -$1.86万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $22.74万 | 0.02% | 2,805 | 2,805 | — | $22.74万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $22.70万 | 0.02% | 1,500 | 199 | 15.3% | $3.01万 | 加仓 |
| VGT | VANGUARD WORLD FD | $22.57万 | 0.02% | 1,888 | -1,240 | -39.6% | -$14.82万 | 减仓 |
| AVT | AVNET INC | $22.05万 | 0.02% | 2,483 | 2,483 | — | $22.05万 | 新建仓 |
| CVNA | CARVANA CO | $21.91万 | 0.02% | 3,328 | -32 | -1.0% | -$2,107 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.84万 | 0.02% | 504 | 504 | — | $21.84万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $21.77万 | 0.02% | 1,866 | 15 | 0.8% | $1,750 | 加仓 |
| IAGG | ISHARES TR | $21.63万 | 0.02% | 4,274 | -4,102 | -49.0% | -$20.76万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $21.58万 | 0.02% | 888 | -64 | -6.7% | -$1.56万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $21.53万 | 0.02% | 9,082 | -1,560 | -14.7% | -$3.70万 | 减仓 |
| IEFA | ISHARES TR | $21.50万 | 0.02% | 2,226 | -806 | -26.6% | -$7.78万 | 减仓 |
| EMHC | SPDR SERIES TRUST | $21.48万 | 0.02% | 8,444 | -166 | -1.9% | -$4,223 | 减仓 |
| MA | MASTERCARD INCORPORATED | $21.47万 | 0.02% | 418 | -33 | -7.3% | -$1.69万 | 重新持有 |
| SRLN | SSGA ACTIVE ETF TR | $21.45万 | 0.02% | 5,323 | -485 | -8.4% | -$1.95万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $21.20万 | 0.02% | 1,248 | -408 | -24.6% | -$6.93万 | 重新持有 |
| FENY | FIDELITY COVINGTON TRUST | $21.14万 | 0.02% | 7,153 | -97 | -1.3% | -$2,867 | 减仓 |
| AFL | AFLAC INC | $20.94万 | 0.02% | 1,786 | 1,786 | — | $20.94万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $20.55万 | 0.02% | 701 | 701 | — | $20.55万 | 新建仓 |
| BLK | BLACKROCK INC | $20.42万 | 0.02% | 212 | 212 | — | $20.42万 | 新建仓 |
| IMCV | ISHARES TR | $20.33万 | 0.02% | 2,225 | 2,225 | — | $20.33万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $20.28万 | 0.02% | 4,456 | -90 | -2.0% | -$4,097 | 减仓 |
| CTAS | CINTAS CORP | $20.22万 | 0.02% | 1,189 | 1,189 | — | $20.22万 | 新建仓 |
| NRG | NRG ENERGY INC | $20.16万 | 0.02% | 1,380 | -38 | -2.7% | -$5,552 | 减仓 |
| CAG | CONAGRA BRANDS INC | $20.08万 | 0.02% | 14,918 | -6,339 | -29.8% | -$8.53万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $17.04万 | 0.02% | 15,795 | 285 | 1.8% | $3,075 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $15.82万 | 0.02% | 18,243 | -6,226 | -25.4% | -$5.40万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $15.29万 | 0.02% | 26,226 | 1,360 | 5.5% | $7,929 | 加仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -4,643 | -100.0% | -$38.34万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -8,526 | -100.0% | -$35.51万 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -6,978 | -100.0% | -$32.76万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -1,494 | -100.0% | -$29.41万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,117 | -100.0% | -$28.57万 | 清仓 |
| GSK | GSK PLC | $0 | 0.00% | 0 | -4,260 | -100.0% | -$23.51万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,679 | -100.0% | -$22.83万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -1,066 | -100.0% | -$22.28万 | 清仓 |
| TOTL | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -5,302 | -100.0% | -$21.06万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -4,226 | -100.0% | -$20.60万 | 清仓 |
| — | AMAZON COM INC 看跌期权 | $0 | 0.00% | 0 | -130 | -100.0% | -$20.57万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -11,379 | -100.0% | -$18.90万 | 清仓 |