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 |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | $6,297.56万 | 6.59% | 1,249,765 | 86,028 | 7.4% | $433.49万 | 加仓 |
| GOVT | ISHARES TR | $2,698.17万 | 2.83% | 1,184,445 | 46,027 | 4.0% | $104.85万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,641.31万 | 2.77% | 61,218 | -5,697 | -8.5% | -$245.80万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2,568.92万 | 2.69% | 26,621 | -1,116 | -4.0% | -$107.69万 | 减仓 |
| LQD | ISHARES TR | $2,131.81万 | 2.23% | 195,454 | 8,472 | 4.5% | $92.40万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,958.47万 | 2.05% | 404,393 | 34,166 | 9.2% | $165.47万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,863.49万 | 1.95% | 370,992 | 62,055 | 20.1% | $311.70万 | 加仓 |
| MBB | ISHARES TR | $1,825.37万 | 1.91% | 193,120 | 6,724 | 3.6% | $63.56万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,753.04万 | 1.84% | 232,160 | 23,653 | 11.3% | $178.60万 | 加仓 |
| GLW | CORNING INC | $1,661.62万 | 1.74% | 65,052 | 6,654 | 11.4% | $169.96万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,613.57万 | 1.69% | 56,502 | -346 | -0.6% | -$9.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,281.65万 | 1.34% | 34,359 | 10,696 | 45.2% | $398.98万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,241.52万 | 1.30% | 275,220 | -36,150 | -11.6% | -$163.07万 | 减仓 |
| JBL | JABIL INC | $1,232.38万 | 1.29% | 31,970 | -426 | -1.3% | -$16.42万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,231.42万 | 1.29% | 16,490 | 5,697 | 52.8% | $425.43万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,225.33万 | 1.28% | 104,649 | 68,342 | 188.2% | $800.22万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,178.67万 | 1.23% | 93,293 | 19,031 | 25.6% | $240.44万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $1,140.84万 | 1.19% | 114,531 | 2,231 | 2.0% | $22.22万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,136.00万 | 1.19% | 15,426 | 13,844 | 875.1% | $1,019.50万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,117.53万 | 1.17% | 155,321 | 17,525 | 12.7% | $126.09万 | 加仓 |
| CSCO | CISCO SYS INC | $1,111.09万 | 1.16% | 94,593 | -1,609 | -1.7% | -$18.90万 | 减仓 |
| AAPL | APPLE INC | $1,110.53万 | 1.16% | 38,379 | 1,736 | 4.7% | $50.23万 | 加仓 |
| ABBV | ABBVIE INC | $1,100.94万 | 1.15% | 43,751 | 4,054 | 10.2% | $102.01万 | 加仓 |
| CAT | CATERPILLAR INC | $1,096.52万 | 1.15% | 10,297 | 794 | 8.4% | $84.55万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,058.62万 | 1.11% | 41,683 | 4,788 | 13.0% | $121.60万 | 加仓 |
| EEM | ISHARES TR | $961.67万 | 1.01% | 140,575 | 88,772 | 171.4% | $607.29万 | 加仓 |
| EBAY | EBAY INC. | $948.80万 | 0.99% | 84,904 | 7,909 | 10.3% | $88.38万 | 加仓 |
| MRK | MERCK & CO INC | $946.00万 | 0.99% | 73,618 | 6,126 | 9.1% | $78.72万 | 加仓 |
| FFIV | F5 INC | $894.95万 | 0.94% | 21,515 | 1,836 | 9.3% | $76.37万 | 加仓 |
| SO | SOUTHERN CO | $888.27万 | 0.93% | 92,809 | 10,490 | 12.7% | $100.40万 | 加仓 |
| PCAR | PACCAR INC | $887.67万 | 0.93% | 73,898 | 4,616 | 6.7% | $55.45万 | 加仓 |
| CMI | CUMMINS INC | $872.25万 | 0.91% | 12,230 | 471 | 4.0% | $33.59万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $833.04万 | 0.87% | 23,796 | 2,120 | 9.8% | $74.22万 | 加仓 |
| IVV | ISHARES TR | $828.60万 | 0.87% | 11,064 | 2,213 | 25.0% | $165.73万 | 加仓 |
| PFE | PFIZER INC | $813.53万 | 0.85% | 337,845 | 60,303 | 21.7% | $145.21万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $801.89万 | 0.84% | 240,879 | 36,267 | 17.7% | $120.73万 | 加仓 |
| RTX | RTX CORPORATION | $789.81万 | 0.83% | 41,628 | 14,039 | 50.9% | $266.36万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $768.70万 | 0.80% | 27,336 | 1,474 | 5.7% | $41.45万 | 加仓 |
| LIN | LINDE PLC | $766.52万 | 0.80% | 14,771 | 2,370 | 19.1% | $122.99万 | 加仓 |
| QCOM | QUALCOMM INC | $751.58万 | 0.79% | 40,672 | -9,347 | -18.7% | -$172.72万 | 减仓 |
| DE | DEERE & CO | $751.33万 | 0.79% | 11,844 | 1,176 | 11.0% | $74.60万 | 加仓 |
| NTAP | NETAPP INC | $741.10万 | 0.78% | 47,887 | -2,798 | -5.5% | -$43.30万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $739.34万 | 0.77% | 95,707 | 2,311 | 2.5% | $17.85万 | 加仓 |
| L | LOEWS CORP | $736.16万 | 0.77% | 65,026 | 20,160 | 44.9% | $228.23万 | 加仓 |
| KR | KROGER CO | $722.59万 | 0.76% | 130,126 | 47,755 | 58.0% | $265.18万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $710.40万 | 0.74% | 53,607 | 5,841 | 12.2% | $77.40万 | 加仓 |
| CLX | CLOROX CO DEL | $694.77万 | 0.73% | 72,797 | 11,582 | 18.9% | $110.54万 | 加仓 |
| GRMN | GARMIN LTD | $673.76万 | 0.71% | 28,364 | 2,820 | 11.0% | $66.99万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $661.45万 | 0.69% | 297,013 | 23,334 | 8.5% | $51.96万 | 加仓 |
| WAB | WABTEC | $638.83万 | 0.67% | 23,696 | 1,455 | 6.5% | $39.23万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $637.10万 | 0.67% | 165,095 | -1,052 | -0.6% | -$4.06万 | 减仓 |
| ORCL | ORACLE CORP | $629.31万 | 0.66% | 42,942 | -9,260 | -17.7% | -$135.70万 | 减仓 |
| V | VISA INC | $616.21万 | 0.65% | 17,961 | 3,610 | 25.2% | $123.85万 | 加仓 |
| EVRG | EVERGY INC | $600.14万 | 0.63% | 69,437 | 11,226 | 19.3% | $97.03万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $585.19万 | 0.61% | 27,463 | 1,573 | 6.1% | $33.52万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $583.87万 | 0.61% | 21,587 | 1,580 | 7.9% | $42.73万 | 加仓 |
| GEN | GEN DIGITAL INC | $562.78万 | 0.59% | 226,105 | -8,228 | -3.5% | -$20.48万 | 减仓 |
| MUB | ISHARES TR | $530.44万 | 0.56% | 49,288 | -1,337 | -2.6% | -$14.39万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $528.89万 | 0.55% | 26,433 | 4,281 | 19.3% | $85.66万 | 加仓 |
| AMZN | AMAZON COM INC | $524.60万 | 0.55% | 22,011 | 1,210 | 5.8% | $28.84万 | 加仓 |
| AMCR | AMCOR PLC | $521.82万 | 0.55% | 120,374 | 23,579 | 24.4% | $102.22万 | 加仓 |
| HPQ | HP INC | $513.94万 | 0.54% | 234,248 | -13,759 | -5.5% | -$30.19万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $500.96万 | 0.52% | 57,006 | -2,380 | -4.0% | -$20.92万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $483.93万 | 0.51% | 189,626 | -15,246 | -7.4% | -$38.91万 | 减仓 |
| TJX | TJX COS INC NEW | $482.75万 | 0.51% | 31,865 | 8,183 | 34.6% | $123.97万 | 加仓 |
| MDT | MEDTRONIC PLC | $438.06万 | 0.46% | 55,996 | 5,443 | 10.8% | $42.58万 | 加仓 |
| GLD | SPDR GOLD TR | $420.23万 | 0.44% | 11,408 | -21,428 | -65.3% | -$789.33万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $416.51万 | 0.44% | 18,598 | 1,040 | 5.9% | $23.29万 | 加仓 |
| VRSN | VERISIGN INC | $414.55万 | 0.43% | 16,479 | 5,362 | 48.2% | $134.89万 | 加仓 |
| VV | VANGUARD INDEX FDS | $403.71万 | 0.42% | 11,739 | 2,722 | 30.2% | $93.61万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $396.23万 | 0.41% | 43,666 | 3,208 | 7.9% | $29.11万 | 加仓 |
| PNR | PENTAIR PLC | $385.06万 | 0.40% | 50,229 | 4,162 | 9.0% | $31.91万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $381.75万 | 0.40% | 53,317 | 1,920 | 3.7% | $13.75万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $366.70万 | 0.38% | 69,794 | 2,317 | 3.4% | $12.17万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $357.99万 | 0.37% | 225,436 | 21,684 | 10.6% | $34.43万 | 加仓 |
| GOOGL | ALPHABET INC | $350.69万 | 0.37% | 9,813 | 863 | 9.6% | $30.84万 | 加仓 |
| IWM | ISHARES TR | $345.81万 | 0.36% | 11,510 | -1,896 | -14.1% | -$56.96万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $341.43万 | 0.36% | 2,958 | 108 | 3.8% | $12.47万 | 加仓 |
| AMAT | APPLIED MATLS INC | $320.00万 | 0.34% | 4,426 | -560 | -11.2% | -$40.49万 | 减仓 |
| IEF | ISHARES TR | $281.68万 | 0.29% | 29,786 | 3,691 | 14.1% | $34.91万 | 加仓 |
| HON | HONEYWELL INTL INC | $278.90万 | 0.29% | 12,457 | -9,674 | -43.7% | -$216.59万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $275.52万 | 0.29% | 12,463 | 12,463 | — | $275.52万 | 新建仓 |
| FDIS | FIDELITY COVINGTON TRUST | $259.25万 | 0.27% | 25,209 | 943 | 3.9% | $9.70万 | 加仓 |
| EWJ | ISHARES INC | $258.21万 | 0.27% | 27,685 | -3,682 | -11.7% | -$34.34万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $256.57万 | 0.27% | 3,736 | 586 | 18.6% | $40.24万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $243.05万 | 0.25% | 41,605 | 938 | 2.3% | $5.48万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $238.47万 | 0.25% | 98,785 | -8,509 | -7.9% | -$20.54万 | 减仓 |
| AVGO | BROADCOM INC | $235.69万 | 0.25% | 6,239 | 2,262 | 56.9% | $85.45万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $230.60万 | 0.24% | 30,120 | 1,097 | 3.8% | $8.40万 | 加仓 |
| GEV | GE VERNOVA INC | $229.27万 | 0.24% | 1,951 | 343 | 21.3% | $40.31万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $228.66万 | 0.24% | 39,081 | 517 | 1.3% | $3.02万 | 加仓 |
| LLY | ELI LILLY & CO | $228.27万 | 0.24% | 1,903 | 6 | 0.3% | $7,197 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $227.81万 | 0.24% | 79,653 | -258,326 | -76.4% | -$738.81万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $223.91万 | 0.23% | 3,854 | 408 | 11.8% | $23.70万 | 加仓 |
| TSLA | TESLA INC | $219.77万 | 0.23% | 5,225 | 278 | 5.6% | $11.69万 | 加仓 |
| WMT | WALMART INC | $215.86万 | 0.23% | 19,059 | 1,426 | 8.1% | $16.15万 | 加仓 |
| KLAC | KLA CORP | $209.84万 | 0.22% | 6,955 | -595 | -7.9% | -$17.95万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $195.52万 | 0.20% | 28,748 | 5,342 | 22.8% | $36.33万 | 加仓 |
| — | EXXON MOBIL CORP | $192.47万 | 0.20% | 14,078 | 2,882 | 25.7% | $39.40万 | 加仓 |
| CTVA | CORTEVA INC | $190.32万 | 0.20% | 22,472 | 4,454 | 24.7% | $37.72万 | 加仓 |