LifeWealth Investments, LLC
WINTER GARDEN FL · SEC CIK 0002033794
$3.35亿2026Q1 申报市值
141持仓数
46.1%前十大占比 · 第一大 9.8%
15 / 26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
SCNM 新建仓+$723.39万
IWY 加仓+$567.23万
CAPITOL SER TR 加仓+$461.19万
SCEP 新建仓+$384.43万
BUFF 加仓+$346.01万
2026Q1 卖出最多 按季末市值估算
MUB 清仓-$637.22万
SLV 减仓-$366.54万
ELEVATION SERIES 清仓-$160.78万
VGSH 减仓-$136.67万
AIM ETF PRODUCTS 减仓-$95.01万
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 |
|---|---|---|---|---|---|---|---|---|
| MUB | ISHARES TR | $0 | 0.00% | 0 | -59,492 | -100.0% | -$637.22万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -67,077 | -100.0% | -$160.78万 | 清仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -28,802 | -100.0% | -$73.59万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -4,724 | -100.0% | -$67.80万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -8,812 | -100.0% | -$65.27万 | 清仓 |
| DIV | GLOBAL X FDS | $0 | 0.00% | 0 | -30,817 | -100.0% | -$53.37万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -1,083 | -100.0% | -$50.42万 | 清仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | -14,410 | -100.0% | -$39.30万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -3,835 | -100.0% | -$36.52万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -850 | -100.0% | -$35.67万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -471 | -100.0% | -$35.50万 | 清仓 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | -6,625 | -100.0% | -$34.99万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -10,460 | -100.0% | -$30.72万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -1,457 | -100.0% | -$27.84万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -3,233 | -100.0% | -$27.60万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,119 | -100.0% | -$26.12万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,736 | -100.0% | -$25.00万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -5,698 | -100.0% | -$24.36万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,195 | -100.0% | -$23.74万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -4,705 | -100.0% | -$21.92万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -2,620 | -100.0% | -$21.61万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -1,738 | -100.0% | -$21.42万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -9,141 | -100.0% | -$21.05万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -2,147 | -100.0% | -$20.65万 | 清仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,166 | -100.0% | -$20.41万 | 清仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $0 | 0.00% | 0 | -14,625 | -100.0% | -$8.75万 | 清仓 |
| IWD | ISHARES TR | $20.13万 | 0.06% | 942 | -424 | -31.0% | -$9.06万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $20.32万 | 0.06% | 7,924 | -2,123 | -21.1% | -$5.44万 | 减仓 |
| COR | CENCORA INC | $21.39万 | 0.06% | 681 | 65 | 10.6% | $2.04万 | 加仓 |
| KO | COCA COLA CO | $21.85万 | 0.07% | 2,873 | -184 | -6.0% | -$1.40万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.88万 | 0.07% | 6,534 | -654 | -9.1% | -$2.19万 | 减仓 |
| CAT | CATERPILLAR INC | $21.89万 | 0.07% | 309 | -156 | -33.5% | -$11.05万 | 减仓 |
| PSX | PHILLIPS 66 | $22.26万 | 0.07% | 1,222 | 1,222 | — | $22.26万 | 新建仓 |
| DVY | ISHARES TR | $22.71万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $22.91万 | 0.07% | 994 | 994 | — | $22.91万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $22.94万 | 0.07% | 5,811 | -3,451 | -37.3% | -$13.63万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $23.19万 | 0.07% | 9,867 | 9,867 | — | $23.19万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $23.21万 | 0.07% | 7,679 | 7,679 | — | $23.21万 | 新建仓 |
| BAC | BANK AMERICA CORP | $23.41万 | 0.07% | 4,802 | -104 | -2.1% | -$5,070 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $24.21万 | 0.07% | 4,136 | -23,345 | -84.9% | -$136.67万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $24.41万 | 0.07% | 6,056 | -295 | -4.6% | -$1.19万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $24.62万 | 0.07% | 7,370 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $24.66万 | 0.07% | 1,167 | 92 | 8.6% | $1.94万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.89万 | 0.07% | 1,027 | -510 | -33.2% | -$12.36万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $25.33万 | 0.08% | 7,373 | -6,246 | -45.9% | -$21.46万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $26.03万 | 0.08% | 1,045 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $26.08万 | 0.08% | 7,815 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $26.49万 | 0.08% | 1,801 | 30 | 1.7% | $4,413 | 加仓 |
| GDX | VANECK ETF TRUST | $26.75万 | 0.08% | 2,915 | -40 | -1.4% | -$3,671 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $26.75万 | 0.08% | 5,166 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $26.76万 | 0.08% | 783 | 783 | — | $26.76万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $26.81万 | 0.08% | 6,524 | 1,198 | 22.5% | $4.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.21万 | 0.08% | 554 | -17 | -3.0% | -$8,351 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $27.92万 | 0.08% | 11,446 | -150 | -1.3% | -$3,659 | 减仓 |
| ROST | ROSS STORES INC | $28.05万 | 0.08% | 1,295 | 172 | 15.3% | $3.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $28.55万 | 0.09% | 1,336 | 81 | 6.5% | $1.73万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $28.90万 | 0.09% | 627 | 186 | 42.2% | $8.57万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $29.39万 | 0.09% | 8,702 | -187 | -2.1% | -$6,315 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.56万 | 0.09% | 617 | -85 | -12.1% | -$4.07万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $29.77万 | 0.09% | 8,375 | -7,271 | -46.5% | -$25.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $29.90万 | 0.09% | 518 | -171 | -24.8% | -$9.87万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.75万 | 0.09% | 1,430 | 0 | 0.0% | — | 不变 |
| JANW | AIM ETF PRODUCTS TRUST | $31.24万 | 0.09% | 8,563 | -16 | -0.2% | -$584 | 减仓 |
| HD | HOME DEPOT INC | $31.67万 | 0.09% | 963 | -677 | -41.3% | -$22.27万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $32.38万 | 0.10% | 8,904 | -2,073 | -18.9% | -$7.54万 | 减仓 |
| BILZ | PIMCO ETF TR | $32.52万 | 0.10% | 3,221 | -4,725 | -59.5% | -$47.71万 | 减仓 |
| TPHD | TIMOTHY PLAN | $33.62万 | 0.10% | 8,129 | 569 | 7.5% | $2.35万 | 加仓 |
| ABBV | ABBVIE INC | $33.82万 | 0.10% | 1,555 | -452 | -22.5% | -$9.83万 | 减仓 |
| FDX | FEDEX CORP | $35.83万 | 0.11% | 1,006 | 1 | 0.1% | $356 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.20万 | 0.11% | 2,475 | 93 | 3.9% | $1.36万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $36.85万 | 0.11% | 610 | -974 | -61.5% | -$58.83万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $38.11万 | 0.11% | 34,993 | 3,250 | 10.2% | $3.54万 | 加仓 |
| RBC | RBC BEARINGS INC | $38.56万 | 0.12% | 710 | 710 | — | $38.56万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $38.62万 | 0.12% | 773 | 37 | 5.0% | $1.85万 | 加仓 |
| EME | EMCOR GROUP INC | $38.76万 | 0.12% | 525 | 37 | 7.6% | $2.73万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $38.81万 | 0.12% | 4,178 | 43 | 1.0% | $3,994 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $39.62万 | 0.12% | 7,157 | 148 | 2.1% | $8,193 | 加仓 |
| ULTA | ULTA BEAUTY INC | $39.99万 | 0.12% | 765 | 765 | — | $39.99万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $40.43万 | 0.12% | 10,412 | -2,824 | -21.3% | -$10.97万 | 减仓 |
| USFR | WISDOMTREE TR | $41.37万 | 0.12% | 8,219 | -11,810 | -59.0% | -$59.45万 | 减仓 |
| — | ELEVATION SERIES TRUST | $43.48万 | 0.13% | 10,699 | 10,699 | — | $43.48万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $44.83万 | 0.13% | 15,703 | -5,603 | -26.3% | -$16.00万 | 减仓 |
| DIS | DISNEY WALT CO | $46.33万 | 0.14% | 4,807 | -31 | -0.6% | -$2,988 | 减仓 |
| — | ELEVATION SERIES TRUST | $46.98万 | 0.14% | 12,780 | -3,651 | -22.2% | -$13.42万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $50.54万 | 0.15% | 13,262 | -2,788 | -17.4% | -$10.63万 | 减仓 |
| NFLX | NETFLIX INC. | $53.15万 | 0.16% | 5,528 | 84 | 1.5% | $8,077 | 加仓 |
| GE | GE AEROSPACE | $53.27万 | 0.16% | 1,877 | 211 | 12.7% | $5.99万 | 加仓 |
| WMT | WALMART INC | $53.68万 | 0.16% | 4,319 | -29 | -0.7% | -$3,604 | 减仓 |
| V | VISA INC | $55.70万 | 0.17% | 1,843 | 51 | 2.8% | $1.54万 | 加仓 |
| — | EXXON MOBIL CORP | $55.81万 | 0.17% | 3,289 | -10 | -0.3% | -$1,697 | 减仓 |
| — | ELEVATION SERIES TRUST | $56.12万 | 0.17% | 25,565 | 25,565 | — | $56.12万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $56.55万 | 0.17% | 7,329 | -2,494 | -25.4% | -$19.24万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.85万 | 0.17% | 16,147 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $58.04万 | 0.17% | 18,178 | -6,985 | -27.8% | -$22.30万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.29万 | 0.17% | 689 | 71 | 11.5% | $6.01万 | 加仓 |
| TPLC | TIMOTHY PLAN | $58.34万 | 0.17% | 12,563 | 3,340 | 36.2% | $15.51万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $58.56万 | 0.17% | 13,769 | -437 | -3.1% | -$1.86万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $66.45万 | 0.20% | 913 | 64 | 7.5% | $4.66万 | 加仓 |