LifeWealth Investments, LLC
WINTER GARDEN FL · SEC CIK 0002033794
$3.74亿2026Q2 申报市值
136持仓数
47.9%前十大占比 · 第一大 10.9%
15 / 22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
SMH 新建仓+$551.41万
CAPITOL SER TR 加仓+$334.40万
IWY 加仓+$244.21万
SIXD 新建仓+$243.31万
MAYW 新建仓+$239.10万
2026Q2 卖出最多 按季末市值估算
MGV 清仓-$429.23万
AIM ETF PRODUCTS 清仓-$290.73万
OCTW 清仓-$188.58万
AIM ETF PRODUCTS 清仓-$171.29万
AIM ETF PRODUCTS 清仓-$160.91万
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 |
|---|---|---|---|---|---|---|---|---|
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -29,612 | -100.0% | -$429.23万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -86,066 | -100.0% | -$290.73万 | 清仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -49,021 | -100.0% | -$188.58万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -54,226 | -100.0% | -$171.29万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -60,539 | -100.0% | -$160.91万 | 清仓 |
| JULW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -31,350 | -100.0% | -$121.67万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -913 | -100.0% | -$66.45万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,289 | -100.0% | -$55.81万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -5,528 | -100.0% | -$53.15万 | 清仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -13,262 | -100.0% | -$50.54万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -12,780 | -100.0% | -$46.98万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -15,703 | -100.0% | -$44.83万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -10,699 | -100.0% | -$43.48万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -10,412 | -100.0% | -$40.43万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -765 | -100.0% | -$39.99万 | 清仓 |
| JANW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -8,563 | -100.0% | -$31.24万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -6,524 | -100.0% | -$26.81万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -7,373 | -100.0% | -$25.33万 | 清仓 |
| DECW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -7,370 | -100.0% | -$24.62万 | 清仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -6,056 | -100.0% | -$24.41万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -681 | -100.0% | -$21.39万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,924 | -100.0% | -$20.32万 | 清仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $8.00万 | 0.02% | 16,908 | 16,908 | — | $8.00万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.32万 | 0.05% | 4,575 | -508 | -10.0% | -$2.26万 | 重新持有 |
| VGSH | VANGUARD SCOTTSDALE FDS | $21.09万 | 0.06% | 3,624 | -512 | -12.4% | -$2.98万 | 减仓 |
| PSX | PHILLIPS 66 | $21.12万 | 0.06% | 1,249 | 27 | 2.2% | $4,565 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $21.60万 | 0.06% | 11,446 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $21.82万 | 0.06% | 900 | -42 | -4.5% | -$1.02万 | 减仓 |
| GDX | VANECK ETF TRUST | $21.99万 | 0.06% | 2,915 | 0 | 0.0% | — | 不变 |
| ISMD | NORTHERN LTS FD TR IV | $22.06万 | 0.06% | 4,412 | 4,412 | — | $22.06万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $22.08万 | 0.06% | 5,844 | 5,844 | — | $22.08万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.26万 | 0.06% | 6,521 | -13 | -0.2% | -$444 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $22.63万 | 0.06% | 5,526 | -285 | -4.9% | -$1.17万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $22.68万 | 0.06% | 1,335 | -1,288 | -49.1% | -$21.88万 | 重新持有 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $22.78万 | 0.06% | 8,780 | 1,101 | 14.3% | $2.86万 | 加仓 |
| ROKU | ROKU INC | $23.22万 | 0.06% | 1,681 | 1,681 | — | $23.22万 | 新建仓 |
| DVY | ISHARES TR | $23.45万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $23.61万 | 0.06% | 201 | 201 | — | $23.61万 | 新建仓 |
| KO | COCA COLA CO | $25.11万 | 0.07% | 3,089 | 216 | 7.5% | $1.76万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.21万 | 0.07% | 634 | 7 | 1.1% | $2,784 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $25.40万 | 0.07% | 2,643 | 2,643 | — | $25.40万 | 新建仓 |
| FTNT | FORTINET INC | $25.47万 | 0.07% | 1,658 | 1,658 | — | $25.47万 | 新建仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $26.46万 | 0.07% | 11,300 | 1,433 | 14.5% | $3.36万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $26.94万 | 0.07% | 1,002 | 8 | 0.8% | $2,151 | 加仓 |
| — | INNOVATOR ETFS TRUST | $27.06万 | 0.07% | 7,705 | -110 | -1.4% | -$3,863 | 减仓 |
| ROST | ROSS STORES INC | $27.25万 | 0.07% | 1,280 | -15 | -1.2% | -$3,193 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.66万 | 0.07% | 552 | -2 | -0.4% | -$1,002 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $27.75万 | 0.07% | 1,045 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $27.88万 | 0.07% | 6,722 | -2,182 | -24.5% | -$9.05万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $28.29万 | 0.08% | 1,191 | 24 | 2.1% | $5,702 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $28.62万 | 0.08% | 7,289 | -1,086 | -13.0% | -$4.26万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $29.19万 | 0.08% | 5,166 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $29.28万 | 0.08% | 5,138 | 336 | 7.0% | $1.91万 | 加仓 |
| CAT | CATERPILLAR INC | $29.60万 | 0.08% | 278 | -31 | -10.0% | -$3.30万 | 减仓 |
| TXN | TEXAS INSTRS INC | $29.90万 | 0.08% | 1,003 | 1,003 | — | $29.90万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.06万 | 0.08% | 1,069 | 42 | 4.1% | $1.18万 | 加仓 |
| FDX | FEDEX CORP | $31.47万 | 0.08% | 1,005 | -1 | -0.1% | -$313 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $31.90万 | 0.09% | 2,734 | 259 | 10.5% | $3.02万 | 加仓 |
| USFR | WISDOMTREE TR | $32.03万 | 0.09% | 6,362 | -1,857 | -22.6% | -$9.35万 | 减仓 |
| HD | HOME DEPOT INC | $34.18万 | 0.09% | 969 | 6 | 0.6% | $2,116 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.77万 | 0.09% | 695 | 78 | 12.6% | $3.90万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.49万 | 0.10% | 1,542 | 112 | 7.8% | $2.65万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $36.85万 | 0.10% | 4,198 | 20 | 0.5% | $1,755 | 加仓 |
| TPHD | TIMOTHY PLAN | $38.22万 | 0.10% | 9,040 | 911 | 11.2% | $3.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $40.58万 | 0.11% | 790 | 17 | 2.2% | $8,731 | 加仓 |
| DIS | DISNEY WALT CO | $41.32万 | 0.11% | 4,293 | -514 | -10.7% | -$4.95万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $42.19万 | 0.11% | 828 | 218 | 35.7% | $11.11万 | 加仓 |
| ABBV | ABBVIE INC | $43.44万 | 0.12% | 1,726 | 171 | 11.0% | $4.30万 | 加仓 |
| EME | EMCOR GROUP INC | $43.98万 | 0.12% | 530 | 5 | 1.0% | $4,149 | 加仓 |
| ORCL | ORACLE CORP | $44.20万 | 0.12% | 3,016 | 1,215 | 67.5% | $17.81万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $44.70万 | 0.12% | 8,101 | 944 | 13.2% | $5.21万 | 加仓 |
| RBC | RBC BEARINGS INC | $45.86万 | 0.12% | 712 | 2 | 0.3% | $1,288 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $47.40万 | 0.13% | 17,889 | -7,481 | -29.5% | -$19.82万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $47.66万 | 0.13% | 34,993 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $48.41万 | 0.13% | 19,272 | -6,293 | -24.6% | -$15.81万 | 减仓 |
| IVV | ISHARES TR | $48.55万 | 0.13% | 648 | -831 | -56.2% | -$62.27万 | 减仓 |
| QQQ | INVESCO QQQ TR | $48.60万 | 0.13% | 660 | 142 | 27.4% | $10.46万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $48.80万 | 0.13% | 13,360 | 4,658 | 53.5% | $17.02万 | 加仓 |
| AMAT | APPLIED MATLS INC | $53.21万 | 0.14% | 736 | -47 | -6.0% | -$3.40万 | 减仓 |
| WMT | WALMART INC | $53.56万 | 0.14% | 4,729 | 410 | 9.5% | $4.64万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.08万 | 0.14% | 931 | 931 | — | $54.08万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $54.28万 | 0.15% | 1,258 | 1,258 | — | $54.28万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $54.99万 | 0.15% | 1,269 | -67 | -5.0% | -$2.90万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $55.94万 | 0.15% | 17,487 | -691 | -3.8% | -$2.21万 | 减仓 |
| — | SPDR INDEX SHS FDS | $56.35万 | 0.15% | 7,052 | -277 | -3.8% | -$2.21万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $59.14万 | 0.16% | 14,467 | -3,147 | -17.9% | -$12.86万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $60.38万 | 0.16% | 16,147 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $61.78万 | 0.17% | 13,571 | -198 | -1.4% | -$9,014 | 减仓 |
| V | VISA INC | $64.09万 | 0.17% | 1,868 | 25 | 1.4% | $8,577 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $66.74万 | 0.18% | 12,997 | -3,245 | -20.0% | -$16.66万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $70.90万 | 0.19% | 701 | 12 | 1.7% | $1.21万 | 加仓 |
| GE | GE AEROSPACE | $71.50万 | 0.19% | 1,913 | 36 | 1.9% | $1.35万 | 加仓 |
| TPLC | TIMOTHY PLAN | $71.92万 | 0.19% | 14,284 | 1,721 | 13.7% | $8.67万 | 加仓 |
| — | ELEVATION SERIES TRUST | $73.11万 | 0.20% | 16,088 | -5,355 | -25.0% | -$24.33万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $74.93万 | 0.20% | 801 | 13 | 1.6% | $1.22万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $81.74万 | 0.22% | 5,574 | -355 | -6.0% | -$5.21万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $83.45万 | 0.22% | 17,877 | -399 | -2.2% | -$1.86万 | 减仓 |
| CMF | ISHARES TR | $91.11万 | 0.24% | 15,806 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $92.12万 | 0.25% | 768 | 9 | 1.2% | $1.08万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $94.54万 | 0.25% | 16,029 | 1,625 | 11.3% | $9.58万 | 加仓 |