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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $31.90万 | 0.09% | 2,734 | 259 | 10.5% | $3.02万 | 加仓 |
| FDX | FEDEX CORP | $31.47万 | 0.08% | 1,005 | -1 | -0.1% | -$313 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.06万 | 0.08% | 1,069 | 42 | 4.1% | $1.18万 | 加仓 |
| TXN | TEXAS INSTRS INC | $29.90万 | 0.08% | 1,003 | 1,003 | — | $29.90万 | 新建仓 |
| CAT | CATERPILLAR INC | $29.60万 | 0.08% | 278 | -31 | -10.0% | -$3.30万 | 减仓 |
| BAC | BANK OF AMER CORP | $29.28万 | 0.08% | 5,138 | 336 | 7.0% | $1.91万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $29.19万 | 0.08% | 5,166 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $28.62万 | 0.08% | 7,289 | -1,086 | -13.0% | -$4.26万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $28.29万 | 0.08% | 1,191 | 24 | 2.1% | $5,702 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $27.88万 | 0.07% | 6,722 | -2,182 | -24.5% | -$9.05万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $27.75万 | 0.07% | 1,045 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.66万 | 0.07% | 552 | -2 | -0.4% | -$1,002 | 减仓 |
| ROST | ROSS STORES INC | $27.25万 | 0.07% | 1,280 | -15 | -1.2% | -$3,193 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.06万 | 0.07% | 7,705 | -110 | -1.4% | -$3,863 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $26.94万 | 0.07% | 1,002 | 8 | 0.8% | $2,151 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $26.46万 | 0.07% | 11,300 | 1,433 | 14.5% | $3.36万 | 加仓 |
| FTNT | FORTINET INC | $25.47万 | 0.07% | 1,658 | 1,658 | — | $25.47万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $25.40万 | 0.07% | 2,643 | 2,643 | — | $25.40万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $25.21万 | 0.07% | 634 | 7 | 1.1% | $2,784 | 加仓 |
| KO | COCA COLA CO | $25.11万 | 0.07% | 3,089 | 216 | 7.5% | $1.76万 | 加仓 |
| GEV | GE VERNOVA INC | $23.61万 | 0.06% | 201 | 201 | — | $23.61万 | 新建仓 |
| DVY | ISHARES TR | $23.45万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $23.22万 | 0.06% | 1,681 | 1,681 | — | $23.22万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $22.78万 | 0.06% | 8,780 | 1,101 | 14.3% | $2.86万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $22.68万 | 0.06% | 1,335 | -1,288 | -49.1% | -$21.88万 | 重新持有 |
| EDIV | SPDR INDEX SHS FDS | $22.63万 | 0.06% | 5,526 | -285 | -4.9% | -$1.17万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.26万 | 0.06% | 6,521 | -13 | -0.2% | -$444 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $22.08万 | 0.06% | 5,844 | 5,844 | — | $22.08万 | 新建仓 |
| ISMD | NORTHERN LTS FD TR IV | $22.06万 | 0.06% | 4,412 | 4,412 | — | $22.06万 | 新建仓 |
| GDX | VANECK ETF TRUST | $21.99万 | 0.06% | 2,915 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $21.82万 | 0.06% | 900 | -42 | -4.5% | -$1.02万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $21.60万 | 0.06% | 11,446 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $21.12万 | 0.06% | 1,249 | 27 | 2.2% | $4,565 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $21.09万 | 0.06% | 3,624 | -512 | -12.4% | -$2.98万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $20.32万 | 0.05% | 4,575 | -508 | -10.0% | -$2.26万 | 重新持有 |
| — | HORIZON TECHNOLOGY FIN CORP | $8.00万 | 0.02% | 16,908 | 16,908 | — | $8.00万 | 新建仓 |
| 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 |