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 |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | $3,292.69万 | 9.83% | 132,322 | 22,795 | 20.8% | $567.23万 | 加仓 |
| IWX | ISHARES TR | $2,118.02万 | 6.32% | 228,555 | 34,785 | 18.0% | $322.35万 | 加仓 |
| — | CAPITOL SER TR | $1,913.88万 | 5.71% | 762,957 | 183,850 | 31.7% | $461.19万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $1,664.51万 | 4.97% | 336,877 | 70,028 | 26.2% | $346.01万 | 加仓 |
| EFV | ISHARES TR | $1,196.35万 | 3.57% | 160,908 | 16,843 | 11.7% | $125.23万 | 加仓 |
| IWS | ISHARES TR | $1,120.65万 | 3.34% | 76,894 | 10,337 | 15.5% | $150.65万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,085.43万 | 3.24% | 123,121 | 10,626 | 9.4% | $93.68万 | 加仓 |
| EFG | ISHARES TR | $1,050.33万 | 3.13% | 94,310 | 11,145 | 13.4% | $124.12万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,038.77万 | 3.10% | 207,963 | 29,760 | 16.7% | $148.65万 | 加仓 |
| AAPL | APPLE INC | $977.76万 | 2.92% | 38,526 | 589 | 1.6% | $14.95万 | 加仓 |
| IEMG | ISHARES INC | $777.31万 | 2.32% | 111,442 | 16,784 | 17.7% | $117.07万 | 加仓 |
| SCNM | STERLING CAP FDS | $723.39万 | 2.16% | 290,988 | 290,988 | — | $723.39万 | 新建仓 |
| TLT | ISHARES TR | $694.65万 | 2.07% | 80,131 | 10,919 | 15.8% | $94.66万 | 加仓 |
| IJH | ISHARES TR | $680.83万 | 2.03% | 100,819 | 18,475 | 22.4% | $124.76万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $631.77万 | 1.89% | 369,241 | 34,085 | 10.2% | $58.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $625.17万 | 1.87% | 35,847 | 1,929 | 5.7% | $33.64万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $580.05万 | 1.73% | 57,906 | 8,613 | 17.5% | $86.28万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $504.44万 | 1.51% | 103,241 | 5,306 | 5.4% | $25.93万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $497.73万 | 1.49% | 87,814 | 7,747 | 9.7% | $43.91万 | 加仓 |
| COWZ | PACER FDS TR | $482.45万 | 1.44% | 77,118 | 14,111 | 22.4% | $88.28万 | 加仓 |
| AMZN | AMAZON COM INC | $430.24万 | 1.28% | 20,658 | 292 | 1.4% | $6.08万 | 加仓 |
| MGV | VANGUARD WORLD FD | $429.23万 | 1.28% | 29,612 | 5,164 | 21.1% | $74.85万 | 加仓 |
| SCEP | STERLING CAP FDS | $384.43万 | 1.15% | 163,093 | 163,093 | — | $384.43万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $375.66万 | 1.12% | 49,080 | -11,084 | -18.4% | -$84.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $367.55万 | 1.10% | 9,929 | -122 | -1.2% | -$4.52万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $344.47万 | 1.03% | 163,258 | 10,216 | 6.7% | $21.56万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $343.62万 | 1.03% | 73,517 | 358 | 0.5% | $1.67万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $314.10万 | 0.94% | 40,734 | 40,734 | — | $314.10万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $310.61万 | 0.93% | 39,184 | 8,314 | 26.9% | $65.90万 | 加仓 |
| IWP | ISHARES TR | $309.94万 | 0.93% | 24,191 | 7,930 | 48.8% | $101.60万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $309.62万 | 0.92% | 65,363 | -2,757 | -4.0% | -$13.06万 | 减仓 |
| SCMC | STERLING CAP FDS | $295.63万 | 0.88% | 118,251 | 118,251 | — | $295.63万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $290.73万 | 0.87% | 86,066 | -28,127 | -24.6% | -$95.01万 | 减仓 |
| GOOGL | ALPHABET INC | $289.92万 | 0.87% | 10,082 | 496 | 5.2% | $14.26万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $260.52万 | 0.78% | 4,360 | 51 | 1.2% | $3.05万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $248.14万 | 0.74% | 56,445 | -103 | -0.2% | -$4,528 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $242.68万 | 0.72% | 24,630 | 5,702 | 30.1% | $56.18万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $188.58万 | 0.56% | 49,021 | -11,233 | -18.6% | -$43.21万 | 减仓 |
| SMMU | PIMCO ETF TR | $176.86万 | 0.53% | 35,056 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $173.30万 | 0.52% | 4,662 | 78 | 1.7% | $2.90万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $171.29万 | 0.51% | 54,226 | -12,327 | -18.5% | -$38.94万 | 减仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $163.68万 | 0.49% | 37,583 | -131 | -0.3% | -$5,705 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $160.91万 | 0.48% | 60,539 | -21,654 | -26.3% | -$57.56万 | 减仓 |
| SLV | ISHARES SILVER TR | $160.27万 | 0.48% | 23,520 | -53,792 | -69.6% | -$366.54万 | 减仓 |
| META | META PLATFORMS INC | $160.14万 | 0.48% | 2,799 | 47 | 1.7% | $2.69万 | 加仓 |
| AVGO | BROADCOM INC | $154.57万 | 0.46% | 4,994 | -224 | -4.3% | -$6.93万 | 减仓 |
| DGRS | WISDOMTREE TR | $150.02万 | 0.45% | 28,328 | 4,618 | 19.5% | $24.46万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $147.92万 | 0.44% | 35,295 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $142.77万 | 0.43% | 4,365 | -1 | -0.0% | -$327 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $121.67万 | 0.36% | 31,350 | -8,339 | -21.0% | -$32.37万 | 减仓 |
| GOOG | ALPHABET INC | $120.42万 | 0.36% | 4,198 | -332 | -7.3% | -$9.52万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $112.46万 | 0.34% | 25,205 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $108.06万 | 0.32% | 38,592 | -708 | -1.8% | -$1.98万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $106.63万 | 0.32% | 21,069 | -1,237 | -5.5% | -$6.26万 | 减仓 |
| IVV | ISHARES TR | $96.60万 | 0.29% | 1,479 | -556 | -27.3% | -$36.31万 | 减仓 |
| ONEZ | ELEVATION SERIES TRUST | $94.09万 | 0.28% | 37,580 | -12,737 | -25.3% | -$31.89万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $93.20万 | 0.28% | 21,047 | -37 | -0.2% | -$1,638 | 减仓 |
| CMF | ISHARES TR | $89.87万 | 0.27% | 15,806 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $87.13万 | 0.26% | 2,716 | -37 | -1.3% | -$1.19万 | 减仓 |
| — | ELEVATION SERIES TRUST | $87.08万 | 0.26% | 21,443 | -7,112 | -24.9% | -$28.88万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $85.78万 | 0.26% | 14,404 | 14,404 | — | $85.78万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $85.64万 | 0.26% | 5,929 | -122 | -2.0% | -$1.76万 | 减仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $79.37万 | 0.24% | 18,276 | -249 | -1.3% | -$1.08万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $78.52万 | 0.23% | 788 | -140 | -15.1% | -$13.95万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $77.81万 | 0.23% | 16,242 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $75.66万 | 0.23% | 5,988 | 486 | 8.8% | $6.14万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $70.04万 | 0.21% | 17,614 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $69.81万 | 0.21% | 759 | 39 | 5.4% | $3.59万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $67.51万 | 0.20% | 25,370 | 25,370 | — | $67.51万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $66.45万 | 0.20% | 913 | 64 | 7.5% | $4.66万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $58.56万 | 0.17% | 13,769 | -437 | -3.1% | -$1.86万 | 减仓 |
| TPLC | TIMOTHY PLAN | $58.34万 | 0.17% | 12,563 | 3,340 | 36.2% | $15.51万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.29万 | 0.17% | 689 | 71 | 11.5% | $6.01万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $58.04万 | 0.17% | 18,178 | -6,985 | -27.8% | -$22.30万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $56.85万 | 0.17% | 16,147 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $56.55万 | 0.17% | 7,329 | -2,494 | -25.4% | -$19.24万 | 减仓 |
| — | ELEVATION SERIES TRUST | $56.12万 | 0.17% | 25,565 | 25,565 | — | $56.12万 | 新建仓 |
| — | EXXON MOBIL CORP | $55.81万 | 0.17% | 3,289 | -10 | -0.3% | -$1,697 | 减仓 |
| V | VISA INC | $55.70万 | 0.17% | 1,843 | 51 | 2.8% | $1.54万 | 加仓 |
| WMT | WALMART INC | $53.68万 | 0.16% | 4,319 | -29 | -0.7% | -$3,604 | 减仓 |
| GE | GE AEROSPACE | $53.27万 | 0.16% | 1,877 | 211 | 12.7% | $5.99万 | 加仓 |
| NFLX | NETFLIX INC. | $53.15万 | 0.16% | 5,528 | 84 | 1.5% | $8,077 | 加仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $50.54万 | 0.15% | 13,262 | -2,788 | -17.4% | -$10.63万 | 减仓 |
| — | ELEVATION SERIES TRUST | $46.98万 | 0.14% | 12,780 | -3,651 | -22.2% | -$13.42万 | 减仓 |
| DIS | DISNEY WALT CO | $46.33万 | 0.14% | 4,807 | -31 | -0.6% | -$2,988 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $44.83万 | 0.13% | 15,703 | -5,603 | -26.3% | -$16.00万 | 减仓 |
| — | ELEVATION SERIES TRUST | $43.48万 | 0.13% | 10,699 | 10,699 | — | $43.48万 | 新建仓 |
| USFR | WISDOMTREE TR | $41.37万 | 0.12% | 8,219 | -11,810 | -59.0% | -$59.45万 | 减仓 |
| — | ELEVATION SERIES TRUST | $40.43万 | 0.12% | 10,412 | -2,824 | -21.3% | -$10.97万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $39.99万 | 0.12% | 765 | 765 | — | $39.99万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $39.62万 | 0.12% | 7,157 | 148 | 2.1% | $8,193 | 加仓 |
| NEE | NEXTERA ENERGY INC | $38.81万 | 0.12% | 4,178 | 43 | 1.0% | $3,994 | 加仓 |
| EME | EMCOR GROUP INC | $38.76万 | 0.12% | 525 | 37 | 7.6% | $2.73万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $38.62万 | 0.12% | 773 | 37 | 5.0% | $1.85万 | 加仓 |
| RBC | RBC BEARINGS INC | $38.56万 | 0.12% | 710 | 710 | — | $38.56万 | 新建仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $38.11万 | 0.11% | 34,993 | 3,250 | 10.2% | $3.54万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $36.85万 | 0.11% | 610 | -974 | -61.5% | -$58.83万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.20万 | 0.11% | 2,475 | 93 | 3.9% | $1.36万 | 加仓 |
| FDX | FEDEX CORP | $35.83万 | 0.11% | 1,006 | 1 | 0.1% | $356 | 加仓 |
| ABBV | ABBVIE INC | $33.82万 | 0.10% | 1,555 | -452 | -22.5% | -$9.83万 | 减仓 |