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 |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | $4,089.74万 | 10.93% | 140,725 | 8,403 | 6.4% | $244.21万 | 加仓 |
| IWX | ISHARES TR | $2,628.67万 | 7.03% | 249,969 | 21,414 | 9.4% | $225.19万 | 加仓 |
| — | CAPITOL SER TR | $2,244.46万 | 6.00% | 896,531 | 133,574 | 17.5% | $334.40万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $1,956.11万 | 5.23% | 371,319 | 34,442 | 10.2% | $181.44万 | 加仓 |
| EFV | ISHARES TR | $1,316.37万 | 3.52% | 171,963 | 11,055 | 6.9% | $84.63万 | 加仓 |
| IWS | ISHARES TR | $1,271.96万 | 3.40% | 77,276 | 382 | 0.5% | $6.29万 | 加仓 |
| EFG | ISHARES TR | $1,181.66万 | 3.16% | 94,973 | 663 | 0.7% | $8.25万 | 加仓 |
| AAPL | APPLE INC | $1,145.44万 | 3.06% | 39,585 | 1,059 | 2.7% | $30.64万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,040.83万 | 2.78% | 137,841 | 14,720 | 12.0% | $111.15万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,036.80万 | 2.77% | 206,411 | -1,552 | -0.7% | -$7.80万 | 减仓 |
| IEMG | ISHARES INC | $992.66万 | 2.65% | 119,829 | 8,387 | 7.5% | $69.48万 | 加仓 |
| IJH | ISHARES TR | $850.61万 | 2.27% | 110,312 | 9,493 | 9.4% | $73.20万 | 加仓 |
| SCNM | STERLING CAP FDS | $773.69万 | 2.07% | 307,572 | 16,584 | 5.7% | $41.72万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $738.57万 | 1.97% | 60,828 | 2,922 | 5.0% | $35.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $729.27万 | 1.95% | 36,447 | 600 | 1.7% | $12.01万 | 加仓 |
| TLT | ISHARES TR | $708.81万 | 1.89% | 82,019 | 1,888 | 2.4% | $16.32万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $605.62万 | 1.62% | 362,648 | -6,593 | -1.8% | -$11.01万 | 减仓 |
| SMH | VANECK ETF TRUST | $551.41万 | 1.47% | 8,407 | 8,407 | — | $551.41万 | 新建仓 |
| COWZ | PACER FDS TR | $535.25万 | 1.43% | 86,052 | 8,934 | 11.6% | $55.57万 | 加仓 |
| AMZN | AMAZON COM INC | $490.03万 | 1.31% | 20,560 | -98 | -0.5% | -$2.34万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $485.52万 | 1.30% | 99,359 | -3,882 | -3.8% | -$18.97万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $480.10万 | 1.28% | 85,004 | -2,810 | -3.2% | -$15.87万 | 减仓 |
| IWP | ISHARES TR | $418.18万 | 1.12% | 28,562 | 4,371 | 18.1% | $64.00万 | 加仓 |
| SCEP | STERLING CAP FDS | $398.08万 | 1.06% | 159,232 | -3,861 | -2.4% | -$9.65万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $390.26万 | 1.04% | 45,650 | 4,916 | 12.1% | $42.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $374.26万 | 1.00% | 10,033 | 104 | 1.0% | $3.88万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $366.71万 | 0.98% | 73,130 | -387 | -0.5% | -$1.94万 | 减仓 |
| GOOGL | ALPHABET INC | $363.95万 | 0.97% | 10,184 | 102 | 1.0% | $3.65万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $348.39万 | 0.93% | 170,572 | 7,314 | 4.5% | $14.94万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $340.45万 | 0.91% | 43,079 | 3,895 | 9.9% | $30.78万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $338.04万 | 0.90% | 4,922 | 562 | 12.9% | $38.60万 | 加仓 |
| SCMC | STERLING CAP FDS | $331.27万 | 0.89% | 131,825 | 13,574 | 11.5% | $34.11万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $329.45万 | 0.88% | 65,247 | -116 | -0.2% | -$5,857 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $311.63万 | 0.83% | 25,542 | 912 | 3.7% | $11.13万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $303.07万 | 0.81% | 34,487 | -14,593 | -29.7% | -$128.24万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $264.95万 | 0.71% | 55,849 | -596 | -1.1% | -$2.83万 | 减仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $243.31万 | 0.65% | 78,906 | 78,906 | — | $243.31万 | 新建仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $239.10万 | 0.64% | 68,766 | 68,766 | — | $239.10万 | 新建仓 |
| AVGO | BROADCOM INC | $231.38万 | 0.62% | 6,125 | 1,131 | 22.6% | $42.72万 | 加仓 |
| ONEZ | ELEVATION SERIES TRUST | $212.87万 | 0.57% | 77,154 | 39,574 | 105.3% | $109.19万 | 加仓 |
| TSLA | TESLA INC | $194.27万 | 0.52% | 4,619 | -43 | -0.9% | -$1.81万 | 减仓 |
| DGRS | WISDOMTREE TR | $188.93万 | 0.50% | 31,831 | 3,503 | 12.4% | $20.79万 | 加仓 |
| SMMU | PIMCO ETF TR | $177.03万 | 0.47% | 35,056 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $173.76万 | 0.46% | 37,090 | -493 | -1.3% | -$2.31万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $161.47万 | 0.43% | 4,357 | -8 | -0.2% | -$2,965 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $156.81万 | 0.42% | 34,828 | -467 | -1.3% | -$2.10万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $146.79万 | 0.39% | 42,683 | 42,683 | — | $146.79万 | 新建仓 |
| META | META PLATFORMS INC | $145.33万 | 0.39% | 2,580 | -219 | -7.8% | -$12.34万 | 减仓 |
| GOOG | ALPHABET INC | $144.97万 | 0.39% | 4,103 | -95 | -2.3% | -$3.36万 | 减仓 |
| SLV | ISHARES SILVER TR | $130.82万 | 0.35% | 24,467 | 947 | 4.0% | $5.06万 | 加仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $127.65万 | 0.34% | 32,732 | 32,732 | — | $127.65万 | 新建仓 |
| PMAR | INNOVATOR ETFS TRUST | $120.40万 | 0.32% | 25,205 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ETF TR | $110.09万 | 0.29% | 10,907 | 7,686 | 238.6% | $77.58万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $108.48万 | 0.29% | 36,502 | -2,090 | -5.4% | -$6.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $108.35万 | 0.29% | 2,928 | 212 | 7.8% | $7.84万 | 加仓 |
| APH | AMPHENOL CORP | $107.45万 | 0.29% | 6,094 | 106 | 1.8% | $1.87万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $102.69万 | 0.27% | 20,306 | -763 | -3.6% | -$3.86万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $99.64万 | 0.27% | 21,033 | -14 | -0.1% | -$663 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $94.54万 | 0.25% | 16,029 | 1,625 | 11.3% | $9.58万 | 加仓 |
| LLY | ELI LILLY & CO | $92.12万 | 0.25% | 768 | 9 | 1.2% | $1.08万 | 加仓 |
| CMF | ISHARES TR | $91.11万 | 0.24% | 15,806 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $83.45万 | 0.22% | 17,877 | -399 | -2.2% | -$1.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $81.74万 | 0.22% | 5,574 | -355 | -6.0% | -$5.21万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $74.93万 | 0.20% | 801 | 13 | 1.6% | $1.22万 | 加仓 |
| — | ELEVATION SERIES TRUST | $73.11万 | 0.20% | 16,088 | -5,355 | -25.0% | -$24.33万 | 减仓 |
| TPLC | TIMOTHY PLAN | $71.92万 | 0.19% | 14,284 | 1,721 | 13.7% | $8.67万 | 加仓 |
| GE | GE AEROSPACE | $71.50万 | 0.19% | 1,913 | 36 | 1.9% | $1.35万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $70.90万 | 0.19% | 701 | 12 | 1.7% | $1.21万 | 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 |
| V | VISA INC | $64.09万 | 0.17% | 1,868 | 25 | 1.4% | $8,577 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $61.78万 | 0.17% | 13,571 | -198 | -1.4% | -$9,014 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $60.38万 | 0.16% | 16,147 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $59.14万 | 0.16% | 14,467 | -3,147 | -17.9% | -$12.86万 | 减仓 |
| — | SPDR INDEX SHS FDS | $56.35万 | 0.15% | 7,052 | -277 | -3.8% | -$2.21万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $55.94万 | 0.15% | 17,487 | -691 | -3.8% | -$2.21万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $54.99万 | 0.15% | 1,269 | -67 | -5.0% | -$2.90万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $54.28万 | 0.15% | 1,258 | 1,258 | — | $54.28万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.08万 | 0.14% | 931 | 931 | — | $54.08万 | 新建仓 |
| WMT | WALMART INC | $53.56万 | 0.14% | 4,729 | 410 | 9.5% | $4.64万 | 加仓 |
| AMAT | APPLIED MATLS INC | $53.21万 | 0.14% | 736 | -47 | -6.0% | -$3.40万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $48.80万 | 0.13% | 13,360 | 4,658 | 53.5% | $17.02万 | 加仓 |
| QQQ | INVESCO QQQ TR | $48.60万 | 0.13% | 660 | 142 | 27.4% | $10.46万 | 加仓 |
| IVV | ISHARES TR | $48.55万 | 0.13% | 648 | -831 | -56.2% | -$62.27万 | 减仓 |
| — | ELEVATION SERIES TRUST | $48.41万 | 0.13% | 19,272 | -6,293 | -24.6% | -$15.81万 | 减仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $47.66万 | 0.13% | 34,993 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $47.40万 | 0.13% | 17,889 | -7,481 | -29.5% | -$19.82万 | 减仓 |
| RBC | RBC BEARINGS INC | $45.86万 | 0.12% | 712 | 2 | 0.3% | $1,288 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $44.70万 | 0.12% | 8,101 | 944 | 13.2% | $5.21万 | 加仓 |
| ORCL | ORACLE CORP | $44.20万 | 0.12% | 3,016 | 1,215 | 67.5% | $17.81万 | 加仓 |
| EME | EMCOR GROUP INC | $43.98万 | 0.12% | 530 | 5 | 1.0% | $4,149 | 加仓 |
| ABBV | ABBVIE INC | $43.44万 | 0.12% | 1,726 | 171 | 11.0% | $4.30万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $42.19万 | 0.11% | 828 | 218 | 35.7% | $11.11万 | 加仓 |
| DIS | DISNEY WALT CO | $41.32万 | 0.11% | 4,293 | -514 | -10.7% | -$4.95万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $40.58万 | 0.11% | 790 | 17 | 2.2% | $8,731 | 加仓 |
| TPHD | TIMOTHY PLAN | $38.22万 | 0.10% | 9,040 | 911 | 11.2% | $3.85万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $36.85万 | 0.10% | 4,198 | 20 | 0.5% | $1,755 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $36.49万 | 0.10% | 1,542 | 112 | 7.8% | $2.65万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.77万 | 0.09% | 695 | 78 | 12.6% | $3.90万 | 加仓 |
| HD | HOME DEPOT INC | $34.18万 | 0.09% | 969 | 6 | 0.6% | $2,116 | 加仓 |
| USFR | WISDOMTREE TR | $32.03万 | 0.09% | 6,362 | -1,857 | -22.6% | -$9.35万 | 减仓 |