Lifelong Wealth Advisors, Inc.
Arden Hills MN · SEC CIK 0002051717
$4.26亿2026Q2 申报市值
99持仓数
71.9%前十大占比 · 第一大 19.4%
12 / 4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
SPYM 加仓+$1,229.35万
CORO 新建仓+$667.45万
ACWX 新建仓+$610.85万
BLCR 新建仓+$327.18万
IUSB 加仓+$275.10万
2026Q2 卖出最多 按季末市值估算
XLG 减仓-$810.02万
EFV 减仓-$602.00万
IEMG 减仓-$589.04万
QUAL 减仓-$412.62万
STX 减仓-$188.27万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $8,264.44万 | 19.42% | 940,424 | 139,890 | 17.5% | $1,229.35万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $7,719.20万 | 18.14% | 544,027 | -4,201 | -0.8% | -$59.61万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,740.02万 | 8.79% | 699,070 | 29,780 | 4.4% | $159.32万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $2,989.43万 | 7.02% | 736,675 | -24,893 | -3.3% | -$101.02万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,727.19万 | 6.41% | 218,595 | -5,941 | -2.6% | -$74.12万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,101.21万 | 2.59% | 161,919 | -7,815 | -4.6% | -$53.15万 | 减仓 |
| IYW | ISHARES TR | $1,098.56万 | 2.58% | 43,554 | -7,464 | -14.6% | -$188.26万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,012.18万 | 2.38% | 149,775 | 2,028 | 1.4% | $13.71万 | 加仓 |
| IVW | ISHARES TR | $985.06万 | 2.31% | 71,625 | 3,486 | 5.1% | $47.94万 | 加仓 |
| IVE | ISHARES TR | $952.20万 | 2.24% | 41,936 | -2,329 | -5.3% | -$52.88万 | 减仓 |
| IAU | ISHARES GOLD TR | $761.81万 | 1.79% | 100,889 | 10,180 | 11.2% | $76.87万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $667.45万 | 1.57% | 182,363 | 182,363 | — | $667.45万 | 新建仓 |
| IUSB | ISHARES TR | $624.40万 | 1.47% | 135,297 | 59,610 | 78.8% | $275.10万 | 加仓 |
| ACWX | ISHARES TR | $610.85万 | 1.44% | 80,259 | 80,259 | — | $610.85万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $581.56万 | 1.37% | 110,311 | -5,926 | -5.1% | -$31.24万 | 减仓 |
| ORCL | ORACLE CORP | $504.23万 | 1.18% | 34,407 | 31 | 0.1% | $4,543 | 加仓 |
| IVV | ISHARES TR | $483.48万 | 1.14% | 6,456 | 29 | 0.5% | $2.17万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $456.65万 | 1.07% | 197,429 | 12,177 | 6.6% | $28.17万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $431.20万 | 1.01% | 26,693 | -5,863 | -18.0% | -$94.71万 | 减仓 |
| ESGU | ISHARES TR | $347.65万 | 0.82% | 21,241 | 194 | 0.9% | $3.18万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $327.18万 | 0.77% | 64,955 | 64,955 | — | $327.18万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $309.01万 | 0.73% | 71,680 | -30,027 | -29.5% | -$129.45万 | 减仓 |
| SHLD | GLOBAL X FDS | $302.71万 | 0.71% | 50,697 | 23,024 | 83.2% | $137.48万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $295.11万 | 0.69% | 30,584 | -9,233 | -23.2% | -$89.09万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $265.96万 | 0.62% | 58,350 | -12,266 | -17.4% | -$55.91万 | 减仓 |
| GOVT | ISHARES TR | $252.25万 | 0.59% | 110,733 | 91,039 | 462.3% | $207.39万 | 加仓 |
| MBB | ISHARES TR | $252.19万 | 0.59% | 26,681 | 1,987 | 8.0% | $18.78万 | 加仓 |
| AAPL | APPLE INC | $221.11万 | 0.52% | 7,641 | 201 | 2.7% | $5.82万 | 加仓 |
| ACWI | ISHARES TR | $193.58万 | 0.45% | 12,332 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $185.73万 | 0.44% | 8,464 | -18,804 | -69.0% | -$412.62万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $178.42万 | 0.42% | 63,606 | 63,606 | — | $178.42万 | 新建仓 |
| MSFT | MICROSOFT CORP | $164.30万 | 0.39% | 4,405 | 414 | 10.4% | $15.44万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $145.08万 | 0.34% | 28,848 | 28,848 | — | $145.08万 | 新建仓 |
| LLY | ELI LILLY & CO | $142.61万 | 0.34% | 1,189 | 15 | 1.3% | $1.80万 | 加仓 |
| IWP | ISHARES TR | $124.96万 | 0.29% | 8,535 | -762 | -8.2% | -$11.16万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $115.17万 | 0.27% | 14,367 | -517 | -3.5% | -$4.14万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $111.41万 | 0.26% | 5,568 | 4 | 0.1% | $800 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $110.04万 | 0.26% | 10,987 | 5,094 | 86.4% | $51.02万 | 加仓 |
| EAGG | ISHARES TR | $93.26万 | 0.22% | 19,670 | 2,741 | 16.2% | $13.00万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $88.63万 | 0.21% | 3,103 | -20 | -0.6% | -$5,712 | 减仓 |
| DSI | ISHARES TR | $88.60万 | 0.21% | 6,222 | 121 | 2.0% | $1.72万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $83.96万 | 0.20% | 700 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $82.09万 | 0.19% | 1,975 | 526 | 36.3% | $21.86万 | 加仓 |
| GLDM | WORLD GOLD TR | $73.39万 | 0.17% | 9,241 | -9,193 | -49.9% | -$73.01万 | 减仓 |
| EFV | ISHARES TR | $70.95万 | 0.17% | 9,269 | -78,646 | -89.5% | -$602.00万 | 减仓 |
| SUSC | ISHARES TR | $68.68万 | 0.16% | 29,664 | -8,052 | -21.3% | -$18.64万 | 减仓 |
| GOOGL | ALPHABET INC | $67.94万 | 0.16% | 1,901 | 162 | 9.3% | $5.79万 | 加仓 |
| MMM | 3M CO | $66.52万 | 0.16% | 4,109 | 135 | 3.4% | $2.19万 | 加仓 |
| TSLA | TESLA INC | $66.37万 | 0.16% | 1,578 | 48 | 3.1% | $2.02万 | 加仓 |
| MUB | ISHARES TR | $62.84万 | 0.15% | 5,839 | -13 | -0.2% | -$1,399 | 减仓 |
| USXF | ISHARES TR | $62.53万 | 0.15% | 9,004 | 688 | 8.3% | $4.78万 | 加仓 |
| IEMG | ISHARES INC | $61.96万 | 0.15% | 7,479 | -71,106 | -90.5% | -$589.04万 | 减仓 |
| CAT | CATERPILLAR INC | $61.70万 | 0.14% | 579 | -56 | -8.8% | -$5.97万 | 减仓 |
| ESGE | ISHARES INC | $59.57万 | 0.14% | 10,892 | -1,687 | -13.4% | -$9.23万 | 减仓 |
| XEL | XCEL ENERGY INC | $57.55万 | 0.14% | 7,167 | -361 | -4.8% | -$2.90万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $57.02万 | 0.13% | 1,194 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $54.27万 | 0.13% | 10,368 | -24,694 | -70.4% | -$129.25万 | 减仓 |
| INTC | INTEL CORP | $53.24万 | 0.13% | 3,813 | 3,813 | — | $53.24万 | 新建仓 |
| TGT | TARGET CORP | $53.01万 | 0.12% | 4,059 | 7 | 0.2% | $914 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $52.98万 | 0.12% | 549 | -1,951 | -78.0% | -$188.27万 | 减仓 |
| AMZN | AMAZON COM INC | $50.08万 | 0.12% | 2,101 | 410 | 24.2% | $9.77万 | 加仓 |
| — | EXXON MOBIL CORP | $49.56万 | 0.12% | 3,625 | 49 | 1.4% | $6,699 | 加仓 |
| GOOG | ALPHABET INC | $47.06万 | 0.11% | 1,332 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.44万 | 0.11% | 928 | 26 | 2.9% | $1.30万 | 加仓 |
| IEFA | ISHARES TR | $45.19万 | 0.11% | 4,679 | 51 | 1.1% | $4,926 | 加仓 |
| ABBV | ABBVIE INC | $43.26万 | 0.10% | 1,719 | 27 | 1.6% | $6,794 | 加仓 |
| ARKF | ARK ETF TR | $42.77万 | 0.10% | 10,839 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $41.17万 | 0.10% | 8,072 | -5,151 | -39.0% | -$26.27万 | 减仓 |
| SUSB | ISHARES TR | $40.39万 | 0.09% | 16,162 | 16,162 | — | $40.39万 | 新建仓 |
| EFG | ISHARES TR | $39.99万 | 0.09% | 3,214 | -361 | -10.1% | -$4.49万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $39.87万 | 0.09% | 6,511 | -132,292 | -95.3% | -$810.02万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 | $38.60万 | 0.09% | 400 | -2,000 | -83.3% | -$193.00万 | 减仓 |
| NUBD | NUSHARES ETF TR | $38.60万 | 0.09% | 17,438 | -842 | -4.6% | -$1.86万 | 减仓 |
| EVUS | ISHARES TR | $38.01万 | 0.09% | 10,827 | 625 | 6.1% | $2.19万 | 加仓 |
| SYSB | ISHARES TR | $36.32万 | 0.09% | 4,094 | 277 | 7.3% | $2.46万 | 加仓 |
| IJR | ISHARES TR | $35.82万 | 0.08% | 2,415 | -7 | -0.3% | -$1,038 | 减仓 |
| AOA | ISHARES TR | $35.62万 | 0.08% | 3,650 | -1 | -0.0% | -$98 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $34.11万 | 0.08% | 1,343 | 71 | 5.6% | $1.80万 | 加仓 |
| NULG | NUSHARES ETF TR | $33.78万 | 0.08% | 2,886 | -623 | -17.8% | -$7.29万 | 减仓 |
| AVGO | BROADCOM INC | $33.36万 | 0.08% | 883 | 61 | 7.4% | $2.30万 | 加仓 |
| GLW | CORNING INC | $33.08万 | 0.08% | 1,295 | 1,295 | — | $33.08万 | 新建仓 |
| WFC | WELLS FARGO & CO | $30.28万 | 0.07% | 3,664 | 17 | 0.5% | $1,405 | 加仓 |
| NUDM | NUSHARES ETF TR | $30.22万 | 0.07% | 7,552 | 1,364 | 22.0% | $5.46万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.58万 | 0.07% | 2,017 | -25 | -1.2% | -$3,666 | 减仓 |
| DMXF | ISHARES TR | $29.44万 | 0.07% | 3,480 | 3,480 | — | $29.44万 | 新建仓 |
| NULV | NUSHARES ETF TR | $29.26万 | 0.07% | 5,854 | -524 | -8.2% | -$2.62万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $29.17万 | 0.07% | 788 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $29.13万 | 0.07% | 890 | 32 | 3.7% | $1.05万 | 加仓 |
| OTTR | OTTER TAIL CORP | $28.47万 | 0.07% | 3,164 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $27.12万 | 0.06% | 528 | 8 | 1.5% | $4,109 | 加仓 |
| ICSH | ISHARES TR | $26.97万 | 0.06% | 5,333 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $25.63万 | 0.06% | 503 | 57 | 12.8% | $2.90万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.79万 | 0.06% | 332 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $24.46万 | 0.06% | 821 | 821 | — | $24.46万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $23.77万 | 0.06% | 323 | -6 | -1.8% | -$4,416 | 重新持有 |
| META | META PLATFORMS INC | $22.42万 | 0.05% | 398 | 34 | 9.3% | $1.92万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $22.16万 | 0.05% | 192 | 192 | — | $22.16万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $22.09万 | 0.05% | 2,434 | -19 | -0.8% | -$1,724 | 减仓 |
| VOO | VANGUARD INDEX FDS | $21.63万 | 0.05% | 315 | 315 | — | $21.63万 | 新建仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -33,902 | -100.0% | -$169.65万 | 清仓 |