Lifelong Wealth Advisors, Inc.
Arden Hills MN · SEC CIK 0002051717
$3.76亿2026Q1 申报市值
90持仓数
70.1%前十大占比 · 第一大 18.2%
4 / 4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
DYNF 加仓+$154.51万
JBND 加仓+$100.93万
GSLC 加仓+$95.75万
IVE 加仓+$89.91万
XLG 加仓+$80.03万
2026Q1 卖出最多 按季末市值估算
IAU 减仓-$170.59万
IWP 减仓-$28.63万
GRAL 清仓-$23.93万
IWF 清仓-$21.91万
HONEYWELL INTL I 清仓-$21.52万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | ORACLE CORP 看跌期权 | $0 | 0.00% | 0 | -3,100 | -100.0% | -$141.32万 | 清仓 |
| GRAL | GRAIL INC | $0 | 0.00% | 0 | -2,796 | -100.0% | -$23.93万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -463 | -100.0% | -$21.91万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,103 | -100.0% | -$21.52万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| META | META PLATFORMS INC | $20.83万 | 0.06% | 364 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.59万 | 0.06% | 332 | -320 | -49.1% | -$20.81万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.05万 | 0.06% | 4,393 | 4,393 | — | $22.05万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $22.34万 | 0.06% | 6,188 | -382 | -5.8% | -$1.38万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $25.18万 | 0.07% | 2,453 | 928 | 60.9% | $9.53万 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $25.23万 | 0.07% | 858 | 11 | 1.3% | $3,235 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.29万 | 0.07% | 788 | 187 | 31.1% | $6.00万 | 加仓 |
| AVGO | BROADCOM INC | $25.44万 | 0.07% | 822 | 52 | 6.8% | $1.61万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $25.98万 | 0.07% | 520 | 3 | 0.6% | $1,499 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $26.96万 | 0.07% | 446 | 1 | 0.2% | $604 | 加仓 |
| ICSH | ISHARES TR | $27.00万 | 0.07% | 5,333 | -20 | -0.4% | -$1,012 | 减仓 |
| ICVT | ISHARES TR | $27.40万 | 0.07% | 2,692 | 353 | 15.1% | $3.59万 | 加仓 |
| OTTR | OTTER TAIL CORP | $27.77万 | 0.07% | 3,164 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $29.02万 | 0.08% | 6,378 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $29.03万 | 0.08% | 3,647 | 2 | 0.1% | $159 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.49万 | 0.08% | 2,042 | 91 | 4.7% | $1.31万 | 加仓 |
| IJR | ISHARES TR | $30.11万 | 0.08% | 2,422 | -145 | -5.6% | -$1.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $31.09万 | 0.08% | 1,272 | 14 | 1.1% | $3,422 | 加仓 |
| NULG | NUSHARES ETF TR | $31.91万 | 0.08% | 3,509 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $32.31万 | 0.09% | 3,651 | 3,651 | — | $32.31万 | 新建仓 |
| EVUS | ISHARES TR | $32.47万 | 0.09% | 10,202 | 79 | 0.8% | $2,515 | 加仓 |
| SYSB | ISHARES TR | $33.97万 | 0.09% | 3,817 | 248 | 6.9% | $2.21万 | 加仓 |
| AMZN | AMAZON COM INC | $35.22万 | 0.09% | 1,691 | -49 | -2.8% | -$1.02万 | 减仓 |
| ABBV | ABBVIE INC | $36.80万 | 0.10% | 1,692 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $38.21万 | 0.10% | 1,332 | 42 | 3.3% | $1.20万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.21万 | 0.10% | 1,449 | 770 | 113.4% | $20.84万 | 加仓 |
| EFG | ISHARES TR | $39.82万 | 0.11% | 3,575 | 277 | 8.4% | $3.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $40.35万 | 0.11% | 1,194 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $40.60万 | 0.11% | 18,280 | -818 | -4.3% | -$1.82万 | 减仓 |
| ARKF | ARK ETF TR | $41.20万 | 0.11% | 10,839 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $41.90万 | 0.11% | 4,628 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.22万 | 0.11% | 902 | -4 | -0.4% | -$1,917 | 减仓 |
| CAT | CATERPILLAR INC | $45.01万 | 0.12% | 635 | 1 | 0.2% | $709 | 加仓 |
| GOVT | ISHARES TR | $45.12万 | 0.12% | 19,694 | 2,080 | 11.8% | $4.77万 | 加仓 |
| USXF | ISHARES TR | $45.90万 | 0.12% | 8,316 | -33 | -0.4% | -$1,822 | 减仓 |
| TGT | TARGET CORP | $49.11万 | 0.13% | 4,052 | 21 | 0.5% | $2,545 | 加仓 |
| EMB | ISHARES TR | $49.89万 | 0.13% | 5,311 | 120 | 2.3% | $1.13万 | 加仓 |
| GOOGL | ALPHABET INC | $50.01万 | 0.13% | 1,739 | 11 | 0.6% | $3,163 | 加仓 |
| TSLA | TESLA INC | $56.88万 | 0.15% | 1,530 | 2 | 0.1% | $744 | 加仓 |
| ESGE | ISHARES INC | $57.20万 | 0.15% | 12,579 | 115 | 0.9% | $5,229 | 加仓 |
| MMM | 3M CO | $57.72万 | 0.15% | 3,974 | -1 | -0.0% | -$145 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $59.05万 | 0.16% | 5,893 | 2,848 | 93.5% | $28.54万 | 重新持有 |
| XEL | XCEL ENERGY INC | $59.80万 | 0.16% | 7,528 | -97 | -1.3% | -$7,706 | 减仓 |
| — | EXXON MOBIL CORP | $60.67万 | 0.16% | 3,576 | 52 | 1.5% | $8,823 | 加仓 |
| MUB | ISHARES TR | $62.12万 | 0.17% | 5,852 | 1,463 | 33.3% | $15.53万 | 加仓 |
| LLY | ELI LILLY & CO 看跌期权 | $64.38万 | 0.17% | 700 | 700 | — | $64.38万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $64.97万 | 0.17% | 3,123 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $67.41万 | 0.18% | 13,223 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $73.94万 | 0.20% | 6,101 | -39 | -0.6% | -$4,726 | 减仓 |
| EAGG | ISHARES TR | $80.50万 | 0.21% | 16,929 | -55 | -0.3% | -$2,615 | 减仓 |
| SUSC | ISHARES TR | $87.27万 | 0.23% | 37,716 | 178 | 0.5% | $4,119 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 | $94.02万 | 0.25% | 2,400 | 2,400 | — | $94.02万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $97.04万 | 0.26% | 5,564 | 195 | 3.6% | $3.40万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $97.94万 | 0.26% | 2,500 | 0 | 0.0% | — | 不变 |
| LCTU | BLACKROCK ETF TRUST | $104.39万 | 0.28% | 14,884 | 201 | 1.4% | $1.41万 | 加仓 |
| LLY | ELI LILLY & CO | $107.98万 | 0.29% | 1,174 | 5 | 0.4% | $4,599 | 加仓 |
| IWP | ISHARES TR | $119.11万 | 0.32% | 9,297 | -2,235 | -19.4% | -$28.63万 | 减仓 |
| MSFT | MICROSOFT CORP | $147.75万 | 0.39% | 3,991 | 656 | 19.7% | $24.29万 | 加仓 |
| IAGG | ISHARES TR | $169.65万 | 0.45% | 33,902 | 2,755 | 8.8% | $13.79万 | 加仓 |
| ACWI | ISHARES TR | $170.64万 | 0.45% | 12,332 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $170.86万 | 0.45% | 18,434 | -1,161 | -5.9% | -$10.76万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $182.08万 | 0.48% | 35,062 | 2,541 | 7.8% | $13.20万 | 加仓 |
| AAPL | APPLE INC | $188.83万 | 0.50% | 7,440 | 473 | 6.8% | $12.00万 | 加仓 |
| SHLD | GLOBAL X FDS | $196.04万 | 0.52% | 27,673 | 2,240 | 8.8% | $15.87万 | 加仓 |
| MBB | ISHARES TR | $234.47万 | 0.62% | 24,694 | 1,925 | 8.5% | $18.28万 | 加仓 |
| ESGU | ISHARES TR | $297.64万 | 0.79% | 21,047 | -17 | -0.1% | -$2,404 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $320.85万 | 0.85% | 39,817 | 3,428 | 9.4% | $27.62万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $323.85万 | 0.86% | 70,616 | 4,408 | 6.7% | $20.22万 | 加仓 |
| IUSB | ISHARES TR | $349.60万 | 0.93% | 75,687 | 3,229 | 4.5% | $14.91万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $364.99万 | 0.97% | 32,556 | 3,545 | 12.2% | $39.74万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $368.38万 | 0.98% | 101,707 | 10,451 | 11.5% | $37.85万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $383.00万 | 1.02% | 116,237 | 12,032 | 11.5% | $39.65万 | 加仓 |
| IVV | ISHARES TR | $419.82万 | 1.12% | 6,427 | 628 | 10.8% | $41.02万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $430.15万 | 1.14% | 185,252 | 5,855 | 3.3% | $13.60万 | 加仓 |
| ORCL | ORACLE CORP | $505.71万 | 1.34% | 34,376 | -5 | -0.0% | -$736 | 减仓 |
| QUAL | ISHARES TR | $523.04万 | 1.39% | 27,268 | 1,443 | 5.6% | $27.68万 | 加仓 |
| IEMG | ISHARES INC | $548.13万 | 1.46% | 78,585 | 2,169 | 2.8% | $15.13万 | 加仓 |
| EFV | ISHARES TR | $653.65万 | 1.74% | 87,915 | -1,043 | -1.2% | -$7.75万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $757.17万 | 2.01% | 138,803 | 14,671 | 11.8% | $80.03万 | 加仓 |
| IVW | ISHARES TR | $770.72万 | 2.05% | 68,139 | 5,971 | 9.6% | $67.54万 | 加仓 |
| IAU | ISHARES GOLD TR | $799.69万 | 2.13% | 90,709 | -19,350 | -17.6% | -$170.59万 | 减仓 |
| IYW | ISHARES TR | $925.57万 | 2.46% | 51,018 | -885 | -1.7% | -$16.06万 | 减仓 |
| IVE | ISHARES TR | $934.66万 | 2.48% | 44,265 | 4,258 | 10.6% | $89.91万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $944.25万 | 2.51% | 147,747 | 5,015 | 3.5% | $32.05万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $987.51万 | 2.62% | 169,734 | 26,557 | 18.5% | $154.51万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,480.45万 | 6.59% | 224,536 | -1,864 | -0.8% | -$20.59万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $2,738.60万 | 7.28% | 761,568 | 13,661 | 1.8% | $49.12万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $3,598.77万 | 9.56% | 669,290 | 18,770 | 2.9% | $100.93万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $6,127.29万 | 16.28% | 800,534 | 4,641 | 0.6% | $35.52万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $6,859.98万 | 18.23% | 548,228 | 7,652 | 1.4% | $95.75万 | 加仓 |