Livet Wealth, LLC
SALT LAKE CITY UT · SEC CIK 0002111409
$1.57亿2026Q1 申报市值
117持仓数
48.1%前十大占比 · 第一大 8.0%
14 / 11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
VCIT 新建仓+$49.15万
IBDS 新建仓+$45.21万
IBDR 加仓+$43.77万
AZN 新建仓+$32.84万
BNDX 加仓+$31.12万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$134.69万
VUG 减仓-$116.71万
VXUS 清仓-$55.05万
VBK 清仓-$49.03万
SCHZ 减仓-$37.24万
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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $131.28万 | 0.83% | 17,009 | 244 | 1.5% | $1.88万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $134.19万 | 0.85% | 80,260 | 10,642 | 15.3% | $17.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $135.04万 | 0.86% | 3,648 | -124 | -3.3% | -$4.59万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $153.59万 | 0.98% | 8,807 | -144 | -1.6% | -$2.51万 | 减仓 |
| IWB | ISHARES TR | $183.59万 | 1.17% | 5,149 | 5 | 0.1% | $1,783 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $190.67万 | 1.21% | 82,115 | -16,040 | -16.3% | -$37.24万 | 减仓 |
| IBDR | ISHARES TR | $192.91万 | 1.23% | 79,583 | 18,056 | 29.3% | $43.77万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $201.70万 | 1.28% | 108,092 | 6,289 | 6.2% | $11.74万 | 加仓 |
| IAGG | ISHARES TR | $220.75万 | 1.40% | 44,115 | 792 | 1.8% | $3.96万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $222.15万 | 1.41% | 10,225 | -213 | -2.0% | -$4.63万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $234.66万 | 1.49% | 87,202 | 4,793 | 5.8% | $12.90万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $255.20万 | 1.62% | 17,504 | 201 | 1.2% | $2.93万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $257.26万 | 1.64% | 125,966 | 3,944 | 3.2% | $8.05万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $259.64万 | 1.65% | 56,877 | -53 | -0.1% | -$2,419 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $271.69万 | 1.73% | 57,917 | 87 | 0.2% | $4,081 | 加仓 |
| SLYV | SPDR SERIES TRUST | $288.33万 | 1.83% | 30,485 | -314 | -1.0% | -$2.97万 | 减仓 |
| NET | CLOUDFLARE INC | $293.13万 | 1.86% | 14,206 | -275 | -1.9% | -$5.67万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $301.24万 | 1.92% | 103,411 | -4,580 | -4.2% | -$13.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $309.76万 | 1.97% | 15,788 | -6,865 | -30.3% | -$134.69万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $320.51万 | 2.04% | 21,641 | -202 | -0.9% | -$2.99万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $328.87万 | 2.09% | 167,578 | 11,018 | 7.0% | $21.62万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $356.05万 | 2.26% | 115,002 | 1,632 | 1.4% | $5.05万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $450.68万 | 2.87% | 46,644 | -545 | -1.2% | -$5.27万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $455.38万 | 2.89% | 233,171 | -15,790 | -6.3% | -$30.84万 | 减仓 |
| SHYG | ISHARES TR | $660.48万 | 4.20% | 156,105 | 836 | 0.5% | $3.54万 | 加仓 |
| AGG | ISHARES TR | $795.50万 | 5.06% | 80,134 | 2,503 | 3.2% | $24.85万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $910.61万 | 5.79% | 296,810 | 2,382 | 0.8% | $7.31万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,151.41万 | 7.32% | 104,970 | 684 | 0.7% | $7.50万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,191.91万 | 7.58% | 481,581 | -5,567 | -1.1% | -$13.78万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,261.54万 | 8.02% | 262,547 | 6,476 | 2.5% | $31.12万 | 加仓 |