Livet Wealth, LLC
SALT LAKE CITY UT · SEC CIK 0002111409
$1.73亿2026Q2 申报市值
122持仓数
48.2%前十大占比 · 第一大 7.9%
12 / 9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
AGG 加仓+$118.09万
BNDX 加仓+$98.98万
SHYG 加仓+$52.52万
BSCT 加仓+$42.69万
BSCS 加仓+$37.86万
2026Q2 卖出最多 按季末市值估算
VCSH 清仓-$40.20万
SCHF 减仓-$28.62万
UL 清仓-$27.82万
SONY 清仓-$25.52万
EQNR 清仓-$25.45万
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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $109.78万 | 0.63% | 11,384 | -55 | -0.5% | -$5,304 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $131.70万 | 0.76% | 17,171 | 162 | 1.0% | $1.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $139.85万 | 0.81% | 3,749 | 101 | 2.8% | $3.77万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $162.82万 | 0.94% | 97,822 | 17,562 | 21.9% | $29.23万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $183.84万 | 1.06% | 9,188 | 381 | 4.3% | $7.62万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $188.38万 | 1.09% | 81,443 | -672 | -0.8% | -$1.55万 | 减仓 |
| IBDR | ISHARES TR | $188.96万 | 1.09% | 77,986 | -1,597 | -2.0% | -$3.87万 | 减仓 |
| IWB | ISHARES TR | $211.01万 | 1.22% | 5,153 | 4 | 0.1% | $1,638 | 加仓 |
| IAGG | ISHARES TR | $229.47万 | 1.32% | 45,349 | 1,234 | 2.8% | $6.24万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $243.48万 | 1.40% | 131,077 | 22,985 | 21.3% | $42.69万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $246.43万 | 1.42% | 10,141 | -84 | -0.8% | -$2.04万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $262.72万 | 1.52% | 89,667 | 2,465 | 2.8% | $7.22万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $267.19万 | 1.54% | 17,317 | -187 | -1.1% | -$2.89万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $279.40万 | 1.61% | 55,447 | -1,430 | -2.5% | -$7.21万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $292.68万 | 1.69% | 56,524 | -1,393 | -2.4% | -$7.21万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $294.39万 | 1.70% | 144,555 | 18,589 | 14.8% | $37.86万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $318.27万 | 1.84% | 29,170 | -1,315 | -4.3% | -$14.35万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $326.73万 | 1.88% | 20,675 | -966 | -4.5% | -$15.27万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $337.85万 | 1.95% | 15,503 | -285 | -1.8% | -$6.21万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $343.78万 | 1.98% | 101,590 | -1,821 | -1.8% | -$6.16万 | 减仓 |
| NET | CLOUDFLARE INC | $347.44万 | 2.00% | 14,165 | -41 | -0.3% | -$1.01万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $364.10万 | 2.10% | 185,622 | 18,044 | 10.8% | $35.39万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $415.91万 | 2.40% | 112,804 | -2,198 | -1.9% | -$8.10万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $464.97万 | 2.68% | 238,141 | 4,970 | 2.1% | $9.70万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $545.00万 | 3.14% | 45,748 | -896 | -1.9% | -$10.67万 | 减仓 |
| SHYG | ISHARES TR | $714.56万 | 4.12% | 168,489 | 12,384 | 7.9% | $52.52万 | 加仓 |
| AGG | ISHARES TR | $911.26万 | 5.26% | 92,065 | 11,931 | 14.9% | $118.09万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $922.21万 | 5.32% | 290,827 | -5,983 | -2.0% | -$18.97万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,305.36万 | 7.53% | 471,249 | -10,332 | -2.1% | -$28.62万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,337.20万 | 7.71% | 104,624 | -346 | -0.3% | -$4.42万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,370.49万 | 7.90% | 282,984 | 20,437 | 7.8% | $98.98万 | 加仓 |