13F 机构持仓

Livet Wealth, LLC

SALT LAKE CITY UT · SEC CIK 0002111409

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.73亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BNDX 7.9%
VONG 7.7%
SCHF 7.5%
SCHD 5.3%
AGG 5.3%
SHYG 4.1%
SLYG 3.1%
BSCQ 2.7%
SCHM 2.4%
BSCR 2.1%

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
MNST MONSTER BEVERAGE CORP NEW $23.66万0.14%2,462 -292-10.6% -$2.81万 重新持有
— EXXON MOBIL CORP $23.42万0.14%1,713 1318.3% $1.79万 加仓
IWM ISHARES TR $23.31万0.13%776 776— $23.31万 新建仓
PH PARKER-HANNIFIN CORP $23.18万0.13%237 -2-0.8% -$1,956 减仓
ABBV ABBVIE INC $22.92万0.13%911 -33-3.5% -$8,304 重新持有
TXN TEXAS INSTRS INC $22.86万0.13%767 767— $22.86万 新建仓
GLW CORNING INC $22.30万0.13%873 873— $22.30万 新建仓
WFC WELLS FARGO & CO $21.78万0.13%2,636 -146-5.2% -$1.21万 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $21.69万0.13%13,238 13,238— $21.69万 新建仓
CRM SALESFORCE INC $21.68万0.13%1,384 392.9% $6,110 加仓
SCHA SCHWAB STRATEGIC TR $21.51万0.12%5,952 5,952— $21.51万 新建仓
LOW LOWES COS INC $21.34万0.12%968 60.6% $1,323 加仓
LRCX LAM RESEARCH CORP $21.19万0.12%489 489— $21.19万 新建仓
WSO WATSCO INC $20.54万0.12%493 493— $20.54万 新建仓
SCHK SCHWAB STRATEGIC TR $20.50万0.12%5,685 5,685— $20.50万 新建仓
VRTX VERTEX PHARMACEUTICALS INC $20.47万0.12%412 412— $20.47万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $20.46万0.12%698 -3-0.4% -$880 减仓
AMAT APPLIED MATLS INC $20.32万0.12%281 281— $20.32万 新建仓
AIG AMERICAN INTL GROUP INC $20.29万0.12%2,723 -73-2.6% -$5,441 减仓
CVX CHEVRON CORPORATION $20.21万0.12%1,219 938.3% $1.54万 加仓
SAN BANCO SANTANDER SA $16.94万0.10%12,273 -48-0.4% -$662 减仓
LYG LLOYDS BANKING GROUP PLC $13.65万0.08%23,419 -1,512-6.1% -$8,815 减仓
VCSH VANGUARD SCOTTSDALE FDS $00.00%0 -5,071-100.0% -$40.20万 清仓
UL UNILEVER PLC $00.00%0 -4,883-100.0% -$27.82万 清仓
SONY SONY GROUP CORP $00.00%0 -12,329-100.0% -$25.52万 清仓
EQNR EQUINOR ASA $00.00%0 -6,031-100.0% -$25.45万 清仓
LMAT LEMAITRE VASCULAR INC $00.00%0 -2,077-100.0% -$22.67万 清仓
HSBC HSBC HLDGS PLC $00.00%0 -2,566-100.0% -$21.17万 清仓
AEM AGNICO EAGLE MINES LTD $00.00%0 -1,009-100.0% -$20.48万 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -1,354-100.0% -$20.31万 清仓
AWK AMERICAN WTR WKS CO INC NEW $00.00%0 -1,482-100.0% -$20.17万 清仓