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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $1,370.49万 | 7.90% | 282,984 | 20,437 | 7.8% | $98.98万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,337.20万 | 7.71% | 104,624 | -346 | -0.3% | -$4.42万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,305.36万 | 7.53% | 471,249 | -10,332 | -2.1% | -$28.62万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $922.21万 | 5.32% | 290,827 | -5,983 | -2.0% | -$18.97万 | 减仓 |
| AGG | ISHARES TR | $911.26万 | 5.26% | 92,065 | 11,931 | 14.9% | $118.09万 | 加仓 |
| SHYG | ISHARES TR | $714.56万 | 4.12% | 168,489 | 12,384 | 7.9% | $52.52万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $545.00万 | 3.14% | 45,748 | -896 | -1.9% | -$10.67万 | 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 |
| SCHM | SCHWAB STRATEGIC TR | $415.91万 | 2.40% | 112,804 | -2,198 | -1.9% | -$8.10万 | 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 |
| NET | CLOUDFLARE INC | $347.44万 | 2.00% | 14,165 | -41 | -0.3% | -$1.01万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $343.78万 | 1.98% | 101,590 | -1,821 | -1.8% | -$6.16万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $337.85万 | 1.95% | 15,503 | -285 | -1.8% | -$6.21万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $326.73万 | 1.88% | 20,675 | -966 | -4.5% | -$15.27万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $318.27万 | 1.84% | 29,170 | -1,315 | -4.3% | -$14.35万 | 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 |
| SPEM | SPDR INDEX SHS FDS | $292.68万 | 1.69% | 56,524 | -1,393 | -2.4% | -$7.21万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $279.40万 | 1.61% | 55,447 | -1,430 | -2.5% | -$7.21万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $267.19万 | 1.54% | 17,317 | -187 | -1.1% | -$2.89万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $262.72万 | 1.52% | 89,667 | 2,465 | 2.8% | $7.22万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $246.43万 | 1.42% | 10,141 | -84 | -0.8% | -$2.04万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $243.48万 | 1.40% | 131,077 | 22,985 | 21.3% | $42.69万 | 加仓 |
| IAGG | ISHARES TR | $229.47万 | 1.32% | 45,349 | 1,234 | 2.8% | $6.24万 | 加仓 |
| IWB | ISHARES TR | $211.01万 | 1.22% | 5,153 | 4 | 0.1% | $1,638 | 加仓 |
| IBDR | ISHARES TR | $188.96万 | 1.09% | 77,986 | -1,597 | -2.0% | -$3.87万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $188.38万 | 1.09% | 81,443 | -672 | -0.8% | -$1.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $183.84万 | 1.06% | 9,188 | 381 | 4.3% | $7.62万 | 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 |
| MSFT | MICROSOFT CORP | $139.85万 | 0.81% | 3,749 | 101 | 2.8% | $3.77万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $131.70万 | 0.76% | 17,171 | 162 | 1.0% | $1.24万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $109.78万 | 0.63% | 11,384 | -55 | -0.5% | -$5,304 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $104.51万 | 0.60% | 1,399 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $100.43万 | 0.58% | 8,582 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $99.77万 | 0.58% | 43,464 | 13,417 | 44.7% | $30.80万 | 加仓 |
| GOOG | ALPHABET INC | $96.67万 | 0.56% | 2,736 | -26 | -0.9% | -$9,187 | 减仓 |
| AMZN | AMAZON COM INC | $92.50万 | 0.53% | 3,881 | 293 | 8.2% | $6.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $86.36万 | 0.50% | 10,026 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $85.55万 | 0.49% | 5,768 | -490 | -7.8% | -$7.27万 | 减仓 |
| BGRN | ISHARES TR | $83.65万 | 0.48% | 17,621 | 987 | 5.9% | $4.69万 | 加仓 |
| IWF | ISHARES TR | $79.52万 | 0.46% | 6,404 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $78.35万 | 0.45% | 2,074 | 205 | 11.0% | $7.74万 | 加仓 |
| VO | VANGUARD INDEX FDS | $74.97万 | 0.43% | 9,305 | -87 | -0.9% | -$7,009 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $68.35万 | 0.39% | 972 | -169 | -14.8% | -$11.88万 | 减仓 |
| JNK | SPDR SERIES TRUST | $65.87万 | 0.38% | 6,835 | 175 | 2.6% | $1.69万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $65.42万 | 0.38% | 7,812 | 15 | 0.2% | $1,256 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $64.91万 | 0.37% | 18,646 | 43 | 0.2% | $1,497 | 加仓 |
| GOOGL | ALPHABET INC | $64.68万 | 0.37% | 1,810 | -25 | -1.4% | -$8,934 | 减仓 |
| TSLA | TESLA INC | $64.60万 | 0.37% | 1,536 | 71 | 4.8% | $2.99万 | 加仓 |
| ADBE | ADOBE INC | $63.90万 | 0.37% | 3,117 | -5 | -0.2% | -$1,025 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $62.64万 | 0.36% | 13,018 | -119 | -0.9% | -$5,726 | 减仓 |
| V | VISA INC | $62.13万 | 0.36% | 1,811 | 10 | 0.6% | $3,431 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $60.00万 | 0.35% | 3,911 | 7 | 0.2% | $1,074 | 加仓 |
| VTI | VANGUARD INDEX FDS | $59.45万 | 0.34% | 1,607 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $59.32万 | 0.34% | 2,050 | 18 | 0.9% | $5,208 | 加仓 |
| IBHF | ISHARES TR | $56.93万 | 0.33% | 25,135 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $56.41万 | 0.33% | 6,809 | -71 | -1.0% | -$5,882 | 减仓 |
| IYW | ISHARES TR | $55.32万 | 0.32% | 2,193 | -61 | -2.7% | -$1.54万 | 减仓 |
| META | META PLATFORMS INC | $55.32万 | 0.32% | 982 | -108 | -9.9% | -$6.08万 | 减仓 |
| EAGG | ISHARES TR | $52.75万 | 0.30% | 11,127 | -310 | -2.7% | -$1.47万 | 减仓 |
| ASML | ASML HLDG NV | $51.92万 | 0.30% | 261 | 27 | 11.5% | $5.37万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $51.91万 | 0.30% | 14,315 | 13 | 0.1% | $471 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $49.09万 | 0.28% | 5,939 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $46.54万 | 0.27% | 388 | -2 | -0.5% | -$2,399 | 减仓 |
| IWO | ISHARES TR | $46.09万 | 0.27% | 1,170 | -140 | -10.7% | -$5.52万 | 减仓 |
| ORCL | ORACLE CORP | $43.89万 | 0.25% | 2,995 | -107 | -3.4% | -$1.57万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $43.60万 | 0.25% | 7,305 | 167 | 2.3% | $9,968 | 加仓 |
| BA | BOEING CO | $43.08万 | 0.25% | 1,990 | -29 | -1.4% | -$6,278 | 减仓 |
| GE | GE AEROSPACE | $41.37万 | 0.24% | 1,107 | 285 | 34.7% | $10.65万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $40.78万 | 0.24% | 5,234 | -600 | -10.3% | -$4.67万 | 减仓 |
| IBDS | ISHARES TR | $40.06万 | 0.23% | 16,541 | -2,108 | -11.3% | -$5.11万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $38.34万 | 0.22% | 3,283 | -52 | -1.6% | -$6,072 | 减仓 |
| IWP | ISHARES TR | $38.07万 | 0.22% | 2,600 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $36.98万 | 0.21% | 3,239 | -50 | -1.5% | -$5,709 | 减仓 |
| EFA | ISHARES TR | $35.21万 | 0.20% | 3,389 | 306 | 9.9% | $3.18万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.22万 | 0.20% | 4,803 | 16 | 0.3% | $1,140 | 加仓 |
| NUSC | NUSHARES ETF TR | $34.01万 | 0.20% | 6,525 | -551 | -7.8% | -$2.87万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $33.28万 | 0.19% | 1,684 | 1 | 0.1% | $198 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $32.97万 | 0.19% | 7,787 | -932 | -10.7% | -$3.95万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $32.12万 | 0.19% | 16,148 | -2,149 | -11.7% | -$4.27万 | 减仓 |
| GLDM | WORLD GOLD TR | $32.09万 | 0.19% | 4,040 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $31.10万 | 0.18% | 1,640 | -25 | -1.5% | -$4,741 | 减仓 |
| IEFA | ISHARES TR | $31.08万 | 0.18% | 3,218 | 138 | 4.5% | $1.33万 | 加仓 |
| — | NUSHARES ETF TR | $31.06万 | 0.18% | 14,491 | -1,263 | -8.0% | -$2.71万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $30.71万 | 0.18% | 598 | -3 | -0.5% | -$1,541 | 减仓 |
| NVS | NOVARTIS AG | $30.50万 | 0.18% | 1,946 | -106 | -5.2% | -$1.66万 | 减仓 |
| EFAV | ISHARES TR | $30.25万 | 0.17% | 3,449 | -968 | -21.9% | -$8.49万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.04万 | 0.17% | 608 | 1 | 0.2% | $478 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $28.62万 | 0.17% | 3,898 | 5 | 0.1% | $367 | 加仓 |
| NFLX | NETFLIX INC. | $28.52万 | 0.16% | 3,995 | 28 | 0.7% | $1,999 | 加仓 |
| GEV | GE VERNOVA INC | $28.43万 | 0.16% | 242 | 242 | — | $28.43万 | 新建仓 |
| SBUX | STARBUCKS CORP | $26.70万 | 0.15% | 2,613 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $26.55万 | 0.15% | 230 | 230 | — | $26.55万 | 新建仓 |
| TTE | TOTALENERGIES SE | $26.51万 | 0.15% | 3,409 | -154 | -4.3% | -$1.20万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $25.94万 | 0.15% | 389 | -4 | -1.0% | -$2,668 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $25.06万 | 0.14% | 1,249 | -25 | -2.0% | -$5,015 | 减仓 |
| NOW | SERVICENOW INC | $24.34万 | 0.14% | 2,452 | -262 | -9.7% | -$2.60万 | 减仓 |
| IJH | ISHARES TR | $24.17万 | 0.14% | 3,135 | 118 | 3.9% | $9,098 | 加仓 |
| QCOM | QUALCOMM INC | $23.93万 | 0.14% | 1,295 | -630 | -32.7% | -$11.64万 | 减仓 |
| DTD | WISDOMTREE TR | $23.90万 | 0.14% | 2,563 | 13 | 0.5% | $1,212 | 加仓 |
| ESGE | ISHARES INC | $23.86万 | 0.14% | 4,362 | -381 | -8.0% | -$2.08万 | 减仓 |