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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $1,261.54万 | 8.02% | 262,547 | 6,476 | 2.5% | $31.12万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,191.91万 | 7.58% | 481,581 | -5,567 | -1.1% | -$13.78万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,151.41万 | 7.32% | 104,970 | 684 | 0.7% | $7.50万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $910.61万 | 5.79% | 296,810 | 2,382 | 0.8% | $7.31万 | 加仓 |
| AGG | ISHARES TR | $795.50万 | 5.06% | 80,134 | 2,503 | 3.2% | $24.85万 | 加仓 |
| SHYG | ISHARES TR | $660.48万 | 4.20% | 156,105 | 836 | 0.5% | $3.54万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $455.38万 | 2.89% | 233,171 | -15,790 | -6.3% | -$30.84万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $450.68万 | 2.87% | 46,644 | -545 | -1.2% | -$5.27万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $356.05万 | 2.26% | 115,002 | 1,632 | 1.4% | $5.05万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $328.87万 | 2.09% | 167,578 | 11,018 | 7.0% | $21.62万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $320.51万 | 2.04% | 21,641 | -202 | -0.9% | -$2.99万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $309.76万 | 1.97% | 15,788 | -6,865 | -30.3% | -$134.69万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $301.24万 | 1.92% | 103,411 | -4,580 | -4.2% | -$13.34万 | 减仓 |
| NET | CLOUDFLARE INC | $293.13万 | 1.86% | 14,206 | -275 | -1.9% | -$5.67万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $288.33万 | 1.83% | 30,485 | -314 | -1.0% | -$2.97万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $271.69万 | 1.73% | 57,917 | 87 | 0.2% | $4,081 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $259.64万 | 1.65% | 56,877 | -53 | -0.1% | -$2,419 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $257.26万 | 1.64% | 125,966 | 3,944 | 3.2% | $8.05万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $255.20万 | 1.62% | 17,504 | 201 | 1.2% | $2.93万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $234.66万 | 1.49% | 87,202 | 4,793 | 5.8% | $12.90万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $222.15万 | 1.41% | 10,225 | -213 | -2.0% | -$4.63万 | 减仓 |
| IAGG | ISHARES TR | $220.75万 | 1.40% | 44,115 | 792 | 1.8% | $3.96万 | 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 |
| IBDR | ISHARES TR | $192.91万 | 1.23% | 79,583 | 18,056 | 29.3% | $43.77万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $190.67万 | 1.21% | 82,115 | -16,040 | -16.3% | -$37.24万 | 减仓 |
| IWB | ISHARES TR | $183.59万 | 1.17% | 5,149 | 5 | 0.1% | $1,783 | 加仓 |
| NVDA | NVIDIA CORPORATION | $153.59万 | 0.98% | 8,807 | -144 | -1.6% | -$2.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $135.04万 | 0.86% | 3,648 | -124 | -3.3% | -$4.59万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $134.19万 | 0.85% | 80,260 | 10,642 | 15.3% | $17.79万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $131.28万 | 0.83% | 17,009 | 244 | 1.5% | $1.88万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $101.46万 | 0.65% | 11,439 | 210 | 1.9% | $1.86万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $91.01万 | 0.58% | 1,399 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $81.94万 | 0.52% | 8,582 | 53 | 0.6% | $5,060 | 加仓 |
| GOOG | ALPHABET INC | $79.23万 | 0.50% | 2,762 | -159 | -5.4% | -$4.56万 | 减仓 |
| BGRN | ISHARES TR | $78.96万 | 0.50% | 16,634 | -200 | -1.2% | -$9,494 | 减仓 |
| IJR | ISHARES TR | $77.80万 | 0.49% | 6,258 | 75 | 1.2% | $9,324 | 加仓 |
| ADBE | ADOBE INC | $75.89万 | 0.48% | 3,122 | 30 | 1.0% | $7,292 | 加仓 |
| AMZN | AMAZON COM INC | $74.73万 | 0.48% | 3,588 | -953 | -21.0% | -$19.85万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $72.99万 | 0.46% | 1,671 | -2,672 | -61.5% | -$116.71万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $70.39万 | 0.45% | 1,141 | -9 | -0.8% | -$5,552 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $69.63万 | 0.44% | 30,047 | 640 | 2.2% | $1.48万 | 加仓 |
| IWF | ISHARES TR | $68.27万 | 0.43% | 1,601 | 9 | 0.6% | $3,838 | 加仓 |
| VO | VANGUARD INDEX FDS | $67.43万 | 0.43% | 2,348 | -256 | -9.8% | -$7.35万 | 减仓 |
| JNK | SPDR SERIES TRUST | $63.75万 | 0.41% | 6,660 | 92 | 1.4% | $8,806 | 加仓 |
| META | META PLATFORMS INC | $62.36万 | 0.40% | 1,090 | 171 | 18.6% | $9.78万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $61.40万 | 0.39% | 13,137 | -645 | -4.7% | -$3.01万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $58.55万 | 0.37% | 7,797 | -51 | -0.6% | -$3,830 | 减仓 |
| AVGO | BROADCOM INC | $57.85万 | 0.37% | 1,869 | -183 | -8.9% | -$5.66万 | 减仓 |
| IBHF | ISHARES TR | $57.68万 | 0.37% | 25,135 | 7,800 | 45.0% | $17.90万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $56.74万 | 0.36% | 18,603 | -1,304 | -6.6% | -$3.98万 | 减仓 |
| TSLA | TESLA INC | $54.46万 | 0.35% | 1,465 | -282 | -16.1% | -$10.48万 | 减仓 |
| V | VISA INC | $54.43万 | 0.35% | 1,801 | -173 | -8.8% | -$5.23万 | 减仓 |
| EAGG | ISHARES TR | $54.38万 | 0.35% | 11,437 | -69 | -0.6% | -$3,281 | 减仓 |
| GOOGL | ALPHABET INC | $52.77万 | 0.34% | 1,835 | 82 | 4.7% | $2.36万 | 加仓 |
| AAPL | APPLE INC | $51.57万 | 0.33% | 2,032 | 467 | 29.8% | $11.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $51.54万 | 0.33% | 1,607 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $49.15万 | 0.31% | 5,939 | 5,939 | — | $49.15万 | 新建仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $48.59万 | 0.31% | 3,904 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $47.99万 | 0.31% | 6,880 | -112 | -1.6% | -$7,812 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $47.13万 | 0.30% | 14,302 | -41 | -0.3% | -$1,351 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $45.75万 | 0.29% | 5,834 | 1,015 | 21.1% | $7.96万 | 加仓 |
| ORCL | ORACLE CORP | $45.63万 | 0.29% | 3,102 | -572 | -15.6% | -$8.41万 | 减仓 |
| IBDS | ISHARES TR | $45.21万 | 0.29% | 18,649 | 18,649 | — | $45.21万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $43.77万 | 0.28% | 8,719 | -415 | -4.5% | -$2.08万 | 减仓 |
| IWO | ISHARES TR | $41.11万 | 0.26% | 1,310 | -6 | -0.5% | -$1,883 | 减仓 |
| IYW | ISHARES TR | $40.89万 | 0.26% | 2,254 | 1 | 0.0% | $181 | 加仓 |
| EFAV | ISHARES TR | $40.36万 | 0.26% | 4,417 | -160 | -3.5% | -$1.46万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $40.20万 | 0.26% | 5,071 | 5 | 0.1% | $396 | 加仓 |
| BA | BOEING CO | $40.18万 | 0.26% | 2,019 | -163 | -7.5% | -$3.24万 | 减仓 |
| SHOP | SHOPIFY INC | $39.01万 | 0.25% | 3,289 | -445 | -11.9% | -$5.28万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $38.61万 | 0.25% | 3,335 | -191 | -5.4% | -$2.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.58万 | 0.25% | 7,138 | -28 | -0.4% | -$1,513 | 减仓 |
| NFLX | NETFLIX INC. | $38.14万 | 0.24% | 3,967 | -265 | -6.3% | -$2.55万 | 减仓 |
| GLDM | WORLD GOLD TR | $37.45万 | 0.24% | 4,040 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $35.87万 | 0.23% | 390 | -8 | -2.0% | -$7,358 | 减仓 |
| — | NUSHARES ETF TR | $33.37万 | 0.21% | 15,754 | -230 | -1.4% | -$4,871 | 减仓 |
| IWP | ISHARES TR | $33.31万 | 0.21% | 2,600 | -2,731 | -51.2% | -$34.99万 | 减仓 |
| AZN | ASTRAZENECA PLC | $32.84万 | 0.21% | 1,665 | 1,665 | — | $32.84万 | 新建仓 |
| TTE | TOTALENERGIES SE | $32.42万 | 0.21% | 3,563 | -560 | -13.6% | -$5.09万 | 减仓 |
| NUSC | NUSHARES ETF TR | $31.88万 | 0.20% | 7,076 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $31.34万 | 0.20% | 2,052 | -23 | -1.1% | -$3,513 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $31.05万 | 0.20% | 18,297 | 1,196 | 7.0% | $2.03万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $31.01万 | 0.20% | 1,683 | -1,497 | -47.1% | -$27.58万 | 减仓 |
| ASML | ASML HLDG NV | $30.91万 | 0.20% | 234 | 2 | 0.9% | $2,642 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $30.67万 | 0.19% | 4,787 | 50 | 1.1% | $3,204 | 加仓 |
| MA | MASTERCARD INCORPORATED | $30.03万 | 0.19% | 601 | -29 | -4.6% | -$1.45万 | 减仓 |
| EFA | ISHARES TR | $29.95万 | 0.19% | 3,083 | -352 | -10.2% | -$3.42万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $28.67万 | 0.18% | 3,893 | -377 | -8.8% | -$2.78万 | 减仓 |
| NOW | SERVICENOW INC | $28.37万 | 0.18% | 2,714 | 1,389 | 104.8% | $14.52万 | 加仓 |
| IEFA | ISHARES TR | $27.88万 | 0.18% | 3,080 | -107 | -3.4% | -$9,687 | 减仓 |
| UL | UNILEVER PLC | $27.82万 | 0.18% | 4,883 | 299 | 6.5% | $1.70万 | 加仓 |
| — | EXXON MOBIL CORP | $26.84万 | 0.17% | 1,582 | -95 | -5.7% | -$1.61万 | 减仓 |
| SONY | SONY GROUP CORP | $25.52万 | 0.16% | 12,329 | -1,076 | -8.0% | -$2.23万 | 减仓 |
| EQNR | EQUINOR ASA | $25.45万 | 0.16% | 6,031 | 6,031 | — | $25.45万 | 新建仓 |
| CRM | SALESFORCE INC | $25.11万 | 0.16% | 1,345 | 193 | 16.8% | $3.60万 | 加仓 |
| QCOM | QUALCOMM INC | $24.79万 | 0.16% | 1,925 | -725 | -27.4% | -$9.34万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.78万 | 0.15% | 393 | -32 | -7.5% | -$1.94万 | 减仓 |
| SBUX | STARBUCKS CORP | $23.41万 | 0.15% | 2,613 | 2,613 | — | $23.41万 | 新建仓 |
| GE | GE AEROSPACE | $23.33万 | 0.15% | 822 | -363 | -30.6% | -$10.30万 | 减仓 |
| CVX | CHEVRON CORPORATION | $23.30万 | 0.15% | 1,126 | 1,126 | — | $23.30万 | 新建仓 |