Lifetime Wealth Management P.C.
ROCKWALL TX · SEC CIK 0002116339
$1.71亿2026Q2 申报市值
90持仓数
44.8%前十大占比 · 第一大 6.3%
8 / 4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
ISHARES TR 加仓+$315.94万
FRANKLIN TEMPLET 新建仓+$90.08万
CPRT 新建仓+$78.93万
WIP 加仓+$68.50万
GTIP 加仓+$61.81万
2026Q2 卖出最多 按季末市值估算
CPA 减仓-$119.48万
BIL 减仓-$110.18万
GSPY 清仓-$93.89万
VNQI 减仓-$92.56万
AUSF 减仓-$82.34万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| GSPY | TIDAL TRUST I | $0 | 0.00% | 0 | -26,534 | -100.0% | -$93.89万 | 清仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $0 | 0.00% | 0 | -23,500 | -100.0% | -$75.22万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,352 | -100.0% | -$27.11万 | 清仓 |
| — | BRAG HSE HLDGS INC | $0 | 0.00% | 0 | -33,000 | -100.0% | -$8,798 | 清仓 |
| — | SPLASH BEVERAGE GROUP INC | $1.02万 | 0.01% | 66,050 | 0 | 0.0% | — | 不变 |
| — | CIBUS INC | $2.12万 | 0.01% | 15,500 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $9.39万 | 0.05% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC | $15.82万 | 0.09% | 11,500 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $20.21万 | 0.12% | 2,487 | 2,487 | — | $20.21万 | 新建仓 |
| ENB | ENBRIDGE INC | $20.87万 | 0.12% | 3,850 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.22万 | 0.12% | 1,280 | -85 | -6.2% | -$1.41万 | 减仓 |
| GEV | GE VERNOVA INC | $21.97万 | 0.13% | 187 | 187 | — | $21.97万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $23.15万 | 0.14% | 1,047 | 1,047 | — | $23.15万 | 新建仓 |
| HON | HONEYWELL INTL INC | $23.44万 | 0.14% | 1,047 | -1,067 | -50.5% | -$23.89万 | 减仓 |
| AVGO | BROADCOM INC | $23.55万 | 0.14% | 623 | -82 | -11.6% | -$3.10万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.76万 | 0.14% | 409 | 409 | — | $23.76万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $25.44万 | 0.15% | 1,026 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $25.51万 | 0.15% | 6,860 | -422 | -5.8% | -$1.57万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $26.05万 | 0.15% | 2,544 | 0 | 0.0% | — | 不变 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $27.31万 | 0.16% | 2,450 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $27.51万 | 0.16% | 923 | 923 | — | $27.51万 | 新建仓 |
| GE | GE AEROSPACE | $28.03万 | 0.16% | 750 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $29.00万 | 0.17% | 5,409 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $29.94万 | 0.17% | 6,675 | -20,638 | -75.6% | -$92.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $30.74万 | 0.18% | 1,536 | -404 | -20.8% | -$8.08万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $30.75万 | 0.18% | 13,266 | -162 | -1.2% | -$3,755 | 减仓 |
| AMZN | AMAZON COM INC | $34.03万 | 0.20% | 1,428 | -294 | -17.1% | -$7.01万 | 减仓 |
| GVAL | CAMBRIA ETF TR | $36.99万 | 0.22% | 10,270 | 58 | 0.6% | $2,089 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $37.83万 | 0.22% | 2,782 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $41.41万 | 0.24% | 7,715 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $41.86万 | 0.24% | 5,438 | 5,438 | — | $41.86万 | 新建仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $50.20万 | 0.29% | 5,175 | -150 | -2.8% | -$1.46万 | 减仓 |
| GSL | GLOBAL SHIP LEASE INC | $58.37万 | 0.34% | 15,523 | -100 | -0.6% | -$3,760 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $60.64万 | 0.35% | 12,718 | 37 | 0.3% | $1,764 | 加仓 |
| EMLC | VANECK ETF TRUST | $60.72万 | 0.35% | 23,757 | 268 | 1.1% | $6,850 | 加仓 |
| MSFT | MICROSOFT CORP | $61.91万 | 0.36% | 1,660 | -139 | -7.7% | -$5.18万 | 减仓 |
| MPLX | MPLX LP | $61.96万 | 0.36% | 11,000 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $62.37万 | 0.36% | 7,217 | 1 | 0.0% | $86 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $62.81万 | 0.37% | 53,500 | 0 | 0.0% | — | 不变 |
| FYLD | CAMBRIA ETF TR | $65.26万 | 0.38% | 17,885 | -3,241 | -15.3% | -$11.83万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $75.29万 | 0.44% | 8,297 | -105 | -1.2% | -$9,528 | 减仓 |
| BBLU | EA SERIES TRUST | $76.56万 | 0.45% | 46,399 | -38,893 | -45.6% | -$64.17万 | 减仓 |
| CPRT | COPART INC | $78.93万 | 0.46% | 28,000 | 28,000 | — | $78.93万 | 新建仓 |
| LTPZ | PIMCO ETF TR | $81.21万 | 0.47% | 16,033 | -324 | -2.0% | -$1.64万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $90.08万 | 0.53% | 33,979 | 33,979 | — | $90.08万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $91.75万 | 0.54% | 26,050 | -400 | -1.5% | -$1.41万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $98.11万 | 0.57% | 60,672 | -1,137 | -1.8% | -$1.84万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $106.78万 | 0.62% | 38,563 | -6,138 | -13.7% | -$17.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $107.47万 | 0.63% | 1,565 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $110.68万 | 0.65% | 3,825 | -233 | -5.7% | -$6.74万 | 减仓 |
| IEF | ISHARES TR | $113.06万 | 0.66% | 11,955 | 867 | 7.8% | $8.20万 | 加仓 |
| OEF | ISHARES TR | $113.86万 | 0.66% | 3,112 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $116.35万 | 0.68% | 10,273 | -496 | -4.6% | -$5.62万 | 减仓 |
| AUSF | GLOBAL X FDS | $118.20万 | 0.69% | 24,191 | -16,853 | -41.1% | -$82.34万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $118.89万 | 0.69% | 29,293 | 459 | 1.6% | $1.86万 | 加仓 |
| BCD | ABRDN ETFS | $120.33万 | 0.70% | 35,235 | 12,792 | 57.0% | $43.68万 | 加仓 |
| — | KRANESHARES TRUST | $123.58万 | 0.72% | 44,907 | -951 | -2.1% | -$2.62万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $133.29万 | 0.78% | 14,613 | 2,428 | 19.9% | $22.15万 | 加仓 |
| EWZ | ISHARES INC | $142.65万 | 0.83% | 41,348 | -10,484 | -20.2% | -$36.17万 | 减仓 |
| EDV | VANGUARD WORLD FD | $153.83万 | 0.90% | 23,637 | 747 | 3.3% | $4.86万 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $163.91万 | 0.96% | 71,389 | 4,371 | 6.5% | $10.04万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $163.97万 | 0.96% | 15,912 | -113 | -0.7% | -$1.16万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $165.40万 | 0.97% | 36,424 | -408 | -1.1% | -$1.85万 | 减仓 |
| — | SPDR SERIES TRUST | $167.09万 | 0.98% | 5,339 | -1,567 | -22.7% | -$49.04万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $167.24万 | 0.98% | 13,405 | 35 | 0.3% | $4,367 | 加仓 |
| GTIP | GOLDMAN SACHS ETF TR | $170.70万 | 1.00% | 34,928 | 12,648 | 56.8% | $61.81万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $174.18万 | 1.02% | 101,444 | 4,028 | 4.1% | $6.92万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $184.99万 | 1.08% | 4,102 | -575 | -12.3% | -$25.93万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $186.45万 | 1.09% | 11,542 | -5,011 | -30.3% | -$80.95万 | 减仓 |
| DGS | WISDOMTREE TR | $189.70万 | 1.11% | 29,315 | 6,686 | 29.5% | $43.27万 | 加仓 |
| — | NOBLE CORP PLC | $206.23万 | 1.20% | 113,500 | -3,929 | -3.3% | -$7.14万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $209.13万 | 1.22% | 56,890 | -496 | -0.9% | -$1.82万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $217.52万 | 1.27% | 36,078 | 6,527 | 22.1% | $39.35万 | 加仓 |
| — | CAMBRIA ETF TR | $233.68万 | 1.36% | 86,548 | 22,680 | 35.5% | $61.24万 | 加仓 |
| IQLT | ISHARES TR | $266.02万 | 1.55% | 53,687 | 9,902 | 22.6% | $49.06万 | 加仓 |
| TIP | ISHARES TR | $277.55万 | 1.62% | 25,363 | 121 | 0.5% | $1.32万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $284.87万 | 1.66% | 58,054 | -2,175 | -3.6% | -$10.67万 | 减仓 |
| — | EXXON MOBIL CORP | $299.83万 | 1.75% | 21,930 | -1,490 | -6.4% | -$20.37万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $317.23万 | 1.85% | 39,087 | 3,400 | 9.5% | $27.59万 | 加仓 |
| WIP | SPDR SERIES TRUST | $373.35万 | 2.18% | 94,782 | 17,391 | 22.5% | $68.50万 | 加仓 |
| ABBV | ABBVIE INC | $384.61万 | 2.25% | 15,284 | -30 | -0.2% | -$7,549 | 减仓 |
| NE | NOBLE CORP PLC | $399.65万 | 2.33% | 107,145 | -15,175 | -12.4% | -$56.60万 | 减仓 |
| CPA | COPA HOLDINGS SA | $425.02万 | 2.48% | 27,320 | -7,680 | -21.9% | -$119.48万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $427.03万 | 2.49% | 69,143 | -4,144 | -5.7% | -$25.59万 | 减仓 |
| LEMB | ISHARES INC | $482.10万 | 2.81% | 113,623 | 2,021 | 1.8% | $8.58万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $538.31万 | 3.14% | 63,645 | 363 | 0.6% | $3.07万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $572.81万 | 3.34% | 189,860 | -6,867 | -3.5% | -$20.72万 | 减仓 |
| QQQ | INVESCO QQQ TR | $608.44万 | 3.55% | 8,262 | -18 | -0.2% | -$1.33万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $722.72万 | 4.22% | 182,966 | -4,410 | -2.4% | -$17.42万 | 减仓 |
| VALE | VALE S A | $765.95万 | 4.47% | 509,278 | -22,000 | -4.1% | -$33.09万 | 减仓 |
| BIL | SPDR SERIES TRUST | $940.47万 | 5.49% | 102,627 | -12,023 | -10.5% | -$110.18万 | 减仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $955.89万 | 5.58% | 652,933 | -4,039 | -0.6% | -$5.91万 | 减仓 |
| KSPI | KASPI KZ JSC | $1,020.84万 | 5.96% | 117,826 | 497 | 0.4% | $4.31万 | 加仓 |
| — | ISHARES TR | $1,074.53万 | 6.27% | 827,834 | 243,402 | 41.6% | $315.94万 | 加仓 |