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Lifestyle Asset Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Lifestyle Asset Management, Inc.

No.5079 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.72亿
环比变动 Q1 2026
+$6,589.5万+21.5%
持仓股票数
129
新买入
12
加仓
75
减仓
39
清仓
17
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
16.34%13.29%$6,079.9万8.1万股$4,067.6万6.3万股+1.9万股+30.17%加仓
AVANTIS INTLNGG
5.68%2.39%$2,112.4万23.7万股$732.3万8.6万股+15.0万股+174.35%加仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
4%$1,487.5万13.8万股$00股+13.8万股新买入
I景顺交易所交易基金IISPMO
3.99%3.72%$1,484.1万9.2万股$1,139.7万10.2万股-9,787股-9.63%减仓
V先锋领航指数基金VOO
3.93%0.39%$1,462.9万2.0万股$119.1万2,063股+1.8万股+862.97%加仓
SSPDR道富指数基金SPDW
3.42%3.68%$1,270.8万25.2万股$1,125.7万24.7万股+5,615股+2.28%加仓
NNORTHERN LTS FD TR IIIQQH
2.65%2.34%$985.6万11.5万股$715.0万10.2万股+1.3万股+12.46%加仓
IiShares安硕信托AGG
2.64%12.77%$983.5万9.9万股$3,908.3万39.4万股-29.4万股-74.76%减仓
AANGEL OAK FUNDS TRUSTCARY
2.62%$974.6万46.9万股$00股+46.9万股新买入
FFEDERATED HERMES ETF TRUSTFSCC
2.46%2.11%$916.0万24.5万股$646.4万21.8万股+2.8万股+12.71%加仓
IiShares安硕·7-10YRIEF
2.43%4.25%$903.8万9.6万股$1,302.0万13.6万股-4.1万股-29.95%减仓
埃克森美孚XOM
2.35%3.56%$875.5万6.4万股$1,090.9万6.4万股-262股-0.41%减仓
NNORTHERN LTS FD TR IIILGH
2.29%2.19%$850.6万13.3万股$669.1万11.7万股+1.6万股+13.58%加仓
I景顺交易所交易基金信托RSP
2.22%2.43%$827.8万3.9万股$743.0万3.9万股+195股+0.50%加仓
IiShares安硕·RUSSELLIWM
1.73%1.31%$641.9万2.1万股$402.2万1.6万股+5,149股+31.75%加仓
西部数据WDC
1.63%1.19%$605.1万9,474股$363.8万1.3万股-3,975股-29.56%减仓
G高盛ETF信托GINC
1.61%0.72%$598.9万10.8万股$220.3万4.4万股+6.4万股+144.79%加仓
A美国世纪ETF信托AVEM
1.48%1.48%$552.3万5.7万股$453.7万5.6万股+934股+1.66%加仓
I景顺·ACTIVELY MANAGED EXCEFAA
1.37%1.39%$509.1万9.1万股$425.4万8.1万股+1.1万股+13.19%加仓
美光科技MU
1.16%0.42%$430.6万3,730股$129.5万3,833股-103股-2.69%减仓
CCOMFORT SYS USAFIX
1.16%1.25%$430.1万2,170股$382.7万2,775股-605股-21.80%减仓
苹果AAPL
1.13%1.19%$420.7万1.5万股$363.0万1.4万股+235股+1.64%加仓
飞塔FTNT
1.12%0.73%$418.2万2.7万股$223.1万2.7万股-75股-0.27%减仓
英伟达NVDA
1.08%1.13%$401.4万2.0万股$346.8万2.0万股+175股+0.88%加仓
谷歌AGOOGL
0.92%0.92%$342.7万9,589股$282.0万9,808股-219股-2.23%减仓
SSPDR黄金信托GLD
0.92%1.13%$342.6万9,300股$345.0万8,017股+1,283股+16.00%加仓
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
0.84%0.85%$312.7万6.9万股$258.9万6.4万股+4,898股+7.59%加仓
亚马逊AMZN
0.81%0.84%$301.0万1.3万股$257.4万1.2万股+269股+2.18%加仓
天弘CLS
0.81%0.76%$300.8万8,246股$233.9万8,303股-57股-0.69%减仓
MEDPACEMEDP
0.77%0.79%$287.8万5,434股$241.0万5,018股+416股+8.29%加仓
J摩根大通交易所交易基金JEPQ
0.76%0.74%$281.9万4.6万股$226.0万4.1万股+5,158股+12.67%加仓
SSPDR道富指数基金SPEM
0.75%0.78%$278.4万5.4万股$239.2万5.1万股+2,767股+5.43%加仓
AAPPLOVINAPP
0.75%0.67%$278.1万5,397股$204.4万5,136股+261股+5.08%加仓
IISHARES U.S. BASIC MATERIALS ETFIYM
0.7%0.22%$259.7万1.4万股$67.3万3,826股+1.1万股+278.15%加仓
ExelixisEXEL
0.69%0.64%$255.1万4.7万股$197.0万4.6万股+940股+2.05%加仓
GE航空GE
0.68%0.38%$253.1万6,771股$115.1万4,056股+2,715股+66.94%加仓
United TherapeuticsUTHR
0.67%0.91%$248.2万4,581股$279.3万4,710股-129股-2.74%减仓
TECHNIPFMC COMFTI
0.65%0.88%$243.5万3.7万股$268.0万3.9万股-2,040股-5.26%减仓
RENAISSANCERE COMRNR
0.64%0.7%$236.5万7,464股$214.2万7,205股+259股+3.59%加仓
CCOMPANHIA DE SANEAMENTO BASISBS
0.62%0.79%$232.1万40.2万股$240.7万7.9万股+32.3万股+408.85%加仓
Meta平台META
0.61%0.74%$228.1万4,049股$225.1万3,935股+114股+2.90%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
0.61%0.12%$225.2万1.6万股$37.0万3,126股+1.3万股+427.00%加仓
IiShares安硕信托IJK
0.6%$221.7万1.9万股$00股+1.9万股新买入
IiShares安硕信托EEM
0.59%0.12%$219.5万3.2万股$38.1万6,712股+2.5万股+378.01%加仓
CARLISLE COSCSL
0.54%0.56%$200.4万5,524股$171.0万5,127股+397股+7.74%加仓
哈特福德·INSURANCEHIG
0.54%0.64%$200.3万1.5万股$195.4万1.4万股+669股+4.63%加仓
NETFLIXNFLX
0.52%0.73%$194.2万2.7万股$224.2万2.3万股+3,882股+16.65%加仓
万事达MA
0.51%0.55%$190.0万3,700股$167.9万3,361股+339股+10.09%加仓
CHECK POINT SOFTWARE TECH ORDCHKP
0.49%0.55%$182.6万1.4万股$169.4万1.2万股+2,033股+17.14%加仓
AIRBNB COM CL AABNB
0.49%$180.9万1.3万股$00股+1.3万股新买入

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