13FBOX
LifeWealth Investments, LLC · 13F 持仓分析
期权收益计算器 机构排行

LifeWealth Investments, LLC

No.5061
最新持仓市值 (Q2 2026)
$3.74亿
环比变动 Q1 2026
+$3,908.9万+11.7%
持仓股票数
136
新买入
17
加仓
64
减仓
45
清仓
22
持股不变
10
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
IiShares安硕信托IWY
10.93%9.83%$4,089.7万14.1万股$3,292.7万13.2万股+8,403股+6.35%加仓
IiShares安硕信托IWX
7.03%6.32%$2,628.7万25.0万股$2,118.0万22.9万股+2.1万股+9.37%加仓
CCAPITOL SER TRSCEC
6%5.71%$2,244.5万89.7万股$1,913.9万76.3万股+13.4万股+17.51%加仓
IINNOVATOR ETFSBUFF
5.23%4.97%$1,956.1万37.1万股$1,664.5万33.7万股+3.4万股+10.22%加仓
IiShares安硕信托EFV
3.52%3.57%$1,316.4万17.2万股$1,196.4万16.1万股+1.1万股+6.87%加仓
IiShares安硕信托IWS
3.4%3.34%$1,272.0万7.7万股$1,120.6万7.7万股+382股+0.50%加仓
IiShares安硕信托EFG
3.16%3.13%$1,181.7万9.5万股$1,050.3万9.4万股+663股+0.70%加仓
苹果AAPL
3.06%2.92%$1,145.4万4.0万股$977.8万3.9万股+1,059股+2.75%加仓
IiShares黄金信托IAU
2.78%3.24%$1,040.8万13.8万股$1,085.4万12.3万股+1.5万股+11.96%加仓
V先锋领航·MALVERN FDSVTIP
2.77%3.1%$1,036.8万20.6万股$1,038.8万20.8万股-1,552股-0.75%减仓
IiShares安硕IEMG
2.65%2.32%$992.7万12.0万股$777.3万11.1万股+8,387股+7.53%加仓
IiShares安硕·COREIJH
2.27%2.03%$850.6万11.0万股$680.8万10.1万股+9,493股+9.42%加仓
SSTERLING CAP FDSSCNM
2.07%2.16%$773.7万30.8万股$723.4万29.1万股+1.7万股+5.70%加仓
V先锋领航斯科茨代尔基金VTWO
1.97%1.73%$738.6万6.1万股$580.0万5.8万股+2,922股+5.05%加仓
英伟达NVDA
1.95%1.87%$729.3万3.6万股$625.2万3.6万股+600股+1.67%加仓
IiShares安硕信托TLT
1.89%2.07%$708.8万8.2万股$694.7万8.0万股+1,888股+2.36%加仓
PIMCO·DYNAMIC INCOMEPDI
1.62%1.89%$605.6万36.3万股$631.8万36.9万股-6,593股-1.79%减仓
VanEck ETF信托SMH
1.47%$551.4万8,407股$00股+8,407股新买入
PPacer基金信托COWZ
1.43%1.44%$535.2万8.6万股$482.5万7.7万股+8,934股+11.58%加仓
亚马逊AMZN
1.31%1.28%$490.0万2.1万股$430.2万2.1万股-98股-0.47%减仓
J骏利Detroit策略信托VNLA
1.3%1.51%$485.5万9.9万股$504.4万10.3万股-3,882股-3.76%减仓
J摩根大通交易所交易基金JEPI
1.28%1.49%$480.1万8.5万股$497.7万8.8万股-2,810股-3.20%减仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
1.12%0.93%$418.2万2.9万股$309.9万2.4万股+4,371股+18.07%加仓
SSTERLING CAP FDSSCEP
1.06%1.15%$398.1万15.9万股$384.4万16.3万股-3,861股-2.37%减仓
V先锋领航STAR基金VXUS
1.04%0.94%$390.3万4.6万股$314.1万4.1万股+4,916股+12.07%加仓
微软MSFT
1%1.1%$374.3万1.0万股$367.5万9,929股+104股+1.05%加仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTDJUL
0.98%1.03%$366.7万7.3万股$343.6万7.4万股-387股-0.53%减仓
谷歌AGOOGL
0.97%0.87%$364.0万1.0万股$289.9万1.0万股+102股+1.01%加仓
SSIMPLIFY EXCHANGE TRADED FUNTUA
0.93%1.03%$348.4万17.1万股$344.5万16.3万股+7,314股+4.48%加仓
V先锋领航斯科茨代尔基金BSV
0.91%0.93%$340.5万4.3万股$310.6万3.9万股+3,895股+9.94%加仓
V先锋领航指数基金VOO
0.9%0.78%$338.0万4,922股$260.5万4,360股+562股+12.89%加仓
SSTERLING CAP FDSSCMC
0.89%0.88%$331.3万13.2万股$295.6万11.8万股+1.4万股+11.48%加仓
F第一信托·USTFVD
0.88%0.92%$329.4万6.5万股$309.6万6.5万股-116股-0.18%减仓
DDirexion股票ETF信托QQQE
0.83%0.72%$311.6万2.6万股$242.7万2.5万股+912股+3.70%加仓
S道富SPYM
0.81%1.12%$303.1万3.4万股$375.7万4.9万股-1.5万股-29.73%减仓
F第一信托交易所交易基金VIDSEP
0.71%0.74%$264.9万5.6万股$248.1万5.6万股-596股-1.06%减仓
AAIM ETF PRODUCTS TRUSTSIXD
0.65%$243.3万7.9万股$00股+7.9万股新买入
AAIM ETF PRODUCTS TRUSTMAYW
0.64%$239.1万6.9万股$00股+6.9万股新买入
博通AVGO
0.62%0.46%$231.4万6,125股$154.6万4,994股+1,131股+22.65%加仓
EELEVATION SERIES TRUSTONEZ
0.57%0.28%$212.9万7.7万股$94.1万3.8万股+4.0万股+105.31%加仓
特斯拉TSLA
0.52%0.52%$194.3万4,619股$173.3万4,662股-43股-0.92%减仓
WWISDOMTREE U.S. SMALLCAPQUALITY DIVIDEND GROWTH FUNDDGRS
0.5%0.45%$188.9万3.2万股$150.0万2.8万股+3,503股+12.37%加仓
PPIMCO ETF TR Short Term Mun BD Active ETFSMMU
0.47%0.53%$177.0万3.5万股$176.9万3.5万股00.00%持仓不变
F第一信托交易所交易基金VIDAUG
0.46%0.49%$173.8万3.7万股$163.7万3.8万股-493股-1.31%减仓
万豪MAR
0.43%0.43%$161.5万4,357股$142.8万4,365股-8股-0.18%减仓
F第一信托交易所交易基金VIGJAN
0.42%0.44%$156.8万3.5万股$147.9万3.5万股-467股-1.32%减仓
AAIM ETF PRODUCTS TRUSTJUNW
0.39%$146.8万4.3万股$00股+4.3万股新买入
Meta平台META
0.39%0.48%$145.3万2,580股$160.1万2,799股-219股-7.82%减仓
AAlphabet Inc Class CGOOG
0.39%0.36%$145.0万4,103股$120.4万4,198股-95股-2.26%减仓
IiShares白银信托SLV
0.35%0.48%$130.8万2.4万股$160.3万2.4万股+947股+4.03%加仓

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