LI
LifeWealth Investments, LLC
分散型投资策略趋势追踪型行业集中型
申报总市值
US$3.7亿
申报季度: 2026-06-30 · 持股只数: 136
LifeWealth Investments, LLC在最新一期 13F 报告中披露了 136 项持股，申报期为 2026-06-30，总持股市值约为 US$3.7亿，季度换手率为 24.5%。
机构性格雪花图
- 集中度
- 13.93
- 持仓稳定性
- 24.45
- 动能／逆势
- 100
- 行业集中度
- 84.28
- 多样化
- 100
- 仓位均衡度
- 80.6
近期动向
新建仓 SMH
清仓 MGV
加仓 IWY
+6.4% US$797.1万
清仓 SIXO
加仓 IWX
+9.4% US$510.7万
新建仓 SIXD
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 10.93% | +1.10% | +6.35% | |
| 2 | IWX | Ishares Russell Top 200 Valu | ETF-其他 | 7.03% | +0.71% | +9.37% | |
| 3 | SCEC | Sterling Capital Enh Cb ETF | ETF-其他 | 6.00% | +0.29% | +17.51% | |
| 4 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 5.23% | +0.26% | +10.22% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 3.52% | -0.05% | +6.87% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 3.40% | +0.06% | +0.50% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 3.16% | +0.03% | +0.70% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.06% | +0.14% | +2.75% | |
| 9 | IAU | Ishares Gold Trust | ETF-避险与商品 | 2.78% | -0.46% | +11.96% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.77% | — | -0.75% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.65% | +0.33% | +7.53% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.27% | +0.24% | +9.42% | |
| 13 | SCNM | Sterling Cap Natl Mb ETF | ETF-其他 | 2.07% | -0.09% | +5.70% | |
| 14 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.97% | +0.24% | +5.05% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | +0.08% | +1.67% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.89% | — | +2.36% | |
| 17 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 1.62% | — | -1.79% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.47% | +1.47% | NEW | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.43% | -0.01% | +11.58% | |
| 20 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.31% | +0.03% | -0.47% | |
| 21 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.30% | — | -3.76% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.28% | — | -3.20% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.12% | +0.19% | +18.07% | |
| 24 | SCEP | Strling Cptl Hdg Ep Incm ETF | ETF-其他 | 1.06% | — | -2.37% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.04% | +0.10% | +12.07% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | — | +1.05% | |
| 27 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.98% | — | -0.53% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.97% | +0.10% | +1.01% | |
| 29 | TUA | Sim St Treas Fut Strat ETF | ETF-其他 | 0.93% | — | +4.48% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.91% | — | +9.94% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.90% | +0.12% | +12.89% | |
| 32 | SCMC | Sterling Cap Ms Income ETF | ETF-其他 | 0.89% | +0.01% | +11.48% | |
| 33 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.88% | — | -0.18% | |
| 34 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 0.83% | +0.11% | +3.70% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.81% | -0.31% | -29.73% | |
| 36 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.71% | — | -1.06% | |
| 37 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-其他 | 0.65% | +0.65% | NEW | |
| 38 | MAYW | Alianzim US Eq Bfr20 May-usd | ETF-其他 | 0.64% | +0.64% | NEW | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.62% | +0.16% | +22.65% | |
| 40 | ONEZ | Trueshr Seasonality La B ETF | ETF-其他 | 0.57% | +0.29% | +105.31% | |
| 41 | TSLA | Tesla INC | 股票-周期性消费 | 0.52% | — | -0.92% | |
| 42 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-其他 | 0.50% | +0.05% | +12.37% | |
| 43 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-其他 | 0.47% | — | — | |
| 44 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-其他 | 0.46% | — | -1.31% | |
| 45 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.43% | — | -0.18% | |
| 46 | GJAN | Ft Vest US Equity Moderate B | ETF-其他 | 0.42% | — | -1.32% | |
| 47 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-其他 | 0.39% | +0.39% | NEW | |
| 48 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.39% | — | -7.82% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.39% | — | -2.26% | |
| 50 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.35% | — | +4.03% |
1–50 of 136
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
LifeWealth Investments, LLC 在 2026-06-30 最显著的持仓异动： 新建仓: Vaneck Semiconductor ETF (SMH); 清仓: Vanguard Mega Cap Value ETF (MGV); 清仓: Allian US Equ 6 Mon Bu10-usd (SIXO); 新建仓: Allian US Equ 6 Mon Bu10-usd (SIXD); 新建仓: Alianzim US Eq Bfr20 May-usd (MAYW).
FAQ
LifeWealth Investments, LLC 是什么机构？属于哪种投资人类型？
LifeWealth Investments, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$3.7亿，分布在 136 个已申报仓位之中。
LifeWealth Investments, LLC 目前前几大持股有哪些？
根据最新 13F 申报，LifeWealth Investments, LLC 按市值排列的前几大持股为：
1. Ishares Russell Top 200 Grow (IWY) — US$4089.7万 (10.9%)
2. Ishares Russell Top 200 Valu (IWX) — US$2628.7万 (7.0%)
3. Sterling Capital Enh Cb ETF (SCEC) — US$2244.5万 (6.0%)
4. Innovator Laddered Allocatio (BUFF) — US$1956.1万 (5.2%)
5. Ishares Msci Eafe Value ETF (EFV) — US$1316.4万 (3.5%)
LifeWealth Investments, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，LifeWealth Investments, LLC 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 25 个既有持股、减仓 3 个仓位，并完全清仓 15 个持股。 其中幅度最大的异动：新建仓: Vaneck Semiconductor ETF (SMH); 清仓: Vanguard Mega Cap Value ETF (MGV); 清仓: Allian US Equ 6 Mon Bu10-usd (SIXO); 新建仓: Allian US Equ 6 Mon Bu10-usd (SIXD); 新建仓: Alianzim US Eq Bfr20 May-usd (MAYW)
LifeWealth Investments, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，LifeWealth Investments, LLC 的主要板块分布如下：
• Information Technology: 47.4%
• Consumer Discretionary: 14.4%
• Financials: 12.9%
• Communication Services: 11.4%
• Industrials: 5.4%
• Consumer Staples: 4.1%