Life Line Wealth Management LLC 13F 持仓 · 2026年Q1
Life Line Wealth Management 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 2.24 亿美元。前几大持仓：QUAL（21.40%）、QQQ（20.99%）、IAU（17.03%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | $47.9M | 21.40% | 249,841 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $47.0M | 20.99% | 81,425 | 增持 |
| 3 | IAU | ISHARES GOLD TR | $38.1M | 17.03% | 432,527 | 减持 |
| 4 | IQLT | ISHARES TR | $22.8M | 10.16% | 492,153 | 减持 |
| 5 | IVV | ISHARES TR | $21.9M | 9.79% | 33,552 | 增持 |
| 6 | IWR | ISHARES TR | $14.4M | 6.43% | 148,081 | 增持 |
| 7 | VLUE | ISHARES TR | $10.9M | 4.87% | 76,733 | 新建仓 |
| 8 | IWM | ISHARES TR | $2.7M | 1.20% | 10,861 | 增持 |
| 9 | MTUM | ISHARES TR | $2.7M | 1.19% | 11,128 | 增持 |
| 10 | IWF | ISHARES TR | $2.2M | 0.97% | 5,093 | 减持 |
| 11 | EFG | ISHARES TR | $1.3M | 0.60% | 12,009 | 增持 |
| 12 | IEMG | ISHARES INC | $1.3M | 0.57% | 18,343 | 增持 |
| 13 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $1.1M | 0.49% | 18,682 | 持平 |
| 14 | DYNF | BLACKROCK ETF TRUST | $619,552 | 0.28% | 10,649 | 增持 |
| 15 | IVW | ISHARES TR | $623,005 | 0.28% | 5,508 | 增持 |
| 16 | USFR | WISDOMTREE TR | $622,431 | 0.28% | 12,365 | 增持 |
| 17 | VUSB | VANGUARD BD INDEX FDS | $628,808 | 0.28% | 12,630 | 增持 |
| 18 | EFV | ISHARES TR | $594,516 | 0.27% | 7,996 | 增持 |
| 19 | TLT | ISHARES TR | $579,008 | 0.26% | 6,679 | 增持 |
| 20 | SPLV | INVESCO EXCH TRADED FD TR II | $508,720 | 0.23% | 6,955 | 增持 |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $477,706 | 0.21% | 9,439 | 增持 |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $443,191 | 0.20% | 7,571 | 增持 |
| 23 | AGG | ISHARES TR | $431,975 | 0.19% | 4,352 | 增持 |
| 24 | LQD | ISHARES TR | $429,256 | 0.19% | 3,938 | 增持 |
| 25 | IVE | ISHARES TR | $413,271 | 0.18% | 1,957 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR