Lifestyle Asset Management, Inc. 13F 持仓 · 2026年Q2
Lifestyle Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 129 只证券，申报市值合计 3.72 亿美元。前几大持仓：SPY（16.34%）、AVDE（5.68%）、CWB（4.00%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $60.8M | 16.34% | 81,416 | 增持 |
| 2 | AVDE | AMERICAN CENTY ETF TR | $21.1M | 5.68% | 236,820 | 增持 |
| 3 | CWB | SPDR SERIES TRUST | $14.9M | 4.00% | 137,965 | 新建仓 |
| 4 | SPMO | INVESCO EXCH TRADED FD TR II | $14.8M | 3.99% | 91,872 | 减持 |
| 5 | QQQ | INVESCO QQQ TR | $14.6M | 3.93% | 19,866 | 增持 |
| 6 | SPDW | SPDR INDEX SHS FDS | $12.7M | 3.42% | 252,199 | 增持 |
| 7 | QQH | NORTHERN LTS FD TR III | $9.9M | 2.65% | 115,143 | 增持 |
| 8 | AGG | ISHARES TR | $9.8M | 2.64% | 99,359 | 减持 |
| 9 | CARY | ANGEL OAK FUNDS TRUST | $9.7M | 2.62% | 469,008 | 新建仓 |
| 10 | FSCC | FEDERATED HERMES ETF TRUST | $9.2M | 2.46% | 245,392 | 增持 |
| 11 | IEF | ISHARES TR | $9.0M | 2.43% | 95,567 | 减持 |
| 12 | XOM | EXXON MOBIL CORP | $8.8M | 2.35% | 64,039 | 减持 |
| 13 | LGH | NORTHERN LTS FD TR III | $8.5M | 2.29% | 133,414 | 增持 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $8.3M | 2.22% | 38,908 | 增持 |
| 15 | IWM | ISHARES TR | $6.4M | 1.73% | 21,366 | 增持 |
| 16 | WDC | WESTERN DIGITAL CORP | $6.1M | 1.63% | 9,474 | 减持 |
| 17 | GPIX | GOLDMAN SACHS ETF TR | $6.0M | 1.61% | 107,780 | 增持 |
| 18 | AVEM | AMERICAN CENTY ETF TR | $5.5M | 1.48% | 57,235 | 增持 |
| 19 | EFAA | INVESCO ACTIVELY MANAGED EXC | $5.1M | 1.37% | 91,302 | 增持 |
| 20 | FIX | COMFORT SYS USA INC | $4.3M | 1.16% | 2,170 | 减持 |
| 21 | MU | MICRON TECHNOLOGY INC | $4.3M | 1.16% | 3,730 | 减持 |
| 22 | AAPL | APPLE INC | $4.2M | 1.13% | 14,539 | 增持 |
| 23 | FTNT | FORTINET INC | $4.2M | 1.12% | 27,226 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $4.0M | 1.08% | 20,063 | 增持 |
| 25 | GLD | SPDR GOLD TR | $3.4M | 0.92% | 9,300 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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