Lifetime Wealth Management P.C. 13F 持仓 · 2026年Q2
Lifetime Wealth Management P.C. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 1.71 亿美元。前几大持仓：EWZS（6.27%）、KSPI（5.96%）、PBRA（5.58%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | EWZS | ISHARES TR | $10.7M | 6.27% | 827,834 | 增持 |
| 2 | KSPI | KASPI KZ JSC | $10.2M | 5.96% | 117,826 | 增持 |
| 3 | PBRA | PETROLEO BRASILEIRO S A | $9.6M | 5.58% | 652,933 | 减持 |
| 4 | BIL | SPDR SERIES TRUST | $9.4M | 5.49% | 102,627 | 减持 |
| 5 | VALE | VALE S A | $7.7M | 4.47% | 509,278 | 减持 |
| 6 | CNQ | CANADIAN NAT RES LTD MED TER | $7.2M | 4.22% | 182,966 | 减持 |
| 7 | QQQ | INVESCO QQQ TR | $6.1M | 3.55% | 8,262 | 减持 |
| 8 | PHYS | SPROTT ASSET MANAGEMENT LP | $5.7M | 3.34% | 189,860 | 减持 |
| 9 | SFM | SPROUTS FMRS MKT INC | $5.4M | 3.14% | 63,645 | 增持 |
| 10 | LEMB | ISHARES INC | $4.8M | 2.81% | 113,623 | 增持 |
| 11 | BTI | BRITISH AMERN TOB PLC | $4.3M | 2.49% | 69,143 | 减持 |
| 12 | CPA | COPA HOLDINGS SA | $4.3M | 2.48% | 27,320 | 减持 |
| 13 | NE | NOBLE CORP PLC | $4.0M | 2.33% | 107,145 | 减持 |
| 14 | ABBV | ABBVIE INC | $3.8M | 2.25% | 15,284 | 减持 |
| 15 | WIP | SPDR SERIES TRUST | $3.7M | 2.18% | 94,782 | 增持 |
| 16 | HCC | WARRIOR MET COAL INC | $3.2M | 1.85% | 39,087 | 增持 |
| 17 | XOM | EXXON MOBIL CORP | $3.0M | 1.75% | 21,930 | 减持 |
| 18 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $2.8M | 1.66% | 58,054 | 减持 |
| 19 | TIP | ISHARES TR | $2.8M | 1.62% | 25,363 | 增持 |
| 20 | IQLT | ISHARES TR | $2.7M | 1.55% | 53,687 | 增持 |
| 21 | BLDG | CAMBRIA ETF TR | $2.3M | 1.36% | 86,548 | 增持 |
| 22 | IDMO | INVESCO EXCH TRADED FD TR II | $2.2M | 1.27% | 36,078 | 增持 |
| 23 | EPD | ENTERPRISE PRODS PARTNERS L | $2.1M | 1.22% | 56,890 | 减持 |
| 24 | NE/WS | NOBLE CORP PLC | $2.1M | 1.20% | 113,500 | 减持 |
| 25 | DGS | WISDOMTREE TR | $1.9M | 1.11% | 29,315 | 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