LifeWealth Investments, LLC 13F 持仓 · 2026年Q2
LifeWealth Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 136 只证券，申报市值合计 3.74 亿美元。前几大持仓：IWY（10.93%）、IWX（7.03%）、SCEC（6.00%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $40.9M | 10.93% | 140,725 | 增持 |
| 2 | IWX | ISHARES TR | $26.3M | 7.03% | 249,969 | 增持 |
| 3 | SCEC | CAPITOL SER TR | $22.4M | 6.00% | 896,531 | 增持 |
| 4 | BUFF | INNOVATOR ETFS TRUST | $19.6M | 5.23% | 371,319 | 增持 |
| 5 | EFV | ISHARES TR | $13.2M | 3.52% | 171,963 | 增持 |
| 6 | IWS | ISHARES TR | $12.7M | 3.40% | 77,276 | 增持 |
| 7 | EFG | ISHARES TR | $11.8M | 3.16% | 94,973 | 增持 |
| 8 | AAPL | APPLE INC | $11.5M | 3.06% | 39,585 | 增持 |
| 9 | IAU | ISHARES GOLD TR | $10.4M | 2.78% | 137,841 | 增持 |
| 10 | VTIP | VANGUARD MALVERN FDS | $10.4M | 2.77% | 206,411 | 减持 |
| 11 | IEMG | ISHARES INC | $9.9M | 2.65% | 119,829 | 增持 |
| 12 | IJH | ISHARES TR | $8.5M | 2.27% | 110,312 | 增持 |
| 13 | SCNM | STERLING CAP FDS | $7.7M | 2.07% | 307,572 | 增持 |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | $7.4M | 1.97% | 60,828 | 增持 |
| 15 | NVDA | NVIDIA CORPORATION | $7.3M | 1.95% | 36,447 | 增持 |
| 16 | TLT | ISHARES TR | $7.1M | 1.89% | 82,019 | 增持 |
| 17 | PDI | PIMCO DYNAMIC INCOME FD | $6.1M | 1.62% | 362,648 | 减持 |
| 18 | SMH | VANECK ETF TRUST | $5.5M | 1.47% | 8,407 | 新建仓 |
| 19 | COWZ | PACER FDS TR | $5.4M | 1.43% | 86,052 | 增持 |
| 20 | AMZN | AMAZON COM INC | $4.9M | 1.31% | 20,560 | 减持 |
| 21 | VNLA | JANUS DETROIT STR TR | $4.9M | 1.30% | 99,359 | 减持 |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.8M | 1.28% | 85,004 | 减持 |
| 23 | IWP | ISHARES TR | $4.2M | 1.12% | 28,562 | 增持 |
| 24 | SCEP | STERLING CAP FDS | $4.0M | 1.06% | 159,232 | 减持 |
| 25 | VXUS | VANGUARD STAR FDS | $3.9M | 1.04% | 45,650 | 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