Lifeworks Advisors, LLC
- SEC CIK
- 0001882132
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/15 申報。只含多頭部位。
- 持股檔數
- 109
- 2021 年第 3 季沒有申報
- 總值
- $1.26 億
- 2021 年第 3 季沒有申報
Lifeworks Advisors, LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Mairs & Power Minnesota Municipal Bond ETF89834G836 | ETF | 7,992 | $20.1 萬 | 0.2% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,591 | $20.8 萬 | 0.2% | – | – | – |
| HONHoneywell International Inc | COM | 1,025 | $21.4 萬 | 0.2% | – | – | 歷史 |
| XELXcel Energy Inc | Stock | 3,237 | $21.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,525 | $22.1 萬 | 0.2% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 3,925 | $23.3 萬 | 0.2% | – | – | – |
| CGNXCognex Corp | COM | 3,000 | $23.3 萬 | 0.2% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,803 | $23.9 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,029 | $24.8 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 859 | $25.7 萬 | 0.2% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 2,634 | $27.3 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,678 | $27.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,698 | $30.0 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 4,171 | $30.2 萬 | 0.2% | – | – | – |
| TECHBIO-TECHNE Corp | COM | 600 | $31.0 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 8,027 | $33.8 萬 | 0.3% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 8,766 | $34.3 萬 | 0.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,050 | $34.5 萬 | 0.3% | – | – | 歷史 |
| SYYSysco Corp | Stock | 4,694 | $36.9 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 12,674 | $38.6 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 1,788 | $38.7 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 4,740 | $39.3 萬 | 0.3% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 597 | $39.8 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,426 | $41.9 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 13,094 | $42.0 萬 | 0.3% | – | – | – |
| TRMBTrimble Inc. | COM | 5,085 | $44.3 萬 | 0.4% | – | – | 歷史 |
| GLWCorning Inc | COM | 12,212 | $45.5 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 15,429 | $45.7 萬 | 0.4% | – | – | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 5,016 | $46.3 萬 | 0.4% | – | – | 歷史 |
| CECelanese Corp | Stock | 2,774 | $46.6 萬 | 0.4% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,391 | $47.7 萬 | 0.4% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 2,102 | $47.9 萬 | 0.4% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,151 | $50.8 萬 | 0.4% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 3,238 | $51.0 萬 | 0.4% | – | – | 歷史 |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 9,177 | $51.3 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,518 | $51.5 萬 | 0.4% | – | – | – |
| KLACKLA Corp | COM NEW | 1,216 | $52.3 萬 | 0.4% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 729 | $52.4 萬 | 0.4% | – | – | 歷史 |
| EMNEastman Chemical Co | Stock | 4,345 | $52.5 萬 | 0.4% | – | – | 歷史 |
| NTAPNetApp, Inc. | Stock | 5,772 | $53.1 萬 | 0.4% | – | – | 歷史 |
| HPQHP Inc | Stock | 14,626 | $55.1 萬 | 0.4% | – | – | 歷史 |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 12,094 | $56.4 萬 | 0.4% | – | – | – |
| CATCaterpillar Inc | Stock | 2,731 | $56.5 萬 | 0.5% | – | – | 歷史 |
| CMICummins Inc | Stock | 2,630 | $57.4 萬 | 0.5% | – | – | 歷史 |
| Fidelity Covington Trust316092204 | MSCI CONSM DIS | 6,677 | $58.9 萬 | 0.5% | – | – | – |
| SWKSSkyworks Solutions, Inc. | Stock | 3,824 | $59.3 萬 | 0.5% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,416 | $60.0 萬 | 0.5% | – | – | 歷史 |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 11,864 | $60.9 萬 | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 4,576 | $61.2 萬 | 0.5% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 3,566 | $61.6 萬 | 0.5% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 961 | $61.8 萬 | 0.5% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,592 | $64.0 萬 | 0.5% | – | – | 歷史 |
| PCARPaccar Inc | COM | 7,582 | $66.9 萬 | 0.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,064 | $70.8 萬 | 0.6% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 5,199 | $70.8 萬 | 0.6% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,803 | $70.9 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 246 | $71.3 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,506 | $71.3 萬 | 0.6% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 4,841 | $77.3 萬 | 0.6% | – | – | 歷史 |
| ZBRAZebra Technologies Corp | CL A | 1,396 | $83.1 萬 | 0.7% | – | – | 歷史 |
| JNPRJuniper Networks Inc | COM | 23,906 | $85.4 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 258 | $86.0 萬 | 0.7% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 1,864 | $86.4 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,155 | $86.6 萬 | 0.7% | – | – | 歷史 |
| EBAYeBay Inc | COM | 13,115 | $87.2 萬 | 0.7% | – | – | 歷史 |
| CMECME Group Inc. | COM | 3,927 | $89.7 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,904 | $91.2 萬 | 0.7% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,857 | $91.6 萬 | 0.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,917 | $96.3 萬 | 0.8% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 10,370 | $96.6 萬 | 0.8% | – | – | 歷史 |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 17,283 | $97.1 萬 | 0.8% | – | – | – |
| INTCIntel Corp | Stock | 20,141 | $103.7 萬 | 0.8% | – | – | 歷史 |
| BABoeing Co | Stock | 5,190 | $104.5 萬 | 0.8% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,877 | $106.5 萬 | 0.8% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,923 | $121.3 萬 | 1.0% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 5,534 | $124.5 萬 | 1.0% | – | – | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 1,703 | $128.7 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 26,680 | $130.3 萬 | 1.0% | – | – | – |
| QCOMQualcomm Inc | Stock | 7,280 | $133.1 萬 | 1.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 15,476 | $135.0 萬 | 1.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 8,784 | $136.1 萬 | 1.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,311 | $138.5 萬 | 1.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 18,184 | $139.4 萬 | 1.1% | – | – | 歷史 |
| CLXClorox Co | Stock | 8,391 | $146.3 萬 | 1.2% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 5,502 | $149.5 萬 | 1.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 5,460 | $150.8 萬 | 1.2% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 11,133 | $152.3 萬 | 1.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 10,525 | $152.3 萬 | 1.2% | – | – | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 3,512 | $164.7 萬 | 1.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 10,095 | $165.1 萬 | 1.3% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 10,553 | $165.1 萬 | 1.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 28,661 | $169.7 萬 | 1.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 10,043 | $174.5 萬 | 1.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 31,238 | $184.4 萬 | 1.5% | – | – | 歷史 |
| DLTRDollar Tree, Inc. | COM | 13,527 | $190.1 萬 | 1.5% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 11,911 | $194.9 萬 | 1.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,245 | $206.4 萬 | 1.6% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 9,398 | $225.5 萬 | 1.8% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 11,525 | $256.4 萬 | 2.0% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 40,662 | $319.9 萬 | 2.5% | – | – | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | $1,000 | $9,000 |