Lifeworks Advisors, LLC
- SEC CIK
- 0001882132
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/5 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 312
- 較 2025 年第 1 季 +6
- 總值
- $6.71 億
- 較 2025 年第 1 季 +$6,923 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DUKDuke Energy CORP | Stock | 1,792 | $21.1 萬 | <0.1% | −2−0.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 4,036 | $21.0 萬 | <0.1% | −1,803−30.9% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 7,875 | $20.9 萬 | <0.1% | −151−1.9% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J742 | RAFI STRATGIC US | 4,023 | $20.7 萬 | <0.1% | −642−13.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,029 | $20.1 萬 | <0.1% | +1,029 | 新進 | – |
| DNPDNP Select Income Fund Inc | COM | 15,019 | $14.7 萬 | <0.1% | −1,515−9.2% | 減碼 | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 21,654 | $9.20 萬 | <0.1% | +690+3.3% | 加碼 | 歷史 |
| Tidal Tr II88636J444 | YIELDMAX TSLA OP | 10,000 | $8.17 萬 | <0.1% | +10,000 | 新進 | – |
| UECUranium Energy Corp | COM | 11,583 | $7.88 萬 | <0.1% | −127−1.1% | 減碼 | 歷史 |
| ASMAvino Silver & Gold Mines Ltd | COM | 20,000 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HIVEHIVE Digital Technologies Ltd. | COM NEW | 13,363 | $2.41 萬 | <0.1% | −2,231−14.3% | 減碼 | 歷史 |
| Bitfarms Ltd Com09173B107 | Stock | 20,544 | $1.73 萬 | <0.1% | −2,880−12.3% | 減碼 | – |
2025 年第 1 季之後清倉（21 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FNAParagon 28, Inc. | COM | 200,295 | $261.6 萬 | 0.4% | 歷史 |
| CECelanese Corp | Stock | 31,305 | $177.7 萬 | 0.3% | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 14,316 | $112.9 萬 | 0.2% | – |
| WECWec Energy Group, Inc. | Stock | 4,523 | $49.3 萬 | 0.1% | 歷史 |
| LRCXLam Research Corp | Stock | 6,372 | $46.3 萬 | 0.1% | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 8,306 | $45.8 萬 | 0.1% | – |
| AEPAmerican Electric Power Co Inc | Stock | 3,723 | $40.7 萬 | 0.1% | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,086 | $31.6 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 501 | $30.7 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 3,013 | $29.9 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 5,782 | $28.2 萬 | <0.1% | – |
| WYWeyerhaeuser Co | COM NEW | 8,771 | $25.7 萬 | <0.1% | 歷史 |
| MAMastercard Inc | Stock | 437 | $24.0 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 6,525 | $23.7 萬 | <0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 452 | $22.5 萬 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 506 | $21.7 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 225 | $21.3 萬 | <0.1% | 歷史 |
| CTRACoterra Energy Inc. | Stock | 7,337 | $21.2 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 1,841 | $20.9 萬 | <0.1% | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 5,670 | $20.6 萬 | <0.1% | – |
| GSKGSK plc | ADR | 5,219 | $20.2 萬 | <0.1% | 歷史 |