Lifelong Wealth Advisors, Inc.
CIK 2051717 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $425.6M
- Posisi
- 99
- Per tanggal
- 30 Juni 2026
#4.205 dari 9.443 berdasarkan nilai 13F · top 44.5%
Nilai portofolio QoQ: +13.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 71,87%
- Bobot 25 kepemilikan teratas
- 88,24%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 10,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 10,7% Perkiraan pembelian $45.362.002 · penjualan $42.915.775
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 86,1% masih dipegang
- Posisi baru
- 13
- Meningkat
- 41
- Menurun
- 36
- Tertutup
- 4
Eksposur put-notional: 0,3% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
3,0%
Healthcare
1,0%
Industrials
0,4%
Communication Services
0,3%
Consumer Discretionary
0,2%
Utilities
0,2%
Retail
0,2%
Energy
0,1%
Financials
0,1%
Consumer products
0,1%
Financial Services
0,1%
Lainnya/Tidak terpetakan
94,3%
Portofolio lengkap 99 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $82.644.448 | 19,42% | 940.424 | $21.371.550 | Naik ×4 | ||
| GSLC | $77.191.954 | 18,14% | 544.027 | $8.592.160 | Turun ×1 | ||
| JBND JPMorgan Active Bond ETF | $37.400.222 | 8,79% | 699.070 | $1.412.499 | Naik ×4 | ||
| FMDE | $29.894.286 | 7,02% | 736.675 | $2.508.301 | Turun ×1 | ||
| AVUV | $27.271.921 | 6,41% | 218.595 | $2.467.409 | Turun ×3 | ||
| DYNF | $11.012.126 | 2,59% | 161.919 | $1.137.002 | Turun ×1 | ||
| IYW | $10.985.631 | 2,58% | 43.554 | $1.729.945 | Turun ×6 | ||
| HELO | $10.121.774 | 2,38% | 149.775 | $679.263 | Naik ×2 | ||
| IVW | $9.850.594 | 2,31% | 71.625 | $2.143.392 | Naik ×3 | ||
| IVE | $9.522.019 | 2,24% | 41.936 | $175.464 | Turun ×1 | ||
| IAU | $7.618.128 | 1,79% | 100.889 | $-378.777 | Naik ×1 | ||
| CORO iShares International Country Rotation Active ETF | $6.674.486 | 1,57% | 182.363 | Naik ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $6.243.965 | 1,47% | 135.297 | $2.747.975 | Naik ×2 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $6.108.490 | 1,44% | 80.259 | Naik ×1 | |||
| BAI | $5.815.596 | 1,37% | 110.311 | $1.985.587 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $5.042.346 | 1,18% | 34.407 | $-14.707 | Naik ×1 | ||
| IVV | $4.834.834 | 1,14% | 6.456 | $636.653 | Naik ×5 | ||
| SCHZ | $4.566.535 | 1,07% | 197.429 | $264.986 | Naik ×4 | ||
| SPMO | $4.311.993 | 1,01% | 26.693 | $662.140 | Turun ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $3.476.536 | 0,82% | 21.241 | $500.106 | Naik ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $3.271.786 | 0,77% | 64.955 | Naik ×1 | |||
| THRO | $3.090.127 | 0,73% | 71.680 | $-593.701 | Turun ×1 | ||
| SHLD | $3.027.118 | 0,71% | 50.697 | $1.066.763 | Naik ×2 | ||
| AVEM | $2.951.067 | 0,69% | 30.584 | $-257.387 | Turun ×1 | ||
| XTEN | $2.659.582 | 0,62% | 58.350 | $-578.868 | Turun ×1 | ||
| GOVT | $2.522.504 | 0,59% | 110.733 | $2.071.314 | Naik ×3 | ||
| MBB iShares MBS ETF | $2.521.929 | 0,59% | 26.681 | $177.217 | Naik ×5 | ||
| AAPL Apple Inc. - Common Stock | $2.211.135 | 0,52% | 7.641 | $322.826 | Naik ×3 | ||
| ACWI iShares MSCI ACWI ETF | $1.935.754 | 0,45% | 12.332 | $229.375 | |||
| QUAL | $1.857.256 | 0,44% | 8.464 | $-3.373.109 | Turun ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $1.784.156 | 0,42% | 63.606 | Naik ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1.642.976 | 0,39% | 4.405 | $165.460 | Naik ×6 | ||
| GGOV | $1.450.766 | 0,34% | 28.848 | Naik ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1.426.122 | 0,34% | 1.189 | $346.312 | Naik ×3 | ||
| IWP | $1.249.609 | 0,29% | 8.535 | $58.477 | Turun ×6 | ||
| LCTU | $1.151.659 | 0,27% | 14.367 | $107.735 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.114.101 | 0,26% | 5.568 | $143.739 | Naik ×6 | ||
| GBIL | $1.100.430 | 0,26% | 10.987 | $509.972 | Naik ×1 | ||
| EAGG | $932.555 | 0,22% | 19.670 | $127.581 | Naik ×1 | ||
| FTEC | $886.277 | 0,21% | 3.103 | $236.528 | Turun ×1 | ||
| DSI | $885.951 | 0,21% | 6.222 | $146.571 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $839.601 | 0,20% | 700 | Opsi jual | $195.762 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $820.869 | 0,19% | 1.975 | $428.784 | Naik ×5 | ||
| GLDM | $733.920 | 0,17% | 9.241 | $-974.727 | Turun ×2 | ||
| EFV | $709.504 | 0,17% | 9.269 | $-5.826.974 | Turun ×3 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $686.763 | 0,16% | 29.664 | $-185.899 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $679.360 | 0,16% | 1.901 | $179.293 | Naik ×6 | ||
| MMM 3M Company Common Stock | $665.229 | 0,16% | 4.109 | $88.022 | Naik ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $663.707 | 0,16% | 1.578 | $94.929 | Naik ×5 | ||
| MUB | $628.393 | 0,15% | 5.839 | $7.203 | Turun ×1 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $625.328 | 0,15% | 9.004 | $166.285 | Naik ×1 | ||
| IEMG | $619.560 | 0,15% | 7.479 | $-4.861.771 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $616.990 | 0,14% | 579 | $166.843 | Turun ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $595.683 | 0,14% | 10.892 | $23.716 | Turun ×1 | ||
| XEL Xcel Energy Inc. - Common Stock | $575.510 | 0,14% | 7.167 | $-22.514 | Turun ×3 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $570.219 | 0,13% | 1.194 | $166.707 | |||
| BINC | $542.661 | 0,13% | 10.368 | $-1.278.109 | Turun ×1 | ||
| INTC Intel Corporation - Common Stock | $532.409 | 0,13% | 3.813 | Naik ×1 | |||
| TGT Target Corporation Common Stock | $530.146 | 0,12% | 4.059 | $39.044 | Naik ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $529.785 | 0,12% | 549 | $-449.615 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $500.752 | 0,12% | 2.101 | $148.567 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $495.622 | 0,12% | 3.625 | $-111.097 | Naik ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $470.636 | 0,11% | 1.332 | $88.538 | |||
| BRKB | $464.362 | 0,11% | 928 | $32.124 | Naik ×1 | ||
| IEFA | $451.898 | 0,11% | 4.679 | $32.925 | Naik ×1 | ||
| ABBV AbbVie Inc. Common Stock | $432.569 | 0,10% | 1.719 | $64.576 | Naik ×1 | ||
| ARKF | $427.707 | 0,10% | 10.839 | $15.717 | |||
| JMST | $411.672 | 0,10% | 8.072 | $-262.437 | Turun ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $403.888 | 0,09% | 16.162 | Naik ×1 | |||
| EFG | $399.912 | 0,09% | 3.214 | $1.741 | Turun ×1 | ||
| XLG | $398.669 | 0,09% | 6.511 | $-7.173.035 | Turun ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $386.000 | 0,09% | 400 | Opsi jual | $-554.224 | Turun ×1 | |
| NUBD | $385.990 | 0,09% | 17.438 | $-20.009 | Turun ×2 | ||
| EVUS | $380.136 | 0,09% | 10.827 | $55.390 | Naik ×2 | ||
| SYSB | $363.205 | 0,09% | 4.094 | $23.492 | Naik ×2 | ||
| IJR | $358.169 | 0,08% | 2.415 | $57.090 | Turun ×3 | ||
| AOA | $356.240 | 0,08% | 3.650 | $33.163 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $341.082 | 0,08% | 1.343 | $30.154 | Naik ×3 | ||
| NULG | $337.835 | 0,08% | 2.886 | $18.727 | Turun ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $333.553 | 0,08% | 883 | $79.136 | Naik ×4 | ||
| GLW Corning Incorporated Common Stock | $330.782 | 0,08% | 1.295 | Naik ×1 | |||
| WFC Wells Fargo & Company Common Stock | $302.767 | 0,07% | 3.664 | $12.455 | Naik ×3 | ||
| NUDM | $302.231 | 0,07% | 7.552 | $78.782 | Naik ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $295.773 | 0,07% | 2.017 | $827 | Turun ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $294.408 | 0,07% | 3.480 | ||||
| NULV | $292.641 | 0,07% | 5.854 | $2.442 | Turun ×1 | ||
| VTI | $291.727 | 0,07% | 788 | $38.811 | |||
| JPM JP Morgan Chase & Co. Common Stock | $291.261 | 0,07% | 890 | $38.967 | Naik ×4 | ||
| OTTR Otter Tail Corporation - Common Stock | $284.697 | 0,07% | 3.164 | $6.993 | |||
| MA Mastercard Incorporated Common Stock | $271.181 | 0,06% | 528 | $11.358 | Naik ×2 | ||
| ICSH | $269.743 | 0,06% | 5.333 | $-213 | |||
| LMT Lockheed Martin Corporation Common Stock | $256.258 | 0,06% | 503 | $-13.300 | Naik ×2 | ||
| SPY SPY | $247.928 | 0,06% | 332 | $32.015 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $244.568 | 0,06% | 821 | Naik ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $237.723 | 0,06% | 323 | ||||
| META Meta Platforms, Inc. - Class A Common Stock | $224.189 | 0,05% | 398 | $15.934 | Naik ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $221.624 | 0,05% | 192 | Naik ×1 | |||
| ABT Abbott Laboratories Common Stock | $220.861 | 0,05% | 2.434 | $-30.989 | Turun ×1 | ||
| VOO | $216.345 | 0,05% | 315 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SPYM | $82.644.448 | 19,42% | naik ×4 |
| JBND | $37.400.222 | 8,79% | naik ×4 |
| IVW | $9.850.594 | 2,31% | naik ×3 |
| IVV | $4.834.834 | 1,14% | naik ×5 |
| SCHZ | $4.566.535 | 1,07% | naik ×4 |
| GOVT | $2.522.504 | 0,59% | naik ×3 |
| MBB | $2.521.929 | 0,59% | naik ×5 |
| AAPL | $2.211.135 | 0,52% | naik ×3 |
| MSFT | $1.642.976 | 0,39% | naik ×6 |
| LLY | $1.426.122 | 0,34% | naik ×3 |
| NVDA | $1.114.101 | 0,26% | naik ×6 |
| UNH | $820.869 | 0,19% | naik ×5 |
| GOOGL | $679.360 | 0,16% | naik ×6 |
| TSLA | $663.707 | 0,16% | naik ×5 |
| XOM | $495.622 | 0,12% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| CORO | $6.674.486 | 182.363 | 1,57% |
| ACWX | $6.108.490 | 80.259 | 1,44% |
| BLCR | $3.271.786 | 64.955 | 0,77% |
| IALT | $1.784.156 | 63.606 | 0,42% |
| GGOV | $1.450.766 | 28.848 | 0,34% |
| INTC | $532.409 | 3.813 | 0,13% |
| SUSB | $403.888 | 16.162 | 0,09% |
| GLW | $330.782 | 1.295 | 0,08% |
| DMXF | $294.408 | 3.480 | 0,07% |
| MRVL | $244.568 | 821 | 0,06% |
| QQQ | $237.723 | 323 | 0,06% |
| MU | $221.624 | 192 | 0,05% |
| VOO | $216.345 | 315 | 0,05% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Beli lebih banyak | +140K | +$21.4M |
| GSLC | Dipangkas | -4K | +$8.6M |
| QUAL | Dipangkas | -19K | -$3.4M |
| IUSB | Beli lebih banyak | +60K | +$2.7M |
| FMDE | Dipangkas | -25K | +$2.5M |
| AVUV | Dipangkas | -6K | +$2.5M |
| IVW | Beli lebih banyak | +3K | +$2.1M |
| BAI | Dipangkas | -6K | +$2.0M |
| IYW | Dipangkas | -7K | +$1.7M |
| JBND | Beli lebih banyak | +30K | +$1.4M |
4 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| EMXC | 30 Juni 2025 | 36.344 | $2.002.191 | |
| IAGG | 30 Juni 2026 | 33.902 | $1.696.456 | Tidak lagi dilacak |
| HEFA | 30 Juni 2025 | 24.107 | $874.843 | Tidak lagi dilacak |
| TLT | 31 Maret 2025 | 9.707 | $847.737 | |
| EMB | 30 Juni 2026 | 5.311 | $498.862 | |
| GBIL | 31 Des. 2025 | 3.045 | $305.190 | Tidak lagi dilacak |
| ICVT | 30 Juni 2026 | 2.692 | $274.019 | Tidak lagi dilacak |
| DMXF | 31 Des. 2025 | 3.583 | $271.376 | 15,9% |
| GRAL | 31 Maret 2026 | 2.796 | $239.310 | 49,1% |
| TSM | 31 Maret 2025 | 1.179 | $232.841 | 153,1% |
| HD | 31 Des. 2025 | 561 | $227.312 | -2,5% |
| VZ | 30 Juni 2026 | 4.393 | $220.529 | 16,8% |
| IWF | 31 Maret 2026 | 463 | $219.138 | Tidak lagi dilacak |
| HON | 31 Maret 2026 | 1.103 | $215.184 | -2,9% |
| CAT | 31 Maret 2025 | 579 | $209.992 | 149,8% |
| IFRA | 31 Des. 2025 | 3.919 | $207.002 | Tidak lagi dilacak |
| EUSB | 31 Des. 2025 | 4.709 | $206.819 | Tidak lagi dilacak |
| ABT | 31 Des. 2025 | 1.525 | $204.259 | -8,7% |
| QQQ | 31 Maret 2026 | 329 | $201.819 | |
| ITOT | 30 Juni 2025 | 1.644 | $200.544 | Tidak lagi dilacak |