Lifelong Wealth Advisors, Inc.
CIK 2051717 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $425.6M
- 持仓
- 99
- 截至
- 2026年6月30日
按 13F 价值排名第 4205（共 9443） · 前 44.5%
投资组合价值同比（季度）：+13.1% 13F不披露现金
- 前十大持仓权重
- 71.87%
- 前二十五大持仓权重
- 88.24%
- 持仓高于 1%
- 19
- 有效持仓数量
- 10.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 10.7% 估计买入 $45362002 · 卖出 $42915775
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 86.1% 仍持有
- 新仓位
- 13
- 增加
- 41
- 减少
- 36
- 已结清
- 4
看跌期权名义敞口：0.3% 看跌期权 13F以标的资产名义价值报告期权头寸——可能包含对冲，不一定是看跌头寸
本页内容
行业细分
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%
其他/未映射
94.3%
完整投资组合 99 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $82644448 | 19.42% | 940424 | $21371550 | 上涨 ×4 | ||
| GSLC | $77191954 | 18.14% | 544027 | $8592160 | 下跌 ×1 | ||
| JBND JPMorgan Active Bond ETF | $37400222 | 8.79% | 699070 | $1412499 | 上涨 ×4 | ||
| FMDE | $29894286 | 7.02% | 736675 | $2508301 | 下跌 ×1 | ||
| AVUV | $27271921 | 6.41% | 218595 | $2467409 | 下跌 ×3 | ||
| DYNF | $11012126 | 2.59% | 161919 | $1137002 | 下跌 ×1 | ||
| IYW | $10985631 | 2.58% | 43554 | $1729945 | 下跌 ×6 | ||
| HELO | $10121774 | 2.38% | 149775 | $679263 | 上涨 ×2 | ||
| IVW | $9850594 | 2.31% | 71625 | $2143392 | 上涨 ×3 | ||
| IVE | $9522019 | 2.24% | 41936 | $175464 | 下跌 ×1 | ||
| IAU | $7618128 | 1.79% | 100889 | $-378777 | 上涨 ×1 | ||
| CORO iShares International Country Rotation Active ETF | $6674486 | 1.57% | 182363 | 上涨 ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $6243965 | 1.47% | 135297 | $2747975 | 上涨 ×2 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $6108490 | 1.44% | 80259 | 上涨 ×1 | |||
| BAI | $5815596 | 1.37% | 110311 | $1985587 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $5042346 | 1.18% | 34407 | $-14707 | 上涨 ×1 | ||
| IVV | $4834834 | 1.14% | 6456 | $636653 | 上涨 ×5 | ||
| SCHZ | $4566535 | 1.07% | 197429 | $264986 | 上涨 ×4 | ||
| SPMO | $4311993 | 1.01% | 26693 | $662140 | 下跌 ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $3476536 | 0.82% | 21241 | $500106 | 上涨 ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $3271786 | 0.77% | 64955 | 上涨 ×1 | |||
| THRO | $3090127 | 0.73% | 71680 | $-593701 | 下跌 ×1 | ||
| SHLD | $3027118 | 0.71% | 50697 | $1066763 | 上涨 ×2 | ||
| AVEM | $2951067 | 0.69% | 30584 | $-257387 | 下跌 ×1 | ||
| XTEN | $2659582 | 0.62% | 58350 | $-578868 | 下跌 ×1 | ||
| GOVT | $2522504 | 0.59% | 110733 | $2071314 | 上涨 ×3 | ||
| MBB iShares MBS ETF | $2521929 | 0.59% | 26681 | $177217 | 上涨 ×5 | ||
| AAPL Apple Inc. - Common Stock | $2211135 | 0.52% | 7641 | $322826 | 上涨 ×3 | ||
| ACWI iShares MSCI ACWI ETF | $1935754 | 0.45% | 12332 | $229375 | |||
| QUAL | $1857256 | 0.44% | 8464 | $-3373109 | 下跌 ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $1784156 | 0.42% | 63606 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1642976 | 0.39% | 4405 | $165460 | 上涨 ×6 | ||
| GGOV | $1450766 | 0.34% | 28848 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1426122 | 0.34% | 1189 | $346312 | 上涨 ×3 | ||
| IWP | $1249609 | 0.29% | 8535 | $58477 | 下跌 ×6 | ||
| LCTU | $1151659 | 0.27% | 14367 | $107735 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1114101 | 0.26% | 5568 | $143739 | 上涨 ×6 | ||
| GBIL | $1100430 | 0.26% | 10987 | $509972 | 上涨 ×1 | ||
| EAGG | $932555 | 0.22% | 19670 | $127581 | 上涨 ×1 | ||
| FTEC | $886277 | 0.21% | 3103 | $236528 | 下跌 ×1 | ||
| DSI | $885951 | 0.21% | 6222 | $146571 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $839601 | 0.20% | 700 | 卖出期权 | $195762 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $820869 | 0.19% | 1975 | $428784 | 上涨 ×5 | ||
| GLDM | $733920 | 0.17% | 9241 | $-974727 | 下跌 ×2 | ||
| EFV | $709504 | 0.17% | 9269 | $-5826974 | 下跌 ×3 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $686763 | 0.16% | 29664 | $-185899 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $679360 | 0.16% | 1901 | $179293 | 上涨 ×6 | ||
| MMM 3M Company Common Stock | $665229 | 0.16% | 4109 | $88022 | 上涨 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $663707 | 0.16% | 1578 | $94929 | 上涨 ×5 | ||
| MUB | $628393 | 0.15% | 5839 | $7203 | 下跌 ×1 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $625328 | 0.15% | 9004 | $166285 | 上涨 ×1 | ||
| IEMG | $619560 | 0.15% | 7479 | $-4861771 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $616990 | 0.14% | 579 | $166843 | 下跌 ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $595683 | 0.14% | 10892 | $23716 | 下跌 ×1 | ||
| XEL Xcel Energy Inc. - Common Stock | $575510 | 0.14% | 7167 | $-22514 | 下跌 ×3 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $570219 | 0.13% | 1194 | $166707 | |||
| BINC | $542661 | 0.13% | 10368 | $-1278109 | 下跌 ×1 | ||
| INTC Intel Corporation - Common Stock | $532409 | 0.13% | 3813 | 上涨 ×1 | |||
| TGT Target Corporation Common Stock | $530146 | 0.12% | 4059 | $39044 | 上涨 ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $529785 | 0.12% | 549 | $-449615 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $500752 | 0.12% | 2101 | $148567 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $495622 | 0.12% | 3625 | $-111097 | 上涨 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $470636 | 0.11% | 1332 | $88538 | |||
| BRKB | $464362 | 0.11% | 928 | $32124 | 上涨 ×1 | ||
| IEFA | $451898 | 0.11% | 4679 | $32925 | 上涨 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $432569 | 0.10% | 1719 | $64576 | 上涨 ×1 | ||
| ARKF | $427707 | 0.10% | 10839 | $15717 | |||
| JMST | $411672 | 0.10% | 8072 | $-262437 | 下跌 ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $403888 | 0.09% | 16162 | 上涨 ×1 | |||
| EFG | $399912 | 0.09% | 3214 | $1741 | 下跌 ×1 | ||
| XLG | $398669 | 0.09% | 6511 | $-7173035 | 下跌 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $386000 | 0.09% | 400 | 卖出期权 | $-554224 | 下跌 ×1 | |
| NUBD | $385990 | 0.09% | 17438 | $-20009 | 下跌 ×2 | ||
| EVUS | $380136 | 0.09% | 10827 | $55390 | 上涨 ×2 | ||
| SYSB | $363205 | 0.09% | 4094 | $23492 | 上涨 ×2 | ||
| IJR | $358169 | 0.08% | 2415 | $57090 | 下跌 ×3 | ||
| AOA | $356240 | 0.08% | 3650 | $33163 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $341082 | 0.08% | 1343 | $30154 | 上涨 ×3 | ||
| NULG | $337835 | 0.08% | 2886 | $18727 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $333553 | 0.08% | 883 | $79136 | 上涨 ×4 | ||
| GLW Corning Incorporated Common Stock | $330782 | 0.08% | 1295 | 上涨 ×1 | |||
| WFC Wells Fargo & Company Common Stock | $302767 | 0.07% | 3664 | $12455 | 上涨 ×3 | ||
| NUDM | $302231 | 0.07% | 7552 | $78782 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $295773 | 0.07% | 2017 | $827 | 下跌 ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $294408 | 0.07% | 3480 | ||||
| NULV | $292641 | 0.07% | 5854 | $2442 | 下跌 ×1 | ||
| VTI | $291727 | 0.07% | 788 | $38811 | |||
| JPM JP Morgan Chase & Co. Common Stock | $291261 | 0.07% | 890 | $38967 | 上涨 ×4 | ||
| OTTR Otter Tail Corporation - Common Stock | $284697 | 0.07% | 3164 | $6993 | |||
| MA Mastercard Incorporated Common Stock | $271181 | 0.06% | 528 | $11358 | 上涨 ×2 | ||
| ICSH | $269743 | 0.06% | 5333 | $-213 | |||
| LMT Lockheed Martin Corporation Common Stock | $256258 | 0.06% | 503 | $-13300 | 上涨 ×2 | ||
| SPY SPY | $247928 | 0.06% | 332 | $32015 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $244568 | 0.06% | 821 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $237723 | 0.06% | 323 | ||||
| META Meta Platforms, Inc. - Class A Common Stock | $224189 | 0.05% | 398 | $15934 | 上涨 ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $221624 | 0.05% | 192 | 上涨 ×1 | |||
| ABT Abbott Laboratories Common Stock | $220861 | 0.05% | 2434 | $-30989 | 下跌 ×1 | ||
| VOO | $216345 | 0.05% | 315 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SPYM | $82644448 | 19.42% | 上涨 ×4 |
| JBND | $37400222 | 8.79% | 上涨 ×4 |
| IVW | $9850594 | 2.31% | 上涨 ×3 |
| IVV | $4834834 | 1.14% | 上涨 ×5 |
| SCHZ | $4566535 | 1.07% | 上涨 ×4 |
| GOVT | $2522504 | 0.59% | 上涨 ×3 |
| MBB | $2521929 | 0.59% | 上涨 ×5 |
| AAPL | $2211135 | 0.52% | 上涨 ×3 |
| MSFT | $1642976 | 0.39% | 上涨 ×6 |
| LLY | $1426122 | 0.34% | 上涨 ×3 |
| NVDA | $1114101 | 0.26% | 上涨 ×6 |
| UNH | $820869 | 0.19% | 上涨 ×5 |
| GOOGL | $679360 | 0.16% | 上涨 ×6 |
| TSLA | $663707 | 0.16% | 上涨 ×5 |
| XOM | $495622 | 0.12% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| CORO | $6674486 | 182363 | 1.57% |
| ACWX | $6108490 | 80259 | 1.44% |
| BLCR | $3271786 | 64955 | 0.77% |
| IALT | $1784156 | 63606 | 0.42% |
| GGOV | $1450766 | 28848 | 0.34% |
| INTC | $532409 | 3813 | 0.13% |
| SUSB | $403888 | 16162 | 0.09% |
| GLW | $330782 | 1295 | 0.08% |
| DMXF | $294408 | 3480 | 0.07% |
| MRVL | $244568 | 821 | 0.06% |
| QQQ | $237723 | 323 | 0.06% |
| MU | $221624 | 192 | 0.05% |
| VOO | $216345 | 315 | 0.05% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SPYM | 增持 | +140K | +$21.4M |
| GSLC | 削减 | -4K | +$8.6M |
| QUAL | 削减 | -19K | -$3.4M |
| IUSB | 增持 | +60K | +$2.7M |
| FMDE | 削减 | -25K | +$2.5M |
| AVUV | 削减 | -6K | +$2.5M |
| IVW | 增持 | +3K | +$2.1M |
| BAI | 削减 | -6K | +$2.0M |
| IYW | 削减 | -7K | +$1.7M |
| JBND | 增持 | +30K | +$1.4M |
4 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| EMXC | 2025年6月30日 | 36344 | $2002191 | |
| IAGG | 2026年6月30日 | 33902 | $1696456 | 不再跟踪 |
| HEFA | 2025年6月30日 | 24107 | $874843 | 不再跟踪 |
| TLT | 2025年3月31日 | 9707 | $847737 | |
| EMB | 2026年6月30日 | 5311 | $498862 | |
| GBIL | 2025年12月31日 | 3045 | $305190 | 不再跟踪 |
| ICVT | 2026年6月30日 | 2692 | $274019 | 不再跟踪 |
| DMXF | 2025年12月31日 | 3583 | $271376 | 15.9% |
| GRAL | 2026年3月31日 | 2796 | $239310 | 49.1% |
| TSM | 2025年3月31日 | 1179 | $232841 | 153.1% |
| HD | 2025年12月31日 | 561 | $227312 | -2.5% |
| VZ | 2026年6月30日 | 4393 | $220529 | 16.8% |
| IWF | 2026年3月31日 | 463 | $219138 | 不再跟踪 |
| HON | 2026年3月31日 | 1103 | $215184 | -2.9% |
| CAT | 2025年3月31日 | 579 | $209992 | 149.8% |
| IFRA | 2025年12月31日 | 3919 | $207002 | 不再跟踪 |
| EUSB | 2025年12月31日 | 4709 | $206819 | 不再跟踪 |
| ABT | 2025年12月31日 | 1525 | $204259 | -8.7% |
| QQQ | 2026年3月31日 | 329 | $201819 | |
| ITOT | 2025年6月30日 | 1644 | $200544 | 不再跟踪 |