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LAKE STREET FINANCIAL LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LAKE STREET FINANCIAL LLC
报告期 2026-03-31 · CIK 0001772031
持仓数
270
前50大市值合计
$571.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q2
21Q4 调仓
2021-06-30 → 2021-12-31 · 共 150 项
建仓 62
增持 75
减持 8
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$17.1M
255,984
+24%
增持
SPY
SPDR S&P 500 ETF TR
+$9.5M
22,819
+608%
增持
EMHY
ISHARES INC
+$6.6M
67,634
+39%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
MSFT
MICROSOFT CORP
+$6.0M
50,272
+26%
增持
NVDA
NVIDIA CORPORATION
+$4.9M
41,946
+355%
清仓
IVV
ISHARES TR
-$4.2M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE-TRADED FD
+$4.2M
96,317
+212%
建仓
—
WALGREENS BOOTS ALLIANCE
+$3.9M
74,993
清仓
KWEB
KRANESHARES TR
-$3.6M
0
-100%
减持
IEMG
ISHARES INC
-$3.5M
24,429
-67%
增持
VTV
VANGUARD INDEX FDS
+$3.5M
90,405
+27%
减持
MCHI
ISHARES TR
-$3.2M
43,602
-40%
建仓
EMXC
ISHARES INC
+$3.2M
52,372
增持
GOOG
ALPHABET INC
+$3.0M
3,070
+32%
增持
QQQ
INVESCO QQQ TR
+$2.9M
27,845
+21%
增持
DLN
WISDOMTREE TR
+$2.6M
168,812
+138%
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
10,848
+19%
增持
VUG
VANGUARD INDEX FDS
+$2.4M
38,206
+12%
建仓
FDX
FEDEX CORP
+$2.4M
9,279
建仓
—
PIONEER NAT RESOURCES CO
+$2.3M
12,900
建仓
COMB
GRANITESHARES ETF TR
+$2.3M
88,413
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.3M
23,554
+383%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$2.2M
114,557
+61%
建仓
HYLB
DBX ETF TR
+$2.0M
51,434
减持
GLD
SPDR GOLD TR
-$2.0M
38,944
-25%
建仓
VOO
VANGUARD INDEX FDS
+$2.0M
4,627
增持
GOOGL
ALPHABET INC
+$2.0M
2,743
+13%
清仓
JNK
SPDR SER TR
-$2.0M
0
-100%
建仓
GDX
VANECK ETF TR
+$2.0M
61,734
增持
PFE
PFIZER INC
+$1.9M
52,040
+75%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.9M
18,144
+127%
增持
NEE
NEXTERA ENERGY INC
+$1.9M
65,153
+14%
增持
QCOM
QUALCOMM INC
+$1.8M
17,656
+72%
增持
HD
HOME DEPOT INC
+$1.7M
7,448
+76%
清仓
—
1LIFE HEALTHCARE INC
-$1.5M
0
-100%
减持
—
CANOPY GROWTH CORP
-$1.5M
57,021
-31%
增持
MCD
MCDONALDS CORP
+$1.4M
19,816
+19%
增持
IWR
ISHARES TR
+$1.4M
82,070
+21%
建仓
TRUP
TRUPANION INC
+$1.4M
10,593
增持
AMZN
AMAZON COM INC
+$1.4M
4,252
+14%
增持
FTNT
FORTINET INC
+$1.4M
8,415
+23%
建仓
XLE
SELECT SECTOR SPDR TR
+$1.3M
24,232
建仓
GBCI
GLACIER BANCORP NEW
+$1.3M
22,274
增持
NFLX
NETFLIX INC
+$1.3M
4,389
+68%
建仓
OIH
VANECK ETF TR
+$1.2M
6,639
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
10,210
+208%
增持
BX
BLACKSTONE GROUP INC
+$1.2M
27,955
+13%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
50,738
+16%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
27,467
+30%
增持
BAC
BK OF AMERICA CORP
+$1.1M
57,966
+68%
增持
—
ACCENTURE PLC IRELAND
+$1.1M
3,242
+377%
建仓
ET
ENERGY TRANSFER L P
+$1.1M
130,327
建仓
XOP
SPDR SER TR
+$1.0M
10,704
增持
CVS
CVS HEALTH CORP
+$1.0M
39,710
+6%
建仓
CRWD
CROWDSTRIKE HOLDS INC
+$1.0M
4,924
建仓
MS
MONRGAN STANLEY
+$1.0M
10,224
增持
PANW
PALO ALTO NETWORKS INC
+$995.0K
3,456
+38%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$989.0K
0
-100%
增持
TSLA
TESLA INC
+$987.0K
1,995
+21%
增持
IEFA
ISHARES TR
+$978.0K
33,839
+64%
增持
VGK
VANGUARD INTL EQUITY INDEX FD
+$973.0K
49,281
+40%
建仓
GM
GENERAL MOTORS CO
+$969.0K
16,525
建仓
VEA
VANGUARD TAX-MANAGED INTL FD
+$951.0K
18,616
增持
UNH
UNITEDHEALTH GROUP INC
+$943.0K
2,594
+192%
建仓
IAU
ISHARES GOLD TR
+$923.0K
26,527
建仓
JPIB
J P MORGAN EXCHANGE-TRADED F
+$896.0K
17,692
建仓
XLI
SELECT SECTOR SPDR TR
+$856.0K
8,092
增持
—
EXXON MOBIL CORP
+$853.0K
17,801
+377%
建仓
IWB
ISHARES TR
+$844.0K
3,192
建仓
XLB
SELECT SECTOR SPDR TR
+$828.0K
9,139
增持
TXN
TEXAS INSTRS INC
+$793.0K
6,545
+183%
建仓
VTI
VANGUARD INDEX FDS
+$774.0K
3,205
建仓
XLK
SELECT SECTOR SPDR TR
+$771.0K
4,435
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$769.0K
4,954
增持
LLY
LILLY ELI & CO
+$765.0K
6,691
+43%
建仓
CME
CME GROUP INC
+$760.0K
3,328
增持
CVX
CHEVRON CORP NEW
+$739.0K
15,960
+49%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$738.0K
10,877
建仓
MOAT
VANECK ETF TR
+$737.0K
9,683
建仓
EOG
EOG RES INC
+$728.0K
8,200
增持
CSCO
CISCO SYS INC
+$722.0K
31,823
+31%
建仓
PAVE
GLOBAL X FDS
+$716.0K
24,881
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$712.0K
12,544
+16%
增持
IVW
ISHARES TR
+$710.0K
23,163
+38%
增持
SHOP
SHOPIFY INC
+$704.0K
1,127
+93%
建仓
—
ASML HOLDING N V
+$693.0K
870
增持
PEP
PEPSICO INC
+$679.0K
8,128
+64%
减持
LQD
ISHARES TR
-$669.0K
2,974
-63%
增持
UBER
UBER TECHNOLOGIES INC
+$667.0K
81,711
+50%
增持
CRM
SALESFORCE COM INC
+$658.0K
15,758
+15%
建仓
ADP
AUTOMATIC DATA PROCESSING
+$653.0K
2,649
减持
V
VISA INC COM
-$650.0K
19,811
-6%
增持
VZ
VERIZON COMMUNICATIONS
+$648.0K
101,218
+24%
增持
AMD
ADVANCED MICRO DEVICES INC
+$644.0K
10,909
+10%
增持
FMB
FIRST TR EXCH TRADED FD III
+$644.0K
40,022
+40%
增持
GS
GOLDMAN SACHS GROUP INC
+$642.0K
9,777
+18%
增持
IWF
ISHARES TR
+$639.0K
3,940
+90%
增持
SBUX
STARBUCKS CORP
+$636.0K
38,992
+13%
建仓
BA
BOEING CO
+$635.0K
3,155
增持
JPST
J P MORGAN EXCHANGE-TRADED FD
+$627.0K
60,206
+27%
增持
ULTA
ULTA BEAUTY INC
+$620.0K
6,782
+9%
建仓
CARR
CARRIER GLOBAL CORP
+$608.0K
11,212
增持
MRK
MERCK & CO. INC
+$591.0K
14,768
+113%
增持
—
LAM RESEARCH CORP
+$588.0K
1,626
+77%
建仓
RSP
INVESCO EXCHANGE TRADED FD
+$575.0K
3,533
建仓
F
FORD MTR CO DEL
+$568.0K
27,328
增持
NSC
NORFOLK SOUTHN CORP
+$561.0K
8,161
+18%
增持
FCX
FREEPORT-MCMORAN INC
+$545.0K
55,508
+16%
增持
AVGO
BROADCOM INC
+$535.0K
2,247
+10%
建仓
APD
AIR PRODS & CHEMS INC
+$535.0K
1,758
建仓
ORCL
ORACLE CORP
+$532.0K
6,103
减持
RQI
COHEN & STEERS QUALITY INCOME
+$528.0K
287,070
-3%
建仓
NULV
NUSHARES ETF TR
+$527.0K
13,569
增持
IVE
ISHARES TR
+$523.0K
8,499
+56%
建仓
EFA
ISHARES TR
+$509.0K
6,478
建仓
PNC
PNC FINANCIAL SVS GRP
+$508.0K
2,533
建仓
IUSV
ISHARES TR
+$506.0K
6,629
增持
PYPL
PAYPAL HLDGS INC
+$496.0K
22,447
+74%
增持
TIP
ISHARES TR
+$495.0K
43,237
+8%
增持
ABBV
ABBVIE INC
+$493.0K
8,486
+48%
增持
TDOC
TELADOC HEALTH INC
-$491.0K
12,523
+26%
建仓
MRVL
MARVEL TECHNOLOGIES INC
+$488.0K
5,581
增持
IVOL
KRANESHARES TR
+$487.0K
119,206
+21%
建仓
TFI
SPDR SER TR NUVEEN BLMBRG MU
+$476.0K
9,201
建仓
COP
CONOCOPHILLIPS
+$470.0K
6,516
增持
ABT
ABBOTT LABS
+$466.0K
9,876
+25%
建仓
MRNA
MODERNA
+$457.0K
1,799
建仓
DOV
DOVER CORP
+$452.0K
2,490
建仓
ADI
ANALOG DEVICES
+$450.0K
2,558
建仓
SONO
SONOS INC
+$446.0K
14,982
减持
AGG
ISHARES TR
-$446.0K
34,833
-9%
建仓
ONEQ
FIDELITY COMWLTH TR
+$444.0K
7,290
增持
TJX
TJX COS INC NEW
+$437.0K
11,229
+83%
增持
MPT
MEDICAL PPTYS TRUST INC
+$432.0K
109,246
+3%
增持
KMI
KINDER MORGAN INC DEL
+$430.0K
152,432
+41%
建仓
IEF
ISHARES TR
+$424.0K
3,687
建仓
DES
WISDOMTREE TR
+$422.0K
12,852
建仓
LOW
LOWES
+$413.0K
1,596
建仓
VO
VANGUARD INDEX FDS
+$406.0K
1,595
增持
XLV
SELECT SECTOR SPDR TR
+$405.0K
7,261
+49%
建仓
CAT
CATERPILER INC
+$382.0K
1,850
建仓
BAX
BAXTER INTL INC
+$381.0K
4,442
增持
DIS
DISNEY WALT CO
+$380.0K
11,125
+47%
建仓
KRE
SPDR SER TR
+$376.0K
5,312
建仓
SHW
SHERWIN WILLIAMS CO
+$375.0K
1,065
建仓
TROW
PRICE T ROWE GROUP INC
+$374.0K
1,903
增持
—
ETF MGRS ALTERNATIVE
-$363.0K
39,294
+1%
建仓
SPHD
INVESCO EXCHANGE TRADED FD
+$361.0K
7,979
增持
C
CITIGROUP INC
+$359.0K
16,018
+87%
建仓
WFC
WELLS FARGO CO NEW
+$358.0K
7,453
