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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 13
增持 6
减持 36
清仓 95
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$35.6M
56,528
-78%
清仓
VTV
VANGUARD INDEX FDS
-$13.3M
0
-100%
建仓
IVV
ISHARES TR
+$12.3M
27,192
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。
清仓
VUG
VANGUARD INDEX FDS
-$12.3M
0
-100%
清仓
DLN
WISDOMTREE TR
-$11.1M
0
-100%
减持
MSFT
MICROSOFT CORP
-$10.5M
20,882
-58%
减持
AMZN
AMAZON COM INC
-$10.0M
1,292
-70%
减持
NVDA
NVIDIA CORP
-$10.0M
8,744
-79%
清仓
EMHY
ISHARES INC
-$8.8M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$7.4M
10,178
-63%
减持
GOOG
ALPHABET INC
-$7.2M
619
-80%
清仓
IWR
ISHARES TR
-$6.8M
0
-100%
减持
GLD
SPDR GOLD TR
-$6.3M
1,888
-95%
减持
JPM
JPMORGAN CHASE & CO
-$6.2M
13,164
-74%
清仓
JEPI
J P MORGAN EXCHANGE-TRADED FD
-$6.1M
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$5.8M
0
-100%
减持
META
META PLATFORMS INC
-$5.7M
4,902
-76%
清仓
TIP
ISHARES TR
-$5.6M
0
-100%
增持
IJH
ISHARES TR
+$5.5M
23,694
+718%
清仓
VZ
VERIZON COMMUNICATIONS
-$5.3M
0
-100%
清仓
RQI
COHEN & STEERS QUALITY INCOME
-$5.2M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$4.8M
15,681
-76%
清仓
SBUX
STARBUCKS CORP
-$4.6M
0
-100%
清仓
HYT
BLACKROCK CORPOR HI YLD FD
-$4.5M
0
-100%
减持
GOOGL
ALPHABET INC
-$4.3M
1,302
-53%
减持
MCD
MCDONALDS CORP
-$4.2M
4,413
-78%
增持
EFA
ISHARES TR
+$4.2M
63,666
+883%
清仓
CVS
CVS HEALTH CORP
-$4.1M
0
-100%
清仓
AGG
ISHARES TR
-$4.0M
0
-100%
清仓
IWO
ISHARES TR
-$3.9M
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE
-$3.9M
0
-100%
清仓
XPHDX
PIONEER FLOATING RATE TR
-$3.8M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$3.7M
4,328
-60%
清仓
BX
BLACKSTONE GROUP INC
-$3.6M
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$3.6M
5,521
-75%
清仓
EWJ
ISHARES INC
-$3.6M
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$3.5M
44,789
清仓
IWN
ISHARES TR
-$3.5M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$3.4M
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX FD
-$3.4M
0
-100%
减持
CRM
SALESFORCE INC
-$3.2M
3,617
-77%
清仓
IVOL
KRANESHARES TR
-$3.2M
0
-100%
清仓
EMXC
ISHARES INC
-$3.2M
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$3.1M
2,053
-79%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.1M
1,951
-84%
清仓
JPST
J P MORGAN EXCHANGE-TRADED FD
-$3.0M
0
-100%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$3.0M
6,166
减持
SPY
SPDR S&P 500 ETF TR
-$3.0M
17,361
-24%
减持
ADBE
ADOBE SYSTEMS INC
-$2.9M
759
-87%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.8M
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$2.8M
0
-100%
清仓
MCHI
ISHARES TR
-$2.7M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$2.7M
11,453
-58%
减持
FTNT
FORTINET INC
-$2.6M
1,112
-87%
清仓
NFLX
NETFLIX INC
-$2.6M
0
-100%
减持
PFE
PFIZER
-$2.6M
9,025
-83%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$2.6M
0
-100%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.6M
0
-100%
清仓
IEFA
ISHARES TR
-$2.5M
0
-100%
清仓
HEDJ
WISDOMTREE TR
-$2.5M
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$2.4M
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$2.4M
0
-100%
清仓
FDX
FEDEX CORP
-$2.4M
0
-100%
清仓
EPP
ISHARES INC
-$2.4M
0
-100%
清仓
—
PIONEER NAT RESOURCES CO
-$2.3M
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$2.3M
0
-100%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$2.3M
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$2.3M
0
-100%
清仓
COMB
GRANITESHARES ETF TR
-$2.3M
0
-100%
减持
CMCSA
COMCAST CPORP NEW
-$2.3M
21,557
-67%
建仓
EQR
EQUITY RESIDENTIAL
+$2.3M
25,073
清仓
—
JPMORGAN CHASE & CO
-$2.2M
0
-100%
减持
HD
HOME DEPOT INC
-$2.2M
2,944
-60%
建仓
BKNG
BOOKING HOLDINGS INC
+$2.1M
913
减持
QCOM
QUALCOM INC
-$2.1M
7,135
-60%
清仓
TSLA
TESLA INC
-$2.1M
0
-100%
清仓
SHM
SPDR SER TR
-$2.1M
0
-100%
减持
VIG
VANGUARD SPECIALIZED FDS
-$2.1M
6,532
-64%
清仓
HYLB
DBX ETF TR
-$2.0M
0
-100%
清仓
CI
CIGNA CORP NEW
-$2.0M
0
-100%
减持
BAC
BK OF AMERICA CORP
-$2.0M
13,216
-77%
清仓
GDX
VANECK ETF TR
-$2.0M
0
-100%
减持
HON
HONEYWELL INTL INC
-$2.0M
1,555
-86%
清仓
MUB
ISHARES TR
-$1.9M
0
-100%
增持
PFF
ISHARES TR
+$1.9M
58,238
+964%
增持
DE
DEERE & CO
+$1.9M
5,505
+360%
清仓
EMLC
VANECK ETF TR
-$1.8M
0
-100%
清仓
CSQ
CALAMOS STRATEGIC TOTL RETN FD
-$1.7M
0
-100%
清仓
AMLP
ALPS ETF TR
-$1.7M
0
-100%
减持
CVX
CHEVRON
-$1.7M
1,263
-92%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
3,667
+368%
清仓
VTEB
VANGUARD MUN BD FDS
-$1.6M
0
-100%
清仓
NKE
NIKE INC
-$1.6M
0
-100%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$1.6M
3,341
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.6M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.6M
1,086
-77%
清仓
SHOP
SHOPIFY INC
-$1.6M
0
-100%
建仓
PAYX
PAYCHEX INC
+$1.5M
11,020
建仓
PCAR
PACCAR INC
+$1.5M
16,926
清仓
IEMG
ISHARES INC
-$1.5M
0
-100%
清仓
SHYD
VANECK ETF TR
-$1.5M
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$1.5M
1,413
-86%
减持
RTX
RAYTHEON TECHNOLOGIES
-$1.4M
11,682
-61%
清仓
TRUP
TRUPANION INC
-$1.4M
0
-100%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$1.4M
0
-100%
减持
DIS
DISNEY WALT CO
-$1.4M
2,713
-76%
清仓
XLE
SELECT SECTOR SPDR TR
-$1.3M
0
-100%
减持
TGT
TARGET CORP
-$1.3M
3,228
-63%
清仓
IYW
ISHARES TR
-$1.3M
0
-100%
清仓
IVE
ISHARES TR
-$1.3M
0
-100%
清仓
—
MEDTRONIC PLC
-$1.3M
0
-100%
清仓
INTC
INTEL CORP COM
-$1.3M
0
-100%
减持
CSCO
CISCO SYS INC
-$1.3M
13,383
-58%
清仓
GBCI
GLACIER BANCORP NEW
-$1.3M
0
-100%
建仓
TMUS
T-MOBILE
+$1.3M
9,818
清仓
OIH
VANECK ETF TR
-$1.2M
0
-100%
清仓
IWF
ISHARES TR
-$1.2M
0
-100%
减持
IVW
ISHARES TR
-$1.2M
9,745
-58%
清仓
TDOC
TELADOC HEALTH INC
-$1.1M
0
-100%
建仓
GIS
GENERAL MILLS INC
+$1.1M
16,988
清仓
ABBV
ABBVIE INC
-$1.1M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB C0
-$1.1M
0
-100%
清仓
—
EXXON MOBIL CORP
-$1.1M
0
-100%
清仓
IBB
ISHARES TR
-$1.1M
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$1.1M
0
-100%
建仓
AFL
AFLAC
+$1.1M
16,555
清仓
VWO
VANGUARD INTL EQUITY INDEX FD
-$1.1M
0
-100%
清仓
—
CYRUSONE INC
-$1.0M
0
-100%
清仓
XOP
SPDR SER TR
-$1.0M
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$1.0M
0
-100%
清仓
PHO
INVESCO EXCHANGE TRADED FD
-$1.0M
0
-100%
清仓
CRWD
CROWDSTRIKE HOLDS INC
-$1.0M
0
-100%
清仓
HYD
VANECK ETF TR
-$1.0M
0
-100%
清仓
MS
MONRGAN STANLEY
-$1.0M
0
-100%
建仓
WCN
WASTE CONNECTION
+$999.0K
7,133
清仓
LULU
LULULEMON ATHLETICA INC
-$990.0K
0
-100%
清仓
NZF
NUVEEN MUNICIPAL CREDIT INC
-$969.0K
0
-100%
清仓
GM
GENERAL MOTORS CO
-$969.0K
0
-100%
清仓
C
CITIGROUP INC
-$967.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$951.0K
0
-100%
清仓
FITB
FIFTH THIRD BANCORP
-$927.0K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$923.0K
0
-100%
清仓
JPIB
J P MORGAN EXCHANGE-TRADED F
-$896.0K
0
-100%
增持
PLD
PROLOGIS INC
+$887.0K
7,155
+350%
建仓
D
DOMINION ENERGY INC
+$882.0K
10,385
清仓
ABNB
AIRBNB INC
-$872.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$870.0K
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$869.0K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$856.0K
0
-100%
清仓
TJX
TJX COS INC NEW
-$853.0K
0
-100%
