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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 90
增持 32
减持 9
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$23.1M
241,356
+327%
建仓
VTV
VANGUARD INDEX FDS
+$15.8M
119,892
建仓
DLN
WISDOMTREE TR
+$10.6M
179,400
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。
建仓
VUG
VANGUARD INDEX FDS
+$10.0M
45,067
建仓
JEPI
J P MORGAN EXCH-TRADED FD
+$7.5M
135,845
增持
MSFT
MICROSOFT CORP
+$7.5M
54,132
+159%
建仓
VZ
VERIZON COMMUNICATIONS
+$7.4M
145,426
减持
IVV
ISHARES TR
-$7.1M
13,918
-49%
建仓
COMB
GRANITESHARES ETF TR
+$6.2M
204,814
增持
GOOG
ALPHABET INC
+$5.9M
3,494
+464%
减持
IJH
ISHARES TR
-$5.8M
2,377
-90%
建仓
HEDJ
WISDOMTREE TR
+$5.5M
83,910
增持
QQQ
INVESCO QQQ TR
+$5.4M
32,289
+217%
建仓
IWR
ISHARES TR
+$5.3M
81,426
增持
GOOGL
ALPHABET INC
+$5.0M
3,967
+205%
建仓
GSY
INVESCO ACTIVELY MANAGED ETF
+$4.6M
91,955
建仓
BAR
GRANITESHARES GOLD TR
+$4.5M
251,919
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.5M
18,994
+874%
减持
EFA
ISHARES TR
-$4.5M
3,485
-95%
增持
AMZN
AMAZON COM INC
+$4.5M
81,563
+6213%
增持
NVDA
NVIDIA CORPORATION
+$4.4M
44,928
+414%
增持
GLD
SPDR GOLD TR
+$4.4M
27,958
+1381%
增持
JPM
JPMORGAN CHASE & CO
+$4.2M
53,641
+307%
增持
JNJ
JOHNSON & JOHNSON
+$4.2M
34,977
+205%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$4.1M
93,387
建仓
DXJ
WISDOMTREE TR
+$3.9M
63,077
建仓
IVOL
KRANESHARES TR
+$3.9M
154,797
增持
MCD
MCDONALDS CORP
+$3.9M
20,219
+358%
建仓
ABBV
ABBVIE INC
+$3.8M
25,106
建仓
RQI
COHEN & STEERS QUALITY INCOME
+$3.7M
274,770
建仓
KMI
KINDER MORGAN INC DEL
+$3.6M
217,391
建仓
CVS
CVS HEALTH CORP
+$3.6M
38,487
建仓
XOP
SPDR SER TR
+$3.5M
29,598
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$3.5M
0
-100%
建仓
CI
CIGNA CORP NEW
+$3.4M
13,022
建仓
AGG
ISHARES TR
+$3.4M
33,505
建仓
BX
BLACKSTONE GROUP INC
+$3.3M
35,817
建仓
SBUX
STARBUCKS CORP
+$3.2M
41,645
建仓
MCHI
ISHARES TR
+$3.1M
55,926
建仓
IWN
ISHARES TR
+$3.1M
22,866
建仓
FDX
FEDEX CORP
+$3.1M
13,655
建仓
EMXC
ISHARES INC
+$3.1M
64,210
建仓
—
PIONEER NAT RESOURCES CO
+$3.1M
13,741
建仓
DFIP
DIMENSIONAL ETF TRUST
+$3.1M
69,501
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$3.0M
0
-100%
建仓
—
WALGREENS BOOTS ALLIANCE
+$2.8M
74,276
建仓
JPST
J P MORGAN EXCH-TRADED FD
+$2.8M
55,968
增持
META
META PLATFORMS INC
+$2.7M
23,301
+375%
建仓
ULTA
ULTA BEAUTY INC
+$2.7M
6,895
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.6M
38,583
+230%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.5M
10,683
+420%
增持
PFE
PFIZER INC
+$2.4M
55,511
+515%
建仓
HYLB
DBX ETF TR
+$2.3M
68,465
建仓
FPE
FIRST TR EXCHANGE-TRADED FD
+$2.3M
133,378
清仓
EQR
EQUITY RESIDENTIAL
-$2.3M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$2.2M
16,759
+1227%
清仓
BKNG
BOOKING HOLDINGS INC
-$2.1M
0
-100%
清仓
PFF
ISHARES TR
-$2.1M
0
-100%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$2.1M
136,646
建仓
—
JPMORGAN CHASE & CO
+$2.1M
109,350
建仓
EMLC
VANECK ETF TR
+$2.1M
84,619
建仓
ATO
ATMOS ENERGY CORP
+$2.0M
18,248
建仓
JPIB
J P MORGAN EXCH-TRADED FD
+$2.0M
44,512
减持
DE
DEERE & CO
-$2.0M
1,092
-80%
建仓
EPP
ISHARES INC
+$1.9M
46,755
增持
ADBE
ADOBE SYSTEMS INC
+$1.9M
6,184
+715%
增持
CMCSA
COMCAST CORP NEW
+$1.9M
73,968
+243%
建仓
ET
ENERGY TRANSFER L P
+$1.9M
189,230
建仓
VNQ
VANGUARD INDEX FDS
+$1.9M
20,638
建仓
ALL
ALLSTATE CORP
+$1.9M
14,825
建仓
XLE
SELECT SECTOR SPDR TR
+$1.9M
25,961
建仓
XLV
SELECT SECTOR SPDR TR
+$1.9M
14,450
建仓
BMY
BRISTOL-MYERS SQUIBB C0
+$1.8M
23,967
建仓
HYT
BLACKROCK CORPOR HI YLD FD
+$1.8M
192,535
建仓
IEFA
ISHARES TR
+$1.8M
29,893
增持
COST
COSTCO WHSL CORP
+$1.7M
8,665
+100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
20,271
建仓
AMLP
ALPS ETF TR
+$1.7M
48,062
建仓
FCX
FREEPORT-MCMORAN INC
+$1.6M
55,516
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$1.6M
0
-100%
建仓
TSLA
TESLA INC
+$1.6M
2,325
建仓
—
EXXON MOBIL CORP
+$1.6M
18,255
建仓
BBUS
J P MORGAN EXCH-TRADED FD
+$1.6M
22,992
增持
MA
MASTERCARD INCORPORATED
+$1.6M
5,900
+586%
建仓
—
STARWOOD PPTY TR
+$1.5M
73,225
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
12,090
+756%
建仓
GDX
VANECK ETF TR
+$1.5M
54,956
清仓
PAYX
PAYCHEX INC
-$1.5M
0
-100%
清仓
PCAR
PACCAR INC
-$1.5M
0
-100%
建仓
IEMG
ISHARES INC
+$1.5M
29,846
增持
HON
HONEYWELL INTL INC
+$1.4M
9,870
+535%
增持
MRK
MERCK & CO. INC
+$1.4M
22,287
+194%
增持
QCOM
QUALCOMM INC
+$1.4M
19,465
+173%
建仓
TIP
ISHARES TR
+$1.4M
12,137
增持
BAC
BK OF AMERICA CORP
+$1.3M
59,472
+350%
建仓
PAPR
INNOVATOR ETFS TR
+$1.3M
48,251
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.3M
1,590
-57%
增持
HD
HOME DEPOT INC
+$1.3M
7,912
+169%
建仓
—
MEDTRONIC PLC
+$1.3M
14,287
清仓
TMUS
T-MOBILE
-$1.3M
0
-100%
减持
—
BLACKROCK INC
-$1.2M
826
-64%
建仓
GBCI
GLACIER BANCORP NEW
+$1.2M
26,000
建仓
INTC
INTEL CORP COM
+$1.2M
32,468
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
15,840
+142%
建仓
SBNY
SIGNATURE BK NEW YORK N Y
+$1.2M
6,723
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
23,933
+38%
建仓
IVE
ISHARES TR
+$1.2M
8,584
清仓
PLD
PROLOGIS INC
-$1.2M
0
-100%
清仓
GIS
GENERAL MILLS INC
-$1.1M
0
-100%
建仓
FXH
FIRST TR EXCHANGE-TRADED FD
+$1.1M
10,970
增持
VOO
VANGUARD INDEX FDS
+$1.1M
4,540
+318%
清仓
AFL
AFLAC
-$1.1M
0
-100%
建仓
PMAY
INNOVATOR ETFS TR
+$1.0M
38,049
建仓
PMAR
INNOVATOR ETFS TR
+$1.0M
35,186
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.0M
13,347
建仓
NKE
NIKE INC
+$1.0M
9,874
清仓
WCN
WASTE CONNECTION
-$999.0K
0
-100%
建仓
CSQ
CALAMOS STRATEGIC TOTL RETN FD
+$994.0K
75,800
建仓
EOG
EOG RES INC
+$970.0K
8,786
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$966.0K
6,844
清仓
EW
EDWARDS LIFESCIENCES CORP
-$945.0K
0
-100%
建仓
CMDY
ISHARES U S ETF TR
+$908.0K
15,596
建仓
IAU
ISHARES GOLD TR
+$901.0K
26,273
清仓
D
DOMINION ENERGY INC
-$882.0K
0
-100%
建仓
MS
MONRGAN STANLEY
+$881.0K
11,582
清仓
VRSK
VERISK ANALYTICS INC
-$852.0K
0
-100%
建仓
PAVE
GLOBAL X FDS
+$842.0K
36,958
建仓
IYW
ISHARES TR
+$823.0K
10,297
清仓
NEM
NEWMONT CORP
-$819.0K
0
-100%
建仓
KRE
SPDR SER TR
+$817.0K
14,067
建仓
IWF
ISHARES TR
+$814.0K
3,722
减持
WMT
WALMART INC
-$813.0K
4,126
-53%
建仓
KO
COCA COLA CO
+$809.0K
12,857
建仓
SPYG
SPDR SER TR
+$804.0K
15,388
建仓
VTR
VENTAS INC
+$787.0K
15,302
建仓
BBIN
J P MORGAN EXCH-TRADED FD
+$785.0K
16,595
建仓
XPHDX
PIONEER FLOATING RATE TR
+$784.0K
88,250
增持
PYPL
PAYPAL HLDGS INC
+$777.0K
20,279
+267%
清仓
LUV
SOUTHWEST AIRLS CO
-$775.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$769.0K
37,563
增持
CSCO
CISCO SYS INC
+$764.0K
35,417
+165%
建仓
FITB
FIFTH THIRD BANCORP
+$744.0K
22,146
建仓
VWO
VANGUARD TAX-MANAGED INTL FD
+$738.0K
17,716
减持
DUK
DUKE ENERGY CORP NEW
-$674.0K
5,082
-53%
建仓
SHOP
SHOPIFY INC
+$663.0K
21,220
减持
UNP
UNION PAC CORP
-$658.0K
2,392
-44%
建仓
OHI
OMEGA HEALTHCARE INV INC
+$654.0K
23,185
清仓
AAP
ADVANCE AUTO PARTS INC
-$649.0K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$646.0K
4,315
建仓
TRUP
TRUPANION INC
+$638.0K
10,593
