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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 13
增持 42
减持 67
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
JPM
JPMORGAN CHASE & CO
-$6.0M
0
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.7M
59,906
+1196%
减持
HEDJ
WISDOMTREE TR
-$5.2M
5,071
-94%
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
GOOGL
ALPHABET INC
-$5.0M
38,588
+873%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$4.0M
67,084
减持
GLD
SPDR GOLD TR
-$1.9M
17,845
-36%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$1.8M
56,304
-39%
增持
VZ
VERIZON COMMUNICATIONS
-$1.7M
149,579
+3%
减持
NVDA
NVIDIA CORPORATION
-$1.7M
42,292
-6%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.7M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.5M
53,065
-2%
增持
XPHDX
PIONEER FLOATING RATE TR
+$1.4M
257,250
+192%
减持
FDX
FEDEX CORP
-$1.2M
12,707
-7%
减持
META
META PLATFORMS INC
-$1.1M
19,580
-16%
减持
AAPL
APPLE INC
-$967.0K
231,773
-4%
减持
MCHI
ISHARES TR
-$937.0K
51,309
-8%
增持
VTV
VANGUARD INDEX FDS
-$911.0K
120,670
+1%
建仓
HUM
HUMANA INC
+$883.0K
1,819
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$865.0K
26,050
+226%
增持
BAR
GRANITESHARES GOLD TR
+$810.0K
323,111
+28%
减持
DFIP
DIMENSIONAL ETF TRUST
-$749.0K
56,781
-18%
减持
RQI
COHEN & STEERS QUALITY INCOME
-$738.0K
266,345
-3%
增持
GOOG
ALPHABET INC
-$714.0K
72,062
+1962%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$709.0K
109,526
+17%
增持
CMCSA
COMCAST CORP NEW
-$691.0K
75,427
+2%
增持
DG
DOLLAR GEN CORP NEW
+$629.0K
6,033
+81%
建仓
DVN
DEVON ENERGY CORP NEW
+$611.0K
10,156
增持
DLN
WISDOMTREE TR
-$606.0K
180,913
+1%
增持
MUST
COLUMBIA ETF TR I
+$585.0K
45,524
+205%
清仓
NFLX
NETFLIX INC
-$558.0K
0
-100%
减持
PFE
PFIZER INC
-$542.0K
54,116
-3%
增持
MRK
MERCK & CO. INC
+$539.0K
29,857
+34%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$526.0K
38,874
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$524.0K
23,811
-1%
减持
—
WALGREENS BOOTS ALLIANCE
-$512.0K
73,331
-1%
增持
ADBE
ADOBE SYSTEMS INC
-$500.0K
6,410
+4%
增持
XLV
SELECT SPDR
+$496.0K
19,399
+34%
减持
IEFA
ISHARES TR
-$484.0K
24,198
-19%
减持
XOP
SPDR SER TR
-$471.0K
24,573
-17%
减持
V
VISA INC COM
-$464.0K
17,720
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$462.0K
17,690
-7%
增持
TSLA
TESLA INC
+$460.0K
7,637
+228%
减持
EMXC
ISHARES INC
-$458.0K
58,913
-8%
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$439.0K
10,893
增持
JNJ
JOHNSON & JOHNSON
-$434.0K
35,349
+1%
减持
MCD
MCDONALDS CORP
-$432.0K
19,763
-2%
减持
TIP
ISHARES TR
-$404.0K
9,337
-23%
减持
AGG
ISHARES TR
-$400.0K
31,212
-7%
增持
ET
ENERGY TRANSFER L P
+$368.0K
204,600
+8%
减持
XLB
SECTOR SPDR
-$360.0K
3,921
-54%
减持
BMY
BRISTOL-MYERS SQUIBB C0
-$359.0K
20,903
-13%
增持
INTC
INTEL CORP COM
-$355.0K
33,371
+3%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$354.0K
16,843
减持
IEMG
ISHARES INC
-$353.0K
25,850
-13%
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$344.0K
0
-100%
建仓
DIVO
AMPLIFY ETF TR
+$337.0K
10,540
增持
HYLB
DBX ETF TR
+$332.0K
80,669
+18%
增持
ABBV
ABBVIE INC
-$327.0K
26,209
+4%
建仓
TMUS
T-MOBIL US INC
+$325.0K
2,426
减持
GDX
VANECK ETF TR
-$310.0K
49,551
-10%
清仓
—
J P MORGAN EXCH TRADED FD
-$306.0K
0
-100%
建仓
CMI
CUMMINS INC
+$303.0K
1,491
减持
HYT
BLACKROCK CORPOR HI YLD FD
-$292.0K
180,485
-6%
减持
IVV
ISHARES TR
-$288.0K
13,910
-0%
清仓
SLV
ISHARES SILVER TR
-$281.0K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
-$269.0K
202,750
-7%
减持
EMLC
VANECK ETF TR
-$268.0K
79,075
-7%
减持
SHOP
SHOPIFY INC
-$265.0K
14,765
-30%
清仓
IDV
ISHARES TR
-$265.0K
0
-100%
增持
BX
BLACKSTONE GROUP INC
+$265.0K
42,216
+18%
清仓
CARR
CARRIER GLOBAL CORP
-$257.0K
0
-100%
清仓
PENN
PENN NATL GAMING INC
-$254.0K
0
-100%
清仓
DPZ
DOMINOS PIZZA INC
-$252.0K
0
-100%
清仓
DOV
DOVER CORP
-$252.0K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$251.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$246.0K
11,816
-2%
减持
JPST
J P MORGAN EXCH-TRADED FD
-$246.0K
50,984
-9%
减持
COST
COSTCO WHSL CORP
-$242.0K
8,282
-4%
清仓
BNS
BANK NOVA SCOTIA B C
-$240.0K
0
-100%
清仓
ITA
ISHARES TR
-$237.0K
0
-100%
清仓
WMB
WILLIAMS CO
-$237.0K
0
-100%
减持
TTD
THE TRADE DESK INC
+$235.0K
13,555
-1%
减持
PYPL
PAYPAL HLDGS INC
+$233.0K
19,159
-6%
清仓
EXC
EXELON CORP
-$230.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$223.0K
0
-100%
减持
ATO
ATMOS ENERGY CORP
-$223.0K
17,898
-2%
清仓
—
CANADIAN PAC RY LTD
-$221.0K
0
-100%
清仓
CLF
CLEVELAND-CLIFFS INC
-$220.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
-$219.0K
45,924
+2%
建仓
TJX
TJX COS INC
+$218.0K
3,517
清仓
EFA
ISHARES TR
-$218.0K
0
-100%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$218.0K
4,029
减持
BAC
BK OF AMERICA CORP
-$217.0K
54,098
-9%
清仓
CL
COLGATE PALMOLIVE CO
-$215.0K
0
-100%
清仓
NUMV
NUSHARES ETF TR
-$214.0K
0
-100%
减持
KBWB
INVESCO EXCH TRADED FD TR I
-$211.0K
4,487
-46%
清仓
TROW
PRICE T ROWE GROUP INC
-$211.0K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$211.0K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$210.0K
1,809
减持
MS
MONRGAN STANLEY
-$210.0K
8,498
-27%
建仓
MPC
MARATHON PETE CORP
+$209.0K
2,104
增持
WMT
WALMART INC
+$209.0K
5,480
+33%
建仓
LOW
LOWES COS INC
+$209.0K
1,115
增持
VNQ
VANGUARD INDEX FDS
-$208.0K
20,858
+1%
减持
JPIB
J P MORGAN EXCH-TRADED FD
-$208.0K
40,289
-9%
增持
QQQ
INVESCO QQQ TR
-$207.0K
33,089
+2%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$207.0K
0
-100%
减持
SBUX
STARBUCKS CORP
+$207.0K
40,213
-3%
增持
DE
DEERE & CO
+$205.0K
1,593
+46%
减持
FPE
FIRST TR EXCHANGE-TRADED FD
-$204.0K
125,413
-6%
清仓
DES
WISDOMTREE TR
-$203.0K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$202.0K
0
-100%
清仓
BA
BOEING CO
-$201.0K
0
-100%
减持
AVGO
BROADCOM INC
-$200.0K
2,468
-7%
减持
GS
GOLDMAN SACHS GROUP INC
-$196.0K
10,159
-5%
增持
HD
HOME DEPOT INC
+$194.0K
8,566
+8%
减持
MA
MASTERCARD INCORPORATED
-$194.0K
5,861
-1%
增持
COMB
GRANITESHARES ETF TR
-$194.0K
208,024
+2%
减持
VTR
VENTAS INC
-$188.0K
14,902
-3%
减持
IAU
ISHARES GOLD TR
-$181.0K
22,850
-13%
减持
—
LAM RESEARCH CORP
-$172.0K
2,384
-3%
减持
KRE
SPDR SER TR
-$172.0K
10,958
-22%
减持
TSN
TYSON FOODS INC
-$165.0K
6,895
-4%
减持
XLI
SELECT SPDR
-$164.0K
3,175
-35%
减持
SPYG
SPDR SER TR
-$162.0K
12,809
-17%
增持
EPP
ISHARES INC
-$161.0K
47,611
+2%
减持
BBUS
J P MORGAN EXCH-TRADED FD
-$160.0K
21,723
-6%
增持
SBNY
SIGNATURE BK NEW YORK N Y
-$157.0K
6,943
+3%
增持
—
EATON CORP PLC
+$154.0K
3,419
+43%
减持
VOO
VANGUARD INDEX FDS
-$151.0K
4,337
-4%
减持
JVAL
J P MORGAN EXCH-TRADED FD
-$149.0K
9,977
-28%
增持
IWR
ISHARES TR
-$147.0K
82,351
+1%
增持
QCOM
QUALCOMM INC
-$145.0K
20,716
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$142.0K
6,937
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$141.0K
13,892
+4%
减持
ABT
ABBOTT LABS
-$141.0K
9,324
-3%
增持
APD
AIR PRODS & CHEMS INC
+$138.0K
2,505
+35%
减持
PNC
PNC FINANCIAL SVS GRP
-$137.0K
1,733
-31%
减持
EOG
EOG RES INC
-$131.0K
7,513
-14%
增持
NKE
NIKE INC
-$126.0K
10,620
+8%
增持
TGT
TARGET CORP
+$124.0K
9,044
+5%
增持
ENPH
ENPHASE ENERGY INC
+$120.0K
1,456
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$117.0K
24,146
-7%
减持
TD
TORONTO DOMINION BK ONT
-$115.0K
3,916
-28%
减持
TXN
TEXAS INSTRS INC
-$114.0K
5,920
-12%
减持
HON
HONEYWELL INTL INC
-$112.0K
9,607
-3%
减持
FCX
FREEPORT-MCMORAN INC
-$110.0K
55,379
-0%
减持
VBR
VANGUARD INDEX FDS
-$109.0K
3,742
-13%
减持
—
PIONEER NAT RESOURCES CO
-$104.0K
13,673
-0%
减持
—
ACCENTURE PLC IRELAND
-$103.0K
2,791
-6%
