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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 25
增持 63
减持 39
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
JCPB
J P MORGAN EXCH-TRADED FD
-$5.6M
6,219
-90%
建仓
JPM
JPMORGAN CHASE & CO
+$4.4M
32,911
增持
VOO
VANGUARD INDEX FDS
+$4.0M
15,513
+258%
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
IVOL
KRANESHARES TR
-$3.8M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$3.4M
130,241
+8%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$2.8M
0
-100%
增持
ABBV
ABBVIE INC
+$2.7M
38,621
+47%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$2.7M
52,661
+1061%
减持
AMZN
AMAZON COM INC
-$2.4M
74,384
-2%
清仓
DFIP
DIMENSIONAL ETF TRUST
-$2.3M
0
-100%
建仓
DBMF
LITMAN GREGORY FDS TR
+$2.2M
77,065
建仓
IWO
ISHARES TR
+$2.2M
10,333
建仓
LQD
ISHARES TR
+$2.0M
18,503
增持
EMXC
ISHARES INC
+$1.9M
94,426
+60%
增持
AGG
ISHARES TR
+$1.9M
50,194
+61%
增持
BAR
GRANITESHARES GOLD TR
+$1.8M
397,616
+23%
增持
F
FORD MTR CO DEL
+$1.8M
92,090
+168%
增持
DIVO
AMPLIFY ETF TR
+$1.7M
56,725
+438%
建仓
JEPQ
P MORGAN EXCHNGE TRADED FD
+$1.5M
37,227
增持
AAPL
APPLE INC
-$1.5M
235,141
+1%
建仓
CUBE
CUBESMART
+$1.5M
36,631
减持
COMB
GRANITESHARES ETF TR
-$1.5M
202,031
-3%
建仓
TLT
ISHARES TR
+$1.4M
14,477
减持
VZ
VERIZON COMMUNICATIONS
-$1.4M
108,823
-27%
增持
JEPI
J P MORGAN EXCH-TRADED FD
+$1.3M
162,493
+9%
增持
HYLB
DBX ETF TR
+$1.2M
114,627
+42%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.2M
87,252
+30%
减持
TSLA
TESLA INC
-$1.2M
6,884
-10%
减持
META
META PLATFORMS INC
-$1.2M
12,367
-37%
增持
MCHI
ISHARES TR
+$1.2M
70,440
+37%
增持
MRK
MERCK & CO. INC
+$1.1M
33,428
+12%
增持
XPHDX
PIONEER FLOATING RATE TR
+$1.1M
382,100
+49%
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
7,490
-61%
减持
JPST
J P MORGAN EXCH-TRADED FD
-$1.1M
29,590
-42%
减持
VUG
VANGUARD INDEX FDS
-$1.0M
41,244
-10%
增持
MPT
MEDICAL PPTYS TRUST INC
+$973.0K
266,071
+58%
减持
DLN
WISDOMTREE TR
+$962.6K
176,911
-2%
增持
DG
DOLLAR GEN CORP NEW
+$939.4K
9,690
+61%
建仓
PCTY
PAYLOCITY HLDG CORP
+$891.8K
4,591
增持
HUM
HUMANA INC
+$879.4K
3,441
+89%
增持
—
STARWOOD PPTY TR
+$878.4K
133,300
+55%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$853.3K
18,055
+2%
增持
IQLT
ISHARES TR
+$851.7K
36,839
+199%
减持
NVDA
NVIDIA CORPORATION
+$848.0K
40,934
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$826.7K
20,076
-16%
增持
FTSL
FLEXSHARES TR
+$796.9K
126,120
+15%
增持
CVS
CVS HEALTH CORP
+$752.3K
46,067
+24%
增持
DE
DEERE & CO
+$740.6K
2,968
+86%
建仓
JGRO
J P MORGAN EXCHNGE TRADED FD
+$736.6K
16,581
增持
DVN
DEVON ENERGY CORP NEW
+$709.5K
21,468
+111%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$708.0K
38,553
-1%
增持
PAVE
GLOBAL X FDS
+$694.8K
58,599
+56%
增持
ET
ENERGY TRANSFER L P
+$669.2K
246,521
+20%
清仓
KRE
SPDR SER TR
-$645.0K
0
-100%
减持
MCD
MCDONALDS CORP
+$644.6K
19,746
-0%
增持
KO
COCA COLA CO
+$643.9K
22,283
+61%
清仓
SPYG
SPDR SER TR
-$642.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$634.7K
54,177
+2%
增持
TMUS
T-MOBIL US INC
+$608.7K
6,669
+175%
减持
SBUX
STARBUCKS CORP
+$595.1K
40,144
-0%
减持
FDX
FEDEX CORP
-$592.1K
7,468
-41%
清仓
LIT
GLOBAL X FDS
-$591.0K
0
-100%
增持
EOG
EOG RES INC
+$583.6K
10,984
+46%
增持
V
VISA INC COM
+$582.3K
17,955
+1%
增持
IWR
ISHARES TR
+$579.9K
84,473
+3%
增持
QQQ
INVESCO QQQ TR
+$568.8K
35,346
+7%
减持
FCX
FREEPORT-MCMORAN INC
+$565.1K
54,692
-1%
减持
CI
CIGNA CORP NEW
+$551.7K
12,323
-3%
减持
GLD
SPDR GOLD TR
-$537.9K
13,101
-27%
增持
WMT
WALMART INC
+$532.6K
8,771
+60%
增持
—
CHUBB LIMITED
+$531.4K
4,177
+95%
建仓
JAVA
J P MORGAN EXCHNGE TRADED FD
+$527.2K
10,290
增持
EELV
INVESCO EXCH TRADED FD TR II
+$525.9K
38,231
+127%
增持
HON
HONEYWELL INTL INC
+$503.2K
9,833
+2%
清仓
JETS
ETF SER SOLUTIONS
-$488.0K
0
-100%
增持
BBUS
J P MORGAN EXCH-TRADED FD
+$458.4K
27,085
+25%
清仓
MUB
ISHARES TR
-$456.0K
0
-100%
清仓
TSN
TYSON FOODS INC
-$455.0K
0
-100%
增持
PFE
PFIZER INC
+$452.1K
55,038
+2%
减持
BX
BLACKSTONE GROUP INC
-$450.4K
41,539
-2%
减持
CVX
CHEVRON CORP NEW
+$445.2K
15,513
-5%
增持
—
WALGREENS BOOTS ALLIANCE
+$438.9K
73,390
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$436.2K
9,940
-2%
增持
ADBE
ADOBE SYSTEMS INC
+$431.9K
6,524
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$425.1K
24,741
+2%
增持
NKE
NIKE INC
+$412.6K
11,072
+4%
增持
HD
HOME DEPOT INC
+$407.1K
8,773
+2%
清仓
ABNB
AIRBNB INC
-$405.0K
0
-100%
建仓
COWZ
PACER FDS TR
+$400.9K
8,669
建仓
SHY
ISHARES TR
+$397.8K
4,901
建仓
IDV
ISHARES TR
+$368.3K
13,562
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$362.8K
12,240
+76%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$361.2K
16,919
+4%
增持
LLY
LILLY ELI & CO
+$360.4K
6,878
+3%
减持
MA
MASTERCARD INCORPORATED
+$357.5K
5,822
-1%
增持
PEP
PEPSICO INC
+$353.6K
9,522
+14%
清仓
TFI
SPDR SER TR
-$352.0K
0
-100%
增持
—
JPMORGAN CHASE & CO
+$347.3K
111,600
+8%
减持
—
EXXON MOBIL CORP
+$345.4K
17,021
-3%
清仓
SHM
SPDR SER TR
-$342.0K
0
-100%
增持
MUST
COLUMBIA ETF TR I
+$341.4K
60,884
+34%
增持
RQI
COHEN & STEERS QUALITY INCOME
+$340.4K
290,125
+9%
建仓
CALF
PACER FDS TR
+$339.6K
9,444
减持
—
MEDTRONIC PLC
-$328.9K
13,087
-21%
减持
DIS
DISNEY WALT CO
-$325.8K
6,920
-30%
增持
EPP
ISHARES INC
+$322.1K
49,262
+3%
清仓
XLC
SELECT SECTOR SPDR TR
-$322.0K
0
-100%
增持
AVGO
BROADCOM INC
+$314.1K
2,522
+2%
增持
XLRE
SELECT SECTOR SPDR TR
+$306.1K
23,582
+50%
增持
FPE
FORD MOTORDEL
+$303.8K
149,745
+19%
增持
BBIN
J P MORGAN EXCH-TRADED FD
+$303.2K
23,135
+16%
清仓
JVAL
J P MORGAN EXCH-TRADED FD
-$297.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$295.3K
11,793
-0%
减持
GOOGL
ALPHABET INC
-$294.0K
38,499
-0%
减持
CSCO
CISCO SYS INC
+$291.5K
39,241
-1%
增持
—
PIONEER NAT RESOURCES CO
+$290.6K
14,240
+4%
减持
KMI
KINDER MORGAN INC DEL
+$288.2K
202,531
-0%
增持
IWN
ISHARES TR
+$285.3K
23,806
+2%
减持
IEFA
ISHARES TR
-$284.1K
16,075
-34%
减持
CRWD
CROWDSTRIKE HOLDS INC
-$284.1K
2,688
-22%
清仓
GM
GENERAL MOTORS CO
-$283.0K
0
-100%
减持
XLV
SELECT SPDR
-$280.6K
15,226
-22%
减持
CMCSA
COMCAST CORP NEW
+$279.3K
71,233
-6%
增持
—
BLACKROCK INC
+$275.8K
1,023
+25%
减持
ULTA
ULTA BEAUTY INC
+$269.6K
6,173
-6%
清仓
XLB
SECTOR SPDR
-$267.0K
0
-100%
减持
IVW
ISHARES TR
-$266.3K
13,585
-26%
增持
—
EATON CORP PLC
+$265.3K
4,596
+34%
建仓
BBY
BEST BUY INC
+$255.4K
3,184
增持
TIP
ISHARES TR
+$248.4K
11,531
+23%
减持
IVE
ISHARES TR
-$244.0K
6,038
-31%
清仓
TFC
TRUIST FINL CORP
-$243.0K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$238.0K
0
-100%
建仓
PKG
PACKAGING CORP AMER
+$235.6K
1,842
建仓
WMB
WILLIAMS COS INC
+$234.6K
7,130
减持
QCOM
QUALCOMM INC
-$229.9K
19,202
-7%
建仓
CL
COLGATE PALMOLIVE CO
+$227.9K
2,893
清仓
PSX
PHILLIPS 66
-$223.0K
0
-100%
建仓
DGX
QUEST DIAGNOSTICS INC
+$222.9K
1,425
建仓
BA
BOEING CO
+$221.0K
1,160
清仓
KBWB
INVESCO EXCH TRADED FD TR I
-$220.0K
0
-100%
建仓
—
PROSHARES TR
+$218.8K
13,650
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$218.0K
0
-100%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$216.9K
14,796
建仓
VYM
VANGUARD WHITEHALL FDS
+$215.3K
1,990
建仓
EXC
EXELON
+$214.5K
4,971
清仓
LHX
L3HARRIS TECHNOLOGIES
-$213.0K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$209.0K
0
-100%
减持
IWF
ISHARES TR
-$208.4K
2,621
-28%
建仓
NUMV
NUSHARES ETF TR
+$207.5K
6,974
