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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 75
减持 46
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$6.1M
222,130
-6%
减持
NVDA
NVIDIA CORPORATION
+$5.2M
40,250
-2%
增持
VNQ
VANGUARD INDEX FDS
+$5.0M
79,310
+306%
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。
减持
VOO
VANGUARD INDEX FDS
-$2.7M
7,295
-53%
增持
META
META PLATFORMS INC
+$2.6M
19,110
+55%
建仓
TDTT
FLEXSHARES TR
+$2.6M
105,696
建仓
STWD
STARWOOD PPTY TR
+$2.5M
140,600
增持
GOOG
ALPHABET INC
+$2.5M
88,968
+16%
减持
MSFT
MICROSOFT CORP
+$2.4M
53,553
-1%
清仓
—
STARWOOD PPTY TR
-$2.4M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$2.1M
35,989
+2%
减持
F
FORD MTR CO DEL
-$1.9M
25,016
-73%
减持
CI
THE CIGNA GROUP
-$1.8M
8,814
-28%
增持
—
MEDTRONIC PLC
+$1.8M
34,959
+167%
清仓
HUM
HUMANA INC
-$1.8M
0
-100%
增持
COMB
GRANITESHARES ETF TR
+$1.6M
289,029
+43%
增持
EMLC
VANECK ETF TR
+$1.6M
135,988
+78%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
41,546
+1%
减持
DBMF
LITMAN GREGORY FDS TR
-$1.5M
26,989
-65%
增持
FDX
FEDEX CORP
+$1.5M
12,285
+65%
增持
MCHI
ISHARES TR
+$1.5M
96,485
+37%
清仓
SBNY
SIGNATURE BK NEW YORK N Y
-$1.4M
0
-100%
增持
TLT
ISHARES TR
+$1.3M
25,666
+77%
建仓
—
BANK AMERICA CORP
+$1.2M
1,065
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
30,869
-7%
增持
VZ
VERIZON COMMUNICATIONS
+$1.1M
137,844
+27%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.0M
104,639
+20%
增持
AGG
ISHARES TR
+$1.0M
59,079
+18%
减持
PFE
PFIZER INC
-$932.7K
46,261
-16%
增持
JEPI
J P MORGAN EXCH-TRADED FD
+$913.4K
179,349
+10%
增持
EMXC
ISHARES INC
+$912.2K
109,366
+16%
增持
BAR
GRANITESHARES GOLD TR
+$897.5K
413,047
+4%
增持
HYLB
DBX ETF TR
+$880.7K
136,537
+19%
清仓
IVE
ISHARES TR
-$876.0K
0
-100%
增持
XPHDX
PIONEER FLOATING RATE TR
+$856.3K
483,600
+27%
减持
AMZN
AMAZON COM INC
+$814.8K
68,386
-8%
增持
LQD
ISHARES TR
+$755.8K
24,693
+33%
减持
EOG
EOG RES INC
-$740.7K
5,948
-46%
增持
PANW
PALO ALTO NETWORKS INC
+$731.7K
12,089
+0%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$719.2K
23,398
+191%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$712.8K
59,603
+13%
建仓
FR
FIRST INDL RLTY TR INC
+$702.6K
13,207
增持
FPE
FIRST TR EXCHANGE-TRADED FD
+$672.5K
192,380
+28%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$660.1K
2,095
增持
MPT
MEDICAL PPTYS TRUST INC
-$615.4K
285,721
+7%
增持
TIP
ISHARES TR
+$595.7K
16,536
+43%
增持
—
CHUBB LIMITED
+$582.5K
7,745
+85%
减持
TSLA
TESLA INC
+$574.7K
6,854
-0%
增持
PYPL
PAYPAL HLDGS INC
+$569.6K
14,517
+94%
增持
DXJ
WISDOMTREE TR
+$549.2K
64,538
+3%
减持
IVW
ISHARES TR
-$542.6K
3,947
-71%
减持
UNH
UNITEDHEALTH GROUP INC
-$515.2K
2,448
-22%
增持
DE
DEERE & CO
+$512.3K
4,323
+46%
增持
IWR
ISHARES TR
+$509.9K
88,785
+5%
建仓
—
SEAGEN INC
+$477.8K
2,360
减持
GOOGL
ALPHABET INC
+$471.2K
37,291
-3%
增持
JEPQ
P MORGAN EXCHNGE TRADED FD
+$456.3K
43,843
+18%
减持
BX
BLACKSTONE GROUP INC
+$456.1K
40,286
-3%
增持
CVS
CVS HEALTH CORP
-$455.0K
51,653
+12%
增持
IWO
ISHARES TR
+$430.4K
11,670
+13%
增持
DLN
WISDOMTREE TR
+$418.1K
183,927
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$399.0K
19,730
-2%
增持
GLD
SPDR GOLD TR
+$392.9K
14,272
+9%
减持
GS
GOLDMAN SACHS GROUP INC
-$384.4K
9,259
-7%
增持
ET
ENERGY TRANSFER L P
+$381.0K
265,208
+8%
增持
DVN
DEVON ENERGY CORP NEW
+$378.4K
33,568
+56%
减持
XOP
SPDR SER TR
-$362.7K
19,667
-7%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$343.8K
131,912
+5%
增持
—
PIONEER NAT RESOURCES CO
+$343.3K
17,601
+24%
增持
ADBE
ADOBE SYSTEMS INC
+$332.5K
6,561
+1%
建仓
OXY
OCCIDENTALN PETE CORP
+$323.4K
5,181
减持
AMD
ADVANCED MICRO DEVICES INC
+$310.0K
12,322
-11%
建仓
KHC
KRAFT HEINZ CO
+$309.3K
7,999
减持
CVX
CHEVRON CORP NEW
-$308.9K
15,171
-2%
减持
IVV
ISHARES TR
+$308.7K
13,314
-1%
增持
CSCO
CISCO SYS INC
+$295.4K
41,413
+6%
减持
V
VISA INC COM
+$289.5K
17,829
-1%
增持
BBUS
J P MORGAN EXCH-TRADED FD
+$288.6K
29,172
+8%
增持
COWZ
PACER FDS TR
+$285.7K
14,625
+69%
增持
VTV
VANGUARD INDEX FDS
+$274.6K
134,361
+3%
减持
QCOM
QUALCOMM INC
+$266.9K
18,639
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$264.1K
22,570
+36%
建仓
NFLX
NETFLIX INC
+$247.0K
715
减持
HD
HOME DEPOT INC
-$246.2K
8,555
-2%
建仓
HCA
HCA HEALTHCARE INC
+$245.8K
932
减持
COST
COSTCO WHSL CORP
+$242.9K
8,103
-2%
增持
WMT
WALMART INC
+$242.8K
10,081
+15%
减持
COP
CONOCOPHILLIPS
-$240.4K
5,355
-18%
增持
PAVE
GLOBAL X FDS
+$237.0K
63,452
+8%
清仓
IJR
ISHARES TR
-$235.7K
0
-100%
增持
EPP
ISHARES INC
+$232.7K
53,454
+9%
增持
BBIN
J P MORGAN EXCH-TRADED FD
+$232.2K
25,629
+11%
清仓
FLOT
ISHARES TR
-$232.0K
0
-100%
减持
GBCI
GLACIER BANCORP NEW
-$231.0K
24,500
-4%
建仓
GM
GENERAL MOTORS CO
+$222.7K
6,071
建仓
BABA
ALIBABA GROUP HLDG LTD
+$221.4K
2,167
建仓
MSI
MOTOROLA SOLUTIONS INC
+$219.1K
766
增持
—
EATON CORP PLC
+$219.0K
5,488
+19%
清仓
—
PROSHARES TR
-$218.8K
0
-100%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$216.9K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$215.4K
1,320
清仓
EXC
EXELON
-$214.5K
0
-100%
减持
TTD
THE TRADE DESK INC
+$214.4K
13,585
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$212.8K
28,860
+2%
增持
CME
CME GROUP INC
+$210.2K
6,096
+7%
清仓
BAX
BAXTER INTL INC
-$209.5K
0
-100%
增持
ABBV
ABBVIE INC
+$207.5K
40,471
+5%
增持
DGX
QUEST DIAGNOSTICS INC
-$207.1K
16,001
+1023%
清仓
DPZ
DOMINOS PIZZA INC
-$206.8K
0
-100%
增持
BAC
BANK AMERICA CORP
-$201.8K
55,853
+3%
增持
IWN
ISHARES TR
+$201.3K
25,562
+7%
建仓
VDC
VANGUARD WORLD FDS
+$200.9K
1,038
建仓
DOV
DOVER CORP
+$200.4K
1,319
建仓
VXF
VANGUARD INDEX FDS
+$200.1K
1,427
增持
TMUS
T-MOBIL US INC
+$198.8K
7,819
+17%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$196.8K
37,712
-2%
增持
DUK
DUKE ENERGY CORP NEW
+$196.4K
8,060
+43%
增持
FMB
FIRST TR EXCHANGE-TRADED FD
+$194.4K
29,002
+13%
减持
ULTA
ULTA BEAUTY INC
+$192.8K
5,658
-8%
清仓
SONO
SONOS INC
-$191.7K
0
-100%
减持
CUBE
CUBESMART
+$186.3K
35,931
-2%
增持
JPIB
J P MORGAN EXCH-TRADED FD
+$186.1K
42,790
+7%
减持
CMCSA
COMCAST CORP NEW
+$185.3K
70,604
-1%
增持
—
WALGREENS BOOTS ALLIANCE
-$184.6K
73,952
+1%
减持
ABT
ABBOTT LABS
-$179.2K
8,177
-11%
增持
HON
HONEYWELL INTL INC
-$178.3K
10,092
+3%
减持
KMI
KINDER MORGAN INC DEL
-$176.9K
199,047
-2%
增持
TGT
TARGET CORP
+$173.6K
9,424
+1%
增持
DG
DOLLAR GEN CORP NEW
-$172.7K
10,518
+9%
增持
IQLT
ISHARES TR
+$170.0K
38,634
+5%
增持
ALL
ALLSTATE CORP
-$168.2K
16,151
+12%
减持
FITB
FIFTH THIRD BANCORP
-$164.0K
17,511
-9%
减持
AVGO
BROADCOM INC
+$154.9K
2,439
-3%
增持
RQI
COHEN & STEERS QUALITY INCOME
+$154.4K
292,855
+1%
减持
IYW
ISHARES TR
+$150.0K
9,902
-4%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$144.7K
71,500
+22%
减持
MCD
MCDONALDS CORP
+$130.6K
19,081
-3%
增持
—
JPMORGAN CHASE & CO
+$126.8K
115,100
+3%
减持
ISRG
INTUITIVE SURGICAL INC
-$124.8K
998
-30%
增持
DIS
DISNEY WALT CO
+$123.5K
7,238
+5%
减持
IEMG
ISHARES INC
-$123.2K
18,685
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$121.6K
17,669
-2%
增持
—
EXXON MOBIL CORP
+$117.4K
18,190
+7%
增持
SHY
ISHARES TR
+$106.5K
6,139
+25%
减持
GD
GENERAL DYNAMICS CORP
-$104.7K
1,557
-16%
减持
TXN
TEXAS INSTRS INC
+$104.7K
5,663
-1%
减持
APD
AIR PRODS & CHEMS INC
-$104.1K
2,028
-9%
增持
PH
PARKER-HANNIFIN CORP
+$102.4K
1,147
+18%
增持
HPE
HEWLETT PACKARD ENTERPRISE CO
+$99.0K
17,284
+56%
减持
ATO
ATMOS ENERGY CORP
-$93.4K
17,166
-5%
