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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 15
增持 64
减持 59
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$5.0M
214,597
-3%
减持
NVDA
NVIDIA CORPORATION
+$3.9M
35,578
-12%
减持
MSFT
MICROSOFT CORP
+$2.6M
53,108
-1%
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
UBER
UBER TECHNOLOGIES INC
+$2.4M
76,581
+165%
减持
ABBV
ABBVIE INC
-$2.4M
30,169
-25%
减持
DG
DOLLAR GEN CORP NEW
-$1.9M
2,057
-80%
减持
AMZN
AMAZON COM INC
+$1.8M
68,222
-0%
清仓
PAVE
GLOBAL X FDS
-$1.8M
0
-100%
减持
QQQ
INVESCO QQQ TR
+$1.7M
35,874
-0%
建仓
ON
ON SEMICONDUCTOR CORP
+$1.6M
16,682
增持
VTV
VANGUARD INDEX FDS
+$1.4M
140,525
+5%
减持
META
META PLATFORMS INC
+$1.4M
18,968
-1%
减持
FTSM
FIRST TR EXCHANGE TRADED FD
-$1.4M
81,757
-22%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
4,963
+103%
增持
FMB
FIRST TR EXCHANGE TRADED FD
+$1.2M
52,456
+81%
建仓
PJUL
INNOVATOR ETFS TR
+$1.1M
33,050
增持
PAPR
INNOVATOR ETFS TR
+$1.1M
80,558
+73%
减持
GOOG
ALPHABET INC
+$1.1M
85,643
-4%
增持
—
BANK AMERICA CORP
+$1.1M
1,977
+86%
增持
CRM
SALESFORCE COM INC
+$1.1M
6,365
+336%
增持
DLN
WISDOMTREE TR
+$1.0M
195,078
+6%
增持
LLY
LILLY ELI & CO
+$993.7K
7,593
+2%
建仓
NOW
SERVICENOW
+$993.6K
1,768
减持
QCOM
QUALCOMM INC
-$955.2K
11,952
-36%
增持
DXJ
WISDOMTREE TR
+$926.3K
65,952
+2%
减持
TIP
ISHARES TR
-$909.2K
8,492
-49%
增持
MPT
MEDICAL PPTYS TRUST INC
+$871.0K
347,696
+22%
减持
COMB
GRANITESHARES ETF TR
-$870.9K
255,254
-12%
增持
ADBE
ADOBE SYSTEMS INC
+$757.1K
6,719
+2%
增持
JEPQ
J P MORGAN EXCH TRDED FD
+$749.6K
56,368
+29%
减持
VZ
VERIZON COMMUNICATIONS
-$697.6K
125,388
-9%
增持
AVGO
BROADCOM INC
+$672.7K
2,580
+6%
增持
GOOGL
ALPHABET INC
+$641.3K
37,673
+1%
减持
—
EATON CORP PLC
-$626.4K
1,561
-72%
增持
IWR
ISHARES TR
+$547.2K
92,497
+4%
减持
PANW
PALO ALTO NETWORKS INC
+$543.1K
11,576
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$507.7K
42,883
+14%
增持
LMT
LOCKHEED MARTIN
+$507.3K
2,678
+74%
减持
XOP
SPDR SER TR
-$503.6K
15,569
-21%
增持
JPIB
J P MORGAN EXCH TRADED FD
+$499.9K
54,492
+27%
建仓
—
ARISTA NETWORKS INC
+$457.7K
2,824
减持
TGT
TARGET CORP
-$450.3K
8,420
-11%
增持
—
WALGREENS BOOTS ALLIANCE
-$449.5K
73,983
+0%
增持
IWO
ISHARES TR
+$436.5K
12,707
+9%
清仓
UPS
UNITED PARCEL SERVICE INC
-$400.6K
0
-100%
增持
MCHI
ISHARES TR
-$393.9K
98,787
+2%
减持
IVV
ISHARES TR
+$385.8K
13,145
-1%
增持
COST
COSTCO WHSL CORP
+$374.9K
8,174
+1%
减持
VUG
VANGUARD INDEX FDS
+$374.7K
37,948
-9%
减持
JEPI
J P MORGAN EXCH TRADED FD
-$372.5K
170,251
-5%
增持
EMXC
ISHARES INC
+$364.3K
110,799
+1%
清仓
NTR
NUTRIEN LTD
-$361.3K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$354.0K
32,819
-3%
减持
IWN
ISHARES TR
-$351.5K
22,380
-12%
增持
CMCSA
COMCAST CORP NEW
+$350.6K
72,856
+3%
清仓
SPHD
INVESCO EXCHANGE TRADED FD
-$344.6K
0
-100%
增持
ULTA
ULTA BEAUTY INC
-$340.5K
5,837
+3%
建仓
JQUA
J P MORGAN EXCH TRADED FD
+$334.6K
7,555
增持
—
MEDTRONIC PLC
+$329.4K
35,730
+2%
增持
LQD
ISHARES TR
+$322.1K
28,008
+13%
建仓
—
INTERPUBLIC GROUP COS INC
+$305.4K
7,916
减持
BAR
GRANITESHARES GOLD TR
-$305.2K
407,857
-1%
减持
XLE
SELECT SECTOR SPDR TR
-$296.7K
21,897
-13%
减持
MCD
MCDONALDS CORP
+$295.6K
18,870
-1%
减持
TSLA
TESLA INC
+$294.0K
6,555
-4%
建仓
NULG
NUSHARES ETF TR
+$290.9K
4,676
减持
JNJ
JOHNSON & JOHNSON
+$289.9K
30,658
-1%
增持
CI
THE CIGNA GROUP
+$280.2K
9,025
+2%
减持
GDX
VANECK ETF TR
-$262.7K
31,314
-16%
减持
MRK
MERCK & CO. INC
+$260.7K
34,718
-1%
减持
SBUX
STARBUCKS CORP
-$259.2K
37,784
-2%
建仓
DHI
D R HORTON INC
+$259.2K
2,130
清仓
VYMI
VANGUARD WHITEHALL FDS
-$257.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$255.0K
7,362
+1%
建仓
SYF
SYNCHRONY FINANCIAL
+$251.3K
7,409
增持
STWD
STARWOOD PPTY TR
+$246.7K
140,925
+0%
减持
BX
BLACKSTONE GROUP INC
-$246.4K
35,413
-12%
建仓
ORCL
ORACLE CORP
+$244.6K
2,054
增持
AMD
ADVANCED MICRO DEVICES INC
+$241.3K
12,720
+3%
建仓
BDX
BECTON DICKINSON & CO
+$240.5K
911
减持
PFE
PFIZER INC
-$237.8K
44,974
-3%
减持
—
CHUBB LIMITED
-$234.6K
6,592
-15%
减持
FDX
FEDEX CORP
+$229.5K
12,249
-0%
清仓
ETR
ENTERGY CORP NEW
-$225.9K
0
-100%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$223.5K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$221.4K
0
-100%
增持
ALL
ALLSTATE CORP
+$219.6K
18,427
+14%
建仓
ONEQ
FIDELITY COMWLTH TR
+$219.2K
4,054
减持
TTD
THE TRADE DESK INC
+$218.1K
13,540
-0%
清仓
PPH
VANECK ETF TR
-$216.4K
0
-100%
清仓
PNC
PNC FINANCIAL SVS GRP
-$214.7K
0
-100%
建仓
IYY
ISHARES TR
+$212.9K
1,965
建仓
—
ETF MANAGERS TR
+$212.2K
4,195
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$206.3K
216
增持
—
SEAGEN INC
+$204.4K
3,545
+50%
增持
FPE
FIRST TR EXCHANGE TRADED FD
+$203.7K
205,017
+7%
增持
XPHDX
PIONEER FLOATING RATE TR
+$202.6K
508,050
+5%
清仓
DOV
DOVER CORP
-$200.4K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB C0
-$198.5K
17,876
-8%
减持
PMAR
INNOVATOR ETFS TR
-$180.5K
27,232
-20%
增持
HCA
HCA HEALTHCARE INC
+$180.0K
1,403
+51%
增持
MA
MASTERCARD INCORPORATED
+$178.2K
5,778
+0%
增持
—
BLACKROCK INC
+$174.4K
1,323
+20%
增持
HYT
BLACKROCK CORPOR HI YLD FD
+$172.1K
187,950
+9%
减持
EOG
EOG RES INC
-$163.5K
4,530
-24%
减持
FR
FIRST INDL RLTY TR INC
-$163.3K
10,245
-22%
减持
IYW
ISHARES TR
+$157.3K
9,886
-0%
减持
NKE
NIKE INC
-$156.0K
10,801
-2%
增持
BBIN
J P MORGAN EXCH TRADED FD
+$155.9K
27,989
+9%
增持
EMLC
VANECK ETF TR
+$150.0K
140,208
+3%
减持
TMUS
T MOBIL US INC
-$148.3K
7,086
-9%
减持
BBUS
J P MORGAN EXCH TRADED FD
+$135.6K
28,612
-2%
增持
AGG
ISHARES TR
+$133.4K
61,460
+4%
增持
FTSL
FIRST TR EXCHANGE TRADED FD
+$131.0K
134,629
+2%
增持
TDTT
FLEXSHARES TR
+$129.0K
114,055
+8%
增持
ET
ENERGY TRANSFER L P
+$128.6K
270,532
+2%
减持
HON
HONEYWELL INTL INC
+$126.2K
9,904
-2%
减持
AMGN
AMGEN INC
-$124.7K
1,666
-19%
减持
CSCO
CISCO SYS INC
-$123.1K
39,461
-5%
减持
BLNK
BLINK CHARGING CO
-$114.9K
26,600
-16%
增持
VGT
VANGUARD INDEX FDS
+$114.6K
1,444
+6%
增持
VNQ
VANGUARD INDEX FDS
+$113.4K
80,174
+1%
清仓
—
CYMABAY THERAPUTICS INC
-$112.5K
0
-100%
增持
ATO
ATMOS ENERGY CORP
+$112.4K
17,545
+2%
减持
DIS
DISNEY WALT CO
-$110.3K
6,882
-5%
减持
F
FORD MTR CO DEL
-$109.6K
13,592
-46%
增持
WMT
WALMART INC
+$108.0K
10,144
+1%
增持
DE
DEERE & CO
+$105.3K
4,665
+8%
减持
APD
AIR PRODS & CHEMS INC
-$103.9K
1,597
-21%
增持
AMLP
ALPS ETF TR
+$97.3K
49,598
+4%
增持
—
EXXON MOBIL CORP
+$93.9K
19,475
+7%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$93.7K
2,142
+2%
增持
COWZ
PACER FDS TR
+$92.1K
16,268
+11%
增持
XLY
SELECT SECTOR SPDR TR
+$90.7K
3,183
+6%
增持
RQI
COHEN & STEERS QUALITY INCOME
+$87.2K
308,455
+5%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$84.8K
9,840
-8%
减持
SHOP
SHOPIFY INC
+$82.5K
8,220
-12%
减持
—
CANOPY GROWTH CORP
-$82.4K
53,850
-9%
减持
JCPB
J P MORGAN EXCH TRADED FD
-$81.4K
5,960
-21%
增持
—
ASML HOLDING N V
+$76.4K
669
+12%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$76.1K
66,750
-7%
减持
GD
GENERAL DYNAMICS CORP
-$74.6K
1,305
-16%
减持
OHI
OMEGA HEALTHCARE INV INC
+$73.3K
23,359
-1%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$73.0K
43,678
+6%
减持
HPE
HEWLETT PACKARD ENTERPRISE CO
-$72.9K
12,048
-30%
增持
IQLT
ISHARES TR
+$72.6K
40,348
+4%
增持
CALF
PACER FDS TR
+$71.8K
11,837
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$71.8K
1,747
+2%
增持
JPST
J P MORGAN EXCH TRADED FD
+$71.7K
30,937
+5%
增持
PH
PARKER HANNIFIN CORP
+$71.3K
1,171
+2%
