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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 74
减持 44
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
FTSM
FIRST TR EXCHANGE TRADED FD
+$6.8M
195,922
+140%
增持
AAPL
APPLE INC
-$4.8M
215,681
+1%
减持
VNQ
VANGUARD INDEX FDS
-$4.1M
34,060
-58%
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
RTX
RTX CORPORATION
-$3.6M
8,643
-80%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
166,045
+18%
减持
KMI
KINDER MORGAN INC DEL
-$2.8M
43,778
-79%
建仓
LNG
CHENIERE ENERGY INC
+$2.8M
16,372
减持
MCD
MCDONALDS CORP
-$2.7M
10,926
-42%
清仓
JPIB
J P MORGAN EXCH TRADED FD
-$2.5M
0
-100%
减持
AGG
ISHARES TR
-$1.8M
45,181
-26%
减持
MCHI
ISHARES TR
-$1.7M
63,094
-36%
增持
EMXC
ISHARES INC
+$1.7M
149,190
+35%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
43,130
+31%
减持
LQD
ISHARES TR
-$1.6M
14,397
-49%
增持
FMB
FIRST TR EXCHANGE TRADED FD
+$1.3M
82,040
+56%
增持
MSFT
MICROSOFT CORP
-$1.3M
53,472
+1%
增持
MPT
MEDICAL PPTYS TRUST INC
-$1.3M
364,650
+5%
减持
VZ
VERIZON COMMUNICATIONS
-$1.3M
103,501
-17%
减持
TLT
ISHARES TR
-$1.2M
17,472
-34%
增持
IWN
ISHARES TR
+$1.1M
31,071
+39%
减持
BAR
GRANITESHARES GOLD TR
-$1.1M
362,863
-11%
减持
FPE
FIRST TR EXCHANGE TRADED FD
-$1.0M
139,944
-32%
减持
COMB
GRANITESHARES ETF TR
-$998.7K
195,437
-23%
减持
DLN
WISDOMTREE TR
-$977.8K
185,088
-5%
清仓
TIP
ISHARES TR
-$913.9K
0
-100%
建仓
IBB
ISHARES TR
+$798.7K
6,502
减持
JEPI
J P MORGAN EXCH TRADED FD
-$741.0K
161,529
-5%
减持
JPST
J P MORGAN EXCH TRADED FD
-$697.4K
17,008
-45%
增持
ABBV
ABBVIE INC
+$663.4K
31,054
+3%
增持
BX
BLACKSTONE GROUP INC
+$654.6K
36,468
+3%
增持
LLY
ELI LILLY & CO
+$653.2K
7,740
+2%
增持
XOP
SPDR SER TR
+$642.7K
17,593
+13%
增持
—
PIONEER NAT RESOURCES CO
+$636.6K
18,231
+4%
减持
—
WALGREENS BOOTS ALLIANCE
-$605.3K
71,891
-3%
增持
—
BANK AMERICA CORP
+$587.5K
2,635
+33%
增持
GOOGL
ALPHABET INC
+$585.3K
38,506
+2%
增持
META
META PLATFORMS INC
+$584.1K
19,830
+5%
减持
GOOG
ALPHABET INC
+$563.9K
82,056
-4%
建仓
JPIE
J P MORGAN
+$492.0K
11,094
增持
UBER
UBER TECHNOLOGIES INC
+$449.8K
81,400
+6%
增持
ET
ENERGY TRANSFER L P
+$448.9K
277,083
+2%
清仓
HEDJ
WISDOMTREE TR
-$436.0K
0
-100%
建仓
GWW
GRAINGER WW INC
+$429.1K
614
减持
HYLB
DBX ETF TR
-$407.8K
129,151
-7%
增持
RQI
COHEN & STEERS QUALITY INCOME
-$407.5K
314,230
+2%
增持
COST
COSTCO WHSL CORP
+$406.8K
8,455
+3%
增持
—
ARISTA NETWORKS INC
+$399.6K
4,648
+65%
增持
QQQ
INVESCO QQQ TR
+$399.5K
38,133
+6%
增持
HYT
BLACKROCK CORPOR HI YLD FD
+$392.8K
239,500
+27%
减持
MRK
MERCK & CO. INC
-$390.0K
34,671
-0%
减持
NKE
NIKE INC
-$354.8K
9,342
-14%
增持
ALL
ALLSTATE CORP
+$350.9K
20,981
+14%
增持
XPHDX
PIONEER FLOATING RATE TR
+$341.4K
526,750
+4%
清仓
OXY
OCCIDENTALN PETE CORP
-$340.9K
0
-100%
增持
—
MEDTRONIC PLC
-$334.0K
35,758
+0%
增持
CMCSA
COMCAST CORP NEW
+$331.0K
74,858
+3%
减持
SBUX
STARBUCKS CORP
-$325.3K
37,523
-1%
增持
NVDA
NVIDIA CORPORATION
+$323.2K
35,678
+0%
减持
IVV
ISHARES TR
-$311.4K
12,890
-2%
增持
PYPL
PAYPAL HLDGS INC
+$307.1K
25,432
+45%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$305.7K
8,288
+28%
清仓
—
INTERPUBLIC GROUP COS INC
-$305.4K
0
-100%
减持
GDX
VANECK ETF TR
-$300.5K
23,747
-24%
增持
XLE
SELECT SECTOR SPDR TR
+$299.1K
22,509
+3%
增持
CVX
CHEVRON CORP NEW
+$296.7K
15,835
+4%
增持
JQUA
J P MORGAN EXCH TRADED FD
+$289.8K
14,379
+90%
清仓
XEL
XCEL ENERGY INC
-$281.7K
0
-100%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$278.7K
67,996
+15%
减持
HON
HONEYWELL INTL INC
-$276.6K
9,505
-4%
清仓
BBY
BEST BUY INC
-$273.7K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$273.7K
11,413
-1%
减持
JEPQ
J P MORGAN EXCH TRDED FD
-$273.3K
52,307
-7%
建仓
MUB
ISHARES TR
+$272.8K
2,659
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$271.3K
16,232
+0%
清仓
O
REALTY INCOME CORP
-$268.2K
0
-100%
增持
CI
THE CIGNA GROUP
+$265.4K
9,637
+7%
清仓
DHI
D R HORTON INC
-$259.2K
0
-100%
增持
BBUS
J P MORGAN EXCHNGE TRADED FD
+$254.5K
32,796
+15%
建仓
BND
VANGUARD BD INDEX FDS
+$252.5K
3,617
建仓
DLR
DIGITAL RLTY TR INC
+$251.7K
2,123
清仓
SYF
SYNCHRONY FINANCIAL
-$251.3K
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$244.2K
0
-100%
增持
FDX
FEDEX CORP
+$240.4K
12,299
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$238.9K
5,144
+4%
减持
—
EXXON MOBIL CORP
+$237.0K
19,467
-0%
清仓
GM
GENERAL MOTORS CO
-$236.7K
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD
+$233.8K
4,896
+59%
增持
—
JPMORGAN CHASE & CO
+$232.5K
111,000
+1%
减持
NEE
NEXTERA ENERGY INC
-$226.5K
12,449
-1%
建仓
—
SPLUNK INC
+$222.3K
1,517
清仓
MSI
MOTOROLA SOLUTIONS INC
-$220.2K
0
-100%
建仓
AOA
ISHARES TR
+$219.0K
3,440
增持
VUG
VANGUARD INDEX FDS
-$216.9K
38,674
+2%
增持
ULTA
ULTA BEAUTY INC
-$216.6K
6,343
+9%
增持
IWR
ISHARES TR
-$211.9K
94,228
+2%
建仓
GEHC
GE HEALTHCARE TECH
+$209.3K
2,999
建仓
SCHG
SCHWAB STRATEGIC TR
+$208.9K
2,873
清仓
CL
COLGATE PALMOLIVE CO
-$208.6K
0
-100%
清仓
NUMV
NUSHARES ETF TR
-$206.6K
0
-100%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$206.5K
3,317
清仓
F
FORD MTR CO DEL
-$205.6K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$202.8K
1,210
清仓
VDC
VANGUARD WORLD FDS
-$201.9K
0
-100%
建仓
ABNB
AIRBNB INC
+$200.1K
1,466
减持
STWD
STARWOOD PPTY TR
-$193.9K
131,675
-7%
减持
BMY
BRISTOL-MYERS SQUIBB C0
-$187.5K
16,438
-8%
增持
EMLC
VANECK ETF TR
-$185.4K
142,907
+2%
增持
AMZN
AMAZON COM INC
-$180.0K
69,165
+1%
增持
ADBE
ADOBE SYSTEMS INC
+$176.0K
6,859
+2%
增持
AMLP
ALPS ETF TR
+$175.4K
50,062
+1%
减持
GLD
SPDR GOLD TR
-$170.2K
14,415
-4%
增持
CVS
CVS HEALTH CORP
+$168.5K
56,495
+3%
增持
SHY
ISHARES TR
+$165.5K
8,607
+31%
清仓
BLNK
BLINK CHARGING CO
-$159.3K
0
-100%
增持
PJUL
INNOVATOR ETFS TR
+$157.1K
38,165
+15%
增持
SPY
SPDR S&P 500 ETF TR
+$154.9K
20,771
+5%
增持
WMT
WALMART INC
+$151.6K
10,742
+6%
减持
FTSL
FIRST TR EXCHANGE TRADED FD
-$151.4K
130,195
-3%
减持
HD
HOME DEPOT INC
-$143.4K
7,867
-3%
增持
PEP
PEPSICO INC
-$142.3K
9,290
+0%
增持
ON
ON SEMICONDUCTOR CORP
+$140.9K
18,274
+10%
增持
BA
BOEING CO
+$136.9K
2,136
+67%
减持
TXN
TEXAS INSTRS INC
-$136.5K
5,558
-2%
增持
TGT
TARGET CORP
-$135.4K
8,901
+6%
减持
QCOM
QUALCOMM INC
-$135.0K
11,591
-3%
增持
JAVA
J P MORGAN EXCHNGE TRADED FD
+$124.4K
11,931
+29%
增持
CUBE
CUBESMART
-$117.4K
38,929
+7%
增持
PFE
PFIZER INC
+$116.0K
55,021
+22%
增持
GS
GOLDMAN SACHS GROUP INC
+$110.1K
9,435
+3%
减持
BAC
BANK AMERICA CORP
-$107.6K
53,962
-3%
增持
INTC
INTEL CORP COM
+$105.7K
33,482
+4%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$105.5K
9,825
-0%
增持
CSCO
CISCO SYS INC
+$104.1K
39,826
+1%
增持
EMR
EMERSON ELEC CO
+$103.3K
3,735
+30%
增持
—
EATON CORP PLC
+$102.7K
1,933
+24%
减持
NOC
NORTHROP GRUMMAN CORP
-$99.5K
739
-21%
减持
TDTT
FLEXSHARES TR
-$98.9K
111,367
-2%
减持
SHOP
SHOPIFY INC
-$97.7K
8,145
-1%
减持
HCA
HCA HEALTHCARE INC
-$96.4K
1,314
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$95.1K
16,307
+0%
减持
PG
PROCTER AND GAMBLE CO
-$95.0K
10,826
-2%
增持
TSLA
TESLA INC
-$94.0K
6,583
+0%
减持
JGRO
J P MORGAN EXCHNGE TRADED FD
-$92.3K
14,232
-8%
增持
ATO
ATMOS ENERGY CORP
-$91.8K
18,406
+5%
增持
ADP
AUTOMATIC DATA PROCESSING
+$90.6K
2,582
+6%
增持
JNJ
JOHNSON & JOHNSON
-$89.8K
31,774
+4%
增持
—
ASML HOLDING N V
-$89.4K
681
+2%
减持
PCTY
PAYLOCITY HLDG CORP
-$87.4K
4,205
-8%
增持
AMGN
AMGEN INC
+$85.6K
1,682
+1%
增持
IWO
ISHARES TR
+$85.5K
14,042
+11%
