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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 34
增持 64
减持 40
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.7M
215,585
-0%
增持
VTV
VANGUARD INDEX FDS
+$4.3M
183,207
+10%
增持
MSFT
MICROSOFT CORP
+$4.3M
56,108
+5%
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
VUG
VANGUARD INDEX FDS
+$3.9M
46,456
+20%
增持
BA
BOEING CO
+$3.8M
16,329
+664%
增持
RSP
INVESCO EXCHANGE TRADED FD
+$3.7M
27,700
+466%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
37,724
+6%
增持
AMZN
AMAZON COM INC
+$3.3M
79,022
+14%
增持
UBER
UBER TECHNOLOGIES INC
+$2.9M
107,363
+32%
清仓
CI
THE CIGNA GROUP
-$2.8M
0
-100%
增持
META
META PLATFORMS INC
+$2.6M
24,465
+23%
清仓
VNQ
VANGUARD INDEX FDS
-$2.6M
0
-100%
清仓
EPP
ISHARES INC
-$2.5M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$2.3M
10,849
+86%
增持
QQQ
INVESCO QQQ TR
+$2.0M
38,314
+0%
增持
FTSM
FIRST TR EXCHANGE TRADED FD
+$2.0M
229,006
+17%
减持
JEPI
J P MORGAN EXCH TRADED FD
-$1.8M
124,886
-23%
减持
COMB
GRANITESHARES ETF TR
-$1.7M
130,907
-33%
减持
—
MEDTRONIC PLC
-$1.6M
14,633
-59%
增持
CRM
SALESFORCE COM INC
+$1.4M
10,690
+57%
建仓
—
EVERST GROUP LTD
+$1.4M
3,975
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
18,210
+37%
增持
—
ARISTA NETWORKS INC
+$1.3M
9,041
+95%
建仓
—
LINDE PLC
+$1.3M
3,093
减持
XOP
SPDR SER TR
-$1.3M
10,108
-43%
增持
GOOG
ALPHABET INC
+$1.2M
86,134
+5%
增持
V
VISA INC COM
+$1.2M
19,465
+16%
建仓
TJUL
INNOVATOR ETFS TR
+$1.2M
46,025
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
21,092
+2%
增持
EMXC
ISHARES INC
+$1.1M
153,824
+3%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
9,271
+22%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.0M
3,927
+297%
增持
RQI
COHEN & STEERS QUALITY INCOME
+$1.0M
342,255
+9%
增持
HYT
BLACKROCK CORPOR HI YLD FD
+$1.0M
326,850
+36%
增持
GWW
GRAINGER WW INC
+$983.0K
1,704
+178%
建仓
PSX
PHILLIPS 66
+$975.0K
7,323
增持
DLN
WISDOMTREE TR
+$972.6K
186,830
+1%
减持
PFE
PFIZER INC
-$953.6K
28,204
-49%
增持
TTD
THE TRADE DESK INC
+$929.9K
27,528
+103%
增持
CAT
CATERPILLAR INC
+$878.0K
4,014
+259%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$876.8K
3,219
增持
IWR
ISHARES TR
+$839.8K
94,983
+1%
清仓
IBB
ISHARES TR
-$798.7K
0
-100%
建仓
MNST
MONSTER BEVERAGE CORP
+$795.8K
13,814
增持
ORCL
ORACLE CORP
+$786.3K
9,724
+332%
建仓
TDG
TRANSDIGM GROUP INC
+$779.9K
771
增持
AXP
AMERICAN EXPRESS
+$760.0K
5,741
+173%
减持
BX
BLACKSTONE GROUP INC
+$753.5K
35,903
-2%
清仓
—
SEAGEN INC
-$752.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$719.1K
14,234
-12%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$718.3K
3,024
+72%
增持
IWN
ISHARES TR
+$693.5K
31,697
+2%
增持
PYPL
PAYPAL HLDGS INC
+$692.0K
35,363
+39%
增持
GOOGL
ALPHABET INC
+$686.6K
41,387
+7%
建仓
MPC
MARATHON PETE CORP
+$663.5K
4,472
增持
ALL
ALLSTATE CORP
+$656.8K
21,553
+3%
建仓
—
GARMIN LTD
+$656.3K
5,106
建仓
KLAC
KLA CORP
+$655.1K
1,127
减持
MRK
MERCK & CO. INC
-$651.5K
27,194
-22%
增持
ULTA
ULTA BEAUTY INC
+$643.4K
6,477
+2%
减持
PANW
PALO ALTO NETWORKS INC
+$635.1K
11,256
-1%
建仓
VLO
VALERO ENERGY CORP
+$631.3K
4,856
增持
—
BANK AMERICA CORP
+$621.2K
2,925
+11%
增持
IWO
ISHARES TR
+$613.3K
14,996
+7%
建仓
BKNG
BOOKING HOLDINGS INC
+$610.1K
172
建仓
—
HESS CORP
+$608.9K
4,224
减持
COST
COSTCO WHSL CORP
+$607.2K
8,204
-3%
减持
AVGO
BROADCOM INC
+$603.3K
2,532
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$600.2K
9,509
+1%
建仓
ODFL
OLD DOMINION FREIGHT
+$596.6K
1,472
减持
BAR
GRANITESHARES GOLD TR
+$588.6K
357,382
-2%
增持
—
EATON CORP PLC
+$586.2K
4,164
+115%
建仓
PM
PHILIP MORRIS INTL INC
+$568.3K
6,041
减持
IVV
ISHARES TR
+$564.7K
12,797
-1%
建仓
CF
CF INDS HLDGS INC
+$550.1K
6,919
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$528.5K
69,201
+2%
减持
KO
COCA COLA CO
-$524.8K
16,552
-38%
增持
BBUS
J P MORGAN EXCHNGE TRADED FD
+$523.5K
35,603
+9%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$521.0K
34,701
+33%
建仓
FTV
FORTIVE CORP
+$516.7K
7,018
建仓
ICOW
PACER FDS TR
+$508.9K
16,288
增持
CVS
CVS HEALTH CORP
+$507.1K
56,528
+0%
增持
PG
PROCTER AND GAMBLE CO
+$500.3K
14,226
+31%
增持
FMB
FIRST TR EXCHANGE TRADED FD
+$500.3K
87,190
+6%
减持
ADBE
ADOBE SYSTEMS INC
+$495.1K
6,632
-3%
建仓
OXY
OCCIDENTAL PETE CORP
+$493.9K
8,272
减持
CSCO
CISCO SYS INC
-$489.7K
32,782
-18%
减持
INTC
INTEL CORP COM
+$482.1K
33,034
-1%
减持
JPM
JPMORGAN CHASE & CO
+$473.5K
40,206
-7%
减持
DVN
DEVON ENERGY CORP NEW
-$466.8K
26,820
-22%
建仓
BF/B
BROWN FORMAN CORP
+$464.2K
8,129
减持
DE
DEERE & CO
-$455.4K
3,411
-28%
增持
TSLA
TESLA INC
+$454.4K
8,356
+27%
减持
—
PIONEER NAT RESOURCES CO
-$447.9K
16,994
-7%
增持
MCD
MCDONALDS CORP
+$447.3K
11,296
+3%
增持
HD
HOME DEPOT INC
+$437.0K
8,150
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$421.0K
19,745
-12%
增持
QCOM
QUALCOMM INC
+$415.0K
11,773
+2%
减持
CME
CME GROUP INC
-$414.0K
3,766
-37%
增持
NVO
NOVO-NORDISK A S
+$409.1K
7,440
+89%
减持
MCHI
ISHARES TR
-$408.8K
56,498
-10%
减持
WMT
WALMART INC
-$394.3K
8,574
-20%
减持
PMAR
INNOVATOR ETFS TR
-$386.9K
14,780
-46%
减持
—
WALGREENS BOOTS ALLIANCE
+$364.1K
71,490
-1%
建仓
SMOT
VANECK ETF TR
+$360.4K
11,440
建仓
DHI
D R HORTON INC
+$343.0K
2,257
增持
CUBE
CUBESMART
+$339.0K
39,785
+2%
建仓
WELL
WELLTOWER INC
+$327.6K
3,633
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$321.9K
88,500
+27%
减持
—
CHUBB LIMITED
-$320.0K
3,968
-31%
减持
DIVO
AMPLIFY ETF TR
-$313.1K
48,930
-19%
增持
FCX
FREEPORT MCMORAN INC
+$312.7K
54,846
+1%
建仓
DELL
DELL TECHNOLOGIES
+$308.1K
4,027
增持
TGT
TARGET CORP
+$305.6K
8,993
+1%
增持
AGG
ISHARES TR
+$305.3K
45,926
+2%
减持
LLY
ELI LILLY & CO
+$294.4K
7,735
-0%
建仓
ENPH
ENPHASE ENERGY INC
+$275.8K
2,087
建仓
—
FERRARI N V
+$274.1K
810
增持
EELV
INVESCO EXCH TRADED FD TR II
+$273.9K
53,925
+19%
清仓
MUB
ISHARES TR
-$272.8K
0
-100%
清仓
TD
TORONTO DOMINION BK ONT
-$272.5K
0
-100%
减持
ON
ON SEMICONDUCTOR CORP
-$271.8K
17,322
-5%
增持
—
LAM RESEARCH CORP
+$268.9K
1,698
+0%
减持
PMAY
INNOVATOR ETFS TR
-$267.3K
23,923
-31%
增持
GLD
SPDR GOLD TR
+$262.8K
14,437
+0%
减持
XLV
SELECT SPDR
-$260.3K
12,417
-18%
建仓
CL
COLGATE PALMOLIVE CO
+$257.8K
3,234
建仓
PLD
PROLOGIS INC
+$255.7K
1,918
清仓
BND
VANGUARD BD INDEX FDS
-$252.5K
0
-100%
建仓
—
ENFUSION ENERGY INC
+$243.4K
25,090
减持
GBCI
GLACIER BANCORP NEW
+$242.8K
22,750
-7%
减持
LULU
LULULEMON ATHLETICA INC
+$240.3K
1,819
-0%
增持
STWD
STARWOOD PPTY TR
+$232.5K
131,900
+0%
减持
PAPR
INNOVATOR ETFS TR
-$232.2K
71,459
-15%
减持
ABBV
ABBVIE INC
-$227.0K
29,045
-6%
减持
LMT
LOCKHEED MARTIN
-$226.1K
2,041
-27%
建仓
SYF
SYNCHRONY FINANCIAL
+$223.0K
5,839
清仓
—
SPLUNK INC
-$222.3K
0
-100%
清仓
AOA
ISHARES TR
-$219.0K
0
-100%
建仓
URI
UNITED RENTALS INC
+$218.5K
381
增持
XPHDX
PIONEER FLOATING RATE TR
+$217.9K
541,900
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$217.6K
8,505
+3%
清仓
DRI
DARDEN RESTAURANTS
-$215.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$215.9K
16,663
+5%
清仓
MRNA
MODERNA
-$215.2K
0
-100%
建仓
MGA
MAGNA INTL INC
+$214.8K
3,636
建仓
BSX
BOSTON SCIENTIFIC CORP
+$214.5K
3,711
建仓
NUMV
NUVEEN ESG MID-CAP VALUE
+$213.7K
6,774
减持
UNH
UNITEDHEALTH GROUP INC
-$212.5K
4,581
-11%
增持
IYW
ISHARES TR
+$212.3K
9,923
+3%
