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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 25
增持 84
减持 28
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$14.2M
36,374
-4%
增持
IJH
ISHARES TR
+$6.7M
119,409
+6306%
增持
VUG
VANGUARD INDEX FDS
+$6.7M
61,380
+32%
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
IWR
ISHARES TR
-$5.7M
19,791
-79%
建仓
IJS
ISHARES TR
+$5.4M
52,845
减持
AAPL
APPLE INC
-$4.9M
213,357
-1%
减持
IWN
ISHARES TR
-$4.5M
2,606
-92%
减持
BA
BOEING CO
-$3.5M
3,999
-76%
建仓
IJT
ISHARES TR
+$3.5M
26,402
增持
DXJ
WISDOMTREE TR
+$3.4M
81,336
+31%
增持
NOC
NORTHROP GRUMMAN CORP
+$3.1M
7,261
+794%
减持
META
META PLATFORMS INC
+$3.1M
24,169
-1%
增持
MSFT
MICROSOFT CORP
+$3.0M
57,397
+2%
减持
IWO
ISHARES TR
-$3.0M
2,937
-80%
增持
AMZN
AMAZON COM INC
+$3.0M
83,009
+5%
减持
DLN
WISDOMTREE TR
-$2.6M
136,224
-27%
增持
JPM
JPMORGAN CHASE & CO
+$2.4M
45,985
+14%
建仓
CMDT
PIMCO ETF TR
+$2.3M
85,215
减持
VTV
VANGUARD INDEX FDS
+$2.1M
181,272
-1%
增持
QQQ
INVESCO QQQ TR
+$2.1M
40,067
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$1.9M
110,064
+3%
增持
LLY
ELI LILLY & CO
+$1.9M
8,175
+6%
建仓
CMG
CHIPOLTE MEXICAN GRILL
+$1.6M
563
增持
VZ
VERIZON COMMUNICATIONS
+$1.5M
116,814
+31%
增持
NFLX
NETFLIX INC
+$1.4M
3,103
+212%
减持
FTSM
FIRST TR EXCHANGE TRADED FD
-$1.4M
206,259
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
15,121
+6%
增持
JEPQ
J P MORGAN EXCH TRADED FD
+$1.3M
68,265
+39%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
7,795
+139%
增持
—
BLACKROCK INC
+$1.2M
2,737
+113%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
15,946
+42%
减持
ON
ON SEMICONDUCTOR CORP
-$1.2M
3,760
-78%
增持
SPY
SPDR S&P 500 ETF TR
+$1.1M
21,317
+1%
增持
CRWD
CROWDSTRIKE HOLDS INC
+$1.1M
5,434
+125%
增持
—
PIONEER NAT RESOURCES CO
+$1.1M
18,785
+11%
减持
EMXC
ISHARES INC
-$1.1M
128,878
-16%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.1M
6,009
+53%
增持
ABBV
ABBVIE INC
+$1.0M
30,418
+5%
增持
GWW
GRAINGER WW INC
+$1.0M
2,407
+41%
增持
JEPI
J P MORGAN EXCH TRADED FD
+$1.0M
136,526
+9%
增持
ALL
ALLSTATE CORP
+$945.5K
22,903
+6%
建仓
INTU
INTUIT
+$893.8K
1,375
增持
COST
COSTCO WHSL CORP
+$889.3K
8,605
+5%
增持
COMB
GRANITESHARES ETF TR
+$884.5K
172,541
+32%
增持
FDX
FEDEX CORP
+$858.1K
13,788
+11%
增持
HYT
BLACKROCK CORPOR HI YLD FD
+$849.0K
401,550
+23%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$832.0K
3,503
+125%
增持
XPHDX
PIONEER FLOATING RATE TR
+$821.8K
598,250
+10%
增持
NOW
SERVICENOW
+$820.7K
2,359
+70%
增持
TDG
TRANSDIGM GROUP INC
+$811.3K
1,292
+68%
增持
BAR
GRANITESHARES GOLD TR
+$793.7K
367,995
+3%
建仓
ZS
ZSCALER INC
+$777.5K
4,036
增持
GS
GOLDMAN SACHS GROUP INC
+$729.7K
10,530
+11%
增持
V
VISA INC COM
+$723.1K
20,750
+7%
建仓
INDA
ISHARES TR
+$712.3K
13,806
增持
MRK
MERCK & CO. INC
+$693.5K
27,724
+2%
增持
ET
ENERGY TRANSFER L P
+$686.7K
293,263
+3%
增持
SMOT
VANECK ETF TR
+$672.8K
30,290
+165%
建仓
HIMS
HIMS & HERS HEALTH INC
+$650.3K
42,037
清仓
VLO
VALERO ENERGY CORP
-$631.3K
0
-100%
减持
GOOG
ALPHABET INC
+$625.4K
83,832
-3%
增持
GOOGL
ALPHABET INC
+$623.7K
42,437
+3%
增持
—
ARISTA NETWORKS INC
+$611.4K
9,451
+5%
清仓
—
HESS CORP
-$608.9K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$602.2K
10,859
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$583.9K
3,694
-19%
减持
IVV
ISHARES TR
+$574.6K
12,719
-1%
清仓
PM
PHILIP MORRIS INTL INC
-$568.3K
0
-100%
清仓
CF
CF INDS HLDGS INC
-$550.1K
0
-100%
增持
AVGO
BROADCOM INC
+$533.4K
2,535
+0%
清仓
FTV
FORTIVE CORP
-$516.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$508.6K
34,777
+9%
增持
FCX
FREEPORT MCMORAN INC
+$502.2K
60,335
+10%
增持
CAT
CATERPILLAR INC
+$492.9K
4,584
+14%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$490.2K
73,542
+6%
增持
AXP
AMERICAN EXPRESS
+$483.7K
6,848
+19%
增持
TSLA
TESLA INC
-$476.6K
9,100
+9%
增持
ULTA
ULTA BEAUTY INC
+$472.4K
6,973
+8%
清仓
BF/B
BROWN FORMAN CORP
-$464.2K
0
-100%
增持
MPC
MARATHON PETE CORP
+$455.3K
5,552
+24%
增持
FMB
FIRST TR EXCHANGE TRADED FD
+$441.3K
96,300
+10%
增持
HD
HOME DEPOT INC
+$426.1K
8,474
+4%
减持
PG
PROCTER AND GAMBLE CO
-$424.6K
10,231
-28%
增持
CVS
CVS HEALTH CORP
+$417.9K
61,201
+8%
增持
VOO
VANGUARD INDEX FDS
+$416.0K
9,290
+0%
增持
BBUS
J P MORGAN EXCH TRADED FD
+$413.4K
36,768
+3%
增持
CVX
CHEVRON CORP NEW
+$397.9K
18,279
+10%
增持
ADBE
ADOBE SYSTEMS INC
-$395.7K
7,057
+6%
增持
TGT
TARGET CORP
+$383.6K
9,392
+4%
清仓
IDV
ISHARES TR
-$378.3K
0
-100%
清仓
HDV
ISHARES TR
-$362.2K
0
-100%
建仓
SMIN
ISHARES TR
+$354.2K
5,041
增持
MCHI
ISHARES TR
+$345.5K
66,631
+18%
建仓
CDW
CDW CORP
+$330.2K
1,291
减持
—
EXXON MOBIL CORP
-$329.9K
16,430
-27%
增持
—
EATON CORP PLC
+$328.0K
4,256
+2%
增持
LQD
ISHARES TR
+$317.6K
16,877
+23%
增持
FTSL
FIRST TR EXCHANGE TRADED FD
+$314.1K
133,265
+5%
增持
—
WALGREENS BOOTS ALLIANCE
-$313.9K
71,585
+0%
减持
—
JPMORGAN CHASE & CO
+$310.3K
108,860
-1%
减持
—
LAM RESEARCH CORP
+$309.1K
1,687
-1%
增持
TDTT
FLEXSHARES TR
+$304.4K
120,090
+11%
增持
RQI
COHEN & STEERS QUALITY INCOME
+$300.9K
371,700
+9%
增持
FPE
FIRST TR EXCHANGE TRADED FD
+$296.4K
143,776
+10%
增持
AMLP
ALPS ETF TR
+$296.3K
51,065
+2%
增持
CMCSA
COMCAST CORP NEW
+$289.6K
80,034
+10%
增持
BX
BLACKSTONE GROUP INC
+$289.4K
37,983
+6%
增持
WMT
WALMART INC
+$282.2K
27,155
+217%
建仓
CEG
CONSTELLATION ENERGY CORP
+$276.4K
1,495
增持
ATO
ATMOS ENERGY CORP
+$272.7K
20,430
+10%
减持
LULU
LULULEMON ATHLETICA INC
-$266.3K
1,699
-7%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$263.5K
3,663
+14%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$263.3K
447
+76%
建仓
—
LYONDELLBASELL INDUSTRIES
+$261.4K
2,556
清仓
—
ETF MANAGERS TR
-$261.0K
0
-100%
减持
—
MEDTRONIC PLC
-$256.0K
10,894
-26%
建仓
C
CITIGROUP INC
+$252.2K
3,988
增持
DIS
DISNEY WALT CO
+$248.8K
7,708
+0%
增持
NVO
NOVO-NORDISK A S
+$246.4K
7,913
+6%
增持
LNG
CHENIERE ENERGY INC
+$244.5K
19,370
+15%
减持
AMD
ADVANCED MICRO DEVICES INC
+$241.2K
16,209
-11%
建仓
ABNB
AIRBNB INC
+$241.2K
1,462
建仓
MRNA
MODERNA
+$238.8K
2,241
增持
MNST
MONSTER BEVERAGE CORP
+$238.5K
17,448
+26%
清仓
SCHG
SCHWAB STRATEGIC TR
-$238.3K
0
-100%
减持
INTC
INTEL CORP COM
-$237.7K
32,201
-3%
增持
—
BANK AMERICA CORP
+$228.9K
3,145
+8%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$224.5K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC
+$224.3K
230
+34%
建仓
DOV
DOVER CORP
+$221.8K
1,252
减持
CRM
SALESFORCE COM INC
+$216.9K
10,060
-6%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$215.1K
1,128
清仓
MGA
MAGNA INTL INC
-$214.8K
0
-100%
增持
BAC
BANK AMERICA CORP
+$213.1K
49,997
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$211.6K
8,392
-1%
建仓
ESGD
ISHARES ESG
+$210.9K
2,640
建仓
HUBB
HUBBELL INC
+$208.8K
503
建仓
REGL
PROSHARES TR
+$207.6K
2,642
建仓
EFA
ISHARES TR
+$205.0K
2,567
建仓
AOR
ISHARES TR
+$203.9K
3,663
建仓
XLC
SELECT SECTOR SPDR TR
+$203.8K
2,496
建仓
MCK
MCKESSON CORP
+$202.9K
378
建仓
BIL
SPDR SER TR
+$202.2K
2,202
清仓
SPGI
S&P GLOBAL INC
-$200.4K
0
-100%
增持
KLAC
KLA CORP
+$197.8K
1,221
+8%
减持
DE
DEERE & CO
-$191.7K
2,854
-16%
增持
MPT
MEDICAL PPTYS TRUST INC
+$179.2K
424,250
+15%
减持
TMUS
T MOBIL US INC
-$178.0K
3,750
-24%
减持
RSP
INVESCO EXCHANGE TRADED FD
+$172.5K
26,826
-3%
增持
—
ASML HOLDING N V
+$169.9K
714
+3%
