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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 59
减持 57
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$12.1M
364,293
+902%
增持
AAPL
APPLE INC
+$9.3M
217,793
+2%
清仓
—
PIONEER NAT RESOURCES CO
-$4.9M
0
-100%
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
—
EXXON MOBIL CORP
+$4.9M
58,919
+259%
增持
CRWD
CROWDSTRIKE HOLDS INC
+$4.6M
16,677
+207%
减持
CVS
CVS HEALTH CORP
-$4.4M
7,908
-87%
减持
SBUX
STARBUCKS CORP
-$3.3M
5,290
-87%
增持
GOOG
ALPHABET INC
+$3.2M
87,086
+4%
增持
VUG
VANGUARD INDEX FDS
+$3.2M
64,958
+6%
清仓
—
JPMORGAN CHASE & CO
-$3.1M
0
-100%
建仓
AMJB
JPMORGAN CHASE FINL CO LLC
+$3.1M
107,110
建仓
AXON
AXON ENTERPRISE INC
+$3.1M
10,469
增持
EOG
EOG RES INC
+$2.8M
26,136
+627%
增持
MSFT
MICROSOFT CORP
+$2.2M
59,032
+3%
增持
QQQ
INVESCO QQQ TR
+$2.2M
41,746
+4%
增持
COST
COSTCO WHSL CORP
+$2.2M
9,986
+16%
减持
ATO
ATMOS ENERGY CORP
-$2.2M
2,236
-89%
增持
AMZN
AMAZON COM INC
+$2.2M
88,623
+7%
建仓
AJAN
INNOVATOR ETFS TR
+$2.1M
81,750
增持
CAT
CATERPILLAR INC
+$2.0M
11,077
+142%
减持
EMLC
VANECK ETF TR
-$1.9M
65,290
-53%
建仓
EBND
SPDR SER TR
+$1.7M
86,548
建仓
PYLD
PIMCO ETF TR
+$1.7M
66,808
增持
META
META PLATFORMS INC
+$1.5M
26,244
+9%
增持
GOOGL
ALPHABET INC
+$1.4M
42,968
+1%
减持
JNJ
JOHNSON & JOHNSON
-$1.4M
28,100
-19%
减持
FTSM
FIRST TR EXCHANGE TRADED FD
-$1.3M
184,534
-11%
增持
NVO
NOVO-NORDISK A S
+$1.3M
16,151
+104%
减持
—
EVERST GROUP LTD
-$1.2M
734
-80%
增持
LLY
ELI LILLY & CO
+$1.1M
8,287
+1%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
190,833
+5%
增持
JEPQ
P MORGAN EXCH TRADED FD
+$1.1M
85,981
+26%
减持
V
VISA INC COM
-$1.1M
18,005
-13%
清仓
MNST
MONSTER BEVERAGE CORP
-$1.0M
0
-100%
建仓
IBIT
ISHARES BITCOIN TR
+$984.3K
28,832
建仓
DECK
DECKERS OUTDOOR CORP
+$955.4K
987
建仓
FANG
DIANMONDBACK ENERGY INC
+$919.0K
4,591
增持
SPY
SPDR S&P 500 ETF TR
+$902.2K
22,147
+4%
减持
—
BLACKROCK INC
-$898.5K
1,757
-36%
建仓
JGLO
P MORGAN EXCH TRADED FD
+$894.1K
14,803
清仓
INTU
INTUIT
-$893.8K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$834.4K
0
-100%
建仓
—
SUPER MICRO COMPUTER
+$808.8K
987
清仓
BA
BOEING CO
-$771.8K
0
-100%
建仓
BITB
BITWISE BITCOIN ETF TR
+$733.8K
22,446
减持
BBIN
J P MORGAN EXCH TRADED FD
-$723.1K
19,862
-37%
减持
—
WALGREENS BOOTS ALLIANCE
-$689.8K
71,345
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$687.6K
1,657
-53%
增持
COP
CONOCOPHILLIPS
+$670.1K
10,609
+149%
减持
CSCO
CISCO SYS INC
-$661.7K
20,616
-37%
减持
AVGO
BROADCOM INC
+$654.2K
2,501
-1%
减持
—
MEDTRONIC PLC
-$650.4K
3,799
-65%
增持
XPHDX
PIONEER FLOATING RATE TR
+$638.6K
665,600
+11%
减持
GWW
GRAINGER WW INC
-$637.8K
2,007
-17%
增持
DXJ
WISDOMTREE TR
+$617.1K
83,697
+3%
增持
TTD
THE TRADE DESK INC
+$558.8K
30,360
+10%
建仓
MINT
PIMCO ETF TR
+$547.6K
5,441
增持
ADBE
ADOBE SYSTEMS INC
+$541.1K
7,384
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$514.0K
4,113
+36%
建仓
JIRE
P MORGAN EXCH TRADED FD
+$508.2K
8,119
增持
HIMS
HIMS & HERS HEALTH INC
+$508.0K
57,371
+36%
减持
INTC
INTEL CORP COM
-$500.9K
29,752
-8%
减持
PANW
PALO ALTO NETWORKS INC
+$498.8K
14,836
-7%
增持
TDG
TRANSDIGM GROUP INC
+$492.6K
1,631
+26%
建仓
MMM
3M COMPANY
+$489.5K
4,790
减持
XLV
SELECT SPDR
-$482.0K
8,850
-26%
减持
ABBV
ABBVIE INC
-$475.1K
29,525
-3%
增持
ORCL
ORACLE CORP
+$455.8K
11,661
+23%
减持
JQUA
P MORGAN EXCH TRADED FD
-$447.7K
7,831
-52%
减持
CMCSA
COMCAST CORP NEW
-$436.1K
77,463
-3%
建仓
ARM
ARM HOLDINGS PLC
+$436.0K
2,665
增持
ZS
ZSCALER INC
+$435.8K
6,313
+56%
增持
DLN
WISDOMTREE TR
+$429.8K
141,082
+4%
增持
VOO
VANGUARD INDEX FDS
+$417.1K
9,763
+5%
增持
ULTA
ULTA BEAUTY INC
-$413.6K
8,377
+20%
减持
JEPI
P MORGAN EXCH TRADED FD
-$401.1K
132,292
-3%
增持
LNG
CHENIERE ENERGY INC
+$399.9K
20,156
+4%
减持
MCD
MCDONALDS CORP
-$389.2K
10,974
-3%
增持
CMG
CHIPOLTE MEXICAN GRILL
-$385.7K
19,966
+3446%
减持
BMY
BRISTOL-MYERS SQUIBB C0
-$379.0K
13,658
-22%
减持
PYPL
PAYPAL HLDGS INC
-$375.3K
31,087
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$367.3K
14,728
-3%
增持
ET
ENERGY TRANSFER L P
+$349.4K
305,942
+4%
减持
ISRG
INTUITIVE SURGICAL INC
-$347.8K
4,609
-23%
增持
RQI
COHEN & STEERS QUALITY INCOME
+$332.2K
412,875
+11%
减持
BAR
GRANITESHARES GOLD TR
+$312.0K
365,555
-1%
减持
TGT
TARGET CORP
-$307.7K
9,164
-2%
增持
ALL
ALLSTATE CORP
-$292.8K
22,984
+0%
减持
QCOM
QUALCOMM INC
+$292.0K
10,739
-2%
增持
—
GARMIN LTD
+$285.9K
5,950
+30%
清仓
MDLZ
MONDELEZ INC
-$284.7K
0
-100%
增持
HYT
BLACKROCK CORPOR HI YLD FD
+$279.1K
434,500
+8%
减持
DVN
DEVON ENERGY CORP NEW
-$278.3K
17,980
-20%
清仓
ON
ON SEMICONDUCTOR CORP
-$276.5K
0
-100%
减持
JPIE
P MORGAN EXCH TRADED FD
-$270.9K
5,732
-51%
减持
PAPR
INNOVATOR ETFS TR
-$266.9K
60,624
-14%
建仓
EPI
WISDONTREE TR
+$266.8K
5,526
减持
FMB
FIRST TR EXCHANGE TRADED FD
-$263.8K
91,700
-5%
减持
—
ARISTA NETWORKS INC
+$258.4K
8,557
-9%
建仓
WES
WESTERN MIDSTREAM PARTNRS LP
+$253.2K
6,373
增持
EMXC
ISHARES INC
+$249.4K
129,546
+1%
清仓
BDX
BECTON DICKINSON & CO
-$247.7K
0
-100%
建仓
LONZ
PIMCO ETF TR
+$246.1K
4,811
建仓
IMVP
INVESCO INDIA EXCHANGE-TRADE
+$245.3K
8,392
增持
NOW
SERVICENOW
+$242.8K
2,595
+10%
清仓
MRNA
MODERNA
-$238.8K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
+$238.5K
10,251
-3%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$236.9K
111,750
+20%
减持
CMDT
PIMCO ETF TR
-$227.8K
76,565
-10%
增持
NOC
NORTHROP GRUMMAN CORP
-$227.3K
7,451
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$225.5K
19,427
+20%
增持
MA
MASTERCARD INCORPORATED
+$223.4K
12,360
+14%
增持
MCHI
ISHARES TR
+$219.5K
67,975
+2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$219.5K
77,457
+5%
清仓
KHC
KRAFT HEINZ CO
-$218.3K
0
-100%
减持
MPC
MARATHON PETE CORP
-$214.7K
5,211
-6%
增持
KLAC
KLA CORP
+$213.9K
1,294
+6%
增持
BX
BLACKSTONE GROUP INC
-$213.1K
38,584
+2%
减持
IVV
ISHARES TR
+$209.4K
12,602
-1%
清仓
HUBB
HUBBELL INC
-$208.8K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$208.2K
1,198
减持
PCTY
PAYLOCITY HLDG CORP
-$207.8K
3,905
-7%
清仓
REGL
PROSHARES TR
-$207.6K
0
-100%
清仓
ENPH
ENPHASE ENERGY INC
-$200.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$199.6K
8,113
-3%
减持
DIS
DISNEY WALT CO
-$197.0K
7,513
-3%
增持
CRM
SALESFORCE COM INC
-$196.2K
11,022
+10%
增持
MRK
MERCK & CO. INC
-$195.4K
27,966
+1%
增持
SMOT
VANECK ETF TR
+$194.9K
38,427
+27%
减持
NKE
NIKE INC
-$192.4K
8,430
-4%
减持
STWD
STARWOOD PPTY TR
-$187.8K
132,950
-0%
减持
PEP
PEPSICO INC
-$185.8K
8,266
-7%
减持
LULU
LULULEMON ATHLETICA INC
-$181.0K
1,616
-5%
减持
TER
TERADYNE INC
+$173.1K
5,439
-3%
减持
AGG
ISHARES TR
-$168.3K
46,327
-3%
减持
—
ACCENTURE PLC IRELAND
-$167.2K
1,857
-12%
减持
MS
MORGAN STANLEY
-$166.7K
3,862
-33%
减持
NFLX
NETFLIX INC
+$165.2K
3,037
-2%
减持
DE
DEERE & CO
-$163.8K
2,699
-5%
增持
COMB
GRANITESHARES ETF TR
+$160.6K
176,261
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD
+$154.2K
28,596
+7%
减持
IYW
ISHARES TR
+$151.8K
10,039
-0%
减持
PMAY
INNOVATOR ETFS TR
-$149.6K
18,388
-23%
减持
XOP
SPDR SER TR
-$149.5K
9,039
-4%
增持
IEMG
ISHARES INC
+$147.4K
18,378
+13%
减持
SHOP
SHOPIFY INC
-$147.2K
9,075
-6%
增持
UBER
UBER TECHNOLOGIES INC
+$139.6K
118,513
+8%
增持
HON
HONEYWELL INTL INC
+$137.9K
9,572
+3%
增持
GLD
SPDR GOLD TR
+$137.4K
14,121
+0%
增持
TDTT
FLEXSHARES TR
+$135.0K
126,632
+5%
