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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
增持 29
减持 73
清仓 48
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$11.4M
276,670
-24%
增持
EPI
WISDONTREE TR
+$11.4M
148,143
+2581%
清仓
DLN
WISDOMTREE TR
-$10.3M
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。
减持
SPY
SPDR S&P 500 ETF TR
-$9.6M
4,246
-81%
清仓
DXJ
WISDOMTREE TR
-$9.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$8.5M
41,539
-30%
减持
GOOG
ALPHABET INC
-$7.9M
48,500
-44%
增持
VTV
VANGUARD INDEX FDS
+$5.5M
206,688
+8%
减持
AMZN
AMAZON COM INC
-$5.4M
62,912
-29%
减持
AAPL
APPLE INC
-$4.8M
176,331
-19%
减持
META
META PLATFORMS INC
-$4.4M
15,485
-41%
减持
UBER
UBER TECHNOLOGIES INC
-$4.3M
56,771
-52%
减持
MA
MASTERCARD INCORPORATED
-$4.3M
2,330
-81%
减持
ET
ENERGY TRANSFER L P
-$4.2M
44,776
-85%
清仓
—
ARISTA NETWORKS INC
-$3.0M
0
-100%
减持
GLD
SPDR GOLD TR
-$2.9M
498
-96%
增持
IJT
ISHARES TR
+$2.9M
45,588
+67%
增持
INDA
ISHARES TR
+$2.7M
58,297
+359%
减持
JNJ
JOHNSON & JOHNSON
-$2.7M
8,852
-68%
减持
TTD
THE TRADE DESK INC
-$2.5M
4,105
-86%
减持
CRM
SALESFORCE COM INC
-$2.5M
1,359
-88%
减持
MRK
MERCK & CO. INC
-$2.5M
8,907
-68%
减持
PANW
PALO ALTO NETWORKS INC
-$2.3M
7,904
-47%
清仓
NVO
NOVO-NORDISK A S
-$2.3M
0
-100%
减持
CRWD
CROWDSTRIKE HOLDS INC
-$2.2M
15,037
-10%
清仓
PAPR
INNOVATOR ETFS TR
-$2.1M
0
-100%
清仓
TDG
TRANSDIGM GROUP INC
-$2.1M
0
-100%
减持
LLY
ELI LILLY & CO
-$1.9M
6,283
-24%
减持
COST
COSTCO WHSL CORP
-$1.9M
7,447
-25%
减持
NOW
SERVICENOW
-$1.8M
233
-91%
清仓
GWW
GRAINGER WW INC
-$1.8M
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC
-$1.8M
515
-89%
减持
JPM
JPMORGAN CHASE & CO
-$1.8M
35,647
-22%
减持
GOOGL
ALPHABET INC
-$1.8M
36,547
-15%
减持
VOO
VANGUARD INDEX FDS
-$1.7M
5,963
-39%
减持
QQQ
INVESCO QQQ TR
-$1.6M
37,629
-10%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.6M
5,185
+213%
减持
ORCL
ORACLE CORP
-$1.4M
1,291
-89%
增持
FTSM
FIRST TR EXCHANGE TRADED FD
+$1.4M
207,253
+12%
清仓
—
LINDE PLC
-$1.4M
0
-100%
减持
DIVO
AMPLIFY ETF TR
-$1.4M
7,388
-83%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.3M
7,142
-53%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.3M
1,540
-63%
清仓
XOP
SPDR SER TR
-$1.3M
0
-100%
增持
BX
BLACKSTONE GROUP INC
+$1.3M
39,733
+3%
减持
HD
HOME DEPOT INC
-$1.3M
4,537
-50%
减持
JEPQ
P MORGAN EXCH TRADED FD
-$1.3M
64,080
-25%
清仓
CMG
CHIPOLTE MEXICAN GRILL
-$1.3M
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$1.2M
0
-100%
清仓
SMOT
VANECK ETF TR
-$1.2M
0
-100%
清仓
COP
CONOCOPHILLIPS
-$1.2M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.2M
11,947
-39%
减持
XLE
SELECT SECTOR SPDR TR
-$1.2M
6,196
-67%
清仓
PJUL
INNOVATOR ETFS TR
-$1.2M
0
-100%
增持
IJS
ISHARES TR
+$1.2M
60,278
+10%
减持
VTI
VANGUARD INDEX FDS
-$1.1M
3,580
-56%
增持
BAR
GRANITESHARES GOLD TR
+$1.1M
367,139
+0%
减持
NFLX
NETFLIX INC
-$1.1M
1,286
-58%
清仓
PSX
PHILLIPS 66
-$1.1M
0
-100%
增持
RQI
COHEN & STEERS QUALITY INCOME
+$1.1M
418,100
+1%
清仓
KLAC
KLA CORP
-$1.1M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.0M
3,698
-64%
减持
AXP
AMERICAN EXPRESS
-$1.0M
1,821
-72%
清仓
IWB
ISHARES TR
-$1.0M
0
-100%
减持
CAT
CATERPILLAR INC
-$988.6K
6,906
-38%
清仓
IBIT
ISHARES BITCOIN TR
-$984.3K
0
-100%
减持
—
EXXON MOBIL CORP
-$974.4K
49,550
-16%
清仓
—
GARMIN LTD
-$969.4K
0
-100%
清仓
DECK
DECKERS OUTDOOR CORP
-$955.4K
0
-100%
清仓
IAU
ISHARES GOLD TR
-$945.8K
0
-100%
清仓
—
CHUBB LIMITED
-$932.4K
0
-100%
清仓
FANG
DIANMONDBACK ENERGY INC
-$919.0K
0
-100%
增持
PYLD
PIMCO ETF TR
+$917.4K
98,700
+48%
清仓
MPC
MARATHON PETE CORP
-$904.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$902.4K
1,611
-56%
减持
EOG
EOG RES INC
-$889.2K
19,527
-25%
增持
BBUS
J P MORGAN EXCH TRADED FD
+$875.9K
42,086
+19%
增持
IJH
ISHARES TR
+$870.6K
128,714
+5%
减持
CVX
CHEVRON CORP NEW
-$869.9K
13,192
-27%
减持
WMT
WALMART INC
-$866.0K
10,793
-58%
清仓
—
WALGREENS BOOTS ALLIANCE
-$862.9K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$853.3K
7,767
+4%
减持
PEP
PEPSICO INC
-$842.3K
3,064
-63%
减持
AXON
AXON ENTERPRISE INC
+$826.5K
9,777
-7%
清仓
—
SUPER MICRO COMPUTER
-$808.8K
0
-100%
减持
—
EATON CORP PLC
-$778.8K
1,512
-63%
增持
ALL
ALLSTATE CORP
+$770.1K
23,410
+2%
增持
HIMS
HIMS & HERS HEALTH INC
+$747.2K
103,447
+80%
清仓
SHY
ISHARES TR
-$739.9K
0
-100%
减持
DE
DEERE & CO
-$738.0K
648
-76%
减持
TSLA
TESLA INC
-$723.0K
3,781
-56%
清仓
ODFL
OLD DOMINION FREIGHT
-$697.6K
0
-100%
清仓
CME
CME GROUP INC
-$693.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$679.8K
31,831
+2%
减持
MPT
MEDICAL PPTYS TRUST INC
+$635.1K
442,100
-2%
减持
LMT
LOCKHEED MARTIN
-$634.8K
493
-75%
清仓
MOAT
VANECK ETF TR
-$633.0K
0
-100%
清仓
PMAY
INNOVATOR ETFS TR
-$627.2K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$625.9K
0
-100%
减持
ABBV
ABBVIE INC
+$621.3K
28,790
-2%
减持
IWR
ISHARES TR
-$617.6K
13,212
-40%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$612.8K
81,358
+5%
清仓
GDX
VANECK ETF TR
-$611.2K
0
-100%
减持
ZS
ZSCALER INC
-$609.9K
3,530
-44%
减持
—
LAM RESEARCH CORP
-$575.4K
1,414
-13%
增持
AGG
ISHARES TR
+$566.5K
50,001
+8%
清仓
IUSV
ISHARES TR
-$565.1K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$563.4K
0
-100%
清仓
NULV
NUSHARES ETF TR
-$562.3K
0
-100%
增持
CUBE
CUBESMART
+$562.1K
47,706
+7%
清仓
DELL
DELL TECHNOLOGIES
-$557.0K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$553.5K
1,412
-68%
清仓
MINT
PIMCO ETF TR
-$547.6K
0
-100%
增持
XPHDX
PIONEER FLOATING RATE TR
+$533.5K
703,350
+6%
减持
IWF
ISHARES TR
-$532.8K
869
-63%
减持
PFE
PFIZER INC
-$530.2K
9,320
-67%
减持
—
ASML HOLDING N V
-$511.0K
252
-64%
减持
IVV
ISHARES TR
-$474.9K
11,132
-12%
清仓
CVS
CVS HEALTH CORP
-$467.1K
0
-100%
减持
IEFA
ISHARES TR
-$465.6K
5,249
-56%
减持
QCOM
QUALCOMM INC
-$458.5K
9,882
-8%
清仓
ADI
ANALOG DEVICES
-$454.2K
0
-100%
增持
HYLB
DBX ETF TR
+$452.3K
134,583
+6%
减持
VZ
VERIZON COMMUNICATIONS
+$421.5K
119,845
-0%
减持
VUG
VANGUARD INDEX FDS
+$420.5K
64,377
-1%
清仓
JQUA
P MORGAN EXCH TRADED FD
-$414.7K
0
-100%
增持
EBND
SPDR SER TR
+$410.7K
100,240
+16%
减持
IEMG
ISHARES INC
-$394.9K
10,258
-44%
减持
INTC
INTEL CORP COM
-$390.5K
22,628
-24%
清仓
SNOW
SNOWFLAKE INC
-$384.5K
0
-100%
增持
TDTT
FLEXSHARES TR
+$377.7K
139,913
+10%
清仓
PMAR
INNOVATOR ETFS TR
-$377.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$375.3K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$367.5K
13,816
-6%
增持
IWM
ISHARES TR
+$366.8K
4,587
+44%
减持
KO
COCA COLA CO
-$356.6K
6,588
-49%
减持
BAC
BANK AMERICA CORP
-$353.6K
40,242
-18%
增持
FTSL
FIRST TR EXCHANGE TRADED FD
+$353.1K
143,100
+5%
增持
TLT
ISHARES TR
+$344.3K
20,597
+13%
减持
TMUS
T MOBIL US INC
-$336.4K
1,435
-60%
清仓
NULG
NUSHARES ETF TR
-$326.8K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$326.5K
0
-100%
减持
CSCO
CISCO SYS INC
-$325.7K
12,285
-40%
增持
FMB
FIRST TR EXCHANGE TRADED FD
+$321.5K
96,300
+5%
清仓
DG
DOLLAR GEN CORP NEW
-$320.6K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$311.8K
7,757
-4%
清仓
TRUP
TRUPANION INC
-$311.4K
0
-100%
减持
MCD
MCDONALDS CORP
-$310.6K
8,164
-26%
减持
ADP
AUTOMATIC DATA PROCESSING
-$309.3K
929
-61%
增持
—
BANK AMERICA CORP
+$308.0K
3,230
+2%
