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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 14
增持 47
减持 62
清仓 27
方向
标的
Δ市值
现股数(环比)
清仓
EPI
WISDONTREE TR
-$11.6M
0
-100%
建仓
DLN
WISDOMTREE TR
+$10.8M
138,258
增持
RSP
INVESCO EXCHANGE TRADED FD
+$5.2M
56,160
+117%
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
+$4.9M
72,236
+12%
增持
VOO
VANGUARD INDEX FDS
+$3.9M
13,082
+119%
清仓
COMB
GRANITESHARES ETF TR
-$3.8M
0
-100%
建仓
EMB
ISHARES TR
+$3.7M
41,272
清仓
MCHI
ISHARES TR
-$3.2M
0
-100%
增持
IJS
ISHARES TR
+$2.8M
85,836
+42%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$2.4M
0
-100%
清仓
EBND
SPDR SER TR
-$2.1M
0
-100%
减持
AMZN
AMAZON COM INC
+$2.0M
62,622
-0%
增持
IJT
ISHARES TR
+$2.0M
61,505
+35%
清仓
CMDT
PIMCO ETF TR
-$2.0M
0
-100%
减持
AXON
AXON ENTERPRISE INC
+$1.8M
9,653
-1%
减持
EMXC
ISHARES INC
-$1.7M
108,257
-14%
减持
VZ
VERIZON COMMUNICATIONS
-$1.7M
92,183
-23%
清仓
EMLC
VANECK ETF TR
-$1.6M
0
-100%
建仓
UEC
URANIUM ENERGY CORP
+$1.5M
228,459
增持
INDA
ISHARES TR
+$1.5M
93,632
+61%
减持
VGK
VANGUARD INTL EQUITY INDEX FD
-$1.4M
69,283
-15%
增持
HIMS
HIMS & HERS HEALTH INC
+$1.3M
133,168
+29%
清仓
MA
MASTERCARD INCORPORATED
-$1.2M
0
-100%
减持
RQI
COHEN & STEERS QUALITY INCOME
-$1.1M
392,300
-6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED FD
+$1.1M
81,971
+28%
减持
AVGO
BROADCOM INC
+$1.1M
20,996
-4%
增持
CRWD
CROWDSTRIKE HOLDS INC
+$1.1M
15,450
+3%
减持
MPT
MEDICAL PPTYS TRUST INC
-$1.0M
400,300
-9%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.0M
10,207
+4%
减持
NVDA
NVIDIA CORPORATION
+$998.1K
257,628
-7%
增持
BAR
GRANITESHARES GOLD TR
+$991.3K
406,568
+11%
增持
LNG
CHENIERE ENERGY INC
+$928.2K
21,574
+5%
减持
LLY
ELI LILLY & CO
-$892.8K
6,054
-4%
减持
MSFT
MICROSOFT CORP
-$871.0K
40,339
-3%
减持
GOOGL
ALPHABET INC
+$804.1K
36,268
-1%
减持
BX
BLACKSTONE GROUP INC
+$763.0K
39,713
-0%
减持
AAPL
APPLE INC
-$761.0K
161,026
-9%
增持
VTV
VANGUARD INDEX FDS
+$754.9K
217,577
+5%
增持
IJH
ISHARES TR
+$747.7K
140,732
+9%
减持
FCX
FREEPORT MCMORAN INC
-$731.6K
59,469
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$710.7K
465
-70%
减持
CMCSA
COMCAST CORP NEW
-$699.2K
67,623
-13%
增持
PYLD
PIMCO ETF TR
+$684.8K
127,900
+30%
减持
QQQ
INVESCO QQQ TR
+$647.8K
37,190
-1%
增持
BBUS
J P MORGAN EXCH TRADED FD
+$608.4K
46,900
+11%
减持
AMD
ADVANCED MICRO DEVICES
-$608.3K
11,193
-6%
减持
XPHDX
PIONEER FLOATING RATE TR
-$603.2K
657,025
-7%
减持
HYT
BLACKROCK CORPOR HI YLD FD
-$559.9K
392,400
-10%
增持
FTSM
FIRST TR EXCHANGE TRADED FD
+$536.2K
216,574
+4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$527.1K
6,969
增持
ADBE
ADOBE SYSTEMS INC
-$513.4K
7,568
+1%
减持
IWR
ISHARES TR
-$507.8K
7,428
-44%
清仓
BMY
BRISTOL-MYERS SQUIBB C0
-$493.9K
0
-100%
减持
STWD
STARWOOD PPTY TR
-$491.9K
115,625
-12%
减持
TLT
ISHARES TR
-$490.2K
17,525
-15%
增持
BITB
BITWISE BITCOIN ETF TR
+$486.4K
24,817
+11%
减持
XLV
SELECT SECTOR SPDR TR
-$480.9K
4,686
-36%
清仓
STZ
CONSTELLATION BRANDS INC
-$476.3K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$469.5K
4,958
+17%
清仓
NKE
NIKE INC
-$466.8K
0
-100%
减持
EOG
EOG RES INC
-$459.3K
15,836
-19%
清仓
TTD
THE TRADE DESK INC
-$450.1K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$438.2K
34,235
+8%
减持
GOOG
ALPHABET INC
-$437.6K
40,281
-17%
增持
ULTA
ULTA BEAUTY INC
+$437.1K
8,795
+1%
建仓
BA
BOEING CO
+$433.5K
2,449
减持
—
BANK AMERICA CORP
-$429.7K
3,020
-7%
清仓
ITW
ILLINOIS TOOL WKS INC
-$411.4K
0
-100%
减持
DVN
DEVON ENERGY CORP NEW
-$398.5K
12,025
-41%
减持
IWO
ISHARES TR
-$388.1K
2,336
-37%
清仓
BIL
SPDR SER TR
-$381.7K
0
-100%
减持
MCD
MCDONALDS CORP
-$374.9K
7,282
-11%
清仓
CRM
SALESFORCE COM INC
-$372.1K
0
-100%
增持
CUBE
CUBESMART
-$368.0K
51,342
+8%
增持
FDX
FEDEX CORP
+$356.3K
14,669
+6%
减持
META
META PLATFORMS INC
-$344.9K
14,550
-6%
减持
QCOM
QUALCOMM INC
-$343.8K
8,701
-12%
减持
JNJ
JOHNSON & JOHNSON
-$335.3K
7,601
-14%
减持
AMGN
AMGEN INC
-$324.4K
1,056
-43%
建仓
BBMC
J P MORGAN BETABUILDERS MID CAP
+$324.4K
3,371
增持
UBER
UBER TECHNOLOGIES INC
+$319.9K
76,042
+34%
减持
CVX
CHEVRON CORP NEW
-$312.8K
11,254
-15%
增持
VTI
VANGUARD INDEX FDS
+$312.8K
4,785
+34%
清仓
ATO
ATMOS ENERGY CORP
-$307.9K
0
-100%
增持
COST
COSTCO WHSL CORP
+$307.1K
7,540
+1%
减持
V
VISA INC COM
-$293.7K
13,104
-19%
增持
NFLX
NETFLIX INC
+$284.0K
1,342
+4%
减持
TGT
TARGET CORP
-$270.9K
6,747
-11%
增持
QUAL
ISHARES TR
+$269.8K
6,314
+32%
减持
MRK
MERCK & CO. INC
-$266.8K
7,486
-16%
减持
FTSL
FIRST TR EXCHANGE TRADED FD
-$266.4K
136,255
-5%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$266.3K
8,395
-18%
减持
CSQ
CALAMOS STRATEGIC TOTL RETN FD
-$259.0K
63,700
-20%
增持
IVV
ISHARES TR
+$256.5K
11,340
+2%
增持
—
EXXON MOBIL CORP
-$255.9K
51,617
+4%
增持
ITA
ISHARES TR
+$253.7K
3,206
+126%
清仓
VB
VANGUARD INDEX FDS
-$251.9K
0
-100%
增持
WMT
WALMART INC
+$250.7K
12,421
+15%
减持
HD
HOME DEPOT INC
-$247.4K
4,090
-10%
减持
IWN
ISHARES TR
-$246.6K
2,466
-37%
建仓
TLH
ISHARES TR
+$245.3K
2,464
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$241.6K
4,555
清仓
XBI
SPDR SER TR
-$240.0K
0
-100%
建仓
FTNT
FORTINET INC
+$234.8K
2,485
建仓
CTAS
CINTAS CORP
+$233.9K
1,280
增持
PANW
PALO ALTO NETWORKS INC
-$230.0K
13,583
+72%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$227.4K
117,750
-7%
建仓
ANET
ARISTA NETWORKS INC
+$223.7K
2,024
减持
UNH
UNITEDHEALTH GROUP INC
-$223.4K
1,421
-12%
增持
JAVA
J P MORGAN EXCH TRADED FD
+$223.2K
16,798
+28%
建仓
SNOW
SNOWFLAKE INC
+$222.3K
1,440
清仓
XLC
SELECT SECTOR SPDR TR
-$221.8K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$221.6K
0
-100%
减持
AMJB
JPMORGAN CHASE FINL CO LLC
-$218.5K
96,810
-10%
减持
CL
COLGATE PALMOLIVE CO
-$218.0K
2,236
-45%
清仓
PLD
PROLOGIS INC
-$216.9K
0
-100%
建仓
JEF
JEFFERIES FINL GROUP INC
+$215.6K
2,750
清仓
ED
CONSOLIDATED EDISON INC
-$215.4K
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED EXC
-$214.5K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED FD
-$214.2K
124,446
+0%
减持
ZTS
ZOETIS INC
-$211.9K
2,021
-27%
清仓
BBHY
J P MORGAN EXCHANGE TRADED F
-$210.8K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$204.8K
41,111
+0%
清仓
INDY
ISHARES TR
-$203.8K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$203.4K
0
-100%
减持
TSLA
TESLA INC
+$203.3K
2,953
-22%
建仓
NANC
TIDAL ETF TR
+$201.8K
5,230
增持
—
LAM RESEARCH CORP
-$196.5K
13,255
+837%
减持
AMLP
ALPS ETF TR
-$191.8K
48,025
-10%
增持
NOC
NORTHROP GRUMMAN CORP
-$183.9K
8,348
+7%
减持
SOUN
SOUNDHOUND AI INC
+$165.0K
10,900
-1%
减持
LQD
ISHARES TR
-$162.3K
17,444
-3%
减持
IWM
ISHARES TR
-$161.9K
3,853
-16%
减持
TER
TERADYNE INC
-$159.1K
4,150
-18%
增持
KMI
KINDER MORGAN INC DEL
+$157.6K
23,074
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$153.8K
14,368
+4%
增持
JGLO
J P MORGAN EXCHANGE TRADED FD
+$149.3K
18,504
+21%
增持
IQLT
ISHARES TR
-$148.7K
44,867
+3%
清仓
—
GLOBALSTAR INC
-$145.4K
0
-100%
增持
GLD
SPDR GOLD TR
+$144.6K
1,097
+120%
减持
ARM
ARM HOLDINGS PLC
-$143.7K
4,560
-8%
减持
OHI
OMEGA HEALTHCARE INV INC
-$141.7K
15,800
-13%
减持
PG
PROCTER AND GAMBLE CO
-$138.0K
2,997
-19%
减持
KO
COCA COLA CO
-$133.2K
5,465
-17%
减持
DUK
DUKE ENERGY CORP NEW
-$132.7K
3,442
-21%
增持
DIS
DISNEY WALT CO
+$131.7K
6,309
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$131.5K
7,203
-7%
增持
WMB
WILLIAMS COS INC
+$130.4K
10,852
+8%
增持
EELV
INVESCO EXCH TRADED FD TR II
-$126.7K
59,782
+2%
减持
DHI
D R HORTON INC
-$120.3K
2,282
-1%
