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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 74
减持 44
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$8.0M
245,103
-5%
减持
AAPL
APPLE INC
-$6.9M
150,311
-7%
减持
DLN
WISDOMTREE TR
-$5.9M
61,510
-56%
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。
建仓
PSQO
PALMER SQUARE FUNDS TRUST
+$5.6M
277,113
减持
EMXC
ISHARES TR
-$5.5M
9,269
-91%
建仓
EWJ
ISHARES TR
+$4.5M
65,744
建仓
MCHI
ISHARES TR
+$4.5M
81,923
增持
IEMG
ISHARES INC
+$3.4M
73,436
+535%
减持
VOO
VANGUARD INDEX FDS
-$3.0M
7,838
-40%
清仓
CMCSA
COMCAST CORP NEW
-$2.5M
0
-100%
增持
SNOW
SNOWFLAKE INC
+$2.3M
17,033
+1083%
增持
VTV
VANGUARD INDEX FDS
+$2.2M
226,168
+4%
清仓
CUBE
CUBESMART
-$2.2M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
5,084
+258%
减持
BAR
GRANITESHARES GOLD TR
+$1.9M
402,345
-1%
增持
VUG
VANGUARD INDEX FDS
-$1.8M
74,977
+4%
减持
AGG
ISHARES TR
-$1.8M
32,399
-37%
增持
VZ
VERIZON COMMUNICATIONS
+$1.7M
118,542
+29%
增持
AMZN
AMAZON COM INC
-$1.7M
63,464
+1%
建仓
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.6M
32,585
减持
FTSM
FIRST TR EXCHANGE TRADED FD
-$1.6M
190,091
-12%
增持
QQQ
INVESCO QQQ TR
-$1.5M
37,408
+1%
减持
GOOG
ALPHABET INC
-$1.5M
39,704
-1%
增持
HIMS
HIMS & HERS HEALTH INC
+$1.4M
156,266
+17%
增持
MSFT
MICROSOFT CORP
-$1.3M
41,753
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
14,649
+2%
增持
ABBV
ABBVIE INC
+$1.2M
33,089
+3%
增持
AVGO
BROADCOM INC
-$1.2M
21,802
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.2M
15,675
-62%
增持
UBER
UBER TECHNOLOGIES INC
+$1.1M
78,457
+3%
增持
BX
BLACKSTONE GROUP INC
-$1.1M
41,180
+4%
增持
GOOGL
ALPHABET INC
-$938.0K
38,331
+6%
增持
EOG
EOG RES INC
+$914.7K
22,270
+41%
减持
RSP
INVESCO EXCHANGE TRADED FD
-$876.1K
51,751
-8%
增持
—
EXXON MOBIL CORP
+$814.6K
53,535
+4%
增持
PYLD
PIMCO ETF TR
+$733.5K
153,650
+20%
建仓
PCMM
BONDBLOXX ETF TRUST
+$720.5K
14,161
增持
IJS
ISHARES TR
-$683.9K
88,622
+3%
清仓
FITB
FIFTH THIRD BANCORP
-$606.1K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$571.7K
36,020
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$568.0K
4,179
-16%
增持
VGK
VANGUARD INTL EQUITY INDEX FD
+$564.8K
70,675
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$563.5K
8,752
+5%
增持
COST
COSTCO WHSL CORP
+$542.5K
7,879
+4%
增持
IJT
ISHARES TR
-$523.3K
62,673
+2%
增持
ALL
ALLSTATE CORP
+$518.6K
24,284
+4%
减持
MPT
MEDICAL PPTYS TRUST INC
+$504.3K
345,850
-14%
减持
META
META PLATFORMS INC
-$489.2K
13,933
-4%
增持
AXON
AXON ENTERPRISE INC
-$488.0K
9,980
+3%
增持
LNG
CHENIERE ENERGY INC
+$476.7K
22,093
+2%
建仓
IAU
ISHARES GOLD TR
+$452.8K
7,680
减持
TSLA
TESLA INC
-$446.2K
2,880
-2%
清仓
BA
BOEING CO
-$433.5K
0
-100%
减持
V
VISA INC COM
+$423.5K
13,026
-1%
增持
JPM
JPMORGAN CHASE & CO
+$418.1K
32,694
+3%
增持
VXF
VANGUARD INDEX FDS
+$412.0K
6,233
+79%
增持
JEPI
J P MORGAN EXCHANGE TRADED FD
+$409.6K
132,463
+6%
清仓
DVN
DEVON ENERGY CORP NEW
-$393.6K
0
-100%
建仓
HGER
HARBOR ETF TRUST
+$380.1K
15,803
增持
INDA
ISHARES TR
+$371.4K
102,957
+10%
增持
CRWD
CROWDSTRIKE HOLDS INC
+$356.7K
16,005
+4%
增持
FDX
FEDEX CORP
-$343.1K
15,521
+6%
增持
HYLB
DBX ETF TR
+$338.9K
148,959
+7%
减持
IVV
ISHARES TR
-$338.6K
11,282
-1%
增持
ULTA
ULTA BEAUTY INC
-$335.4K
9,521
+8%
减持
TGT
TARGET CORP
-$335.2K
5,528
-18%
清仓
BBMC
J P MORGAN BETABUILDERS MID CAP
-$324.4K
0
-100%
增持
AMJB
JPMORGAN CHASE FINL CO LLC
+$320.0K
97,810
+1%
增持
TDTT
FLEXSHARES TR
+$317.0K
154,869
+6%
建仓
VB
VANGUARD INDEX FDS
+$310.9K
1,402
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$308.8K
3,200
增持
TLT
ISHARES TR
+$305.0K
20,164
+15%
建仓
LOW
LOWES COS INC
+$304.8K
1,307
增持
IJH
ISHARES TR
-$302.2K
145,105
+3%
增持
JNJ
JOHNSON & JOHNSON
+$293.5K
8,398
+10%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$288.4K
140,750
+20%
增持
FPE
FIRST TR EXCHANGE TRADED FD
+$283.5K
179,969
+11%
增持
RQI
COHEN & STEERS QUALITY INCOME
+$275.6K
404,250
+3%
清仓
HPE
HEWLETT PACKARD ENTERPRISE CO
-$267.9K
0
-100%
增持
MCD
MCDONALDS CORP
+$265.7K
7,609
+4%
增持
UEC
URANIUM ENERGY CORP
+$263.2K
374,808
+64%
增持
EMB
ISHARES TR
+$263.0K
43,469
+5%
清仓
FICO
FAIR ISAAC CORP
-$238.9K
0
-100%
增持
IQLT
ISHARES TR
+$235.4K
47,892
+7%
清仓
NOW
SERVICENOW INC
-$226.9K
0
-100%
建仓
ED
CONSOLIDATED EDISON INC
+$225.5K
2,039
清仓
ANET
ARISTA NETWORKS INC
-$223.7K
0
-100%
减持
IWO
ISHARES TR
-$222.1K
1,762
-25%
清仓
SOUN
SOUNDHOUND AI INC
-$216.3K
0
-100%
清仓
JEF
JEFFERIES FINL GROUP INC
-$215.6K
0
-100%
清仓
URI
UNITED RENTALS INC
-$214.2K
0
-100%
建仓
AFL
AFLAC INC
+$210.7K
1,895
建仓
WING
WINGSTOP INC
+$205.3K
910
增持
FTSL
FIRST TR EXCHANGE TRADED FD
+$204.5K
142,496
+5%
建仓
EXC
EXELON CORP
+$203.4K
4,414
清仓
NANC
TIDAL ETF TR
-$201.8K
0
-100%
建仓
BIL
SPDR SER TR
+$201.5K
2,197
减持
PANW
PALO ALTO NETWORKS INC
-$200.7K
13,308
-2%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$200.5K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX FD
-$199.6K
23,407
-18%
减持
TER
TERADYNE INC
-$199.6K
3,910
-6%
减持
IWR
ISHARES TR
-$197.2K
5,401
-27%
增持
AMLP
ALPS ETF TR
+$183.6K
48,065
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED FD
-$180.7K
85,762
+5%
增持
GD
GENERAL DYNAMICS CORP
+$168.4K
1,366
+76%
增持
NEE
NEXTERA ENERGY INC
+$168.4K
7,018
+53%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$163.2K
64,353
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$163.1K
7,024
-2%
增持
BBUS
J P MORGAN EXCH TRADED FD
-$159.3K
47,659
+2%
清仓
—
ENFUSION ENERGY INC
-$159.0K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED FD
+$157.7K
17,813
+21%
减持
QCOM
QUALCOMM INC
-$156.2K
7,685
-12%
减持
GBCI
GLACIER BANCORP NEW
-$148.7K
18,500
-4%
增持
GS
GOLDMAN SACHS GROUP INC
-$145.6K
10,432
+2%
减持
VGT
VANGUARD INFORMATION TECH
-$138.0K
1,218
-5%
增持
WMT
WALMART INC
+$137.3K
14,347
+16%
增持
AMD
ADVANCED MICRO DEVICES
-$133.7K
11,858
+6%
减持
VTI
ANGUARD INDEX FDS
-$132.1K
4,346
-9%
减持
HYT
BLACKROCK CORPOR HI YLD FD
-$131.9K
388,050
-1%
减持
IWN
ISHARES TR
-$129.0K
1,828
-26%
建仓
KWEB
KRANESHARES TRUST
+$126.9K
3,636
减持
DBMF
LITMAN GREGORY FDS TR
-$126.3K
22,706
-15%
增持
LULU
LULULEMON ATHLETICA INC
-$124.7K
1,525
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$123.6K
7,709
+11%
增持
HD
HOME DEPOT INC
+$121.2K
4,671
+14%
减持
BAC
BANK AMERICA CORP
-$116.5K
36,207
-2%
增持
XPHDX
PIONEER FLOATING RATE TR
+$113.7K
683,600
+4%
增持
CALF
PACER FDS TR
-$111.1K
19,604
+2%
减持
JAVA
J P MORGAN EXCH TRADED FD
-$110.9K
14,988
-11%
减持
OXY
OCCIDENTAL PETE CORP
-$108.9K
4,376
-33%
减持
ET
ENERGY TRANSFER L P
-$107.3K
32,261
-11%
减持
GLD
SPDR GOLD TR
-$104.5K
559
-49%
减持
DIS
DISNEY WALT CO
-$103.8K
6,066
-4%
减持
IWM
ISHARES TR
-$103.7K
3,748
-3%
增持
HON
HONEYWELL INTL INC
-$102.2K
7,696
+0%
减持
SHOP
SHOPIFY INC
-$97.9K
6,155
-5%
增持
RTX
RTX CORPORATION
+$97.2K
2,780
+19%
增持
CSQ
CALAMOS STRATEGIC TOTL RETN FD
-$91.0K
64,098
+1%
增持
ADBE
ADOBE SYSTEMS INC
+$89.5K
9,008
+19%
增持
—
BANK AMERICA CORP
+$89.5K
3,055
+1%
减持
DLR
DIGITAL RLTY TR INC
-$87.5K
2,346
-2%
减持
MRK
MERCK & CO. INC
-$87.3K
7,324
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$86.2K
359
-1%
增持
—
EATON CORP PLC
-$83.2K
1,523
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$82.5K
3,717
+8%
减持
FMB
FIRST TR EXCHANGE TRADED FD
-$82.5K
96,900
-1%
减持
WELL
WELLTOWER INC
+$80.6K
3,338
-2%
增持
ICOW
PACER FDS TR
+$79.0K
22,837
+4%
增持
ITA
ISHARES TR
+$74.5K
3,530
+10%
增持
JGRO
J P MORGAN EXCHNGE TRADED FD
+$72.7K
13,752
+18%
