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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 26
增持 90
减持 30
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$7.5M
149,964
+0%
减持
NVDA
NVIDIA CORPORATION COM
+$6.8M
244,175
-0%
减持
—
EXXON MOBIL CORP COM
-$4.9M
8,721
-84%
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
XPHDX
PIONEER FLOATING RATE FUND INC COM
-$4.4M
232,000
-66%
建仓
VST
VISTRA CORP COM
+$4.4M
22,384
增持
VUG
VANGUARD GROWTH ETF
+$3.3M
77,397
+0%
增持
VTV
VANGUARD VALUE ETF
+$2.9M
241,396
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.8M
39,996
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$2.7M
55,565
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$2.5M
39,951
-2%
增持
BAR
GRANITESHARES GOLD SHARES
+$2.2M
401,057
+0%
建仓
NTAP
NETAPP INC COM
+$2.1M
17,785
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$2.1M
38,800
+1%
增持
ABBV
ABBVIE INC COM
+$1.8M
35,783
+3%
增持
GSY
INVESCO ULTRA SHORT DURATION ETF
+$1.8M
109,430
+49%
增持
EOG
EOG RES INC COM
+$1.8M
38,862
+78%
增持
HIMS
HIMS & HERS HEALTH INC COM CL A
+$1.7M
172,660
+7%
增持
AVGO
BROADCOM INC COM
+$1.5M
25,094
+2%
增持
PSQO
PALMER SQUARE CREDIT OPPORTUNITIES ETF
+$1.4M
494,976
+15%
增持
AMLP
ALERIAN MLP ETF
+$1.3M
81,037
+58%
增持
MSFT
MICROSOFT CORP COM
+$1.3M
43,051
+2%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$1.2M
91,571
+2%
增持
VOO
VANGUARD S&P 500 ETF
+$1.1M
13,021
+8%
减持
AXON
AXON ENTERPRISE INC COM
-$1.0M
9,322
-0%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.0M
10,526
+1%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$981.3K
9,112
-0%
增持
MCHI
ISHARES MSCI CHINA ETF
+$953.6K
84,505
+1%
增持
BX
BLACKSTONE INC COM
+$942.2K
42,091
+1%
清仓
BBIN
JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
-$902.1K
0
-100%
增持
AMJB
ALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044
+$871.8K
133,560
+32%
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$811.3K
340,394
+9%
增持
ULTA
ULTA BEAUTY INC COM
+$790.8K
9,652
+1%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$735.4K
63,765
+2%
减持
JPM
JPMORGAN CHASE & CO. COM
+$692.5K
31,995
-1%
增持
BBUS
JPMORGAN BETABUILDERS U.S. EQUITY ETF
+$686.3K
46,699
+6%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$662.3K
236,724
+5%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$653.5K
20,399
+71%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$644.3K
154,016
+2%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$634.9K
17,392
+1%
增持
AMZN
AMAZON COM INC COM
+$625.2K
66,823
+4%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
+$607.2K
246,600
+18%
增持
TAXX
BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF
+$595.3K
17,214
+211%
增持
RQI
COHEN & STEERS QUALITY INCOME COM
+$586.8K
473,400
+11%
建仓
CRWV
COREWEAVE INC COM CL A
+$557.0K
4,070
增持
LRCX
LAM RESEARCH CORP COM NEW
+$516.5K
13,228
+3%
增持
JNJ
JOHNSON & JOHNSON COM
+$501.2K
11,034
+9%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$463.2K
76,158
+0%
增持
UBER
UBER TECHNOLOGIES INC COM
+$405.2K
79,007
+0%
增持
COST
COSTCO WHSL CORP NEW COM
-$402.3K
8,433
+2%
增持
EWJ
ISHARES MSCI JAPAN ETF
+$399.1K
68,089
+1%
增持
TSLA
TESLA INC COM
+$398.6K
3,007
+2%
增持
ALL
ALLSTATE CORP COM
+$379.0K
24,611
+1%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$360.5K
123,872
-5%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$358.1K
54,797
-1%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$357.3K
62,506
+1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$330.0K
4,276
+21%
减持
IVV
ISHARES CORE S&P 500 ETF
-$328.1K
9,885
-12%
减持
MO
ALTRIA GROUP INC COM
+$327.0K
44,664
-0%
增持
INDA
ISHARES MSCI INDIA ETF
-$324.8K
102,417
+1%
建仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$307.8K
2,113
建仓
GLD
SPDR GOLD SHARES
+$306.8K
863
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$302.5K
14,932
+1%
增持
HD
HOME DEPOT INC COM
+$292.3K
5,046
+6%
建仓
JIG
JPMORGAN INTERNATIONAL GROWTH ETF
+$292.3K
3,879
建仓
JIVE
JPMORGAN INTERNATIONAL VALUE ETF
+$289.4K
3,838
增持
EMB
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
+$269.5K
47,039
+4%
建仓
CAT
CATERPILLAR INC COM
+$268.9K
563
清仓
FTNT
FORTINET INC COM
-$262.7K
0
-100%
增持
TER
TERADYNE INC COM
+$256.8K
4,976
+5%
建仓
—
NEBIUS GROUP N.V. SHS CLASS A
+$253.7K
2,260
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$249.9K
16,242
+1%
减持
MPT
MEDICAL PPTYS TRUST INC COM
-$249.8K
266,150
-28%
建仓
OKLO
OKLO INC COM CL A
+$244.5K
2,190
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$243.3K
1,670
减持
INTC
INTEL CORP COM
+$242.1K
22,661
-2%
增持
HYT
BLACKROCK CORPOR HI YLD FD INC COM
+$239.5K
405,225
+9%
增持
ORCL
ORACLE CORP COM
+$238.8K
2,361
+21%
减持
TJUL
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027
-$232.9K
23,900
-26%
建仓
APH
AMPHENOL CORP NEW CL A
+$232.9K
1,882
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$231.9K
15,917
+9%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$231.3K
11,971
-0%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$229.1K
21,077
+11%
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$224.5K
9,632
+0%
建仓
JBND
JPMORGAN ACTIVE BOND ETF
+$223.4K
4,125
增持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
+$222.9K
147,465
+6%
建仓
DGX
QUEST DIAGNOSTICS INC COM
+$222.0K
1,165
建仓
PFE
PFIZER INC COM
+$219.1K
8,601
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$212.8K
38,820
+5%
清仓
WM
WASTE MGMT INC DEL COM
-$211.0K
0
-100%
建仓
SPG
SIMON PPTY GROUP INC NEW COM
+$211.0K
1,124
建仓
SOFI
SOFI TECHNOLOGIES INC COM
+$210.8K
7,978
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$210.2K
8,560
建仓
FTGS
FIRST TRUST GROWTH STRENGTH ETF
+$210.1K
5,851
建仓
TMO
THERMO FISHER SCIENTIFIC INC COM
+$210.0K
433
建仓
GE
GE AEROSPACE COM NEW
+$209.8K
698
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
-$209.0K
0
-100%
增持
TDTT
FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND
+$207.3K
172,116
+5%
建仓
PWR
QUANTA SVCS INC COM
+$207.2K
500
增持
SNOW
SNOWFLAKE INC COM SHS
+$206.4K
30,611
+2%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$205.7K
20,319
+8%
增持
VGK
VANGUARD FTSE EUROPE ETF
+$203.5K
71,859
+1%
建仓
MNST
MONSTER BEVERAGE CORP NEW COM
+$201.9K
3,000
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$193.0K
26,758
+16%
减持
JGLO
JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
-$184.5K
12,513
-22%
增持
V
VISA INC COM CL A
-$182.4K
13,593
+0%
减持
HON
HONEYWELL INTL INC COM
-$173.3K
6,874
-1%
增持
FDX
FEDEX CORP COM
+$172.4K
15,686
+1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$169.8K
23,709
+5%
减持
FMB
FIRST TRUST MANAGED MUNICIPAL ETF
-$168.1K
91,900
-5%
增持
BAC
BANK AMERICA CORP COM
+$165.6K
37,373
+0%
减持
SPY
SPDR S&P 500 ETF TRUST
+$165.5K
4,108
-1%
增持
WMT
WALMART INC COM
+$163.3K
15,634
+6%
增持
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$162.3K
9,150
+85%
增持
QCOM
QUALCOMM INC COM
+$153.0K
9,705
+6%
增持
NFLX
NETFLIX INC COM
-$153.0K
1,655
+4%
增持
BLK
BLACKROCK INC COM
+$150.9K
1,219
+1%
增持
VXF
VANGUARD EXTENDED MARKET ETF
+$150.3K
6,536
+3%
减持
APLD
APPLIED DIGITAL CORP COM NEW
+$149.5K
11,675
-1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$148.3K
128,680
+1%
增持
BA
BOEING CO COM
+$148.0K
3,697
+19%
增持
LNG
CHENIERE ENERGY INC COM NEW
-$131.8K
22,140
+1%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$131.3K
2,779
增持
FTSL
FIRST TRUST SENIOR LOAN FUND
+$130.8K
150,888
+2%
建仓
RXST
RXSIGHT INC COM
+$127.7K
14,200
增持
TJX
TJX COS INC NEW COM
+$126.3K
5,299
+2%
增持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$125.8K
9,410
+16%
减持
STWD
STARWOOD PPTY TR INC COM
-$124.7K
94,350
-3%
增持
MCD
MCDONALDS CORP COM
+$122.4K
8,065
+1%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$120.4K
578
+5%
增持
PANW
PALO ALTO NETWORKS INC COM
+$118.8K
13,715
+5%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$116.6K
40,927
+27%
减持
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
-$109.9K
81,677
-8%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$108.5K
8,238
+18%
减持
BITB
BITWISE BITCOIN ETF TRUST
+$107.6K
30,148
-0%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$107.3K
5,460
+2%
增持
FTLS
FIRST TRUST LONG/SHORT EQUITY ETF
+$105.0K
9,552
+12%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$103.8K
15,000
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$102.0K
6,854
-1%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$100.2K
1,237
-0%
增持
DHI
D R HORTON INC COM
+$98.2K
2,310
+2%
减持
WING
WINGSTOP INC COM
-$95.3K
1,100
-0%
建仓
MSTR
STRATEGY INC CL A NEW
+$92.8K
288
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$90.8K
7,193
+1%
减持
GBCI
GLACIER BANCORP INC NEW COM
+$89.8K
18,000
-1%
减持
AJAN
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2026
-$87.5K
63,690
-6%
增持
LLY
ELI LILLY & CO COM
+$85.6K
6,559
+4%
减持
—
BANK AMERICA CORP 7.25CNV PFD L
+$83.8K
2,880
-3%
增持
CALF
PACER US SMALL CAP CASH COWS ETF
+$82.6K
19,924
+0%
增持
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
+$81.6K
3,655
+3%
减持
WELL
WELLTOWER INC COM
+$81.0K
3,440
-1%
