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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 14
增持 92
减持 33
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$8.1M
170,167
+13%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.9M
34,001
-38%
增持
HIMS
HIMS & HERS HEALTH INC
-$3.7M
187,937
+9%
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
GOOGL
ALPHABET INC
+$3.3M
41,613
+4%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
252,119
+4%
增持
VTI
VANGUARD INDEX FDS
+$2.9M
12,724
+198%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$2.8M
164,545
+50%
建仓
VO
VANGUARD INDEX FDS
+$2.7M
9,222
减持
GOOG
ALPHABET INC
+$2.6M
39,410
-1%
增持
PSQO
PALMER SQUARE FUNDS TRUST
+$2.4M
612,021
+24%
清仓
XPHDX
PIONEER FLOATING RATE FUND INC COM
-$2.3M
0
-100%
减持
VST
VISTRA CORP
-$2.1M
14,178
-37%
增持
VOO
VANGUARD INDEX FDS
+$2.1M
16,045
+23%
增持
PYLD
PIMCO ETF TR
+$2.0M
418,823
+23%
减持
LLY
ELI LILLY & CO
+$2.0M
6,549
-0%
减持
EOG
EOG RES INC
-$2.0M
22,216
-43%
增持
BAR
GRANITESHARES GOLD TR
+$2.0M
406,447
+1%
增持
AMZN
AMAZON COM INC
+$1.8M
71,456
+7%
建仓
SCHB
SCHWAB STRATEGIC TR
+$1.6M
61,200
增持
VUG
VANGUARD INDEX FDS
+$1.5M
79,105
+2%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.4M
259,529
+10%
增持
IJS
ISHARES TR
+$1.4M
100,973
+10%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
14,168
-19%
增持
VB
VANGUARD INDEX FDS
+$1.3M
6,821
+291%
增持
MSFT
MICROSOFT CORP
-$1.3M
43,471
+1%
增持
TAXX
BONDBLOXX ETF TRUST
+$1.2M
41,839
+143%
增持
AXON
AXON ENTERPRISE INC
-$1.2M
9,657
+4%
增持
EMB
ISHARES TR
+$1.1M
58,293
+24%
增持
QQQ
INVESCO QQQ TR
+$1.1M
39,764
+2%
增持
FDX
FEDEX CORP
+$1.1M
16,457
+5%
增持
UBER
UBER TECHNOLOGIES INC
-$1.0M
81,917
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.0M
10,714
+2%
增持
NVDA
NVIDIA CORPORATION
+$917.9K
249,202
+2%
增持
META
META PLATFORMS INC
-$909.6K
14,314
+1%
增持
IJT
ISHARES TR
+$880.7K
70,154
+10%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$854.7K
314,150
+27%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$852.9K
19,906
+383%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$752.2K
7,558
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$751.8K
51,792
+11%
增持
ULTA
ULTA BEAUTY INC
+$716.0K
9,906
+3%
清仓
TJUL
INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027
-$699.9K
0
-100%
增持
LNG
CHENIERE ENERGY INC
-$696.5K
23,180
+5%
增持
IJH
ISHARES TR
+$679.5K
162,578
+6%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$612.4K
9,845
+127%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$525.2K
37,212
+39%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$511.9K
561,750
+19%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$498.3K
20,822
+153%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$470.1K
74,204
+3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$454.7K
16,021
-1%
增持
IEMG
ISHARES INC
+$453.5K
81,431
+7%
减持
ARM
ARM HOLDINGS PLC
-$421.9K
5,887
-22%
增持
BX
BLACKSTONE INC
-$408.8K
44,002
+5%
增持
BITB
BITWISE BITCOIN ETF TR
-$405.0K
30,926
+3%
增持
AMJB
JPMORGAN CHASE FINL CO LLC
+$388.6K
144,810
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$374.0K
129,670
+1%
建仓
SLV
ISHARES SILVER TR
+$370.5K
5,751
减持
PANW
PALO ALTO NETWORKS INC
-$368.2K
13,162
-4%
增持
EWJ
ISHARES INC
+$366.8K
72,186
+6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$361.8K
4,383
+68%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$361.1K
15,653
+5%
增持
TDTT
FLEXSHARES TR
+$353.5K
188,741
+10%
增持
NFLX
NETFLIX INC
-$350.8K
17,421
+953%
减持
BLK
BLACKROCK INC
-$330.3K
1,020
-16%
增持
TSLA
TESLA INC
+$328.0K
3,703
+23%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$323.3K
55,206
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
+$313.4K
10,507
-12%
减持
HD
HOME DEPOT INC
-$312.7K
5,033
-0%
清仓
RBLX
ROBLOX CORP CL A
-$311.7K
0
-100%
增持
WMT
WALMART INC
+$300.6K
17,160
+10%
减持
HYT
BLACKROCK CORPOR HI YLD FD I
-$297.9K
399,075
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$273.8K
118,786
-4%
清仓
AVAV
AEROVIRONMENT INC COM
-$270.8K
0
-100%
增持
AMLP
ALPS ETF TR
+$266.1K
86,541
+7%
建仓
ETHA
ISHARES ETHEREUM TR
+$264.9K
11,811
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$264.9K
24,050
+14%
增持
JNJ
JOHNSON & JOHNSON
+$261.8K
11,151
+1%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$261.3K
3,278
减持
LRCX
LAM RESEARCH CORP
+$260.5K
11,869
-10%
增持
BA
BOEING CO
+$256.2K
4,855
+31%
建仓
XLU
SELECT SECTOR SPDR TR
+$254.6K
5,964
减持
STWD
STARWOOD PPTY TR INC
-$248.1K
87,700
-7%
增持
CRWV
COREWEAVE INC
-$246.6K
4,335
+7%
增持
COST
COSTCO WHSL CORP NEW
-$245.3K
8,768
+4%
清仓
OKLO
OKLO INC COM CL A
-$244.5K
0
-100%
增持
LQD
ISHARES TR
+$235.1K
22,688
+12%
增持
NOC
NORTHROP GRUMMAN CORP
-$226.3K
9,340
+3%
增持
HGER
HARBOR ETF TRUST
+$222.9K
30,958
+46%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$222.8K
23,009
+13%
减持
AJAN
INNOVATOR ETFS TRUST
-$220.5K
54,980
-14%
清仓
ZTS
ZOETIS INC CL A
-$216.8K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$216.5K
2,640
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$214.1K
155,424
+3%
建仓
IONQ
IONQ INC
+$210.9K
4,700
清仓
WRB
BERKLEY W R CORP COM
-$209.7K
0
-100%
建仓
MCK
MCKESSON CORP
+$205.9K
251
建仓
FITB
FIFTH THIRD BANCORP
+$205.4K
4,389
清仓
NOW
SERVICENOW INC COM
-$204.3K
0
-100%
增持
WING
WINGSTOP INC
+$198.9K
1,995
+81%
增持
NTAP
NETAPP INC
-$198.8K
17,817
+0%
减持
TER
TERADYNE INC
+$192.5K
4,533
-9%
减持
ZS
ZSCALER INC
-$190.1K
1,753
-10%
减持
HON
HONEYWELL INTL INC
-$177.3K
6,508
-5%
增持
FPE
FIRST TR EXCH TRADED FD III
+$172.9K
157,119
+7%
减持
AVGO
BROADCOM INC
+$169.9K
24,412
-3%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$163.6K
1,116
增持
EELV
INVESCO EXCH TRADED FD TR II
+$159.5K
71,338
+6%
增持
SNOW
SNOWFLAKE INC
-$157.7K
30,756
+0%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$153.9K
17,738
+11%
增持
JEMA
J P MORGAN EXCHANGE TRADED F
+$152.8K
12,828
+28%
减持
IVV
ISHARES TR
+$144.6K
9,870
-0%
建仓
PM
PHILIP MORRIS INTL INC
+$142.3K
887
增持
IQLT
ISHARES TR
+$140.9K
52,163
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$139.5K
2,735
+48%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$139.3K
15,592
+10%
增持
DLN
WISDOMTREE TR
+$138.1K
63,323
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$138.0K
4,215
+3%
增持
DE
DEERE & CO
+$134.8K
1,849
+16%
增持
ITA
ISHARES TR
+$131.7K
4,247
+14%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$131.3K
0
-100%
增持
BAC
BANK AMERICA CORP
+$130.8K
37,434
+0%
减持
VXF
VANGUARD INDEX FDS
-$127.0K
5,935
-9%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$122.1K
16,164
+19%
减持
V
VISA INC
+$120.4K
13,575
-0%
增持
MRK
MERCK & CO INC
+$120.1K
5,203
+2%
减持
CSCO
CISCO SYS INC
+$118.0K
17,334
-3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$117.0K
6,279
+29%
增持
ORCL
ORACLE CORP
-$113.5K
2,824
+20%
建仓
LPTH
LIGHTPATH TECHNOLOGIES INC
+$108.0K
10,000
减持
GD
GENERAL DYNAMICS CORP
-$106.4K
935
-24%
增持
XLE
SELECT SECTOR SPDR TR
-$105.9K
7,271
+51%
增持
DIVO
AMPLIFY ETF TR
+$102.8K
12,204
+24%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$101.0K
3,662
+0%
减持
INDA
ISHARES TR
+$99.1K
100,481
-2%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$97.0K
5,390
-1%
减持
GBCI
GLACIER BANCORP INC NEW
-$96.4K
17,700
-2%
清仓
MSTR
STRATEGY INC CL A NEW
-$92.8K
0
-100%
增持
MCHI
ISHARES TR
-$89.5K
91,142
+8%
增持
ICOW
PACER FDS TR
+$89.4K
25,178
+4%
增持
CMI
CUMMINS INC
+$88.8K
956
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$87.5K
6,824
-0%
减持
MPT
MEDICAL PPTYS TRUST INC
-$84.9K
252,900
-5%
增持
—
LYONDELLBASELL INDUSTRIES N
+$81.3K
12,240
+34%
清仓
EVLV
EVOLV TECHNOLOGIES HLDNGS INC COM CL A
-$80.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$77.4K
8,814
+1%
增持
—
BANK AMERICA CORP
-$74.4K
2,885
+0%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$71.3K
4,493
+17%
增持
—
EATON CORP PLC
-$70.1K
1,573
+3%
增持
TGT
TARGET CORP
+$69.3K
6,051
+4%
减持
PG
PROCTER AND GAMBLE CO
-$69.1K
5,040
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$68.7K
7,376
+3%
