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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 16
增持 48
减持 58
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
QQQ
INVESCO QQQ TR
-$8.9M
26,885
-32%
减持
NVDA
NVIDIA CORPORATION
-$8.4M
218,193
-12%
增持
CVX
CHEVRON CORPORATION
+$7.7M
44,326
+372%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.7M
2,383
-85%
减持
AAPL
APPLE INC
-$6.1M
158,168
-7%
清仓
INDA
ISHARES TR
-$5.4M
0
-100%
减持
DLN
WISDOMTREE TR
-$5.3M
3,256
-95%
减持
MSFT
MICROSOFT CORP
-$5.2M
42,698
-2%
减持
VOO
VANGUARD INDEX FDS
-$4.9M
8,634
-46%
增持
IEMG
ISHARES INC
+$4.5M
142,380
+75%
增持
MCHI
ISHARES TR
+$4.2M
172,159
+89%
建仓
EWY
ISHARES INC
+$4.2M
34,045
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.9M
26,821
-79%
增持
EWJ
ISHARES INC
+$3.8M
113,613
+57%
增持
BA
BOEING CO
+$3.5M
22,972
+373%
增持
VUG
VANGUARD INDEX FDS
-$3.2M
80,963
+2%
增持
VTV
VANGUARD INDEX FDS
+$3.2M
261,740
+4%
增持
EMB
ISHARES TR
+$3.0M
91,647
+57%
建仓
HOOD
ROBINHOOD MKTS INC
+$3.0M
43,010
增持
LNG
CHENIERE ENERGY INC
+$2.5M
24,608
+6%
增持
IJH
ISHARES TR
+$2.3M
193,608
+19%
清仓
EOG
EOG RES INC
-$2.3M
0
-100%
增持
VST
VISTRA CORP
+$2.3M
30,435
+115%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$2.3M
210,310
+28%
增持
PSQO
PALMER SQUARE FUNDS TR
+$2.3M
724,769
+18%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
24,690
+74%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.0M
293,569
+13%
减持
GOOG
ALPHABET INC
-$1.9M
36,646
-7%
增持
HIMS
HIMS & HERS HEALTH INC
-$1.8M
205,903
+10%
建仓
IALT
BLACKROCK ETF TRUST
+$1.7M
60,800
建仓
ALLW
SSGA ACTIVE TR
+$1.6M
55,000
减持
AXON
AXON ENTERPRISE INC
-$1.6M
9,179
-5%
减持
AVGO
BROADCOM INC
-$1.6M
22,176
-9%
增持
AMZN
AMAZON COM INC
-$1.6M
71,641
+0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.6M
2,762
-89%
减持
META
META PLATFORMS INC
-$1.6M
13,798
-4%
清仓
AJAN
INNOVATOR ETFS TRUST
-$1.5M
0
-100%
增持
BAR
GRANITESHARES GOLD TR
+$1.5M
407,472
+0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.5M
56,718
+3%
减持
LLY
ELI LILLY & CO
-$1.4M
6,094
-7%
减持
IJS
ISHARES TR
-$1.4M
85,090
-16%
增持
BX
BLACKSTONE INC
-$1.4M
47,124
+7%
增持
SNOW
SNOWFLAKE INC
-$1.3M
35,981
+17%
减持
ULTA
ULTA BEAUTY INC
-$1.3M
8,969
-9%
减持
GOOGL
ALPHABET INC
-$1.3M
40,940
-2%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.2M
9,617
+3%
增持
FDX
FEDEX CORP
+$1.2M
16,722
+2%
增持
PYLD
PIMCO ETF TR
+$1.1M
469,884
+12%
减持
JPM
JPMORGAN CHASE & CO
-$1.1M
30,461
-3%
减持
V
VISA INC
-$1.0M
12,388
-9%
减持
NTAP
NETAPP INC
-$978.4K
9,079
-49%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$865.6K
17,019
+6%
增持
MO
ALTRIA GROUP INC
+$799.7K
57,015
+11%
减持
ABBV
ABBVIE INC
-$754.6K
34,770
-4%
增持
AMJB
JPMORGAN CHASE FINL CO LLC
+$750.9K
147,010
+2%
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$709.3K
0
-100%
减持
QCOM
QUALCOMM INC
-$686.6K
6,994
-25%
增持
UBER
UBER TECHNOLOGIES INC
-$676.1K
83,656
+2%
清仓
RDVY
FIRST TR EXCHANGE TRADED FD
-$643.9K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$642.6K
35,194
+50%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$615.5K
583,462
+4%
清仓
MA
MASTERCARD INCORPORATED
-$607.8K
0
-100%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$603.8K
0
-100%
增持
AMLP
ALPS ETF TR
+$597.2K
88,647
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$574.6K
2,721
-38%
减持
COST
COSTCO WHOLESALE CORPORATION
+$566.3K
8,156
-7%
减持
CSCO
CISCO SYS INC
-$522.0K
10,482
-40%
增持
NZF
NUVEEN MUN CR INCOME FD
+$517.4K
366,950
+17%
增持
TDTT
FLEXSHARES TR
+$515.9K
208,622
+11%
减持
HD
HOME DEPOT INC
-$511.2K
3,712
-26%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$498.7K
22,278
+50%
清仓
PEP
PEPSICO INC
-$480.0K
0
-100%
清仓
ADBE
ADOBE INC
-$465.5K
0
-100%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$430.6K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$386.0K
12,715
-3%
减持
FMB
FIRST TR EXCH TRADED FD III
-$382.3K
83,500
-7%
清仓
SPSB
SPDR SERIES TRUST
-$378.3K
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$373.7K
2,812
增持
AGG
ISHARES TR
+$371.8K
42,408
+10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$370.4K
6,812
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$365.0K
32,035
-6%
减持
—
EXXON MOBIL CORP
+$358.4K
8,365
-5%
清仓
SCHD
SCHWAB STRATEGIC TR
-$348.0K
0
-100%
减持
DE
DEERE & CO
-$338.2K
928
-50%
减持
KO
COCA COLA CO
-$329.4K
4,584
-53%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$326.2K
15,616
-12%
清仓
ONEQ
FIDELITY COMWLTH TR
-$325.8K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$323.9K
403
-66%
减持
PG
PROCTER & GAMBLE CO
-$321.4K
2,775
-45%
减持
VTI
VANGUARD INDEX FDS
-$319.7K
12,301
-3%
减持
LRCX
LAM RESEARCH CORP
+$318.3K
10,999
-7%
减持
TSLA
TESLA INC
-$315.1K
3,632
-2%
清仓
ITOT
ISHARES TR
-$314.2K
0
-100%
增持
IVV
ISHARES TR
-$308.1K
9,878
+0%
减持
NFLX
NETFLIX INC.
-$306.6K
13,799
-21%
清仓
COP
CONOCOPHILLIPS
-$304.4K
0
-100%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$297.2K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$292.2K
0
-100%
增持
TLT
ISHARES TR
+$288.7K
26,079
+15%
减持
TER
TERADYNE INC
+$287.7K
3,930
-13%
减持
BAC
BANK AMERICA CORP
-$287.1K
36,343
-3%
减持
JNJ
JOHNSON & JOHNSON
-$286.8K
8,268
-26%
减持
TJX
TJX COS INC NEW
-$285.5K
3,418
-37%
减持
—
LYONDELLBASELL INDUSTRIES NV
+$284.1K
10,105
-17%
建仓
ACWI
ISHARES TR
+$278.1K
2,010
增持
ETHA
ISHARES ETHEREUM TR
+$261.4K
33,250
+182%
建仓
AMAT
APPLIED MATLS INC
+$256.4K
750
增持
HON
HONEYWELL INTL INC
+$253.9K
6,740
+4%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$249.9K
5,000
建仓
—
PROSHARES TR II
+$249.6K
30,000
增持
FPE
FIRST TR EXCH TRADED FD III
+$247.0K
175,213
+12%
建仓
OKLO
OKLO INC
+$243.7K
4,915
减持
SHOP
SHOPIFY INC
-$241.2K
5,410
-1%
增持
HGER
HARBOR ETF TRUST
+$238.0K
32,454
+5%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$237.1K
0
-100%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$231.8K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$229.2K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$225.5K
0
-100%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$221.8K
0
-100%
清仓
FTGS
FIRST TR EXCHANGE-TRADED FD
-$221.7K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
-$217.9K
10,875
+2%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$216.5K
0
-100%
建仓
EXC
EXELON CORP
+$216.4K
4,414
清仓
IONQ
IONQ INC
-$210.9K
0
-100%
清仓
GE
GE AEROSPACE
-$210.6K
0
-100%
建仓
PSX
PHILLIPS 66
+$209.6K
1,151
建仓
PLD
PROLOGIS INC.
+$209.5K
1,585
建仓
ED
CONSOLIDATED EDISON INC
+$206.2K
1,822
建仓
FCX
FREEPORT MCMORAN INC
+$206.0K
3,504
减持
MMM
3M CO
-$203.3K
4,332
-17%
减持
IYW
ISHARES TR
-$203.1K
9,275
-2%
增持
STWD
STARWOOD PPTY TR INC
+$201.9K
103,450
+18%
建仓
KWEB
KRANESHARES TRUST
+$200.0K
7,036
减持
—
BANK AMERICA CORP
-$185.1K
2,876
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$182.3K
10,165
-3%
增持
LQD
ISHARES TR
+$177.7K
24,571
+8%
增持
XLC
SELECT SECTOR SPDR TR
+$177.0K
3,780
+84%
减持
ARM
ARM HOLDINGS PLC
+$174.9K
5,410
-8%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$163.6K
0
-100%
减持
BLK
BLACKROCK INC
-$162.0K
966
-5%
增持
ICOW
PACER FDS TR
+$157.8K
26,666
+6%
减持
WMT
WALMART INC
+$149.6K
16,587
-3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$147.5K
40,113
+8%
清仓
PM
PHILIP MORRIS INTL INC
-$142.3K
0
-100%
减持
TGT
TARGET CORP
+$136.3K
6,005
-1%
减持
—
ASML HLDG NV
+$134.5K
540
-0%
减持
VGT
VANGUARD WORLD FD
-$129.1K
1,125
-7%
增持
ZS
ZSCALER INC
-$126.3K
1,910
+9%
减持
INTC
INTEL CORP
+$123.7K
21,292
-4%
减持
AXP
AMERICAN EXPRESS CO
-$123.6K
1,678
-2%
