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LODESTAR PRIVATE ASSET MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LODESTAR PRIVATE ASSET MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001963040
持仓数
232
前50大市值合计
$840.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 7
增持 65
减持 71
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
SPAB
SPDR SER TR
+$10.2M
696,922
+125%
减持
SHY
ISHARES TR
-$6.2M
54,377
-59%
减持
IGSB
ISHARES TR
-$6.0M
120,324
-50%
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
AAPL
APPLE INC
+$4.6M
143,226
-2%
增持
IVV
ISHARES TR
+$4.3M
100,932
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.3M
115,779
+15%
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.9M
176,569
+84%
增持
BIV
VANGUARD BD INDEX FDS
+$3.5M
99,815
+77%
减持
QQQ
INVESCO QQQ TR
+$3.4M
70,230
-3%
增持
CWI
SPDR INDEX SHS FDS
+$1.9M
812,644
+3%
增持
IBND
SPDR SER TR
+$1.5M
169,600
+39%
增持
IUSB
ISHARES TR
+$1.5M
49,145
+175%
增持
XLK
SELECT SECTOR SPDR TR
+$1.5M
45,240
+5%
增持
IXUS
ISHARES TR
+$1.4M
28,602
+347%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.3M
24,134
+307%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$1.3M
16,631
-63%
增持
AMZN
AMAZON COM INC
+$1.1M
52,391
+1%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.0M
25,330
-46%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.0M
177,336
+11%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$976.2K
13,091
-56%
增持
VTI
VANGUARD INDEX FDS
+$953.9K
56,024
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$938.6K
42,942
+43%
增持
SPY
SPDR S&P 500 ETF TR
+$895.4K
28,968
+1%
增持
TSLA
TESLA INC
+$710.0K
8,160
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$645.0K
9,088
-55%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$629.9K
20,908
-38%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$614.6K
158,149
+2%
减持
VOO
VANGUARD INDEX FDS
+$605.7K
29,277
-1%
增持
EFG
ISHARES TR
+$596.4K
31,847
+12%
减持
MDYV
SPDR SER TR
-$590.9K
38,685
-20%
减持
FPE
FIRST TR EXCH TRADED FD III
-$528.0K
92,340
-23%
增持
XSOE
WISDOMTREE TR
+$504.8K
280,896
+2%
减持
MSFT
MICROSOFT CORP
+$494.0K
10,226
-0%
减持
IWM
ISHARES TR
-$463.2K
81,531
-5%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$457.1K
30,344
+47%
增持
AGG
ISHARES TR
+$417.6K
15,481
+33%
增持
AOR
ISHARES TR
+$408.9K
50,377
+13%
增持
FNDX
SCHWAB STRATEGIC TR
+$397.4K
19,165
+56%
减持
SCHX
SCHWAB STRATEGIC TR
+$394.6K
159,006
-2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$373.1K
3,401
-60%
增持
GLDM
WORLD GOLD TR
+$373.0K
61,800
+9%
增持
DGRW
WISDOMTREE TR
+$360.8K
43,385
+12%
减持
EEMA
ISHARES INC
-$335.2K
5,423
-51%
清仓
SHM
SPDR SER TR
-$316.1K
0
-100%
增持
TIP
ISHARES TR
+$308.3K
42,264
+3%
减持
CVX
CHEVRON CORP NEW
-$296.8K
15,465
-2%
建仓
VXUS
VANGUARD STAR FDS
+$295.8K
5,357
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$295.1K
102,523
+4%
建仓
CRM
SALESFORCE INC
+$286.3K
1,433
增持
VTEB
VANGUARD MUN BD FDS
+$280.0K
17,526
+43%
减持
CCOR
LISTED FD TR
-$278.6K
136,661
-1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$275.1K
82,205
+0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$262.5K
25,842
+10%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$257.9K
2,772
减持
VTIP
VANGUARD MALVERN FDS
-$247.9K
46,112
-12%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$244.1K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$243.4K
2,483
清仓
SPSB
SPDR SER TR
-$234.7K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$234.3K
1,173
增持
SCHA
SCHWAB STRATEGIC TR
+$229.0K
75,730
+4%
减持
VGT
VANGUARD WORLD FDS
+$225.2K
5,093
-6%
减持
INTC
INTEL CORP
+$222.6K
40,053
-3%
清仓
AZO
AUTOZONE INC
-$222.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$216.5K
1,562
+5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$214.5K
2,469
+13%
减持
VO
VANGUARD INDEX FDS
-$213.6K
7,571
-15%
减持
IJH
ISHARES TR
+$210.8K
49,212
-2%
清仓
MA
MASTERCARD INCORPORATED
-$210.7K
0
-100%
建仓
FISV
FISERV INC
+$206.8K
1,830
清仓
TRV
TRAVELERS COMPANIES INC
-$205.9K
0
-100%
减持
GLD
SPDR GOLD TR
+$204.8K
16,090
-1%
建仓
NKE
NIKE INC
+$200.6K
1,636
减持
SLYV
SPDR SER TR
-$192.8K
16,480
-16%
减持
DBEF
DBX ETF TR
+$188.3K
175,321
-6%
减持
SCHG
SCHWAB STRATEGIC TR
+$187.0K
20,966
-1%
减持
EFA
ISHARES TR
+$183.6K
65,421
-4%
增持
IAGG
ISHARES TR
+$177.2K
55,470
+4%
增持
SCHE
SCHWAB STRATEGIC TR
+$173.6K
72,292
+7%
增持
CMF
ISHARES TR
+$169.4K
93,596
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
+$169.4K
176,594
-1%
增持
WFC
WELLS FARGO CO NEW
+$163.6K
32,081
+28%
减持
BSV
VANGUARD BD INDEX FDS
-$160.5K
4,121
-35%
减持
VUG
VANGUARD INDEX FDS
+$157.1K
15,075
-11%
减持
PFE
PFIZER INC
-$156.6K
12,939
-3%
增持
JNK
SPDR SER TR
+$156.2K
6,316
+32%
减持
META
META PLATFORMS INC
+$153.8K
1,869
-7%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$149.0K
69,919
+7%
减持
IWB
ISHARES TR
+$148.9K
16,421
-3%
减持
LQD
ISHARES TR
-$141.4K
2,343
-38%
减持
AOM
ISHARES TR
+$138.9K
88,323
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$131.4K
16,233
-5%
增持
SCHP
SCHWAB STRATEGIC TR
+$128.9K
13,478
+18%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$113.6K
16,478
-8%
增持
ORCL
ORACLE CORP
+$109.7K
4,892
+16%
增持
SCHW
SCHWAB CHARLES CORP
-$105.5K
4,092
+7%
增持
VNQ
VANGUARD INDEX FDS
+$101.1K
25,299
+4%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$98.6K
18,500
-34%
增持
COST
COSTCO WHSL CORP NEW
+$93.6K
1,638
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$92.7K
119,179
-2%
减持
HYG
ISHARES TR
-$92.7K
47,762
-5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$92.4K
10,351
-1%
减持
AMGN
AMGEN INC
-$92.3K
1,494
-13%
减持
GOOGL
ALPHABET INC
+$91.6K
10,157
-7%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$86.0K
10,298
-35%
增持
ESGV
VANGUARD WORLD FD
+$85.7K
5,990
+15%
减持
EEM
ISHARES TR
-$80.7K
17,913
-14%
减持
SDY
SPDR SER TR
-$77.4K
14,309
-3%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$77.0K
9,450
-18%
增持
HD
HOME DEPOT INC
-$76.4K
4,892
+2%
减持
IWR
ISHARES TR
-$74.3K
142,850
-4%
减持
UNP
UNION PAC CORP
-$70.9K
2,185
-11%
增持
VSGX
VANGUARD WORLD FD
+$69.7K
7,522
+14%
增持
USMV
ISHARES TR
+$69.6K
36,209
+2%
增持
AOA
ISHARES TR
+$68.4K
8,359
+8%
减持
EA
ELECTRONIC ARTS INC
-$67.8K
2,327
-18%
减持
PFF
ISHARES TR
-$64.6K
35,491
-8%
减持
SCHV
SCHWAB STRATEGIC TR
-$63.0K
9,396
-9%
增持
DIS
DISNEY WALT CO
+$61.6K
3,468
+5%
减持
SCHB
SCHWAB STRATEGIC TR
-$61.1K
258,027
-7%
减持
—
LAM RESEARCH CORP
+$57.7K
851
-9%
增持
WMT
WALMART INC
+$54.0K
3,873
+6%
增持
MCD
MCDONALDS CORP
+$52.6K
2,618
+2%
减持
DE
DEERE & CO
-$49.5K
1,144
-6%
减持
IWP
ISHARES TR
-$49.2K
4,090
-19%
清仓
—
GRAPHITE BIO INC
-$47.1K
0
-100%
减持
MUB
ISHARES TR
+$46.7K
27,519
-0%
增持
SCHD
SCHWAB STRATEGIC TR
-$46.5K
375,108
+3%
增持
TGT
TARGET CORP
+$42.3K
1,648
+6%
减持
UNH
UNITEDHEALTH GROUP INC
-$41.9K
719
-0%
减持
HFXI
INDEXIQ ETF TR
+$40.9K
26,057
-1%
减持
SCHY
SCHWAB STRATEGIC TR
+$39.7K
41,663
-1%
减持
VB
VANGUARD INDEX FDS
-$38.6K
4,356
-7%
减持
CSCO
CISCO SYS INC
+$38.1K
9,119
-1%
减持
ITA
ISHARES TR
+$38.1K
13,814
-0%
增持
BAC
BANK AMERICA CORP
-$34.5K
8,694
+2%
增持
SBUX
STARBUCKS CORP
+$34.2K
4,134
+4%
减持
IEMG
ISHARES INC
-$32.9K
17,419
-8%
增持
PEP
PEPSICO INC
+$32.7K
8,909
+1%
增持
XLE
SELECT SECTOR SPDR TR
-$31.2K
6,814
+0%
增持
STIP
ISHARES TR
+$30.7K
9,727
+1%
减持
SCHH
SCHWAB STRATEGIC TR
-$29.6K
24,471
-7%
增持
PG
PROCTER AND GAMBLE CO
+$28.7K
4,965
+6%
减持
VOE
VANGUARD INDEX FDS
-$28.7K
3,018
-6%
增持
HON
HONEYWELL INTL INC
-$28.5K
1,601
+3%
减持
V
VISA INC
-$28.3K
2,321
-13%
增持
JNJ
JOHNSON & JOHNSON
-$25.5K
5,926
+11%
增持
GIS
GENERAL MLS INC
+$24.8K
3,507
+7%
减持
F
FORD MTR CO DEL
+$24.7K
26,023
-0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$23.2K
6,363
-3%
增持
VTV
VANGUARD INDEX FDS
-$20.7K
63,254
+1%
