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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 8
增持 67
减持 69
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.3M
143,986
+1%
增持
QQQ
INVESCO QQQ TR
+$3.9M
71,553
+2%
增持
IVV
ISHARES TR
+$3.5M
101,006
+0%
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
CCOR
LISTED FD TR
-$2.9M
40,879
-70%
增持
SPAB
SPDR SER TR
+$2.9M
822,797
+18%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.5M
116,995
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$2.2M
131,033
+31%
增持
IXUS
ISHARES TR
+$1.9M
59,134
+107%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.9M
48,189
+100%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.5M
62,502
+46%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.5M
63,920
+111%
增持
DGRW
WISDOMTREE TR
+$1.3M
60,559
+40%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
57,908
+3%
减持
SHY
ISHARES TR
-$1.3M
39,009
-28%
减持
AMZN
AMAZON COM INC
+$1.2M
51,008
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
29,411
+2%
减持
IGSB
ISHARES TR
-$1.2M
98,039
-19%
增持
XLK
SELECT SECTOR SPDR TR
+$1.1M
45,747
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.0M
28,270
-69%
减持
IWM
ISHARES TR
-$1.0M
72,264
-11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$973.8K
175,778
+11%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$934.0K
118,751
-0%
减持
VOO
VANGUARD INDEX FDS
+$813.1K
29,030
-1%
减持
SCHD
SCHWAB STRATEGIC TR
-$765.3K
367,359
-2%
增持
IBND
SPDR SER TR
+$734.7K
196,442
+16%
增持
EFG
ISHARES TR
+$691.4K
38,516
+21%
建仓
WCLD
WISDOMTREE TR
+$691.3K
21,809
减持
IWR
ISHARES TR
-$685.4K
127,382
-11%
减持
CWI
SPDR INDEX SHS FDS
-$653.8K
775,183
-5%
减持
SCHB
SCHWAB STRATEGIC TR
+$590.1K
250,226
-3%
增持
MSFT
MICROSOFT CORP
+$584.9K
10,375
+1%
增持
IJH
ISHARES TR
+$575.8K
49,283
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$567.9K
157,705
-1%
增持
IJR
ISHARES TR
+$566.8K
95,744
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$508.6K
187,374
+6%
增持
TSLA
TESLA INC
+$469.3K
8,260
+1%
增持
IUSB
ISHARES TR
+$463.3K
60,069
+22%
建仓
ABT
ABBOTT LABS
+$439.8K
4,034
减持
VV
VANGUARD INDEX FDS
+$398.5K
26,203
-0%
减持
PFF
ISHARES TR
-$382.8K
23,448
-34%
减持
SCHZ
SCHWAB STRATEGIC TR
-$326.2K
172,371
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$319.7K
109,677
+7%
建仓
FNDA
SCHWAB STRATEGIC TR
+$311.9K
6,183
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$307.3K
9,822
-0%
增持
FNDX
SCHWAB STRATEGIC TR
+$302.2K
23,532
+23%
清仓
VXUS
VANGUARD STAR FDS
-$295.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$278.0K
1,683
+8%
减持
CVX
CHEVRON CORP NEW
-$275.8K
14,284
-8%
减持
VGT
VANGUARD WORLD FDS
+$275.0K
5,062
-1%
增持
ABBV
ABBVIE INC
+$274.1K
6,126
+77%
建仓
DAT
PROSHARES TR
+$266.5K
9,273
减持
IWB
ISHARES TR
+$263.3K
16,254
-1%
增持
MUB
ISHARES TR
+$263.2K
30,246
+10%
清仓
LQD
ISHARES TR
-$256.8K
0
-100%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$231.0K
11,762
-29%
建仓
BND
VANGUARD BD INDEX FDS
+$218.2K
3,002
增持
GOOGL
ALPHABET INC
+$215.5K
10,602
+4%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$214.3K
2,384
-3%
建仓
MA
MASTERCARD INCORPORATED
+$212.7K
541
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$212.4K
0
-100%
建仓
VBR
VANGUARD INDEX FDS
+$208.1K
1,258
建仓
LOW
LOWES COS INC
+$205.2K
909
清仓
NKE
NIKE INC
-$200.6K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$182.0K
10,288
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$180.7K
42,690
-7%
增持
META
META PLATFORMS INC
+$171.0K
1,976
+6%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$146.4K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
+$144.5K
20,158
-4%
增持
VIGI
VANGUARD WHITEHALL FDS
+$138.7K
27,205
+5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$137.9K
6,826
-25%
增持
ORCL
ORACLE CORP
+$137.7K
4,973
+2%
减持
EFA
ISHARES TR
-$136.1K
62,659
-4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$130.6K
18,379
-12%
增持
LLY
LILLY ELI & CO
+$129.9K
794
+12%
增持
AOR
ISHARES TR
+$121.4K
51,347
+2%
增持
VNQ
VANGUARD INDEX FDS
+$110.3K
26,461
+5%
增持
JPM
JPMORGAN CHASE & CO
+$109.6K
6,258
+2%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$108.6K
67,347
-4%
减持
AGG
ISHARES TR
-$103.9K
14,687
-5%
减持
VUG
VANGUARD INDEX FDS
-$103.5K
12,924
-14%
减持
VTV
VANGUARD INDEX FDS
-$103.1K
60,752
-4%
增持
EEMA
ISHARES INC
+$101.6K
7,031
+30%
增持
ESGV
VANGUARD WORLD FD
+$100.4K
6,764
+13%
增持
SCHP
SCHWAB STRATEGIC TR
+$95.9K
15,612
+16%
增持
CMF
ISHARES TR
+$93.7K
96,014
+3%
减持
GLD
SPDR GOLD TR
-$91.2K
16,025
-0%
减持
FREL
FIDELITY COVINGTON TRUST
-$89.5K
52,945
-7%
增持
AOM
ISHARES TR
+$84.3K
89,208
+1%
减持
SCHA
SCHWAB STRATEGIC TR
+$82.2K
74,373
-2%
减持
SDY
SPDR SER TR
-$79.7K
13,790
-4%
减持
WFC
WELLS FARGO CO NEW
-$79.2K
26,242
-18%
减持
MDYV
SPDR SER TR
-$73.0K
36,105
-7%
减持
EEM
ISHARES TR
-$71.6K
16,057
-10%
增持
PANW
PALO ALTO NETWORKS INC
+$71.5K
1,197
+2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$71.1K
175,284
-1%
减持
—
LAM RESEARCH CORP
+$70.2K
811
-5%
增持
IEMG
ISHARES INC
+$68.4K
18,630
+7%
减持
GOOG
ALPHABET INC
+$68.2K
5,653
-5%
减持
TGT
TARGET CORP
-$67.6K
1,557
-6%
增持
IAGG
ISHARES TR
+$67.5K
56,456
+2%
增持
F
FORD MTR CO DEL
+$66.8K
26,089
+0%
增持
TIP
ISHARES TR
+$65.7K
43,907
+4%
减持
AMGN
AMGEN INC
-$59.8K
1,357
-9%
减持
SCHE
SCHWAB STRATEGIC TR
-$59.8K
69,542
-4%
减持
DBEF
DBX ETF TR
-$57.6K
172,851
-1%
减持
JNJ
JOHNSON & JOHNSON
+$56.9K
5,893
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$53.6K
2,718
-20%
减持
SCHO
SCHWAB STRATEGIC TR
-$51.6K
24,641
-3%
增持
VYM
VANGUARD WHITEHALL FDS
+$50.6K
16,623
+2%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$48.9K
6,395
+1%
减持
HD
HOME DEPOT INC
+$48.1K
4,803
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$43.1K
81,578
-1%
增持
WMT
WALMART INC
+$41.8K
3,899
+1%
增持
IWF
ISHARES TR
+$41.7K
1,289
+1%
减持
SCHH
SCHWAB STRATEGIC TR
-$38.6K
22,455
-8%
减持
BSV
VANGUARD BD INDEX FDS
-$38.4K
3,663
-11%
增持
V
VISA INC
+$37.4K
2,361
+2%
增持
DIS
DISNEY WALT CO
-$36.9K
3,476
+0%
减持
XSOE
WISDOMTREE TR
-$36.3K
278,492
-1%
增持
VSGX
VANGUARD WORLD FD
+$36.0K
8,094
+8%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$35.9K
4,785
-3%
增持
MRK
MERCK & CO INC
+$35.4K
2,696
+4%
减持
HYMB
SPDR SER TR
-$35.0K
15,502
-8%
减持
VB
VANGUARD INDEX FDS
+$34.2K
4,324
-1%
增持
INTC
INTEL CORP
+$34.1K
40,149
+0%
减持
MCD
MCDONALDS CORP
+$34.0K
2,567
-2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$33.7K
12,545
-4%
减持
ITA
ISHARES TR
-$32.5K
13,347
-3%
减持
SLYV
SPDR SER TR
-$32.2K
15,847
-4%
减持
CSCO
CISCO SYS INC
-$31.7K
8,600
-6%
增持
PEP
PEPSICO INC
+$31.2K
8,937
+0%
增持
HON
HONEYWELL INTL INC
+$30.4K
1,621
+1%
清仓
—
OUSTER INC
-$29.5K
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$28.1K
1,074
+4%
减持
VAW
VANGUARD WORLD FDS
-$26.2K
1,345
-12%
减持
UNP
UNION PAC CORP
-$25.2K
2,026
-7%
增持
HYG
ISHARES TR
+$25.0K
48,400
+1%
减持
LUV
SOUTHWEST AIRLS CO
+$22.7K
7,060
-1%
增持
IJJ
ISHARES TR
+$22.0K
4,828
+0%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$20.9K
9,117
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$20.7K
6,779
-5%
增持
CRM
SALESFORCE INC
+$20.3K
1,451
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$19.6K
2,627
+4%
增持
SCHW
SCHWAB CHARLES CORP
+$18.5K
4,108
+0%
减持
IWP
ISHARES TR
+$18.4K
4,044
-1%
增持
VOE
VANGUARD INDEX FDS
+$18.3K
3,056
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$18.3K
745
+4%
增持
PFE
PFIZER INC
-$17.9K
13,905
+7%
增持
VXF
VANGUARD INDEX FDS
+$17.6K
1,507
+2%
减持
STIP
ISHARES TR
-$17.3K
9,712
-0%
