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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 9
增持 52
减持 83
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.4M
143,007
-1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$2.9M
114,723
-33%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.7M
125,644
+97%
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
IUSB
ISHARES TR
+$2.6M
122,846
+105%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.6M
58,738
减持
IWM
ISHARES TR
-$2.6M
61,887
-14%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.8M
76,419
+59%
减持
CWI
SPDR INDEX SHS FDS
-$1.8M
741,984
-4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.7M
144,233
-18%
增持
IXUS
ISHARES TR
+$1.6M
88,825
+50%
减持
IWR
ISHARES TR
-$1.6M
110,876
-13%
增持
BIV
VANGUARD BD INDEX FDS
+$1.6M
157,850
+20%
增持
IAGG
ISHARES TR
+$1.5M
86,777
+54%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.2M
82,884
+33%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.1M
38,649
+148%
增持
IBND
SPDR SER TR
+$1.1M
246,345
+25%
减持
SHY
ISHARES TR
-$1.0M
26,125
-33%
增持
EFG
ISHARES TR
+$988.4K
54,035
+40%
减持
QQQ
INVESCO QQQ TR
-$961.8K
71,095
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$926.1K
118,179
-0%
减持
XSOE
WISDOMTREE TR
-$909.2K
257,769
-7%
减持
CCOR
LISTED FD TR
-$875.5K
9,648
-76%
减持
IGSB
ISHARES TR
-$840.2K
81,847
-17%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$726.4K
27,441
增持
SPAB
SPDR SER TR
+$720.6K
887,220
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$705.3K
131,778
+20%
减持
SPY
SPDR S&P 500 ETF TR
-$659.9K
28,954
-2%
减持
VUG
VANGUARD INDEX FDS
-$620.5K
11,150
-14%
减持
TIP
ISHARES TR
-$620.0K
39,580
-10%
增持
SCHO
SCHWAB STRATEGIC TR
+$617.0K
37,611
+53%
减持
HYG
ISHARES TR
-$611.3K
40,995
-15%
减持
SCHB
SCHWAB STRATEGIC TR
-$586.0K
247,756
-1%
增持
SCHD
SCHWAB STRATEGIC TR
-$527.7K
369,558
+1%
减持
VTI
VANGUARD INDEX FDS
-$511.4K
57,646
-0%
增持
IJH
ISHARES TR
-$455.7K
49,853
+1%
减持
VOO
VANGUARD INDEX FDS
-$452.7K
28,955
-0%
减持
EFA
ISHARES TR
-$412.9K
59,923
-4%
减持
CMF
ISHARES TR
-$406.6K
92,293
-4%
减持
AOM
ISHARES TR
-$391.9K
82,533
-7%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$354.5K
118,217
+1%
增持
XLK
SELECT SECTOR SPDR TR
-$354.3K
46,356
+1%
减持
MSFT
MICROSOFT CORP
-$344.7K
10,098
-3%
减持
VTIP
VANGUARD MALVERN FDS
-$338.7K
35,652
-16%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$329.4K
10,069
-2%
减持
VTV
VANGUARD INDEX FDS
-$323.1K
60,247
-1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$319.2K
22,859
+257%
增持
PFF
ISHARES TR
+$313.9K
34,465
+47%
增持
JNK
SPDR SER TR
+$306.6K
9,873
+55%
减持
VV
VANGUARD INDEX FDS
-$304.7K
25,587
-2%
减持
VNQ
VANGUARD INDEX FDS
-$283.7K
25,474
-4%
建仓
SMH
VANECK ETF TRUST
+$282.7K
1,950
清仓
BSV
VANGUARD BD INDEX FDS
-$276.8K
0
-100%
增持
IJR
ISHARES TR
-$276.4K
98,214
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$275.1K
24,526
+36%
减持
AMZN
AMAZON COM INC
-$275.1K
50,144
-2%
减持
STIP
ISHARES TR
-$257.4K
7,124
-27%
清仓
LUV
SOUTHWEST AIRLS CO
-$255.6K
0
-100%
减持
AGG
ISHARES TR
-$254.2K
12,595
-14%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$249.6K
17,380
+48%
清仓
—
BLACKROCK INC
-$241.2K
0
-100%
清仓
—
LABORATORY CORP AMER HLDGS
-$236.7K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$219.2K
6,604
-9%
减持
ESGV
VANGUARD WORLD FD
-$218.0K
4,148
-39%
建仓
CAT
CATERPILLAR INC
+$217.0K
795
减持
VGT
VANGUARD WORLD FDS
-$213.4K
4,880
-4%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$210.4K
4,349
建仓
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$207.0K
9,523
增持
IVV
ISHARES TR
+$206.3K
105,316
+4%
清仓
TGT
TARGET CORP
-$205.4K
0
-100%
清仓
LOW
LOWES COS INC
-$205.2K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$203.8K
1,266
建仓
AZO
AUTOZONE INC
+$203.2K
80
建仓
IYE
ISHARES TR
+$201.5K
4,248
减持
WFC
WELLS FARGO CO NEW
-$197.1K
22,588
-14%
减持
PEP
PEPSICO INC
-$185.8K
8,673
-3%
减持
ITA
ISHARES TR
-$185.0K
12,949
-3%
减持
GLD
SPDR GOLD TR
-$183.5K
15,592
-3%
增持
SCHA
SCHWAB STRATEGIC TR
-$175.9K
74,401
+0%
减持
JNJ
JOHNSON & JOHNSON
-$172.7K
5,154
-13%
减持
FPE
FIRST TR EXCH TRADED FD III
-$170.9K
17,567
-38%
减持
IWB
ISHARES TR
-$164.0K
16,167
-1%
增持
CVX
CHEVRON CORP NEW
+$161.2K
14,285
+0%
减持
ADBE
ADOBE INC
-$159.2K
1,974
-17%
减持
USMV
ISHARES TR
-$146.2K
34,187
-3%
增持
MDYV
SPDR SER TR
-$139.2K
36,141
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$136.3K
7,581
+12%
增持
AOR
ISHARES TR
+$123.5K
55,967
+9%
减持
SDY
SPDR SER TR
-$123.3K
13,626
-1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$121.5K
10,497
-16%
减持
DBEF
DBX ETF TR
-$118.1K
171,795
-1%
减持
HYMB
SPDR SER TR
-$116.5K
11,386
-27%
减持
HD
HOME DEPOT INC
-$114.1K
4,560
-5%
增持
MUB
ISHARES TR
-$108.6K
30,423
+1%
减持
VB
VANGUARD INDEX FDS
-$105.8K
3,989
-8%
减持
HEI
HEICO CORP NEW
-$97.5K
3,750
-6%
减持
SLYV
SPDR SER TR
-$96.9K
15,564
-2%
增持
TSLA
TESLA INC
-$92.9K
8,270
+0%
减持
PFE
PFIZER INC
-$89.7K
12,671
-9%
增持
MCD
MCDONALDS CORP
-$89.0K
2,570
+0%
减持
IWF
ISHARES TR
-$81.0K
1,029
-20%
增持
FREL
FIDELITY COVINGTON TRUST
-$79.3K
54,904
+4%
增持
NFLX
NETFLIX INC
-$79.2K
1,288
+0%
减持
—
EXXON MOBIL CORP
+$75.2K
9,214
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$68.5K
184,101
+5%
减持
SOXX
ISHARES TR
-$68.5K
725
-11%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$66.4K
16,336
-0%
减持
SCHG
SCHWAB STRATEGIC TR
-$65.2K
19,880
-1%
增持
LLY
ELI LILLY & CO
+$63.0K
811
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
-$61.7K
27,773
+2%
减持
ABT
ABBOTT LABS
-$60.5K
3,916
-3%
增持
F
FORD MTR CO DEL
-$59.9K
26,959
+3%
减持
ABBV
ABBVIE INC
+$59.9K
5,939
-3%
减持
SBUX
STARBUCKS CORP
-$59.0K
3,840
-7%
增持
ORCL
ORACLE CORP
-$58.8K
5,036
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$56.8K
5,275
+28%
增持
AOA
ISHARES TR
+$56.4K
9,363
+15%
减持
MRK
MERCK & CO INC
-$54.2K
2,495
-7%
减持
—
LAM RESEARCH CORP
-$53.8K
746
-8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$52.2K
17,325
-6%
减持
HON
HONEYWELL INTL INC
-$51.9K
1,540
-5%
减持
JPM
JPMORGAN CHASE & CO
-$51.6K
5,921
-5%
减持
VSGX
VANGUARD WORLD FD
-$51.4K
7,503
-7%
减持
GOOG
ALPHABET INC
+$51.2K
5,575
-1%
减持
INTC
INTEL CORP
+$49.6K
39,161
-2%
减持
GIS
GENERAL MLS INC
-$49.4K
3,431
-2%
减持
UNP
UNION PAC CORP
-$47.6K
1,802
-11%
减持
SCHY
SCHWAB STRATEGIC TR
-$45.6K
40,697
-1%
增持
WCLD
WISDOMTREE TR
+$45.4K
24,866
+14%
减持
DIS
DISNEY WALT CO
-$45.1K
3,273
-6%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$43.1K
67,581
+0%
增持
SCHF
SCHWAB STRATEGIC TR
-$42.2K
195,456
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$40.2K
4,580
-4%
减持
BAC
BANK AMERICA CORP
-$39.6K
7,493
-12%
增持
EEMA
ISHARES INC
+$37.7K
7,936
+13%
减持
AMGN
AMGEN INC
+$37.4K
1,261
-7%
减持
IWP
ISHARES TR
-$36.1K
3,883
-4%
增持
IEMG
ISHARES INC
+$34.9K
20,029
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.8K
9,655
-2%
增持
META
META PLATFORMS INC
+$32.8K
1,998
+1%
增持
GLDM
WORLD GOLD TR
+$32.0K
66,956
+5%
减持
IJJ
ISHARES TR
-$31.9K
4,808
-0%
减持
BDX
BECTON DICKINSON & CO
-$31.7K
974
-9%
增持
SCHH
SCHWAB STRATEGIC TR
-$31.6K
22,926
+2%
减持
EEM
ISHARES TR
-$31.5K
15,908
-1%
减持
PM
PHILIP MORRIS INTL INC
-$31.3K
3,206
-5%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$30.8K
8,757
-4%
增持
FNDX
SCHWAB STRATEGIC TR
-$30.5K
23,660
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$30.5K
6,312
-8%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$30.3K
84,989
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$29.7K
2,807
+4%
