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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 63
减持 66
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$6.7M
108,747
+3%
减持
QQQ
INVESCO QQQ TR
+$3.5M
70,792
-0%
建仓
TLT
ISHARES TR
+$3.1M
31,740
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
AAPL
APPLE INC
+$3.1M
143,337
+0%
增持
IXUS
ISHARES TR
+$3.0M
128,321
+44%
增持
IJR
ISHARES TR
+$2.8M
111,191
+13%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.8M
119,755
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
50,904
+10%
增持
IUSB
ISHARES TR
+$2.0M
160,554
+31%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
119,463
+1%
建仓
MBB
ISHARES TR
+$1.9M
20,380
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.9M
68,293
-40%
增持
IJH
ISHARES TR
+$1.9M
51,612
+4%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
59,363
+3%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.8M
89,047
+17%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.6M
95,710
+15%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.6M
89,242
+52%
减持
MUB
ISHARES TR
-$1.6M
14,374
-53%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.5M
75,053
+174%
增持
EFG
ISHARES TR
+$1.4M
62,231
+15%
减持
SPY
SPDR S&P 500 ETF TR
+$1.3M
28,837
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
195,499
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.3M
101,454
+19%
减持
VOO
VANGUARD INDEX FDS
+$1.3M
28,949
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.2M
167,987
+3%
减持
AMZN
AMAZON COM INC
+$1.2M
49,995
-0%
减持
CMF
ISHARES TR
-$1.2M
66,746
-28%
增持
XSOE
WISDOMTREE TR
+$1.2M
277,994
+8%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.1M
146,838
+17%
减持
SPAB
SPDR SER TR
-$1.1M
800,578
-10%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.0M
240,068
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$977.4K
149,499
+13%
增持
IBND
SPDR SER TR
+$969.3K
255,686
+4%
增持
SCHF
SCHWAB STRATEGIC TR
+$915.9K
204,373
+5%
增持
FNDX
SCHWAB STRATEGIC TR
+$892.4K
35,786
+51%
增持
IAGG
ISHARES TR
+$872.5K
102,520
+18%
增持
BIV
VANGUARD BD INDEX FDS
+$817.7K
160,145
+1%
增持
VTV
VANGUARD INDEX FDS
+$753.9K
60,627
+1%
增持
DGRW
WISDOMTREE TR
+$727.2K
67,767
+7%
增持
AOR
ISHARES TR
+$595.1K
63,177
+13%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$495.3K
10,038
-0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$492.0K
31,171
+12%
增持
SMH
VANECK ETF TRUST
+$487.1K
4,402
+126%
减持
VV
VANGUARD INDEX FDS
+$485.0K
25,176
-2%
减持
IGSB
ISHARES TR
-$472.8K
70,318
-14%
建仓
INDA
ISHARES TR
+$432.6K
8,863
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$396.6K
60,673
+27%
减持
CWI
SPDR INDEX SHS FDS
+$374.2K
696,825
-6%
增持
VNQ
VANGUARD INDEX FDS
+$373.0K
26,034
+2%
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$363.9K
300
减持
EFA
ISHARES TR
+$358.1K
59,561
-1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$349.1K
132,677
-8%
增持
GLD
SPDR GOLD TR
+$332.1K
15,721
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$314.9K
16,941
-31%
增持
VO
VANGUARD INDEX FDS
+$309.3K
7,241
+10%
减持
CVX
CHEVRON CORP NEW
-$305.9K
14,098
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$298.6K
43,103
+12%
减持
EEMA
ISHARES INC
-$293.5K
3,119
-61%
减持
SCHA
SCHWAB STRATEGIC TR
+$289.5K
71,362
-4%
建仓
MSTR
MICROSTRATEGY INC
+$288.6K
457
减持
TIP
ISHARES TR
-$285.9K
35,532
-10%
增持
FREL
FIDELITY COVINGTON TRUST
+$284.0K
57,524
+5%
减持
IEMG
ISHARES INC
-$270.2K
13,502
-33%
减持
GLDM
WORLD GOLD TR
+$266.6K
66,518
-1%
清仓
CCOR
LISTED FD TR
-$266.3K
0
-100%
减持
ITA
ISHARES TR
+$258.9K
12,883
-1%
增持
HYG
ISHARES TR
+$257.3K
42,376
+3%
减持
VGT
VANGUARD WORLD FDS
+$252.6K
4,705
-4%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$249.2K
4,532
减持
DBEF
DBX ETF TR
+$247.7K
168,830
-2%
减持
MDYV
SPDR SER TR
+$245.0K
35,284
-2%
增持
VTIP
VANGUARD MALVERN FDS
+$238.3K
40,513
+14%
清仓
BND
VANGUARD BD INDEX FDS
-$223.9K
0
-100%
建仓
—
LABORATORY CORP AMER HLDGS
+$223.0K
981
建仓
NVO
NOVO-NORDISK A S
+$220.6K
2,132
清仓
GIS
GENERAL MLS INC
-$219.6K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$219.0K
20,066
+1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$215.0K
0
-100%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$213.4K
2,500
减持
MSFT
MICROSOFT CORP
+$212.1K
9,043
-10%
建仓
TGT
TARGET CORP
+$211.6K
1,485
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$209.9K
1,250
建仓
—
BLACKROCK INC
+$209.4K
258
清仓
ACWX
ISHARES TR
-$209.1K
0
-100%
建仓
SUSL
ISHARES TR
+$207.2K
2,455
减持
—
EXXON MOBIL CORP
-$204.2K
8,794
-5%
建仓
BA
BOEING CO
+$203.8K
782
清仓
IYE
ISHARES TR
-$201.5K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$201.2K
10,414
-7%
建仓
LOW
LOWES COS INC
+$201.0K
903
减持
HD
HOME DEPOT INC
+$192.4K
4,531
-1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$179.8K
7,657
+76%
减持
PFE
PFIZER INC
-$173.9K
8,557
-32%
减持
SCHD
SCHWAB STRATEGIC TR
+$171.2K
345,739
-6%
减持
IWR
ISHARES TR
-$162.8K
96,685
-13%
减持
SHY
ISHARES TR
-$160.7K
23,826
-9%
减持
JNK
SPDR SER TR
-$149.4K
7,845
-21%
减持
IWM
ISHARES TR
-$146.1K
53,768
-13%
增持
SDY
SPDR SER TR
+$144.8K
13,699
+1%
减持
SLYV
SPDR SER TR
+$143.2K
15,238
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$139.7K
7,707
+9%
减持
JPM
JPMORGAN CHASE & CO
+$134.8K
5,840
-1%
减持
USMV
ISHARES TR
+$134.4K
33,435
-2%
减持
ADBE
ADOBE INC
+$130.0K
1,905
-3%
减持
COST
COSTCO WHSL CORP NEW
+$121.6K
1,475
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$116.2K
2,546
+1%
增持
META
META PLATFORMS INC
+$115.2K
2,020
+1%
增持
IVE
ISHARES TR
+$113.6K
5,537
+0%
减持
JNJ
JOHNSON & JOHNSON
-$110.5K
4,416
-14%
增持
NVDA
NVIDIA CORPORATION
+$106.9K
1,652
+1%
增持
VB
VANGUARD INDEX FDS
+$103.2K
4,018
+1%
增持
AOA
ISHARES TR
+$100.2K
10,060
+7%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$94.4K
8,873
-15%
减持
AGG
ISHARES TR
-$88.5K
11,042
-12%
增持
ESGV
VANGUARD WORLD FD
+$85.1K
4,668
+13%
增持
SOXX
ISHARES TR
+$84.7K
743
+2%
减持
AOM
ISHARES TR
+$84.5K
79,440
-4%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$84.5K
12,212
+28%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$78.2K
65,207
-4%
增持
SCHW
SCHWAB CHARLES CORP
+$76.9K
5,328
+1%
减持
IWB
ISHARES TR
-$75.3K
14,194
-12%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$74.0K
22,768
-0%
减持
EEM
ISHARES TR
-$74.0K
13,174
-17%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$72.8K
15,372
-12%
增持
IJJ
ISHARES TR
+$70.3K
4,871
+1%
减持
PANW
PALO ALTO NETWORKS INC
+$69.1K
1,197
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$64.2K
1,852
-2%
减持
UNP
UNION PAC CORP
+$63.4K
1,752
-3%
减持
WFC
WELLS FARGO CO NEW
-$63.4K
17,464
-23%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$62.8K
16,058
-7%
减持
XLE
SELECT SECTOR SPDR TR
-$60.3K
7,454
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$58.9K
2,510
+0%
增持
DVY
ISHARES TR
+$54.0K
4,789
+2%
增持
FNDC
SCHWAB STRATEGIC TR
+$53.0K
8,092
+14%
减持
—
LAM RESEARCH CORP
+$50.2K
661
-11%
减持
SCHV
SCHWAB STRATEGIC TR
+$50.2K
9,418
-0%
减持
BDX
BECTON DICKINSON & CO
-$49.9K
828
-15%
减持
PFF
ISHARES TR
-$48.0K
31,776
-8%
增持
BAC
BANK AMERICA CORP
+$47.9K
7,514
+0%
减持
IWP
ISHARES TR
+$47.8K
3,853
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$47.7K
4,250
-7%
减持
SCHH
SCHWAB STRATEGIC TR
+$46.9K
21,913
-4%
增持
TSLA
TESLA INC
+$46.2K
8,514
+3%
减持
CSCO
CISCO SYS INC
-$46.1K
7,572
-5%
增持
VOE
VANGUARD INDEX FDS
+$45.3K
3,041
+1%
减持
BP
BP PLC
-$44.5K
8,271
-5%
减持
GD
GENERAL DYNAMICS CORP
+$42.9K
1,565
-5%
增持
VXF
VANGUARD INDEX FDS
+$42.6K
1,573
+4%
增持
FNDA
SCHWAB STRATEGIC TR
+$42.2K
6,125
+0%
增持
STIP
ISHARES TR
+$41.5K
7,424
+4%
