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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 85
减持 53
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
+$5.1M
108,558
-0%
减持
AAPL
APPLE INC
-$3.9M
138,423
-3%
增持
QQQ
INVESCO QQQ TR
+$2.7M
71,265
+1%
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
SCHD
SCHWAB STRATEGIC TR
+$2.3M
354,757
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
122,527
+3%
增持
INTC
INTEL CORP
+$1.8M
85,589
+119%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.7M
119,988
+0%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
59,693
+1%
增持
IJH
ISHARES TR
+$1.4M
258,585
+401%
增持
VOO
VANGUARD INDEX FDS
+$1.4M
29,197
+1%
增持
IXUS
ISHARES TR
+$1.4M
143,058
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
149,233
+418%
减持
AMZN
AMAZON COM INC
+$1.3M
49,191
-2%
增持
CWI
SPDR INDEX SHS FDS
+$1.1M
703,509
+1%
增持
EFG
ISHARES TR
+$1.1M
68,416
+10%
增持
BIV
VANGUARD BD INDEX FDS
+$1.0M
175,883
+10%
增持
XLK
SELECT SECTOR SPDR TR
+$1.0M
51,909
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$990.8K
168,631
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$966.5K
205,917
+5%
减持
SCHB
SCHWAB STRATEGIC TR
+$942.0K
234,341
-2%
增持
NVDA
NVIDIA CORPORATION
+$882.2K
1,882
+14%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$838.9K
94,763
+6%
减持
VTV
VANGUARD INDEX FDS
+$789.6K
60,502
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$780.6K
98,114
+3%
增持
TLT
ISHARES TR
+$744.9K
41,042
+29%
增持
IJR
ISHARES TR
+$741.0K
115,612
+4%
增持
SPAB
SPDR SER TR
+$683.9K
839,033
+5%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$675.0K
161,814
+10%
减持
TSLA
TESLA INC
-$671.1K
8,217
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$602.2K
9,435
-0%
减持
DBEF
DBX ETF TR
+$587.6K
166,892
-1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$569.5K
102,294
+15%
减持
SCHZ
SCHWAB STRATEGIC TR
-$522.8K
57,848
-15%
增持
MSFT
MICROSOFT CORP
+$480.1K
9,223
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$469.8K
205,625
+1%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$468.3K
9,995
-0%
减持
IWM
ISHARES TR
+$442.8K
53,422
-1%
建仓
EPI
WISDOMTREE TR
+$422.7K
9,703
减持
IWR
ISHARES TR
+$417.9K
94,342
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$407.8K
156,864
+5%
建仓
SPEU
SPDR INDEX SHS FDS
+$398.0K
9,457
增持
EFA
ISHARES TR
+$381.5K
60,975
+2%
增持
IBND
SPDR SER TR
+$361.4K
275,304
+8%
增持
META
META PLATFORMS INC
+$355.8K
2,205
+9%
增持
VUG
VANGUARD INDEX FDS
+$352.4K
10,430
+0%
增持
SMH
VANECK ETF TRUST
+$330.0K
4,888
+11%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$327.4K
102,695
+1%
增持
AOR
ISHARES TR
+$319.3K
66,099
+5%
清仓
DAT
PROSHARES TR
-$305.4K
0
-100%
减持
VV
VANGUARD INDEX FDS
+$303.2K
24,171
-4%
减持
DGRW
WISDOMTREE TR
+$302.7K
66,484
-2%
增持
XLV
SELECT SECTOR SPDR TR
+$298.2K
9,134
+19%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$291.4K
77,877
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$265.4K
73,853
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$264.7K
20,808
+4%
减持
IWB
ISHARES TR
+$258.2K
13,821
-3%
增持
—
BLACKROCK INC
+$253.3K
555
+115%
增持
GLDM
WORLD GOLD TR
+$249.9K
67,450
+1%
建仓
VHT
VANGUARD WORLD FD
+$245.1K
906
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$243.7K
1,439
建仓
CEG
CONSTELLATION ENERGY CORP
+$233.1K
1,261
清仓
EA
ELECTRONIC ARTS INC
-$227.9K
0
-100%
减持
GLD
SPDR GOLD TR
+$220.1K
15,679
-0%
减持
WCLD
WISDOMTREE TR
-$219.7K
18,649
-25%
增持
LLY
ELI LILLY & CO
+$216.0K
854
+11%
增持
IUSB
ISHARES TR
+$214.8K
166,957
+4%
增持
XSOE
WISDOMTREE TR
+$214.1K
279,787
+1%
建仓
TRV
TRAVELERS COMPANIES INC
+$212.9K
925
建仓
IYE
ISHARES TR
+$209.9K
4,248
建仓
—
LINDE PLC
+$208.9K
450
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$207.1K
1,914
增持
WFC
WELLS FARGO CO NEW
+$204.3K
18,355
+5%
清仓
BA
BOEING CO
-$203.8K
0
-100%
减持
ADBE
ADOBE INC
-$198.0K
1,860
-2%
增持
FNDX
SCHWAB STRATEGIC TR
+$196.0K
35,800
+0%
增持
COST
COSTCO WHSL CORP NEW
+$179.5K
1,574
+7%
增持
VYM
VANGUARD WHITEHALL FDS
+$157.7K
15,900
+1%
增持
IAGG
ISHARES TR
+$154.3K
105,301
+3%
减持
USMV
ISHARES TR
+$148.9K
32,996
-1%
减持
VGT
VANGUARD WORLD FD
+$144.8K
4,619
-2%
减持
ABBV
ABBVIE INC
+$140.2K
5,777
-2%
减持
HD
HOME DEPOT INC
+$123.4K
4,415
-3%
减持
JPM
JPMORGAN CHASE & CO
+$123.0K
5,574
-5%
增持
VNQ
VANGUARD INDEX FDS
+$115.9K
27,940
+7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$115.8K
13,692
-15%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$109.2K
130,928
-1%
增持
AOA
ISHARES TR
+$105.1K
10,887
+8%
增持
AOM
ISHARES TR
+$104.5K
79,525
+0%
减持
VO
VANGUARD INDEX FDS
+$99.9K
7,142
-1%
增持
CMF
ISHARES TR
+$99.6K
68,941
+3%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$97.8K
66,199
+2%
增持
SOXX
ISHARES TR
+$96.6K
2,322
+213%
增持
IVE
ISHARES TR
+$95.3K
5,665
+2%
减持
NFLX
NETFLIX INC
+$94.4K
1,188
-8%
增持
CAT
CATERPILLAR INC
+$94.3K
927
+12%
减持
ORCL
ORACLE CORP
+$92.5K
4,786
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$89.5K
2,575
+1%
减持
DIS
DISNEY WALT CO
+$88.2K
3,124
-4%
增持
XLE
SELECT SECTOR SPDR TR
+$88.0K
7,552
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$87.8K
2,791
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$87.7K
591
-18%
增持
ITOT
ISHARES TR
+$87.2K
3,367
+18%
减持
—
LAM RESEARCH CORP
+$85.6K
621
-6%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$83.9K
14,563
+19%
减持
CVX
CHEVRON CORP NEW
+$83.6K
13,861
-2%
减持
JNK
SPDR SER TR
-$82.7K
6,938
-12%
减持
PM
PHILIP MORRIS INTL INC
-$82.4K
2,393
-25%
减持
MCD
MCDONALDS CORP
-$78.7K
2,250
-6%
增持
WMT
WALMART INC
+$78.5K
11,351
+196%
增持
IEMG
ISHARES INC
+$78.1K
14,749
+9%
减持
SDY
SPDR SER TR
+$75.0K
13,615
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$74.6K
31,249
+0%
增持
TIP
ISHARES TR
+$74.5K
36,252
+2%
增持
PFE
PFIZER INC
+$70.5K
11,419
+33%
增持
SCHE
SCHWAB STRATEGIC TR
+$70.4K
70,188
+2%
增持
MBB
ISHARES TR
+$69.4K
21,497
+5%
增持
MUB
ISHARES TR
+$68.7K
15,121
+5%
增持
VTIP
VANGUARD MALVERN FDS
+$67.9K
41,592
+3%
减持
MDYV
SPDR SER TR
+$66.4K
34,941
-1%
增持
VB
VANGUARD INDEX FDS
+$65.0K
4,034
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$63.0K
22,470
-1%
增持
FREL
FIDELITY COVINGTON TRUST
+$60.7K
61,084
+6%
增持
MRK
MERCK & CO INC
+$60.0K
2,492
+1%
减持
GOOG
ALPHABET INC
+$59.0K
5,343
-0%
减持
AMGN
AMGEN INC
-$58.5K
1,035
-16%
增持
NVO
NOVO-NORDISK A S
+$55.1K
2,147
+1%
增持
TGT
TARGET CORP
+$51.7K
1,486
+0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$50.4K
14,818
+0%
增持
V
VISA INC
+$50.3K
2,409
+1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$48.5K
5,495
-13%
减持
SCHV
SCHWAB STRATEGIC TR
+$47.6K
9,315
-1%
减持
GILD
GILEAD SCIENCES INC
-$47.0K
2,804
-10%
增持
HEFA
ISHARES TR
+$43.0K
9,960
+3%
减持
MCK
MCKESSON CORP
+$42.1K
633
-2%
减持
PEP
PEPSICO INC
-$40.4K
8,186
-6%
增持
ESGV
VANGUARD WORLD FD
+$38.2K
4,671
+0%
减持
GOOGL
ALPHABET INC
+$38.2K
9,435
-5%
增持
IWP
ISHARES TR
+$38.1K
3,860
+0%
减持
JNJ
JOHNSON & JOHNSON
-$37.4K
4,139
-6%
增持
XLB
SELECT SECTOR SPDR TR
+$37.2K
4,542
+1%
增持
F
FORD MTR CO DEL
+$35.1K
27,463
+2%
减持
CSCO
CISCO SYS INC
-$34.7K
6,970
-8%
增持
INDA
ISHARES TR
+$34.3K
9,051
+2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$34.3K
4,654
+10%
减持
UNP
UNION PAC CORP
-$34.1K
1,611
-8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$33.3K
4,882
+8%
减持
FMS
FRESENIUS MEDICAL CARE AG
-$33.1K
15,332
-3%
增持
DVY
ISHARES TR
+$30.3K
4,804
+0%
减持
MSTR
MICROSTRATEGY INC
+$30.1K
187
-59%
减持
PFF
ISHARES TR
+$30.0K
31,680
-0%
