小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 69
减持 67
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$6.4M
143,046
+3%
增持
IVV
ISHARES TR
+$3.6M
110,863
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.7M
124,856
+4%
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
QQQ
INVESCO QQQ TR
+$2.4M
70,965
-0%
减持
INTC
INTEL CORP
-$1.2M
81,884
-4%
增持
IBND
SPDR SER TR
+$1.1M
315,822
+15%
增持
VTI
VANGUARD INDEX FDS
+$995.4K
61,716
+3%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$930.4K
123,072
+20%
减持
XLK
SELECT SECTOR SPDR TR
+$922.2K
51,865
-0%
增持
SPAB
SPDR SER TR
+$894.8K
881,049
+5%
增持
AMZN
AMAZON COM INC
+$789.0K
49,998
+2%
增持
IUSB
ISHARES TR
+$787.1K
185,728
+11%
增持
BIV
VANGUARD BD INDEX FDS
+$742.2K
186,991
+6%
增持
EFG
ISHARES TR
+$714.5K
76,397
+12%
增持
NVDA
NVIDIA CORPORATION
+$687.8K
19,329
+927%
减持
SPY
SPDR S&P 500 ETF TR
+$616.9K
113,848
-24%
增持
SCHD
SCHWAB STRATEGIC TR
-$583.5K
360,347
+2%
减持
IWM
ISHARES TR
-$543.2K
52,696
-1%
建仓
BND
VANGUARD BD INDEX FDS
+$542.7K
7,532
减持
VOO
VANGUARD INDEX FDS
+$531.3K
29,125
-0%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$524.7K
173,712
+7%
增持
IXUS
ISHARES TR
+$497.8K
151,062
+6%
增持
IJH
ISHARES TR
-$492.2K
259,983
+1%
增持
MSFT
MICROSOFT CORP
+$476.0K
9,747
+6%
减持
TLT
ISHARES TR
-$459.1K
37,309
-9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$418.1K
159,285
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$400.3K
217,142
+5%
建仓
IWD
ISHARES TR
+$382.4K
2,192
减持
IWR
ISHARES TR
-$341.5K
93,632
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$336.9K
50,151
+15%
增持
TSLA
TESLA INC
+$332.9K
8,982
+9%
增持
IJR
ISHARES TR
-$297.5K
117,007
+1%
减持
XSOE
WISDOMTREE TR
+$297.0K
278,797
-0%
增持
DBEF
DBX ETF TR
+$292.4K
171,894
+3%
清仓
HYMB
SPDR SER TR
-$290.0K
0
-100%
增持
IWF
ISHARES TR
+$287.5K
1,718
+71%
增持
VYM
VANGUARD WHITEHALL FDS
+$287.0K
18,640
+17%
增持
SMH
VANECK ETF TRUST
+$267.4K
5,244
+7%
增持
EFA
ISHARES TR
+$266.7K
65,571
+8%
减持
SCHB
SCHWAB STRATEGIC TR
-$262.6K
223,380
-5%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$252.4K
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR
-$250.9K
52,877
-9%
增持
ADBE
ADOBE INC
+$234.2K
2,111
+13%
减持
VUG
VANGUARD INDEX FDS
+$230.5K
10,215
-2%
增持
DGRW
WISDOMTREE TR
+$225.4K
67,787
+2%
清仓
LOW
LOWES COS INC
-$218.6K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$218.4K
9,985
-0%
清仓
—
LABORATORY CORP AMER HLDGS
-$214.3K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$212.9K
0
-100%
增持
GLDM
WORLD GOLD TR
+$211.9K
69,063
+2%
清仓
—
LINDE PLC
-$208.9K
0
-100%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$207.1K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$205.4K
0
-100%
建仓
QTAP
INNOVATOR ETFS TRUST
+$205.0K
5,877
清仓
BDX
BECTON DICKINSON & CO
-$204.9K
0
-100%
减持
HD
HOME DEPOT INC
-$204.7K
4,325
-2%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$201.5K
3,630
增持
CMF
ISHARES TR
+$200.7K
73,270
+6%
增持
AOM
ISHARES TR
+$189.8K
83,513
+5%
减持
VGT
VANGUARD WORLD FD
+$177.9K
4,509
-2%
减持
COST
COSTCO WHSL CORP NEW
+$177.1K
1,565
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$176.8K
123,536
+1%
增持
GOOG
ALPHABET INC
+$175.7K
5,393
+1%
减持
SHY
ISHARES TR
-$168.2K
22,003
-8%
增持
META
META PLATFORMS INC
+$165.2K
2,451
+11%
减持
SCHF
SCHWAB STRATEGIC TR
-$155.6K
204,787
-0%
增持
AOR
ISHARES TR
+$155.5K
68,097
+3%
减持
VV
VANGUARD INDEX FDS
+$146.0K
23,802
-2%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$145.6K
100,112
+6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$143.7K
9,400
-0%
减持
IGSB
ISHARES TR
-$142.6K
67,461
-4%
减持
SCHG
SCHWAB STRATEGIC TR
+$142.0K
20,541
-1%
减持
AGG
ISHARES TR
-$137.6K
9,936
-12%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$121.8K
19,568
-13%
增持
SCHA
SCHWAB STRATEGIC TR
-$118.2K
74,147
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$117.0K
104,708
+2%
增持
XLV
SELECT SECTOR SPDR TR
+$116.2K
10,055
+10%
减持
LLY
ELI LILLY & CO
+$107.6K
853
-0%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$107.4K
17,166
+16%
增持
—
EXXON MOBIL CORP
+$107.2K
9,811
+12%
减持
GLD
SPDR GOLD TR
+$103.9K
15,485
-1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$102.9K
65,730
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$102.4K
2,774
-1%
减持
UNP
UNION PAC CORP
-$99.3K
1,312
-19%
减持
MBB
ISHARES TR
-$99.0K
20,562
-4%
增持
IAGG
ISHARES TR
+$98.8K
107,344
+2%
减持
SDY
SPDR SER TR
-$97.7K
13,282
-2%
增持
BAC
BANK AMERICA CORP
+$97.1K
9,506
+28%
增持
FNDX
SCHWAB STRATEGIC TR
+$96.5K
37,460
+5%
减持
PFE
PFIZER INC
-$96.4K
7,881
-31%
减持
ABBV
ABBVIE INC
-$94.4K
5,583
-3%
减持
CVX
CHEVRON CORP NEW
-$89.9K
13,403
-3%
减持
MCD
MCDONALDS CORP
-$86.2K
2,151
-4%
增持
VBR
VANGUARD INDEX FDS
+$85.2K
1,842
+41%
减持
NFLX
NETFLIX INC
-$81.0K
949
-20%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$79.8K
133,966
+2%
减持
SCHX
SCHWAB STRATEGIC TR
+$78.8K
164,110
-3%
减持
IWB
ISHARES TR
+$78.6K
13,643
-1%
减持
DIS
DISNEY WALT CO
-$77.0K
3,074
-2%
减持
WMT
WALMART INC
+$76.4K
11,216
-1%
减持
—
BLACKROCK INC
-$76.1K
491
-12%
减持
SCHE
SCHWAB STRATEGIC TR
+$75.4K
69,564
-1%
增持
PEP
PEPSICO INC
-$74.1K
8,237
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$71.6K
78,867
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$69.1K
42,458
+2%
减持
ORCL
ORACLE CORP
+$69.0K
4,746
-1%
减持
SBUX
STARBUCKS CORP
-$67.8K
3,638
-5%
增持
MDYV
SPDR SER TR
-$67.7K
35,478
+2%
减持
USMV
ISHARES TR
-$67.4K
32,044
-3%
增持
SLYV
SPDR SER TR
-$67.3K
15,374
+0%
减持
CRM
SALESFORCE INC
-$67.2K
1,406
-1%
减持
IVE
ISHARES TR
-$64.1K
5,462
-4%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$63.1K
64,963
+5%
增持
IEMG
ISHARES INC
+$62.9K
15,392
+4%
减持
JNJ
JOHNSON & JOHNSON
-$62.4K
4,053
-2%
增持
SCHM
SCHWAB STRATEGIC TR
-$61.9K
101,858
+4%
减持
WFC
WELLS FARGO CO NEW
-$60.0K
16,903
-8%
增持
EEM
ISHARES TR
+$55.4K
13,867
+6%
增持
EPI
WISDOMTREE TR
+$50.4K
9,798
+1%
减持
V
VISA INC
-$47.1K
2,382
-1%
增持
CWI
SPDR INDEX SHS FDS
-$46.1K
704,117
+0%
增持
TGT
TARGET CORP
+$45.5K
2,086
+40%
减持
VB
VANGUARD INDEX FDS
-$44.1K
4,027
-0%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$42.2K
16,239
+12%
减持
VSGX
VANGUARD WORLD FD
-$41.5K
6,865
-9%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$41.4K
1,752
-4%
减持
DE
DEERE & CO
-$40.7K
965
-1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$40.0K
2,640
+6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$39.8K
14,415
-3%
增持
VNQ
VANGUARD INDEX FDS
-$39.1K
28,380
+2%
增持
WOOD
ISHARES TR
-$38.9K
6,595
+0%
减持
VOE
VANGUARD INDEX FDS
-$38.9K
2,854
-5%
减持
JPIN
J P MORGAN EXCHANGE TRADED F
-$35.4K
8,003
-6%
减持
VAW
VANGUARD WORLD FD
-$34.3K
1,194
-8%
减持
SCHY
SCHWAB STRATEGIC TR
-$32.8K
40,497
-0%
增持
VO
VANGUARD INDEX FDS
-$32.3K
7,237
+1%
增持
TIP
ISHARES TR
+$31.9K
36,765
+1%
增持
DVY
ISHARES TR
+$31.8K
5,153
+7%
减持
MA
MASTERCARD INCORPORATED
-$30.8K
500
-4%
减持
XLB
SELECT SECTOR SPDR TR
-$30.7K
4,430
-2%
减持
MUB
ISHARES TR
-$29.4K
14,994
-1%
清仓
SFIX
STITCH FIX INC
-$29.1K
0
-100%
减持
MRK
MERCK & CO INC
-$28.4K
2,427
-3%
增持
HFXI
INDEXIQ ETF TR
+$25.8K
26,607
+4%
减持
ITA
ISHARES TR
-$25.2K
12,207
-2%
减持
HON
HONEYWELL INTL INC
-$23.9K
1,320
-11%
增持
VTV
VANGUARD INDEX FDS
-$23.6K
61,279
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$23.3K
16,779
-2%
增持
ABT
ABBOTT LABS
-$23.2K
3,603
+3%
减持
SCHV
SCHWAB STRATEGIC TR
-$22.4K
9,252
-1%
