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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 12
增持 87
减持 48
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$5.6M
114,839
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.3M
370,709
+3%
减持
AAPL
APPLE INC
+$3.0M
141,973
-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
SPAB
SPDR SER TR
+$2.0M
923,314
+5%
增持
IJR
ISHARES TR
+$1.9M
122,653
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.8M
123,153
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$1.8M
201,636
+8%
增持
CWI
SPDR INDEX SHS FDS
+$1.7M
711,030
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.6M
114,538
+12%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.6M
130,266
+4%
增持
IXUS
ISHARES TR
+$1.4M
160,465
+6%
增持
DBEF
DBX ETF TR
+$1.4M
202,604
+18%
减持
CVX
CHEVRON CORP NEW
-$1.3M
5,406
-60%
增持
IBND
SPDR SER TR
+$1.2M
335,205
+6%
增持
EFG
ISHARES TR
+$1.1M
83,149
+9%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.1M
193,650
+11%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.0M
103,375
+3%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
61,910
+0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.0M
139,009
+13%
增持
QQQ
INVESCO QQQ TR
+$972.1K
71,654
+1%
减持
IWM
ISHARES TR
+$886.6K
52,416
-1%
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$884.9K
22,161
增持
SCHX
SCHWAB STRATEGIC TR
+$872.4K
168,261
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$815.0K
218,635
+1%
增持
IUSB
ISHARES TR
+$808.2K
195,391
+5%
减持
VOO
VANGUARD INDEX FDS
+$796.7K
29,115
-0%
减持
VTV
VANGUARD INDEX FDS
+$790.4K
60,836
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$775.1K
161,869
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$758.3K
113,729
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$728.8K
109,030
+4%
增持
XSOE
WISDOMTREE TR
+$687.6K
279,356
+0%
减持
INTC
INTEL CORP
-$677.8K
79,207
-3%
增持
GLDM
WORLD GOLD TR
+$655.5K
73,636
+7%
减持
SCHB
SCHWAB STRATEGIC TR
+$654.9K
220,968
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$625.4K
142,114
+6%
减持
IWR
ISHARES TR
+$563.8K
92,529
-1%
增持
TLT
ISHARES TR
+$560.2K
40,617
+9%
减持
IJH
ISHARES TR
+$559.7K
253,111
-3%
增持
HD
HOME DEPOT INC
+$544.1K
5,017
+16%
减持
TSLA
TESLA INC
+$499.1K
8,701
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$486.4K
9,365
-0%
增持
EFA
ISHARES TR
+$455.8K
66,866
+2%
增持
VNQ
VANGUARD INDEX FDS
+$440.9K
28,927
+2%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$422.3K
10,121
+1%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$398.1K
82,346
+4%
增持
DGRW
WISDOMTREE TR
+$386.5K
68,228
+1%
减持
GLD
SPDR GOLD TR
+$378.0K
15,253
-1%
增持
FREL
FIDELITY COVINGTON TRUST
+$336.6K
65,512
+4%
减持
SCHF
SCHWAB STRATEGIC TR
+$334.7K
199,480
-3%
增持
SCHA
SCHWAB STRATEGIC TR
+$326.8K
74,663
+1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$307.3K
32,112
+3%
建仓
CLSE
TRUST FOR PROFESSIONAL MANAG
+$284.0K
12,752
增持
SCHO
SCHWAB STRATEGIC TR
+$280.1K
42,806
+13%
减持
VV
VANGUARD INDEX FDS
+$270.9K
23,595
-1%
增持
CMF
ISHARES TR
+$256.6K
76,135
+4%
增持
AOR
ISHARES TR
+$243.3K
68,847
+1%
建仓
ESGU
ISHARES TR
+$241.4K
1,913
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$239.9K
6,364
增持
MDYV
SPDR SER TR
+$236.3K
35,541
+0%
增持
IWB
ISHARES TR
+$233.0K
13,653
+0%
建仓
GILD
GILEAD SCIENCES INC
+$229.7K
2,740
清仓
MA
MASTERCARD INCORPORATED
-$220.5K
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$219.2K
981
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$219.2K
1,914
增持
META
META PLATFORMS INC
+$218.8K
2,541
+4%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$210.6K
2,059
增持
AOM
ISHARES TR
+$210.2K
84,284
+1%
增持
COST
COSTCO WHSL CORP NEW
+$208.8K
1,736
+11%
增持
FNDX
SCHWAB STRATEGIC TR
+$207.6K
37,858
+1%
减持
—
LAM RESEARCH CORP
-$207.0K
511
-13%
建仓
TRV
TRAVELERS COMPANIES INC
+$206.0K
880
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$205.4K
2,586
清仓
QTAP
INNOVATOR ETFS TRUST
-$205.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$204.9K
7,418
+3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$204.0K
46,425
-12%
建仓
LOW
LOWES COS INC
+$203.9K
753
清仓
IYE
ISHARES TR
-$203.9K
0
-100%
建仓
QGRW
WISDOMTREE TR
+$202.3K
4,433
增持
AMZN
AMAZON COM INC
-$201.4K
50,774
+2%
减持
ITA
ISHARES TR
+$190.9K
12,048
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$182.9K
52,047
+4%
减持
VYM
VANGUARD WHITEHALL FDS
+$178.5K
18,636
-0%
减持
HFXI
NEW YORK LIFE INVESTMENTS ET
-$175.1K
19,367
-27%
增持
IEMG
ISHARES INC
+$175.0K
17,400
+13%
增持
MCD
MCDONALDS CORP
+$165.6K
2,344
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$164.5K
52,701
+2%
减持
SDY
SPDR SER TR
+$162.7K
13,038
-2%
减持
SCHE
SCHWAB STRATEGIC TR
+$161.8K
68,862
-1%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$159.1K
65,677
-0%
增持
ABBV
ABBVIE INC
+$146.1K
5,589
+0%
增持
MSFT
MICROSOFT CORP
-$145.1K
9,787
+0%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$144.6K
58,137
-11%
增持
GOOGL
ALPHABET INC
-$134.2K
9,554
+1%
增持
IGSB
ISHARES TR
+$133.4K
68,174
+1%
增持
SLYV
SPDR SER TR
+$131.8K
15,385
+0%
增持
NVDA
NVIDIA CORPORATION
+$120.9K
20,659
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$117.1K
18,739
+12%
增持
LLY
ELI LILLY & CO
+$116.3K
1,003
+18%
减持
USMV
ISHARES TR
+$112.7K
30,699
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$109.9K
2,297
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$105.1K
3,186
+24%
减持
VUG
VANGUARD INDEX FDS
-$103.2K
9,682
-5%
减持
SCHY
SCHWAB STRATEGIC TR
+$103.1K
40,412
-0%
增持
MBB
ISHARES TR
+$94.8K
20,693
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$94.5K
14,371
-0%
减持
ORCL
ORACLE CORP
+$94.1K
4,485
-5%
增持
AOA
ISHARES TR
+$93.3K
11,284
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$92.3K
10,115
+1%
增持
SBUX
STARBUCKS CORP
+$91.0K
3,839
+6%
减持
WFC
WELLS FARGO CO NEW
-$89.7K
16,182
-4%
增持
ITOT
ISHARES TR
+$86.3K
3,766
+16%
减持
IAGG
ISHARES TR
+$83.2K
105,014
-2%
减持
IVE
ISHARES TR
+$82.3K
5,459
-0%
增持
SCHH
SCHWAB STRATEGIC TR
+$81.3K
23,054
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$76.8K
4,047
-26%
减持
BAC
BANK AMERICA CORP
-$73.5K
7,675
-19%
减持
VB
VANGUARD INDEX FDS
+$73.2K
4,011
-0%
减持
HYG
ISHARES TR
+$71.0K
41,977
-2%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$69.9K
18,228
+6%
减持
F
FORD MTR CO
-$68.1K
26,049
-5%
增持
HEFA
ISHARES TR
+$64.2K
11,960
+18%
增持
FPE
FIRST TR EXCH TRADED FD III
+$63.6K
18,854
+18%
减持
MUB
ISHARES TR
-$63.5K
14,123
-6%
增持
ESGV
VANGUARD WORLD FD
+$62.5K
5,059
+8%
减持
BND
VANGUARD BD INDEX FDS
-$62.1K
6,398
-15%
减持
AGG
ISHARES TR
-$61.0K
8,922
-10%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$59.5K
17,691
+9%
增持
MSTR
MICROSTRATEGY INC
+$57.7K
1,870
+900%
减持
DVY
ISHARES TR
+$56.8K
5,036
-2%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$55.6K
19,646
+0%
增持
JNK
SPDR SER TR
+$54.9K
7,203
+5%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$52.9K
4,630
+28%
增持
EPI
WISDOMTREE TR
+$52.1K
10,407
+6%
减持
TIP
ISHARES TR
+$51.9K
36,007
-2%
增持
IJJ
ISHARES TR
+$50.1K
4,785
+0%
增持
VOE
VANGUARD INDEX FDS
+$49.7K
2,857
+0%
增持
INGR
INGREDION INC
+$49.4K
2,054
+1%
减持
WCLD
WISDOMTREE TR
-$47.4K
16,949
-9%
增持
FNDA
SCHWAB STRATEGIC TR
+$47.2K
6,819
+4%
增持
VTIP
VANGUARD MALVERN FDS
+$46.5K
42,738
+1%
增持
SMH
VANECK ETF TRUST
-$45.6K
5,384
+3%
增持
SCHW
SCHWAB CHARLES CORP
-$45.2K
5,100
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$43.3K
1,561
+8%
增持
UNH
UNITEDHEALTH GROUP INC
+$42.6K
545
+1%
增持
ESGD
ISHARES TR
+$42.0K
3,400
+10%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$40.7K
12,528
-7%
减持
VGT
VANGUARD WORLD FD
+$40.4K
4,502
-0%
增持
FNDC
SCHWAB STRATEGIC TR
+$39.2K
8,362
+4%
减持
JPM
JPMORGAN CHASE & CO.
+$37.8K
5,487
-1%
增持
HDV
ISHARES TR
+$37.0K
2,691
+5%
