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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 76
减持 56
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$4.0M
148,209
+4%
增持
IVV
ISHARES TR
+$3.5M
118,408
+3%
减持
TLT
ISHARES TR
-$2.2M
20,590
-49%
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
QQQ
INVESCO QQQ TR
+$1.9M
72,048
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.8M
133,091
+2%
增持
CRM
SALESFORCE INC
+$1.8M
6,589
+376%
增持
IUSB
ISHARES TR
+$1.7M
240,436
+23%
减持
AMZN
AMAZON COM INC
+$1.7M
50,691
-0%
增持
SPAB
SPDR SER TR
+$1.3M
1,016,712
+10%
减持
TSLA
TESLA INC
+$1.2M
8,609
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.2M
222,475
+15%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.1M
217,901
-0%
增持
IJR
ISHARES TR
+$958.0K
132,820
+8%
增持
DBEF
DBX ETF TR
+$953.1K
228,660
+13%
增持
CWI
SPDR INDEX SHS FDS
-$950.6K
740,628
+4%
增持
VTI
VANGUARD INDEX FDS
+$940.1K
63,734
+3%
增持
SCHF
SCHWAB STRATEGIC TR
-$832.4K
398,390
+100%
增持
XSOE
WISDOMTREE TR
-$640.2K
281,725
+1%
建仓
JPEF
J P MORGAN EXCHANGE TRADED F
+$607.5K
9,052
增持
SCHM
SCHWAB STRATEGIC TR
+$597.4K
365,008
+219%
增持
EFG
ISHARES TR
-$536.7K
86,898
+5%
清仓
EPI
WISDOMTREE TR
-$525.1K
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$496.6K
155,802
+10%
增持
IXUS
ISHARES TR
-$472.9K
169,062
+5%
增持
IBND
SPDR SER TR
-$465.0K
345,287
+3%
增持
VOO
VANGUARD INDEX FDS
+$440.0K
29,329
+1%
清仓
—
BLACKROCK INC
-$423.5K
0
-100%
建仓
BLK
BLACKROCK INC
+$417.2K
407
清仓
—
LAM RESEARCH CORP
-$417.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$387.1K
60,443
-1%
减持
INTC
INTEL CORP
-$379.8K
73,734
-7%
建仓
LRCX
LAM RESEARCH CORP
+$369.1K
5,110
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$360.0K
113,375
+4%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$336.4K
32,978
+86%
增持
AOM
ISHARES TR
+$334.8K
95,231
+13%
增持
SCHZ
SCHWAB STRATEGIC TR
-$317.0K
83,223
+79%
增持
NVDA
NVIDIA CORPORATION
+$300.9K
20,923
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$298.5K
215,451
+7%
建仓
XLI
SELECT SECTOR SPDR TR
+$288.3K
2,188
增持
GOOGL
ALPHABET INC
+$286.0K
9,881
+3%
减持
CMF
ISHARES TR
-$285.6K
72,252
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$284.8K
28,527
-75%
清仓
INGR
INGREDION INC
-$282.3K
0
-100%
清仓
PSEC
PROSPECT CAP CORP
-$267.5K
0
-100%
减持
UCTT
ULTRA CLEAN HLDGS INC
-$265.3K
17,235
-22%
建仓
AVGO
BROADCOM INC
+$263.1K
1,135
增持
EFA
ISHARES TR
-$262.7K
70,484
+5%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$257.2K
4,548
清仓
NVO
NOVO-NORDISK A S
-$255.6K
0
-100%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$249.2K
23,274
+83%
减持
LLY
ELI LILLY & CO
-$244.7K
834
-17%
清仓
PFE
PFIZER INC
-$227.1K
0
-100%
增持
VIGI
VANGUARD WHITEHALL FDS
-$222.9K
32,654
+2%
减持
INDA
ISHARES TR
-$220.5K
5,830
-35%
清仓
PKW
INVESCO EXCHANGE TRADED FD T
-$219.2K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$210.6K
0
-100%
建仓
BSV
VANGUARD BD INDEX FDS
+$207.9K
2,690
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$206.3K
603
减持
XLK
SELECT SECTOR SPDR TR
+$204.7K
52,050
-1%
清仓
LOW
LOWES COS INC
-$203.9K
0
-100%
增持
GLDM
WORLD GOLD TR
+$202.7K
77,733
+6%
减持
VUG
VANGUARD INDEX FDS
+$200.1K
9,544
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$192.3K
10,460
+3%
减持
SDY
SPDR SER TR
-$182.2K
12,639
-3%
增持
SCHG
SCHWAB STRATEGIC TR
+$178.4K
79,827
+306%
增持
SCHB
SCHWAB STRATEGIC TR
-$167.8K
640,132
+190%
增持
XLV
SELECT SECTOR SPDR TR
-$164.0K
10,132
+0%
增持
IWF
ISHARES TR
+$163.8K
2,015
+17%
增持
HYG
ISHARES TR
+$163.4K
44,935
+7%
减持
PEP
PEPSICO INC
-$159.9K
8,040
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$158.4K
5,488
+0%
减持
SCHY
SCHWAB STRATEGIC TR
-$152.5K
39,149
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$151.3K
3,075
-3%
增持
DGRW
WISDOMTREE TR
-$151.3K
68,281
+0%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$151.2K
80,815
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$149.7K
9,179
-2%
增持
IWM
ISHARES TR
+$146.2K
53,060
+1%
增持
IGSB
ISHARES TR
+$143.4K
72,214
+6%
增持
FREL
FIDELITY COVINGTON TRUST
-$138.6K
66,346
+1%
减持
GOOG
ALPHABET INC
+$122.6K
5,378
-0%
减持
SHY
ISHARES TR
-$121.7K
20,170
-6%
减持
SPEU
SPDR INDEX SHS FDS
-$120.3K
7,524
-20%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$119.2K
2,276
+46%
减持
—
EXXON MOBIL CORP
-$117.0K
9,722
-2%
减持
MUB
ISHARES TR
-$115.7K
13,312
-6%
减持
ABBV
ABBVIE INC
-$115.0K
5,564
-0%
增持
VNQ
VANGUARD INDEX FDS
-$113.4K
30,363
+5%
增持
SCHD
SCHWAB STRATEGIC TR
-$112.2K
1,142,893
+208%
减持
MBB
ISHARES TR
-$111.5K
20,409
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$111.2K
152,989
+105%
减持
VGT
VANGUARD WORLD FD
+$109.2K
4,422
-2%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$108.4K
104,623
+1%
减持
USMV
ISHARES TR
-$105.4K
30,383
-1%
减持
MSFT
MICROSOFT CORP
-$101.3K
9,751
-0%
减持
WFC
WELLS FARGO CO NEW
+$94.4K
14,358
-11%
增持
QGRW
WISDOMTREE TR
+$93.2K
5,997
+35%
减持
JNJ
JOHNSON & JOHNSON
-$84.4K
3,762
-3%
增持
TIP
ISHARES TR
-$79.2K
36,588
+2%
减持
BND
VANGUARD BD INDEX FDS
-$78.6K
5,590
-13%
增持
META
META PLATFORMS INC
+$75.4K
2,614
+3%
减持
ITA
ISHARES TR
-$74.9K
11,889
-1%
增持
AOA
ISHARES TR
+$74.4K
12,593
+12%
减持
UNH
UNITEDHEALTH GROUP INC
-$73.8K
484
-11%
增持
SCHE
SCHWAB STRATEGIC TR
-$73.6K
72,691
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$73.0K
124,183
+1%
减持
GD
GENERAL DYNAMICS CORP
-$69.5K
1,531
-2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$67.8K
11,273
-10%
减持
VV
VANGUARD INDEX FDS
-$67.0K
22,785
-3%
增持
WOOD
ISHARES TR
-$64.6K
6,598
+0%
减持
GLD
SPDR GOLD TR
-$63.1K
15,051
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$62.0K
495,189
+194%
增持
AMGN
AMGEN INC
-$60.0K
976
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$59.1K
2,853
-2%
减持
CVX
CHEVRON CORP NEW
-$58.6K
5,092
-6%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$56.6K
65,313
-1%
增持
COST
COSTCO WHSL CORP NEW
+$56.3K
1,741
+0%
增持
EEM
ISHARES TR
-$55.3K
13,883
+0%
减持
AGG
ISHARES TR
-$54.0K
8,767
-2%
减持
MCD
MCDONALDS CORP
-$53.1K
2,279
-3%
减持
NFLX
NETFLIX INC
+$53.0K
755
-14%
增持
FNDX
SCHWAB STRATEGIC TR
-$49.0K
112,659
+198%
减持
SCHW
SCHWAB CHARLES CORP
-$48.5K
3,811
-25%
减持
CAT
CATERPILLAR INC
-$48.1K
867
-6%
增持
JPIN
J P MORGAN EXCHANGE TRADED F
-$47.5K
7,839
+1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$47.3K
1,631
-7%
减持
UNP
UNION PAC CORP
-$47.3K
1,147
-8%
减持
BP
BP PLC
-$46.3K
7,217
-13%
增持
SCHO
SCHWAB STRATEGIC TR
+$45.9K
89,049
+108%
增持
HD
HOME DEPOT INC
-$42.5K
5,117
+2%
增持
CEG
CONSTELLATION ENERGY CORP
-$41.5K
1,280
+2%
增持
VB
VANGUARD INDEX FDS
+$40.4K
4,128
+3%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$40.4K
60,665
+4%
增持
VXF
VANGUARD INDEX FDS
+$39.0K
1,645
+9%
减持
IVE
ISHARES TR
-$37.5K
5,443
-0%
增持
ITOT
ISHARES TR
+$36.6K
3,963
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$35.2K
19,001
+2%
增持
SCHH
SCHWAB STRATEGIC TR
-$34.7K
23,718
+3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$34.4K
2,153
-6%
增持
IWD
ISHARES TR
+$34.2K
2,438
+11%
减持
PG
PROCTER AND GAMBLE CO
-$34.0K
4,333
-1%
增持
PFF
ISHARES TR
+$33.9K
32,995
+9%
增持
BAC
BANK AMERICA CORP
+$33.4K
7,690
+0%
减持
DIS
DISNEY WALT CO
+$33.0K
3,035
-4%
增持
IEMG
ISHARES INC
-$31.4K
18,527
+6%
增持
VSGX
VANGUARD WORLD FD
-$31.2K
6,925
+1%
减持
SBUX
STARBUCKS CORP
-$31.0K
3,761
-2%
增持
IAGG
ISHARES TR
-$30.9K
108,392
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$30.3K
44,150
+3%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$29.6K
14,304
-0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$29.2K
17,631
-6%