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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 78
减持 62
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$4.8M
145,484
-2%
减持
QQQ
INVESCO QQQ TR
-$3.2M
71,686
-1%
减持
TSLA
TESLA INC
-$2.6M
3,561
-59%
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
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.2M
268,975
+21%
减持
AMZN
AMAZON COM INC
-$2.0M
47,995
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.9M
1,185,871
+4%
增持
IVV
ISHARES TR
-$1.8M
120,798
+2%
增持
IXUS
ISHARES TR
+$1.6M
182,956
+8%
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
51,554
-1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.4M
137,597
+3%
增持
CWI
SPDR INDEX SHS FDS
+$1.4M
747,201
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$1.2M
226,125
+5%
增持
EFA
ISHARES TR
+$1.0M
78,045
+11%
增持
IJR
ISHARES TR
-$1.0M
136,754
+3%
增持
DBEF
DBX ETF TR
+$990.9K
241,511
+6%
减持
SPY
SPDR S&P 500 ETF TR
-$990.4K
28,118
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$987.8K
629,039
-2%
增持
IUSB
ISHARES TR
+$963.7K
256,758
+7%
增持
GLDM
WORLD GOLD TR
+$958.4K
80,784
+4%
增持
IWM
ISHARES TR
-$882.0K
54,350
+2%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
增持
SPAB
SPDR SER TR
+$764.5K
1,024,752
+1%
增持
AOM
ISHARES TR
+$745.0K
111,254
+17%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$652.2K
217,828
-0%
减持
GLD
SPDR GOLD TR
+$615.3K
14,783
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$593.2K
8,926
-3%
增持
IJH
ISHARES TR
-$562.7K
260,433
+3%
减持
MSFT
MICROSOFT CORP
-$551.7K
9,479
-3%
减持
NVDA
NVIDIA CORPORATION
-$544.2K
20,904
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$543.8K
400,105
+0%
增持
IBND
SPDR SER TR
+$517.8K
349,615
+1%
增持
IAGG
ISHARES TR
+$516.6K
118,575
+9%
减持
CMF
ISHARES TR
-$510.7K
64,461
-11%
增持
VTV
VANGUARD INDEX FDS
+$481.8K
62,029
+3%
增持
WFC
WELLS FARGO CO NEW
+$470.6K
20,603
+43%
减持
TLT
ISHARES TR
-$461.1K
14,688
-29%
增持
EFG
ISHARES TR
+$441.9K
88,562
+2%
增持
CRM
SALESFORCE INC
-$434.3K
6,591
+0%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$405.9K
79,845
+32%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$390.8K
113,743
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$389.8K
10,437
-0%
增持
VOO
VANGUARD INDEX FDS
-$374.9K
30,021
+2%
减持
VV
VANGUARD INDEX FDS
-$362.1K
22,500
-1%
减持
GOOGL
ALPHABET INC
-$361.0K
9,761
-1%
减持
VGT
VANGUARD WORLD FD
-$352.7K
4,420
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$346.4K
178,549
+2%
增持
AOR
ISHARES TR
+$337.4K
76,286
+8%
增持
DGRW
WISDOMTREE TR
+$328.9K
73,315
+7%
增持
VTWO
VANGUARD SCOTTSDALE FDS
-$328.9K
111,805
+7%
减持
MDYV
SPDR SER TR
-$317.6K
32,384
-8%
增持
VTI
VANGUARD INDEX FDS
+$317.5K
68,360
+7%
增持
TIP
ISHARES TR
+$316.2K
37,939
+4%
增持
VUG
VANGUARD INDEX FDS
-$314.7K
9,715
+2%
减持
UCTT
ULTRA CLEAN HLDGS INC
-$292.9K
15,257
-11%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$290.9K
64,863
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$278.6K
115,208
+6%
减持
SCHG
SCHWAB STRATEGIC TR
-$273.8K
77,915
-2%
减持
ADBE
ADOBE INC
-$271.0K
1,741
-18%
建仓
OZEM
ROUNDHILL ETF TRUST
+$249.2K
10,531
清仓
TGT
TARGET CORP
-$248.1K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
-$247.8K
158,279
+3%
增持
HYG
ISHARES TR
+$246.3K
47,921
+7%
增持
VIGI
VANGUARD WHITEHALL FDS
+$245.3K
34,450
+6%
减持
GOOG
ALPHABET INC
-$241.5K
5,011
-7%
清仓
MRK
MERCK & CO INC
-$232.9K
0
-100%
增持
IWR
ISHARES TR
-$229.6K
93,443
+1%
建仓
FNDF
SCHWAB STRATEGIC TR
+$222.2K
6,149
建仓
RTX
RTX CORPORATION
+$216.3K
1,633
减持
INTC
INTEL CORP
-$214.2K
55,665
-25%
建仓
WCBR
WISDOMTREE TR
+$213.5K
7,878
建仓
IYE
ISHARES TR
+$209.4K
4,248
清仓
VAW
VANGUARD WORLD FD
-$205.5K
0
-100%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$204.6K
806
减持
SMH
VANECK ETF TRUST
-$203.0K
5,350
-3%
增持
IEMG
ISHARES INC
+$199.5K
21,623
+17%
增持
VNQ
VANGUARD INDEX FDS
+$199.4K
32,075
+6%
增持
IWB
ISHARES TR
-$194.0K
13,453
+0%
减持
SLYV
SPDR SER TR
-$185.4K
14,729
-4%
增持
XSOE
WISDOMTREE TR
+$179.7K
283,986
+1%
增持
USMV
ISHARES TR
+$172.2K
30,641
+1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$167.3K
145,525
+0%
增持
SCHO
SCHWAB STRATEGIC TR
+$165.4K
94,820
+6%
增持
VO
VANGUARD INDEX FDS
+$152.5K
8,112
+10%
减持
META
META PLATFORMS INC
-$142.0K
2,409
-8%
增持
SCHM
SCHWAB STRATEGIC TR
-$140.4K
380,686
+4%
增持
IGSB
ISHARES TR
+$140.4K
73,971
+2%
减持
ORCL
ORACLE CORP
-$138.3K
4,291
-3%
减持
ABBV
ABBVIE INC
+$136.6K
5,371
-3%
减持
CLSE
TRUST FOR PROFESSIONAL MANAG
-$135.7K
18,395
-21%
减持
HD
HOME DEPOT INC
-$135.6K
5,062
-1%
减持
BLK
BLACKROCK INC
-$134.2K
299
-27%
减持
SCHZ
SCHWAB STRATEGIC TR
-$121.6K
76,321
-8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$117.1K
158,934
+2%
增持
FREL
FIDELITY COVINGTON TRUST
+$110.9K
69,296
+4%
增持
HEFA
ISHARES TR
+$109.7K
14,810
+20%
增持
SCHX
SCHWAB STRATEGIC TR
-$103.9K
515,151
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$100.2K
2,640
-14%
减持
—
EXXON MOBIL CORP
+$100.1K
9,635
-1%
减持
JPEF
J P MORGAN EXCHANGE TRADED F
-$99.7K
7,976
-12%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$98.5K
2,871
+26%
减持
HEI
HEICO CORP NEW
-$97.3K
2,750
-21%
增持
VTIP
VANGUARD MALVERN FDS
+$96.7K
44,778
+1%
减持
SOXX
ISHARES TR
-$95.6K
2,279
-6%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$93.5K
2,831
-1%
增持
SCHY
SCHWAB STRATEGIC TR
+$92.9K
39,324
+0%
增持
IWF
ISHARES TR
-$81.3K
2,016
+0%
减持
CVX
CHEVRON CORP NEW
+$73.1K
4,846
-5%
减持
QGRW
WISDOMTREE TR
-$72.8K
5,071
-15%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$69.4K
9,076
+15%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$69.1K
14,324
+0%
减持
SCHE
SCHWAB STRATEGIC TR
+$65.9K
72,604
-0%
增持
GILD
GILEAD SCIENCES INC
+$65.1K
2,840
+4%
减持
PM
PHILIP MORRIS INTL INC
+$64.4K
2,220
-7%
增持
VB
VANGUARD INDEX FDS
-$60.9K
4,198
+2%
增持
MBB
ISHARES TR
+$58.8K
20,579
+1%
减持
ITA
ISHARES TR
+$57.1K
11,660
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$57.1K
747
+24%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$53.4K
5,093
+12%
增持
VTEB
VANGUARD MUN BD FDS
+$51.0K
20,386
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$49.6K
125,616
+1%
增持
SBUX
STARBUCKS CORP
+$47.5K
3,983
+6%
减持
V
VISA INC
+$46.9K
2,282
-4%
增持
HFXI
NEW YORK LIFE INVESTMENTS ET
+$43.8K
19,930
+3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$43.6K
4,972
+17%
减持
MCD
MCDONALDS CORP
+$43.4K
2,254
-1%
减持
XLV
SELECT SECTOR SPDR TR
+$43.3K
9,842
-3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$43.3K
81,168
+0%
减持
RSPT
INVESCO EXCHANGE TRADED FD T
-$42.1K
6,151
-9%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$40.9K
8,792
+11%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$40.7K
1,556
-5%
减持
XLY
SELECT SECTOR SPDR TR
-$40.5K
1,131
-4%
减持
GD
GENERAL DYNAMICS CORP
-$39.5K
1,335
-13%
减持
CAT
CATERPILLAR INC
-$36.8K
842
-3%
增持
ESGV
VANGUARD WORLD FD
-$34.8K
5,066
+0%
减持
SCHV
SCHWAB STRATEGIC TR
-$34.6K
24,687
-7%
减持
JNK
SPDR SER TR
-$34.3K
7,170
-5%
减持
SDY
SPDR SER TR
-$33.9K
12,056
-5%
减持
VXF
VANGUARD INDEX FDS
-$33.5K
1,620
-2%
减持
PANW
PALO ALTO NETWORKS INC
-$33.0K
2,466
-1%
减持
INDA
ISHARES TR
-$32.7K
5,327
-9%
增持
FNDA
SCHWAB STRATEGIC TR
-$32.4K
14,042
+0%
增持
ESGU
ISHARES TR
+$32.0K
2,393
+19%
减持
COST
COSTCO WHSL CORP NEW
+$30.6K
1,719
-1%
增持
PFF
ISHARES TR
+$29.7K
34,724
+5%
增持
WMT
WALMART INC
-$28.7K
11,217
+0%
减持
FMS
FRESENIUS MEDICAL CARE AG
+$27.5K
13,932
-1%
增持
STIP
ISHARES TR
+$27.3K
6,716
+1%
减持
LLY
ELI LILLY & CO
+$26.8K
812
-3%
增持
AVGO
BROADCOM INC
-$26.2K
1,415
+25%
增持
HDV
ISHARES TR
+$26.1K
2,735
+1%
