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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 13
增持 62
减持 68
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.3M
122,631
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.2M
139,874
+2%
减持
QQQ
INVESCO QQQ TR
+$5.1M
70,130
-2%
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
IXUS
ISHARES TR
+$3.7M
213,684
+17%
增持
CWI
SPDR INDEX SHS FDS
+$3.5M
785,162
+5%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.3M
338,335
+26%
增持
IBND
SPDR SERIES TRUST
+$3.0M
409,110
+17%
减持
AAPL
APPLE INC
-$3.0M
143,061
-2%
增持
EFG
ISHARES TR
+$2.7M
103,227
+17%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
68,641
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.0M
1,174,249
-1%
减持
SPY
SPDR S&P 500 ETF TR
+$1.6M
28,117
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.6M
530,828
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$1.6M
244,431
+8%
增持
XSOE
WISDOMTREE TR
+$1.5M
297,337
+5%
减持
XLK
SELECT SECTOR SPDR TR
+$1.5M
47,829
-7%
增持
EFA
ISHARES TR
+$1.4M
86,706
+11%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.4M
200,424
+27%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.3M
624,863
-1%
减持
VOO
VANGUARD INDEX FDS
+$1.3M
29,531
-2%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
217,018
-0%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
11,103
+14%
减持
AMZN
AMAZON COM INC
+$1.3M
47,372
-1%
减持
MSFT
MICROSOFT CORP
+$1.1M
9,388
-1%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
21,355
+2%
增持
VTV
VANGUARD INDEX FDS
+$1.1M
66,765
+8%
增持
AOR
ISHARES TR
+$1.1M
88,900
+17%
建仓
IEFA
ISHARES TR
+$1.1M
12,749
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.0M
124,153
-1%
增持
DGRW
WISDOMTREE TR
+$1.0M
81,925
+12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$974.6K
183,091
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$955.1K
389,628
+2%
减持
IJH
ISHARES TR
+$914.2K
259,762
-0%
增持
SPAB
SPDR SERIES TRUST
+$893.2K
1,057,243
+3%
建仓
DFCA
DIMENSIONAL ETF TRUST
+$872.5K
17,705
增持
IWR
ISHARES TR
+$867.4K
95,864
+3%
减持
SCHF
SCHWAB STRATEGIC TR
+$860.9K
397,059
-1%
增持
IJR
ISHARES TR
+$858.2K
138,701
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$853.6K
8,029
-10%
增持
AOM
ISHARES TR
+$742.9K
122,171
+10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$725.3K
113,432
-0%
增持
VGT
VANGUARD WORLD FD
+$720.9K
4,701
+6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$585.2K
10,862
+4%
减持
IWM
ISHARES TR
+$572.7K
52,898
-3%
增持
IWB
ISHARES TR
+$569.4K
13,830
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$558.3K
85,906
+10%
增持
IEMG
ISHARES INC
+$535.0K
28,352
+31%
减持
VV
VANGUARD INDEX FDS
+$490.5K
21,990
-2%
增持
GLDM
WORLD GOLD TR
+$449.5K
83,169
+3%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$438.5K
62,801
-21%
减持
CRM
SALESFORCE INC
-$436.0K
4,887
-26%
增持
TIP
ISHARES TR
+$432.6K
42,232
+11%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$421.4K
14,852
-56%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$416.6K
165,133
+4%
增持
SPEU
SPDR INDEX SHS FDS
+$379.9K
13,586
+115%
减持
DBEF
DBX ETF TR
-$374.8K
230,460
-5%
增持
FNDX
SCHWAB STRATEGIC TR
+$359.8K
124,028
+9%
增持
IAGG
ISHARES TR
+$354.7K
122,963
+4%
建仓
SPYM
SPDR SERIES TRUST
+$350.5K
4,822
增持
VB
VANGUARD INDEX FDS
+$340.1K
5,363
+28%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$315.2K
17,001
+58%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$310.6K
0
-100%
减持
INTC
INTEL CORP
-$300.9K
43,003
-23%
减持
WFC
WELLS FARGO CO NEW
-$292.8K
14,806
-28%
减持
VTEB
VANGUARD MUN BD FDS
-$292.0K
14,675
-28%
减持
HEI
HEICO CORP NEW
-$292.0K
1,350
-51%
清仓
XLI
SELECT SECTOR SPDR TR
-$286.8K
0
-100%
增持
GOOGL
ALPHABET INC
+$261.2K
10,047
+3%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$257.0K
2,362
建仓
—
NEBIUS GROUP N.V.
+$255.7K
4,621
清仓
UNH
UNITEDHEALTH GROUP INC
-$253.5K
0
-100%
减持
MUB
ISHARES TR
-$253.1K
10,925
-17%
减持
XLV
SELECT SECTOR SPDR TR
-$251.6K
8,795
-11%
减持
CMF
ISHARES TR
-$251.2K
60,579
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$245.0K
5,489
+0%
建仓
VIS
VANGUARD WORLD FD
+$239.5K
855
增持
IUSB
ISHARES TR
+$235.1K
261,011
+2%
减持
WCLD
WISDOMTREE TR
-$230.4K
8,843
-48%
清仓
LH
LABCORP HOLDINGS INC
-$228.3K
0
-100%
减持
META
META PLATFORMS INC
+$227.9K
2,190
-9%
增持
AOA
ISHARES TR
+$226.6K
14,453
+13%
清仓
QGRW
WISDOMTREE TR
-$222.6K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$222.5K
31,756
+29%
增持
COST
COSTCO WHSL CORP NEW
+$222.1K
1,867
+9%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$217.5K
13,237
+51%
建仓
VXUS
VANGUARD STAR FDS
+$216.9K
3,139
建仓
IWO
ISHARES TR
+$214.4K
750
减持
VIGI
VANGUARD WHITEHALL FDS
+$214.1K
34,081
-1%
建仓
VBK
VANGUARD INDEX FDS
+$211.2K
763
清仓
RSPT
INVESCO EXCHANGE TRADED FD T
-$210.4K
0
-100%
清仓
IYE
ISHARES TR
-$209.4K
0
-100%
建仓
GEV
GE VERNOVA INC
+$207.4K
392
建仓
XLF
SELECT SECTOR SPDR TR
+$206.3K
3,939
建仓
NOW
SERVICENOW INC
+$205.6K
200
减持
TLT
ISHARES TR
-$203.7K
12,842
-13%
建仓
VAW
VANGUARD WORLD FD
+$200.5K
1,029
增持
INDA
ISHARES TR
+$197.9K
8,480
+59%
减持
JPEF
J P MORGAN EXCHANGE TRADED F
-$185.4K
4,596
-42%
减持
CVX
CHEVRON CORP NEW
-$180.3K
4,402
-9%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$180.0K
77,814
-4%
减持
TSLA
TESLA INC
-$177.6K
2,346
-34%
减持
ABBV
ABBVIE INC
-$177.5K
5,106
-5%
减持
PG
PROCTER AND GAMBLE CO
-$176.2K
3,297
-20%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$165.8K
2,807
-1%
增持
AVGO
BROADCOM INC
+$165.5K
1,460
+3%
增持
—
EXXON MOBIL CORP
+$165.3K
12,163
+26%
减持
USMV
ISHARES TR
-$163.7K
28,828
-6%
减持
VO
VANGUARD INDEX FDS
+$162.3K
8,077
-0%
增持
HYG
ISHARES TR
+$155.4K
48,802
+2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$152.7K
69,487
-9%
减持
PEP
PEPSICO INC
-$148.4K
7,995
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$143.1K
1,949
-32%
减持
CEG
CONSTELLATION ENERGY CORP
+$138.6K
1,229
-4%
减持
NFLX
NETFLIX INC
+$136.9K
628
-17%
增持
DIS
DISNEY WALT CO
+$135.9K
3,632
+14%
增持
GOOG
ALPHABET INC
+$133.9K
5,168
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$130.8K
774
+4%
减持
SMH
VANECK ETF TRUST
+$125.6K
4,507
-16%
减持
LRCX
LAM RESEARCH CORP
+$121.0K
5,060
-1%
增持
V
VISA INC
+$119.5K
2,589
+13%
减持
MBB
ISHARES TR
-$117.7K
19,301
-6%
减持
ITA
ISHARES TR
+$116.6K
10,081
-14%
增持
IGSB
ISHARES TR
+$115.3K
75,609
+2%
增持
SOXX
ISHARES TR
+$115.3K
2,280
+0%
减持
GLD
SPDR GOLD TR
+$110.5K
14,336
-3%
减持
AGG
ISHARES TR
-$110.4K
7,705
-13%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$108.9K
7,253
-20%
减持
PM
PHILIP MORRIS INTL INC
-$106.5K
1,350
-39%
减持
SBUX
STARBUCKS CORP
-$105.9K
3,109
-22%
增持
AMD
ADVANCED MICRO DEVICES INC
+$104.8K
2,650
+0%
减持
XLE
SELECT SECTOR SPDR TR
-$96.6K
6,623
-6%
增持
EEM
ISHARES TR
+$94.6K
14,538
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$91.3K
1,974
+0%
减持
PFF
ISHARES TR
-$89.3K
31,869
-8%
增持
HDV
ISHARES TR
+$88.1K
3,579
+31%
减持
JNJ
JOHNSON & JOHNSON
-$86.1K
3,168
-8%
减持
WMT
WALMART INC
+$85.1K
10,942
-2%
减持
HD
HOME DEPOT INC
-$83.8K
4,831
-5%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$81.9K
143,724
-1%
增持
HON
HONEYWELL INTL INC
+$76.3K
1,505
+16%
减持
IWP
ISHARES TR
+$75.2K
3,632
-0%
减持
IWF
ISHARES TR
+$75.2K
1,891
-6%
减持
LLY
ELI LILLY & CO
-$75.1K
764
-6%
减持
PANW
PALO ALTO NETWORKS INC
-$71.3K
1,708
-31%
减持
ADBE
ADOBE INC
-$70.8K
1,543
-11%
增持
IVE
ISHARES TR
+$66.6K
5,650
+4%
增持
FNDF
SCHWAB STRATEGIC TR
+$66.0K
7,203
+17%
减持
VYM
VANGUARD WHITEHALL FDS
+$65.5K
18,802
-1%
增持
VTIP
VANGUARD MALVERN FDS
+$64.0K
45,722
+2%
减持
SHY
ISHARES TR
-$63.0K
19,070
-4%
