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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 99
减持 36
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.1M
125,919
+3%
增持
AAPL
APPLE INC
+$7.9M
146,315
+2%
增持
BIV
VANGUARD BD INDEX FDS
+$4.2M
295,979
+21%
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
+$4.1M
425,203
+26%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.0M
144,630
+3%
增持
IXUS
ISHARES TR
+$3.6M
243,540
+14%
增持
IBND
SPDR SERIES TRUST
+$3.1M
507,703
+24%
增持
SPAB
SPDR SERIES TRUST
+$3.0M
1,162,582
+10%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.4M
1,228,111
+5%
增持
CWI
SPDR INDEX SHS FDS
+$2.3M
798,909
+2%
增持
IJR
ISHARES TR
+$2.2M
146,401
+6%
增持
VTI
VANGUARD INDEX FDS
+$2.2M
70,329
+2%
减持
QQQ
INVESCO QQQ TR
+$2.0M
67,706
-3%
增持
IWM
ISHARES TR
+$1.8M
54,443
+3%
增持
IEFA
ISHARES TR
+$1.5M
29,899
+135%
增持
XSOE
WISDOMTREE TR
+$1.5M
309,270
+4%
增持
GLDM
WORLD GOLD TR
+$1.5M
90,591
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.4M
124,355
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
28,152
+0%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.4M
414,709
+6%
增持
EFG
ISHARES TR
+$1.3M
112,939
+9%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$1.2M
105,242
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
188,471
+3%
增持
AOR
ISHARES TR
+$1.0M
101,063
+14%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.0M
618,506
-1%
增持
IJH
ISHARES TR
+$979.3K
261,871
+1%
增持
VTV
VANGUARD INDEX FDS
+$885.7K
68,023
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$843.0K
220,547
+2%
增持
GOOGL
ALPHABET INC
+$835.5K
10,720
+7%
增持
AOM
ISHARES TR
+$807.7K
135,193
+11%
增持
TIP
ISHARES TR
+$794.5K
48,927
+16%
增持
IEMG
ISHARES INC
+$780.2K
37,655
+33%
增持
EFA
ISHARES TR
+$764.6K
91,199
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$754.1K
9,258
+15%
增持
NVDA
NVIDIA CORPORATION
+$752.9K
22,118
+4%
增持
GLD
SPDR GOLD TR
+$744.5K
14,388
+0%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$728.8K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
+$712.6K
519,593
-2%
增持
IUSB
ISHARES TR
+$692.9K
273,164
+5%
减持
VOO
VANGUARD INDEX FDS
-$683.4K
26,276
-11%
增持
IWR
ISHARES TR
+$657.2K
98,124
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$648.2K
204,979
+2%
减持
SCHG
SCHWAB STRATEGIC TR
-$626.1K
59,018
-31%
减持
SMH
VANECK ETF TRUST
-$544.8K
2,182
-52%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$532.4K
114,297
+1%
减持
DBEF
DBX ETF TR
+$478.3K
227,508
-1%
增持
ESGU
ISHARES TR
+$445.1K
5,272
+121%
减持
INTC
INTEL CORP
+$415.5K
41,097
-4%
减持
VUG
VANGUARD INDEX FDS
+$412.4K
11,009
-1%
增持
HYG
ISHARES TR
+$404.1K
53,456
+10%
减持
DGRW
WISDOMTREE TR
+$401.6K
81,632
-0%
增持
ORCL
ORACLE CORP
+$393.5K
4,735
+10%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$391.9K
10,981
+1%
增持
VSGX
VANGUARD WORLD FD
+$388.8K
12,250
+74%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$388.1K
173,146
+5%
减持
VGT
VANGUARD WORLD FD
+$356.9K
4,654
-1%
减持
IWB
ISHARES TR
+$355.7K
13,822
-0%
减持
VV
VANGUARD INDEX FDS
+$349.4K
21,513
-2%
建仓
NULV
NUSHARES ETF TR
+$345.4K
7,881
增持
SCHO
SCHWAB STRATEGIC TR
+$344.1K
110,390
+15%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$338.8K
5,212
增持
VNQ
VANGUARD INDEX FDS
+$335.7K
35,608
+9%
减持
GOOG
ALPHABET INC
+$332.4K
5,129
-1%
清仓
FISV
FISERV INC
-$315.5K
0
-100%
清仓
VXF
VANGUARD INDEX FDS
-$312.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$307.1K
6,018
+10%
增持
ESGV
VANGUARD WORLD FD
+$303.3K
7,142
+44%
增持
FNDX
SCHWAB STRATEGIC TR
+$296.2K
126,991
+2%
增持
IGSB
ISHARES TR
+$295.9K
80,804
+7%
减持
CEF
SPROTT ASSET MANAGEMENT LP
+$293.3K
57,531
-5%
增持
—
NEBIUS GROUP N.V.
+$287.5K
4,838
+5%
增持
AOA
ISHARES TR
+$281.8K
16,873
+17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$277.1K
3,044
+54%
减持
INDA
ISHARES TR
-$272.2K
3,842
-55%
建仓
—
SPDR SERIES TRUST
+$268.6K
8,563
增持
SCHE
SCHWAB STRATEGIC TR
+$258.9K
68,882
+2%
建仓
XJH
ISHARES TR
+$254.7K
5,808
增持
VXUS
VANGUARD STAR FDS
+$254.1K
6,411
+104%
清仓
WCBR
WISDOMTREE TR
-$251.4K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$249.2K
8,630
+62%
增持
CSCO
CISCO SYS INC
+$245.9K
9,947
+59%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$245.9K
1,348
建仓
EAOR
ISHARES TR
+$244.2K
6,977
增持
JNJ
JOHNSON & JOHNSON
+$238.7K
3,897
+23%
建仓
BMRC
BANK MARIN BANCORP
+$224.1K
9,231
增持
DFCA
DIMENSIONAL ETF TRUST
+$216.2K
21,850
+23%
建仓
LH
LABCORP HOLDINGS INC
+$214.7K
748
清仓
IWO
ISHARES TR
-$214.4K
0
-100%
减持
CMF
ISHARES TR
-$214.4K
55,440
-8%
减持
XLV
SELECT SECTOR SPDR TR
-$213.0K
6,988
-21%
减持
HFXI
NEW YORK LIFE INVESTMENTS ET
-$210.4K
11,438
-40%
增持
MSFT
MICROSOFT CORP
+$209.7K
9,420
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$207.4K
3,019
+8%
减持
ABBV
ABBVIE INC
+$207.4K
4,989
-2%
减持
MUB
ISHARES TR
-$206.6K
8,779
-20%
清仓
NOW
SERVICENOW INC
-$205.6K
0
-100%
建仓
IYE
ISHARES TR
+$201.9K
4,248
增持
VB
VANGUARD INDEX FDS
+$201.5K
5,790
+8%
减持
XLK
SELECT SECTOR SPDR TR
+$194.8K
43,662
-9%
增持
HD
HOME DEPOT INC
+$193.9K
4,850
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$191.1K
19,139
+2%
增持
IAGG
ISHARES TR
+$189.1K
126,319
+3%
增持
CAT
CATERPILLAR INC
+$188.0K
1,079
+28%
增持
VO
VANGUARD INDEX FDS
+$184.0K
8,321
+3%
增持
LLY
ELI LILLY & CO
+$181.2K
1,018
+33%
增持
PANW
PALO ALTO NETWORKS INC
+$169.3K
2,548
+49%
增持
CVX
CHEVRON CORP NEW
+$165.8K
5,127
+16%
减持
SCHY
SCHWAB STRATEGIC TR
-$162.6K
28,070
-19%
减持
ITA
ISHARES TR
+$157.0K
9,838
-2%
增持
GEV
GE VERNOVA INC
+$150.4K
582
+48%
减持
TLT
ISHARES TR
-$149.6K
11,007
-14%
增持
MSTR
STRATEGY INC
-$147.6K
1,888
+1%
增持
FREL
FIDELITY COVINGTON TRUST
+$142.9K
74,904
+4%
增持
EEM
ISHARES TR
+$141.1K
15,775
+9%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$139.7K
145,180
+1%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$138.4K
76,404
-2%
增持
RTX
RTX CORPORATION
+$128.5K
2,328
+30%
增持
AVGO
BROADCOM INC
+$114.8K
1,568
+7%
增持
IWF
ISHARES TR
+$106.6K
1,942
+3%
减持
WCLD
WISDOMTREE TR
-$105.2K
6,096
-31%
增持
SCHP
SCHWAB STRATEGIC TR
+$100.9K
117,970
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$100.8K
3,831
+50%
减持
WOOD
ISHARES TR
-$89.9K
4,908
-20%
增持
VTIP
VANGUARD MALVERN FDS
+$88.9K
47,152
+3%
增持
BLK
BLACKROCK INC
+$79.2K
364
+11%
减持
ADBE
ADOBE INC
-$77.7K
1,472
-5%
增持
VIGI
VANGUARD WHITEHALL FDS
+$72.6K
35,101
+3%
减持
DIS
DISNEY WALT CO
-$71.8K
3,306
-9%
减持
AMZN
AMAZON COM INC
-$71.4K
47,008
-1%
减持
V
VISA INC
-$71.2K
2,484
-4%
增持
HDV
ISHARES TR
+$68.9K
3,987
+11%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$68.7K
64,152
+2%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$67.7K
11,318
-24%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$67.3K
16,314
+7%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$65.6K
20,270
+7%
减持
SCHF
SCHWAB STRATEGIC TR
+$65.6K
379,750
-4%
增持
HEFA
ISHARES TR
+$64.4K
16,025
+7%
减持
VTEB
VANGUARD MUN BD FDS
-$62.9K
13,114
-11%
增持
PG
PROCTER AND GAMBLE CO
+$61.9K
3,822
+16%
增持
WMT
WALMART INC
+$61.3K
10,976
+0%
减持
MDYV
SPDR SERIES TRUST
+$60.8K
31,017
-2%
增持
FNDA
SCHWAB STRATEGIC TR
+$60.4K
15,817
+5%
增持
HON
HONEYWELL INTL INC
+$60.0K
1,950
+30%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$56.6K
18,860
+0%
增持
IWD
ISHARES TR
+$55.5K
2,512
+7%
增持
AMGN
AMGEN INC
+$54.6K
1,064
+21%
增持
SCHV
SCHWAB STRATEGIC TR
+$51.6K
31,959
+1%
增持
DVY
ISHARES TR
+$47.1K
5,034
+0%
增持
PFF
ISHARES TR
+$47.0K
32,409
+2%
增持
COST
COSTCO WHSL CORP NEW
-$45.9K
1,947
+4%
