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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 7
增持 67
减持 68
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$13.5M
137,050
+101%
减持
SCHD
SCHWAB STRATEGIC TR
-$12.2M
776,322
-37%
增持
IXUS
ISHARES TR
+$6.6M
315,422
+30%
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
+$4.4M
520,833
+22%
增持
IVV
ISHARES TR
+$4.4M
129,397
+3%
减持
EFG
ISHARES TR
-$3.8M
79,549
-30%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.9M
243,691
+29%
增持
BIV
VANGUARD BD INDEX FDS
+$2.8M
333,210
+13%
减持
XSOE
WISDOMTREE TR
-$2.3M
240,888
-22%
增持
SPAB
SPDR SERIES TRUST
+$2.2M
1,254,232
+8%
增持
CWI
SPDR INDEX SHS FDS
+$2.1M
833,994
+4%
减持
AAPL
APPLE INC
+$1.9M
144,022
-2%
增持
IBND
SPDR SERIES TRUST
+$1.7M
562,633
+11%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.2M
449,739
+8%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
72,119
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
228,335
+4%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.0M
145,409
+1%
增持
IEFA
ISHARES TR
+$938.8K
39,675
+33%
增持
IJR
ISHARES TR
+$925.0K
152,453
+4%
增持
GLDM
WORLD GOLD TR
+$861.2K
91,213
+1%
增持
IUSB
ISHARES TR
+$805.6K
291,471
+7%
增持
GOOGL
ALPHABET INC
+$754.1K
10,735
+0%
减持
HD
HOME DEPOT INC
-$630.3K
3,879
-20%
增持
SPY
SPDR S&P 500 ETF TR
+$604.6K
28,389
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$596.4K
119,002
+4%
增持
AOR
ISHARES TR
+$592.0K
109,190
+8%
减持
CEF
SPROTT ASSET MANAGEMENT LP
+$488.6K
56,755
-1%
减持
MDYV
SPDR SERIES TRUST
-$476.4K
24,934
-20%
增持
HYG
ISHARES TR
+$464.7K
59,590
+11%
增持
DBEF
DBX ETF TR
+$461.3K
229,105
+1%
减持
AMZN
AMAZON COM INC
+$433.0K
46,593
-1%
增持
AOA
ISHARES TR
+$429.6K
21,402
+27%
增持
IGSB
ISHARES TR
+$415.9K
88,897
+10%
减持
ORCL
ORACLE CORP
-$411.7K
4,720
-0%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$389.5K
3,897
减持
GLD
SPDR GOLD TR
+$372.0K
13,844
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$365.7K
522,177
+0%
增持
AOM
ISHARES TR
+$356.8K
142,244
+5%
减持
MSFT
MICROSOFT CORP
-$355.4K
9,354
-1%
减持
GOOG
ALPHABET INC
+$341.5K
5,069
-1%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$338.8K
0
-100%
增持
TIP
ISHARES TR
+$332.3K
52,533
+7%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$327.6K
66,078
-14%
增持
IJH
ISHARES TR
+$327.5K
263,897
+1%
增持
EFA
ISHARES TR
+$316.1K
91,965
+1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$287.5K
11,325
+3%
建仓
GLW
CORNING INC
+$278.7K
3,183
增持
IEMG
ISHARES INC
+$271.0K
40,958
+9%
清仓
UCTT
ULTRA CLEAN HLDGS INC
-$265.7K
0
-100%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$262.7K
106,085
+1%
增持
CRM
SALESFORCE INC
+$262.1K
5,362
+10%
建仓
SPEM
SPDR INDEX SHS FDS
+$259.1K
5,536
减持
IWR
ISHARES TR
-$245.3K
95,861
-2%
减持
SDY
SPDR SERIES TRUST
-$235.2K
9,668
-14%
建仓
IAU
ISHARES GOLD TR
+$228.7K
2,818
清仓
PM
PHILIP MORRIS INTL INC
-$226.9K
0
-100%
清仓
UNP
UNION PAC CORP
-$223.1K
0
-100%
增持
HEFA
ISHARES TR
+$220.0K
20,665
+29%
清仓
XLF
SELECT SECTOR SPDR TR
-$214.3K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$212.0K
32,061
-9%
减持
VOO
VANGUARD INDEX FDS
+$210.1K
25,993
-1%
建仓
ESGE
ISHARES INC
+$208.8K
4,727
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$208.0K
359
减持
MBB
ISHARES TR
-$207.3K
16,615
-12%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$204.4K
150,110
+3%
清仓
TRV
TRAVELERS COMPANIES INC
-$203.0K
0
-100%
清仓
IYE
ISHARES TR
-$201.9K
0
-100%
清仓
INDA
ISHARES TR
-$200.0K
0
-100%
建仓
DSI
ISHARES TR
+$200.0K
1,552
减持
META
META PLATFORMS INC
-$197.0K
2,138
-2%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$195.3K
22,690
+39%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$194.5K
181,256
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$192.4K
207,560
+1%
减持
COST
COSTCO WHSL CORP NEW
-$190.4K
1,869
-4%
增持
NFLX
NETFLIX INC
-$188.5K
6,020
+859%
增持
SCHO
SCHWAB STRATEGIC TR
+$179.4K
117,887
+7%
增持
DGRW
WISDOMTREE TR
+$165.1K
83,048
+2%
增持
IAGG
ISHARES TR
+$163.9K
132,679
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$163.1K
17,660
-8%
减持
VV
VANGUARD INDEX FDS
-$158.5K
20,535
-5%
增持
VSGX
VANGUARD WORLD FD
+$149.7K
13,956
+14%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$141.6K
69,375
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$141.3K
2,662
+0%
增持
—
NEBIUS GROUP N.V.
-$135.8K
4,867
+1%
减持
USMV
ISHARES TR
-$134.2K
27,478
-4%
减持
VUG
VANGUARD INDEX FDS
-$129.5K
10,557
-4%
减持
IWM
ISHARES TR
-$128.0K
52,994
-3%
增持
NVDA
NVIDIA CORPORATION
+$112.4K
22,731
+3%
减持
HON
HONEYWELL INTL INC
-$111.0K
1,535
-21%
减持
SCHB
SCHWAB STRATEGIC TR
-$100.4K
602,416
-3%
减持
XLV
SELECT SECTOR SPDR TR
+$97.9K
6,915
-1%
减持
CMF
ISHARES TR
-$89.0K
53,487
-4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$86.7K
15,462
-10%
减持
ABT
ABBOTT LABS
-$85.5K
3,077
-13%
减持
IWB
ISHARES TR
+$85.5K
13,757
-0%
减持
CVX
CHEVRON CORP NEW
-$84.3K
4,671
-9%
增持
SCHP
SCHWAB STRATEGIC TR
+$84.0K
123,189
+4%
减持
ABBV
ABBVIE INC
-$83.1K
4,692
-6%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$83.0K
5,538
-20%
增持
SCHE
SCHWAB STRATEGIC TR
+$82.8K
72,713
+6%
减持
IWF
ISHARES TR
-$80.2K
1,752
-10%
增持
VTIP
VANGUARD MALVERN FDS
+$74.7K
49,778
+6%
减持
WMT
WALMART INC
-$73.9K
9,490
-14%
增持
VO
VANGUARD INDEX FDS
+$72.5K
8,671
+4%
减持
BLK
BLACKROCK INC
-$72.2K
329
-10%
增持
GEV
GE VERNOVA INC
+$71.5K
657
+13%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$71.4K
21,794
+8%
减持
FNDX
SCHWAB STRATEGIC TR
+$66.8K
125,197
-1%
减持
SLYV
SPDR SERIES TRUST
-$66.7K
12,799
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$64.9K
122,393
-2%
减持
CAT
CATERPILLAR INC
+$62.6K
1,008
-7%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$59.1K
11,709
-9%
减持
SMH
VANECK ETF TRUST
+$56.3K
2,134
-2%
减持
SCHF
SCHWAB STRATEGIC TR
+$56.3K
370,085
-3%
增持
SCHY
SCHWAB STRATEGIC TR
+$55.8K
28,170
+0%
减持
VGT
VANGUARD WORLD FD
-$49.5K
4,544
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$46.9K
59,172
+0%
减持
WFC
WELLS FARGO CO NEW
-$45.9K
11,883
-14%
增持
BND
VANGUARD BD INDEX FDS
+$45.6K
9,280
+8%
减持
—
EXXON MOBIL CORP
+$45.0K
11,299
-3%
减持
CSCO
CISCO SYS INC
+$44.3K
9,410
-5%
减持
ITA
ISHARES TR
+$43.3K
9,791
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$40.5K
9,179
-1%
增持
PFF
ISHARES TR
+$40.3K
34,402
+6%
增持
VXUS
VANGUARD STAR FDS
+$39.6K
6,768
+6%
增持
PG
PROCTER AND GAMBLE CO
+$37.0K
4,356
+14%
增持
—
SPDR SERIES TRUST
+$36.0K
9,682
+13%
减持
FMS
FRESENIUS MEDICAL CARE AG
-$35.3K
13,532
-0%
减持
V
VISA INC
-$34.7K
2,319
-7%
减持
MCD
MCDONALDS CORP
-$32.7K
2,178
-5%
减持
JNJ
JOHNSON & JOHNSON
+$32.4K
3,648
-6%
减持
MUB
ISHARES TR
-$30.7K
8,442
-4%
增持
SHY
ISHARES TR
+$29.6K
19,630
+2%
增持
HFXI
NEW YORK LIFE INVESTMENTS ET
+$29.5K
11,839
+4%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$29.3K
10,353
-9%
减持
TLT
ISHARES TR
-$28.8K
10,956
-0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$28.7K
2,869
-5%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$28.4K
14,300
+0%
减持
RTX
RTX CORPORATION
+$28.2K
2,278
-2%
减持
EEMA
ISHARES INC
-$26.1K
2,969
-11%
减持
HDV
ISHARES TR
-$26.0K
3,801
-5%
减持
EEM
ISHARES TR
-$24.4K
14,952
-5%
增持
FREL
FIDELITY COVINGTON TRUST
-$23.9K
76,579
+2%
减持
MCK
MCKESSON CORP
-$23.8K
520
-11%
减持
IVE
ISHARES TR
+$22.1K
5,501
-1%
减持
SOXX
ISHARES TR
-$21.8K
1,980
-13%
增持
VNQ
VANGUARD INDEX FDS
-$21.0K
36,550
+3%
减持
IWP
ISHARES TR
-$20.5K
3,671
-0%
减持
FNDC
SCHWAB STRATEGIC TR
-$19.7K
8,338
-5%
增持
DFCA
DIMENSIONAL ETF TRUST
+$19.3K
22,124
+1%
