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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 12
增持 70
减持 64
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$6.5M
166,531
+22%
增持
IXUS
ISHARES TR
+$5.6M
373,286
+18%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.6M
601,468
+15%
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。
减持
QQQ
INVESCO QQQ TR
-$2.8M
65,527
-1%
减持
AAPL
APPLE INC
-$2.8M
143,106
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.3M
284,973
+17%
增持
BIV
VANGUARD BD INDEX FDS
+$1.8M
359,497
+8%
增持
IJR
ISHARES TR
+$1.7M
161,024
+6%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.6M
643,067
-17%
增持
SPAB
SPDR SERIES TRUST
+$1.6M
1,321,303
+5%
减持
EFG
ISHARES TR
-$1.5M
68,350
-14%
增持
CWI
SPDR INDEX SHS FDS
+$1.4M
856,984
+3%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.3M
578,083
-4%
增持
IBND
SPDR SERIES TRUST
+$1.3M
622,167
+11%
减持
AMZN
AMAZON COM INC
-$1.3M
45,579
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.3M
119,216
-3%
减持
XSOE
WISDOMTREE TR
-$1.2M
205,181
-15%
增持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.2M
149,900
+3%
增持
GOOG
ALPHABET INC
+$1.1M
9,375
+85%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.1M
472,201
+5%
增持
IUSB
ISHARES TR
+$1.1M
317,168
+9%
增持
AOR
ISHARES TR
+$1.0M
126,300
+16%
增持
MSFT
MICROSOFT CORP
-$1.0M
9,451
+1%
增持
XLK
SELECT SECTOR SPDR TR
-$919.9K
85,659
+0%
增持
IEFA
ISHARES TR
+$900.9K
49,157
+24%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$895.8K
236,578
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$874.4K
128,205
+8%
建仓
IGV
ISHARES TR
+$812.4K
10,149
增持
VTI
VANGUARD INDEX FDS
-$785.3K
72,922
+1%
增持
IVV
ISHARES TR
-$753.0K
134,530
+4%
减持
CRM
SALESFORCE INC
-$748.0K
3,602
-33%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$710.1K
28,676
+1%
减持
VUG
VANGUARD INDEX FDS
-$697.5K
10,195
-3%
增持
IEMG
ISHARES INC
+$560.0K
47,501
+16%
增持
SPEM
SPDR INDEX SHS FDS
+$542.3K
17,085
+209%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$453.7K
57,122
-14%
减持
—
EXXON MOBIL CORP
+$448.1K
10,656
-6%
增持
VOO
VANGUARD INDEX FDS
-$429.5K
26,561
+2%
减持
VV
VANGUARD INDEX FDS
-$425.5K
20,208
-2%
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$366.9K
5,900
减持
USMV
ISHARES TR
-$359.8K
24,019
-13%
减持
NVDA
NVIDIA CORPORATION
-$357.9K
22,256
-2%
减持
GLDM
WORLD GOLD TR
+$353.4K
87,822
-4%
减持
TSLA
TESLA INC
-$351.3K
1,875
-20%
减持
SPEU
SPDR INDEX SHS FDS
-$349.4K
5,982
-52%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$348.3K
2,654
减持
TLT
ISHARES TR
-$342.3K
7,067
-35%
增持
TIP
ISHARES TR
+$331.8K
55,325
+5%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$324.3K
108,634
+2%
减持
IJH
ISHARES TR
+$317.0K
262,612
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$307.3K
8,987
-2%
增持
HYG
ISHARES TR
+$306.0K
64,238
+8%
增持
AOM
ISHARES TR
+$300.0K
149,658
+5%
清仓
VONE
VANGUARD SCOTTSDALE FDS
-$282.2K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$274.2K
56,849
-4%
建仓
SCHI
SCHWAB STRATEGIC TR
+$272.2K
12,000
建仓
IYE
ISHARES TR
+$268.7K
4,148
增持
CVX
CHEVRON CORPORATION
+$264.2K
4,718
+1%
减持
GLD
SPDR GOLD TR
+$260.4K
13,356
-4%
减持
DGRW
WISDOMTREE TR
-$259.2K
81,600
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$254.3K
212,022
+2%
增持
VNQ
VANGUARD INDEX FDS
+$253.5K
39,321
+8%
建仓
RSPT
INVESCO EXCHANGE TRADED FD T
+$253.1K
5,592
建仓
VYMI
VANGUARD WHITEHALL FDS
+$252.1K
2,675
增持
VGT
VANGUARD WORLD FD
-$247.6K
4,554
+0%
建仓
FNDE
SCHWAB STRATEGIC TR
+$241.8K
6,321
减持
DBEF
DBX ETF TR
+$233.4K
227,847
-1%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$233.0K
0
-100%
减持
ORCL
ORACLE CORP
-$233.0K
4,670
-1%
减持
INTC
INTEL CORP
+$232.1K
39,623
-4%
减持
MDYV
SPDR SERIES TRUST
-$225.6K
22,138
-11%
增持
FNDF
SCHWAB STRATEGIC TR
+$225.4K
11,772
+52%
建仓
MGNR
AMERICAN BEACON SELECT FUNDS
+$225.3K
4,368
减持
ADBE
ADOBE INC
-$217.7K
1,172
-18%
增持
IWB
ISHARES TR
-$215.3K
13,804
+0%
减持
LLY
ELI LILLY & CO
-$214.7K
956
-6%
建仓
NVS
NOVARTIS AG
+$212.3K
1,390
建仓
LMT
LOCKHEED MARTIN CORP
+$209.7K
347
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$208.0K
0
-100%
建仓
SMBS
SCHWAB STRATEGIC TR
+$204.4K
8,000
清仓
DSI
ISHARES TR
-$200.0K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$199.4K
30,891
-4%
减持
MBB
ISHARES TR
-$199.3K
14,563
-12%
减持
META
META PLATFORMS INC
-$198.8K
2,119
-1%
增持
EFA
ISHARES TR
+$192.9K
92,909
+1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$185.9K
1,804
-3%
增持
IAGG
ISHARES TR
+$184.4K
136,284
+3%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$183.9K
77,924
+12%
增持
AOA
ISHARES TR
+$180.3K
23,698
+11%
增持
GOOGL
ALPHABET INC
-$179.1K
11,062
+3%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$174.9K
11,361
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$172.0K
77,492
+7%
减持
JPM
JPMORGAN CHASE & CO
-$167.8K
5,938
-0%
减持
SCHF
SCHWAB STRATEGIC TR
+$163.4K
366,072
-1%
减持
LRCX
LAM RESEARCH CORP
+$161.5K
4,810
-5%
减持
IWR
ISHARES TR
-$160.5K
93,263
-3%
增持
GLW
CORNING INC
+$156.0K
3,197
+0%
增持
WCLD
WISDOMTREE TR
+$154.3K
13,103
+125%
减持
PANW
PALO ALTO NETWORKS INC
-$154.0K
2,168
-20%
增持
CAT
CATERPILLAR INC
+$147.3K
1,023
+1%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$142.0K
21,131
+15%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$141.3K
185,215
+2%
增持
FREL
FIDELITY COVINGTON TRUST
+$138.7K
81,676
+7%
增持
JNJ
JOHNSON & JOHNSON
+$138.5K
3,655
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$137.9K
2,955
+2%
增持
DIA
STATE STR SPDR DOW JONES IND
+$136.5K
1,822
+24%
减持
SLYV
SPDR SERIES TRUST
-$135.8K
10,875
-15%
减持
GEV
GE VERNOVA INC
+$135.4K
647
-2%
增持
FNDA
SCHWAB STRATEGIC TR
+$133.2K
19,239
+24%
增持
WMT
WALMART INC
+$132.9K
9,577
+1%
减持
HD
HOME DEPOT INC
-$126.6K
3,674
-5%
减持
IWF
ISHARES TR
-$122.5K
1,658
-5%
减持
V
VISA INC
-$121.5K
2,289
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$118.3K
6,494
-6%
增持
VB
VANGUARD INDEX FDS
+$117.7K
6,070
+6%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$112.8K
153,367
+2%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$108.1K
25,880
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$106.8K
2,896
+1%
减持
ABT
ABBOTT LABORATORIES
-$106.6K
2,717
-12%
减持
BND
VANGUARD BD INDEX FDS
-$104.5K
7,916
-15%
减持
ABBV
ABBVIE INC
-$102.9K
4,456
-5%
增持
VTIP
VANGUARD MALVERN FDS
+$101.6K
51,324
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$96.1K
17,763
+1%
减持
CEF
SPROTT ASSET MANAGEMENT LP
-$95.3K
52,474
-8%
增持
IGSB
ISHARES TR
+$91.2K
91,173
+3%
增持
BP
BP PLC
+$90.1K
7,157
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$84.4K
121,851
+3%
减持
DIS
DISNEY WALT CO
-$83.8K
2,922
-9%
减持
SHY
ISHARES TR
-$81.9K
18,698
-5%
减持
HEI
HEICO CORP NEW
-$80.4K
1,300
-4%
减持
PEP
PEPSICO INC
+$79.2K
7,691
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$79.0K
4,731
+28%
减持
HFXI
NEW YORK LIFE INVESTMENTS ET
-$75.1K
9,205
-22%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$73.3K
1,275
-23%
减持
FNDX
SCHWAB STRATEGIC TR
+$70.4K
124,849
-0%
增持
VO
VANGUARD INDEX FDS
+$70.0K
9,007
+4%
增持
SCHH
SCHWAB STRATEGIC TR
+$68.2K
27,589
+10%
增持
SCHP
SCHWAB STRATEGIC TR
+$64.5K
125,058
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$63.1K
12,114
-9%
增持
SOXX
ISHARES TR
+$62.7K
2,006
+1%
减持
SCHW
SCHWAB CHARLES CORP
-$62.5K
2,680
-15%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$58.4K
14,302
-8%
增持
VIS
VANGUARD WORLD FD
+$57.4K
1,001
+17%
减持
BLK
BLACKROCK INC
-$55.0K
309
-6%
增持
XLB
SELECT SECTOR SPDR TR
+$54.9K
7,496
+6%
减持
DVY
ISHARES TR
+$48.3K
5,014
-0%
减持
SCHY
SCHWAB STRATEGIC TR
+$47.0K
28,016
-1%
减持
HON
HONEYWELL INTL INC
+$46.8K
1,532
-0%
增持
BAC
BANK AMERICA CORP
-$44.4K
7,242
+0%
减持
PFF
ISHARES TR
-$44.1K
33,673
-2%
