13FBOX
LAKE STREET PRIVATE WEALTH, LLC · 13F 持仓分析
期权收益计算器 机构排行

LAKE STREET PRIVATE WEALTH, LLC

No.3022 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8.74亿
环比变动 Q1 2026
+$8,890.1万+11.3%
持仓股票数
275
新买入
20
加仓
116
减仓
114
清仓
15
持股不变
25
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VTV
6.57%6.54%$5,747.4万26.4万股$5,134.9万26.2万股+1,980股+0.76%加仓
苹果AAPL
5.12%5.11%$4,478.5万15.5万股$4,014.1万15.8万股-3,396股-2.15%减仓
英伟达NVDA
4.92%4.84%$4,304.3万21.5万股$3,805.3万21.8万股-3,075股-1.41%减仓
V先锋领航指数基金VUG
4.78%4.5%$4,175.5万48.5万股$3,535.7万8.1万股+40.4万股+498.76%加仓
I景顺QQQ信托VOO
2.27%1.98%$1,987.0万2.7万股$1,551.3万2.7万股+100股+0.37%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
2.04%2.23%$1,786.6万29.9万股$1,755.0万29.4万股+5,532股+1.88%加仓
亚马逊AMZN
1.95%1.9%$1,702.0万7.1万股$1,492.1万7.2万股-232股-0.32%减仓
GGRANITESHARES GOLD TRUSTBAR
1.85%2.39%$1,614.7万40.8万股$1,879.3万40.7万股+1,002股+0.25%加仓
微软MSFT
1.82%2.01%$1,591.1万4.3万股$1,580.6万4.3万股-45股-0.11%减仓
IiShares安硕·COREIJH
1.71%1.66%$1,494.7万19.4万股$1,307.3万19.4万股+241股+0.12%加仓
谷歌AGOOGL
1.65%1.5%$1,438.3万4.0万股$1,177.3万4.1万股-694股-1.70%减仓
PPALMER SQUARE FUNDS TRPSQO
1.58%1.89%$1,382.8万66.9万股$1,487.2万72.5万股-5.6万股-7.69%减仓
CrowdStrikeCRWD
1.46%0.85%$1,275.9万1.7万股$664.4万1.7万股-300股-1.76%减仓
AAlphabet Inc Class CGOOG
1.46%1.34%$1,274.1万3.6万股$1,051.2万3.7万股-586股-1.60%减仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
1.4%1.26%$1,223.8万6.9万股$988.9万6.8万股+175股+0.26%加仓
博通AVGO
1.37%0.87%$1,196.6万3.2万股$686.4万2.2万股+9,502股+42.85%加仓
PPIMCO太平洋投资管理ETFPYLD
1.35%1.57%$1,182.5万44.6万股$1,231.1万47.0万股-2.4万股-5.11%减仓
IiShares安硕IEMG
1.35%1.26%$1,182.0万14.3万股$993.1万14.2万股+304股+0.21%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
1.34%1.28%$1,167.9万8.5万股$1,007.8万8.5万股+360股+0.42%加仓
I景顺·ACTIVELY MANAGED EXCGSY
1.29%1.34%$1,128.3万22.5万股$1,054.1万21.0万股+1.5万股+6.98%加仓
高盛GS
1.26%1.17%$1,099.4万1.1万股$920.0万1.1万股-5股-0.05%减仓
IiShares安硕EWJ
1.22%1.22%$1,067.6万11.4万股$959.3万11.4万股+854股+0.75%加仓
联合健康UNH
1.18%0.85%$1,027.6万2.5万股$668.1万2.5万股+33股+0.13%加仓
摩根大通JPM
1.1%1.14%$958.2万2.9万股$896.0万3.0万股-1,189股-3.90%减仓
SNOWFLAKE COM SHSSNOW
1.05%0.69%$914.7万3.6万股$542.7万3.6万股-38股-0.11%减仓
IiShares安硕信托EMB
1.03%1.1%$903.5万9.4万股$860.8万9.2万股+2,041股+2.23%加仓
艾伯维ABBV
0.98%0.96%$860.0万3.4万股$756.2万3.5万股-595股-1.71%减仓
IiShares安硕信托MCHI
0.97%1.23%$845.9万16.6万股$967.1万17.2万股-6,383股-3.71%减仓
Meta平台META
0.88%1.01%$768.3万1.4万股$789.4万1.4万股-160股-1.16%减仓
好市多COST
0.86%1.03%$752.1万8,039股$812.7万8,156股-117股-1.43%减仓
COHEN & STEERS QUALITY INCOMRQI
0.85%0.9%$743.8万60.4万股$703.1万58.3万股+2.1万股+3.56%加仓
礼来LLY
0.83%0.71%$729.1万6,078股$560.5万6,094股-16股-0.26%减仓
雪佛龙CVX
0.83%1.17%$723.2万4.4万股$917.1万4.4万股-696股-1.57%减仓
IiShares安硕信托IVV
0.81%0.82%$711.9万9,505股$645.2万9,878股-373股-3.78%减仓
IISHARES MSCI SOUTH KOREAETFEWY
0.81%0.53%$706.8万3.5万股$418.8万3.4万股+966股+2.84%加仓
F第一信托·UST SENIOR LOAN FUNDFTSL
0.8%0.91%$703.6万15.7万股$716.5万16.0万股-2,707股-1.69%减仓
V先锋领航国际股票指数基金VGK
0.79%0.8%$688.6万7.8万股$628.7万7.6万股+1,486股+1.95%加仓
JJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Betabuilders U.S. Equity EtfBBUS
0.78%0.8%$686.1万5.1万股$631.0万5.4万股-2,921股-5.42%减仓
V先锋领航指数基金VOO
0.77%0.66%$674.0万9,814股$515.7万8,634股+1,180股+13.67%加仓
J摩根大通交易所交易基金JEPI
0.76%0.87%$665.2万11.8万股$683.7万12.1万股-2,836股-2.35%减仓
帕兰提尔PLTR
0.73%1.06%$642.4万5.5万股$829.7万5.7万股-1,656股-2.92%减仓
I景顺交易所交易基金信托RSP
0.72%0.78%$628.5万3.0万股$614.8万3.2万股-2,498股-7.80%减仓
HHIMS & HERS HEALTHHIMS
0.7%0.54%$614.9万17.7万股$427.5万20.6万股-2.9万股-13.87%减仓
优步UBER
0.69%0.77%$606.3万8.4万股$601.7万8.4万股+371股+0.44%加仓
黑石集团BX
0.66%0.69%$575.2万4.9万股$541.9万4.7万股+1,758股+3.73%加仓
切尼尔能源LNG
0.66%0.89%$574.9万2.4万股$698.3万2.5万股-553股-2.25%减仓
AXON ENTERPRISEAXON
0.61%0.5%$532.4万9,496股$389.8万9,179股+317股+3.45%加仓
波音BA
0.6%0.58%$520.5万2.4万股$457.2万2.3万股+1,071股+4.66%加仓
联邦快递FDX
0.59%0.76%$515.3万1.6万股$595.6万1.7万股-264股-1.58%减仓
AMD超威AMD
0.59%0.26%$515.3万8,871股$206.8万1.0万股-1,294股-12.73%减仓

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