13FBOX
Lakeside Advisors, INC. · 13F 持仓分析
期权收益计算器 机构排行

Lakeside Advisors, INC.

No.7952 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.59亿
环比变动 Q1 2026
+$899.7万+6.0%
持仓股票数
65
新买入
4
加仓
17
减仓
21
清仓
4
持股不变
23
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
微软MSFT
19.64%20.91%$3,119.7万8.4万股$3,133.0万8.5万股-1,003股-1.19%减仓
伯克希尔哈撒韦BRK.B
8.93%9.01%$1,418.1万2.8万股$1,350.6万2.8万股+155股+0.55%加仓
好市多COST
7.58%8.64%$1,204.4万1.3万股$1,294.4万1.3万股-115股-0.89%减仓
纽柯钢铁NUE
6.36%5.25%$1,010.2万4.5万股$787.1万4.7万股-1,195股-2.57%减仓
G通用动力VTI
4.07%3.74%$646.6万1.7万股$560.6万1.7万股00.00%持仓不变
宝洁PG
3.48%3.62%$552.6万3.8万股$542.7万3.8万股+106股+0.28%加仓
强生JNJ
3.46%3.53%$549.6万2.2万股$529.2万2.2万股-11股-0.05%减仓
美国合众银行USB
3.38%3.12%$537.6万8.9万股$467.6万9.0万股-892股-0.99%减仓
ExpediaEXPE
3.12%2.94%$495.8万3.0万股$440.6万3.1万股-341股-1.11%减仓
GE航空GE
2.63%2.12%$418.2万1.1万股$317.5万1.1万股00.00%持仓不变
帕卡PCAR
2.59%2.62%$410.8万3.4万股$392.1万3.4万股+247股+0.73%加仓
WASTE MGMT DELWM
2.52%2.81%$400.9万1.8万股$421.3万1.8万股-349股-1.90%减仓
艾伯维ABBV
2.44%2.28%$386.9万1.5万股$340.9万1.6万股-300股-1.91%减仓
3M COMMMM
2.21%2.15%$351.3万2.2万股$321.6万2.2万股-445股-2.01%减仓
GE VernovaGEV
1.5%1.18%$237.9万2,025股$176.8万2,025股00.00%持仓不变
英伟达NVDA
1.47%1.36%$233.9万1.2万股$203.9万1.2万股00.00%持仓不变
苹果AAPL
1.45%1.35%$229.9万7,944股$201.6万7,944股00.00%持仓不变
星巴克SBUX
1.35%1.26%$214.2万2.1万股$188.6万2.1万股-89股-0.42%减仓
卡特彼勒CAT
1.21%0.85%$192.1万1,804股$127.7万1,803股+1股+0.06%加仓
埃克森美孚XOM
1.16%1.54%$184.3万1.3万股$230.4万1.4万股-97股-0.71%减仓
家得宝HD
0.97%0.96%$154.3万4,375股$143.9万4,375股00.00%持仓不变
KROGER COMKR
0.95%1.34%$151.0万2.7万股$200.1万2.8万股-468股-1.69%减仓
DDAVIS FUNDAMENTAL ETF TRDINT
0.94%0.96%$148.9万5.2万股$143.3万5.3万股-1,000股-1.88%减仓
AAT&TT
0.85%1.28%$135.6万6.6万股$192.3万6.6万股-797股-1.20%减仓
CHUBB LIMITEDCB
0.81%0.82%$128.4万3,768股$122.8万3,768股00.00%持仓不变
C资本集团固定收益ETF信托BANFP
0.75%0.58%$118.7万4.5万股$86.7万3.3万股+1.2万股+36.36%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.72%0.39%$115.1万4,863股$57.8万2,688股+2,175股+80.92%加仓
GGILEAD SCIENCES COMGILD
0.7%0.82%$111.7万8,840股$123.2万8,839股+1股+0.01%加仓
CSX铁路CSX
0.65%0.59%$102.7万2.2万股$88.7万2.2万股00.00%持仓不变
麦当劳MCD
0.64%0.83%$102.4万3,788股$123.9万3,988股-200股-5.02%减仓
思科CSCO
0.62%0.44%$98.8万8,413股$65.2万8,409股+4股+0.05%加仓
V先锋领航指数基金VOO
0.6%0.54%$96.0万1,398股$81.3万1,360股+38股+2.79%加仓
联邦快递FDX
0.58%0.72%$92.0万2,939股$108.2万3,039股-100股-3.29%减仓
美敦力MDT
0.57%0.69%$90.5万1.2万股$102.8万1.2万股-292股-2.46%减仓
RRBB FUND TRUSTFEOE
0.51%0.33%$80.6万1.5万股$50.0万9,900股+5,200股+52.53%加仓
诺和诺德NVO
0.48%0.39%$76.5万1.6万股$58.6万1.6万股00.00%持仓不变
波音BA
0.48%0.47%$76.2万3,520股$70.1万3,520股00.00%持仓不变
CCOLUMBIA ETF TR INJNK
0.48%0.5%$75.6万3.6万股$74.5万3.6万股00.00%持仓不变
星座能源CEG
0.46%0.57%$73.8万2,970股$84.8万3,036股-66股-2.17%减仓
LOWES COS COMLOW
0.45%0.51%$70.8万3,212股$75.9万3,212股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.43%0.37%$68.3万1,934股$55.5万1,934股00.00%持仓不变
礼来LLY
0.39%0.32%$62.6万522股$48.0万522股00.00%持仓不变
E爱克斯龙EXC
0.37%0.45%$59.2万1.3万股$66.7万1.4万股-900股-6.61%减仓
WELLS FARGO NEWWFC
0.37%0.39%$58.9万7,125股$58.3万7,325股-200股-2.73%减仓
Q高通QCOM
0.35%0.26%$55.6万3,008股$38.7万3,007股+1股+0.03%加仓
EEA SERIES TRUSTFRDM
0.35%0.21%$55.3万7,579股$32.1万5,879股+1,700股+28.92%加仓
J摩根大通交易所交易基金JPLD
0.34%$54.8万1.1万股$00股+1.1万股新买入
亚马逊AMZN
0.33%0.31%$52.4万2,200股$45.8万2,200股00.00%持仓不变
GGUINNESS ATKINSON DIVIDEND BUILDER ETFDIVS
0.31%0.3%$49.2万1.5万股$45.5万1.5万股00.00%持仓不变
AMGEN COMAMGN
0.31%0.32%$48.7万1,346股$47.2万1,343股+3股+0.22%加仓

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