13FBOX
LODESTAR PRIVATE ASSET MANAGEMENT LLC · 13F 持仓分析
期权收益计算器 机构排行

LODESTAR PRIVATE ASSET MANAGEMENT LLC

No.2509 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.57亿
环比变动 Q1 2026
+$1.43亿+14.1%
持仓股票数
232
新买入
9
加仓
88
减仓
109
清仓
9
持股不变
26
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
IiShares安硕信托IVV
8.88%8.67%$1.03亿13.7万股$8,787.6万13.5万股+2,588股+1.92%加仓
I景顺QQQ信托VOO
4.11%3.73%$4,751.2万6.5万股$3,782.1万6.6万股-1,008股-1.54%减仓
I景顺·NASDAQ 100 ETFQQQM
3.95%3.51%$4,566.3万15.1万股$3,561.9万15.0万股+819股+0.55%加仓
苹果AAPL
3.53%3.58%$4,081.3万14.1万股$3,631.9万14.3万股-2,059股-1.44%减仓
V先锋领航指数基金VTV
3.49%3.22%$4,036.1万18.5万股$3,267.3万16.7万股+1.9万股+11.21%加仓
IiShares安硕信托IXUS
3.38%3.19%$3,912.1万41.0万股$3,234.1万37.3万股+3.7万股+9.81%加仓
S道富·EET SPDR MSCI ACWI EX-US ETFCWI
3.15%3.09%$3,642.2万89.6万股$3,135.7万85.7万股+3.9万股+4.50%加仓
S道富SPAB
3.11%3.34%$3,599.2万141.0万股$3,385.2万132.1万股+8.9万股+6.74%加仓
V先锋领航债券指数基金BIV
2.57%2.74%$2,974.1万38.8万股$2,774.6万35.9万股+2.8万股+7.86%加仓
J摩根大通交易所交易基金JPIE
2.56%2.73%$2,957.7万64.2万股$2,771.0万60.1万股+4.1万股+6.78%加仓
G通用动力VTI
2.42%2.31%$2,803.2万7.6万股$2,339.4万7.3万股+2,831股+3.88%加仓
V先锋领航·SPECIALIZED FUNDSVIG
2.41%2.53%$2,790.3万11.8万股$2,563.9万11.9万股-1,292股-1.08%减仓
IiShares安硕·COREIJR
2.19%1.97%$2,527.7万17.0万股$2,001.7万16.1万股+9,406股+5.84%加仓
SSPDR标普500 ETFSPY
1.86%1.84%$2,145.6万2.9万股$1,864.9万2.9万股+56股+0.20%加仓
SSPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFIBND
1.81%1.91%$2,095.2万67.2万股$1,933.7万62.2万股+5.0万股+8.01%加仓
IiShares安硕·COREIJH
1.76%1.75%$2,036.3万26.4万股$1,773.4万26.3万股+1,469股+0.56%加仓
V先锋领航·FSTEVWO
1.64%1.52%$1,896.3万31.8万股$1,540.3万28.5万股+3.3万股+11.48%加仓
S嘉信策略信托SCHD
1.6%1.95%$1,853.3万58.4万股$1,972.9万64.3万股-5.9万股-9.11%减仓
S嘉信策略信托SCHM
1.58%1.44%$1,824.8万49.5万股$1,461.9万47.2万股+2.3万股+4.81%加仓
V先锋领航指数基金VOO
1.57%1.57%$1,815.4万2.6万股$1,587.2万2.7万股-129股-0.49%减仓
V先锋领航·FTSEVEA
1.51%1.5%$1,745.1万24.5万股$1,516.0万23.7万股+8,350股+3.53%加仓
IiShares安硕信托IUSB
1.42%1.44%$1,636.9万35.5万股$1,465.0万31.7万股+3.8万股+11.83%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.41%1.43%$1,629.9万56.3万股$1,451.0万57.8万股-1.5万股-2.64%减仓
S嘉信·USSCHX
1.4%1.38%$1,621.0万55.1万股$1,401.7万54.7万股+4,115股+0.75%加仓
SSPDR行业精选信托XLK
1.38%1.12%$1,591.4万8.4万股$1,138.4万8.6万股-2,130股-2.49%减仓
IiShares安硕·RUSSELLIWM
1.34%1.29%$1,545.7万5.1万股$1,308.1万5.3万股-1,300股-2.46%减仓
V先锋领航斯科茨代尔基金VTWO
1.19%1.07%$1,377.1万11.3万股$1,088.2万10.9万股+4,781股+4.40%加仓
DDBX ETF信托DBEF
1.07%1.11%$1,238.9万22.7万股$1,125.6万22.8万股-1,067股-0.47%减仓
亚马逊AMZN
0.94%0.94%$1,082.7万4.5万股$949.3万4.6万股-154股-0.34%减仓
V先锋领航国际股票指数基金VEU
0.92%0.95%$1,061.1万12.7万股$962.8万12.8万股-1,508股-1.18%减仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
0.89%0.89%$1,025.6万9.3万股$906.8万9.3万股-299股-0.32%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.86%0.89%$990.0万9.5万股$902.4万9.3万股+2,390股+2.57%加仓
S嘉信策略信托SCHF
0.85%0.89%$983.9万35.5万股$906.0万36.6万股-1.1万股-2.97%减仓
IiShares安硕信托AOR
0.83%0.8%$961.3万13.8万股$812.7万12.6万股+1.2万股+9.51%加仓
V先锋领航·TOTALBNDX
0.8%0.88%$925.4万19.1万股$890.0万18.5万股+5,869股+3.17%加仓
WWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDXSOE
0.76%0.81%$875.8万17.8万股$822.8万20.5万股-2.7万股-13.21%减仓
S道富·EET SPDR S&P MIDCAP 400 ETF TRUSTMDY
0.71%0.69%$816.4万1.2万股$700.7万1.1万股+247股+2.17%加仓
IiShares安硕信托EFG
0.7%0.75%$812.8万6.5万股$761.2万6.8万股-3,025股-4.43%减仓
S嘉信·USSCHA
0.66%0.61%$764.4万21.2万股$616.6万21.2万股-449股-0.21%减仓
WWisdomTree信托DGRW
0.65%0.71%$753.0万7.9万股$716.8万8.2万股-2,853股-3.50%减仓
IISHARES CORE 40/60 MODERATE ALLOCATION ETFAOM
0.63%0.7%$724.7万14.5万股$708.9万15.0万股-4,394股-2.94%减仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.61%0.71%$710.2万15.1万股$722.1万15.3万股-2,065股-1.35%减仓
IiShares安硕·CORE INTERNATIONAL AGGREGATE BOND ETFAGG
0.61%0.67%$709.8万14.0万股$682.0万13.6万股+3,990股+2.93%加仓
WWORLD GOLD TRGLD
0.6%0.8%$691.8万8.7万股$814.0万8.8万股-713股-0.81%减仓
V先锋领航指数基金VV
0.59%0.6%$681.1万2.0万股$603.9万2.0万股-405股-2.00%减仓
IiShares安硕信托TIP
0.57%0.6%$656.6万6.0万股$610.6万5.5万股+4,679股+8.46%加仓
IiShares安硕信托HYG
0.48%0.5%$558.9万7.0万股$511.1万6.4万股+5,648股+8.79%加仓
IiShares安硕·RUSSELLIWB
0.48%0.49%$558.6万1.4万股$492.2万1.4万股-163股-1.18%减仓
IiShares安硕信托IEFA
0.46%0.44%$531.0万5.5万股$445.0万4.9万股+5,825股+11.85%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.43%0.47%$493.9万9.4万股$479.2万9.1万股+3,059股+3.36%加仓

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