LAKE STREET PRIVATE WEALTH, LLC
CHICAGO IL · SEC CIK 0001772031
$8.74亿2026Q2 申报市值
275持仓数
33.0%前十大占比 · 第一大 6.6%
15 / 15新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AVGO 加仓+$358.94万
MU 新建仓+$350.21万
CRWV 加仓+$261.17万
HYT 加仓+$129.94万
GLW 新建仓+$97.30万
2026Q2 卖出最多 按季末市值估算
ALL 减仓-$581.95万
MO 清仓-$376.24万
HONEYWELL INTL I 清仓-$152.35万
FMB 减仓-$138.69万
PSQO 减仓-$115.26万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $5,747.37万 | 6.57% | 263,720 | 1,980 | 0.8% | $43.15万 | 加仓 |
| AAPL | APPLE INC | $4,478.49万 | 5.12% | 154,772 | -3,396 | -2.1% | -$98.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,304.32万 | 4.92% | 215,118 | -3,075 | -1.4% | -$61.53万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,175.50万 | 4.78% | 484,778 | -1,000 | -0.2% | -$8.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,986.96万 | 2.27% | 26,985 | 100 | 0.4% | $7.36万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,786.58万 | 2.04% | 299,101 | 5,532 | 1.9% | $33.04万 | 加仓 |
| AMZN | AMAZON COM INC | $1,701.96万 | 1.95% | 71,409 | -232 | -0.3% | -$5.53万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $1,614.70万 | 1.85% | 408,474 | 1,002 | 0.2% | $3.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,591.08万 | 1.82% | 42,653 | -45 | -0.1% | -$1.68万 | 减仓 |
| IJH | ISHARES TR | $1,494.71万 | 1.71% | 193,849 | 241 | 0.1% | $1.86万 | 加仓 |
| GOOGL | ALPHABET INC | $1,438.28万 | 1.65% | 40,246 | -694 | -1.7% | -$24.80万 | 减仓 |
| PSQO | PALMER SQUARE FUNDS TR | $1,382.84万 | 1.58% | 669,005 | -55,764 | -7.7% | -$115.26万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,275.89万 | 1.46% | 16,719 | -300 | -1.8% | -$22.89万 | 减仓 |
| GOOG | ALPHABET INC | $1,274.14万 | 1.46% | 36,060 | -586 | -1.6% | -$20.71万 | 减仓 |
| IJT | ISHARES TR | $1,223.79万 | 1.40% | 68,525 | 175 | 0.3% | $3.13万 | 加仓 |
| AVGO | BROADCOM INC | $1,196.65万 | 1.37% | 31,678 | 9,502 | 42.8% | $358.94万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,182.49万 | 1.35% | 445,882 | -24,002 | -5.1% | -$63.65万 | 减仓 |
| IEMG | ISHARES INC | $1,181.96万 | 1.35% | 142,684 | 304 | 0.2% | $2.52万 | 加仓 |
| IJS | ISHARES TR | $1,167.92万 | 1.34% | 85,450 | 360 | 0.4% | $4.92万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,128.30万 | 1.29% | 224,985 | 14,675 | 7.0% | $73.60万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,099.40万 | 1.26% | 10,870 | -5 | -0.0% | -$5,057 | 减仓 |
| EWJ | ISHARES INC | $1,067.63万 | 1.22% | 114,467 | 854 | 0.8% | $7.97万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,027.57万 | 1.18% | 24,723 | 33 | 0.1% | $1.37万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $958.16万 | 1.10% | 29,272 | -1,189 | -3.9% | -$38.92万 | 减仓 |
| SNOW | SNOWFLAKE INC | $914.75万 | 1.05% | 35,943 | -38 | -0.1% | -$9,671 | 减仓 |
| EMB | ISHARES TR | $903.53万 | 1.03% | 93,688 | 2,041 | 2.2% | $19.68万 | 加仓 |
| ABBV | ABBVIE INC | $859.98万 | 0.98% | 34,175 | -595 | -1.7% | -$14.97万 | 减仓 |
| MCHI | ISHARES TR | $845.85万 | 0.97% | 165,776 | -6,383 | -3.7% | -$32.57万 | 减仓 |
| META | META PLATFORMS INC | $768.25万 | 0.88% | 13,638 | -160 | -1.2% | -$9.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $752.09万 | 0.86% | 8,039 | -117 | -1.4% | -$10.95万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $743.83万 | 0.85% | 604,250 | 20,788 | 3.6% | $25.59万 | 加仓 |
| LLY | ELI LILLY & CO | $729.10万 | 0.83% | 6,078 | -16 | -0.3% | -$1.92万 | 减仓 |
| CVX | CHEVRON CORPORATION | $723.22万 | 0.83% | 43,630 | -696 | -1.6% | -$11.54万 | 减仓 |
| IVV | ISHARES TR | $711.88万 | 0.81% | 9,505 | -373 | -3.8% | -$27.94万 | 减仓 |
| EWY | ISHARES INC | $706.83万 | 0.81% | 35,011 | 966 | 2.8% | $19.50万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $703.59万 | 0.80% | 157,228 | -2,707 | -1.7% | -$12.11万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $688.59万 | 0.79% | 77,775 | 1,486 | 1.9% | $13.16万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $686.13万 | 0.78% | 50,929 | -2,921 | -5.4% | -$39.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $674.01万 | 0.77% | 9,814 | 1,180 | 13.7% | $81.04万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $665.23万 | 0.76% | 117,781 | -2,836 | -2.4% | -$16.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $642.41万 | 0.73% | 55,062 | -1,656 | -2.9% | -$19.32万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $628.47万 | 0.72% | 29,537 | -2,498 | -7.8% | -$53.15万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $614.87万 | 0.70% | 177,348 | -28,555 | -13.9% | -$99.00万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $606.34万 | 0.69% | 84,027 | 371 | 0.4% | $2.68万 | 加仓 |
| BX | BLACKSTONE INC | $575.19万 | 0.66% | 48,882 | 1,758 | 3.7% | $20.69万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $574.94万 | 0.66% | 24,055 | -553 | -2.2% | -$13.22万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $532.36万 | 0.61% | 9,496 | 317 | 3.5% | $17.77万 | 加仓 |
| BA | BOEING CO | $520.46万 | 0.60% | 24,043 | 1,071 | 4.7% | $23.18万 | 加仓 |
| FDX | FEDEX CORP | $515.35万 | 0.59% | 16,458 | -264 | -1.6% | -$8.27万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $515.33万 | 0.59% | 8,871 | -1,294 | -12.7% | -$75.17万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $512.59万 | 0.59% | 404,250 | 37,300 | 10.2% | $47.30万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $492.50万 | 0.56% | 142,795 | -4,215 | -2.9% | -$14.54万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $489.01万 | 0.56% | 571,275 | 151,800 | 36.2% | $129.94万 | 加仓 |
| VST | VISTRA CORP | $479.95万 | 0.55% | 30,256 | -179 | -0.6% | -$2.84万 | 减仓 |
| TDTT | FLEXSHARES TR | $479.57万 | 0.55% | 200,569 | -8,053 | -3.9% | -$19.25万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $476.84万 | 0.55% | 9,362 | -255 | -2.7% | -$12.99万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $469.57万 | 0.54% | 76,401 | -8,506 | -10.0% | -$52.28万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $455.20万 | 0.52% | 12,301 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $450.82万 | 0.52% | 86,946 | -1,701 | -1.9% | -$8.82万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $439.08万 | 0.50% | 43,785 | 775 | 1.8% | $7.77万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $436.71万 | 0.50% | 10,078 | -921 | -8.4% | -$39.91万 | 减仓 |
| V | VISA INC | $423.87万 | 0.48% | 12,354 | -34 | -0.3% | -$1.17万 | 减仓 |
| AGG | ISHARES TR | $408.39万 | 0.47% | 41,257 | -1,151 | -2.7% | -$11.39万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $404.48万 | 0.46% | 8,969 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $402.06万 | 0.46% | 11,790 | -925 | -7.3% | -$31.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $350.21万 | 0.40% | 3,034 | 3,034 | — | $350.21万 | 新建仓 |
| — | BANK OF AMER CORP | $348.75万 | 0.40% | 2,780 | -96 | -3.3% | -$12.04万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $321.53万 | 0.37% | 179,821 | 4,608 | 2.6% | $8.24万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $318.89万 | 0.36% | 4,270 | -65 | -1.5% | -$4.85万 | 减仓 |
| CRWV | COREWEAVE INC | $303.28万 | 0.35% | 30,468 | 26,238 | 620.3% | $261.17万 | 加仓 |
| VO | VANGUARD INDEX FDS | $297.21万 | 0.34% | 36,888 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $292.61万 | 0.33% | 20,955 | -337 | -1.6% | -$4.71万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $290.22万 | 0.33% | 56,500 | -27,000 | -32.3% | -$138.69万 | 减仓 |
| IQLT | ISHARES TR | $264.23万 | 0.30% | 53,325 | 731 | 1.4% | $3.62万 | 加仓 |
| LQD | ISHARES TR | $261.19万 | 0.30% | 23,945 | -626 | -2.5% | -$6.83万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $245.21万 | 0.28% | 48,327 | 5,207 | 12.1% | $26.42万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $241.07万 | 0.28% | 147,175 | 43,725 | 42.3% | $71.62万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $236.38万 | 0.27% | 46,743 | 6,630 | 16.5% | $33.53万 | 加仓 |
| IYW | ISHARES TR | $233.51万 | 0.27% | 9,258 | -17 | -0.2% | -$4,288 | 减仓 |
| TLT | ISHARES TR | $223.42万 | 0.26% | 25,848 | -231 | -0.9% | -$2.00万 | 减仓 |
| VB | VANGUARD INDEX FDS | $218.84万 | 0.25% | 7,219 | 243 | 3.5% | $7.37万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $212.94万 | 0.24% | 35,673 | 479 | 1.4% | $2.86万 | 加仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $211.65万 | 0.24% | 76,133 | 3,037 | 4.2% | $8.44万 | 加仓 |
| BAC | BANK OF AMER CORP | $208.51万 | 0.24% | 36,593 | 250 | 0.7% | $1.42万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $206.87万 | 0.24% | 73,749 | 12,949 | 21.3% | $36.32万 | 加仓 |
| MCD | MCDONALDS CORP | $193.45万 | 0.22% | 7,156 | -449 | -5.9% | -$12.14万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $192.51万 | 0.22% | 6,845 | 33 | 0.5% | $9,281 | 加仓 |
| ALLW | SSGA ACTIVE TR | $190.09万 | 0.22% | 64,944 | 9,944 | 18.1% | $29.11万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $187.98万 | 0.21% | 22,788 | 179 | 0.8% | $1.48万 | 加仓 |
| WMT | WALMART INC | $184.30万 | 0.21% | 16,272 | -315 | -1.9% | -$3.57万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $177.24万 | 0.20% | 61,200 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $173.63万 | 0.20% | 7,337 | -26 | -0.4% | -$6,153 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $173.42万 | 0.20% | 84,348 | 10,100 | 13.6% | $20.77万 | 加仓 |
| TER | TERADYNE INC | $170.55万 | 0.20% | 3,525 | -405 | -10.3% | -$19.60万 | 减仓 |
| TSLA | TESLA INC | $166.52万 | 0.19% | 3,959 | 327 | 9.0% | $13.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $165.98万 | 0.19% | 6,535 | -1,733 | -21.0% | -$44.02万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $161.54万 | 0.18% | 22,672 | 394 | 1.8% | $2.81万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $160.66万 | 0.18% | 4,531 | -879 | -16.2% | -$31.17万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $153.77万 | 0.18% | 6,245 | 120 | 2.0% | $2.95万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $140.52万 | 0.16% | 67,556 | 68 | 0.1% | $1,414 | 加仓 |