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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -57,015 | -100.0% | -$376.24万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -6,740 | -100.0% | -$152.35万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -30,000 | -100.0% | -$24.96万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -403 | -100.0% | -$24.36万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,091 | -100.0% | -$22.91万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -959 | -100.0% | -$22.67万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -1,161 | -100.0% | -$21.66万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -243 | -100.0% | -$21.03万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,151 | -100.0% | -$20.96万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -2,762 | -100.0% | -$20.74万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,261 | -100.0% | -$20.39万 | 清仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $0 | 0.00% | 0 | -3,218 | -100.0% | -$3.99万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -56 | -100.0% | -$1.10万 | 清仓 |
| PIPR | PIPER SANDLER COMPANIES | $0 | 0.00% | 0 | -116 | -100.0% | -$8,880 | 清仓 |
| SBET | SHARPLINK INC | $0 | 0.00% | 0 | -100 | -100.0% | -$645 | 清仓 |
| — | VS TRUST | $6.18万 | 0.01% | 20,000 | 20,000 | — | $6.18万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $8.60万 | 0.01% | 14,630 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $13.48万 | 0.02% | 141,900 | 26,850 | 23.3% | $2.55万 | 加仓 |
| RXST | RXSIGHT INC | $14.71万 | 0.02% | 30,515 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $20.49万 | 0.02% | 1,852 | 30 | 1.6% | $3,319 | 加仓 |
| EXC | EXELON CORP | $20.58万 | 0.02% | 4,414 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $20.68万 | 0.02% | 839 | 839 | — | $20.68万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.76万 | 0.02% | 414 | -16 | -3.7% | -$8,022 | 减仓 |
| BIL | SPDR SERIES TRUST | $21.14万 | 0.02% | 2,306 | 19 | 0.8% | $1,742 | 加仓 |
| MBB | ISHARES TR | $21.22万 | 0.02% | 2,245 | 15 | 0.7% | $1,418 | 加仓 |
| IWV | ISHARES TR | $21.28万 | 0.02% | 499 | 499 | — | $21.28万 | 新建仓 |
| PLD | PROLOGIS INC. | $21.47万 | 0.02% | 1,584 | -1 | -0.1% | -$136 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $21.62万 | 0.02% | 2,289 | 2,289 | — | $21.62万 | 新建仓 |
| DIS | DISNEY WALT CO | $22.00万 | 0.03% | 2,286 | -211 | -8.5% | -$2.03万 | 减仓 |
| PGR | PROGRESSIVE CORP | $22.01万 | 0.03% | 1,007 | 1 | 0.1% | $219 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $22.04万 | 0.03% | 3,504 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $22.80万 | 0.03% | 1,615 | -295 | -15.4% | -$4.16万 | 减仓 |
| ROST | ROSS STORES INC | $22.80万 | 0.03% | 1,071 | 1,071 | — | $22.80万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $23.50万 | 0.03% | 591 | 75 | 14.5% | $2.98万 | 重新持有 |
| DG | DOLLAR GEN CORP | $23.68万 | 0.03% | 2,057 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $23.94万 | 0.03% | 4,575 | -340 | -6.9% | -$1.78万 | 减仓 |
| CTAS | CINTAS CORP | $23.96万 | 0.03% | 1,408 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $24.65万 | 0.03% | 2,419 | 2,419 | — | $24.65万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $24.69万 | 0.03% | 1,165 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $25.41万 | 0.03% | 2,225 | 173 | 8.4% | $1.98万 | 加仓 |
| GLD | SPDR GOLD TR | $25.49万 | 0.03% | 692 | 58 | 9.1% | $2.14万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $26.29万 | 0.03% | 4,663 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $26.74万 | 0.03% | 7,170 | -1,280 | -15.1% | -$4.77万 | 减仓 |
| GE | GE AEROSPACE | $26.84万 | 0.03% | 718 | 34 | 5.0% | $1.27万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $26.89万 | 0.03% | 902 | -252 | -21.8% | -$7.51万 | 减仓 |
| IONQ | IONQ INC | $27.16万 | 0.03% | 5,100 | 400 | 8.5% | $2.13万 | 重新持有 |
| COHR | COHERENT CORP | $27.22万 | 0.03% | 690 | 690 | — | $27.22万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.23万 | 0.03% | 2,526 | -103 | -3.9% | -$1.11万 | 减仓 |
| IWO | ISHARES TR | $27.34万 | 0.03% | 694 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES TR | $27.52万 | 0.03% | 1,510 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $27.55万 | 0.03% | 3,036 | -2,370 | -43.8% | -$21.51万 | 减仓 |
| ALL | ALLSTATE CORP | $27.58万 | 0.03% | 1,159 | -24,458 | -95.5% | -$581.95万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $27.86万 | 0.03% | 5,500 | 500 | 10.0% | $2.53万 | 加仓 |
| PKG | PACKAGING CORP AMER | $28.09万 | 0.03% | 1,179 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $28.35万 | 0.03% | 1,448 | 1,448 | — | $28.35万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $28.68万 | 0.03% | 3,629 | 332 | 10.1% | $2.62万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $28.84万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $29.73万 | 0.03% | 1,935 | 1,935 | — | $29.73万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $29.75万 | 0.03% | 5,650 | -4,455 | -44.1% | -$23.46万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $29.80万 | 0.03% | 2,851 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $29.90万 | 0.03% | 1,326 | 134 | 11.2% | $3.02万 | 加仓 |
| DLN | WISDOMTREE TR | $30.08万 | 0.03% | 3,122 | -134 | -4.1% | -$1.29万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $30.15万 | 0.03% | 1,775 | -24 | -1.3% | -$4,077 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $30.27万 | 0.03% | 6,711 | -2,523 | -27.3% | -$11.38万 | 重新持有 |
| HACK | AMPLIFY ETF TR | $30.87万 | 0.04% | 2,942 | -138 | -4.5% | -$1.45万 | 减仓 |
| ESGD | ISHARES TR | $30.99万 | 0.04% | 3,014 | 47 | 1.6% | $4,832 | 加仓 |
| NOBL | PROSHARES TR | $31.56万 | 0.04% | 5,620 | -414 | -6.9% | -$2.33万 | 减仓 |
| ACWI | ISHARES TR | $31.71万 | 0.04% | 2,019 | 9 | 0.4% | $1,413 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $31.79万 | 0.04% | 17,728 | 6,040 | 51.7% | $10.83万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $31.84万 | 0.04% | 1,387 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $31.93万 | 0.04% | 5,971 | 196 | 3.4% | $1.05万 | 加仓 |
| IWF | ISHARES TR | $32.49万 | 0.04% | 2,616 | -12 | -0.5% | -$1,490 | 减仓 |
| APH | AMPHENOL CORP | $32.59万 | 0.04% | 1,848 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $32.80万 | 0.04% | 980 | -57 | -5.5% | -$1.91万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $32.84万 | 0.04% | 2,077 | 1 | 0.0% | $158 | 加仓 |
| EFA | ISHARES TR | $33.58万 | 0.04% | 3,232 | 3 | 0.1% | $312 | 加仓 |
| URI | UNITED RENTALS INC | $33.99万 | 0.04% | 300 | 4 | 1.4% | $4,532 | 加仓 |
| KO | COCA COLA CO | $34.52万 | 0.04% | 4,248 | -336 | -7.3% | -$2.73万 | 减仓 |
| AMGN | AMGEN INC | $34.76万 | 0.04% | 960 | -63 | -6.2% | -$2.28万 | 减仓 |
| UNP | UNION PAC CORP | $35.25万 | 0.04% | 1,296 | -50 | -3.7% | -$1.36万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $35.37万 | 0.04% | 998 | 41 | 4.3% | $1.45万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.37万 | 0.04% | 2,411 | -364 | -13.1% | -$5.34万 | 减仓 |
| DHI | D R HORTON INC | $35.69万 | 0.04% | 2,191 | -84 | -3.7% | -$1.37万 | 减仓 |
| PWR | QUANTA SVCS INC | $36.00万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $36.20万 | 0.04% | 4,760 | -125 | -2.6% | -$9,506 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $36.54万 | 0.04% | 1,471 | -54 | -3.5% | -$1.34万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $36.72万 | 0.04% | 11,997 | 81 | 0.7% | $2,480 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $37.33万 | 0.04% | 4,054 | -819 | -16.8% | -$7.54万 | 减仓 |
| RKLB | ROCKET LAB CORP | $37.69万 | 0.04% | 3,708 | 3,708 | — | $37.69万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $37.71万 | 0.04% | 967 | -5 | -0.5% | -$1,950 | 减仓 |
| CAT | CATERPILLAR INC | $38.61万 | 0.04% | 362 | 25 | 7.4% | $2.67万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $39.12万 | 0.04% | 3,651 | -129 | -3.4% | -$1.38万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $39.29万 | 0.04% | 6,409 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $39.36万 | 0.05% | 1,310 | -161 | -10.9% | -$4.84万 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $39.45万 | 0.05% | 4,525 | -206 | -4.4% | -$1.80万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $39.72万 | 0.05% | 4,781 | 4,781 | — | $39.72万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $40.10万 | 0.05% | 7,550 | 502 | 7.1% | $2.67万 | 加仓 |
| CSX | CSX CORP | $41.15万 | 0.05% | 8,658 | 100 | 1.2% | $4,753 | 加仓 |
| — | TIDAL TRUST I | $42.62万 | 0.05% | 8,421 | 3,191 | 61.0% | $16.15万 | 加仓 |
| SBUX | STARBUCKS CORP | $42.87万 | 0.05% | 4,194 | 34 | 0.8% | $3,475 | 加仓 |