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 |
|---|---|---|---|---|---|---|---|---|
| DLR | DIGITAL RLTY TR INC | $42.97万 | 0.05% | 2,393 | 52 | 2.2% | $9,338 | 加仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $43.65万 | 0.05% | 26,700 | 6,700 | 33.5% | $10.95万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $43.81万 | 0.05% | 2,299 | -513 | -18.2% | -$9.78万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $45.32万 | 0.05% | 463 | -36 | -7.2% | -$3.52万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $45.42万 | 0.05% | 1,482 | 3 | 0.2% | $919 | 加仓 |
| — | ISHARES ETHEREUM TR | $45.48万 | 0.05% | 38,250 | 5,000 | 15.0% | $5.95万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $47.30万 | 0.05% | 3,737 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $47.72万 | 0.05% | 4,069 | 74 | 1.9% | $8,679 | 加仓 |
| VOE | VANGUARD INDEX FDS | $47.80万 | 0.05% | 2,419 | 1 | 0.0% | $198 | 加仓 |
| ORCL | ORACLE CORP | $48.35万 | 0.06% | 3,299 | 314 | 10.5% | $4.60万 | 加仓 |
| RTX | RTX CORPORATION | $49.00万 | 0.06% | 2,582 | -131 | -4.8% | -$2.49万 | 减仓 |
| EMR | EMERSON ELEC CO | $49.30万 | 0.06% | 3,444 | -28 | -0.8% | -$4,008 | 减仓 |
| IEFA | ISHARES TR | $50.11万 | 0.06% | 5,188 | 93 | 1.8% | $8,983 | 加仓 |
| VIS | VANGUARD WORLD FD | $51.27万 | 0.06% | 1,422 | 44 | 3.2% | $1.59万 | 加仓 |
| TJX | TJX COS INC NEW | $51.78万 | 0.06% | 3,418 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $51.81万 | 0.06% | 6,861 | -152 | -2.2% | -$1.15万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $52.16万 | 0.06% | 11,504 | 4,424 | 62.5% | $20.06万 | 加仓 |
| SCZ | ISHARES TR | $52.34万 | 0.06% | 6,361 | 49 | 0.8% | $4,032 | 加仓 |
| — | ISHARES TR | $52.65万 | 0.06% | 8,952 | -553 | -5.8% | -$3.25万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $52.77万 | 0.06% | 5,739 | 1,181 | 25.9% | $10.86万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $52.93万 | 0.06% | 6,404 | 62 | 1.0% | $5,124 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $54.65万 | 0.06% | 7,673 | -5,249 | -40.6% | -$37.38万 | 减仓 |
| IWD | ISHARES TR | $55.19万 | 0.06% | 2,276 | 6 | 0.3% | $1,455 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $55.69万 | 0.06% | 10,387 | -168 | -1.6% | -$9,007 | 减仓 |
| IVW | ISHARES TR | $56.62万 | 0.06% | 4,116 | -13 | -0.3% | -$1,788 | 减仓 |
| IXUS | ISHARES TR | $57.55万 | 0.07% | 6,029 | 6,029 | — | $57.55万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $57.72万 | 0.07% | 2,090 | -160 | -7.1% | -$4.42万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $57.85万 | 0.07% | 6,591 | 191 | 3.0% | $1.68万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $59.26万 | 0.07% | 2,646 | -75 | -2.8% | -$1.68万 | 减仓 |
| DE | DEERE & CO | $59.31万 | 0.07% | 935 | 7 | 0.8% | $4,441 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $59.46万 | 0.07% | 1,758 | 80 | 4.8% | $2.71万 | 加仓 |
| KWEB | KRANESHARES TRUST | $59.88万 | 0.07% | 24,469 | 17,433 | 247.8% | $42.66万 | 加仓 |
| AMAT | APPLIED MATLS INC | $61.05万 | 0.07% | 844 | 94 | 12.5% | $6.80万 | 加仓 |
| ET | ENERGY TRANSFER L P | $61.25万 | 0.07% | 32,032 | 85 | 0.3% | $1,625 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $61.28万 | 0.07% | 12,285 | -1,692 | -12.1% | -$8.44万 | 减仓 |
| VTR | VENTAS INC | $61.72万 | 0.07% | 6,950 | -100 | -1.4% | -$8,880 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $61.88万 | 0.07% | 19,354 | -401 | -2.0% | -$1.28万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $62.06万 | 0.07% | 7,980 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $62.56万 | 0.07% | 3,863 | -469 | -10.8% | -$7.60万 | 减仓 |
| IWR | ISHARES TR | $63.42万 | 0.07% | 5,748 | 420 | 7.9% | $4.63万 | 加仓 |
| ETN | EATON CORP PLC | $64.77万 | 0.07% | 1,520 | -46 | -2.9% | -$1.96万 | 减仓 |
| MRK | MERCK & CO INC | $64.91万 | 0.07% | 5,051 | -33 | -0.6% | -$4,241 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $66.23万 | 0.08% | 7,750 | -948 | -10.9% | -$8.10万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $66.34万 | 0.08% | 10,385 | -1,306 | -11.2% | -$8.34万 | 减仓 |
| CMI | CUMMINS INC | $68.04万 | 0.08% | 954 | -2 | -0.2% | -$1,427 | 减仓 |
| TGT | TARGET CORP | $69.85万 | 0.08% | 5,348 | -657 | -10.9% | -$8.58万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $70.00万 | 0.08% | 14,912 | -2,706 | -15.4% | -$12.70万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $70.09万 | 0.08% | 15,337 | 1,015 | 7.1% | $4.64万 | 加仓 |
| WING | WINGSTOP INC | $72.83万 | 0.08% | 4,200 | 1,760 | 72.1% | $30.52万 | 加仓 |
| WELL | WELLTOWER INC | $73.11万 | 0.08% | 3,221 | 54 | 1.7% | $1.23万 | 加仓 |
| WMB | WILLIAMS COS INC | $74.58万 | 0.09% | 10,032 | -403 | -3.9% | -$3.00万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $75.13万 | 0.09% | 6,580 | 1,170 | 21.6% | $13.36万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $76.26万 | 0.09% | 4,117 | 1,056 | 34.5% | $19.56万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $76.30万 | 0.09% | 4,808 | 50 | 1.1% | $7,934 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $76.53万 | 0.09% | 16,050 | 175 | 1.1% | $8,344 | 加仓 |
| CMDY | ISHARES U S ETF TR | $80.99万 | 0.09% | 14,663 | -1 | -0.0% | -$55 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $86.14万 | 0.10% | 16,700 | -500 | -2.9% | -$2.58万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $87.23万 | 0.10% | 7,183 | -377 | -5.0% | -$4.58万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $89.70万 | 0.10% | 28,153 | -11,762 | -29.5% | -$37.47万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $89.97万 | 0.10% | 11,329 | -3,803 | -25.1% | -$30.20万 | 减仓 |
| BLK | BLACKROCK INC | $90.94万 | 0.10% | 945 | -21 | -2.2% | -$2.02万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $91.13万 | 0.10% | 3,750 | 1 | 0.0% | $243 | 加仓 |
| ITA | ISHARES TR | $92.12万 | 0.11% | 3,800 | 1 | 0.0% | $242 | 加仓 |
| JUSA | J P MORGAN EXCHANGE TRADED F | $92.34万 | 0.11% | 13,746 | 13,746 | — | $92.34万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $93.60万 | 0.11% | 6,150 | 1 | 0.0% | $152 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $96.07万 | 0.11% | 21,819 | 1,105 | 5.3% | $4.87万 | 加仓 |
| GLW | CORNING INC | $97.30万 | 0.11% | 3,809 | 3,809 | — | $97.30万 | 新建仓 |
| NFLX | NETFLIX INC. | $100.12万 | 0.11% | 14,023 | 224 | 1.6% | $1.60万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $101.94万 | 0.12% | 30,623 | 2,482 | 8.8% | $8.26万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $103.54万 | 0.12% | 4,177 | 490 | 13.3% | $12.15万 | 加仓 |
| CALF | PACER FDS TR | $105.17万 | 0.12% | 20,780 | 16 | 0.1% | $810 | 加仓 |
| HGER | HARBOR ETF TRUST | $105.73万 | 0.12% | 36,037 | 3,583 | 11.0% | $10.51万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $106.67万 | 0.12% | 8,715 | 535 | 6.5% | $6.55万 | 加仓 |
| HD | HOME DEPOT INC | $109.82万 | 0.13% | 3,113 | -599 | -16.1% | -$21.13万 | 减仓 |
| — | EXXON MOBIL CORP | $114.42万 | 0.13% | 8,368 | 3 | 0.0% | $410 | 加仓 |
| CSCO | CISCO SYS INC | $114.63万 | 0.13% | 9,758 | -724 | -6.9% | -$8.50万 | 减仓 |
| ASML | ASML HLDG NV | $114.79万 | 0.13% | 577 | 37 | 6.9% | $7.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $115.14万 | 0.13% | 2,301 | -82 | -3.4% | -$4.10万 | 减仓 |
| ICOW | PACER FDS TR | $116.04万 | 0.13% | 27,873 | 1,207 | 4.5% | $5.02万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $116.18万 | 0.13% | 11,784 | -3,832 | -24.5% | -$37.78万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $118.97万 | 0.14% | 257,500 | 6,000 | 2.4% | $2.77万 | 加仓 |
| QCOM | QUALCOMM INC | $123.53万 | 0.14% | 6,684 | -310 | -4.4% | -$5.73万 | 减仓 |
| QUAL | ISHARES TR | $123.65万 | 0.14% | 5,635 | -643 | -10.2% | -$14.11万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $127.65万 | 0.15% | 30,148 | 3,327 | 12.4% | $14.09万 | 加仓 |
| VGT | VANGUARD WORLD FD | $130.06万 | 0.15% | 10,882 | 1,882 | 20.9% | $22.49万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $130.80万 | 0.15% | 9,510 | -128 | -1.3% | -$1.76万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $131.70万 | 0.15% | 24,616 | 2,577 | 11.7% | $13.79万 | 加仓 |
| COWZ | PACER FDS TR | $133.85万 | 0.15% | 21,518 | 746 | 3.6% | $4.64万 | 加仓 |
| NTAP | NETAPP INC | $140.51万 | 0.16% | 9,079 | 0 | 0.0% | — | 不变 |
| MUST | COLUMBIA ETF TR I | $140.52万 | 0.16% | 67,556 | 68 | 0.1% | $1,414 | 加仓 |
| VXF | VANGUARD INDEX FDS | $153.77万 | 0.18% | 6,245 | 120 | 2.0% | $2.95万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $160.66万 | 0.18% | 4,531 | -879 | -16.2% | -$31.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $161.54万 | 0.18% | 22,672 | 394 | 1.8% | $2.81万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $165.98万 | 0.19% | 6,535 | -1,733 | -21.0% | -$44.02万 | 减仓 |
| TSLA | TESLA INC | $166.52万 | 0.19% | 3,959 | 327 | 9.0% | $13.75万 | 加仓 |
| TER | TERADYNE INC | $170.55万 | 0.20% | 3,525 | -405 | -10.3% | -$19.60万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $173.42万 | 0.20% | 84,348 | 10,100 | 13.6% | $20.77万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $173.63万 | 0.20% | 7,337 | -26 | -0.4% | -$6,153 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $177.24万 | 0.20% | 61,200 | 0 | 0.0% | — | 不变 |