LAKE STREET PRIVATE WEALTH, LLC
CHICAGO IL · SEC CIK 0001772031
$7.85亿2026Q1 申报市值
270持仓数
33.4%前十大占比 · 第一大 6.5%
19 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CVX 加仓+$722.66万
MCHI 加仓+$455.13万
IEMG 加仓+$425.11万
EWY 新建仓+$418.79万
BA 加仓+$360.58万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$743.16万
BRK/B 减仓-$635.90万
INDA 清仓-$543.10万
NVDA 减仓-$540.80万
DLN 减仓-$534.04万
2026Q1 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 | $5,134.89万 | 6.54% | 261,740 | 9,621 | 3.8% | $188.75万 | 加仓 |
| AAPL | APPLE INC | $4,014.14万 | 5.11% | 158,168 | -11,999 | -7.1% | -$304.52万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,805.28万 | 4.84% | 218,193 | -31,009 | -12.4% | -$540.80万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,535.69万 | 4.50% | 80,963 | 1,858 | 2.3% | $81.14万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $1,879.29万 | 2.39% | 407,472 | 1,025 | 0.3% | $4.73万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,754.99万 | 2.23% | 293,569 | 34,040 | 13.1% | $203.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,580.57万 | 2.01% | 42,698 | -773 | -1.8% | -$28.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,551.35万 | 1.98% | 26,885 | -12,879 | -32.4% | -$743.16万 | 减仓 |
| AMZN | AMAZON COM INC | $1,492.07万 | 1.90% | 71,641 | 185 | 0.3% | $3.85万 | 加仓 |
| PSQO | PALMER SQUARE FUNDS TR | $1,487.22万 | 1.89% | 724,769 | 112,748 | 18.4% | $231.36万 | 加仓 |
| IJH | ISHARES TR | $1,307.27万 | 1.66% | 193,608 | 31,030 | 19.1% | $209.52万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,231.09万 | 1.57% | 469,884 | 51,061 | 12.2% | $133.78万 | 加仓 |
| GOOGL | ALPHABET INC | $1,177.26万 | 1.50% | 40,940 | -673 | -1.6% | -$19.35万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $1,054.07万 | 1.34% | 210,310 | 45,765 | 27.8% | $229.37万 | 加仓 |
| GOOG | ALPHABET INC | $1,051.22万 | 1.34% | 36,646 | -2,764 | -7.0% | -$79.29万 | 减仓 |
| IJS | ISHARES TR | $1,007.77万 | 1.28% | 85,090 | -15,883 | -15.7% | -$188.11万 | 减仓 |
| IEMG | ISHARES INC | $993.07万 | 1.26% | 142,380 | 60,949 | 74.8% | $425.11万 | 加仓 |
| IJT | ISHARES TR | $988.94万 | 1.26% | 68,350 | -1,804 | -2.6% | -$26.10万 | 减仓 |
| MCHI | ISHARES TR | $967.13万 | 1.23% | 172,159 | 81,017 | 88.9% | $455.13万 | 加仓 |
| EWJ | ISHARES INC | $959.31万 | 1.22% | 113,613 | 41,427 | 57.4% | $349.79万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $920.01万 | 1.17% | 10,875 | 161 | 1.5% | $13.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $917.11万 | 1.17% | 44,326 | 34,928 | 371.7% | $722.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $896.04万 | 1.14% | 30,461 | -859 | -2.7% | -$25.27万 | 减仓 |
| EMB | ISHARES TR | $860.83万 | 1.10% | 91,647 | 33,354 | 57.2% | $313.29万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $829.67万 | 1.06% | 56,718 | 1,512 | 2.7% | $22.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $812.72万 | 1.03% | 8,156 | -612 | -7.0% | -$60.98万 | 减仓 |
| META | META PLATFORMS INC | $789.41万 | 1.01% | 13,798 | -516 | -3.6% | -$29.52万 | 减仓 |
| ABBV | ABBVIE INC | $756.21万 | 0.96% | 34,770 | -1,629 | -4.5% | -$35.43万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $716.49万 | 0.91% | 159,935 | 4,511 | 2.9% | $20.21万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $703.07万 | 0.90% | 583,462 | 21,712 | 3.9% | $26.16万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $698.28万 | 0.89% | 24,608 | 1,428 | 6.2% | $40.52万 | 加仓 |
| AVGO | BROADCOM INC | $686.37万 | 0.87% | 22,176 | -2,236 | -9.2% | -$69.21万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $683.66万 | 0.87% | 120,617 | 1,831 | 1.5% | $10.38万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $668.09万 | 0.85% | 24,690 | 10,522 | 74.3% | $284.71万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $664.44万 | 0.85% | 17,019 | 998 | 6.2% | $38.96万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $656.14万 | 0.84% | 9,617 | 277 | 3.0% | $18.90万 | 加仓 |
| IVV | ISHARES TR | $645.24万 | 0.82% | 9,878 | 8 | 0.1% | $5,226 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $631.01万 | 0.80% | 53,850 | 2,058 | 4.0% | $24.12万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $628.73万 | 0.80% | 76,289 | 2,085 | 2.8% | $17.18万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $614.82万 | 0.78% | 32,035 | -1,966 | -5.8% | -$37.73万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $601.74万 | 0.77% | 83,656 | 1,739 | 2.1% | $12.51万 | 加仓 |
| FDX | FEDEX CORP | $595.60万 | 0.76% | 16,722 | 265 | 1.6% | $9.44万 | 加仓 |
| LLY | ELI LILLY & CO | $560.54万 | 0.71% | 6,094 | -455 | -6.9% | -$41.85万 | 减仓 |
| SNOW | SNOWFLAKE INC | $542.67万 | 0.69% | 35,981 | 5,225 | 17.0% | $78.80万 | 加仓 |
| BX | BLACKSTONE INC | $541.88万 | 0.69% | 47,124 | 3,122 | 7.1% | $35.90万 | 加仓 |
| ALL | ALLSTATE CORP | $531.14万 | 0.68% | 25,617 | 466 | 1.9% | $9.66万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $515.68万 | 0.66% | 8,634 | -7,411 | -46.2% | -$442.63万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $508.21万 | 0.65% | 147,010 | 2,200 | 1.5% | $7.61万 | 加仓 |
| TDTT | FLEXSHARES TR | $505.70万 | 0.64% | 208,622 | 19,881 | 10.5% | $48.19万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $471.40万 | 0.60% | 84,907 | 4,359 | 5.4% | $24.20万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $468.82万 | 0.60% | 8,969 | -937 | -9.5% | -$48.98万 | 减仓 |
| AMLP | ALPS ETF TR | $466.64万 | 0.59% | 88,647 | 2,106 | 2.4% | $11.09万 | 加仓 |
| VST | VISTRA CORP | $457.53万 | 0.58% | 30,435 | 16,257 | 114.7% | $244.39万 | 加仓 |
| BA | BOEING CO | $457.21万 | 0.58% | 22,972 | 18,117 | 373.2% | $360.58万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $446.95万 | 0.57% | 366,950 | 52,800 | 16.8% | $64.31万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $427.45万 | 0.54% | 205,903 | 17,966 | 9.6% | $37.30万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $423.01万 | 0.54% | 83,500 | -6,700 | -7.4% | -$33.94万 | 减仓 |
| AGG | ISHARES TR | $420.97万 | 0.54% | 42,408 | 3,984 | 10.4% | $39.55万 | 加仓 |
| EWY | ISHARES INC | $418.79万 | 0.53% | 34,045 | 34,045 | — | $418.79万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $394.64万 | 0.50% | 12,301 | -423 | -3.3% | -$13.57万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $389.82万 | 0.50% | 9,179 | -478 | -4.9% | -$20.30万 | 减仓 |
| MO | ALTRIA GROUP INC | $376.24万 | 0.48% | 57,015 | 5,633 | 11.0% | $37.17万 | 加仓 |
| V | VISA INC | $374.42万 | 0.48% | 12,388 | -1,187 | -8.7% | -$35.88万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $357.39万 | 0.46% | 419,475 | 20,400 | 5.1% | $17.38万 | 加仓 |
| — | BANK AMERICA CORP | $342.69万 | 0.44% | 2,876 | -9 | -0.3% | -$1.07万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $310.98万 | 0.40% | 175,213 | 18,094 | 11.5% | $32.11万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $298.06万 | 0.38% | 43,010 | 43,010 | — | $298.06万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $281.95万 | 0.36% | 4,335 | 120 | 2.8% | $7.80万 | 加仓 |
| LQD | ISHARES TR | $267.78万 | 0.34% | 24,571 | 1,883 | 8.3% | $20.52万 | 加仓 |
| VO | VANGUARD INDEX FDS | $264.84万 | 0.34% | 9,222 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $243.14万 | 0.31% | 52,594 | 431 | 0.8% | $1.99万 | 加仓 |
| MCD | MCDONALDS CORP | $236.36万 | 0.30% | 7,605 | -384 | -4.8% | -$11.93万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $235.00万 | 0.30% | 10,999 | -870 | -7.3% | -$18.59万 | 减仓 |
| TLT | ISHARES TR | $226.08万 | 0.29% | 26,079 | 3,454 | 15.3% | $29.94万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $217.99万 | 0.28% | 43,120 | 1,281 | 3.1% | $6.48万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $206.79万 | 0.26% | 10,165 | -342 | -3.3% | -$6.96万 | 减仓 |
| WMT | WALMART INC | $206.14万 | 0.26% | 16,587 | -573 | -3.3% | -$7.12万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $205.25万 | 0.26% | 73,096 | 1,758 | 2.5% | $4.94万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $203.85万 | 0.26% | 12,715 | -447 | -3.4% | -$7.17万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $203.01万 | 0.26% | 40,113 | 2,901 | 7.8% | $14.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $202.10万 | 0.26% | 8,268 | -2,883 | -25.9% | -$70.47万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $190.22万 | 0.24% | 35,194 | 11,763 | 50.2% | $63.58万 | 加仓 |
| VB | VANGUARD INDEX FDS | $182.72万 | 0.23% | 6,976 | 155 | 2.3% | $4.06万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $178.14万 | 0.23% | 103,450 | 15,750 | 18.0% | $27.12万 | 加仓 |
| BAC | BANK AMERICA CORP | $177.17万 | 0.23% | 36,343 | -1,091 | -2.9% | -$5.32万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $171.24万 | 0.22% | 22,609 | -400 | -1.7% | -$3.03万 | 减仓 |
| IYW | ISHARES TR | $168.27万 | 0.21% | 9,275 | -169 | -1.8% | -$3.07万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $165.78万 | 0.21% | 60,800 | 60,800 | — | $165.78万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $165.11万 | 0.21% | 6,812 | -12 | -0.2% | -$2,909 | 减仓 |
| ALLW | SSGA ACTIVE TR | $158.68万 | 0.20% | 55,000 | 55,000 | — | $158.68万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $158.34万 | 0.20% | 7,363 | -13 | -0.2% | -$2,796 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $153.61万 | 0.20% | 61,200 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $152.35万 | 0.19% | 6,740 | 232 | 3.6% | $5.24万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $146.93万 | 0.19% | 39,915 | 8,989 | 29.1% | $33.09万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $142.76万 | 0.18% | 22,278 | 7,409 | 49.8% | $47.48万 | 加仓 |
| — | EXXON MOBIL CORP | $141.91万 | 0.18% | 8,365 | -449 | -5.1% | -$7.62万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $138.42万 | 0.18% | 67,488 | 39 | 0.1% | $800 | 加仓 |
| TSLA | TESLA INC | $135.02万 | 0.17% | 3,632 | -71 | -1.9% | -$2.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $134.64万 | 0.17% | 26,821 | -102,849 | -79.3% | -$516.29万 | 减仓 |
| NFLX | NETFLIX INC. | $132.68万 | 0.17% | 13,799 | -3,622 | -20.8% | -$34.83万 | 减仓 |