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 |
|---|---|---|---|---|---|---|---|---|
| JGRO | J P MORGAN EXCHANGE TRADED F | $131.99万 | 0.17% | 15,616 | -2,122 | -12.0% | -$17.94万 | 减仓 |
| COWZ | PACER FDS TR | $129.95万 | 0.17% | 20,772 | 495 | 2.4% | $3.10万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $127.11万 | 0.16% | 74,248 | 8,300 | 12.6% | $14.21万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $126.05万 | 0.16% | 6,125 | 190 | 3.2% | $3.91万 | 加仓 |
| HD | HOME DEPOT INC | $122.07万 | 0.16% | 3,712 | -1,321 | -26.2% | -$43.44万 | 减仓 |
| QUAL | ISHARES TR | $120.41万 | 0.15% | 6,278 | -202 | -3.1% | -$3.87万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $118.50万 | 0.15% | 22,039 | 2,133 | 10.7% | $11.47万 | 加仓 |
| TER | TERADYNE INC | $116.51万 | 0.15% | 3,930 | -603 | -13.3% | -$17.88万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $116.44万 | 0.15% | 251,500 | -1,400 | -0.6% | -$6,482 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $114.19万 | 0.15% | 2,383 | -13,270 | -84.8% | -$635.90万 | 减仓 |
| ICOW | PACER FDS TR | $113.17万 | 0.14% | 26,666 | 1,488 | 5.9% | $6.31万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $110.67万 | 0.14% | 9,638 | -207 | -2.1% | -$2.38万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $108.57万 | 0.14% | 15,132 | -460 | -3.0% | -$3.30万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $108.12万 | 0.14% | 28,141 | 7,319 | 35.2% | $28.12万 | 加仓 |
| HGER | HARBOR ETF TRUST | $100.64万 | 0.13% | 32,454 | 1,496 | 4.8% | $4.64万 | 加仓 |
| INTC | INTEL CORP | $93.96万 | 0.12% | 21,292 | -820 | -3.7% | -$3.62万 | 减仓 |
| CALF | PACER FDS TR | $93.17万 | 0.12% | 20,764 | 323 | 1.6% | $1.45万 | 加仓 |
| NTAP | NETAPP INC | $92.96万 | 0.12% | 9,079 | -8,738 | -49.0% | -$89.47万 | 减仓 |
| BLK | BLACKROCK INC | $92.95万 | 0.12% | 966 | -54 | -5.3% | -$5.20万 | 减仓 |
| QCOM | QUALCOMM INC | $90.07万 | 0.11% | 6,994 | -2,285 | -24.6% | -$29.43万 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $89.79万 | 0.11% | 8,180 | 220 | 2.8% | $2.41万 | 加仓 |
| SDY | SPDR SERIES TRUST | $89.73万 | 0.11% | 6,149 | 2 | 0.0% | $292 | 加仓 |
| CMDY | ISHARES U S ETF TR | $87.13万 | 0.11% | 14,664 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $84.57万 | 0.11% | 20,714 | 123 | 0.6% | $5,022 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $84.34万 | 0.11% | 12,922 | 246 | 1.9% | $1.61万 | 加仓 |
| ITA | ISHARES TR | $83.10万 | 0.11% | 3,799 | -448 | -10.5% | -$9.80万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $82.95万 | 0.11% | 17,618 | 1,454 | 9.0% | $6.85万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $81.84万 | 0.10% | 5,410 | -477 | -8.1% | -$7.22万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $81.45万 | 0.10% | 3,749 | 1 | 0.0% | $217 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $81.41万 | 0.10% | 10,105 | -2,135 | -17.4% | -$17.20万 | 减仓 |
| CSCO | CISCO SYS INC | $81.33万 | 0.10% | 10,482 | -6,852 | -39.5% | -$53.16万 | 减仓 |
| VGT | VANGUARD WORLD FD | $78.53万 | 0.10% | 1,125 | -88 | -7.3% | -$6.14万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $76.83万 | 0.10% | 17,200 | -500 | -2.8% | -$2.23万 | 减仓 |
| WMB | WILLIAMS COS INC | $75.94万 | 0.10% | 10,435 | -199 | -1.9% | -$1.45万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $75.73万 | 0.10% | 7,560 | 2 | 0.0% | $200 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $74.04万 | 0.09% | 3,687 | 25 | 0.7% | $5,020 | 加仓 |
| TGT | TARGET CORP | $72.78万 | 0.09% | 6,005 | -46 | -0.8% | -$5,575 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.09% | 1 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $71.33万 | 0.09% | 540 | -1 | -0.2% | -$1,321 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $69.76万 | 0.09% | 4,758 | 210 | 4.6% | $3.08万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $69.56万 | 0.09% | 15,875 | 75 | 0.5% | $3,287 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $68.72万 | 0.09% | 13,977 | -1,004 | -6.7% | -$4.94万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $66.24万 | 0.08% | 19,755 | -2,064 | -9.5% | -$6.92万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $64.23万 | 0.08% | 14,322 | 2,118 | 17.4% | $9.50万 | 加仓 |
| SHOP | SHOPIFY INC | $64.17万 | 0.08% | 5,410 | -75 | -1.4% | -$8,896 | 减仓 |
| MMM | 3M CO | $62.91万 | 0.08% | 4,332 | -867 | -16.7% | -$12.59万 | 减仓 |
| WELL | WELLTOWER INC | $62.61万 | 0.08% | 3,167 | -276 | -8.0% | -$5.46万 | 减仓 |
| IAU | ISHARES GOLD TR | $61.83万 | 0.08% | 7,013 | -54 | -0.8% | -$4,761 | 减仓 |
| ET | ENERGY TRANSFER L P | $61.66万 | 0.08% | 31,947 | -9,077 | -22.1% | -$17.52万 | 减仓 |
| MRK | MERCK & CO INC | $61.15万 | 0.08% | 5,084 | -119 | -2.3% | -$1.43万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $60.83万 | 0.08% | 11,691 | -1,137 | -8.9% | -$5.92万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $59.44万 | 0.08% | 6,400 | -23 | -0.4% | -$2,136 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $59.08万 | 0.08% | 8,698 | 802 | 10.2% | $5.45万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $57.78万 | 0.07% | 7,980 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $57.65万 | 0.07% | 7,050 | -50 | -0.7% | -$4,089 | 减仓 |
| ETN | EATON CORP PLC | $56.01万 | 0.07% | 1,566 | -7 | -0.4% | -$2,504 | 减仓 |
| ABT | ABBOTT LABORATORIES | $55.51万 | 0.07% | 5,406 | 597 | 12.4% | $6.13万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $55.29万 | 0.07% | 2,721 | -1,662 | -37.9% | -$33.77万 | 减仓 |
| TJX | TJX COS INC NEW | $54.58万 | 0.07% | 3,418 | -1,994 | -36.8% | -$31.84万 | 减仓 |
| — | ISHARES ETHEREUM TR | $52.63万 | 0.07% | 33,250 | 21,439 | 181.5% | $33.94万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $52.48万 | 0.07% | 6,342 | 63 | 1.0% | $5,213 | 加仓 |
| RTX | RTX CORPORATION | $52.34万 | 0.07% | 2,713 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $52.27万 | 0.07% | 928 | -921 | -49.8% | -$51.88万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $52.11万 | 0.07% | 10,555 | -225 | -2.1% | -$1.11万 | 减仓 |
| IWR | ISHARES TR | $51.81万 | 0.07% | 5,328 | 480 | 9.9% | $4.67万 | 加仓 |
| CMI | CUMMINS INC | $51.44万 | 0.07% | 956 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $50.76万 | 0.06% | 1,678 | -28 | -1.6% | -$8,469 | 减仓 |
| — | ISHARES TR | $49.54万 | 0.06% | 9,505 | 620 | 7.0% | $3.23万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $49.51万 | 0.06% | 3,061 | 326 | 11.9% | $5.27万 | 加仓 |
| SCZ | ISHARES TR | $49.49万 | 0.06% | 6,312 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $48.93万 | 0.06% | 3,737 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $48.51万 | 0.06% | 2,270 | 8 | 0.4% | $1,709 | 加仓 |
| IVW | ISHARES TR | $46.70万 | 0.06% | 4,129 | -43 | -1.0% | -$4,863 | 减仓 |
| IEFA | ISHARES TR | $46.12万 | 0.06% | 5,095 | 129 | 2.6% | $1.17万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $46.01万 | 0.06% | 972 | -22 | -2.2% | -$1.04万 | 减仓 |
| EMR | EMERSON ELEC CO | $45.49万 | 0.06% | 3,472 | -182 | -5.0% | -$2.38万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $44.98万 | 0.06% | 4,873 | -517 | -9.6% | -$4.77万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $44.71万 | 0.06% | 499 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $44.56万 | 0.06% | 2,418 | 1 | 0.0% | $184 | 加仓 |
| ORCL | ORACLE CORP | $43.91万 | 0.06% | 2,985 | 161 | 5.7% | $2.37万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $43.53万 | 0.06% | 3,995 | 54 | 1.4% | $5,884 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $43.17万 | 0.05% | 7,048 | -223 | -3.1% | -$1.37万 | 减仓 |
| VIS | VANGUARD WORLD FD | $43.02万 | 0.05% | 1,378 | 14 | 1.0% | $4,370 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $42.59万 | 0.05% | 1,525 | -23 | -1.5% | -$6,424 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $42.19万 | 0.05% | 2,341 | 8 | 0.3% | $1,442 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $41.90万 | 0.05% | 3,780 | 1,724 | 83.9% | $19.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $40.08万 | 0.05% | 2,775 | -2,265 | -44.9% | -$32.72万 | 减仓 |
| SLV | ISHARES SILVER TR | $39.35万 | 0.05% | 5,775 | 24 | 0.4% | $1,635 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $39.03万 | 0.05% | 4,558 | 65 | 1.4% | $5,567 | 加仓 |
| VOT | VANGUARD INDEX FDS | $38.05万 | 0.05% | 1,479 | 1 | 0.1% | $257 | 加仓 |
| WING | WINGSTOP INC | $37.81万 | 0.05% | 2,440 | 445 | 22.3% | $6.90万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $37.37万 | 0.05% | 2,812 | 2,812 | — | $37.37万 | 新建仓 |
| SBUX | STARBUCKS CORP | $37.27万 | 0.05% | 4,160 | 52 | 1.3% | $4,659 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $37.08万 | 0.05% | 6,409 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $36.48万 | 0.05% | 1,471 | 90 | 6.5% | $2.23万 | 加仓 |
| AMGN | AMGEN INC | $35.99万 | 0.05% | 1,023 | -2 | -0.2% | -$704 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $35.93万 | 0.05% | 11,916 | 1,759 | 17.3% | $5.30万 | 加仓 |
| CSX | CSX CORP | $35.13万 | 0.04% | 8,558 | -162 | -1.9% | -$6,650 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $35.12万 | 0.04% | 4,731 | 284 | 6.4% | $2.11万 | 加仓 |
| KO | COCA COLA CO | $34.86万 | 0.04% | 4,584 | -5,114 | -52.7% | -$38.89万 | 减仓 |