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 |
|---|---|---|---|---|---|---|---|---|
| SYF | SYNCHRONY FINANCIAL | $33.23万 | 0.04% | 4,885 | -322 | -6.2% | -$2.19万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $32.86万 | 0.04% | 957 | 22 | 2.4% | $7,554 | 加仓 |
| CRWV | COREWEAVE INC | $32.77万 | 0.04% | 4,230 | -105 | -2.4% | -$8,134 | 减仓 |
| UNP | UNION PAC CORP | $32.66万 | 0.04% | 1,346 | -11 | -0.8% | -$2,669 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $32.49万 | 0.04% | 7,080 | 1,116 | 18.7% | $5.12万 | 加仓 |
| NOBL | PROSHARES TR | $31.98万 | 0.04% | 3,017 | 30 | 1.0% | $3,180 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $31.42万 | 0.04% | 2,052 | 125 | 6.5% | $1.91万 | 加仓 |
| EFA | ISHARES TR | $31.37万 | 0.04% | 3,229 | 250 | 8.4% | $2.43万 | 加仓 |
| DHI | D R HORTON INC | $31.22万 | 0.04% | 2,275 | -35 | -1.5% | -$4,803 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $30.80万 | 0.04% | 2,851 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $30.74万 | 0.04% | 2,076 | 4 | 0.2% | $592 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $30.04万 | 0.04% | 1,387 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $28.95万 | 0.04% | 3,256 | -60,067 | -94.9% | -$534.04万 | 减仓 |
| ESGD | ISHARES TR | $28.37万 | 0.04% | 2,967 | 39 | 1.3% | $3,730 | 加仓 |
| IWF | ISHARES TR | $28.00万 | 0.04% | 657 | -35 | -5.1% | -$1.49万 | 减仓 |
| ACWI | ISHARES TR | $27.81万 | 0.04% | 2,010 | 2,010 | — | $27.81万 | 新建仓 |
| PWR | QUANTA SVCS INC | $27.45万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $27.28万 | 0.03% | 634 | -104 | -14.1% | -$4.48万 | 减仓 |
| ZS | ZSCALER INC | $26.80万 | 0.03% | 1,910 | 157 | 9.0% | $2.20万 | 加仓 |
| VDC | VANGUARD WORLD FD | $26.78万 | 0.03% | 1,192 | 14 | 1.2% | $3,146 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $26.13万 | 0.03% | 3,297 | 19 | 0.6% | $1,506 | 加仓 |
| AMAT | APPLIED MATLS INC | $25.64万 | 0.03% | 750 | 750 | — | $25.64万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $25.02万 | 0.03% | 1,179 | -3 | -0.3% | -$637 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $25.00万 | 0.03% | 5,000 | 5,000 | — | $25.00万 | 新建仓 |
| — | PROSHARES TR II | $24.96万 | 0.03% | 30,000 | 30,000 | — | $24.96万 | 新建仓 |
| DG | DOLLAR GEN CORP | $24.42万 | 0.03% | 2,057 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC | $24.37万 | 0.03% | 4,915 | 2,725 | 124.4% | $13.51万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $24.36万 | 0.03% | 403 | -770 | -65.6% | -$46.54万 | 减仓 |
| DIS | DISNEY WALT CO | $24.07万 | 0.03% | 2,497 | -78 | -3.0% | -$7,519 | 减仓 |
| IYY | ISHARES TR | $23.93万 | 0.03% | 1,510 | -13 | -0.9% | -$2,060 | 减仓 |
| CAT | CATERPILLAR INC | $23.84万 | 0.03% | 337 | -20 | -5.6% | -$1.41万 | 减仓 |
| CTAS | CINTAS CORP | $23.82万 | 0.03% | 1,408 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $23.69万 | 0.03% | 2,629 | -601 | -18.6% | -$5.42万 | 减仓 |
| APH | AMPHENOL CORP | $23.35万 | 0.03% | 1,848 | -35 | -1.9% | -$4,423 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $23.35万 | 0.03% | 2,250 | -315 | -12.3% | -$3.27万 | 减仓 |
| HACK | AMPLIFY ETF TR | $23.13万 | 0.03% | 3,080 | -75 | -2.4% | -$5,632 | 减仓 |
| TMUS | T-MOBILE US INC | $22.91万 | 0.03% | 1,091 | -19 | -1.7% | -$3,989 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $22.83万 | 0.03% | 1,165 | -3 | -0.3% | -$588 | 减仓 |
| LOW | LOWES COS INC | $22.67万 | 0.03% | 959 | -44 | -4.4% | -$1.04万 | 减仓 |
| TXN | TEXAS INSTRS INC | $22.40万 | 0.03% | 1,154 | -557 | -32.6% | -$10.81万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $22.40万 | 0.03% | 1,037 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $22.09万 | 0.03% | 1,799 | -235 | -11.6% | -$2.89万 | 减仓 |
| — | TIDAL TRUST I | $22.07万 | 0.03% | 5,230 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $21.78万 | 0.03% | 694 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $21.74万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $21.66万 | 0.03% | 4,663 | 274 | 6.2% | $1.27万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $21.66万 | 0.03% | 1,161 | 13 | 1.1% | $2,426 | 加仓 |
| EXC | EXELON CORP | $21.64万 | 0.03% | 4,414 | 4,414 | — | $21.64万 | 新建仓 |
| URI | UNITED RENTALS INC | $21.57万 | 0.03% | 296 | 2 | 0.7% | $1,457 | 加仓 |
| MBB | ISHARES TR | $21.17万 | 0.03% | 2,230 | 10 | 0.5% | $949 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.14万 | 0.03% | 430 | 2 | 0.5% | $983 | 加仓 |
| MCK | MCKESSON CORP | $21.03万 | 0.03% | 243 | -8 | -3.2% | -$6,923 | 减仓 |
| PSX | PHILLIPS 66 | $20.96万 | 0.03% | 1,151 | 1,151 | — | $20.96万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $20.95万 | 0.03% | 2,287 | 13 | 0.6% | $1,191 | 加仓 |
| PLD | PROLOGIS INC. | $20.95万 | 0.03% | 1,585 | 1,585 | — | $20.95万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $20.74万 | 0.03% | 2,762 | -21,288 | -88.5% | -$159.87万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $20.62万 | 0.03% | 1,822 | 1,822 | — | $20.62万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $20.60万 | 0.03% | 3,504 | 3,504 | — | $20.60万 | 新建仓 |
| PFE | PFIZER INC | $20.39万 | 0.03% | 7,261 | 459 | 6.7% | $1.29万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $20.06万 | 0.03% | 8,450 | -725 | -7.9% | -$1.72万 | 减仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $20.06万 | 0.03% | 20,000 | 10,000 | 100.0% | $10.03万 | 加仓 |
| KWEB | KRANESHARES TRUST | $20.00万 | 0.03% | 7,036 | 7,036 | — | $20.00万 | 新建仓 |
| RXST | RXSIGHT INC | $18.80万 | 0.02% | 30,515 | 16,315 | 114.9% | $10.05万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $18.56万 | 0.02% | 11,688 | 3,320 | 39.7% | $5.27万 | 加仓 |
| — | CANOPY GROWTH CORPORATION | $10.92万 | 0.01% | 115,050 | 24,750 | 27.4% | $2.35万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $7.26万 | 0.01% | 14,630 | 2,080 | 16.6% | $1.03万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $3.99万 | 0.01% | 3,218 | 3,218 | — | $3.99万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $1.10万 | 0.00% | 56 | 56 | — | $1.10万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES | $8,880 | 0.00% | 116 | 116 | — | $8,880 | 新建仓 |
| SBET | SHARPLINK INC | $645 | 0.00% | 100 | 100 | — | $645 | 新建仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -100,481 | -100.0% | -$543.10万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -22,216 | -100.0% | -$233.29万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -54,980 | -100.0% | -$153.12万 | 清仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -9,992 | -100.0% | -$70.93万 | 清仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -9,268 | -100.0% | -$64.39万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1,065 | -100.0% | -$60.78万 | 清仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -17,625 | -100.0% | -$60.38万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -3,344 | -100.0% | -$48.00万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,330 | -100.0% | -$46.55万 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,309 | -100.0% | -$43.06万 | 清仓 |
| SPSB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,527 | -100.0% | -$37.83万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,686 | -100.0% | -$34.80万 | 清仓 |
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | -3,564 | -100.0% | -$32.58万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -2,113 | -100.0% | -$31.42万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -3,251 | -100.0% | -$30.44万 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,945 | -100.0% | -$29.72万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,487 | -100.0% | -$23.71万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,008 | -100.0% | -$23.18万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -431 | -100.0% | -$22.55万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,271 | -100.0% | -$22.17万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,640 | -100.0% | -$21.65万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,116 | -100.0% | -$16.36万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -887 | -100.0% | -$14.23万 | 清仓 |