Lakeside Advisors, INC.
SEATTLE WA · SEC CIK 0001913467
$1.59亿2026Q2 申报市值
65持仓数
62.7%前十大占比 · 第一大 19.6%
4 / 4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
JPLD 新建仓+$54.80万
VIG 加仓+$51.46万
CGSM 加仓+$31.66万
FEOE 加仓+$27.77万
XLE 新建仓+$24.96万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$37.41万
ACHV 清仓-$32.66万
SOLV 清仓-$30.32万
GUINNESS ATKINSO 清仓-$27.04万
NUE 减仓-$26.62万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ACHV | ACHIEVE LIFE SCIENCE INC | $0 | 0.00% | 0 | -111,101 | -100.0% | -$32.66万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -4,643 | -100.0% | -$30.32万 | 清仓 |
| — | GUINNESS ATKINSON FDS | $0 | 0.00% | 0 | -8,802 | -100.0% | -$27.04万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,382 | -100.0% | -$22.00万 | 清仓 |
| — | MICROVISION INC DEL | $3.36万 | 0.02% | 102,638 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $20.40万 | 0.13% | 550 | 550 | — | $20.40万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $22.15万 | 0.14% | 1,467 | 1,467 | — | $22.15万 | 新建仓 |
| PFE | PFIZER INC | $24.79万 | 0.16% | 10,293 | 203 | 2.0% | $4,888 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $24.96万 | 0.16% | 4,700 | 4,700 | — | $24.96万 | 新建仓 |
| WAFD | WAFD INC | $26.16万 | 0.16% | 6,818 | -691 | -9.2% | -$2.65万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $27.59万 | 0.17% | 4,310 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.71万 | 0.17% | 4,809 | 252 | 5.5% | $1.45万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $29.42万 | 0.19% | 4,550 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $32.39万 | 0.20% | 770 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $32.84万 | 0.21% | 5,678 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $33.22万 | 0.21% | 2,004 | 1 | 0.0% | $166 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $35.38万 | 0.22% | 1,614 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $41.47万 | 0.26% | 1,267 | 1 | 0.1% | $327 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $42.55万 | 0.27% | 10,600 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $48.73万 | 0.31% | 1,346 | 3 | 0.2% | $1,086 | 加仓 |
| — | GUINNESS ATKINSON FDS | $49.17万 | 0.31% | 15,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $52.43万 | 0.33% | 2,200 | 0 | 0.0% | — | 不变 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $54.80万 | 0.34% | 10,500 | 10,500 | — | $54.80万 | 新建仓 |
| FRDM | EA SERIES TRUST | $55.25万 | 0.35% | 7,579 | 1,700 | 28.9% | $12.39万 | 加仓 |
| QCOM | QUALCOMM INC | $55.59万 | 0.35% | 3,008 | 1 | 0.0% | $185 | 加仓 |
| WFC | WELLS FARGO & CO | $58.88万 | 0.37% | 7,125 | -200 | -2.7% | -$1.65万 | 减仓 |
| EXC | EXELON CORP | $59.24万 | 0.37% | 12,708 | -900 | -6.6% | -$4.20万 | 减仓 |
| LLY | ELI LILLY & CO | $62.61万 | 0.39% | 522 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $68.33万 | 0.43% | 1,934 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $70.82万 | 0.45% | 3,212 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $73.77万 | 0.46% | 2,970 | -66 | -2.2% | -$1.64万 | 减仓 |
| MUST | COLUMBIA ETF TR I | $75.59万 | 0.48% | 36,340 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $76.20万 | 0.48% | 3,520 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $76.46万 | 0.48% | 15,950 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $80.63万 | 0.51% | 15,100 | 5,200 | 52.5% | $27.77万 | 加仓 |
| MDT | MEDTRONIC PLC | $90.49万 | 0.57% | 11,568 | -292 | -2.5% | -$2.28万 | 减仓 |
| FDX | FEDEX CORP | $92.03万 | 0.58% | 2,939 | -100 | -3.3% | -$3.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $96.02万 | 0.60% | 1,398 | 38 | 2.8% | $2.61万 | 加仓 |
| CSCO | CISCO SYS INC | $98.82万 | 0.62% | 8,413 | 4 | 0.0% | $470 | 加仓 |
| MCD | MCDONALDS CORP | $102.39万 | 0.64% | 3,788 | -200 | -5.0% | -$5.41万 | 减仓 |
| CSX | CSX CORP | $102.66万 | 0.65% | 21,600 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $111.68万 | 0.70% | 8,840 | 1 | 0.0% | $126 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $115.07万 | 0.72% | 4,863 | 2,175 | 80.9% | $51.46万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $118.73万 | 0.75% | 45,000 | 12,000 | 36.4% | $31.66万 | 加仓 |
| CB | CHUBB LIMITED | $128.39万 | 0.81% | 3,768 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $135.62万 | 0.85% | 65,519 | -797 | -1.2% | -$1.65万 | 减仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $148.91万 | 0.94% | 52,250 | -1,000 | -1.9% | -$2.85万 | 减仓 |
| KR | KROGER CO | $150.99万 | 0.95% | 27,191 | -468 | -1.7% | -$2.60万 | 减仓 |
| HD | HOME DEPOT INC | $154.30万 | 0.97% | 4,375 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $184.30万 | 1.16% | 13,480 | -97 | -0.7% | -$1.33万 | 减仓 |
| CAT | CATERPILLAR INC | $192.05万 | 1.21% | 1,804 | 1 | 0.1% | $1,065 | 加仓 |
| SBUX | STARBUCKS CORP | $214.25万 | 1.35% | 20,966 | -89 | -0.4% | -$9,095 | 减仓 |
| AAPL | APPLE INC | $229.86万 | 1.45% | 7,944 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $233.91万 | 1.47% | 11,690 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $237.91万 | 1.50% | 2,025 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $351.30万 | 2.21% | 21,697 | -445 | -2.0% | -$7.21万 | 减仓 |
| ABBV | ABBVIE INC | $386.92万 | 2.44% | 15,376 | -300 | -1.9% | -$7.55万 | 减仓 |
| WM | WASTE MGMT INC DEL | $400.88万 | 2.52% | 17,986 | -349 | -1.9% | -$7.78万 | 减仓 |
| PCAR | PACCAR INC | $410.78万 | 2.59% | 34,197 | 247 | 0.7% | $2.97万 | 加仓 |
| GE | GE AEROSPACE | $418.22万 | 2.63% | 11,190 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $495.81万 | 3.12% | 30,422 | -341 | -1.1% | -$5.56万 | 减仓 |
| USB | US BANCORP | $537.61万 | 3.38% | 89,008 | -892 | -1.0% | -$5.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $549.58万 | 3.46% | 21,640 | -11 | -0.1% | -$2,794 | 减仓 |
| PG | PROCTER & GAMBLE CO | $552.56万 | 3.48% | 37,682 | 106 | 0.3% | $1.55万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $646.57万 | 4.07% | 17,473 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $1,010.16万 | 6.36% | 45,350 | -1,195 | -2.6% | -$26.62万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,204.43万 | 7.58% | 12,875 | -115 | -0.9% | -$10.76万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,418.11万 | 8.93% | 28,340 | 155 | 0.5% | $7.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,119.71万 | 19.64% | 83,634 | -1,003 | -1.2% | -$37.41万 | 减仓 |