Lakeside Advisors, INC.
SEATTLE WA · SEC CIK 0001913467
$1.50亿2026Q1 申报市值
65持仓数
63.6%前十大占比 · 第一大 20.9%
3 / 1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
CGSM 加仓+$56.50万
FEOE 新建仓+$49.96万
ACHV 新建仓+$32.66万
FRDM 新建仓+$32.13万
VIG 加仓+$6.45万
2026Q1 卖出最多 按季末市值估算
GUINNESS ATKINSO 清仓-$22.66万
COST 减仓-$21.62万
USB 减仓-$17.02万
MSFT 减仓-$13.36万
GEV 减仓-$13.09万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $3,133.01万 | 20.91% | 84,637 | -361 | -0.4% | -$13.36万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,350.63万 | 9.01% | 28,185 | -10 | -0.0% | -$4,792 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,294.37万 | 8.64% | 12,990 | -217 | -1.6% | -$21.62万 | 减仓 |
| NUE | NUCOR CORP | $787.07万 | 5.25% | 46,545 | -132 | -0.3% | -$2.23万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $560.55万 | 3.74% | 17,473 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $542.75万 | 3.62% | 37,576 | 92 | 0.2% | $1.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $529.24万 | 3.53% | 21,651 | -138 | -0.6% | -$3.37万 | 减仓 |
| USB | US BANCORP | $467.57万 | 3.12% | 89,900 | -3,273 | -3.5% | -$17.02万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $440.62万 | 2.94% | 30,763 | -140 | -0.5% | -$2.01万 | 减仓 |
| WM | WASTE MGMT INC DEL | $421.33万 | 2.81% | 18,335 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $392.13万 | 2.62% | 33,950 | -103 | -0.3% | -$1.19万 | 减仓 |
| ABBV | ABBVIE INC | $340.94万 | 2.28% | 15,676 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $321.57万 | 2.15% | 22,142 | -94 | -0.4% | -$1.37万 | 减仓 |
| GE | GE AEROSPACE | $317.55万 | 2.12% | 11,190 | -113 | -1.0% | -$3.21万 | 减仓 |
| — | EXXON MOBIL CORP | $230.36万 | 1.54% | 13,577 | -8 | -0.1% | -$1,357 | 减仓 |
| NVDA | NVIDIA CORPORATION | $203.87万 | 1.36% | 11,690 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $201.61万 | 1.35% | 7,944 | -100 | -1.2% | -$2.54万 | 减仓 |
| KR | KROGER CO | $200.14万 | 1.34% | 27,659 | -99 | -0.4% | -$7,164 | 减仓 |
| T | AT&T INC | $192.25万 | 1.28% | 66,316 | -3,298 | -4.7% | -$9.56万 | 减仓 |
| SBUX | STARBUCKS CORP | $188.63万 | 1.26% | 21,055 | -190 | -0.9% | -$1.70万 | 减仓 |
| GEV | GE VERNOVA INC | $176.76万 | 1.18% | 2,025 | -150 | -6.9% | -$13.09万 | 减仓 |
| HD | HOME DEPOT INC | $143.89万 | 0.96% | 4,375 | -100 | -2.2% | -$3.29万 | 减仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $143.32万 | 0.96% | 53,250 | -1,250 | -2.3% | -$3.36万 | 减仓 |
| CAT | CATERPILLAR INC | $127.75万 | 0.85% | 1,803 | 15 | 0.8% | $1.06万 | 加仓 |
| MCD | MCDONALDS CORP | $123.94万 | 0.83% | 3,988 | -130 | -3.2% | -$4.04万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $123.19万 | 0.82% | 8,839 | -261 | -2.9% | -$3.64万 | 减仓 |
| CB | CHUBB LTD SWITZ | $122.81万 | 0.82% | 3,768 | -100 | -2.6% | -$3.26万 | 减仓 |
| FDX | FEDEX CORP | $108.24万 | 0.72% | 3,039 | 21 | 0.7% | $7,480 | 加仓 |
| MDT | MEDTRONIC PLC | $102.77万 | 0.69% | 11,860 | -93 | -0.8% | -$8,058 | 减仓 |
| CSX | CSX CORP | $88.67万 | 0.59% | 21,600 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $86.72万 | 0.58% | 33,000 | 21,500 | 187.0% | $56.50万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $84.78万 | 0.57% | 3,036 | -3 | -0.1% | -$838 | 减仓 |
| VOO | VANGUARD INDEX FDS | $81.27万 | 0.54% | 1,360 | 55 | 4.2% | $3.29万 | 加仓 |
| LOW | LOWES COS INC | $75.89万 | 0.51% | 3,212 | 0 | 0.0% | — | 不变 |
| MUST | COLUMBIA ETF TR I | $74.53万 | 0.50% | 36,340 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $70.06万 | 0.47% | 3,520 | 30 | 0.9% | $5,971 | 加仓 |
| EXC | EXELON CORP | $66.71万 | 0.45% | 13,608 | -250 | -1.8% | -$1.23万 | 减仓 |
| CSCO | CISCO SYS INC | $65.25万 | 0.44% | 8,409 | -119 | -1.4% | -$9,233 | 减仓 |
| NVO | NOVO-NORDISK A S | $58.62万 | 0.39% | 15,950 | -1,350 | -7.8% | -$4.96万 | 减仓 |
| WFC | WELLS FARGO & CO | $58.31万 | 0.39% | 7,325 | -200 | -2.7% | -$1.59万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.81万 | 0.39% | 2,688 | 300 | 12.6% | $6.45万 | 加仓 |
| GOOG | ALPHABET INC | $55.48万 | 0.37% | 1,934 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $49.96万 | 0.33% | 9,900 | 9,900 | — | $49.96万 | 新建仓 |
| LLY | ELI LILLY & CO | $48.01万 | 0.32% | 522 | 10 | 2.0% | $9,198 | 加仓 |
| AMGN | AMGEN INC | $47.25万 | 0.32% | 1,343 | 3 | 0.2% | $1,055 | 加仓 |
| AMZN | AMAZON COM INC | $45.82万 | 0.31% | 2,200 | 280 | 14.6% | $5.83万 | 加仓 |
| — | GUINNESS ATKINSON FDS | $45.53万 | 0.30% | 15,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $41.45万 | 0.28% | 2,003 | 1 | 0.0% | $207 | 加仓 |
| QCOM | QUALCOMM INC | $38.72万 | 0.26% | 3,007 | 3 | 0.1% | $386 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $38.46万 | 0.26% | 10,600 | 1,000 | 10.4% | $3.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $37.25万 | 0.25% | 1,266 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $32.89万 | 0.22% | 1,614 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $32.73万 | 0.22% | 5,678 | 0 | 0.0% | — | 不变 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $32.66万 | 0.22% | 111,101 | 111,101 | — | $32.66万 | 新建仓 |
| FRDM | EA SERIES TRUST | $32.13万 | 0.21% | 5,879 | 5,879 | — | $32.13万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $30.68万 | 0.20% | 4,310 | -87 | -2.0% | -$6,193 | 减仓 |
| SOLV | SOLVENTUM CORP | $30.32万 | 0.20% | 4,643 | -235 | -4.8% | -$1.53万 | 减仓 |
| TSLA | TESLA INC | $28.62万 | 0.19% | 770 | 15 | 2.0% | $5,576 | 加仓 |
| PFE | PFIZER INC | $28.33万 | 0.19% | 10,090 | 4 | 0.0% | $112 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.64万 | 0.18% | 4,557 | 2 | 0.0% | $121 | 加仓 |
| — | GUINNESS ATKINSON FDS | $27.04万 | 0.18% | 8,802 | 0 | 0.0% | — | 不变 |
| — | INVESTMENT MANAGERS SER TR I | $23.69万 | 0.16% | 4,550 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC | $23.58万 | 0.16% | 7,509 | -241 | -3.1% | -$7,567 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.00万 | 0.15% | 4,382 | -804 | -15.5% | -$4.04万 | 重新持有 |
| — | MICROVISION INC DEL | $6.58万 | 0.04% | 102,638 | 0 | 0.0% | — | 不变 |
| — | GUINNESS ATKINSON FDS | $0 | 0.00% | 0 | -12,500 | -100.0% | -$22.66万 | 清仓 |