LODESTAR PRIVATE ASSET MANAGEMENT LLC
ALAMO CA · SEC CIK 0001963040
$11.57亿2026Q2 申报市值
232持仓数
38.7%前十大占比 · 第一大 8.9%
8 / 9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
VTV 加仓+$406.88万
IXUS 加仓+$349.46万
SPAB 加仓+$227.21万
BIV 加仓+$216.72万
VWO 加仓+$195.29万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$256.15万
SCHD 减仓-$185.83万
XSOE 减仓-$133.25万
VGT 减仓-$90.45万
QQQ 减仓-$74.23万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.03亿 | 8.88% | 137,118 | 2,588 | 1.9% | $193.81万 | 加仓 |
| QQQ | INVESCO QQQ TR | $4,751.20万 | 4.11% | 64,519 | -1,008 | -1.5% | -$74.23万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $4,566.33万 | 3.95% | 150,719 | 819 | 0.5% | $24.81万 | 加仓 |
| AAPL | APPLE INC | $4,081.35万 | 3.53% | 141,047 | -2,059 | -1.4% | -$59.58万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $4,036.09万 | 3.49% | 185,201 | 18,670 | 11.2% | $406.88万 | 加仓 |
| IXUS | ISHARES TR | $3,912.10万 | 3.38% | 409,902 | 36,616 | 9.8% | $349.46万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $3,642.19万 | 3.15% | 895,548 | 38,564 | 4.5% | $156.84万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3,599.17万 | 3.11% | 1,410,335 | 89,032 | 6.7% | $227.21万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,974.05万 | 2.57% | 387,752 | 28,255 | 7.9% | $216.72万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,957.69万 | 2.56% | 642,277 | 40,809 | 6.8% | $187.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,803.15万 | 2.42% | 75,753 | 2,831 | 3.9% | $104.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,790.33万 | 2.41% | 117,924 | -1,292 | -1.1% | -$30.57万 | 减仓 |
| IJR | ISHARES TR | $2,527.65万 | 2.19% | 170,430 | 9,406 | 5.8% | $139.50万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,145.61万 | 1.86% | 28,732 | 56 | 0.2% | $4.18万 | 加仓 |
| IBND | SPDR SERIES TRUST | $2,095.23万 | 1.81% | 671,979 | 49,812 | 8.0% | $155.31万 | 加仓 |
| IJH | ISHARES TR | $2,036.32万 | 1.76% | 264,081 | 1,469 | 0.6% | $11.33万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,896.30万 | 1.64% | 317,691 | 32,718 | 11.5% | $195.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,853.34万 | 1.60% | 584,465 | -58,602 | -9.1% | -$185.83万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,824.78万 | 1.58% | 494,924 | 22,723 | 4.8% | $83.78万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,815.41万 | 1.57% | 26,432 | -129 | -0.5% | -$8.86万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,745.11万 | 1.51% | 244,928 | 8,350 | 3.5% | $59.49万 | 加仓 |
| IUSB | ISHARES TR | $1,636.89万 | 1.42% | 354,689 | 37,521 | 11.8% | $173.16万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,629.93万 | 1.41% | 562,821 | -15,262 | -2.6% | -$44.20万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,620.96万 | 1.40% | 550,784 | 4,115 | 0.8% | $12.11万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,591.40万 | 1.38% | 83,529 | -2,130 | -2.5% | -$40.58万 | 减仓 |
| IWM | ISHARES TR | $1,545.72万 | 1.34% | 51,447 | -1,300 | -2.5% | -$39.06万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,377.09万 | 1.19% | 113,415 | 4,781 | 4.4% | $58.05万 | 加仓 |
| DBEF | DBX ETF TR | $1,238.90万 | 1.07% | 226,780 | -1,067 | -0.5% | -$5.83万 | 减仓 |
| AMZN | AMAZON COM INC | $1,082.66万 | 0.94% | 45,425 | -154 | -0.3% | -$3.67万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,061.09万 | 0.92% | 126,697 | -1,508 | -1.2% | -$12.63万 | 减仓 |
| IWR | ISHARES TR | $1,025.57万 | 0.89% | 92,964 | -299 | -0.3% | -$3.30万 | 减仓 |
| EFA | ISHARES TR | $989.96万 | 0.86% | 95,299 | 2,390 | 2.6% | $24.83万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $983.94万 | 0.85% | 355,213 | -10,859 | -3.0% | -$30.08万 | 减仓 |
| AOR | ISHARES TR | $961.28万 | 0.83% | 138,313 | 12,013 | 9.5% | $83.49万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $925.42万 | 0.80% | 191,084 | 5,869 | 3.2% | $28.42万 | 加仓 |
| XSOE | WISDOMTREE TR | $875.83万 | 0.76% | 178,086 | -27,095 | -13.2% | -$133.25万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $816.40万 | 0.71% | 11,608 | 247 | 2.2% | $17.37万 | 加仓 |
| EFG | ISHARES TR | $812.78万 | 0.70% | 65,325 | -3,025 | -4.4% | -$37.64万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $764.41万 | 0.66% | 211,573 | -449 | -0.2% | -$1.62万 | 减仓 |
| DGRW | WISDOMTREE TR | $752.98万 | 0.65% | 78,747 | -2,853 | -3.5% | -$27.28万 | 减仓 |
| AOM | ISHARES TR | $724.72万 | 0.63% | 145,264 | -4,394 | -2.9% | -$21.92万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $710.21万 | 0.61% | 151,302 | -2,065 | -1.3% | -$9.69万 | 减仓 |
| IAGG | ISHARES TR | $709.79万 | 0.61% | 140,274 | 3,990 | 2.9% | $20.19万 | 加仓 |
| GLDM | WORLD GOLD TR | $691.82万 | 0.60% | 87,109 | -713 | -0.8% | -$5.66万 | 减仓 |
| VV | VANGUARD INDEX FDS | $681.06万 | 0.59% | 19,803 | -405 | -2.0% | -$13.93万 | 减仓 |
| TIP | ISHARES TR | $656.62万 | 0.57% | 60,004 | 4,679 | 8.5% | $51.20万 | 加仓 |
| HYG | ISHARES TR | $558.88万 | 0.48% | 69,886 | 5,648 | 8.8% | $45.17万 | 加仓 |
| IWB | ISHARES TR | $558.59万 | 0.48% | 13,641 | -163 | -1.2% | -$6.67万 | 减仓 |
| IEFA | ISHARES TR | $531.01万 | 0.46% | 54,982 | 5,825 | 11.8% | $56.26万 | 加仓 |
| IGSB | ISHARES TR | $493.87万 | 0.43% | 94,232 | 3,059 | 3.4% | $16.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $491.07万 | 0.42% | 57,009 | -4,161 | -6.8% | -$35.84万 | 减仓 |
| GLD | SPDR GOLD TR | $470.31万 | 0.41% | 12,767 | -589 | -4.4% | -$21.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $436.69万 | 0.38% | 21,825 | -431 | -1.9% | -$8.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $431.89万 | 0.37% | 8,631 | -356 | -4.0% | -$17.81万 | 减仓 |
| IEMG | ISHARES INC | $412.78万 | 0.36% | 49,829 | 2,328 | 4.9% | $19.29万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $397.27万 | 0.34% | 41,198 | 1,877 | 4.8% | $18.10万 | 加仓 |
| GOOGL | ALPHABET INC | $388.87万 | 0.34% | 10,881 | -181 | -1.6% | -$6.47万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $378.49万 | 0.33% | 121,702 | -3,147 | -2.5% | -$9.79万 | 减仓 |
| VGT | VANGUARD WORLD FD | $344.99万 | 0.30% | 28,864 | -7,568 | -20.8% | -$90.45万 | 减仓 |
| GOOG | ALPHABET INC | $343.71万 | 0.30% | 9,728 | 353 | 3.8% | $12.47万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $343.19万 | 0.30% | 129,504 | 4,446 | 3.6% | $11.78万 | 加仓 |
| CMF | ISHARES TR | $334.58万 | 0.29% | 58,046 | 3,513 | 6.4% | $20.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $332.86万 | 0.29% | 8,923 | -528 | -5.6% | -$19.70万 | 减仓 |
| VO | VANGUARD INDEX FDS | $303.97万 | 0.26% | 37,727 | 1,699 | 4.7% | $13.69万 | 加仓 |
| INTC | INTEL CORP | $297.10万 | 0.26% | 21,278 | -18,345 | -46.3% | -$256.15万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $296.09万 | 0.26% | 122,656 | 805 | 0.7% | $1.94万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $286.25万 | 0.25% | 30,655 | -236 | -0.8% | -$2.20万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $285.08万 | 0.25% | 78,620 | 1,128 | 1.5% | $4.09万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $273.08万 | 0.24% | 55,413 | -1,709 | -3.0% | -$8.42万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $264.57万 | 0.23% | 52,671 | 1,347 | 2.6% | $6.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $255.06万 | 0.22% | 7,792 | 1,854 | 31.2% | $60.69万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $254.94万 | 0.22% | 87,011 | 5,335 | 6.5% | $15.63万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $254.76万 | 0.22% | 2,640 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $240.61万 | 0.21% | 15,225 | -2,538 | -14.3% | -$40.11万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $219.25万 | 0.19% | 89,454 | 11,530 | 14.8% | $28.26万 | 加仓 |
| AOA | ISHARES TR | $215.02万 | 0.19% | 22,031 | -1,667 | -7.0% | -$16.27万 | 减仓 |
| ITA | ISHARES TR | $213.36万 | 0.18% | 8,801 | -949 | -9.7% | -$23.01万 | 减仓 |
| USMV | ISHARES TR | $211.82万 | 0.18% | 21,960 | -2,059 | -8.6% | -$19.86万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $199.77万 | 0.17% | 4,610 | -200 | -4.2% | -$8.67万 | 减仓 |
| VB | VANGUARD INDEX FDS | $196.76万 | 0.17% | 6,491 | 421 | 6.9% | $12.76万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $188.74万 | 0.16% | 55,773 | -1,076 | -1.9% | -$3.64万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $187.99万 | 0.16% | 19,820 | -2,318 | -10.5% | -$21.99万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $186.61万 | 0.16% | 46,385 | -6,089 | -11.6% | -$24.50万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $176.18万 | 0.15% | 76,169 | 4,178 | 5.8% | $9.66万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $167.26万 | 0.14% | 1,788 | -16 | -0.9% | -$1.50万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $153.48万 | 0.13% | 2,642 | 55 | 2.1% | $3.20万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $151.56万 | 0.13% | 9,552 | 3,058 | 47.1% | $48.52万 | 加仓 |
| SHY | ISHARES TR | $149.00万 | 0.13% | 18,147 | -551 | -2.9% | -$4.52万 | 减仓 |
| — | EXXON MOBIL CORP | $143.04万 | 0.12% | 10,462 | -194 | -1.8% | -$2.65万 | 减仓 |
| SDY | SPDR SERIES TRUST | $139.76万 | 0.12% | 9,184 | -64 | -0.7% | -$9,739 | 减仓 |
| SMH | VANECK ETF TRUST | $138.84万 | 0.12% | 2,117 | 60 | 2.9% | $3.94万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $138.78万 | 0.12% | 2,906 | 10 | 0.3% | $4,776 | 加仓 |
| SOXX | ISHARES TR | $134.92万 | 0.12% | 2,106 | 100 | 5.0% | $6.41万 | 加仓 |
| MBB | ISHARES TR | $130.02万 | 0.11% | 13,756 | -807 | -5.5% | -$7.63万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $128.86万 | 0.11% | 4,666 | -201 | -4.1% | -$5.55万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $128.20万 | 0.11% | 36,827 | 4,604 | 14.3% | $16.03万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $127.23万 | 0.11% | 24,571 | 7,486 | 43.8% | $38.76万 | 加仓 |
| HD | HOME DEPOT INC | $122.85万 | 0.11% | 3,483 | -191 | -5.2% | -$6.74万 | 减仓 |
| IVE | ISHARES TR | $121.46万 | 0.11% | 5,349 | -107 | -2.0% | -$2.43万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $121.20万 | 0.10% | 14,719 | 379 | 2.6% | $3.12万 | 加仓 |