LODESTAR PRIVATE ASSET MANAGEMENT LLC
ALAMO CA · SEC CIK 0001963040
$10.14亿2026Q1 申报市值
232持仓数
37.8%前十大占比 · 第一大 8.7%
10 / 3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
VTV 加仓+$578.42万
IXUS 加仓+$501.33万
JPIE 加仓+$371.49万
IVV 加仓+$335.29万
VWO 加仓+$223.13万
2026Q1 卖出最多 按季末市值估算
SCHD 减仓-$408.83万
XSOE 减仓-$143.19万
EFG 减仓-$124.72万
VIG 减仓-$68.32万
SCHB 减仓-$61.08万
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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR | $65.91万 | 0.07% | 2,006 | 26 | 1.3% | $8,543 | 加仓 |
| CRM | SALESFORCE INC | $67.25万 | 0.07% | 3,602 | -1,760 | -32.8% | -$32.86万 | 减仓 |
| STIP | ISHARES TR | $67.31万 | 0.07% | 6,508 | 37 | 0.6% | $3,827 | 加仓 |
| IJJ | ISHARES TR | $68.02万 | 0.07% | 5,133 | 6 | 0.1% | $795 | 加仓 |
| ORCL | ORACLE CORP | $68.70万 | 0.07% | 4,670 | -50 | -1.1% | -$7,356 | 减仓 |
| V | VISA INC | $69.18万 | 0.07% | 2,289 | -30 | -1.3% | -$9,067 | 减仓 |
| TSLA | TESLA INC | $69.70万 | 0.07% | 1,875 | -456 | -19.6% | -$16.95万 | 减仓 |
| IWF | ISHARES TR | $70.68万 | 0.07% | 1,658 | -94 | -5.4% | -$4.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.63万 | 0.07% | 2,955 | 71 | 2.5% | $1.72万 | 加仓 |
| ESGU | ISHARES TR | $72.23万 | 0.07% | 5,108 | 3 | 0.1% | $424 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $72.38万 | 0.07% | 14,302 | -1,160 | -7.5% | -$5.87万 | 减仓 |
| JNK | SPDR SERIES TRUST | $72.44万 | 0.07% | 7,568 | 51 | 0.7% | $4,882 | 加仓 |
| CAT | CATERPILLAR INC | $72.48万 | 0.07% | 1,023 | 15 | 1.5% | $1.06万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $72.83万 | 0.07% | 25,880 | 3,190 | 14.1% | $8.98万 | 加仓 |
| CSCO | CISCO SYS INC | $73.01万 | 0.07% | 9,410 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $75.91万 | 0.07% | 5,014 | -23 | -0.5% | -$3,482 | 减仓 |
| SMH | VANECK ETF TRUST | $78.86万 | 0.08% | 2,057 | -77 | -3.6% | -$2.95万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $80.15万 | 0.08% | 17,085 | 11,549 | 208.6% | $54.18万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $80.23万 | 0.08% | 13,096 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $81.24万 | 0.08% | 10,149 | 10,149 | — | $81.24万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $81.39万 | 0.08% | 7,250 | 307 | 4.4% | $3.45万 | 加仓 |
| AGG | ISHARES TR | $83.21万 | 0.08% | 8,382 | 313 | 3.9% | $3.11万 | 加仓 |
| EEM | ISHARES TR | $83.69万 | 0.08% | 14,737 | -215 | -1.4% | -$1.22万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $84.39万 | 0.08% | 1,822 | 350 | 23.8% | $16.21万 | 加仓 |
| HEFA | ISHARES TR | $87.82万 | 0.09% | 20,665 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $87.90万 | 0.09% | 956 | -62 | -6.1% | -$5.70万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $88.70万 | 0.09% | 28,016 | -154 | -0.5% | -$4,876 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $89.34万 | 0.09% | 3,655 | 7 | 0.2% | $1,711 | 加仓 |
| MUB | ISHARES TR | $89.84万 | 0.09% | 8,464 | 22 | 0.3% | $2,335 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $95.21万 | 0.09% | 6,494 | -421 | -6.1% | -$6.17万 | 减仓 |
| ABBV | ABBVIE INC | $96.90万 | 0.10% | 4,456 | -236 | -5.0% | -$5.13万 | 减仓 |
| CVX | CHEVRON CORPORATION | $97.61万 | 0.10% | 4,718 | 47 | 1.0% | $9,724 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $97.87万 | 0.10% | 2,896 | 27 | 0.9% | $9,125 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $98.28万 | 0.10% | 32,223 | 255 | 0.8% | $7,777 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $100.44万 | 0.10% | 21,131 | 2,751 | 15.0% | $13.08万 | 加仓 |
| PFF | ISHARES TR | $102.10万 | 0.10% | 33,673 | -729 | -2.1% | -$2.21万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $102.77万 | 0.10% | 4,810 | -250 | -4.9% | -$5.34万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $102.85万 | 0.10% | 10,875 | -1,924 | -15.0% | -$18.20万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $102.86万 | 0.10% | 14,340 | 384 | 2.8% | $2.75万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $103.42万 | 0.10% | 2,640 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $104.16万 | 0.10% | 14,241 | -59 | -0.4% | -$4,315 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $106.37万 | 0.10% | 22,489 | 695 | 3.2% | $3.29万 | 加仓 |
| WFC | WELLS FARGO & CO | $109.52万 | 0.11% | 13,757 | 1,874 | 15.8% | $14.92万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $113.92万 | 0.11% | 22,852 | 728 | 3.3% | $3.63万 | 加仓 |
| IVE | ISHARES TR | $115.21万 | 0.11% | 5,456 | -45 | -0.8% | -$9,502 | 减仓 |
| WMT | WALMART INC | $119.02万 | 0.12% | 9,577 | 87 | 0.9% | $1.08万 | 加仓 |
| PEP | PEPSICO INC | $119.44万 | 0.12% | 7,691 | -79 | -1.0% | -$1.23万 | 减仓 |
| HD | HOME DEPOT INC | $120.83万 | 0.12% | 3,674 | -205 | -5.3% | -$6.74万 | 减仓 |
| META | META PLATFORMS INC | $121.23万 | 0.12% | 2,119 | -19 | -0.9% | -$1.09万 | 减仓 |
| SDY | SPDR SERIES TRUST | $134.96万 | 0.13% | 9,248 | -420 | -4.3% | -$6.13万 | 减仓 |
| MBB | ISHARES TR | $138.28万 | 0.14% | 14,563 | -2,052 | -12.4% | -$19.48万 | 减仓 |
| SHY | ISHARES TR | $154.39万 | 0.15% | 18,698 | -932 | -4.7% | -$7.70万 | 减仓 |
| VB | VANGUARD INDEX FDS | $158.99万 | 0.16% | 6,070 | 363 | 6.4% | $9.51万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $165.60万 | 0.16% | 56,849 | -2,323 | -3.9% | -$6.77万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $167.16万 | 0.16% | 71,991 | 1,835 | 2.6% | $4.26万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $174.69万 | 0.17% | 5,938 | -4 | -0.1% | -$1,177 | 减仓 |
| INTC | INTEL CORP | $174.86万 | 0.17% | 39,623 | -1,474 | -3.6% | -$6.50万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $179.74万 | 0.18% | 1,804 | -65 | -3.5% | -$6.48万 | 减仓 |
| — | EXXON MOBIL CORP | $180.79万 | 0.18% | 10,656 | -643 | -5.7% | -$10.91万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $186.00万 | 0.18% | 77,924 | 8,549 | 12.3% | $20.41万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $188.50万 | 0.19% | 22,138 | -2,796 | -11.2% | -$23.81万 | 减仓 |
| AOA | ISHARES TR | $209.71万 | 0.21% | 23,698 | 2,296 | 10.7% | $20.32万 | 加仓 |
| ITA | ISHARES TR | $213.28万 | 0.21% | 9,750 | -41 | -0.4% | -$8,969 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $219.79万 | 0.22% | 81,676 | 5,097 | 6.7% | $13.72万 | 加仓 |
| USMV | ISHARES TR | $222.75万 | 0.22% | 24,019 | -3,459 | -12.6% | -$32.08万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $243.00万 | 0.24% | 57,122 | -8,956 | -13.6% | -$38.10万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $250.41万 | 0.25% | 52,474 | -4,281 | -7.5% | -$20.43万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $255.34万 | 0.25% | 77,492 | 4,779 | 6.6% | $15.75万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $256.37万 | 0.25% | 51,324 | 1,546 | 3.1% | $7.72万 | 加仓 |
| VO | VANGUARD INDEX FDS | $258.66万 | 0.26% | 9,007 | 336 | 3.9% | $9.65万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $263.07万 | 0.26% | 17,763 | 103 | 0.6% | $1.53万 | 加仓 |
| GOOG | ALPHABET INC | $268.92万 | 0.27% | 9,375 | 4,306 | 84.9% | $123.52万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $273.26万 | 0.27% | 30,891 | -1,170 | -3.6% | -$10.35万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $295.73万 | 0.29% | 121,851 | 3,964 | 3.4% | $9.62万 | 加仓 |
| CMF | ISHARES TR | $310.08万 | 0.31% | 54,533 | 1,046 | 2.0% | $5.95万 | 加仓 |
| VGT | VANGUARD WORLD FD | $317.77万 | 0.31% | 4,554 | 10 | 0.2% | $6,978 | 加仓 |
| GOOGL | ALPHABET INC | $318.11万 | 0.31% | 11,062 | 327 | 3.0% | $9.40万 | 加仓 |
| IEMG | ISHARES INC | $331.32万 | 0.33% | 47,501 | 6,543 | 16.0% | $45.64万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $332.78万 | 0.33% | 125,058 | 1,869 | 1.5% | $4.97万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $347.70万 | 0.34% | 124,849 | -348 | -0.3% | -$9,692 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $348.78万 | 0.34% | 39,321 | 2,771 | 7.6% | $24.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $349.86万 | 0.35% | 9,451 | 97 | 1.0% | $3.59万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $388.14万 | 0.38% | 22,256 | -475 | -2.1% | -$8.28万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $430.66万 | 0.42% | 8,987 | -192 | -2.1% | -$9.20万 | 减仓 |
| IEFA | ISHARES TR | $445.01万 | 0.44% | 49,157 | 9,482 | 23.9% | $85.84万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $445.31万 | 0.44% | 10,195 | -362 | -3.4% | -$15.81万 | 减仓 |
| IGSB | ISHARES TR | $479.21万 | 0.47% | 91,173 | 2,276 | 2.6% | $11.96万 | 加仓 |
| IWB | ISHARES TR | $492.20万 | 0.49% | 13,804 | 47 | 0.3% | $1.68万 | 加仓 |
| HYG | ISHARES TR | $511.08万 | 0.50% | 64,238 | 4,648 | 7.8% | $36.98万 | 加仓 |
| GLD | SPDR GOLD TR | $574.70万 | 0.57% | 13,356 | -488 | -3.5% | -$21.00万 | 减仓 |
| VV | VANGUARD INDEX FDS | $603.90万 | 0.60% | 20,208 | -327 | -1.6% | -$9.77万 | 减仓 |
| TIP | ISHARES TR | $610.57万 | 0.60% | 55,325 | 2,792 | 5.3% | $30.81万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $616.56万 | 0.61% | 212,022 | 4,462 | 2.1% | $12.98万 | 加仓 |
| IAGG | ISHARES TR | $681.97万 | 0.67% | 136,284 | 3,605 | 2.7% | $18.04万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $700.73万 | 0.69% | 11,361 | 36 | 0.3% | $2.22万 | 加仓 |
| AOM | ISHARES TR | $708.93万 | 0.70% | 149,658 | 7,414 | 5.2% | $35.12万 | 加仓 |
| DGRW | WISDOMTREE TR | $716.78万 | 0.71% | 81,600 | -1,448 | -1.7% | -$12.72万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $722.05万 | 0.71% | 153,367 | 3,257 | 2.2% | $15.33万 | 加仓 |
| EFG | ISHARES TR | $761.22万 | 0.75% | 68,350 | -11,199 | -14.1% | -$124.72万 | 减仓 |
| AOR | ISHARES TR | $812.74万 | 0.80% | 126,300 | 17,110 | 15.7% | $110.10万 | 加仓 |