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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $68.91万 | 0.06% | 597 | 597 | — | $68.91万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $70.52万 | 0.06% | 2,068 | -100 | -4.6% | -$3.41万 | 减仓 |
| ORCL | ORACLE CORP | $70.71万 | 0.06% | 4,825 | 155 | 3.3% | $2.27万 | 加仓 |
| IJJ | ISHARES TR | $70.87万 | 0.06% | 4,797 | -336 | -6.5% | -$4.96万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $72.12万 | 0.06% | 18,950 | -289 | -1.5% | -$1.10万 | 减仓 |
| JNK | SPDR SERIES TRUST | $73.47万 | 0.06% | 7,623 | 55 | 0.7% | $5,301 | 加仓 |
| IWF | ISHARES TR | $74.63万 | 0.06% | 6,010 | -622 | -9.4% | -$7.72万 | 减仓 |
| GEV | GE VERNOVA INC | $76.01万 | 0.07% | 647 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $77.38万 | 0.07% | 14,570 | 1,474 | 11.3% | $7.83万 | 加仓 |
| DVY | ISHARES TR | $77.61万 | 0.07% | 4,965 | -49 | -1.0% | -$7,659 | 减仓 |
| V | VISA INC | $78.70万 | 0.07% | 2,294 | 5 | 0.2% | $1,715 | 加仓 |
| ESGU | ISHARES TR | $81.18万 | 0.07% | 4,960 | -148 | -2.9% | -$2.42万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $81.28万 | 0.07% | 5,700 | -200 | -3.4% | -$2.85万 | 减仓 |
| GLW | CORNING INC | $81.58万 | 0.07% | 3,194 | -3 | -0.1% | -$766 | 减仓 |
| AGG | ISHARES TR | $82.38万 | 0.07% | 8,323 | -59 | -0.7% | -$5,840 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.92万 | 0.07% | 2,949 | -6 | -0.2% | -$1,687 | 减仓 |
| MUB | ISHARES TR | $85.05万 | 0.07% | 7,903 | -561 | -6.6% | -$6.04万 | 减仓 |
| TSLA | TESLA INC | $88.37万 | 0.08% | 2,101 | 226 | 12.1% | $9.51万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $88.99万 | 0.08% | 28,046 | 30 | 0.1% | $952 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $93.03万 | 0.08% | 3,663 | 8 | 0.2% | $2,032 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $93.04万 | 0.08% | 1,781 | -41 | -2.3% | -$2.14万 | 减仓 |
| IGV | ISHARES TR | $94.38万 | 0.08% | 10,417 | 268 | 2.6% | $2.43万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $97.67万 | 0.08% | 8,952 | -1,923 | -17.7% | -$20.98万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $98.84万 | 0.09% | 28,955 | 3,075 | 11.9% | $10.50万 | 加仓 |
| EEM | ISHARES TR | $100.05万 | 0.09% | 14,625 | -112 | -0.8% | -$7,662 | 减仓 |
| CAT | CATERPILLAR INC | $102.02万 | 0.09% | 958 | -65 | -6.4% | -$6.92万 | 减仓 |
| WFC | WELLS FARGO & CO | $102.63万 | 0.09% | 12,419 | -1,338 | -9.7% | -$11.06万 | 减仓 |
| PEP | PEPSICO INC | $103.93万 | 0.09% | 7,676 | -15 | -0.2% | -$2,031 | 减仓 |
| ESGV | VANGUARD WORLD FD | $104.06万 | 0.09% | 7,869 | 619 | 8.5% | $8.19万 | 加仓 |
| PFF | ISHARES TR | $104.43万 | 0.09% | 34,250 | 577 | 1.7% | $1.76万 | 加仓 |
| WMT | WALMART INC | $105.27万 | 0.09% | 9,295 | -282 | -2.9% | -$3.19万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $105.43万 | 0.09% | 22,362 | -127 | -0.6% | -$5,987 | 减仓 |
| ABBV | ABBVIE INC | $105.63万 | 0.09% | 4,198 | -258 | -5.8% | -$6.49万 | 减仓 |
| LLY | ELI LILLY & CO | $105.64万 | 0.09% | 881 | -75 | -7.8% | -$8.99万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $106.27万 | 0.09% | 14,188 | -53 | -0.4% | -$3,970 | 减仓 |
| CSCO | CISCO SYS INC | $107.65万 | 0.09% | 9,165 | -245 | -2.6% | -$2.88万 | 减仓 |
| HEFA | ISHARES TR | $109.52万 | 0.09% | 23,340 | 2,675 | 12.9% | $12.55万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $110.17万 | 0.10% | 20,390 | -741 | -3.5% | -$4.00万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $111.13万 | 0.10% | 22,146 | -706 | -3.1% | -$3.54万 | 减仓 |
| META | META PLATFORMS INC | $117.17万 | 0.10% | 2,080 | -39 | -1.8% | -$2.20万 | 减仓 |
| CVX | CHEVRON CORPORATION | $120.21万 | 0.10% | 7,252 | 2,534 | 53.7% | $42.00万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $121.20万 | 0.10% | 14,719 | 379 | 2.6% | $3.12万 | 加仓 |
| IVE | ISHARES TR | $121.46万 | 0.11% | 5,349 | -107 | -2.0% | -$2.43万 | 减仓 |
| HD | HOME DEPOT INC | $122.85万 | 0.11% | 3,483 | -191 | -5.2% | -$6.74万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $127.23万 | 0.11% | 24,571 | 7,486 | 43.8% | $38.76万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $128.20万 | 0.11% | 36,827 | 4,604 | 14.3% | $16.03万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $128.86万 | 0.11% | 4,666 | -201 | -4.1% | -$5.55万 | 减仓 |
| MBB | ISHARES TR | $130.02万 | 0.11% | 13,756 | -807 | -5.5% | -$7.63万 | 减仓 |
| SOXX | ISHARES TR | $134.92万 | 0.12% | 2,106 | 100 | 5.0% | $6.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $138.78万 | 0.12% | 2,906 | 10 | 0.3% | $4,776 | 加仓 |
| SMH | VANECK ETF TRUST | $138.84万 | 0.12% | 2,117 | 60 | 2.9% | $3.94万 | 加仓 |
| SDY | SPDR SERIES TRUST | $139.76万 | 0.12% | 9,184 | -64 | -0.7% | -$9,739 | 减仓 |
| — | EXXON MOBIL CORP | $143.04万 | 0.12% | 10,462 | -194 | -1.8% | -$2.65万 | 减仓 |
| SHY | ISHARES TR | $149.00万 | 0.13% | 18,147 | -551 | -2.9% | -$4.52万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $151.56万 | 0.13% | 9,552 | 3,058 | 47.1% | $48.52万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $153.48万 | 0.13% | 2,642 | 55 | 2.1% | $3.20万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $167.26万 | 0.14% | 1,788 | -16 | -0.9% | -$1.50万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $176.18万 | 0.15% | 76,169 | 4,178 | 5.8% | $9.66万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $186.61万 | 0.16% | 46,385 | -6,089 | -11.6% | -$24.50万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $187.99万 | 0.16% | 19,820 | -2,318 | -10.5% | -$21.99万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $188.74万 | 0.16% | 55,773 | -1,076 | -1.9% | -$3.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $196.76万 | 0.17% | 6,491 | 421 | 6.9% | $12.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $199.77万 | 0.17% | 4,610 | -200 | -4.2% | -$8.67万 | 减仓 |
| USMV | ISHARES TR | $211.82万 | 0.18% | 21,960 | -2,059 | -8.6% | -$19.86万 | 减仓 |
| ITA | ISHARES TR | $213.36万 | 0.18% | 8,801 | -949 | -9.7% | -$23.01万 | 减仓 |
| AOA | ISHARES TR | $215.02万 | 0.19% | 22,031 | -1,667 | -7.0% | -$16.27万 | 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 |
| VYM | VANGUARD WHITEHALL FDS | $240.61万 | 0.21% | 15,225 | -2,538 | -14.3% | -$40.11万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $254.76万 | 0.22% | 2,640 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $254.94万 | 0.22% | 87,011 | 5,335 | 6.5% | $15.63万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $255.06万 | 0.22% | 7,792 | 1,854 | 31.2% | $60.69万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $264.57万 | 0.23% | 52,671 | 1,347 | 2.6% | $6.77万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $273.08万 | 0.24% | 55,413 | -1,709 | -3.0% | -$8.42万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $285.08万 | 0.25% | 78,620 | 1,128 | 1.5% | $4.09万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $286.25万 | 0.25% | 30,655 | -236 | -0.8% | -$2.20万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $296.09万 | 0.26% | 122,656 | 805 | 0.7% | $1.94万 | 加仓 |
| INTC | INTEL CORP | $297.10万 | 0.26% | 21,278 | -18,345 | -46.3% | -$256.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $303.97万 | 0.26% | 37,727 | 1,699 | 4.7% | $13.69万 | 加仓 |
| MSFT | MICROSOFT CORP | $332.86万 | 0.29% | 8,923 | -528 | -5.6% | -$19.70万 | 减仓 |
| CMF | ISHARES TR | $334.58万 | 0.29% | 58,046 | 3,513 | 6.4% | $20.25万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $343.19万 | 0.30% | 129,504 | 4,446 | 3.6% | $11.78万 | 加仓 |
| GOOG | ALPHABET INC | $343.71万 | 0.30% | 9,728 | 353 | 3.8% | $12.47万 | 加仓 |
| VGT | VANGUARD WORLD FD | $344.99万 | 0.30% | 28,864 | -7,568 | -20.8% | -$90.45万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $378.49万 | 0.33% | 121,702 | -3,147 | -2.5% | -$9.79万 | 减仓 |
| GOOGL | ALPHABET INC | $388.87万 | 0.34% | 10,881 | -181 | -1.6% | -$6.47万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $397.27万 | 0.34% | 41,198 | 1,877 | 4.8% | $18.10万 | 加仓 |
| IEMG | ISHARES INC | $412.78万 | 0.36% | 49,829 | 2,328 | 4.9% | $19.29万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $431.89万 | 0.37% | 8,631 | -356 | -4.0% | -$17.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $436.69万 | 0.38% | 21,825 | -431 | -1.9% | -$8.62万 | 减仓 |
| GLD | SPDR GOLD TR | $470.31万 | 0.41% | 12,767 | -589 | -4.4% | -$21.70万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $491.07万 | 0.42% | 57,009 | -4,161 | -6.8% | -$35.84万 | 减仓 |
| IGSB | ISHARES TR | $493.87万 | 0.43% | 94,232 | 3,059 | 3.4% | $16.03万 | 加仓 |
| IEFA | ISHARES TR | $531.01万 | 0.46% | 54,982 | 5,825 | 11.8% | $56.26万 | 加仓 |
| IWB | ISHARES TR | $558.59万 | 0.48% | 13,641 | -163 | -1.2% | -$6.67万 | 减仓 |
| HYG | ISHARES TR | $558.88万 | 0.48% | 69,886 | 5,648 | 8.8% | $45.17万 | 加仓 |
| TIP | ISHARES TR | $656.62万 | 0.57% | 60,004 | 4,679 | 8.5% | $51.20万 | 加仓 |
| VV | VANGUARD INDEX FDS | $681.06万 | 0.59% | 19,803 | -405 | -2.0% | -$13.93万 | 减仓 |
| GLDM | WORLD GOLD TR | $691.82万 | 0.60% | 87,109 | -713 | -0.8% | -$5.66万 | 减仓 |
| IAGG | ISHARES TR | $709.79万 | 0.61% | 140,274 | 3,990 | 2.9% | $20.19万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $710.21万 | 0.61% | 151,302 | -2,065 | -1.3% | -$9.69万 | 减仓 |