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 |
|---|---|---|---|---|---|---|---|---|
| GLDM | WORLD GOLD TR | $814.02万 | 0.80% | 87,822 | -3,391 | -3.7% | -$31.43万 | 减仓 |
| XSOE | WISDOMTREE TR | $822.78万 | 0.81% | 205,181 | -35,707 | -14.8% | -$143.19万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $889.96万 | 0.88% | 185,215 | 3,959 | 2.2% | $19.02万 | 加仓 |
| EFA | ISHARES TR | $902.42万 | 0.89% | 92,909 | 944 | 1.0% | $9.17万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $906.03万 | 0.89% | 366,072 | -4,013 | -1.1% | -$9.93万 | 减仓 |
| IWR | ISHARES TR | $906.80万 | 0.89% | 93,263 | -2,598 | -2.7% | -$25.26万 | 减仓 |
| AMZN | AMAZON COM INC | $949.27万 | 0.94% | 45,579 | -1,014 | -2.2% | -$21.12万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $962.82万 | 0.95% | 128,205 | 9,203 | 7.7% | $69.11万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,088.18万 | 1.07% | 108,634 | 2,549 | 2.4% | $25.53万 | 加仓 |
| DBEF | DBX ETF TR | $1,125.56万 | 1.11% | 227,847 | -1,258 | -0.5% | -$6.21万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,138.41万 | 1.12% | 85,659 | 197 | 0.2% | $2.62万 | 加仓 |
| IWM | ISHARES TR | $1,308.14万 | 1.29% | 52,747 | -247 | -0.5% | -$6.13万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,401.66万 | 1.38% | 546,669 | 24,492 | 4.7% | $62.80万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,450.99万 | 1.43% | 578,083 | -24,333 | -4.0% | -$61.08万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,461.93万 | 1.44% | 472,201 | 22,462 | 5.0% | $69.54万 | 加仓 |
| IUSB | ISHARES TR | $1,465.00万 | 1.44% | 317,168 | 25,697 | 8.8% | $118.69万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,515.99万 | 1.50% | 236,578 | 8,243 | 3.6% | $52.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,540.28万 | 1.52% | 284,973 | 41,282 | 16.9% | $223.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,587.16万 | 1.57% | 26,561 | 568 | 2.2% | $33.94万 | 加仓 |
| IJH | ISHARES TR | $1,773.42万 | 1.75% | 262,612 | -1,285 | -0.5% | -$8.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,864.89万 | 1.84% | 28,676 | 287 | 1.0% | $18.66万 | 加仓 |
| IBND | SPDR SERIES TRUST | $1,933.69万 | 1.91% | 622,167 | 59,534 | 10.6% | $185.03万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,972.93万 | 1.95% | 643,067 | -133,255 | -17.2% | -$408.83万 | 减仓 |
| IJR | ISHARES TR | $2,001.69万 | 1.97% | 161,024 | 8,571 | 5.6% | $106.55万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,339.41万 | 2.31% | 72,922 | 803 | 1.1% | $25.76万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,563.86万 | 2.53% | 119,216 | -3,177 | -2.6% | -$68.32万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,770.96万 | 2.73% | 601,468 | 80,635 | 15.5% | $371.49万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,774.60万 | 2.74% | 359,497 | 26,287 | 7.9% | $202.88万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $3,135.70万 | 3.09% | 856,984 | 22,990 | 2.8% | $84.12万 | 加仓 |
| IXUS | ISHARES TR | $3,234.15万 | 3.19% | 373,286 | 57,864 | 18.3% | $501.33万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,267.34万 | 3.22% | 166,531 | 29,481 | 21.5% | $578.42万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3,385.18万 | 3.34% | 1,321,303 | 67,071 | 5.3% | $171.84万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,561.92万 | 3.51% | 149,900 | 4,491 | 3.1% | $106.71万 | 加仓 |
| AAPL | APPLE INC | $3,631.89万 | 3.58% | 143,106 | -916 | -0.6% | -$23.25万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,782.08万 | 3.73% | 65,527 | -663 | -1.0% | -$38.27万 | 减仓 |
| IVV | ISHARES TR | $8,787.62万 | 8.67% | 134,530 | 5,133 | 4.0% | $335.29万 | 加仓 |