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 |
|---|---|---|---|---|---|---|---|---|
| AOM | ISHARES TR | $724.72万 | 0.63% | 145,264 | -4,394 | -2.9% | -$21.92万 | 减仓 |
| DGRW | WISDOMTREE TR | $752.98万 | 0.65% | 78,747 | -2,853 | -3.5% | -$27.28万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $764.41万 | 0.66% | 211,573 | -449 | -0.2% | -$1.62万 | 减仓 |
| EFG | ISHARES TR | $812.78万 | 0.70% | 65,325 | -3,025 | -4.4% | -$37.64万 | 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 |
| XSOE | WISDOMTREE TR | $875.83万 | 0.76% | 178,086 | -27,095 | -13.2% | -$133.25万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $925.42万 | 0.80% | 191,084 | 5,869 | 3.2% | $28.42万 | 加仓 |
| AOR | ISHARES TR | $961.28万 | 0.83% | 138,313 | 12,013 | 9.5% | $83.49万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $983.94万 | 0.85% | 355,213 | -10,859 | -3.0% | -$30.08万 | 减仓 |
| EFA | ISHARES TR | $989.96万 | 0.86% | 95,299 | 2,390 | 2.6% | $24.83万 | 加仓 |
| IWR | ISHARES TR | $1,025.57万 | 0.89% | 92,964 | -299 | -0.3% | -$3.30万 | 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 |
| AMZN | AMAZON COM INC | $1,082.66万 | 0.94% | 45,425 | -154 | -0.3% | -$3.67万 | 减仓 |
| DBEF | DBX ETF TR | $1,238.90万 | 1.07% | 226,780 | -1,067 | -0.5% | -$5.83万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,377.09万 | 1.19% | 113,415 | 4,781 | 4.4% | $58.05万 | 加仓 |
| IWM | ISHARES TR | $1,545.72万 | 1.34% | 51,447 | -1,300 | -2.5% | -$39.06万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,591.40万 | 1.38% | 83,529 | -2,130 | -2.5% | -$40.58万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,620.96万 | 1.40% | 550,784 | 4,115 | 0.8% | $12.11万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,629.93万 | 1.41% | 562,821 | -15,262 | -2.6% | -$44.20万 | 减仓 |
| IUSB | ISHARES TR | $1,636.89万 | 1.42% | 354,689 | 37,521 | 11.8% | $173.16万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,745.11万 | 1.51% | 244,928 | 8,350 | 3.5% | $59.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,815.41万 | 1.57% | 26,432 | -129 | -0.5% | -$8.86万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,824.78万 | 1.58% | 494,924 | 22,723 | 4.8% | $83.78万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,853.34万 | 1.60% | 584,465 | -58,602 | -9.1% | -$185.83万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,896.30万 | 1.64% | 317,691 | 32,718 | 11.5% | $195.29万 | 加仓 |
| IJH | ISHARES TR | $2,036.32万 | 1.76% | 264,081 | 1,469 | 0.6% | $11.33万 | 加仓 |
| IBND | SPDR SERIES TRUST | $2,095.23万 | 1.81% | 671,979 | 49,812 | 8.0% | $155.31万 | 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 |
| IJR | ISHARES TR | $2,527.65万 | 2.19% | 170,430 | 9,406 | 5.8% | $139.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,790.33万 | 2.41% | 117,924 | -1,292 | -1.1% | -$30.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,803.15万 | 2.42% | 75,753 | 2,831 | 3.9% | $104.76万 | 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 |
| BIV | VANGUARD BD INDEX FDS | $2,974.05万 | 2.57% | 387,752 | 28,255 | 7.9% | $216.72万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3,599.17万 | 3.11% | 1,410,335 | 89,032 | 6.7% | $227.21万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $3,642.19万 | 3.15% | 895,548 | 38,564 | 4.5% | $156.84万 | 加仓 |
| IXUS | ISHARES TR | $3,912.10万 | 3.38% | 409,902 | 36,616 | 9.8% | $349.46万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $4,036.09万 | 3.49% | 185,201 | 18,670 | 11.2% | $406.88万 | 加仓 |
| AAPL | APPLE INC | $4,081.35万 | 3.53% | 141,047 | -2,059 | -1.4% | -$59.58万 | 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 |
| QQQ | INVESCO QQQ TR | $4,751.20万 | 4.11% | 64,519 | -1,008 | -1.5% | -$74.23万 | 减仓 |
| IVV | ISHARES TR | $1.03亿 | 8.88% | 137,118 | 2,588 | 1.9% | $193.81万 | 加仓 |