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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $102.10万 | 0.10% | 33,673 | -729 | -2.1% | -$2.21万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $100.44万 | 0.10% | 21,131 | 2,751 | 15.0% | $13.08万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $98.28万 | 0.10% | 32,223 | 255 | 0.8% | $7,777 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $97.87万 | 0.10% | 2,896 | 27 | 0.9% | $9,125 | 加仓 |
| CVX | CHEVRON CORPORATION | $97.61万 | 0.10% | 4,718 | 47 | 1.0% | $9,724 | 加仓 |
| ABBV | ABBVIE INC | $96.90万 | 0.10% | 4,456 | -236 | -5.0% | -$5.13万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $95.21万 | 0.09% | 6,494 | -421 | -6.1% | -$6.17万 | 减仓 |
| MUB | ISHARES TR | $89.84万 | 0.09% | 8,464 | 22 | 0.3% | $2,335 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $89.34万 | 0.09% | 3,655 | 7 | 0.2% | $1,711 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $88.70万 | 0.09% | 28,016 | -154 | -0.5% | -$4,876 | 减仓 |
| LLY | ELI LILLY & CO | $87.90万 | 0.09% | 956 | -62 | -6.1% | -$5.70万 | 减仓 |
| HEFA | ISHARES TR | $87.82万 | 0.09% | 20,665 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $84.39万 | 0.08% | 1,822 | 350 | 23.8% | $16.21万 | 加仓 |
| EEM | ISHARES TR | $83.69万 | 0.08% | 14,737 | -215 | -1.4% | -$1.22万 | 减仓 |
| AGG | ISHARES TR | $83.21万 | 0.08% | 8,382 | 313 | 3.9% | $3.11万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $81.39万 | 0.08% | 7,250 | 307 | 4.4% | $3.45万 | 加仓 |
| IGV | ISHARES TR | $81.24万 | 0.08% | 10,149 | 10,149 | — | $81.24万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $80.23万 | 0.08% | 13,096 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $80.15万 | 0.08% | 17,085 | 11,549 | 208.6% | $54.18万 | 加仓 |
| SMH | VANECK ETF TRUST | $78.86万 | 0.08% | 2,057 | -77 | -3.6% | -$2.95万 | 减仓 |
| DVY | ISHARES TR | $75.91万 | 0.07% | 5,014 | -23 | -0.5% | -$3,482 | 减仓 |
| CSCO | CISCO SYS INC | $73.01万 | 0.07% | 9,410 | 0 | 0.0% | — | 不变 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $72.83万 | 0.07% | 25,880 | 3,190 | 14.1% | $8.98万 | 加仓 |
| CAT | CATERPILLAR INC | $72.48万 | 0.07% | 1,023 | 15 | 1.5% | $1.06万 | 加仓 |
| JNK | SPDR SERIES TRUST | $72.44万 | 0.07% | 7,568 | 51 | 0.7% | $4,882 | 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 |
| ESGU | ISHARES TR | $72.23万 | 0.07% | 5,108 | 3 | 0.1% | $424 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.63万 | 0.07% | 2,955 | 71 | 2.5% | $1.72万 | 加仓 |
| IWF | ISHARES TR | $70.68万 | 0.07% | 1,658 | -94 | -5.4% | -$4.01万 | 减仓 |
| TSLA | TESLA INC | $69.70万 | 0.07% | 1,875 | -456 | -19.6% | -$16.95万 | 减仓 |
| V | VISA INC | $69.18万 | 0.07% | 2,289 | -30 | -1.3% | -$9,067 | 减仓 |
| ORCL | ORACLE CORP | $68.70万 | 0.07% | 4,670 | -50 | -1.1% | -$7,356 | 减仓 |
| IJJ | ISHARES TR | $68.02万 | 0.07% | 5,133 | 6 | 0.1% | $795 | 加仓 |
| STIP | ISHARES TR | $67.31万 | 0.07% | 6,508 | 37 | 0.6% | $3,827 | 加仓 |
| CRM | SALESFORCE INC | $67.25万 | 0.07% | 3,602 | -1,760 | -32.8% | -$32.86万 | 减仓 |
| SOXX | ISHARES TR | $65.91万 | 0.07% | 2,006 | 26 | 1.3% | $8,543 | 加仓 |
| MCD | MCDONALDS CORP | $62.81万 | 0.06% | 2,021 | -157 | -7.2% | -$4.88万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $62.39万 | 0.06% | 19,239 | 3,666 | 23.5% | $11.89万 | 加仓 |
| TLT | ISHARES TR | $61.26万 | 0.06% | 7,067 | -3,889 | -35.5% | -$33.71万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $60.43万 | 0.06% | 12,114 | -1,158 | -8.7% | -$5.78万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $59.86万 | 0.06% | 4,144 | -212 | -4.9% | -$3.06万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $59.29万 | 0.06% | 27,589 | 2,474 | 9.9% | $5.32万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $58.53万 | 0.06% | 11,709 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $58.30万 | 0.06% | 7,916 | -1,364 | -14.7% | -$10.04万 | 减仓 |
| NFLX | NETFLIX INC. | $57.88万 | 0.06% | 6,020 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $57.60万 | 0.06% | 11,772 | 4,018 | 51.8% | $19.66万 | 加仓 |
| GEV | GE VERNOVA INC | $56.48万 | 0.06% | 647 | -10 | -1.5% | -$8,729 | 减仓 |
| VXUS | VANGUARD STAR FDS | $55.02万 | 0.05% | 7,135 | 367 | 5.4% | $2.83万 | 加仓 |
| DE | DEERE & CO | $54.36万 | 0.05% | 965 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $52.63万 | 0.05% | 2,587 | -75 | -2.8% | -$1.53万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $52.49万 | 0.05% | 7,369 | -158 | -2.1% | -$1.13万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $50.50万 | 0.05% | 4,867 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $49.85万 | 0.05% | 2,333 | -137 | -5.5% | -$2.93万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $49.01万 | 0.05% | 2,660 | -5 | -0.2% | -$921 | 减仓 |
| HDV | ISHARES TR | $48.99万 | 0.05% | 3,610 | -191 | -5.0% | -$2.59万 | 减仓 |
| ITOT | ISHARES TR | $48.35万 | 0.05% | 3,395 | -15 | -0.4% | -$2,136 | 减仓 |
| AVGO | BROADCOM INC | $48.25万 | 0.05% | 1,559 | 65 | 4.4% | $2.01万 | 加仓 |
| IWP | ISHARES TR | $47.03万 | 0.05% | 3,671 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $45.82万 | 0.05% | 1,335 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $45.00万 | 0.04% | 520 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $44.98万 | 0.04% | 2,332 | 54 | 2.4% | $1.04万 | 加仓 |
| GLW | CORNING INC | $43.47万 | 0.04% | 3,197 | 14 | 0.4% | $1,904 | 加仓 |
| VBR | VANGUARD INDEX FDS | $43.33万 | 0.04% | 1,995 | -1 | -0.1% | -$217 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $40.81万 | 0.04% | 4,073 | 176 | 4.5% | $1.76万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $38.54万 | 0.04% | 8,313 | -25 | -0.3% | -$1,159 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $37.46万 | 0.04% | 7,496 | 446 | 6.3% | $2.23万 | 加仓 |
| NULV | NUSHARES ETF TR | $37.37万 | 0.04% | 8,213 | 332 | 4.2% | $1.51万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $37.10万 | 0.04% | 4,847 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $37.09万 | 0.04% | 4,731 | 1,027 | 27.7% | $8.05万 | 加仓 |
| AMGN | AMGEN INC | $36.87万 | 0.04% | 1,048 | -16 | -1.5% | -$5,630 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $36.69万 | 0.04% | 5,900 | -3,850 | -39.5% | -$23.94万 | 重新持有 |
| WCLD | WISDOMTREE TR | $35.80万 | 0.04% | 13,103 | 7,285 | 125.2% | $19.90万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $35.72万 | 0.04% | 1,279 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $35.65万 | 0.04% | 1,300 | -50 | -3.7% | -$1.37万 | 减仓 |
| BAC | BANK AMERICA CORP | $35.30万 | 0.03% | 7,242 | 16 | 0.2% | $780 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $34.83万 | 0.03% | 2,654 | 2,654 | — | $34.83万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $34.76万 | 0.03% | 2,168 | -555 | -20.4% | -$8.90万 | 减仓 |
| — | HONEYWELL INTL INC | $34.63万 | 0.03% | 1,532 | -3 | -0.2% | -$678 | 减仓 |
| GILD | GILEAD SCIENCES INC | $34.05万 | 0.03% | 2,443 | -50 | -2.0% | -$6,969 | 减仓 |
| — | ISHARES TR | $33.96万 | 0.03% | 4,787 | -50 | -1.0% | -$3,547 | 减仓 |
| BP | BP PLC | $33.64万 | 0.03% | 7,157 | 67 | 0.9% | $3,149 | 加仓 |
| ESGD | ISHARES TR | $33.56万 | 0.03% | 3,510 | 100 | 2.9% | $9,562 | 加仓 |
| — | ROUNDHILL ETF TRUST | $32.86万 | 0.03% | 10,531 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $32.79万 | 0.03% | 260 | 0 | 0.0% | — | 不变 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $32.77万 | 0.03% | 4,563 | 197 | 4.5% | $1.41万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $31.86万 | 0.03% | 816 | 55 | 7.2% | $2.15万 | 加仓 |
| VIS | VANGUARD WORLD FD | $31.25万 | 0.03% | 1,001 | 146 | 17.1% | $4.56万 | 加仓 |
| — | SPDR SERIES TRUST | $30.96万 | 0.03% | 9,755 | 73 | 0.8% | $2,317 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $30.91万 | 0.03% | 9,205 | -2,634 | -22.2% | -$8.84万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $30.65万 | 0.03% | 5,982 | -6,600 | -52.5% | -$33.82万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $30.64万 | 0.03% | 5,125 | -413 | -7.5% | -$2.47万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.57万 | 0.03% | 5,394 | 0 | 0.0% | — | 不变 |
| FMS | FRESENIUS MEDICAL CARE AG | $30.53万 | 0.03% | 13,532 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $29.92万 | 0.03% | 10,146 | -207 | -2.0% | -$6,104 | 减仓 |
| BLK | BLACKROCK INC | $29.72万 | 0.03% | 309 | -20 | -6.1% | -$1.92万 | 减仓 |
| ADBE | ADOBE INC | $28.49万 | 0.03% | 1,172 | -264 | -18.4% | -$6.42万 | 减仓 |
| DIS | DISNEY WALT CO | $28.16万 | 0.03% | 2,922 | -289 | -9.0% | -$2.78万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $27.90万 | 0.03% | 2,717 | -360 | -11.7% | -$3.70万 | 减仓 |
| FUND | SPROTT FOCUS TR INC | $27.77万 | 0.03% | 29,114 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $27.22万 | 0.03% | 12,000 | 12,000 | — | $27.22万 | 新建仓 |