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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $120.21万 | 0.10% | 7,252 | 2,534 | 53.7% | $42.00万 | 加仓 |
| META | META PLATFORMS INC | $117.17万 | 0.10% | 2,080 | -39 | -1.8% | -$2.20万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $111.13万 | 0.10% | 22,146 | -706 | -3.1% | -$3.54万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $110.17万 | 0.10% | 20,390 | -741 | -3.5% | -$4.00万 | 减仓 |
| HEFA | ISHARES TR | $109.52万 | 0.09% | 23,340 | 2,675 | 12.9% | $12.55万 | 加仓 |
| CSCO | CISCO SYS INC | $107.65万 | 0.09% | 9,165 | -245 | -2.6% | -$2.88万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $106.27万 | 0.09% | 14,188 | -53 | -0.4% | -$3,970 | 减仓 |
| LLY | ELI LILLY & CO | $105.64万 | 0.09% | 881 | -75 | -7.8% | -$8.99万 | 减仓 |
| ABBV | ABBVIE INC | $105.63万 | 0.09% | 4,198 | -258 | -5.8% | -$6.49万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $105.43万 | 0.09% | 22,362 | -127 | -0.6% | -$5,987 | 减仓 |
| WMT | WALMART INC | $105.27万 | 0.09% | 9,295 | -282 | -2.9% | -$3.19万 | 减仓 |
| PFF | ISHARES TR | $104.43万 | 0.09% | 34,250 | 577 | 1.7% | $1.76万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $104.06万 | 0.09% | 7,869 | 619 | 8.5% | $8.19万 | 加仓 |
| PEP | PEPSICO INC | $103.93万 | 0.09% | 7,676 | -15 | -0.2% | -$2,031 | 减仓 |
| WFC | WELLS FARGO & CO | $102.63万 | 0.09% | 12,419 | -1,338 | -9.7% | -$11.06万 | 减仓 |
| CAT | CATERPILLAR INC | $102.02万 | 0.09% | 958 | -65 | -6.4% | -$6.92万 | 减仓 |
| EEM | ISHARES TR | $100.05万 | 0.09% | 14,625 | -112 | -0.8% | -$7,662 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $98.84万 | 0.09% | 28,955 | 3,075 | 11.9% | $10.50万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $97.67万 | 0.08% | 8,952 | -1,923 | -17.7% | -$20.98万 | 减仓 |
| IGV | ISHARES TR | $94.38万 | 0.08% | 10,417 | 268 | 2.6% | $2.43万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $93.04万 | 0.08% | 1,781 | -41 | -2.3% | -$2.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $93.03万 | 0.08% | 3,663 | 8 | 0.2% | $2,032 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $88.99万 | 0.08% | 28,046 | 30 | 0.1% | $952 | 加仓 |
| TSLA | TESLA INC | $88.37万 | 0.08% | 2,101 | 226 | 12.1% | $9.51万 | 加仓 |
| MUB | ISHARES TR | $85.05万 | 0.07% | 7,903 | -561 | -6.6% | -$6.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.92万 | 0.07% | 2,949 | -6 | -0.2% | -$1,687 | 减仓 |
| AGG | ISHARES TR | $82.38万 | 0.07% | 8,323 | -59 | -0.7% | -$5,840 | 减仓 |
| GLW | CORNING INC | $81.58万 | 0.07% | 3,194 | -3 | -0.1% | -$766 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $81.28万 | 0.07% | 5,700 | -200 | -3.4% | -$2.85万 | 减仓 |
| ESGU | ISHARES TR | $81.18万 | 0.07% | 4,960 | -148 | -2.9% | -$2.42万 | 减仓 |
| V | VISA INC | $78.70万 | 0.07% | 2,294 | 5 | 0.2% | $1,715 | 加仓 |
| DVY | ISHARES TR | $77.61万 | 0.07% | 4,965 | -49 | -1.0% | -$7,659 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $77.38万 | 0.07% | 14,570 | 1,474 | 11.3% | $7.83万 | 加仓 |
| GEV | GE VERNOVA INC | $76.01万 | 0.07% | 647 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $74.63万 | 0.06% | 6,010 | -622 | -9.4% | -$7.72万 | 减仓 |
| JNK | SPDR SERIES TRUST | $73.47万 | 0.06% | 7,623 | 55 | 0.7% | $5,301 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $72.12万 | 0.06% | 18,950 | -289 | -1.5% | -$1.10万 | 减仓 |
| IJJ | ISHARES TR | $70.87万 | 0.06% | 4,797 | -336 | -6.5% | -$4.96万 | 减仓 |
| ORCL | ORACLE CORP | $70.71万 | 0.06% | 4,825 | 155 | 3.3% | $2.27万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $70.52万 | 0.06% | 2,068 | -100 | -4.6% | -$3.41万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $68.91万 | 0.06% | 597 | 597 | — | $68.91万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $67.62万 | 0.06% | 12,817 | 1,045 | 8.9% | $5.51万 | 加仓 |
| STIP | ISHARES TR | $67.56万 | 0.06% | 6,613 | 105 | 1.6% | $1.07万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $65.86万 | 0.06% | 7,703 | 568 | 8.0% | $4.86万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $63.16万 | 0.05% | 8,603 | 687 | 8.7% | $5.04万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $62.65万 | 0.05% | 821 | 5 | 0.6% | $3,816 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $62.53万 | 0.05% | 26,404 | -1,185 | -4.3% | -$2.81万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $62.08万 | 0.05% | 12,274 | 160 | 1.3% | $8,093 | 加仓 |
| AVGO | BROADCOM INC | $61.42万 | 0.05% | 1,626 | 67 | 4.3% | $2.53万 | 加仓 |
| DE | DEERE & CO | $61.21万 | 0.05% | 965 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $58.04万 | 0.05% | 11,477 | -2,825 | -19.8% | -$14.29万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $54.88万 | 0.05% | 10,835 | -874 | -7.5% | -$4.43万 | 减仓 |
| TLT | ISHARES TR | $53.44万 | 0.05% | 6,184 | -883 | -12.5% | -$7.63万 | 减仓 |
| ITOT | ISHARES TR | $53.10万 | 0.05% | 3,232 | -163 | -4.8% | -$2.68万 | 减仓 |
| MCD | MCDONALDS CORP | $52.87万 | 0.05% | 1,956 | -65 | -3.2% | -$1.76万 | 减仓 |
| IWD | ISHARES TR | $51.75万 | 0.04% | 2,134 | -199 | -8.5% | -$4.83万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $51.47万 | 0.04% | 3,510 | -634 | -15.3% | -$9.30万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $51.47万 | 0.04% | 2,605 | -55 | -2.1% | -$1.09万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $50.55万 | 0.04% | 6,991 | -378 | -5.1% | -$2.73万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $50.27万 | 0.04% | 2,069 | 74 | 3.7% | $1.80万 | 加仓 |
| HDV | ISHARES TR | $49.78万 | 0.04% | 18,162 | 112 | 0.6% | $3,070 | 加仓 |
| CRM | SALESFORCE INC | $49.71万 | 0.04% | 3,173 | -429 | -11.9% | -$6.72万 | 减仓 |
| IWP | ISHARES TR | $47.51万 | 0.04% | 3,245 | -426 | -11.6% | -$6.24万 | 减仓 |
| NULV | NUSHARES ETF TR | $44.40万 | 0.04% | 8,881 | 668 | 8.1% | $3.34万 | 加仓 |
| RTX | RTX CORPORATION | $43.58万 | 0.04% | 2,297 | -35 | -1.5% | -$6,641 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $43.43万 | 0.04% | 1,226 | -109 | -8.2% | -$3.86万 | 减仓 |
| NFLX | NETFLIX INC. | $42.98万 | 0.04% | 6,020 | 0 | 0.0% | — | 不变 |
| WCLD | WISDOMTREE TR | $42.00万 | 0.04% | 13,103 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $41.33万 | 0.04% | 7,254 | 12 | 0.2% | $684 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $40.64万 | 0.04% | 5,216 | 485 | 10.3% | $3.78万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $40.31万 | 0.03% | 8,302 | -11 | -0.1% | -$534 | 减仓 |
| SPYM | SPDR SERIES TRUST | $40.18万 | 0.03% | 4,572 | -275 | -5.7% | -$2.42万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $38.10万 | 0.03% | 7,496 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO EXCHANGE TRADED FD T | $36.89万 | 0.03% | 2,604 | -50 | -1.9% | -$7,083 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $36.41万 | 0.03% | 4,533 | -30 | -0.7% | -$2,410 | 减仓 |
| ESGD | ISHARES TR | $36.09万 | 0.03% | 3,510 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $35.13万 | 0.03% | 10,146 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $35.10万 | 0.03% | 5,442 | -150 | -2.7% | -$9,675 | 减仓 |
| AMGN | AMGEN INC | $34.70万 | 0.03% | 958 | -90 | -8.6% | -$3.26万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $34.27万 | 0.03% | 10,531 | 0 | 0.0% | — | 不变 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $33.69万 | 0.03% | 8,845 | -360 | -3.9% | -$1.37万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $33.22万 | 0.03% | 260 | 0 | 0.0% | — | 不变 |
| SPEU | SPDR INDEX SHS FDS | $32.83万 | 0.03% | 5,982 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $32.72万 | 0.03% | 23,543 | 31 | 0.1% | $431 | 加仓 |
| XJH | ISHARES TR | $32.44万 | 0.03% | 6,221 | 425 | 7.3% | $2.22万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $31.77万 | 0.03% | 1,279 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $31.56万 | 0.03% | 4,765 | -22 | -0.5% | -$1,457 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $30.90万 | 0.03% | 5,173 | 48 | 0.9% | $2,867 | 加仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $30.60万 | 0.03% | 13,532 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $30.47万 | 0.03% | 5,394 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $29.65万 | 0.03% | 2,233 | 4 | 0.2% | $531 | 加仓 |
| VIS | VANGUARD WORLD FD | $29.62万 | 0.03% | 822 | -179 | -17.9% | -$6.45万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $28.97万 | 0.03% | 2,293 | -150 | -6.1% | -$1.90万 | 减仓 |
| — | ISHARES TR | $28.55万 | 0.02% | 7,532 | 542 | 7.8% | $2.05万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $28.16万 | 0.02% | 15,749 | 516 | 3.4% | $9,226 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $28.13万 | 0.02% | 10,156 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $27.88万 | 0.02% | 762 | -2 | -0.3% | -$732 | 减仓 |
| FUND | SPROTT FOCUS TR INC | $27.60万 | 0.02% | 29,114 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.41万 | 0.02% | 4,459 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $27.40万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |