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 |
|---|---|---|---|---|---|---|---|---|
| F | FORD MTR CO | $27.13万 | 0.03% | 23,512 | 38 | 0.2% | $439 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $27.04万 | 0.03% | 15,233 | 72 | 0.5% | $1,278 | 加仓 |
| IYE | ISHARES TR | $26.87万 | 0.03% | 4,148 | -100 | -2.4% | -$6,477 | 重新持有 |
| XJH | ISHARES TR | $26.30万 | 0.03% | 5,796 | -23 | -0.4% | -$1,044 | 减仓 |
| SBUX | STARBUCKS CORP | $26.07万 | 0.03% | 2,910 | 0 | 0.0% | — | 不变 |
| BMRC | BANK OF MARIN BANCORP | $26.03万 | 0.03% | 10,156 | 925 | 10.0% | $2.37万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $25.47万 | 0.03% | 1,250 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $25.32万 | 0.02% | 2,229 | 6 | 0.3% | $682 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.31万 | 0.02% | 5,592 | 5,592 | — | $25.31万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $25.21万 | 0.02% | 2,675 | 2,675 | — | $25.21万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $25.19万 | 0.02% | 2,680 | -466 | -14.8% | -$4.38万 | 减仓 |
| IAU | ISHARES GOLD TR | $24.84万 | 0.02% | 2,818 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $24.76万 | 0.02% | 4,459 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.47万 | 0.02% | 1,275 | -385 | -23.2% | -$7.39万 | 减仓 |
| — | ISHARES TR | $24.33万 | 0.02% | 6,990 | -1 | -0.0% | -$35 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $24.18万 | 0.02% | 6,321 | 6,321 | — | $24.18万 | 新建仓 |
| EEMA | ISHARES INC | $23.79万 | 0.02% | 2,485 | -484 | -16.3% | -$4.63万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $23.66万 | 0.02% | 2,985 | -103 | -3.3% | -$8,164 | 减仓 |
| MSTR | STRATEGY INC | $23.56万 | 0.02% | 1,888 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $23.24万 | 0.02% | 2,178 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $23.12万 | 0.02% | 1,026 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $23.09万 | 0.02% | 764 | 0 | 0.0% | — | 不变 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $22.53万 | 0.02% | 4,368 | 4,368 | — | $22.53万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $22.46万 | 0.02% | 3,836 | 151 | 4.1% | $8,839 | 加仓 |
| VHT | VANGUARD WORLD FD | $22.00万 | 0.02% | 808 | -50 | -5.8% | -$1.36万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $21.96万 | 0.02% | 823 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $21.50万 | 0.02% | 4,729 | 2 | 0.0% | $91 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $21.34万 | 0.02% | 1,958 | 208 | 11.9% | $2.27万 | 加仓 |
| NVS | NOVARTIS AG | $21.23万 | 0.02% | 1,390 | 1,390 | — | $21.23万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.97万 | 0.02% | 347 | 347 | — | $20.97万 | 新建仓 |
| SMBS | SCHWAB STRATEGIC TR | $20.44万 | 0.02% | 8,000 | 8,000 | — | $20.44万 | 新建仓 |
| AZO | AUTOZONE INC | $20.27万 | 0.02% | 60 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -913 | -100.0% | -$28.22万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,311 | -100.0% | -$23.30万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -359 | -100.0% | -$20.80万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |