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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $8,787.62万 | 8.67% | 134,530 | 5,133 | 4.0% | $335.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,782.08万 | 3.73% | 65,527 | -663 | -1.0% | -$38.27万 | 减仓 |
| AAPL | APPLE INC | $3,631.89万 | 3.58% | 143,106 | -916 | -0.6% | -$23.25万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,561.92万 | 3.51% | 149,900 | 4,491 | 3.1% | $106.71万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $3,385.18万 | 3.34% | 1,321,303 | 67,071 | 5.3% | $171.84万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3,267.34万 | 3.22% | 166,531 | 29,481 | 21.5% | $578.42万 | 加仓 |
| IXUS | ISHARES TR | $3,234.15万 | 3.19% | 373,286 | 57,864 | 18.3% | $501.33万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $3,135.70万 | 3.09% | 856,984 | 22,990 | 2.8% | $84.12万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2,774.60万 | 2.74% | 359,497 | 26,287 | 7.9% | $202.88万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,770.96万 | 2.73% | 601,468 | 80,635 | 15.5% | $371.49万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,563.86万 | 2.53% | 119,216 | -3,177 | -2.6% | -$68.32万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,339.41万 | 2.31% | 72,922 | 803 | 1.1% | $25.76万 | 加仓 |
| IJR | ISHARES TR | $2,001.69万 | 1.97% | 161,024 | 8,571 | 5.6% | $106.55万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,972.93万 | 1.95% | 643,067 | -133,255 | -17.2% | -$408.83万 | 减仓 |
| IBND | SPDR SERIES TRUST | $1,933.69万 | 1.91% | 622,167 | 59,534 | 10.6% | $185.03万 | 加仓 |
| 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 |
| IJH | ISHARES TR | $1,773.42万 | 1.75% | 262,612 | -1,285 | -0.5% | -$8.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,587.16万 | 1.57% | 26,561 | 568 | 2.2% | $33.94万 | 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 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,515.99万 | 1.50% | 236,578 | 8,243 | 3.6% | $52.82万 | 加仓 |
| IUSB | ISHARES TR | $1,465.00万 | 1.44% | 317,168 | 25,697 | 8.8% | $118.69万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,461.93万 | 1.44% | 472,201 | 22,462 | 5.0% | $69.54万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,450.99万 | 1.43% | 578,083 | -24,333 | -4.0% | -$61.08万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,401.66万 | 1.38% | 546,669 | 24,492 | 4.7% | $62.80万 | 加仓 |
| IWM | ISHARES TR | $1,308.14万 | 1.29% | 52,747 | -247 | -0.5% | -$6.13万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,138.41万 | 1.12% | 85,659 | 197 | 0.2% | $2.62万 | 加仓 |
| DBEF | DBX ETF TR | $1,125.56万 | 1.11% | 227,847 | -1,258 | -0.5% | -$6.21万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,088.18万 | 1.07% | 108,634 | 2,549 | 2.4% | $25.53万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $962.82万 | 0.95% | 128,205 | 9,203 | 7.7% | $69.11万 | 加仓 |
| AMZN | AMAZON COM INC | $949.27万 | 0.94% | 45,579 | -1,014 | -2.2% | -$21.12万 | 减仓 |
| IWR | ISHARES TR | $906.80万 | 0.89% | 93,263 | -2,598 | -2.7% | -$25.26万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $906.03万 | 0.89% | 366,072 | -4,013 | -1.1% | -$9.93万 | 减仓 |
| EFA | ISHARES TR | $902.42万 | 0.89% | 92,909 | 944 | 1.0% | $9.17万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $889.96万 | 0.88% | 185,215 | 3,959 | 2.2% | $19.02万 | 加仓 |
| XSOE | WISDOMTREE TR | $822.78万 | 0.81% | 205,181 | -35,707 | -14.8% | -$143.19万 | 减仓 |
| GLDM | WORLD GOLD TR | $814.02万 | 0.80% | 87,822 | -3,391 | -3.7% | -$31.43万 | 减仓 |
| AOR | ISHARES TR | $812.74万 | 0.80% | 126,300 | 17,110 | 15.7% | $110.10万 | 加仓 |
| EFG | ISHARES TR | $761.22万 | 0.75% | 68,350 | -11,199 | -14.1% | -$124.72万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $722.05万 | 0.71% | 153,367 | 3,257 | 2.2% | $15.33万 | 加仓 |
| DGRW | WISDOMTREE TR | $716.78万 | 0.71% | 81,600 | -1,448 | -1.7% | -$12.72万 | 减仓 |
| AOM | ISHARES TR | $708.93万 | 0.70% | 149,658 | 7,414 | 5.2% | $35.12万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $700.73万 | 0.69% | 11,361 | 36 | 0.3% | $2.22万 | 加仓 |
| IAGG | ISHARES TR | $681.97万 | 0.67% | 136,284 | 3,605 | 2.7% | $18.04万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $616.56万 | 0.61% | 212,022 | 4,462 | 2.1% | $12.98万 | 加仓 |
| TIP | ISHARES TR | $610.57万 | 0.60% | 55,325 | 2,792 | 5.3% | $30.81万 | 加仓 |
| VV | VANGUARD INDEX FDS | $603.90万 | 0.60% | 20,208 | -327 | -1.6% | -$9.77万 | 减仓 |
| GLD | SPDR GOLD TR | $574.70万 | 0.57% | 13,356 | -488 | -3.5% | -$21.00万 | 减仓 |
| HYG | ISHARES TR | $511.08万 | 0.50% | 64,238 | 4,648 | 7.8% | $36.98万 | 加仓 |
| IWB | ISHARES TR | $492.20万 | 0.49% | 13,804 | 47 | 0.3% | $1.68万 | 加仓 |
| IGSB | ISHARES TR | $479.21万 | 0.47% | 91,173 | 2,276 | 2.6% | $11.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $445.31万 | 0.44% | 10,195 | -362 | -3.4% | -$15.81万 | 减仓 |
| IEFA | ISHARES TR | $445.01万 | 0.44% | 49,157 | 9,482 | 23.9% | $85.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $430.66万 | 0.42% | 8,987 | -192 | -2.1% | -$9.20万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $388.14万 | 0.38% | 22,256 | -475 | -2.1% | -$8.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $349.86万 | 0.35% | 9,451 | 97 | 1.0% | $3.59万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $348.78万 | 0.34% | 39,321 | 2,771 | 7.6% | $24.58万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $347.70万 | 0.34% | 124,849 | -348 | -0.3% | -$9,692 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $332.78万 | 0.33% | 125,058 | 1,869 | 1.5% | $4.97万 | 加仓 |
| IEMG | ISHARES INC | $331.32万 | 0.33% | 47,501 | 6,543 | 16.0% | $45.64万 | 加仓 |
| GOOGL | ALPHABET INC | $318.11万 | 0.31% | 11,062 | 327 | 3.0% | $9.40万 | 加仓 |
| VGT | VANGUARD WORLD FD | $317.77万 | 0.31% | 4,554 | 10 | 0.2% | $6,978 | 加仓 |
| CMF | ISHARES TR | $310.08万 | 0.31% | 54,533 | 1,046 | 2.0% | $5.95万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $295.73万 | 0.29% | 121,851 | 3,964 | 3.4% | $9.62万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $273.26万 | 0.27% | 30,891 | -1,170 | -3.6% | -$10.35万 | 减仓 |
| GOOG | ALPHABET INC | $268.92万 | 0.27% | 9,375 | 4,306 | 84.9% | $123.52万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $263.07万 | 0.26% | 17,763 | 103 | 0.6% | $1.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $258.66万 | 0.26% | 9,007 | 336 | 3.9% | $9.65万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $256.37万 | 0.25% | 51,324 | 1,546 | 3.1% | $7.72万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $255.34万 | 0.25% | 77,492 | 4,779 | 6.6% | $15.75万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $250.41万 | 0.25% | 52,474 | -4,281 | -7.5% | -$20.43万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $243.00万 | 0.24% | 57,122 | -8,956 | -13.6% | -$38.10万 | 减仓 |
| USMV | ISHARES TR | $222.75万 | 0.22% | 24,019 | -3,459 | -12.6% | -$32.08万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $219.79万 | 0.22% | 81,676 | 5,097 | 6.7% | $13.72万 | 加仓 |
| ITA | ISHARES TR | $213.28万 | 0.21% | 9,750 | -41 | -0.4% | -$8,969 | 减仓 |
| AOA | ISHARES TR | $209.71万 | 0.21% | 23,698 | 2,296 | 10.7% | $20.32万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $188.50万 | 0.19% | 22,138 | -2,796 | -11.2% | -$23.81万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $186.00万 | 0.18% | 77,924 | 8,549 | 12.3% | $20.41万 | 加仓 |
| — | EXXON MOBIL CORP | $180.79万 | 0.18% | 10,656 | -643 | -5.7% | -$10.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $179.74万 | 0.18% | 1,804 | -65 | -3.5% | -$6.48万 | 减仓 |
| INTC | INTEL CORP | $174.86万 | 0.17% | 39,623 | -1,474 | -3.6% | -$6.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $174.69万 | 0.17% | 5,938 | -4 | -0.1% | -$1,177 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $167.16万 | 0.16% | 71,991 | 1,835 | 2.6% | $4.26万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $165.60万 | 0.16% | 56,849 | -2,323 | -3.9% | -$6.77万 | 减仓 |
| VB | VANGUARD INDEX FDS | $158.99万 | 0.16% | 6,070 | 363 | 6.4% | $9.51万 | 加仓 |
| SHY | ISHARES TR | $154.39万 | 0.15% | 18,698 | -932 | -4.7% | -$7.70万 | 减仓 |
| MBB | ISHARES TR | $138.28万 | 0.14% | 14,563 | -2,052 | -12.4% | -$19.48万 | 减仓 |
| SDY | SPDR SERIES TRUST | $134.96万 | 0.13% | 9,248 | -420 | -4.3% | -$6.13万 | 减仓 |
| META | META PLATFORMS INC | $121.23万 | 0.12% | 2,119 | -19 | -0.9% | -$1.09万 | 减仓 |
| HD | HOME DEPOT INC | $120.83万 | 0.12% | 3,674 | -205 | -5.3% | -$6.74万 | 减仓 |
| PEP | PEPSICO INC | $119.44万 | 0.12% | 7,691 | -79 | -1.0% | -$1.23万 | 减仓 |
| WMT | WALMART INC | $119.02万 | 0.12% | 9,577 | 87 | 0.9% | $1.08万 | 加仓 |
| IVE | ISHARES TR | $115.21万 | 0.11% | 5,456 | -45 | -0.8% | -$9,502 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $113.92万 | 0.11% | 22,852 | 728 | 3.3% | $3.63万 | 加仓 |
| WFC | WELLS FARGO & CO | $109.52万 | 0.11% | 13,757 | 1,874 | 15.8% | $14.92万 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $106.37万 | 0.10% | 22,489 | 695 | 3.2% | $3.29万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $104.16万 | 0.10% | 14,241 | -59 | -0.4% | -$4,315 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $103.42万 | 0.10% | 2,640 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD WORLD FD | $102.86万 | 0.10% | 14,340 | 384 | 2.8% | $2.75万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $102.85万 | 0.10% | 10,875 | -1,924 | -15.0% | -$18.20万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $102.77万 | 0.10% | 4,810 | -250 | -4.9% | -$5.34万 | 减仓 |