13F 机构持仓

Lakeshore Capital Group, Inc.

Rolling Meadows IL · SEC CIK 0002057465

2026Q22026Q1 更早 9 个季度 🔒
$1.23亿2026Q1 申报市值
76持仓数
44.3%前十大占比 · 第一大 11.4%
0 / 2新建仓 / 清仓
申报市值走势$1.35亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 11.4%
QQQ 8.2%
GARP 5.7%
FIDELITY MERRI 3.3%
TSM 2.8%
XLU 2.7%
COST 2.6%
BAB 2.6%
AAPL 2.5%
GOOGL 2.5%

2026Q1 买入最多 按季末市值估算

MSFT 加仓+$63.63万
FBND 加仓+$52.37万
SBUX 加仓+$35.92万
GARP 加仓+$22.20万
IVV 加仓+$6.53万

2026Q1 卖出最多 按季末市值估算

INTC 清仓-$78.01万
FIDELITY MERRIMA 减仓-$36.76万
KHC 减仓-$31.39万
F 清仓-$13.44万
IYW 减仓-$3.41万

2026Q1 持仓明细 点表头排序

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
INTC INTEL CORP $00.00%0 -21,142-100.0% -$78.01万 清仓
F FORD MTR CO $00.00%0 -10,242-100.0% -$13.44万 清仓
IJR ISHARES TR $23.49万0.19%1,890 00.0% — 不变
IDEV ISHARES TR $24.25万0.20%2,902 00.0% — 不变
ADBE ADOBE INC $29.04万0.24%1,195 302.6% $7,291 加仓
OXY OCCIDENTAL PETE CORP $29.17万0.24%4,487 1303.0% $8,450 重新持有
NKE NIKE INC $31.89万0.26%6,037 1692.9% $8,927 加仓
IYR ISHARES TR $32.15万0.26%3,400 -30-0.9% -$2,837 减仓
DIA STATE STR SPDR DOW JONES IND $35.31万0.29%762 10.1% $463 加仓
MUB ISHARES TR $35.99万0.29%3,391 00.0% — 不变
IYM ISHARES TR $39.35万0.32%2,237 -20-0.9% -$3,518 减仓
CMCSA COMCAST CORP NEW $41.98万0.34%14,624 4903.5% $1.41万 加仓
IYE ISHARES TR $44.46万0.36%6,865 -55-0.8% -$3,562 减仓
JD JD.COM INC $49.67万0.41%16,798 3972.4% $1.17万 加仓
CMG CHIPOTLE MEXICAN GRILL INC $50.01万0.41%15,622 3932.6% $1.26万 加仓
MCD MCDONALDS CORP $51.20万0.42%1,647 261.6% $8,082 加仓
KHC KRAFT HEINZ CO $55.50万0.45%24,677 -13,959-36.1% -$31.39万 减仓
IYJ ISHARES TR $56.61万0.46%3,837 -50-1.3% -$7,377 减仓
BX BLACKSTONE INC $56.81万0.46%4,940 1202.5% $1.38万 加仓
DIS DISNEY WALT CO $57.11万0.47%5,925 851.5% $8,193 加仓
IYG ISHARES TR $57.20万0.47%6,905 -71-1.0% -$5,882 减仓
MA MASTERCARD INCORPORATED $59.31万0.48%1,187 171.5% $8,494 加仓
ACN ACCENTURE PLC IRELAND $60.22万0.49%3,037 832.8% $1.65万 加仓
IGF ISHARES TR $63.62万0.52%9,495 -118-1.2% -$7,906 减仓
HD HOME DEPOT INC $63.91万0.52%1,943 341.8% $1.12万 加仓
UNH UNITEDHEALTH GROUP INC $65.76万0.54%2,430 542.3% $1.46万 加仓
YUM YUM BRANDS INC $66.49万0.54%4,277 711.7% $1.10万 加仓
TMO THERMO FISHER SCIENTIFIC INC $68.61万0.56%1,396 141.0% $6,881 加仓
DLR DIGITAL RLTY TR INC $72.84万0.59%4,042 1273.2% $2.29万 加仓
— HONEYWELL INTL INC $75.24万0.61%3,329 792.4% $1.79万 加仓
ABT ABBOTT LABORATORIES $77.43万0.63%7,542 1752.4% $1.80万 加仓
IYK ISHARES TR $77.83万0.64%11,114 -105-0.9% -$7,353 减仓
BAC BANK AMERICA CORP $77.86万0.64%15,971 2551.6% $1.24万 加仓
SYK STRYKER CORPORATION $82.70万0.68%2,517 381.5% $1.25万 加仓
ACWX ISHARES TR $83.83万0.68%12,244 60.0% $411 加仓
IWM ISHARES TR $88.18万0.72%3,556 -13-0.4% -$3,224 减仓
LLY ELI LILLY & CO $97.45万0.80%1,059 70.7% $6,441 加仓
T AT&T INC $98.60万0.80%34,010 9362.8% $2.71万 加仓
FBND FIDELITY MERRIMACK STR TR $102.68万0.84%22,509 11,479104.1% $52.37万 加仓
MRK MERCK & CO INC $104.17万0.85%8,660 1752.1% $2.10万 加仓
SBUX STARBUCKS CORP $105.72万0.86%11,800 4,00951.5% $35.92万 加仓
IYC ISHARES TR $109.02万0.89%11,248 -139-1.2% -$1.35万 减仓
V VISA INC $111.36万0.91%3,685 631.7% $1.90万 加仓
IYH ISHARES TR $112.13万0.92%18,191 -176-1.0% -$1.08万 减仓
NVDA NVIDIA CORPORATION $112.36万0.92%6,443 621.0% $1.08万 加仓
CVX CHEVRON CORPORATION $112.98万0.92%5,461 911.7% $1.88万 加仓
HDV ISHARES TR $113.63万0.93%8,372 610.7% $8,280 加仓
NFLX NETFLIX INC. $114.98万0.94%11,959 2121.8% $2.04万 加仓
IYZ ISHARES TR $120.33万0.98%30,603 -300-1.0% -$1.18万 减仓
VZ VERIZON COMMUNICATIONS INC $123.45万1.01%24,592 5672.4% $2.85万 加仓
IEUR ISHARES TR $125.06万1.02%17,796 -216-1.2% -$1.52万 减仓
META META PLATFORMS INC $130.75万1.07%2,285 140.6% $8,011 加仓
JPM JPMORGAN CHASE & CO $133.69万1.09%4,545 501.1% $1.47万 加仓
TSLA TESLA INC $140.48万1.15%3,779 330.9% $1.23万 加仓
EEM ISHARES TR $154.56万1.26%27,216 -298-1.1% -$1.69万 减仓
PG PROCTER & GAMBLE CO $168.72万1.38%11,681 2742.4% $3.96万 加仓
MBB ISHARES TR $169.59万1.38%17,860 -280-1.5% -$2.66万 减仓
GS GOLDMAN SACHS GROUP INC $175.60万1.43%2,076 60.3% $5,075 加仓
WMT WALMART INC $177.61万1.45%14,291 1591.1% $1.98万 加仓
AXP AMERICAN EXPRESS CO $180.73万1.48%5,975 841.4% $2.54万 加仓
BABA ALIBABA GROUP HLDG LTD $191.15万1.56%15,236 1991.3% $2.50万 加仓
FLQL FRANKLIN TEMPLETON ETF TR $215.05万1.76%31,793 500.2% $3,382 加仓
KO COCA COLA CO $220.51万1.80%28,995 4891.7% $3.72万 加仓
MSFT MICROSOFT CORP $221.88万1.81%5,994 1,71940.2% $63.63万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $222.50万1.82%4,643 390.8% $1.87万 加仓
JNJ JOHNSON & JOHNSON $230.46万1.88%9,428 1691.8% $4.13万 加仓
IYW ISHARES TR $248.40万2.03%13,692 -188-1.4% -$3.41万 减仓
AMZN AMAZON COM INC $292.56万2.39%14,047 1661.2% $3.46万 加仓
GOOGL ALPHABET INC $307.76万2.51%10,702 410.4% $1.18万 加仓
AAPL APPLE INC $311.28万2.54%12,265 1521.3% $3.86万 加仓
BAB INVESCO EXCH TRADED FD TR II $315.83万2.58%117,149 1,6981.5% $4.58万 加仓
COST COSTCO WHOLESALE CORPORATION $316.26万2.58%3,174 270.9% $2.69万 加仓
XLU SELECT SECTOR SPDR TR $332.62万2.72%72,482 7501.0% $3.44万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $345.17万2.82%10,214 180.2% $6,083 加仓
— FIDELITY MERRIMACK STR TR $404.31万3.30%85,786 -7,800-8.3% -$36.76万 减仓
GARP ISHARES TR $695.96万5.68%108,795 3,4713.3% $22.20万 加仓
QQQ INVESCO QQQ TR $1,000.01万8.16%17,326 1060.6% $6.12万 加仓
IVV ISHARES TR $1,397.70万11.41%21,397 1000.5% $6.53万 加仓