Lakeshore Capital Group, Inc.
Rolling Meadows IL · SEC CIK 0002057465
$1.35亿2026Q2 申报市值
74持仓数
47.6%前十大占比 · 第一大 12.0%
3 / 5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
AVGO 新建仓+$127.64万
NVDA 加仓+$81.48万
LRCX 新建仓+$39.66万
FBND 加仓+$39.58万
GARP 加仓+$24.48万
2026Q2 卖出最多 按季末市值估算
VZ 清仓-$123.45万
HONEYWELL INTL I 清仓-$75.24万
KHC 清仓-$55.50万
FIDELITY MERRIMA 减仓-$44.49万
CMCSA 清仓-$41.98万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1,622.93万 | 12.01% | 21,671 | 274 | 1.3% | $20.52万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,300.02万 | 9.62% | 17,654 | 328 | 1.9% | $24.15万 | 加仓 |
| GARP | ISHARES TR | $922.58万 | 6.83% | 111,760 | 2,965 | 2.7% | $24.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $477.08万 | 3.53% | 9,990 | -224 | -2.2% | -$10.70万 | 减仓 |
| GOOGL | ALPHABET INC | $376.83万 | 2.79% | 10,545 | -157 | -1.5% | -$5.61万 | 减仓 |
| — | FIDELITY MERRIMACK STR TR | $359.99万 | 2.66% | 76,351 | -9,435 | -11.0% | -$44.49万 | 减仓 |
| AAPL | APPLE INC | $354.14万 | 2.62% | 12,239 | -26 | -0.2% | -$7,523 | 减仓 |
| IYW | ISHARES TR | $343.57万 | 2.54% | 13,621 | -71 | -0.5% | -$1.79万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $338.79万 | 2.51% | 74,721 | 2,239 | 3.1% | $10.15万 | 加仓 |
| AMZN | AMAZON COM INC | $332.36万 | 2.46% | 13,945 | -102 | -0.7% | -$2.43万 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $325.81万 | 2.41% | 121,389 | 4,240 | 3.6% | $11.38万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $292.99万 | 2.17% | 3,132 | -42 | -1.3% | -$3.93万 | 减仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $244.04万 | 1.81% | 31,176 | -617 | -1.9% | -$4.83万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $238.58万 | 1.77% | 9,394 | -34 | -0.4% | -$8,635 | 减仓 |
| KO | COCA COLA CO | $236.41万 | 1.75% | 29,090 | 95 | 0.3% | $7,721 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $232.49万 | 1.72% | 4,646 | 3 | 0.1% | $1,501 | 加仓 |
| MSFT | MICROSOFT CORP | $224.36万 | 1.66% | 6,015 | 21 | 0.4% | $7,833 | 加仓 |
| NVDA | NVIDIA CORPORATION | $210.39万 | 1.56% | 10,515 | 4,072 | 63.2% | $81.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $205.06万 | 1.52% | 2,028 | -48 | -2.3% | -$4.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $201.99万 | 1.50% | 5,972 | -3 | -0.1% | -$1,015 | 减仓 |
| EEM | ISHARES TR | $186.02万 | 1.38% | 27,192 | -24 | -0.1% | -$1,642 | 减仓 |
| PG | PROCTER & GAMBLE CO | $172.83万 | 1.28% | 11,786 | 105 | 0.9% | $1.54万 | 加仓 |
| WMT | WALMART INC | $161.17万 | 1.19% | 14,230 | -61 | -0.4% | -$6,909 | 减仓 |
| TSLA | TESLA INC | $158.69万 | 1.17% | 3,773 | -6 | -0.2% | -$2,524 | 减仓 |
| MBB | ISHARES TR | $154.49万 | 1.14% | 16,344 | -1,516 | -8.5% | -$14.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $148.88万 | 1.10% | 4,548 | 3 | 0.1% | $982 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $145.97万 | 1.08% | 15,208 | -28 | -0.2% | -$2,687 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $141.97万 | 1.05% | 31,209 | 8,700 | 38.7% | $39.58万 | 加仓 |
| IEUR | ISHARES TR | $135.43万 | 1.00% | 18,016 | 220 | 1.2% | $1.65万 | 加仓 |
| IYZ | ISHARES TR | $129.16万 | 0.96% | 30,527 | -76 | -0.2% | -$3,216 | 减仓 |
| META | META PLATFORMS INC | $128.35万 | 0.95% | 2,279 | -6 | -0.3% | -$3,379 | 减仓 |
| AVGO | BROADCOM INC | $127.64万 | 0.94% | 3,379 | 3,379 | — | $127.64万 | 新建仓 |
| V | VISA INC | $127.22万 | 0.94% | 3,708 | 23 | 0.6% | $7,891 | 加仓 |
| LLY | ELI LILLY & CO | $125.44万 | 0.93% | 1,046 | -13 | -1.2% | -$1.56万 | 减仓 |
| IYH | ISHARES TR | $121.55万 | 0.90% | 18,139 | -52 | -0.3% | -$3,484 | 减仓 |
| SBUX | STARBUCKS CORP | $121.36万 | 0.90% | 11,876 | 76 | 0.6% | $7,767 | 加仓 |
| IYC | ISHARES TR | $113.40万 | 0.84% | 11,217 | -31 | -0.3% | -$3,134 | 减仓 |
| HDV | ISHARES TR | $113.06万 | 0.84% | 41,247 | -613 | -1.5% | -$1.68万 | 减仓 |
| MRK | MERCK & CO INC | $111.48万 | 0.83% | 8,676 | 16 | 0.2% | $2,056 | 加仓 |
| IWM | ISHARES TR | $105.29万 | 0.78% | 3,504 | -52 | -1.5% | -$1.56万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.98万 | 0.75% | 2,454 | 24 | 1.0% | $9,974 | 加仓 |
| ACWX | ISHARES TR | $93.48万 | 0.69% | 12,282 | 38 | 0.3% | $2,892 | 加仓 |
| CVX | CHEVRON CORPORATION | $90.71万 | 0.67% | 5,472 | 11 | 0.2% | $1,823 | 加仓 |
| BAC | BANK OF AMER CORP | $90.50万 | 0.67% | 15,883 | -88 | -0.6% | -$5,014 | 减仓 |
| NFLX | NETFLIX INC. | $84.95万 | 0.63% | 11,898 | -61 | -0.5% | -$4,355 | 减仓 |
| IYK | ISHARES TR | $80.74万 | 0.60% | 11,112 | -2 | -0.0% | -$145 | 减仓 |
| SYK | STRYKER CORPORATION | $79.81万 | 0.59% | 2,535 | 18 | 0.7% | $5,667 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $72.29万 | 0.54% | 4,025 | -17 | -0.4% | -$3,053 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $70.39万 | 0.52% | 1,404 | 8 | 0.6% | $4,011 | 加仓 |
| T | AT&T INC | $69.99万 | 0.52% | 33,812 | -198 | -0.6% | -$4,099 | 减仓 |
| ABT | ABBOTT LABORATORIES | $69.71万 | 0.52% | 7,682 | 140 | 1.9% | $1.27万 | 加仓 |
| HD | HOME DEPOT INC | $69.19万 | 0.51% | 1,962 | 19 | 1.0% | $6,700 | 加仓 |
| YUM | YUM BRANDS INC | $68.48万 | 0.51% | 4,284 | 7 | 0.2% | $1,119 | 加仓 |
| IGF | ISHARES TR | $63.69万 | 0.47% | 9,563 | 68 | 0.7% | $4,529 | 加仓 |
| IYJ | ISHARES TR | $63.64万 | 0.47% | 3,819 | -18 | -0.5% | -$3,000 | 减仓 |
| IYG | ISHARES TR | $62.34万 | 0.46% | 6,891 | -14 | -0.2% | -$1,267 | 减仓 |
| MA | MASTERCARD INCORPORATED | $61.10万 | 0.45% | 1,190 | 3 | 0.3% | $1,540 | 加仓 |
| BX | BLACKSTONE INC | $58.64万 | 0.43% | 4,984 | 44 | 0.9% | $5,177 | 加仓 |
| DIS | DISNEY WALT CO | $56.71万 | 0.42% | 5,892 | -33 | -0.6% | -$3,176 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $53.83万 | 0.40% | 15,831 | 209 | 1.3% | $7,106 | 加仓 |
| MCD | MCDONALDS CORP | $44.90万 | 0.33% | 1,661 | 14 | 0.9% | $3,784 | 加仓 |
| JD | JD.COM INC | $44.29万 | 0.33% | 17,382 | 584 | 3.5% | $1.49万 | 加仓 |
| IYM | ISHARES TR | $40.03万 | 0.30% | 2,229 | -8 | -0.4% | -$1,437 | 减仓 |
| LRCX | LAM RESEARCH CORP | $39.66万 | 0.29% | 915 | 915 | — | $39.66万 | 新建仓 |
| IYE | ISHARES TR | $38.77万 | 0.29% | 6,850 | -15 | -0.2% | -$849 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $38.63万 | 0.29% | 3,104 | 67 | 2.2% | $8,338 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $38.47万 | 0.28% | 736 | -26 | -3.4% | -$1.36万 | 减仓 |
| MUB | ISHARES TR | $36.54万 | 0.27% | 3,395 | 4 | 0.1% | $431 | 加仓 |
| IYR | ISHARES TR | $34.78万 | 0.26% | 3,401 | 1 | 0.0% | $102 | 加仓 |
| IJR | ISHARES TR | $28.02万 | 0.21% | 1,890 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $25.46万 | 0.19% | 2,860 | -42 | -1.4% | -$3,738 | 减仓 |
| ADBE | ADOBE INC | $25.13万 | 0.19% | 1,226 | 31 | 2.6% | $6,355 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $21.92万 | 0.16% | 4,513 | 26 | 0.6% | $1,263 | 加仓 |
| CSCO | CISCO SYS INC | $20.52万 | 0.15% | 1,747 | 1,747 | — | $20.52万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -24,592 | -100.0% | -$123.45万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -3,329 | -100.0% | -$75.24万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -24,677 | -100.0% | -$55.50万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -14,624 | -100.0% | -$41.98万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -6,037 | -100.0% | -$31.89万 | 清仓 |