Lake Street Private Wealth, LLC 13F 持仓 · 2026年Q2
Lake Street Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 275 只证券，申报市值合计 8.74 亿美元。前几大持仓：VTV（6.57%）、AAPL（5.12%）、NVDA（4.92%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $57.5M | 6.57% | 263,720 | 增持 |
| 2 | AAPL | APPLE INC | $44.8M | 5.12% | 154,772 | 减持 |
| 3 | NVDA | NVIDIA CORPORATION | $43.0M | 4.92% | 215,118 | 减持 |
| 4 | VUG | VANGUARD INDEX FDS | $41.8M | 4.78% | 484,778 | 增持 |
| 5 | QQQ | INVESCO QQQ TR | $19.9M | 2.27% | 26,985 | 增持 |
| 6 | FTSM | FIRST TR EXCHANGE-TRADED FD | $17.9M | 2.04% | 299,101 | 增持 |
| 7 | AMZN | AMAZON COM INC | $17.0M | 1.95% | 71,409 | 减持 |
| 8 | BAR | GRANITESHARES GOLD TR | $16.1M | 1.85% | 408,474 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $15.9M | 1.82% | 42,653 | 减持 |
| 10 | IJH | ISHARES TR | $14.9M | 1.71% | 193,849 | 增持 |
| 11 | GOOGL | ALPHABET INC | $14.4M | 1.65% | 40,246 | 减持 |
| 12 | PSQO | PALMER SQUARE FUNDS TR | $13.8M | 1.58% | 669,005 | 减持 |
| 13 | CRWD | CROWDSTRIKE HLDGS INC | $12.8M | 1.46% | 16,719 | 减持 |
| 14 | GOOG | ALPHABET INC | $12.7M | 1.46% | 36,060 | 减持 |
| 15 | IJT | ISHARES TR | $12.2M | 1.40% | 68,525 | 增持 |
| 16 | AVGO | BROADCOM INC | $12.0M | 1.37% | 31,678 | 增持 |
| 17 | IEMG | ISHARES INC | $11.8M | 1.35% | 142,684 | 增持 |
| 18 | PYLD | PIMCO ETF TR | $11.8M | 1.35% | 445,882 | 减持 |
| 19 | IJS | ISHARES TR | $11.7M | 1.34% | 85,450 | 增持 |
| 20 | GSY | INVESCO ACTIVELY MANAGED EXC | $11.3M | 1.29% | 224,985 | 增持 |
| 21 | GS | GOLDMAN SACHS GROUP INC | $11.0M | 1.26% | 10,870 | 减持 |
| 22 | EWJ | ISHARES INC | $10.7M | 1.22% | 114,467 | 增持 |
| 23 | UNH | UNITEDHEALTH GROUP INC | $10.3M | 1.18% | 24,723 | 增持 |
| 24 | JPM | JPMORGAN CHASE & CO | $9.6M | 1.10% | 29,272 | 减持 |
| 25 | SNOW | SNOWFLAKE INC | $9.1M | 1.05% | 35,943 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR