Lodestar Private Asset Management LLC 13F 持仓 · 2026年Q2
Lodestar Private Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 232 只证券，申报市值合计 11.57 亿美元。前几大持仓：IVV（8.88%）、QQQ（4.11%）、QQQM（3.95%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $102.7M | 8.88% | 137,118 | 增持 |
| 2 | QQQ | INVESCO QQQ TR | $47.5M | 4.11% | 64,519 | 减持 |
| 3 | QQQM | INVESCO EXCH TRADED FD TR II | $45.7M | 3.95% | 150,719 | 增持 |
| 4 | AAPL | APPLE INC | $40.8M | 3.53% | 141,047 | 减持 |
| 5 | VTV | VANGUARD INDEX FDS | $40.4M | 3.49% | 185,201 | 增持 |
| 6 | IXUS | ISHARES TR | $39.1M | 3.38% | 409,902 | 增持 |
| 7 | CWI | SPDR INDEX SHS FDS | $36.4M | 3.15% | 895,548 | 增持 |
| 8 | SPAB | SPDR SERIES TRUST | $36.0M | 3.11% | 1.4M | 增持 |
| 9 | BIV | VANGUARD BD INDEX FDS | $29.7M | 2.57% | 387,752 | 增持 |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | $29.6M | 2.56% | 642,277 | 增持 |
| 11 | VTI | VANGUARD INDEX FDS | $28.0M | 2.42% | 75,753 | 增持 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $27.9M | 2.41% | 117,924 | 减持 |
| 13 | IJR | ISHARES TR | $25.3M | 2.19% | 170,430 | 增持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $21.5M | 1.86% | 28,732 | 增持 |
| 15 | IBND | SPDR SERIES TRUST | $21.0M | 1.81% | 671,979 | 增持 |
| 16 | IJH | ISHARES TR | $20.4M | 1.76% | 264,081 | 增持 |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $19.0M | 1.64% | 317,691 | 增持 |
| 18 | SCHD | SCHWAB STRATEGIC TR | $18.5M | 1.60% | 584,465 | 减持 |
| 19 | SCHM | SCHWAB STRATEGIC TR | $18.2M | 1.58% | 494,924 | 增持 |
| 20 | VOO | VANGUARD INDEX FDS | $18.2M | 1.57% | 26,432 | 减持 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | $17.5M | 1.51% | 244,928 | 增持 |
| 22 | IUSB | ISHARES TR | $16.4M | 1.42% | 354,689 | 增持 |
| 23 | SCHB | SCHWAB STRATEGIC TR | $16.3M | 1.41% | 562,821 | 减持 |
| 24 | SCHX | SCHWAB STRATEGIC TR | $16.2M | 1.40% | 550,784 | 增持 |
| 25 | XLK | SELECT SECTOR SPDR TR | $15.9M | 1.38% | 83,529 | 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