CIK: 0002057465
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 91
Lakeshore Capital Group, Inc.在最新一期 13F 报告中披露了 91 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 10.3%。
Lakeshore Capital Group, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.035——换算下来相当于约 29 个等权重仓位，明显低于其实际披露的 91 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.28），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 46%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
加仓 FBND
+104.1% US$51.9万
加仓 COST
+0.9% US$44.9万
加仓 JNJ
+1.8% US$38.8万
加仓 SBUX
+51.5% US$40.1万
加仓 TSM
+0.2% US$35.3万
减仓 QQQ
+0.6% -US$57.9万
仅显示前 76 大持股（共 91 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.41% | -0.26% | +0.47% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 8.16% | -0.31% | +0.62% | |
| 3 | GARP | Ishares Msci USA Quality Gar | ETF-其他 | 5.68% | -0.06% | +3.30% | |
| 4 | FCOR | Fidelity Corporate Bond ETF | ETF-投资级公司债 | 3.30% | -0.28% | -8.33% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.82% | +0.34% | +0.18% | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.72% | +0.27% | +1.05% | |
| 7 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.58% | +0.41% | +0.86% | |
| 8 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 2.58% | — | +1.47% | |
| 9 | AAPL | Apple INC | 股票-科技 | 2.54% | -0.10% | +1.25% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.51% | -0.16% | +0.38% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.39% | -0.17% | +1.20% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 2.03% | -0.19% | -1.35% | |
| 13 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.88% | +0.35% | +1.83% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.82% | -0.03% | +0.85% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | +0.16% | +40.21% | |
| 16 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.80% | +0.21% | +1.72% | |
| 17 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股与成长 | 1.76% | — | +0.16% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.56% | -0.20% | +1.32% | |
| 19 | AXP | American Express Co | 股票-金融 | 1.48% | -0.26% | +1.43% | |
| 20 | WMT | Walmart INC | 股票-非周期性消费 | 1.45% | +0.19% | +1.13% | |
| 21 | GS | Goldman Sachs Group INC | 股票-金融 | 1.43% | — | +0.29% | |
| 22 | MBB | Ishares Mbs ETF | ETF-其他 | 1.38% | — | -1.54% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.38% | — | +2.40% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 1.26% | — | -1.08% | |
| 25 | TSLA | Tesla INC | 股票-周期性消费 | 1.15% | -0.20% | +0.88% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.07% | +1.11% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.07% | -0.13% | +0.62% | |
| 28 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.02% | — | -1.20% | |
| 29 | VZ | Verizon Communications INC | 股票-通信服务 | 1.01% | +0.23% | +2.36% | |
| 30 | IYZ | Ishares US Telecommunication | ETF-其他 | 0.98% | +0.14% | -0.97% | |
| 31 | NFLX | Netflix INC | 股票-通信服务 | 0.94% | — | +1.80% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-其他 | 0.93% | +0.12% | +0.73% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.92% | +0.26% | +1.69% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.92% | — | +0.97% | |
| 35 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.92% | -0.04% | -0.96% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | -0.11% | +1.74% | |
| 37 | IYC | Ishares US Consumer Discreti | ETF-其他 | 0.89% | -0.05% | -1.22% | |
| 38 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.86% | +0.34% | +51.46% | |
| 39 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.85% | +0.14% | +2.06% | |
| 40 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.84% | +0.43% | +104.07% | |
| 41 | T | At&t INC | 股票-通信服务 | 0.80% | +0.14% | +2.83% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.80% | -0.10% | +0.67% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.72% | — | -0.36% | |
| 44 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.68% | — | +0.05% | |
| 45 | SYK | Stryker CORP | 股票-医疗保健 | 0.68% | — | +1.53% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | -0.05% | +1.62% | |
| 47 | IYK | Ishares US Consumer Staples | ETF-其他 | 0.64% | — | -0.94% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.63% | -0.11% | +2.38% | |
| 49 | HON | Honeywell International INC | 股票-工业 | 0.61% | +0.10% | +2.43% | |
| 50 | DLR | Digital Realty Trust INC | 股票-房地产 | 0.59% | +0.11% | +3.24% |
Q3 2026表现
+1.6%
近4个季度表现
+16.1%
基于可获取价格的持仓（占申报价值的68%）计算
Lakeshore Capital Group, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Intel CORP (INTC); 新建仓: Occidental Petroleum CORP (OXY); 清仓: Ford Motor Co (F); 加仓: Fidelity Total Bond ETF (FBND) — 股数 +104.07%; 加仓: Costco Wholesale CORP (COST) — 股数 +0.86%.
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-21 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-23 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-10 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-02-26 | 13F-HR | 在 EDGAR 上查看 |
资产规模相近的机构
CIK 0002054674
申报总市值
US$1.2亿
45 stks
2026-03-31
资产规模与本机构相差仅 0.0%
CIK 0002079921
申报总市值
US$1.2亿
24 stks
2026-03-31
资产规模与本机构相差仅 0.0%
CIK 0002048774
申报总市值
US$1.2亿
44 stks
2026-03-31
资产规模与本机构相差仅 0.0%
持仓风格相似的机构
CIK 0000009015
申报总市值
US$61.9亿
238 stks
2026-03-31
前五大持仓重叠 2/5 档，同样重仓 Ishares Core S&p 500 ETF
CIK 0000073956
申报总市值
US$17.5亿
360 stks
2026-06-30
前五大持仓重叠 2/5 档，同样重仓 Invesco Qqq Trust Series 1
CIK 0000925208
申报总市值
US$26.6亿
710 stks
2023-12-31
数据过旧，未更新
前五大持仓重叠 2/5 档，同样重仓 Ishares Core S&p 500 ETF