Lakeside Advisors, INC.
- SEC CIK
- 0001913467
- 最新申報
- 2026/7/31
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/3/8 申報。只含多頭部位。
- 持股檔數
- 55
- 2021 年第 3 季沒有申報
- 總值
- $1.36 億
- 2021 年第 3 季沒有申報
Lakeside Advisors, INC. 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 118,038 | $3,970 萬 | 29.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 19,533 | $1,109 萬 | 8.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 29,509 | $882.3 萬 | 6.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 43,526 | $712.0 萬 | 5.3% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 114,143 | $641.1 萬 | 4.7% | – | – | 歷史 |
| NUENucor Corp | COM | 44,721 | $510.5 萬 | 3.8% | – | – | 歷史 |
| MMM3M Co | Stock | 26,937 | $478.5 萬 | 3.5% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 33,416 | $448.7 萬 | 3.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 24,950 | $426.8 萬 | 3.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 22,868 | $381.7 萬 | 2.8% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 27,922 | $326.6 萬 | 2.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 112,225 | $276.1 萬 | 2.0% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,721 | $267.0 萬 | 2.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 12,901 | $229.1 萬 | 1.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,680 | $204.3 萬 | 1.5% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,875 | $202.3 萬 | 1.5% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 17,500 | $165.3 萬 | 1.2% | – | – | 歷史 |
| KRKroger Co | Stock | 36,388 | $164.7 萬 | 1.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 30,389 | $156.5 萬 | 1.2% | – | – | 歷史 |
| Davis Fundamental ETF Tr23908L405 | SELCT INTL ETF | 76,100 | $147.6 萬 | 1.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 4,909 | $131.6 萬 | 1.0% | – | – | 歷史 |
| PCARPaccar Inc | COM | 14,162 | $125.0 萬 | 0.9% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 4,291 | $110.9 萬 | 0.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,638 | $107.9 萬 | 0.8% | – | – | 歷史 |
| EXCExelon Corp | Stock | 18,253 | $105.4 萬 | 0.8% | – | – | 歷史 |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 45,425 | $102.2 萬 | 0.8% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 12,347 | $89.6 萬 | 0.7% | – | – | 歷史 |
| CBChubb Ltd | Stock | 4,528 | $87.5 萬 | 0.6% | – | – | 歷史 |
| BABoeing Co | Stock | 4,038 | $81.3 萬 | 0.6% | – | – | 歷史 |
| CSXCSX Corp | Stock | 21,600 | $81.2 萬 | 0.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,480 | $72.9 萬 | 0.5% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 3,950 | $65.8 萬 | 0.5% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 12,908 | $61.9 萬 | 0.5% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 8,043 | $53.3 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,808 | $43.1 萬 | 0.3% | – | – | 歷史 |
| Guinness Atkinson FDS402031835 | SMARTETFS DIVID | 14,928 | $40.1 萬 | 0.3% | – | – | – |
| QCOMQualcomm Inc | Stock | 2,166 | $39.6 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,000 | $35.9 萬 | 0.3% | – | – | 歷史 |
| Managed Portfolio Series46143U849 | KNWLDL LD ETF | 7,300 | $34.9 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 1,575 | $32.6 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 5,512 | $32.5 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,335 | $31.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,723 | $29.6 萬 | 0.2% | – | – | – |
| Guinness Atkinson FDS402031850 | SUSTNBL ENRGY II | 8,602 | $28.3 萬 | 0.2% | – | – | – |
| WAFDWafd Inc | Stock | 8,280 | $27.6 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,699 | $26.9 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,153 | $25.9 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,169 | $25.4 萬 | 0.2% | – | – | 歷史 |
| CTICCti Biopharma Corp | COM | 97,780 | $24.2 萬 | 0.2% | – | – | 歷史 |
| Guinness Atkinson FDS402031843 | SMARTETFS ASIA | 13,900 | $22.9 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 67 | $22.3 萬 | 0.2% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 1,860 | $20.8 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 4,036 | $20.3 萬 | 0.1% | – | – | 歷史 |
| FAXAbrdn Asia-Pacific Income Fund, Inc. | COM | 31,499 | $12.0 萬 | 0.1% | – | – | 歷史 |
| MVISMicrovision, Inc. | COM NEW | 17,638 | $8.80 萬 | 0.1% | – | – | 歷史 |