Lakeside Advisors, INC.
- SEC CIK
- 0001913467
- 最新申報
- 2026/7/31
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/30 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 63
- 較 2024 年第 4 季 0
- 總值
- $1.51 億
- 較 2024 年第 4 季 −$15.2 萬 (−0.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 96,363 | $3,617 萬 | 24.0% | −639−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 30,750 | $1,638 萬 | 10.8% | −120−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 14,359 | $1,358 萬 | 9.0% | −500−3.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 38,152 | $650.2 萬 | 4.3% | −196−0.5% | 減碼 | 歷史 |
| NUENucor Corp | COM | 49,237 | $592.5 萬 | 3.9% | +9,059+22.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 17,473 | $480.2 萬 | 3.2% | 00.0% | 不變 | – |
| WMWaste Management Inc | Stock | 19,582 | $453.4 萬 | 3.0% | −300−1.5% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 100,629 | $424.9 萬 | 2.8% | −723−0.7% | 減碼 | 歷史 |
| MMM3M Co | Stock | 28,823 | $423.3 萬 | 2.8% | −693−2.3% | 減碼 | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 32,152 | $386.6 萬 | 2.6% | −250−0.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 23,049 | $382.3 萬 | 2.5% | −36−0.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 16,776 | $351.5 萬 | 2.3% | −100−0.6% | 減碼 | 歷史 |
| PCARPaccar Inc | COM | 33,742 | $328.5 萬 | 2.2% | +474+1.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 94,030 | $265.9 萬 | 1.8% | −2,948−3.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 23,955 | $235.0 萬 | 1.6% | −1,591−6.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,197 | $226.5 萬 | 1.5% | −300−2.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 11,315 | $226.5 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| KRKroger Co | Stock | 29,953 | $202.8 萬 | 1.3% | −499−1.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 17,300 | $187.5 萬 | 1.2% | −1,700−8.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,574 | $173.3 萬 | 1.1% | +40.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,675 | $171.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| Davis Fundamental ETF Tr23908L405 | SELCT INTL ETF | 58,500 | $135.2 萬 | 0.9% | −2,000−3.3% | 減碼 | – |
| NVONovo Nordisk A S | ADR | 19,050 | $132.3 萬 | 0.9% | +400+2.1% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 4,288 | $129.5 萬 | 0.9% | +300+7.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 4,118 | $128.6 萬 | 0.9% | −75−1.8% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 13,381 | $120.2 萬 | 0.8% | +8+0.1% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 10,198 | $114.3 萬 | 0.8% | −50−0.5% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 3,316 | $80.8 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,212 | $74.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 3,687 | $74.3 萬 | 0.5% | −432−10.5% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 15,358 | $70.8 萬 | 0.5% | −900−5.5% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 2,300 | $70.2 萬 | 0.5% | −522−18.5% | 減碼 | 歷史 |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 33,964 | $68.4 萬 | 0.5% | 00.0% | 不變 | – |
| CSXCSX Corp | Stock | 21,600 | $63.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 1,786 | $58.9 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,340 | $57.0 萬 | 0.4% | −40−1.2% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,512 | $52.5 萬 | 0.3% | −1,295−13.2% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 7,275 | $52.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,298 | $50.7 萬 | 0.3% | −99−2.9% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 6,614 | $50.3 萬 | 0.3% | −373−5.3% | 減碼 | 歷史 |
| Guinness Atkinson FDS402031835 | SMARTETFS DIVID | 16,428 | $48.0 萬 | 0.3% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,880 | $46.7 萬 | 0.3% | −100−5.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,420 | $46.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 1,301 | $40.5 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 725 | $39.7 萬 | 0.3% | −50−6.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 477 | $39.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 750 | $38.5 萬 | 0.3% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 5,463 | $37.1 萬 | 0.2% | −350−6.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 2,197 | $36.7 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,432 | $35.8 萬 | 0.2% | −41−0.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,414 | $34.7 萬 | 0.2% | −45−3.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,623 | $31.5 萬 | 0.2% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 11,475 | $29.1 萬 | 0.2% | +104+0.9% | 加碼 | 歷史 |
| Investment Managers Ser Tr I30254T577 | FPA GBL EQTY ETF | 9,600 | $28.8 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 1,834 | $28.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,396 | $26.8 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,685 | $25.8 萬 | 0.2% | +200+3.6% | 加碼 | 歷史 |
| WAFDWafd Inc | Stock | 8,770 | $25.1 萬 | 0.2% | +10+0.1% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y607 | SHOR DUR MUN ETF | 9,500 | $24.7 萬 | 0.2% | +9,500 | 新進 | – |
| Guinness Atkinson FDS402031850 | SUSTNBL ENRGY II | 10,102 | $23.7 萬 | 0.2% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 3,450 | $21.9 萬 | 0.1% | −400−10.4% | 減碼 | 歷史 |
| Guinness Atkinson FDS402031843 | SMARTETFS ASIA | 13,900 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| MVISMicrovision, Inc. | COM NEW | 61,638 | $7.64 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（1 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。