Stonehearth Capital Management, LLC
DANVERS MA · SEC CIK 0001550191
$2.93亿2026Q2 申报市值
94持仓数
71.2%前十大占比 · 第一大 13.7%
10 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
EVTR 新建仓+$1,430.49万
SCHD 加仓+$1,033.97万
QQQM 新建仓+$743.58万
IEMG 加仓+$570.09万
VPLS 新建仓+$219.67万
2026Q2 卖出最多 按季末市值估算
VLUE 减仓-$1,997.06万
DJP 清仓-$735.80万
GLD 减仓-$676.49万
MTUM 减仓-$242.59万
VEA 减仓-$76.24万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | $4,008.59万 | 13.68% | 116,926 | -7,076 | -5.7% | -$242.59万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $3,073.75万 | 10.49% | 969,332 | 326,071 | 50.7% | $1,033.97万 | 加仓 |
| VLUE | ISHARES TR | $2,726.91万 | 9.30% | 136,475 | -99,948 | -42.3% | -$1,997.06万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,526.66万 | 8.62% | 612,525 | 6,409 | 1.1% | $26.44万 | 加仓 |
| QLTY | GMO ETF TRUST | $1,862.81万 | 6.36% | 447,576 | 6,650 | 1.5% | $27.68万 | 加仓 |
| OUSM | ALPS ETF TR | $1,795.23万 | 6.13% | 377,783 | 9,756 | 2.7% | $46.36万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,718.50万 | 5.86% | 287,905 | 4,043 | 1.4% | $24.13万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,430.49万 | 4.88% | 282,092 | 282,092 | — | $1,430.49万 | 新建仓 |
| QUAL | ISHARES TR | $952.65万 | 3.25% | 43,415 | -1,413 | -3.2% | -$31.01万 | 减仓 |
| IEMG | ISHARES INC | $782.88万 | 2.67% | 94,505 | 68,818 | 267.9% | $570.09万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $743.58万 | 2.54% | 24,543 | 24,543 | — | $743.58万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $716.71万 | 2.45% | 74,278 | 503 | 0.7% | $4.85万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $452.70万 | 1.54% | 34,233 | -1,398 | -3.9% | -$18.49万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $419.82万 | 1.43% | 68,710 | -174 | -0.3% | -$1.06万 | 减仓 |
| CRBN | ISHARES TR | $360.54万 | 1.23% | 14,252 | 4 | 0.0% | $1,012 | 加仓 |
| AAPL | APPLE INC | $346.57万 | 1.18% | 11,977 | -555 | -4.4% | -$16.06万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $298.58万 | 1.02% | 65,335 | -2,907 | -4.3% | -$13.28万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $236.59万 | 0.81% | 16,674 | -404 | -2.4% | -$5.73万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $219.67万 | 0.75% | 28,317 | 28,317 | — | $219.67万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $197.79万 | 0.67% | 9,076 | -721 | -7.4% | -$15.71万 | 减仓 |
| NUSC | NUSHARES ETF TR | $196.55万 | 0.67% | 37,711 | -1,408 | -3.6% | -$7.34万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $194.07万 | 0.66% | 32,904 | -286 | -0.9% | -$1.69万 | 减仓 |
| ILF | ISHARES TR | $186.29万 | 0.64% | 55,198 | -1,981 | -3.5% | -$6.69万 | 减仓 |
| — | AMPLIFY ETF TR | $177.76万 | 0.61% | 22,052 | -85 | -0.4% | -$6,852 | 减仓 |
| SCZ | ISHARES TR | $172.25万 | 0.59% | 20,937 | 20,937 | — | $172.25万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $169.93万 | 0.58% | 23,850 | -10,701 | -31.0% | -$76.24万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $156.17万 | 0.53% | 30,161 | -3,877 | -11.4% | -$20.08万 | 减仓 |
| RTX | RTX CORPORATION | $149.29万 | 0.51% | 7,868 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $140.40万 | 0.48% | 15,583 | -12 | -0.1% | -$1,081 | 减仓 |
| EAGG | ISHARES TR | $120.39万 | 0.41% | 25,393 | 1,008 | 4.1% | $4.78万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $119.15万 | 0.41% | 7,540 | -287 | -3.7% | -$4.54万 | 减仓 |
| — | EXXON MOBIL CORP | $114.05万 | 0.39% | 8,342 | -1,408 | -14.4% | -$19.25万 | 减仓 |
| GOVT | ISHARES TR | $106.59万 | 0.36% | 46,789 | 4,851 | 11.6% | $11.05万 | 加仓 |
| GE | GE AEROSPACE | $106.10万 | 0.36% | 2,839 | -912 | -24.3% | -$34.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $102.58万 | 0.35% | 2,050 | 0 | 0.0% | — | 不变 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $99.55万 | 0.34% | 13,767 | -747 | -5.1% | -$5.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $93.57万 | 0.32% | 1,253 | -6 | -0.5% | -$4,481 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $91.80万 | 0.31% | 23,451 | -875 | -3.6% | -$3.43万 | 减仓 |
| IWF | ISHARES TR | $83.85万 | 0.29% | 6,753 | -495 | -6.8% | -$6.15万 | 减仓 |
| GEV | GE VERNOVA INC | $82.24万 | 0.28% | 700 | -219 | -23.8% | -$25.73万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD | $75.94万 | 0.26% | 5,116 | -1,152 | -18.4% | -$17.10万 | 减仓 |
| GLD | SPDR GOLD TR | $74.78万 | 0.26% | 2,030 | -18,364 | -90.0% | -$676.49万 | 减仓 |
| AMZN | AMAZON COM INC | $74.29万 | 0.25% | 3,117 | -244 | -7.3% | -$5.82万 | 减仓 |
| USMV | ISHARES TR | $63.31万 | 0.22% | 6,563 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $62.36万 | 0.21% | 6,326 | -654 | -9.4% | -$6.45万 | 减仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $59.87万 | 0.20% | 16,411 | -997 | -5.7% | -$3.64万 | 减仓 |
| HD | HOME DEPOT INC | $48.92万 | 0.17% | 1,387 | -9 | -0.6% | -$3,174 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $48.75万 | 0.17% | 1,920 | -825 | -30.1% | -$20.95万 | 减仓 |
| KLAC | KLA CORP | $43.78万 | 0.15% | 1,451 | -1,019 | -41.3% | -$30.75万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $41.08万 | 0.14% | 1,790 | -370 | -17.1% | -$8.49万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $40.36万 | 0.14% | 2,017 | 200 | 11.0% | $4.00万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $40.17万 | 0.14% | 8,812 | 315 | 3.7% | $1.44万 | 加仓 |
| IWD | ISHARES TR | $37.65万 | 0.13% | 1,553 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $37.52万 | 0.13% | 501 | -5 | -1.0% | -$3,744 | 减仓 |
| TSLA | TESLA INC | $37.05万 | 0.13% | 881 | -34 | -3.7% | -$1.43万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $34.91万 | 0.12% | 3,914 | -35 | -0.9% | -$3,122 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $34.90万 | 0.12% | 7,434 | -142 | -1.9% | -$6,665 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $34.78万 | 0.12% | 1,394 | -165 | -10.6% | -$4.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $34.52万 | 0.12% | 369 | 0 | 0.0% | — | 不变 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $32.74万 | 0.11% | 9,704 | -106 | -1.1% | -$3,576 | 减仓 |
| PGR | PROGRESSIVE CORP | $31.30万 | 0.11% | 1,433 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $30.86万 | 0.11% | 3,304 | -440 | -11.8% | -$4.11万 | 减仓 |
| L | LOEWS CORP | $30.57万 | 0.10% | 2,700 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $29.99万 | 0.10% | 250 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $29.47万 | 0.10% | 5,512 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $26.46万 | 0.09% | 1,200 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $25.45万 | 0.09% | 401 | -120 | -23.0% | -$7.62万 | 减仓 |
| PFE | PFIZER INC | $25.16万 | 0.09% | 10,448 | -1,013 | -8.8% | -$2.44万 | 减仓 |
| EXEL | EXELIXIS INC | $25.13万 | 0.09% | 4,619 | 4,619 | — | $25.13万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $24.55万 | 0.08% | 5,799 | -5,200 | -47.3% | -$22.02万 | 减仓 |
| MRK | MERCK & CO INC | $24.36万 | 0.08% | 1,896 | -932 | -33.0% | -$11.98万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $24.34万 | 0.08% | 2,826 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $24.33万 | 0.08% | 6,991 | 6,991 | — | $24.33万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $24.33万 | 0.08% | 478 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $24.17万 | 0.08% | 239 | -37 | -13.4% | -$3.74万 | 减仓 |
| EOG | EOG RES INC | $23.77万 | 0.08% | 1,832 | -325 | -15.1% | -$4.22万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $23.74万 | 0.08% | 4,910 | 288 | 6.2% | $1.39万 | 加仓 |
| GOOGL | ALPHABET INC | $23.66万 | 0.08% | 662 | -200 | -23.2% | -$7.15万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $23.19万 | 0.08% | 13,079 | -1,582 | -10.8% | -$2.80万 | 减仓 |
| MUB | ISHARES TR | $23.10万 | 0.08% | 2,146 | -55 | -2.5% | -$5,919 | 减仓 |
| AOR | ISHARES TR | $23.04万 | 0.08% | 3,315 | -402 | -10.8% | -$2.79万 | 减仓 |
| CSCO | CISCO SYS INC | $22.65万 | 0.08% | 1,928 | 1,928 | — | $22.65万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $22.43万 | 0.08% | 1,775 | 1,775 | — | $22.43万 | 新建仓 |
| ORCL | ORACLE CORP | $21.92万 | 0.07% | 1,496 | -2,748 | -64.8% | -$40.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $21.68万 | 0.07% | 581 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $21.66万 | 0.07% | 955 | -132 | -12.1% | -$2.99万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $21.10万 | 0.07% | 1,128 | -169 | -13.0% | -$3.16万 | 减仓 |
| SBUX | STARBUCKS CORP | $21.10万 | 0.07% | 2,065 | 2,065 | — | $21.10万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.97万 | 0.07% | 2,906 | -128 | -4.2% | -$9,236 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $20.94万 | 0.07% | 3,869 | -4,939 | -56.1% | -$26.73万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $20.40万 | 0.07% | 297 | -699 | -70.2% | -$48.01万 | 减仓 |
| QCOM | QUALCOMM INC | $20.14万 | 0.07% | 1,090 | -692 | -38.8% | -$12.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $20.10万 | 0.07% | 614 | -500 | -44.9% | -$16.37万 | 减仓 |
| CROX | CROCS INC | $20.05万 | 0.07% | 1,662 | 1,662 | — | $20.05万 | 新建仓 |
| DJP | BARCLAYS BANK PLC | $0 | 0.00% | 0 | -152,846 | -100.0% | -$735.80万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -3,078 | -100.0% | -$30.56万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -425 | -100.0% | -$28.96万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,193 | -100.0% | -$28.27万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,680 | -100.0% | -$25.77万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -3,015 | -100.0% | -$24.78万 | 清仓 |