13F 机构持仓

Stonehearth Capital Management, LLC

DANVERS MA · SEC CIK 0001550191

2026Q22026Q1 更早 9 个季度 🔒
$2.52亿2026Q1 申报市值
96持仓数
70.8%前十大占比 · 第一大 13.3%
7 / 6新建仓 / 清仓
申报市值走势$2.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VLUE 13.3%
MTUM 11.8%
DFAI 9.4%
SCHD 7.8%
OUSM 6.4%
QLTY 6.3%
VWO 6.1%
GLD 3.5%
QUAL 3.4%
DJP 2.9%

2026Q1 买入最多 按季末市值估算

DJP 新建仓+$735.80万
QLTY 加仓+$72.84万
MNA 新建仓+$63.28万
EOG 新建仓+$31.18万
THC 新建仓+$24.48万

2026Q1 卖出最多 按季末市值估算

VEA 减仓-$901.50万
ILF 减仓-$586.42万
DFAI 减仓-$420.12万
VLUE 减仓-$253.88万
QQQ 清仓-$191.32万

2026Q1 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
QQQ INVESCO QQQ TR $00.00%0 -3,114-100.0% -$191.32万 清仓
EFAX SPDR INDEX SHS FDS $00.00%0 —— — 申报中断
JPST J P MORGAN EXCHANGE TRADED F $00.00%0 -6,681-100.0% -$33.80万 清仓
IJR ISHARES TR $00.00%0 -2,701-100.0% -$32.46万 清仓
META META PLATFORMS INC $00.00%0 -450-100.0% -$29.71万 清仓
CACI CACI INTL INC $00.00%0 -463-100.0% -$24.67万 清仓
EMR EMERSON ELEC CO $00.00%0 -1,836-100.0% -$24.37万 清仓
ABBV ABBVIE INC $20.01万0.08%920 00.0% — 不变
BP BP PLC $20.38万0.08%4,337 4,337— $20.38万 新建仓
VUG VANGUARD INDEX FDS $20.57万0.08%471 00.0% — 不变
AOS SMITH A O CORP $21.21万0.08%3,217 3,217— $21.21万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $21.25万0.08%1,046 00.0% — 不变
MSFT MICROSOFT CORP $21.51万0.09%581 101.8% $3,703 加仓
DKS DICKS SPORTING GOODS INC $21.55万0.09%1,087 575.5% $1.13万 加仓
UBER UBER TECHNOLOGIES INC $21.82万0.09%3,034 973.3% $6,977 加仓
NTRS NORTHERN TR CORP $22.08万0.09%1,582 00.0% — 不变
JPIB J P MORGAN EXCHANGE TRADED F $22.10万0.09%4,622 1914.3% $9,134 加仓
MSTR STRATEGY INC $22.43万0.09%1,797 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $22.94万0.09%14,661 -1,878-11.4% -$2.94万 减仓
QCOM QUALCOMM INC $22.95万0.09%1,782 1,782— $22.95万 新建仓
LLY ELI LILLY & CO $22.99万0.09%250 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $23.35万0.09%276 -2-0.7% -$1,692 减仓
MUB ISHARES TR $23.36万0.09%2,201 854.0% $9,023 加仓
AOR ISHARES TR $23.92万0.09%3,717 90.2% $579 加仓
BR BROADRIDGE FINL SOLUTIONS IN $24.05万0.10%1,480 00.0% — 不变
THC TENET HEALTHCARE CORP $24.48万0.10%1,297 1,297— $24.48万 新建仓
BYD BOYD GAMING CORP $24.78万0.10%3,015 10.0% $82 加仓
GOOGL ALPHABET INC $24.79万0.10%862 10.1% $288 加仓
NFLX NETFLIX INC. $25.77万0.10%2,680 00.0% — 不变
SPDW SPDR INDEX SHS FDS $28.27万0.11%6,193 -1,129-15.4% -$5.15万 减仓
LOW LOWES COS INC $28.35万0.11%1,200 00.0% — 不变
PGR PROGRESSIVE CORP $28.41万0.11%1,433 00.0% — 不变
L LOEWS CORP $28.82万0.11%2,700 00.0% — 不变
LMT LOCKHEED MARTIN CORP $28.86万0.11%478 -22-4.4% -$1.33万 减仓
NOC NORTHROP GRUMMAN CORP $28.96万0.11%425 -33-7.2% -$2.25万 减仓
DE DEERE & CO $29.36万0.12%521 00.0% — 不变
AGG ISHARES TR $30.56万0.12%3,078 -48-1.5% -$4,765 减仓
VFMO VANGUARD WELLINGTON FD $30.73万0.12%1,559 -2-0.1% -$394 减仓
EOG EOG RES INC $31.18万0.12%2,157 2,157— $31.18万 新建仓
NVDA NVIDIA CORPORATION $31.69万0.13%1,817 80.4% $1,395 加仓
PFE PFIZER INC $32.18万0.13%11,461 -187-1.6% -$5,251 减仓
JPM JPMORGAN CHASE & CO $32.77万0.13%1,114 00.0% — 不变
IVV ISHARES TR $33.04万0.13%506 00.0% — 不变
HTRB HARTFORD FDS EXCHANGE TRADED $33.10万0.13%9,810 3443.6% $1.16万 加仓
IWD ISHARES TR $33.18万0.13%1,553 00.0% — 不变
AVDE AMERICAN CENTY ETF TR $33.50万0.13%3,949 -493-11.1% -$4.18万 减仓
TSLA TESLA INC $34.02万0.13%915 -56-5.8% -$2.08万 减仓
MRK MERCK & CO INC $34.02万0.13%2,828 46719.8% $5.62万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $35.67万0.14%7,576 3314.6% $1.56万 加仓
KLAC KLA CORP $36.38万0.14%247 -52-17.4% -$7.66万 减仓
COST COSTCO WHOLESALE CORPORATION $36.77万0.15%369 00.0% — 不变
SLV ISHARES SILVER TR $37.56万0.15%5,512 -1,170-17.5% -$7.97万 减仓
STLD STEEL DYNAMICS INC $38.89万0.15%2,160 -74-3.3% -$1.33万 减仓
DBND DOUBLELINE ETF TRUST $38.92万0.15%8,497 4555.7% $2.08万 加仓
NEM NEWMONT CORP $40.53万0.16%3,744 -1,036-21.7% -$11.21万 减仓
HD HOME DEPOT INC $45.91万0.18%1,396 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $55.22万0.22%10,999 -375-3.3% -$1.88万 减仓
FDMO FIDELITY COVINGTON TRUST $55.91万0.22%6,980 00.0% — 不变
VOO VANGUARD INDEX FDS $59.50万0.24%996 -35-3.4% -$2.09万 减仓
USMV ISHARES TR $60.87万0.24%6,563 -578-8.1% -$5.36万 减仓
ORCL ORACLE CORP $62.44万0.25%4,244 00.0% — 不变
MNA NEW YORK LIFE INVESTMENTS ET $63.28万0.25%17,408 17,408— $63.28万 新建仓
JNJ JOHNSON & JOHNSON $67.09万0.27%2,745 00.0% — 不变
AMZN AMAZON COM INC $70.00万0.28%3,361 00.0% — 不变
IWF ISHARES TR $77.26万0.31%1,812 00.0% — 不变
GEV GE VERNOVA INC $80.22万0.32%919 -13-1.4% -$1.13万 减仓
SPY STATE STR SPDR S&P 500 ETF T $81.88万0.32%1,259 00.0% — 不变
VFVA VANGUARD WELLINGTON FD $84.37万0.33%6,268 -86-1.4% -$1.16万 减仓
HMOP HARTFORD FDS EXCHANGE TRADED $94.24万0.37%24,326 7263.1% $2.81万 加仓
GOVT ISHARES TR $96.08万0.38%41,938 1370.3% $3,139 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $98.24万0.39%2,050 00.0% — 不变
JPIN J P MORGAN EXCHANGE TRADED F $103.40万0.41%14,514 -1,699-10.5% -$12.10万 减仓
GE GE AEROSPACE $106.44万0.42%3,751 -1,156-23.6% -$32.80万 减仓
VYM VANGUARD WHITEHALL FDS $115.92万0.46%7,827 00.0% — 不变
EAGG ISHARES TR $115.95万0.46%24,385 -124-0.5% -$5,896 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $117.26万0.46%15,595 -10-0.1% -$752 减仓
— AMPLIFY ETF TR $146.28万0.58%22,137 -1,468-6.2% -$9.70万 减仓
RTX RTX CORPORATION $151.78万0.60%7,868 00.0% — 不变
SPEM SPDR INDEX SHS FDS $159.67万0.63%34,038 -2,884-7.8% -$13.53万 减仓
— EXXON MOBIL CORP $165.42万0.66%9,750 -35-0.4% -$5,938 减仓
NUSC NUSHARES ETF TR $176.27万0.70%39,119 -2,856-6.8% -$12.87万 减仓
IEMG ISHARES INC $179.17万0.71%25,687 1680.7% $1.17万 加仓
VTV VANGUARD INDEX FDS $192.22万0.76%9,797 -1,143-10.4% -$22.43万 减仓
VGIT VANGUARD SCOTTSDALE FDS $197.65万0.78%33,190 -3,702-10.0% -$22.05万 减仓
ILF ISHARES TR $203.10万0.80%57,179 -165,095-74.3% -$586.42万 减仓
GSLC GOLDMAN SACHS ETF TR $213.70万0.85%17,078 -472-2.7% -$5.91万 减仓
VEA VANGUARD TAX-MANAGED FDS $221.40万0.88%34,551 -140,683-80.3% -$901.50万 减仓
GSIE GOLDMAN SACHS ETF TR $294.33万1.17%68,242 -11,251-14.2% -$48.53万 减仓
CRBN ISHARES TR $317.46万1.26%14,248 -793-5.3% -$17.67万 减仓
AAPL APPLE INC $318.05万1.26%12,532 -3,041-19.5% -$77.18万 减仓
SPYX SPDR SERIES TRUST $365.29万1.45%68,884 -2,438-3.4% -$12.93万 减仓
ESGV VANGUARD WORLD FD $400.03万1.58%35,631 -654-1.8% -$7.34万 减仓
AVEM AMERICAN CENTY ETF TR $594.48万2.35%73,775 2,0962.9% $16.89万 加仓
DJP BARCLAYS BANK PLC $735.80万2.91%152,846 152,846— $735.80万 新建仓
QUAL ISHARES TR $859.84万3.41%44,828 -3,961-8.1% -$75.98万 减仓
GLD SPDR GOLD TR $877.53万3.48%20,394 -2,018-9.0% -$86.83万 减仓
VWO VANGUARD INTL EQUITY INDEX F $1,534.27万6.08%283,862 -1,983-0.7% -$10.72万 减仓
QLTY GMO ETF TRUST $1,595.27万6.32%440,926 20,1334.8% $72.84万 加仓
OUSM ALPS ETF TR $1,609.75万6.38%368,027 250.0% $1,094 加仓
SCHD SCHWAB STRATEGIC TR $1,973.52万7.82%643,261 -3,558-0.6% -$10.92万 减仓