Stone Summit Wealth LLC
MIAMI FL · SEC CIK 0001908192
$3.59亿2026Q1 申报市值
142持仓数
37.9%前十大占比 · 第一大 6.3%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$254.29万
VCSH 加仓+$187.15万
BSV 加仓+$109.24万
MRK 加仓+$63.51万
BMY 加仓+$63.12万
2026Q1 卖出最多 按季末市值估算
HEFA 减仓-$188.10万
VTV 减仓-$110.15万
PEP 减仓-$70.42万
VBR 减仓-$65.44万
GOOG 减仓-$52.64万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -418 | -100.0% | -$27.59万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -2,456 | -100.0% | -$26.99万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -3,213 | -100.0% | -$22.94万 | 清仓 |
| FNDC | SCHWAB STRATEGIC TR | $20.60万 | 0.06% | 4,444 | -68 | -1.5% | -$3,152 | 减仓 |
| GLDM | WORLD GOLD TR | $22.00万 | 0.06% | 2,374 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $22.14万 | 0.06% | 3,007 | -5,891 | -66.2% | -$43.38万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $22.47万 | 0.06% | 975 | -25 | -2.5% | -$5,762 | 减仓 |
| IWD | ISHARES TR | $23.20万 | 0.06% | 1,086 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $23.74万 | 0.07% | 3,172 | -4,036 | -56.0% | -$30.20万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $24.70万 | 0.07% | 22,699 | -2,300 | -9.2% | -$2.50万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $25.03万 | 0.07% | 2,936 | -50 | -1.7% | -$4,262 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $25.77万 | 0.07% | 7,822 | -189 | -2.4% | -$6,228 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $26.27万 | 0.07% | 5,256 | -120 | -2.2% | -$5,999 | 减仓 |
| CVX | CHEVRON CORPORATION | $26.32万 | 0.07% | 1,272 | -211 | -14.2% | -$4.37万 | 重新持有 |
| EZU | ISHARES INC | $26.98万 | 0.08% | 4,307 | -59 | -1.4% | -$3,696 | 减仓 |
| PFF | ISHARES TR | $27.18万 | 0.08% | 8,965 | -2,135 | -19.2% | -$6.47万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $27.31万 | 0.08% | 2,055 | -221 | -9.7% | -$2.94万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $27.39万 | 0.08% | 3,885 | 169 | 4.5% | $1.19万 | 加仓 |
| SCZ | ISHARES TR | $27.51万 | 0.08% | 3,508 | -12 | -0.3% | -$941 | 减仓 |
| IWB | ISHARES TR | $28.10万 | 0.08% | 788 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $28.63万 | 0.08% | 1,770 | 50 | 2.9% | $8,086 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $28.94万 | 0.08% | 1,420 | 1,420 | — | $28.94万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $29.49万 | 0.08% | 7,569 | -1,088 | -12.6% | -$4.24万 | 减仓 |
| TFC | TRUIST FINL CORP | $29.88万 | 0.08% | 6,500 | -500 | -7.1% | -$2.30万 | 减仓 |
| CSCO | CISCO SYS INC | $31.04万 | 0.09% | 4,000 | -210 | -5.0% | -$1.63万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $31.13万 | 0.09% | 10,335 | -685 | -6.2% | -$2.06万 | 减仓 |
| AMZN | AMAZON COM INC | $32.49万 | 0.09% | 1,560 | -79 | -4.8% | -$1.65万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $33.75万 | 0.09% | 1,032 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.01万 | 0.09% | 6,720 | -5,584 | -45.4% | -$28.26万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $34.37万 | 0.10% | 3,150 | -125 | -3.8% | -$1.36万 | 减仓 |
| ETN | EATON CORP PLC | $34.87万 | 0.10% | 975 | -75 | -7.1% | -$2.68万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $34.88万 | 0.10% | 6,917 | 1,083 | 18.6% | $5.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $35.26万 | 0.10% | 2,022 | -272 | -11.9% | -$4.74万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $35.71万 | 0.10% | 4,755 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $36.82万 | 0.10% | 1,850 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $37.29万 | 0.10% | 1,200 | -40 | -3.2% | -$1.24万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $37.56万 | 0.10% | 3,692 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $37.92万 | 0.11% | 7,180 | -650 | -8.3% | -$3.43万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $38.40万 | 0.11% | 12,590 | -616 | -4.7% | -$1.88万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.52万 | 0.11% | 12,555 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $39.58万 | 0.11% | 2,700 | 60 | 2.3% | $8,797 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $40.11万 | 0.11% | 3,600 | -200 | -5.3% | -$2.23万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.97万 | 0.11% | 855 | -60 | -6.6% | -$2.88万 | 减仓 |
| AMAT | APPLIED MATLS INC | $41.01万 | 0.11% | 1,200 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $41.11万 | 0.11% | 1,696 | -75 | -4.2% | -$1.82万 | 减仓 |
| IVW | ISHARES TR | $42.00万 | 0.12% | 3,713 | -325 | -8.0% | -$3.68万 | 减仓 |
| IAU | ISHARES GOLD TR | $43.73万 | 0.12% | 4,960 | -21 | -0.4% | -$1,851 | 减仓 |
| IVE | ISHARES TR | $43.83万 | 0.12% | 2,076 | -406 | -16.4% | -$8.57万 | 减仓 |
| ORCL | ORACLE CORP | $45.37万 | 0.13% | 3,084 | -42 | -1.3% | -$6,179 | 减仓 |
| HEFA | ISHARES TR | $45.40万 | 0.13% | 10,683 | -44,263 | -80.6% | -$188.10万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $47.55万 | 0.13% | 3,292 | -145 | -4.2% | -$2.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.92万 | 0.13% | 6,737 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $48.02万 | 0.13% | 1,745 | -150 | -7.9% | -$4.13万 | 减仓 |
| IUSG | ISHARES TR | $48.36万 | 0.13% | 3,118 | 3,118 | — | $48.36万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $50.15万 | 0.14% | 17,247 | -1,517 | -8.1% | -$4.41万 | 减仓 |
| IWM | ISHARES TR | $53.96万 | 0.15% | 2,176 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $54.71万 | 0.15% | 5,409 | 58 | 1.1% | $5,866 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $54.87万 | 0.15% | 21,859 | 9 | 0.0% | $226 | 加仓 |
| ITOT | ISHARES TR | $55.12万 | 0.15% | 3,870 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $56.16万 | 0.16% | 5,668 | 886 | 18.5% | $8.78万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.40万 | 0.16% | 2,669 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $58.22万 | 0.16% | 944 | -184 | -16.3% | -$11.35万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $60.14万 | 0.17% | 20,000 | 20,000 | — | $60.14万 | 新建仓 |
| IWF | ISHARES TR | $60.34万 | 0.17% | 1,415 | -5 | -0.4% | -$2,132 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $63.10万 | 0.18% | 21,661 | 10,217 | 89.3% | $29.76万 | 加仓 |
| BAC | BANK AMERICA CORP | $64.35万 | 0.18% | 13,200 | -1,050 | -7.4% | -$5.12万 | 减仓 |
| DIS | DISNEY WALT CO | $68.33万 | 0.19% | 7,090 | -5,006 | -41.4% | -$48.25万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $74.60万 | 0.21% | 30,142 | 26 | 0.1% | $644 | 加仓 |
| VOO | VANGUARD INDEX FDS | $76.31万 | 0.21% | 1,277 | 249 | 24.2% | $14.88万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $76.60万 | 0.21% | 16,779 | 468 | 2.9% | $2.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $77.57万 | 0.22% | 1,344 | -1 | -0.1% | -$577 | 减仓 |
| KO | COCA COLA CO | $78.35万 | 0.22% | 10,302 | -823 | -7.4% | -$6.26万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $80.51万 | 0.22% | 16,455 | -427 | -2.5% | -$2.09万 | 减仓 |
| AMGN | AMGEN INC | $80.90万 | 0.23% | 2,299 | 68 | 3.0% | $2.39万 | 加仓 |
| MUB | ISHARES TR | $83.82万 | 0.23% | 7,896 | -103 | -1.3% | -$1.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $87.17万 | 0.24% | 13,959 | -155 | -1.1% | -$9,680 | 减仓 |
| — | EXXON MOBIL CORP | $95.35万 | 0.27% | 5,620 | -200 | -3.4% | -$3.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $100.71万 | 0.28% | 4,120 | -65 | -1.6% | -$1.59万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $102.44万 | 0.29% | 10,900 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $105.17万 | 0.29% | 2,829 | 544 | 23.8% | $20.22万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $106.99万 | 0.30% | 23,315 | 795 | 3.5% | $3.65万 | 加仓 |
| GOOGL | ALPHABET INC | $117.55万 | 0.33% | 4,088 | 21 | 0.5% | $6,039 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $136.51万 | 0.38% | 22,508 | 10,408 | 86.0% | $63.12万 | 加仓 |
| WMT | WALMART INC | $143.54万 | 0.40% | 11,550 | -50 | -0.4% | -$6,214 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $144.75万 | 0.40% | 37,248 | -995 | -2.6% | -$3.87万 | 减仓 |
| HYG | ISHARES TR | $144.80万 | 0.40% | 18,200 | -1,822 | -9.1% | -$14.50万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $152.25万 | 0.42% | 30,517 | 1,085 | 3.7% | $5.41万 | 加仓 |
| HD | HOME DEPOT INC | $159.48万 | 0.44% | 4,849 | -213 | -4.2% | -$7.01万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $170.48万 | 0.47% | 66,491 | 11,967 | 21.9% | $30.68万 | 加仓 |
| IEFA | ISHARES TR | $182.91万 | 0.51% | 20,204 | 6,910 | 52.0% | $62.56万 | 加仓 |
| IGV | ISHARES TR | $185.32万 | 0.52% | 23,150 | -2,052 | -8.1% | -$16.43万 | 减仓 |
| MDT | MEDTRONIC PLC | $191.15万 | 0.53% | 22,060 | 874 | 4.1% | $7.57万 | 加仓 |
| VO | VANGUARD INDEX FDS | $199.68万 | 0.56% | 6,953 | 62 | 0.9% | $1.78万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $208.45万 | 0.58% | 18,288 | -1,049 | -5.4% | -$11.96万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $208.47万 | 0.58% | 43,143 | -7,771 | -15.3% | -$37.55万 | 减仓 |
| MRK | MERCK & CO INC | $211.30万 | 0.59% | 17,566 | 5,280 | 43.0% | $63.51万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $214.77万 | 0.60% | 44,320 | -220 | -0.5% | -$1.07万 | 减仓 |
| VV | VANGUARD INDEX FDS | $230.23万 | 0.64% | 7,704 | -3 | -0.0% | -$897 | 减仓 |
| V | VISA INC | $231.58万 | 0.64% | 7,662 | -37 | -0.5% | -$1.12万 | 减仓 |
| EFG | ISHARES TR | $235.63万 | 0.66% | 21,157 | 5,548 | 35.5% | $61.79万 | 加仓 |