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 |
|---|---|---|---|---|---|---|---|---|
| AVEM | AMERICAN CENTY ETF TR | $254.29万 | 0.71% | 31,557 | -1,093 | -3.3% | -$8.81万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $258.22万 | 0.72% | 27,801 | 1,817 | 7.0% | $16.88万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $258.86万 | 0.72% | 55,382 | 7,469 | 15.6% | $34.91万 | 加仓 |
| LOW | LOWES COS INC | $266.00万 | 0.74% | 11,258 | -189 | -1.7% | -$4.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $268.40万 | 0.75% | 4,127 | -24 | -0.6% | -$1.56万 | 减仓 |
| SUB | ISHARES TR | $275.46万 | 0.77% | 25,865 | 544 | 2.1% | $5.79万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $285.19万 | 0.79% | 52,764 | -44 | -0.1% | -$2,378 | 减仓 |
| QCOM | QUALCOMM INC | $285.69万 | 0.80% | 22,184 | -1,105 | -4.7% | -$14.23万 | 减仓 |
| PEP | PEPSICO INC | $305.18万 | 0.85% | 19,652 | -4,535 | -18.7% | -$70.42万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $310.80万 | 0.86% | 9,688 | 44 | 0.5% | $1.41万 | 加仓 |
| LLY | ELI LILLY & CO | $310.88万 | 0.87% | 3,380 | 17 | 0.5% | $1.56万 | 加仓 |
| ECL | ECOLAB INC | $319.57万 | 0.89% | 12,013 | -44 | -0.4% | -$1.17万 | 减仓 |
| SYK | STRYKER CORPORATION | $352.68万 | 0.98% | 10,733 | -382 | -3.4% | -$12.55万 | 减仓 |
| VB | VANGUARD INDEX FDS | $356.19万 | 0.99% | 13,599 | 500 | 3.8% | $13.10万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $382.14万 | 1.06% | 47,406 | -2,309 | -4.6% | -$18.61万 | 减仓 |
| IJR | ISHARES TR | $404.95万 | 1.13% | 32,576 | -468 | -1.4% | -$5.82万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $412.46万 | 1.15% | 13,636 | -616 | -4.3% | -$18.63万 | 减仓 |
| LIN | LINDE PLC | $414.75万 | 1.15% | 8,366 | -90 | -1.1% | -$4.46万 | 减仓 |
| APH | AMPHENOL CORP | $430.89万 | 1.20% | 34,103 | -2,970 | -8.0% | -$37.53万 | 减仓 |
| CAT | CATERPILLAR INC | $435.35万 | 1.21% | 6,145 | -525 | -7.9% | -$37.19万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $435.48万 | 1.21% | 31,246 | -1,311 | -4.0% | -$18.27万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $441.15万 | 1.23% | 20,306 | -3,012 | -12.9% | -$65.44万 | 减仓 |
| CMI | CUMMINS INC | $456.19万 | 1.27% | 8,479 | -832 | -8.9% | -$44.76万 | 减仓 |
| AAPL | APPLE INC | $457.25万 | 1.27% | 18,017 | -588 | -3.2% | -$14.92万 | 减仓 |
| IEMG | ISHARES INC | $481.20万 | 1.34% | 68,989 | 3,835 | 5.9% | $26.75万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $483.21万 | 1.34% | 43,741 | -662 | -1.5% | -$7.31万 | 减仓 |
| STIP | ISHARES TR | $485.85万 | 1.35% | 46,974 | 1,105 | 2.4% | $11.43万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $528.41万 | 1.47% | 52,915 | -1,151 | -2.1% | -$11.49万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $565.42万 | 1.57% | 57,749 | 5,242 | 10.0% | $51.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $572.32万 | 1.59% | 16,935 | -1,427 | -7.8% | -$48.23万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $616.10万 | 1.71% | 32,102 | 471 | 1.5% | $9.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $639.94万 | 1.78% | 14,651 | -1,089 | -6.9% | -$47.57万 | 减仓 |
| IVV | ISHARES TR | $765.78万 | 2.13% | 11,723 | 232 | 2.0% | $15.15万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $803.41万 | 2.24% | 97,089 | 3,258 | 3.5% | $26.96万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $830.77万 | 2.31% | 28,242 | -1,688 | -5.6% | -$49.65万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $842.46万 | 2.34% | 148,897 | 8,384 | 6.0% | $47.44万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $847.27万 | 2.36% | 123,961 | 5,688 | 4.8% | $38.88万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,048.43万 | 2.92% | 198,642 | 6,503 | 3.4% | $34.32万 | 加仓 |
| GOOG | ALPHABET INC | $1,072.63万 | 2.99% | 37,392 | -1,835 | -4.7% | -$52.64万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,209.82万 | 3.37% | 158,064 | 1,331 | 0.8% | $10.19万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,305.08万 | 3.63% | 166,443 | 13,932 | 9.1% | $109.24万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,415.34万 | 3.94% | 220,871 | 39,683 | 21.9% | $254.29万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,756.40万 | 4.89% | 89,521 | -5,614 | -5.9% | -$110.15万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,834.54万 | 5.11% | 231,429 | 23,609 | 11.4% | $187.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,276.35万 | 6.33% | 61,495 | -131 | -0.2% | -$4.85万 | 减仓 |