13F 机构持仓

Stone Summit Wealth LLC

MIAMI FL · SEC CIK 0001908192

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.94亿2026Q2
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

MSFT 6.3%
VCSH 5.1%
VTV 4.9%
VEA 3.9%
BSV 3.6%
SPYM 3.4%
GOOG 3.0%
DFIV 2.9%
BNDW 2.4%
SPYV 2.3%

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 $00.00%0 -418-100.0% -$27.59万 清仓
TIP ISHARES TR $00.00%0 -2,456-100.0% -$26.99万 清仓
EFV ISHARES TR $00.00%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 00.0% — 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 00.0% — 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 1694.5% $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 00.0% — 不变
XLI SELECT SECTOR SPDR TR $28.63万0.08%1,770 502.9% $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 00.0% — 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 1,08318.6% $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 00.0% — 不变
BA BOEING CO $36.82万0.10%1,850 00.0% — 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 00.0% — 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 00.0% — 不变
XLV SELECT SECTOR SPDR TR $39.58万0.11%2,700 602.3% $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 00.0% — 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 00.0% — 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 00.0% — 不变
VTES VANGUARD WELLINGTON FD $54.71万0.15%5,409 581.1% $5,866 加仓
SCHB SCHWAB STRATEGIC TR $54.87万0.15%21,859 90.0% $226 加仓
ITOT ISHARES TR $55.12万0.15%3,870 00.0% — 不变
VTEC VANGUARD CALIF TAX FREE FDS $56.16万0.16%5,668 88618.5% $8.78万 加仓
VIG VANGUARD SPECIALIZED FUNDS $57.40万0.16%2,669 00.0% — 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 10,21789.3% $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%30,142 260.1% $644 加仓
VOO VANGUARD INDEX FDS $76.31万0.21%1,277 24924.2% $14.88万 加仓
SPDW SPDR INDEX SHS FDS $76.60万0.21%16,779 4682.9% $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%2,299 683.0% $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 00.0% — 不变
TSLA TESLA INC $105.17万0.29%2,829 54423.8% $20.22万 加仓
XLU SELECT SECTOR SPDR TR $106.99万0.30%23,315 7953.5% $3.65万 加仓
GOOGL ALPHABET INC $117.55万0.33%4,088 210.5% $6,039 加仓
BMY BRISTOL-MYERS SQUIBB CO $136.51万0.38%22,508 10,40886.0% $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 1,0853.7% $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 11,96721.9% $30.68万 加仓
IEFA ISHARES TR $182.91万0.51%20,204 6,91052.0% $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 8744.1% $7.57万 加仓
VO VANGUARD INDEX FDS $199.68万0.56%6,953 620.9% $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 5,28043.0% $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 5,54835.5% $61.79万 加仓