Stone Summit Wealth LLC
MIAMI FL · SEC CIK 0001908192
$3.94亿2026Q2 申报市值
144持仓数
36.8%前十大占比 · 第一大 5.9%
8 / 6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
SPSB 加仓+$156.69万
ISTB 新建仓+$78.17万
AMD 新建仓+$49.32万
VEA 加仓+$47.86万
SPYG 加仓+$40.94万
2026Q2 卖出最多 按季末市值估算
MDT 清仓-$191.15万
VCSH 减仓-$64.39万
IVV 减仓-$59.54万
GOOG 减仓-$51.27万
TSM 减仓-$46.66万
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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -22,060 | -100.0% | -$191.15万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -7,180 | -100.0% | -$37.92万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,885 | -100.0% | -$27.39万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,272 | -100.0% | -$26.32万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,007 | -100.0% | -$22.14万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -2,374 | -100.0% | -$22.00万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $20.49万 | 0.05% | 18,899 | -3,800 | -16.7% | -$4.12万 | 减仓 |
| GE | GE AEROSPACE | $21.13万 | 0.05% | 565 | 565 | — | $21.13万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $21.20万 | 0.05% | 5,749 | 5,749 | — | $21.20万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $21.26万 | 0.05% | 4,379 | -65 | -1.5% | -$3,156 | 减仓 |
| VXUS | VANGUARD STAR FDS | $21.33万 | 0.05% | 2,495 | 2,495 | — | $21.33万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $21.51万 | 0.05% | 6,917 | 6,917 | — | $21.51万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $23.90万 | 0.06% | 2,000 | 2,000 | — | $23.90万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $24.56万 | 0.06% | 3,172 | 0 | 0.0% | — | 不变 |
| CALI | BLACKROCK ETF TRUST II | $24.84万 | 0.06% | 4,916 | -2,001 | -28.9% | -$10.11万 | 减仓 |
| PFF | ISHARES TR | $25.90万 | 0.07% | 8,495 | -470 | -5.2% | -$1.43万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $26.21万 | 0.07% | 975 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $26.33万 | 0.07% | 1,086 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $26.62万 | 0.07% | 5,256 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $26.90万 | 0.07% | 7,420 | -402 | -5.1% | -$1.46万 | 减仓 |
| TFC | TRUIST FINL CORP | $27.40万 | 0.07% | 5,500 | -1,000 | -15.4% | -$4.98万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $28.53万 | 0.07% | 3,111 | 175 | 6.0% | $1.60万 | 加仓 |
| SCZ | ISHARES TR | $28.65万 | 0.07% | 3,483 | -25 | -0.7% | -$2,057 | 减仓 |
| EZU | ISHARES INC | $29.89万 | 0.08% | 4,300 | -7 | -0.2% | -$486 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $31.13万 | 0.08% | 1,420 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $31.22万 | 0.08% | 7,569 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $32.27万 | 0.08% | 788 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $32.44万 | 0.08% | 1,200 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.49万 | 0.09% | 6,820 | 100 | 1.5% | $5,057 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $34.51万 | 0.09% | 3,100 | -50 | -1.6% | -$5,566 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $35.02万 | 0.09% | 10,335 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $35.76万 | 0.09% | 1,877 | -178 | -8.7% | -$3.39万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $36.12万 | 0.09% | 1,950 | 180 | 10.2% | $3.33万 | 加仓 |
| INTC | INTEL CORP | $36.58万 | 0.09% | 2,620 | 2,620 | — | $36.58万 | 新建仓 |
| IAU | ISHARES GOLD TR | $37.45万 | 0.10% | 4,960 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $37.71万 | 0.10% | 885 | -90 | -9.2% | -$3.84万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $38.24万 | 0.10% | 1,032 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $39.81万 | 0.10% | 12,555 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.82万 | 0.10% | 4,755 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $40.05万 | 0.10% | 1,850 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $41.41万 | 0.11% | 3,500 | -100 | -2.8% | -$1.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.68万 | 0.11% | 833 | -22 | -2.6% | -$1.10万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.07万 | 0.11% | 1,496 | -200 | -11.8% | -$5.62万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $43.10万 | 0.11% | 3,673 | -19 | -0.5% | -$2,229 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $43.83万 | 0.11% | 12,590 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $44.62万 | 0.11% | 2,230 | 208 | 10.3% | $4.16万 | 加仓 |
| ORCL | ORACLE CORP | $44.83万 | 0.11% | 3,059 | -25 | -0.8% | -$3,664 | 减仓 |
| AMZN | AMAZON COM INC | $44.93万 | 0.11% | 1,885 | 325 | 20.8% | $7.75万 | 加仓 |
| HEFA | ISHARES TR | $46.62万 | 0.12% | 9,935 | -748 | -7.0% | -$3.51万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $46.73万 | 0.12% | 2,945 | 245 | 9.1% | $3.89万 | 加仓 |
| IVE | ISHARES TR | $46.89万 | 0.12% | 2,065 | -11 | -0.5% | -$2,498 | 减仓 |
| CSCO | CISCO SYS INC | $46.98万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $47.39万 | 0.12% | 3,232 | -60 | -1.8% | -$8,798 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.32万 | 0.13% | 849 | 849 | — | $49.32万 | 新建仓 |
| IVW | ISHARES TR | $50.86万 | 0.13% | 3,698 | -15 | -0.4% | -$2,063 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $53.45万 | 0.14% | 5,276 | -133 | -2.5% | -$1.35万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $54.77万 | 0.14% | 1,725 | -20 | -1.1% | -$6,351 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $55.47万 | 0.14% | 6,737 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $60.25万 | 0.15% | 5,989 | 321 | 5.7% | $3.23万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $62.15万 | 0.16% | 17,202 | -45 | -0.3% | -$1,626 | 减仓 |
| DIS | DISNEY WALT CO | $62.42万 | 0.16% | 6,485 | -605 | -8.5% | -$5.82万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $62.60万 | 0.16% | 890 | -54 | -5.7% | -$3.80万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.15万 | 0.16% | 2,669 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $63.30万 | 0.16% | 21,859 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $64.31万 | 0.16% | 3,915 | 45 | 1.2% | $7,392 | 加仓 |
| IWM | ISHARES TR | $65.38万 | 0.17% | 2,176 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $68.86万 | 0.17% | 3,661 | 543 | 17.4% | $10.21万 | 加仓 |
| IWF | ISHARES TR | $70.28万 | 0.18% | 5,660 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $72.93万 | 0.19% | 12,800 | -400 | -3.0% | -$2.28万 | 减仓 |
| — | EXXON MOBIL CORP | $72.97万 | 0.19% | 5,337 | -283 | -5.0% | -$3.87万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $73.36万 | 0.19% | 21,679 | 18 | 0.1% | $609 | 加仓 |
| MUB | ISHARES TR | $75.13万 | 0.19% | 6,981 | -915 | -11.6% | -$9.85万 | 减仓 |
| ISTB | ISHARES TR | $78.17万 | 0.20% | 16,200 | 16,200 | — | $78.17万 | 新建仓 |
| AMGN | AMGEN INC | $82.37万 | 0.21% | 2,275 | -24 | -1.0% | -$8,690 | 减仓 |
| KO | COCA COLA CO | $83.44万 | 0.21% | 10,267 | -35 | -0.3% | -$2,844 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $83.49万 | 0.21% | 30,142 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $85.26万 | 0.22% | 16,919 | 140 | 0.8% | $7,055 | 加仓 |
| AMAT | APPLIED MATLS INC | $86.76万 | 0.22% | 1,200 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $86.82万 | 0.22% | 16,455 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $90.11万 | 0.23% | 1,312 | 35 | 2.7% | $2.40万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $97.48万 | 0.25% | 13,946 | -13 | -0.1% | -$909 | 减仓 |
| QQQ | INVESCO QQQ TR | $98.97万 | 0.25% | 1,344 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $100.57万 | 0.26% | 10,900 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $104.13万 | 0.26% | 4,100 | -20 | -0.5% | -$5,079 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $113.33万 | 0.29% | 24,995 | 1,680 | 7.2% | $7.62万 | 加仓 |
| TSLA | TESLA INC | $119.62万 | 0.30% | 2,844 | 15 | 0.5% | $6,309 | 加仓 |
| WMT | WALMART INC | $130.59万 | 0.33% | 11,530 | -20 | -0.2% | -$2,265 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $142.94万 | 0.36% | 24,808 | 2,300 | 10.2% | $13.25万 | 加仓 |
| GOOGL | ALPHABET INC | $143.59万 | 0.36% | 4,018 | -70 | -1.7% | -$2.50万 | 减仓 |
| HYG | ISHARES TR | $149.14万 | 0.38% | 18,650 | 450 | 2.5% | $3.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $164.19万 | 0.42% | 37,013 | -235 | -0.6% | -$1.04万 | 减仓 |
| HD | HOME DEPOT INC | $166.54万 | 0.42% | 4,722 | -127 | -2.6% | -$4.48万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $175.23万 | 0.44% | 34,644 | 4,127 | 13.5% | $20.87万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $190.49万 | 0.48% | 64,726 | -1,765 | -2.7% | -$5.19万 | 减仓 |
| IEFA | ISHARES TR | $195.68万 | 0.50% | 20,261 | 57 | 0.3% | $5,505 | 加仓 |
| IGV | ISHARES TR | $208.55万 | 0.53% | 23,019 | -131 | -0.6% | -$1.19万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $216.71万 | 0.55% | 72,212 | 52,212 | 261.1% | $156.69万 | 加仓 |
| VO | VANGUARD INDEX FDS | $222.04万 | 0.56% | 27,559 | -253 | -0.9% | -$2.04万 | 减仓 |
| MRK | MERCK & CO INC | $223.92万 | 0.57% | 17,426 | -140 | -0.8% | -$1.80万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $241.64万 | 0.61% | 18,192 | -96 | -0.5% | -$1.28万 | 减仓 |