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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $2,308.31万 | 5.86% | 61,882 | 387 | 0.6% | $14.44万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,921.29万 | 4.88% | 88,161 | -1,360 | -1.5% | -$29.64万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,764.60万 | 4.48% | 223,282 | -8,147 | -3.5% | -$64.39万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,621.57万 | 4.12% | 227,588 | 6,717 | 3.0% | $47.86万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,425.33万 | 3.62% | 162,191 | 4,127 | 2.6% | $36.27万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,276.20万 | 3.24% | 163,804 | -2,639 | -1.6% | -$20.56万 | 减仓 |
| GOOG | ALPHABET INC | $1,269.90万 | 3.22% | 35,941 | -1,451 | -3.9% | -$51.27万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,081.49万 | 2.74% | 200,201 | 1,559 | 0.8% | $8.42万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $924.65万 | 2.35% | 152,106 | 3,209 | 2.2% | $19.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $889.50万 | 2.26% | 27,174 | -1,068 | -3.8% | -$34.96万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $878.05万 | 2.23% | 128,126 | 4,165 | 3.4% | $28.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $827.24万 | 2.10% | 100,089 | 3,000 | 3.1% | $24.80万 | 加仓 |
| IVV | ISHARES TR | $818.41万 | 2.08% | 10,928 | -795 | -6.8% | -$59.54万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $762.11万 | 1.93% | 15,958 | -977 | -5.8% | -$46.66万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $738.74万 | 1.87% | 85,760 | -2,146 | -2.4% | -$18.49万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $728.10万 | 1.85% | 61,190 | 3,441 | 6.0% | $40.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $673.03万 | 1.71% | 31,632 | -470 | -1.5% | -$10.00万 | 减仓 |
| CAT | CATERPILLAR INC | $607.74万 | 1.54% | 5,707 | -438 | -7.1% | -$46.64万 | 减仓 |
| APH | AMPHENOL CORP | $577.91万 | 1.47% | 32,776 | -1,327 | -3.9% | -$23.40万 | 减仓 |
| IEMG | ISHARES INC | $574.06万 | 1.46% | 69,297 | 308 | 0.4% | $2.55万 | 加仓 |
| CMI | CUMMINS INC | $566.93万 | 1.44% | 7,949 | -530 | -6.3% | -$37.80万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $547.41万 | 1.39% | 43,877 | 136 | 0.3% | $1.70万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $532.98万 | 1.35% | 51,721 | -1,194 | -2.3% | -$12.30万 | 减仓 |
| AAPL | APPLE INC | $519.63万 | 1.32% | 17,958 | -59 | -0.3% | -$1.71万 | 减仓 |
| STIP | ISHARES TR | $495.69万 | 1.26% | 48,521 | 1,547 | 3.3% | $15.80万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $486.44万 | 1.23% | 20,019 | -287 | -1.4% | -$6.97万 | 减仓 |
| IJR | ISHARES TR | $479.81万 | 1.22% | 32,352 | -224 | -0.7% | -$3.32万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $453.29万 | 1.15% | 13,401 | -235 | -1.7% | -$7.95万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $429.75万 | 1.09% | 47,117 | -289 | -0.6% | -$2.64万 | 减仓 |
| LIN | LINDE PLC | $429.01万 | 1.09% | 8,267 | -99 | -1.2% | -$5.14万 | 减仓 |
| VB | VANGUARD INDEX FDS | $417.21万 | 1.06% | 13,764 | 165 | 1.2% | $5.00万 | 加仓 |
| LLY | ELI LILLY & CO | $416.20万 | 1.06% | 3,470 | 90 | 2.7% | $10.79万 | 加仓 |
| QCOM | QUALCOMM INC | $392.85万 | 1.00% | 21,259 | -925 | -4.2% | -$17.09万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $387.47万 | 0.98% | 30,669 | -577 | -1.8% | -$7.29万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $357.75万 | 0.91% | 9,668 | -20 | -0.2% | -$7,401 | 减仓 |
| ECL | ECOLAB INC | $321.93万 | 0.82% | 11,555 | -458 | -3.8% | -$12.76万 | 减仓 |
| SYK | STRYKER CORPORATION | $316.32万 | 0.80% | 10,047 | -686 | -6.4% | -$21.60万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $312.90万 | 0.79% | 4,190 | 63 | 1.5% | $4.70万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $309.67万 | 0.79% | 51,880 | -884 | -1.7% | -$5.28万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $300.95万 | 0.76% | 31,190 | -367 | -1.2% | -$3.54万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $279.33万 | 0.71% | 58,048 | 2,666 | 4.8% | $12.83万 | 加仓 |
| EFG | ISHARES TR | $276.13万 | 0.70% | 22,193 | 1,036 | 4.9% | $12.89万 | 加仓 |
| VV | VANGUARD INDEX FDS | $264.95万 | 0.67% | 7,704 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $262.22万 | 0.67% | 7,643 | -19 | -0.2% | -$6,519 | 减仓 |
| PEP | PEPSICO INC | $257.50万 | 0.65% | 19,018 | -634 | -3.2% | -$8.58万 | 减仓 |
| SUB | ISHARES TR | $254.52万 | 0.65% | 23,905 | -1,960 | -7.6% | -$20.87万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $254.50万 | 0.65% | 28,996 | 1,195 | 4.3% | $10.49万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $243.50万 | 0.62% | 44,265 | -55 | -0.1% | -$3,026 | 减仓 |
| LOW | LOWES COS INC | $242.67万 | 0.62% | 11,006 | -252 | -2.2% | -$5.56万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $242.05万 | 0.61% | 41,971 | -1,172 | -2.7% | -$6.76万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $241.64万 | 0.61% | 18,192 | -96 | -0.5% | -$1.28万 | 减仓 |
| MRK | MERCK & CO INC | $223.92万 | 0.57% | 17,426 | -140 | -0.8% | -$1.80万 | 减仓 |
| VO | VANGUARD INDEX FDS | $222.04万 | 0.56% | 27,559 | -253 | -0.9% | -$2.04万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $216.71万 | 0.55% | 72,212 | 52,212 | 261.1% | $156.69万 | 加仓 |
| IGV | ISHARES TR | $208.55万 | 0.53% | 23,019 | -131 | -0.6% | -$1.19万 | 减仓 |
| IEFA | ISHARES TR | $195.68万 | 0.50% | 20,261 | 57 | 0.3% | $5,505 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $190.49万 | 0.48% | 64,726 | -1,765 | -2.7% | -$5.19万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $175.23万 | 0.44% | 34,644 | 4,127 | 13.5% | $20.87万 | 加仓 |
| HD | HOME DEPOT INC | $166.54万 | 0.42% | 4,722 | -127 | -2.6% | -$4.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $164.19万 | 0.42% | 37,013 | -235 | -0.6% | -$1.04万 | 减仓 |
| HYG | ISHARES TR | $149.14万 | 0.38% | 18,650 | 450 | 2.5% | $3.60万 | 加仓 |
| GOOGL | ALPHABET INC | $143.59万 | 0.36% | 4,018 | -70 | -1.7% | -$2.50万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $142.94万 | 0.36% | 24,808 | 2,300 | 10.2% | $13.25万 | 加仓 |
| WMT | WALMART INC | $130.59万 | 0.33% | 11,530 | -20 | -0.2% | -$2,265 | 减仓 |
| TSLA | TESLA INC | $119.62万 | 0.30% | 2,844 | 15 | 0.5% | $6,309 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $113.33万 | 0.29% | 24,995 | 1,680 | 7.2% | $7.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $104.13万 | 0.26% | 4,100 | -20 | -0.5% | -$5,079 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $100.57万 | 0.26% | 10,900 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $98.97万 | 0.25% | 1,344 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $97.48万 | 0.25% | 13,946 | -13 | -0.1% | -$909 | 减仓 |
| VOO | VANGUARD INDEX FDS | $90.11万 | 0.23% | 1,312 | 35 | 2.7% | $2.40万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $86.82万 | 0.22% | 16,455 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $86.76万 | 0.22% | 1,200 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $85.26万 | 0.22% | 16,919 | 140 | 0.8% | $7,055 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $83.49万 | 0.21% | 30,142 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $83.44万 | 0.21% | 10,267 | -35 | -0.3% | -$2,844 | 减仓 |
| AMGN | AMGEN INC | $82.37万 | 0.21% | 2,275 | -24 | -1.0% | -$8,690 | 减仓 |
| ISTB | ISHARES TR | $78.17万 | 0.20% | 16,200 | 16,200 | — | $78.17万 | 新建仓 |
| MUB | ISHARES TR | $75.13万 | 0.19% | 6,981 | -915 | -11.6% | -$9.85万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $73.36万 | 0.19% | 21,679 | 18 | 0.1% | $609 | 加仓 |
| — | EXXON MOBIL CORP | $72.97万 | 0.19% | 5,337 | -283 | -5.0% | -$3.87万 | 减仓 |
| BAC | BANK OF AMER CORP | $72.93万 | 0.19% | 12,800 | -400 | -3.0% | -$2.28万 | 减仓 |
| IWF | ISHARES TR | $70.28万 | 0.18% | 5,660 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $68.86万 | 0.17% | 3,661 | 543 | 17.4% | $10.21万 | 加仓 |
| IWM | ISHARES TR | $65.38万 | 0.17% | 2,176 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $64.31万 | 0.16% | 3,915 | 45 | 1.2% | $7,392 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $63.30万 | 0.16% | 21,859 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.15万 | 0.16% | 2,669 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $62.60万 | 0.16% | 890 | -54 | -5.7% | -$3.80万 | 减仓 |
| DIS | DISNEY WALT CO | $62.42万 | 0.16% | 6,485 | -605 | -8.5% | -$5.82万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $62.15万 | 0.16% | 17,202 | -45 | -0.3% | -$1,626 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $60.25万 | 0.15% | 5,989 | 321 | 5.7% | $3.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $55.47万 | 0.14% | 6,737 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $54.77万 | 0.14% | 1,725 | -20 | -1.1% | -$6,351 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $53.45万 | 0.14% | 5,276 | -133 | -2.5% | -$1.35万 | 减仓 |
| IVW | ISHARES TR | $50.86万 | 0.13% | 3,698 | -15 | -0.4% | -$2,063 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.32万 | 0.13% | 849 | 849 | — | $49.32万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $47.39万 | 0.12% | 3,232 | -60 | -1.8% | -$8,798 | 减仓 |
| CSCO | CISCO SYS INC | $46.98万 | 0.12% | 4,000 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $46.89万 | 0.12% | 2,065 | -11 | -0.5% | -$2,498 | 减仓 |