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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $41.11万 | 0.11% | 1,696 | -75 | -4.2% | -$1.82万 | 减仓 |
| AMAT | APPLIED MATLS INC | $41.01万 | 0.11% | 1,200 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.97万 | 0.11% | 855 | -60 | -6.6% | -$2.88万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $40.11万 | 0.11% | 3,600 | -200 | -5.3% | -$2.23万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $39.58万 | 0.11% | 2,700 | 60 | 2.3% | $8,797 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.52万 | 0.11% | 12,555 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $38.40万 | 0.11% | 12,590 | -616 | -4.7% | -$1.88万 | 减仓 |
| NKE | NIKE INC | $37.92万 | 0.11% | 7,180 | -650 | -8.3% | -$3.43万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $37.56万 | 0.10% | 3,692 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $37.29万 | 0.10% | 1,200 | -40 | -3.2% | -$1.24万 | 减仓 |
| BA | BOEING CO | $36.82万 | 0.10% | 1,850 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $35.71万 | 0.10% | 4,755 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $35.26万 | 0.10% | 2,022 | -272 | -11.9% | -$4.74万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $34.88万 | 0.10% | 6,917 | 1,083 | 18.6% | $5.46万 | 加仓 |
| ETN | EATON CORP PLC | $34.87万 | 0.10% | 975 | -75 | -7.1% | -$2.68万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $34.37万 | 0.10% | 3,150 | -125 | -3.8% | -$1.36万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.01万 | 0.09% | 6,720 | -5,584 | -45.4% | -$28.26万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $33.75万 | 0.09% | 1,032 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $32.49万 | 0.09% | 1,560 | -79 | -4.8% | -$1.65万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $31.13万 | 0.09% | 10,335 | -685 | -6.2% | -$2.06万 | 减仓 |
| CSCO | CISCO SYS INC | $31.04万 | 0.09% | 4,000 | -210 | -5.0% | -$1.63万 | 减仓 |
| TFC | TRUIST FINL CORP | $29.88万 | 0.08% | 6,500 | -500 | -7.1% | -$2.30万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $29.49万 | 0.08% | 7,569 | -1,088 | -12.6% | -$4.24万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $28.94万 | 0.08% | 1,420 | 1,420 | — | $28.94万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $28.63万 | 0.08% | 1,770 | 50 | 2.9% | $8,086 | 加仓 |
| IWB | ISHARES TR | $28.10万 | 0.08% | 788 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $27.51万 | 0.08% | 3,508 | -12 | -0.3% | -$941 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $27.39万 | 0.08% | 3,885 | 169 | 4.5% | $1.19万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $27.31万 | 0.08% | 2,055 | -221 | -9.7% | -$2.94万 | 减仓 |
| PFF | ISHARES TR | $27.18万 | 0.08% | 8,965 | -2,135 | -19.2% | -$6.47万 | 减仓 |
| EZU | ISHARES INC | $26.98万 | 0.08% | 4,307 | -59 | -1.4% | -$3,696 | 减仓 |
| CVX | CHEVRON CORPORATION | $26.32万 | 0.07% | 1,272 | -211 | -14.2% | -$4.37万 | 重新持有 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $26.27万 | 0.07% | 5,256 | -120 | -2.2% | -$5,999 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $25.77万 | 0.07% | 7,822 | -189 | -2.4% | -$6,228 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $25.03万 | 0.07% | 2,936 | -50 | -1.7% | -$4,262 | 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 |
| AVIV | AMERICAN CENTY ETF TR | $23.74万 | 0.07% | 3,172 | -4,036 | -56.0% | -$30.20万 | 减仓 |
| IWD | ISHARES TR | $23.20万 | 0.06% | 1,086 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $22.47万 | 0.06% | 975 | -25 | -2.5% | -$5,762 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $22.14万 | 0.06% | 3,007 | -5,891 | -66.2% | -$43.38万 | 减仓 |
| GLDM | WORLD GOLD TR | $22.00万 | 0.06% | 2,374 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $20.60万 | 0.06% | 4,444 | -68 | -1.5% | -$3,152 | 减仓 |
| 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 |