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 |
|---|---|---|---|---|---|---|---|---|
| XLV | SELECT SECTOR SPDR TR | $46.73万 | 0.12% | 2,945 | 245 | 9.1% | $3.89万 | 加仓 |
| HEFA | ISHARES TR | $46.62万 | 0.12% | 9,935 | -748 | -7.0% | -$3.51万 | 减仓 |
| AMZN | AMAZON COM INC | $44.93万 | 0.11% | 1,885 | 325 | 20.8% | $7.75万 | 加仓 |
| ORCL | ORACLE CORP | $44.83万 | 0.11% | 3,059 | -25 | -0.8% | -$3,664 | 减仓 |
| NVDA | NVIDIA CORPORATION | $44.62万 | 0.11% | 2,230 | 208 | 10.3% | $4.16万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $43.83万 | 0.11% | 12,590 | 0 | 0.0% | — | 不变 |
| VIOV | VANGUARD ADMIRAL FDS INC | $43.10万 | 0.11% | 3,673 | -19 | -0.5% | -$2,229 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.07万 | 0.11% | 1,496 | -200 | -11.8% | -$5.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $41.68万 | 0.11% | 833 | -22 | -2.6% | -$1.10万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $41.41万 | 0.11% | 3,500 | -100 | -2.8% | -$1.18万 | 减仓 |
| BA | BOEING CO | $40.05万 | 0.10% | 1,850 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.82万 | 0.10% | 4,755 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $39.81万 | 0.10% | 12,555 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $38.24万 | 0.10% | 1,032 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $37.71万 | 0.10% | 885 | -90 | -9.2% | -$3.84万 | 减仓 |
| IAU | ISHARES GOLD TR | $37.45万 | 0.10% | 4,960 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $36.58万 | 0.09% | 2,620 | 2,620 | — | $36.58万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $36.12万 | 0.09% | 1,950 | 180 | 10.2% | $3.33万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $35.76万 | 0.09% | 1,877 | -178 | -8.7% | -$3.39万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $35.02万 | 0.09% | 10,335 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $34.51万 | 0.09% | 3,100 | -50 | -1.6% | -$5,566 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $34.49万 | 0.09% | 6,820 | 100 | 1.5% | $5,057 | 加仓 |
| MCD | MCDONALDS CORP | $32.44万 | 0.08% | 1,200 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $32.27万 | 0.08% | 788 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $31.22万 | 0.08% | 7,569 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $31.13万 | 0.08% | 1,420 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $29.89万 | 0.08% | 4,300 | -7 | -0.2% | -$486 | 减仓 |
| SCZ | ISHARES TR | $28.65万 | 0.07% | 3,483 | -25 | -0.7% | -$2,057 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $28.53万 | 0.07% | 3,111 | 175 | 6.0% | $1.60万 | 加仓 |
| TFC | TRUIST FINL CORP | $27.40万 | 0.07% | 5,500 | -1,000 | -15.4% | -$4.98万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $26.90万 | 0.07% | 7,420 | -402 | -5.1% | -$1.46万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $26.62万 | 0.07% | 5,256 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $26.33万 | 0.07% | 1,086 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $26.21万 | 0.07% | 975 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $25.90万 | 0.07% | 8,495 | -470 | -5.2% | -$1.43万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $24.84万 | 0.06% | 4,916 | -2,001 | -28.9% | -$10.11万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $24.56万 | 0.06% | 3,172 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $23.90万 | 0.06% | 2,000 | 2,000 | — | $23.90万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $21.51万 | 0.05% | 6,917 | 6,917 | — | $21.51万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $21.33万 | 0.05% | 2,495 | 2,495 | — | $21.33万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $21.26万 | 0.05% | 4,379 | -65 | -1.5% | -$3,156 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $21.20万 | 0.05% | 5,749 | 5,749 | — | $21.20万 | 新建仓 |
| GE | GE AEROSPACE | $21.13万 | 0.05% | 565 | 565 | — | $21.13万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $20.49万 | 0.05% | 18,899 | -3,800 | -16.7% | -$4.12万 | 减仓 |
| 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 |