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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $2,276.35万 | 6.33% | 61,495 | -131 | -0.2% | -$4.85万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,834.54万 | 5.11% | 231,429 | 23,609 | 11.4% | $187.15万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,756.40万 | 4.89% | 89,521 | -5,614 | -5.9% | -$110.15万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,415.34万 | 3.94% | 220,871 | 39,683 | 21.9% | $254.29万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,305.08万 | 3.63% | 166,443 | 13,932 | 9.1% | $109.24万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,209.82万 | 3.37% | 158,064 | 1,331 | 0.8% | $10.19万 | 加仓 |
| GOOG | ALPHABET INC | $1,072.63万 | 2.99% | 37,392 | -1,835 | -4.7% | -$52.64万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,048.43万 | 2.92% | 198,642 | 6,503 | 3.4% | $34.32万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $847.27万 | 2.36% | 123,961 | 5,688 | 4.8% | $38.88万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $842.46万 | 2.34% | 148,897 | 8,384 | 6.0% | $47.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $830.77万 | 2.31% | 28,242 | -1,688 | -5.6% | -$49.65万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $803.41万 | 2.24% | 97,089 | 3,258 | 3.5% | $26.96万 | 加仓 |
| IVV | ISHARES TR | $765.78万 | 2.13% | 11,723 | 232 | 2.0% | $15.15万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $639.94万 | 1.78% | 14,651 | -1,089 | -6.9% | -$47.57万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $616.10万 | 1.71% | 32,102 | 471 | 1.5% | $9.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $572.32万 | 1.59% | 16,935 | -1,427 | -7.8% | -$48.23万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $565.42万 | 1.57% | 57,749 | 5,242 | 10.0% | $51.32万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $528.41万 | 1.47% | 52,915 | -1,151 | -2.1% | -$11.49万 | 减仓 |
| STIP | ISHARES TR | $485.85万 | 1.35% | 46,974 | 1,105 | 2.4% | $11.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $483.21万 | 1.34% | 43,741 | -662 | -1.5% | -$7.31万 | 减仓 |
| IEMG | ISHARES INC | $481.20万 | 1.34% | 68,989 | 3,835 | 5.9% | $26.75万 | 加仓 |
| AAPL | APPLE INC | $457.25万 | 1.27% | 18,017 | -588 | -3.2% | -$14.92万 | 减仓 |
| CMI | CUMMINS INC | $456.19万 | 1.27% | 8,479 | -832 | -8.9% | -$44.76万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $441.15万 | 1.23% | 20,306 | -3,012 | -12.9% | -$65.44万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $435.48万 | 1.21% | 31,246 | -1,311 | -4.0% | -$18.27万 | 减仓 |
| CAT | CATERPILLAR INC | $435.35万 | 1.21% | 6,145 | -525 | -7.9% | -$37.19万 | 减仓 |
| APH | AMPHENOL CORP | $430.89万 | 1.20% | 34,103 | -2,970 | -8.0% | -$37.53万 | 减仓 |
| LIN | LINDE PLC | $414.75万 | 1.15% | 8,366 | -90 | -1.1% | -$4.46万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $412.46万 | 1.15% | 13,636 | -616 | -4.3% | -$18.63万 | 减仓 |
| IJR | ISHARES TR | $404.95万 | 1.13% | 32,576 | -468 | -1.4% | -$5.82万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $382.14万 | 1.06% | 47,406 | -2,309 | -4.6% | -$18.61万 | 减仓 |
| VB | VANGUARD INDEX FDS | $356.19万 | 0.99% | 13,599 | 500 | 3.8% | $13.10万 | 加仓 |
| SYK | STRYKER CORPORATION | $352.68万 | 0.98% | 10,733 | -382 | -3.4% | -$12.55万 | 减仓 |
| ECL | ECOLAB INC | $319.57万 | 0.89% | 12,013 | -44 | -0.4% | -$1.17万 | 减仓 |
| LLY | ELI LILLY & CO | $310.88万 | 0.87% | 3,380 | 17 | 0.5% | $1.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $310.80万 | 0.86% | 9,688 | 44 | 0.5% | $1.41万 | 加仓 |
| PEP | PEPSICO INC | $305.18万 | 0.85% | 19,652 | -4,535 | -18.7% | -$70.42万 | 减仓 |
| QCOM | QUALCOMM INC | $285.69万 | 0.80% | 22,184 | -1,105 | -4.7% | -$14.23万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $285.19万 | 0.79% | 52,764 | -44 | -0.1% | -$2,378 | 减仓 |
| SUB | ISHARES TR | $275.46万 | 0.77% | 25,865 | 544 | 2.1% | $5.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $268.40万 | 0.75% | 4,127 | -24 | -0.6% | -$1.56万 | 减仓 |
| LOW | LOWES COS INC | $266.00万 | 0.74% | 11,258 | -189 | -1.7% | -$4.47万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $258.86万 | 0.72% | 55,382 | 7,469 | 15.6% | $34.91万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $258.22万 | 0.72% | 27,801 | 1,817 | 7.0% | $16.88万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $254.29万 | 0.71% | 31,557 | -1,093 | -3.3% | -$8.81万 | 减仓 |
| EFG | ISHARES TR | $235.63万 | 0.66% | 21,157 | 5,548 | 35.5% | $61.79万 | 加仓 |
| V | VISA INC | $231.58万 | 0.64% | 7,662 | -37 | -0.5% | -$1.12万 | 减仓 |
| VV | VANGUARD INDEX FDS | $230.23万 | 0.64% | 7,704 | -3 | -0.0% | -$897 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $214.77万 | 0.60% | 44,320 | -220 | -0.5% | -$1.07万 | 减仓 |
| MRK | MERCK & CO INC | $211.30万 | 0.59% | 17,566 | 5,280 | 43.0% | $63.51万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $208.47万 | 0.58% | 43,143 | -7,771 | -15.3% | -$37.55万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $208.45万 | 0.58% | 18,288 | -1,049 | -5.4% | -$11.96万 | 减仓 |
| VO | VANGUARD INDEX FDS | $199.68万 | 0.56% | 6,953 | 62 | 0.9% | $1.78万 | 加仓 |
| MDT | MEDTRONIC PLC | $191.15万 | 0.53% | 22,060 | 874 | 4.1% | $7.57万 | 加仓 |
| IGV | ISHARES TR | $185.32万 | 0.52% | 23,150 | -2,052 | -8.1% | -$16.43万 | 减仓 |
| IEFA | ISHARES TR | $182.91万 | 0.51% | 20,204 | 6,910 | 52.0% | $62.56万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $170.48万 | 0.47% | 66,491 | 11,967 | 21.9% | $30.68万 | 加仓 |
| HD | HOME DEPOT INC | $159.48万 | 0.44% | 4,849 | -213 | -4.2% | -$7.01万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $152.25万 | 0.42% | 30,517 | 1,085 | 3.7% | $5.41万 | 加仓 |
| HYG | ISHARES TR | $144.80万 | 0.40% | 18,200 | -1,822 | -9.1% | -$14.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $144.75万 | 0.40% | 37,248 | -995 | -2.6% | -$3.87万 | 减仓 |
| WMT | WALMART INC | $143.54万 | 0.40% | 11,550 | -50 | -0.4% | -$6,214 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $136.51万 | 0.38% | 22,508 | 10,408 | 86.0% | $63.12万 | 加仓 |
| GOOGL | ALPHABET INC | $117.55万 | 0.33% | 4,088 | 21 | 0.5% | $6,039 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $106.99万 | 0.30% | 23,315 | 795 | 3.5% | $3.65万 | 加仓 |
| TSLA | TESLA INC | $105.17万 | 0.29% | 2,829 | 544 | 23.8% | $20.22万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $102.44万 | 0.29% | 10,900 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $100.71万 | 0.28% | 4,120 | -65 | -1.6% | -$1.59万 | 减仓 |
| — | EXXON MOBIL CORP | $95.35万 | 0.27% | 5,620 | -200 | -3.4% | -$3.39万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $87.17万 | 0.24% | 13,959 | -155 | -1.1% | -$9,680 | 减仓 |
| MUB | ISHARES TR | $83.82万 | 0.23% | 7,896 | -103 | -1.3% | -$1.09万 | 减仓 |
| AMGN | AMGEN INC | $80.90万 | 0.23% | 2,299 | 68 | 3.0% | $2.39万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $80.51万 | 0.22% | 16,455 | -427 | -2.5% | -$2.09万 | 减仓 |
| KO | COCA COLA CO | $78.35万 | 0.22% | 10,302 | -823 | -7.4% | -$6.26万 | 减仓 |
| QQQ | INVESCO QQQ TR | $77.57万 | 0.22% | 1,344 | -1 | -0.1% | -$577 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $76.60万 | 0.21% | 16,779 | 468 | 2.9% | $2.14万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $76.31万 | 0.21% | 1,277 | 249 | 24.2% | $14.88万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $74.60万 | 0.21% | 30,142 | 26 | 0.1% | $644 | 加仓 |
| DIS | DISNEY WALT CO | $68.33万 | 0.19% | 7,090 | -5,006 | -41.4% | -$48.25万 | 减仓 |
| BAC | BANK AMERICA CORP | $64.35万 | 0.18% | 13,200 | -1,050 | -7.4% | -$5.12万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $63.10万 | 0.18% | 21,661 | 10,217 | 89.3% | $29.76万 | 加仓 |
| IWF | ISHARES TR | $60.34万 | 0.17% | 1,415 | -5 | -0.4% | -$2,132 | 减仓 |
| SPSB | SPDR SERIES TRUST | $60.14万 | 0.17% | 20,000 | 20,000 | — | $60.14万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $58.22万 | 0.16% | 944 | -184 | -16.3% | -$11.35万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.40万 | 0.16% | 2,669 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $56.16万 | 0.16% | 5,668 | 886 | 18.5% | $8.78万 | 加仓 |
| ITOT | ISHARES TR | $55.12万 | 0.15% | 3,870 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $54.87万 | 0.15% | 21,859 | 9 | 0.0% | $226 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $54.71万 | 0.15% | 5,409 | 58 | 1.1% | $5,866 | 加仓 |
| IWM | ISHARES TR | $53.96万 | 0.15% | 2,176 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $50.15万 | 0.14% | 17,247 | -1,517 | -8.1% | -$4.41万 | 减仓 |
| IUSG | ISHARES TR | $48.36万 | 0.13% | 3,118 | 3,118 | — | $48.36万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $48.02万 | 0.13% | 1,745 | -150 | -7.9% | -$4.13万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.92万 | 0.13% | 6,737 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $47.55万 | 0.13% | 3,292 | -145 | -4.2% | -$2.09万 | 减仓 |
| HEFA | ISHARES TR | $45.40万 | 0.13% | 10,683 | -44,263 | -80.6% | -$188.10万 | 减仓 |
| ORCL | ORACLE CORP | $45.37万 | 0.13% | 3,084 | -42 | -1.3% | -$6,179 | 减仓 |
| IVE | ISHARES TR | $43.83万 | 0.12% | 2,076 | -406 | -16.4% | -$8.57万 | 减仓 |
| IAU | ISHARES GOLD TR | $43.73万 | 0.12% | 4,960 | -21 | -0.4% | -$1,851 | 减仓 |
| IVW | ISHARES TR | $42.00万 | 0.12% | 3,713 | -325 | -8.0% | -$3.68万 | 减仓 |