Lodestone Wealth Management LLC
SPOKANE WA · SEC CIK 0001950158
$2.83亿2026Q2 申报市值
779持仓数
24.3%前十大占比 · 第一大 4.1%
21 / 25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
CGCP 加仓+$346.51万
CGSD 加仓+$185.23万
XOM 新建仓+$113.22万
CGMS 加仓+$81.45万
ZTS 加仓+$52.03万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$142.15万
QCOM 减仓-$83.73万
EBAY 减仓-$51.15万
DFUS 减仓-$38.58万
AAPL 减仓-$38.17万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -8,379 | -100.0% | -$142.15万 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $0 | 0.00% | 0 | -1,105 | -100.0% | -$3.60万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -1,219 | -100.0% | -$3.16万 | 清仓 |
| MZTI | MARZETTI COMPANY COM | $0 | 0.00% | 0 | -228 | -100.0% | -$3.15万 | 清仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.55万 | 清仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -584 | -100.0% | -$1.27万 | 清仓 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $0 | 0.00% | 0 | -602 | -100.0% | -$1.27万 | 清仓 |
| — | PEBBLEBROOK HOTEL TR 6.375 PFD SER E | $0 | 0.00% | 0 | -579 | -100.0% | -$1.11万 | 清仓 |
| TER | TERADYNE INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$4,150 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $0 | 0.00% | 0 | -345 | -100.0% | -$3,705 | 清仓 |
| SPGI | S&P GLOBAL INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$2,552 | 清仓 |
| — | CANARY XRP ETF | $0 | 0.00% | 0 | -140 | -100.0% | -$2,002 | 清仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $0 | 0.00% | 0 | -77 | -100.0% | -$1,594 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $0 | 0.00% | 0 | -13 | -100.0% | -$1,418 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $0 | 0.00% | 0 | -12 | -100.0% | -$1,337 | 清仓 |
| PODD | INSULET CORP COM | $0 | 0.00% | 0 | -6 | -100.0% | -$1,259 | 清仓 |
| HUBS | HUBSPOT INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$1,221 | 清仓 |
| PINS | PINTEREST INC CL A | $0 | 0.00% | 0 | -64 | -100.0% | -$1,174 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $0 | 0.00% | 0 | -6 | -100.0% | -$915 | 清仓 |
| WEN | WENDYS CO COM | $0 | 0.00% | 0 | -97 | -100.0% | -$674 | 清仓 |
| ATOM | ATOMERA INC COM | $0 | 0.00% | 0 | -170 | -100.0% | -$648 | 清仓 |
| — | VUZIX CORP COM NEW | $0 | 0.00% | 0 | -40 | -100.0% | -$92 | 清仓 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$21 | 清仓 |
| — | ENLIGHTIFY INC COM NEW | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | WORKHORSE GROUP INC COM NEW | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $7 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $16 | 0.00% | 0 | 0 | — | -$15 | 清仓 |
| SMR | NUSCALE PWR CORP CL A COM | $40 | 0.00% | 4 | -6 | -60.0% | -$60 | 重新持有 |
| — | FUNDRISE INNOVATION FD LLC COM SHS | $61 | 0.00% | 1 | 1 | — | $61 | 新建仓 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $67 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TAO SYNERGIES INC COM | $75 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $80 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $81 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PTMC | PACER TRENDPILOT US MID CAP ETF | $84 | 0.00% | 2 | -77 | -97.5% | -$3,234 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $94 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $114 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC COM | $123 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY COM | $131 | 0.00% | 2 | -21 | -91.3% | -$1,376 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $219 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FUBO | FUBOTV INC COM NEW CL A | $230 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $237 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC COM | $242 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG NAMEN AKT A | $248 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | NUBURU INC COMMON STOCK | $257 | 0.00% | 2,004 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $273 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $279 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP COM | $282 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | VERU INC COM NEW | $313 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $329 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | REGIS CORPORATION COM SHS | $336 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CRI | CARTERS INC COM | $462 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $483 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP COM | $578 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $581 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $604 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $604 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $631 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $645 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $679 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $709 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $712 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $719 | 0.00% | 22 | 1 | 4.8% | $33 | 加仓 |
| NIO | NIO INC SPON ADS | $759 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $789 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AVMV | AVANTIS U.S. MID CAP VALUE ETF | $813 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC COMMON STOCK | $814 | 0.00% | 6 | -15 | -71.4% | -$2,035 | 减仓 |
| ECL | ECOLAB INC COM | $836 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD SPONSORED ADS | $855 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $906 | 0.00% | 25 | -5 | -16.7% | -$181 | 减仓 |
| AI | C3 AI INC CL A | $909 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $915 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $921 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC SHS CLASS -A - | $927 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP COM | $936 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC COM | $956 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $982 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1,010 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC COM CL A | $1,031 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $1,075 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC COM NEW | $1,097 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| KEEL | KEEL INFRASTRUCTURE CORP COM SHS | $1,148 | 0.00% | 200 | 200 | — | $1,148 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $1,160 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC COM CL A | $1,172 | 0.00% | 39 | -141 | -78.3% | -$4,237 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $1,192 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC COM | $1,195 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP COM | $1,238 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND | $1,295 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC COM CL A | $1,326 | 0.00% | 6 | 6 | — | $1,326 | 新建仓 |
| GWW | WW GRAINGER INC COM | $1,360 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $1,381 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC COM | $1,384 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1,407 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDS INC COM | $1,444 | 0.00% | 46 | 1 | 2.2% | $31 | 加仓 |
| TXG | 10X GENOMICS INC CL A COM | $1,457 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $1,505 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $1,505 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $1,546 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $1,554 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1,566 | 0.00% | 19 | 0 | 0.0% | — | 不变 |