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 |
|---|---|---|---|---|---|---|---|---|
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1,624 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $1,636 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $1,664 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $1,664 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | THEMES URANIUM & NUCLEAR ETF | $1,681 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $1,693 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $1,761 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1,773 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $1,774 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC COM | $1,791 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $1,791 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $1,858 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $1,888 | 0.00% | 40 | 1 | 2.6% | $47 | 加仓 |
| RELX | RELX PLC SPONSORED ADR | $1,900 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $1,901 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1,909 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $1,916 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| SID | COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR | $1,917 | 0.00% | 2,095 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $1,976 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP COM NEW | $2,001 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $2,005 | 0.00% | 28 | -15 | -34.9% | -$1,074 | 减仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $2,021 | 0.00% | 87 | 1 | 1.2% | $23 | 加仓 |
| IR | INGERSOLL RAND INC COM | $2,050 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $2,050 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $2,052 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF | $2,079 | 0.00% | 38 | 2 | 5.6% | $109 | 加仓 |
| RUM | RUM GROUP INC COM CL A | $2,092 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $2,106 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO COM | $2,146 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2,214 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $2,240 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $2,243 | 0.00% | 10 | -8 | -44.4% | -$1,794 | 减仓 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $2,307 | 0.00% | 50 | -25 | -33.3% | -$1,154 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $2,312 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $2,322 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $2,363 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI BRAZIL ETF | $2,404 | 0.00% | 70 | -601 | -89.6% | -$2.06万 | 重新持有 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $2,407 | 0.00% | 96 | 1 | 1.1% | $25 | 加仓 |
| AME | AMETEK INC COM | $2,419 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC COM | $2,427 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $2,456 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| — | DIREXION DAILY S&P OIL & GAS EXP. & PROD. BULL 2X ETF | $2,457 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $2,498 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $2,502 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $2,506 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $2,510 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC COM | $2,533 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $2,655 | 0.00% | 31 | -30 | -49.2% | -$2,569 | 减仓 |
| TOST | TOAST INC CL A | $2,671 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $2,770 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE SPON ADR | $2,774 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $2,850 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $2,855 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $2,871 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC COM CL A | $2,880 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $2,891 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $2,915 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC COM | $3,003 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $3,038 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $3,221 | 0.00% | 17 | 17 | — | $3,221 | 新建仓 |
| TFC | TRUIST FINL CORP COM | $3,238 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $3,342 | 0.00% | 434 | 13 | 3.1% | $100 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,362 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $3,411 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $3,473 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $3,487 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $3,492 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $3,502 | 0.00% | 101 | -38 | -27.3% | -$1,318 | 减仓 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $3,505 | 0.00% | 285 | 7 | 2.5% | $86 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $3,560 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW COM | $3,562 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC COM SHS | $3,563 | 0.00% | 14 | -1,010 | -98.6% | -$25.70万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC COM | $3,580 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $3,623 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $3,655 | 0.00% | 158 | 132 | 507.7% | $3,054 | 加仓 |
| XYL | XYLEM INC COM | $3,665 | 0.00% | 31 | -11 | -26.2% | -$1,300 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $3,706 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $3,714 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $3,862 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TRUST ETF | $3,888 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $3,902 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $3,907 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC COM | $3,965 | 0.00% | 2 | 2 | — | $3,965 | 新建仓 |
| TDG | TRANSDIGM GROUP INC COM | $3,996 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC COM | $4,025 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $4,032 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| JBGS | JBG SMITH PPTYS COM | $4,064 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $4,083 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA BITCOIN ETF | $4,086 | 0.00% | 503 | 2 | 0.4% | $16 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $4,115 | 0.00% | 40 | -250 | -86.2% | -$2.57万 | 减仓 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $4,192 | 0.00% | 41 | 1 | 2.5% | $102 | 加仓 |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $4,225 | 0.00% | 133 | -62 | -31.8% | -$1,970 | 减仓 |
| NEM | NEWMONT CORP COM | $4,308 | 0.00% | 46 | 41 | 820.0% | $3,840 | 加仓 |
| PPL | PPL CORP COM | $4,326 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $4,338 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $4,391 | 0.00% | 51 | -4 | -7.3% | -$344 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $4,541 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $4,562 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $4,594 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $4,622 | 0.00% | 29 | 0 | 0.0% | — | 不变 |