Lodestone Wealth Management LLC
SPOKANE WA · SEC CIK 0001950158
$2.52亿2026Q1 申报市值
779持仓数
23.5%前十大占比 · 第一大 3.3%
31 / 48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
CGCP 加仓+$134.27万
CGSD 加仓+$56.99万
CGXU 加仓+$55.09万
CGNG 加仓+$46.08万
AVDV 加仓+$43.90万
2026Q1 卖出最多 按季末市值估算
PCAR 减仓-$49.54万
ACN 减仓-$10.38万
GLD 减仓-$10.33万
BAC 减仓-$10.27万
AXP 减仓-$9.32万
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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP COM | $3,370 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $3,417 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC COM | $3,420 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $3,442 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $3,477 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $3,481 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $3,490 | 0.00% | 8 | -1 | -11.1% | -$436 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $3,512 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP COM | $3,530 | 0.00% | 1,000 | 1,000 | — | $3,530 | 新建仓 |
| — | DIREXION DAILY S&P OIL & GAS EXP. & PROD. BULL 2X ETF | $3,538 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $3,677 | 0.00% | 421 | 11 | 2.7% | $96 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $3,705 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $3,752 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $3,777 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $3,820 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $3,828 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $3,838 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $3,840 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,880 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $3,890 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $3,923 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $4,003 | 0.00% | 255 | 5 | 2.0% | $78 | 加仓 |
| KHC | KRAFT HEINZ CO COM | $4,022 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| JBGS | JBG SMITH PPTYS COM | $4,047 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $4,089 | 0.00% | 59 | 39 | 195.0% | $2,703 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $4,096 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $4,142 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $4,150 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $4,174 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC COM | $4,202 | 0.00% | 60 | 60 | — | $4,202 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4,292 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $4,346 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC COM | $4,357 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $4,377 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $4,494 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK COM | $4,500 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $4,546 | 0.00% | 119 | -1,255 | -91.3% | -$4.79万 | 减仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $4,585 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $4,596 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $4,634 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $4,836 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $4,973 | 0.00% | 55 | -860 | -94.0% | -$7.78万 | 减仓 |
| VTRS | VIATRIS INC COM | $5,004 | 0.00% | 370 | 1 | 0.3% | $14 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $5,017 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $5,019 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC COM CL A | $5,040 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $5,066 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP COM | $5,130 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $5,170 | 0.00% | 139 | 1 | 0.7% | $37 | 加仓 |
| — | ISHARES ETHEREUM TRUST ETF | $5,176 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $5,183 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $5,189 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $5,239 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $5,280 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $5,289 | 0.00% | 1,023 | 0 | 0.0% | — | 不变 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5,349 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $5,467 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $5,473 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $5,506 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $5,513 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC COM | $5,815 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRA BITCOIN ETF | $5,837 | 0.00% | 501 | 501 | — | $5,837 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $5,862 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC COM | $5,956 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| HAUZ | DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | $6,033 | 0.00% | 267 | -59 | -18.1% | -$1,333 | 减仓 |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $6,097 | 0.00% | 195 | -3 | -1.5% | -$94 | 减仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $6,099 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $6,173 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $6,241 | 0.00% | 692 | 3 | 0.4% | $27 | 加仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $6,287 | 0.00% | 136 | 1 | 0.7% | $46 | 加仓 |
| WELL | WELLTOWER INC COM | $6,327 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC CLASS A COM STK | $6,342 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $6,465 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $6,563 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $6,604 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $6,749 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT URANIUM MINERS ETF | $6,914 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $7,128 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $7,147 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $7,161 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $7,231 | 0.00% | 80 | -8 | -9.1% | -$723 | 减仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $7,265 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $7,266 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $7,419 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $7,524 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CL A | $7,552 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP COM | $7,677 | 0.00% | 191 | 2 | 1.1% | $80 | 加仓 |
| FOX | FOX CORP CL B COM | $7,693 | 0.00% | 145 | 1 | 0.7% | $53 | 加仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $7,778 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $7,988 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $8,125 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $8,167 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $8,218 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $8,219 | 0.00% | 102 | 1 | 1.0% | $81 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8,239 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $8,301 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP COM | $8,327 | 0.00% | 368 | 245 | 199.2% | $5,544 | 加仓 |
| BAX | BAXTER INTL INC COM | $8,400 | 0.00% | 500 | -500 | -50.0% | -$8,400 | 减仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $8,593 | 0.00% | 120 | 120 | — | $8,593 | 新建仓 |
| SCHH | SCHWAB U.S. REIT ETF | $8,845 | 0.00% | 412 | 2 | 0.5% | $43 | 加仓 |