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 |
|---|---|---|---|---|---|---|---|---|
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $4,629 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $4,679 | 0.00% | 88 | 88 | — | $4,679 | 新建仓 |
| ATO | ATMOS ENERGY CORP COM | $4,785 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC COM CL A | $4,839 | 0.00% | 1,023 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC COM | $4,980 | 0.00% | 234 | -48 | -17.0% | -$1,022 | 减仓 |
| DKS | DICKS SPORTING GOODS INC COM | $5,040 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $5,086 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS ETF | $5,262 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $5,262 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $5,310 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $5,343 | 0.00% | 47 | -89 | -65.4% | -$1.01万 | 减仓 |
| FIG | FIGMA INC CLASS A COM STK | $5,427 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $5,430 | 0.00% | 103 | 1 | 1.0% | $53 | 加仓 |
| ENB | ENBRIDGE INC COM | $5,475 | 0.00% | 101 | -145 | -58.9% | -$7,860 | 减仓 |
| — | BLAIZE HLDGS INC COM | $5,520 | 0.00% | 4,000 | 4,000 | — | $5,520 | 新建仓 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $5,534 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $5,536 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP COM | $5,576 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| HAUZ | XTRACKERS INTERNATIONAL REAL ESTATE ETF | $5,627 | 0.00% | 251 | -16 | -6.0% | -$359 | 减仓 |
| PMT | PENNYMAC MTG INVT TR COM | $5,640 | 0.00% | 500 | 500 | — | $5,640 | 新建仓 |
| — | VALENS SEMICONDUCTOR LTD ORDINARY SHARES | $5,650 | 0.00% | 2,500 | 2,500 | — | $5,650 | 新建仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $5,768 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $5,851 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $5,907 | 0.00% | 372 | 2 | 0.5% | $32 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $5,948 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC COM NEW | $5,970 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC COM | $6,113 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $6,114 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION COM | $6,115 | 0.00% | 500 | 500 | — | $6,115 | 新建仓 |
| DNN | DENISON MINES CORP COM | $6,120 | 0.00% | 2,000 | 1,000 | 100.0% | $3,060 | 加仓 |
| ARMK | ARAMARK COM | $6,316 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $6,328 | 0.00% | 138 | 2 | 1.5% | $92 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $6,428 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $6,490 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $6,656 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $6,746 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP CL B COM | $6,786 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $6,860 | 0.00% | 696 | 4 | 0.6% | $39 | 加仓 |
| CSIQ | CANADIAN SOLAR INC COM | $6,889 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC CL A | $6,948 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $6,952 | 0.00% | 288 | -144 | -33.3% | -$3,476 | 减仓 |
| OKE | ONEOK INC NEW COM | $6,955 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PS | PERSHING SQUARE INC COMMON STOCK | $7,065 | 0.00% | 215 | 215 | — | $7,065 | 新建仓 |
| CTAS | CINTAS CORP COM | $7,144 | 0.00% | 42 | 35 | 500.0% | $5,953 | 加仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $7,180 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $7,181 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $7,242 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC COM SHS | $7,246 | 0.00% | 1,375 | 500 | 57.1% | $2,635 | 加仓 |
| WELL | WELLTOWER INC COM | $7,263 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $7,334 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO COM CL A | $7,366 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $7,374 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $7,392 | 0.00% | 62 | -1 | -1.6% | -$119 | 减仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $7,542 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $7,572 | 0.00% | 11 | -14 | -56.0% | -$9,637 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $7,593 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $7,659 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $7,713 | 0.00% | 156 | -89 | -36.3% | -$4,400 | 减仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $7,754 | 0.00% | 182 | 1 | 0.6% | $43 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $7,763 | 0.00% | 59 | -31 | -34.4% | -$4,079 | 减仓 |
| AVA | AVISTA CORP COM | $7,915 | 0.00% | 193 | 2 | 1.0% | $82 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $7,928 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $8,011 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $8,074 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| URNM | SPROTT URANIUM MINERS ETF | $8,177 | 0.00% | 155 | 46 | 42.2% | $2,427 | 加仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $8,181 | 0.00% | 76 | -26 | -25.5% | -$2,799 | 减仓 |
| DFIS | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $8,189 | 0.00% | 234 | 3 | 1.3% | $105 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $8,215 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $8,361 | 0.00% | 621 | 366 | 143.5% | $4,928 | 加仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $8,389 | 0.00% | 209 | 3 | 1.5% | $120 | 加仓 |
| FSM | FORTUNA MNG CORP COM NEW | $8,450 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $8,605 | 0.00% | 126 | -68 | -35.1% | -$4,644 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $8,913 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $9,033 | 0.00% | 382 | 203 | 113.4% | $4,800 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $9,096 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP COM | $9,170 | 0.00% | 369 | 1 | 0.3% | $25 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $9,243 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $9,393 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $9,432 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $9,564 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $9,651 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC COM | $9,658 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $9,677 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $9,728 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $9,731 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $9,734 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $9,795 | 0.00% | 414 | 2 | 0.5% | $47 | 加仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $1.00万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP COM PAR $1 | $1.01万 | 0.00% | 508 | 4 | 0.8% | $79 | 加仓 |
| — | GLOBAL X RENEWABLE ENERGY PRODUCERS ETF | $1.02万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.03万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $1.04万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC COM | $1.04万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $1.05万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $1.06万 | 0.00% | 99 | -24 | -19.5% | -$2,571 | 减仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $1.06万 | 0.00% | 153 | 1 | 0.7% | $69 | 加仓 |
| BAX | BAXTER INTL INC COM | $1.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHARES TRUST XRP ETF | $1.07万 | 0.00% | 1,868 | 1 | 0.1% | $6 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.07万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X SUPERDIVIDEND US ETF | $1.12万 | 0.00% | 591 | 10 | 1.7% | $190 | 加仓 |