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 |
|---|---|---|---|---|---|---|---|---|
| NUE | NUCOR CORP COM | $8,878 | 0.00% | 53 | 1 | 1.9% | $168 | 加仓 |
| NG | NOVAGOLD RESOURCES INC COM NEW | $8,980 | 0.00% | 1,000 | 1,000 | — | $8,980 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $9,212 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $9,267 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $9,294 | 0.00% | 102 | 1 | 1.0% | $91 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $9,375 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $9,561 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $9,636 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $9,783 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $9,797 | 0.00% | 152 | -3 | -1.9% | -$193 | 减仓 |
| IDA | IDACORP INC COM | $9,839 | 0.00% | 69 | 1 | 1.5% | $143 | 加仓 |
| FSM | FORTUNA MNG CORP COM NEW | $9,930 | 0.00% | 1,000 | 1,000 | — | $9,930 | 新建仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1.00万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $1.01万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $1.01万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP COM | $1.01万 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP COM | $1.02万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC COM | $1.02万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $1.03万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.04万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $1.04万 | 0.00% | 901 | 10 | 1.1% | $115 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.04万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HBM | HUDBAY MINERALS INC COM | $1.04万 | 0.00% | 500 | 500 | — | $1.04万 | 新建仓 |
| AIZ | ASSURANT INC COM | $1.05万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $1.05万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X RENEWABLE ENERGY PRODUCERS ETF | $1.05万 | 0.00% | 285 | 3 | 1.1% | $111 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $1.07万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $1.08万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1.09万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP COM | $1.09万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X SUPERDIVIDEND US ETF | $1.10万 | 0.00% | 581 | 10 | 1.8% | $189 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $1.11万 | 0.00% | 61 | 4 | 7.0% | $725 | 加仓 |
| — | PEBBLEBROOK HOTEL TR 6.375 PFD SER E | $1.11万 | 0.00% | 579 | 5 | 0.9% | $96 | 加仓 |
| CVS | CVS HEALTH CORP COM | $1.12万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC COM | $1.13万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $1.14万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.14万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $1.15万 | 0.00% | 245 | -1,252 | -83.6% | -$5.85万 | 减仓 |
| ABNB | AIRBNB INC COM CL A | $1.16万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $1.16万 | 0.00% | 1,094 | 0 | 0.0% | — | 不变 |
| XES | STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | $1.17万 | 0.00% | 100 | 100 | — | $1.17万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1.17万 | 0.00% | 125 | 125 | — | $1.17万 | 新建仓 |
| LIN | LINDE PLC SHS | $1.19万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC COM CL A | $1.19万 | 0.00% | 240 | 40 | 20.0% | $1,984 | 加仓 |
| VEEV | VEEVA SYS INC CL A COM | $1.19万 | 0.00% | 68 | 38 | 126.7% | $6,675 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $1.20万 | 0.00% | 519 | 5 | 1.0% | $115 | 加仓 |
| D | DOMINION ENERGY INC COM | $1.20万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1.21万 | 0.00% | 110 | -20 | -15.4% | -$2,194 | 减仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $1.21万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $1.22万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.22万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $1.23万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $1.23万 | 0.00% | 131 | -31 | -19.1% | -$2,906 | 减仓 |
| CCI | CROWN CASTLE INC COM | $1.26万 | 0.00% | 155 | -4 | -2.5% | -$326 | 减仓 |
| BSJT | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $1.27万 | 0.01% | 602 | 10 | 1.7% | $210 | 加仓 |
| BSJS | INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF | $1.27万 | 0.01% | 584 | 8 | 1.4% | $174 | 加仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $1.28万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $1.32万 | 0.01% | 41 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $1.32万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1.33万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC COM | $1.33万 | 0.01% | 246 | -117 | -32.2% | -$6,334 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $1.34万 | 0.01% | 1,453 | 59 | 4.2% | $543 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $1.36万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $1.37万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP COM | $1.38万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $1.39万 | 0.01% | 221 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $1.39万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC COM NEW | $1.41万 | 0.01% | 1,502 | 30 | 2.0% | $281 | 加仓 |
| SFL | SFL CORPORATION LTD SHS | $1.41万 | 0.01% | 1,309 | 25 | 1.9% | $270 | 加仓 |
| — | VOLATILITY SHARES TRUST XRP ETF | $1.42万 | 0.01% | 1,867 | 1 | 0.1% | $8 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $1.43万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC CL A | $1.45万 | 0.01% | 241 | -15 | -5.9% | -$903 | 减仓 |
| SSRM | SSR MINING IN COM | $1.47万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $1.47万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $1.49万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $1.49万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP COM PAR $1 | $1.50万 | 0.01% | 504 | 504 | — | $1.50万 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $1.53万 | 0.01% | 2,032 | 1,000 | 96.9% | $7,552 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1.55万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| SPPP | SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU | $1.55万 | 0.01% | 1,000 | 1,000 | — | $1.55万 | 新建仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1.57万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.57万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $1.58万 | 0.01% | 293 | 5 | 1.7% | $270 | 加仓 |
| EXC | EXELON CORP COM | $1.59万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $1.60万 | 0.01% | 81 | 81 | — | $1.60万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $1.61万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.62万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1.66万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $1.66万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENERGY CORP COM | $1.66万 | 0.01% | 505 | 1 | 0.2% | $33 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $1.68万 | 0.01% | 672 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $1.69万 | 0.01% | 39 | 9 | 30.0% | $3,910 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.70万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1.71万 | 0.01% | 363 | 2 | 0.6% | $94 | 加仓 |
| FFIV | F5 INC COM | $1.71万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.73万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.74万 | 0.01% | 345 | 2 | 0.6% | $101 | 加仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $1.76万 | 0.01% | 200 | 200 | — | $1.76万 | 新建仓 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $1.77万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.80万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |