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 |
|---|---|---|---|---|---|---|---|---|
| XES | STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | $1.13万 | 0.00% | 101 | 1 | 1.0% | $112 | 加仓 |
| AIZ | ASSURANT INC COM | $1.13万 | 0.00% | 42 | -6 | -12.5% | -$1,611 | 减仓 |
| KIM | KIMCO REALTY CORP COM | $1.14万 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $1.15万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENERGY CORP COM | $1.17万 | 0.00% | 506 | 1 | 0.2% | $23 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.17万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $1.17万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $1.18万 | 0.00% | 62 | -25 | -28.7% | -$4,755 | 减仓 |
| HBM | HUDBAY MINERALS INC COM | $1.18万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AVUS | AVANTIS U.S. EQUITY ETF | $1.18万 | 0.00% | 92 | 80 | 666.7% | $1.03万 | 加仓 |
| CCI | CROWN CASTLE INC COM | $1.19万 | 0.00% | 157 | 2 | 1.3% | $151 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $1.21万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $1.22万 | 0.00% | 66 | -59 | -47.2% | -$1.09万 | 减仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $1.22万 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $1.22万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $1.23万 | 0.00% | 93 | 1 | 1.1% | $132 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.23万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $1.25万 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| OKLO | OKLO INC COM CL A | $1.26万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $1.26万 | 0.00% | 908 | 7 | 0.8% | $97 | 加仓 |
| CCJ | CAMECO CORP COM | $1.26万 | 0.00% | 124 | 24 | 24.0% | $2,445 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $1.29万 | 0.00% | 1,094 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1.31万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $1.32万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $1.33万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $1.35万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AON | AON PLC SHS CL A | $1.36万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD SHS | $1.36万 | 0.00% | 1,334 | 25 | 1.9% | $255 | 加仓 |
| GNL | GLOBAL NET LEASE INC COM NEW | $1.37万 | 0.00% | 1,532 | 30 | 2.0% | $268 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $1.38万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $1.38万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $1.39万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $1.39万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP COM | $1.40万 | 0.00% | 44 | 20 | 83.3% | $6,350 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.40万 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $1.40万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $1.41万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| CLFD | CLEARFIELD INC COM | $1.41万 | 0.00% | 354 | 354 | — | $1.41万 | 新建仓 |
| SSRM | SSR MINING IN COM | $1.41万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1.42万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $1.45万 | 0.01% | 1,087 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $1.46万 | 0.01% | 82 | 14 | 20.6% | $2,485 | 加仓 |
| ILMN | ILLUMINA INC COM | $1.46万 | 0.01% | 83 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $1.50万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $1.52万 | 0.01% | 325 | 0 | 0.0% | — | 不变 |
| PRCT | PROCEPT BIOROBOTICS CORP COM | $1.52万 | 0.01% | 672 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $1.52万 | 0.01% | 561 | -389 | -40.9% | -$1.05万 | 减仓 |
| MMM | 3M CO COM | $1.52万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC ORD | $1.54万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | $1.54万 | 0.01% | 1,497 | 44 | 3.0% | $454 | 加仓 |
| HSY | HERSHEY CO COM | $1.54万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $1.55万 | 0.01% | 524 | 5 | 1.0% | $148 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $1.57万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ULTRA SHORT BOND ETF | $1.57万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $1.60万 | 0.01% | 653 | -445 | -40.5% | -$1.09万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $1.61万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $1.62万 | 0.01% | 2,244 | 212 | 10.4% | $1,528 | 加仓 |
| — | BITWISE ETHEREUM ETF | $1.62万 | 0.01% | 1,438 | -300 | -17.3% | -$3,384 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $1.65万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP COM | $1.66万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1.67万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P SMALL-CAP 600 ETF | $1.69万 | 0.01% | 123 | -31 | -20.1% | -$4,264 | 减仓 |
| — | MICROSECTORS GOLD MINERS 3X LEVERAGED ETN | $1.71万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD MORTGAGE-BACKED SECURITIES ETF | $1.72万 | 0.01% | 367 | 4 | 1.1% | $187 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $1.74万 | 0.01% | 196 | -27 | -12.1% | -$2,396 | 减仓 |
| — | ALPS DISRUPTIVE TECHNOLOGIES ETF | $1.76万 | 0.01% | 365 | -157 | -30.1% | -$7,560 | 减仓 |
| SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.76万 | 0.01% | 349 | 4 | 1.2% | $202 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1.76万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $1.77万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP COM | $1.77万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $1.77万 | 0.01% | 111 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA COM | $1.78万 | 0.01% | 86 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $1.80万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| — | FIDELITY AAA CLO ETF | $1.80万 | 0.01% | 359 | 359 | — | $1.80万 | 新建仓 |
| CPRT | COPART INC COM | $1.82万 | 0.01% | 645 | 13 | 2.1% | $366 | 加仓 |
| XYZ | BLOCK INC CL A | $1.83万 | 0.01% | 241 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES MSCI JAPAN ETF | $1.84万 | 0.01% | 197 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $1.84万 | 0.01% | 140 | -24 | -14.6% | -$3,152 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $1.84万 | 0.01% | 194 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $1.85万 | 0.01% | 1,233 | -129 | -9.5% | -$1,939 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $1.86万 | 0.01% | 329 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1.87万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TRUST | $1.88万 | 0.01% | 589 | -200 | -25.3% | -$6,372 | 减仓 |
| EQX | EQUINOX GOLD CORP COM | $1.94万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1.96万 | 0.01% | 172 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC COM | $1.98万 | 0.01% | 99 | -17 | -14.7% | -$3,407 | 减仓 |
| — | PROSHARES SHORT QQQ | $2.00万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| RMOP | ROCKEFELLER OPPORTUNISTIC MUNICIPAL BOND ETF | $2.03万 | 0.01% | 793 | 10 | 1.3% | $255 | 加仓 |
| TAN | INVESCO SOLAR ETF | $2.03万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $2.03万 | 0.01% | 212 | 2 | 1.0% | $191 | 加仓 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $2.05万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $2.06万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $2.11万 | 0.01% | 133 | -14 | -9.5% | -$2,222 | 减仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC COM SHS | $2.12万 | 0.01% | 1,212 | 49 | 4.2% | $855 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2.12万 | 0.01% | 130 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $2.15万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $2.21万 | 0.01% | 206 | -18 | -8.0% | -$1,927 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $2.22万 | 0.01% | 532 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $2.22万 | 0.01% | 284 | 1 | 0.4% | $78 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $2.24万 | 0.01% | 223 | 164 | 278.0% | $1.64万 | 加仓 |