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 |
|---|---|---|---|---|---|---|---|---|
| INTU | INTUIT COM | $2.24万 | 0.01% | 86 | 1 | 1.2% | $261 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $2.25万 | 0.01% | 54 | 15 | 38.5% | $6,239 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $2.26万 | 0.01% | 227 | 42 | 22.7% | $4,181 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.26万 | 0.01% | 279 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $2.27万 | 0.01% | 1,471 | 0 | 0.0% | — | 不变 |
| — | JENSEN QUALITY GROWTH ETF | $2.29万 | 0.01% | 845 | 2 | 0.2% | $54 | 加仓 |
| — | CION INVT CORP COM | $2.30万 | 0.01% | 3,688 | 159 | 4.5% | $991 | 加仓 |
| URI | UNITED RENTALS INC COM | $2.31万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2.35万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $2.35万 | 0.01% | 618 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $2.37万 | 0.01% | 1,928 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $2.37万 | 0.01% | 457 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $2.40万 | 0.01% | 482 | -31 | -6.0% | -$1,546 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $2.42万 | 0.01% | 290 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC COM | $2.45万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $2.50万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $2.54万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| AVIG | AVANTIS CORE FIXED INCOME ETF | $2.54万 | 0.01% | 613 | 6 | 1.0% | $249 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $2.54万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $2.54万 | 0.01% | 546 | 5 | 0.9% | $233 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $2.57万 | 0.01% | 143 | 13 | 10.0% | $2,334 | 加仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $2.59万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $2.65万 | 0.01% | 1,106 | -749 | -40.4% | -$1.79万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $2.66万 | 0.01% | 194 | -11 | -5.4% | -$1,506 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $2.69万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $2.77万 | 0.01% | 257 | 4 | 1.6% | $431 | 加仓 |
| JBL | JABIL INC COM | $2.78万 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $2.79万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $2.81万 | 0.01% | 152 | 1 | 0.7% | $185 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $2.82万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2.83万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES GLOBAL MATERIALS ETF | $2.83万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $2.85万 | 0.01% | 569 | -93 | -14.0% | -$4,664 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.86万 | 0.01% | 390 | -14 | -3.5% | -$1,027 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $2.87万 | 0.01% | 327 | -85 | -20.6% | -$7,461 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $2.88万 | 0.01% | 350 | 2 | 0.6% | $164 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $2.88万 | 0.01% | 264 | 1 | 0.4% | $109 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $2.89万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $2.90万 | 0.01% | 873 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $2.91万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $2.94万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $3.05万 | 0.01% | 846 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3.06万 | 0.01% | 111 | -6 | -5.1% | -$1,654 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3.08万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $3.09万 | 0.01% | 314 | -15 | -4.6% | -$1,476 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $3.09万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $3.09万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $3.09万 | 0.01% | 652 | 7 | 1.1% | $332 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $3.13万 | 0.01% | 183 | 183 | — | $3.13万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC CL B | $3.17万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| ASM | AVINO SILVER & GOLD MINES LTD COM | $3.17万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $3.19万 | 0.01% | 206 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $3.22万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $3.26万 | 0.01% | 536 | -78 | -12.7% | -$4,738 | 减仓 |
| CDE | COEUR MNG INC COM NEW | $3.27万 | 0.01% | 2,002 | 2 | 0.1% | $33 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $3.32万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $3.43万 | 0.01% | 1,321 | 246 | 22.9% | $6,384 | 加仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $3.43万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $3.45万 | 0.01% | 515 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $3.50万 | 0.01% | 1,226 | 1,226 | — | $3.50万 | 新建仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $3.53万 | 0.01% | 1,356 | 0 | 0.0% | — | 不变 |
| GDX | VANECK GOLD MINERS ETF | $3.59万 | 0.01% | 475 | -109 | -18.7% | -$8,229 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $3.60万 | 0.01% | 699 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $3.60万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $3.62万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $3.63万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $3.70万 | 0.01% | 640 | 1 | 0.2% | $58 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $3.81万 | 0.01% | 490 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $3.84万 | 0.01% | 73 | 10 | 15.9% | $5,264 | 加仓 |
| TEM | TEMPUS AI INC CL A | $3.85万 | 0.01% | 664 | 25 | 3.9% | $1,448 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $3.86万 | 0.01% | 1,208 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $3.92万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $3.95万 | 0.01% | 962 | -299 | -23.7% | -$1.23万 | 减仓 |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $3.98万 | 0.01% | 661 | 2 | 0.3% | $120 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $3.98万 | 0.01% | 106 | -5 | -4.5% | -$1,877 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $4.03万 | 0.01% | 2,106 | 34 | 1.6% | $650 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $4.05万 | 0.01% | 227 | 2 | 0.9% | $356 | 加仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $4.11万 | 0.01% | 713 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $4.12万 | 0.01% | 1,562 | -402 | -20.5% | -$1.06万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $4.13万 | 0.01% | 120 | 12 | 11.1% | $4,132 | 加仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $4.20万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $4.22万 | 0.01% | 719 | -284 | -28.3% | -$1.67万 | 减仓 |
| SO | SOUTHERN CO COM | $4.24万 | 0.01% | 443 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $4.40万 | 0.02% | 822 | 28 | 3.5% | $1,497 | 加仓 |
| UNP | UNION PAC CORP COM | $4.47万 | 0.02% | 164 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $4.53万 | 0.02% | 587 | 1 | 0.2% | $77 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $4.69万 | 0.02% | 408 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $4.75万 | 0.02% | 303 | -7 | -2.3% | -$1,097 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.81万 | 0.02% | 387 | -105 | -21.3% | -$1.31万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC COM SHS CL A | $4.84万 | 0.02% | 866 | 866 | — | $4.84万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $4.98万 | 0.02% | 8,472 | -1,874 | -18.1% | -$1.10万 | 减仓 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $5.07万 | 0.02% | 389 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $5.09万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORP COM NEW | $5.14万 | 0.02% | 774 | 4 | 0.5% | $266 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $5.17万 | 0.02% | 1,251 | 79 | 6.7% | $3,265 | 加仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $5.19万 | 0.02% | 214 | -29 | -11.9% | -$7,030 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $5.29万 | 0.02% | 577 | 0 | 0.0% | — | 不变 |
| AMBA | AMBARELLA INC SHS | $5.31万 | 0.02% | 619 | 619 | — | $5.31万 | 新建仓 |
| CB | CHUBB LIMITED COM | $5.31万 | 0.02% | 156 | -16 | -9.3% | -$5,448 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $5.36万 | 0.02% | 108 | 0 | 0.0% | — | 不变 |