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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD HEALTH CARE ETF | $5.38万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $5.39万 | 0.02% | 87 | -7 | -7.4% | -$4,340 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $5.46万 | 0.02% | 1,884 | 437 | 30.2% | $1.27万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $5.51万 | 0.02% | 247 | 18 | 7.9% | $4,012 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $5.51万 | 0.02% | 1,872 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $5.69万 | 0.02% | 238 | 1 | 0.4% | $239 | 加仓 |
| — | INVESCO S&P SMALLCAP LOW VOLATILITY ETF | $5.73万 | 0.02% | 1,093 | -71 | -6.1% | -$3,721 | 减仓 |
| OSK | OSHKOSH CORP COM | $5.79万 | 0.02% | 377 | 2 | 0.5% | $307 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $5.81万 | 0.02% | 114 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $5.82万 | 0.02% | 430 | -175 | -28.9% | -$2.37万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $5.89万 | 0.02% | 263 | 4 | 1.5% | $896 | 加仓 |
| DHR | DANAHER CORP DEL COM | $5.93万 | 0.02% | 311 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $5.95万 | 0.02% | 1,241 | -19 | -1.5% | -$911 | 减仓 |
| — | SCHWAB CRYPTO THEMATIC ETF | $5.98万 | 0.02% | 854 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $5.98万 | 0.02% | 1,891 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $6.01万 | 0.02% | 235 | 1 | 0.4% | $256 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $6.08万 | 0.02% | 660 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $6.18万 | 0.02% | 2,028 | -348 | -14.6% | -$1.06万 | 减仓 |
| GEV | GE VERNOVA INC COM | $6.47万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $6.53万 | 0.02% | 2,176 | -2,024 | -48.2% | -$6.07万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $6.61万 | 0.02% | 210 | 12 | 6.1% | $3,778 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $6.62万 | 0.02% | 1,562 | -209 | -11.8% | -$8,851 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $6.64万 | 0.02% | 840 | -71 | -7.8% | -$5,614 | 减仓 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $6.65万 | 0.02% | 1,658 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $6.67万 | 0.02% | 261 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $6.72万 | 0.02% | 66 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $6.73万 | 0.02% | 1,318 | -138 | -9.5% | -$7,045 | 减仓 |
| USB | US BANCORP COM NEW | $6.73万 | 0.02% | 1,115 | -85 | -7.1% | -$5,134 | 减仓 |
| DE | DEERE & CO COM | $6.79万 | 0.02% | 107 | -8 | -7.0% | -$5,075 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $6.88万 | 0.02% | 173 | -25 | -12.6% | -$9,942 | 减仓 |
| C | CITIGROUP INC COM NEW | $6.95万 | 0.02% | 497 | 3 | 0.6% | $419 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $6.95万 | 0.02% | 723 | 0 | 0.0% | — | 不变 |
| TLN | TALEN ENERGY CORP COM | $6.99万 | 0.02% | 182 | -104 | -36.4% | -$4.00万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $7.08万 | 0.02% | 166 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $7.19万 | 0.03% | 1,443 | 1,443 | — | $7.19万 | 新建仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $7.23万 | 0.03% | 1,315 | -2,904 | -68.8% | -$15.97万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $7.25万 | 0.03% | 435 | 15 | 3.6% | $2,500 | 加仓 |
| ABBV | ABBVIE INC COM | $7.37万 | 0.03% | 293 | -71 | -19.5% | -$1.79万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $7.38万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $7.39万 | 0.03% | 89 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $7.40万 | 0.03% | 977 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $7.42万 | 0.03% | 294 | -15 | -4.9% | -$3,783 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $7.44万 | 0.03% | 772 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $7.51万 | 0.03% | 496 | 55 | 12.5% | $8,333 | 加仓 |
| WMB | WILLIAMS COS INC COM | $7.96万 | 0.03% | 1,071 | 1 | 0.1% | $74 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $7.99万 | 0.03% | 270 | -348 | -56.3% | -$10.30万 | 减仓 |
| KKR | KKR & CO INC COM | $8.11万 | 0.03% | 884 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $8.12万 | 0.03% | 514 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $8.23万 | 0.03% | 467 | 45 | 10.7% | $7,934 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $8.25万 | 0.03% | 2,284 | 1 | 0.0% | $36 | 加仓 |
| ACM | AECOM COM | $8.26万 | 0.03% | 1,184 | 4 | 0.3% | $279 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $8.28万 | 0.03% | 3,104 | -12 | -0.4% | -$320 | 减仓 |
| NOW | SERVICENOW INC COM | $8.40万 | 0.03% | 846 | 223 | 35.8% | $2.21万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $8.42万 | 0.03% | 626 | -29 | -4.4% | -$3,902 | 减仓 |
| PFE | PFIZER INC COM | $8.43万 | 0.03% | 3,503 | -708 | -16.8% | -$1.70万 | 减仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $8.46万 | 0.03% | 1,954 | 18 | 0.9% | $779 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $8.98万 | 0.03% | 406 | 406 | — | $8.98万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC COM | $9.04万 | 0.03% | 2,092 | -111 | -5.0% | -$4,794 | 减仓 |
| HON | HONEYWELL INTL INC COM | $9.09万 | 0.03% | 406 | -529 | -56.6% | -$11.84万 | 减仓 |
| EQAL | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $9.11万 | 0.03% | 1,538 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $9.23万 | 0.03% | 96 | -11 | -10.3% | -$1.06万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $9.27万 | 0.03% | 907 | 3 | 0.3% | $307 | 加仓 |
| AVAV | AEROVIRONMENT INC COM | $9.31万 | 0.03% | 564 | 267 | 89.9% | $4.41万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $9.42万 | 0.03% | 1,635 | 13 | 0.8% | $749 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $9.53万 | 0.03% | 2,297 | 1,243 | 117.9% | $5.16万 | 加仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $9.72万 | 0.03% | 1,054 | 9 | 0.9% | $830 | 加仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $9.80万 | 0.03% | 1,356 | 15 | 1.1% | $1,084 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $10.05万 | 0.04% | 641 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $10.19万 | 0.04% | 1,937 | -103 | -5.0% | -$5,417 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $10.23万 | 0.04% | 820 | 54 | 7.0% | $6,734 | 加仓 |
| SYNA | SYNAPTICS INC COM | $10.31万 | 0.04% | 830 | 770 | 1,283.3% | $9.57万 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $10.46万 | 0.04% | 395 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $10.51万 | 0.04% | 1,158 | -27 | -2.3% | -$2,450 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $10.54万 | 0.04% | 309 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $10.68万 | 0.04% | 286 | 1 | 0.4% | $373 | 加仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $10.84万 | 0.04% | 2,369 | -5 | -0.2% | -$229 | 减仓 |
| WFC | WELLS FARGO & CO COM | $11.01万 | 0.04% | 1,332 | -258 | -16.2% | -$2.13万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $11.19万 | 0.04% | 886 | -56 | -5.9% | -$7,074 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $11.35万 | 0.04% | 116 | 0 | 0.0% | — | 不变 |
| AMLP | ALERIAN MLP ETF | $11.48万 | 0.04% | 2,213 | 41 | 1.9% | $2,126 | 加仓 |
| ETN | EATON CORP PLC SHS | $11.51万 | 0.04% | 270 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $11.52万 | 0.04% | 417 | 262 | 169.0% | $7.24万 | 加仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $11.53万 | 0.04% | 642 | 37 | 6.1% | $6,643 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $11.64万 | 0.04% | 414 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $12.36万 | 0.04% | 3,396 | -1,407 | -29.3% | -$5.12万 | 减仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $12.38万 | 0.04% | 2,054 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $12.43万 | 0.04% | 1,632 | -241 | -12.9% | -$1.84万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $12.46万 | 0.04% | 825 | 825 | — | $12.46万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $12.64万 | 0.04% | 361 | -232 | -39.1% | -$8.12万 | 减仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $12.68万 | 0.04% | 1,240 | 123 | 11.0% | $1.26万 | 加仓 |
| ONDS | ONDAS INC COM NEW | $12.79万 | 0.05% | 15,524 | 15,424 | 15,424.0% | $12.71万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $12.94万 | 0.05% | 434 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $13.04万 | 0.05% | 2,714 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $13.15万 | 0.05% | 467 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $13.18万 | 0.05% | 1,530 | -108 | -6.6% | -$9,304 | 减仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $13.19万 | 0.05% | 728 | -272 | -27.2% | -$4.93万 | 减仓 |
| GTLB | GITLAB INC CLASS A COM | $13.25万 | 0.05% | 4,341 | 3,074 | 242.6% | $9.38万 | 加仓 |
| AFL | AFLAC INC COM | $13.41万 | 0.05% | 1,144 | -652 | -36.3% | -$7.64万 | 减仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $14.40万 | 0.05% | 1,749 | -886 | -33.6% | -$7.29万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $14.45万 | 0.05% | 5,218 | 202 | 4.0% | $5,595 | 加仓 |