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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC COM | $14.69万 | 0.05% | 2,042 | 11 | 0.5% | $791 | 加仓 |
| BE | BLOOM ENERGY CORP COM CL A | $15.13万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $15.68万 | 0.06% | 308 | -2 | -0.6% | -$1,018 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $15.75万 | 0.06% | 579 | 454 | 363.2% | $12.35万 | 加仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $16.24万 | 0.06% | 4,800 | 1 | 0.0% | $34 | 加仓 |
| RTX | RTX CORPORATION COM | $16.32万 | 0.06% | 860 | -62 | -6.7% | -$1.18万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $16.53万 | 0.06% | 4,747 | 6 | 0.1% | $209 | 加仓 |
| CAT | CATERPILLAR INC COM | $16.69万 | 0.06% | 157 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $16.90万 | 0.06% | 560 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $16.98万 | 0.06% | 8,204 | -185 | -2.2% | -$3,830 | 减仓 |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | $17.10万 | 0.06% | 5,321 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC COM CL A | $17.17万 | 0.06% | 1,932 | 850 | 78.6% | $7.55万 | 加仓 |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | $17.36万 | 0.06% | 3,415 | -5,782 | -62.9% | -$29.39万 | 减仓 |
| ALAB | ASTERA LABS INC COM | $17.97万 | 0.06% | 372 | -402 | -51.9% | -$19.42万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $18.19万 | 0.06% | 1,126 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $18.34万 | 0.06% | 1,236 | 3 | 0.2% | $445 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $18.57万 | 0.07% | 1,925 | -89 | -4.4% | -$8,585 | 减仓 |
| PSX | PHILLIPS 66 COM | $18.72万 | 0.07% | 1,107 | -96 | -8.0% | -$1.62万 | 减仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $18.80万 | 0.07% | 1,799 | -81 | -4.3% | -$8,463 | 减仓 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $18.95万 | 0.07% | 4,165 | -697 | -14.3% | -$3.17万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $18.98万 | 0.07% | 1,588 | 284 | 21.8% | $3.39万 | 加仓 |
| IONQ | IONQ INC COM | $19.39万 | 0.07% | 3,641 | 1,409 | 63.1% | $7.50万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $19.42万 | 0.07% | 10,831 | 5,053 | 87.5% | $9.06万 | 加仓 |
| CLPT | CLEARPOINT NEURO INC COM | $19.80万 | 0.07% | 11,098 | 5,779 | 108.6% | $10.31万 | 加仓 |
| AXON | AXON ENTERPRISE INC COM | $19.99万 | 0.07% | 357 | 263 | 279.8% | $14.72万 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $20.05万 | 0.07% | 4,384 | 945 | 27.5% | $4.32万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $20.82万 | 0.07% | 2,780 | -44 | -1.6% | -$3,296 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $20.83万 | 0.07% | 2,160 | -102 | -4.5% | -$9,836 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $21.91万 | 0.08% | 1,996 | -22 | -1.1% | -$2,415 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $21.97万 | 0.08% | 5,303 | -60 | -1.1% | -$2,486 | 减仓 |
| SRE | SEMPRA COM | $22.07万 | 0.08% | 2,380 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $22.45万 | 0.08% | 2,224 | -667 | -23.1% | -$6.73万 | 减仓 |
| AEHR | AEHR TEST SYS COM | $23.08万 | 0.08% | 2,403 | 569 | 31.0% | $5.47万 | 加仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $23.35万 | 0.08% | 3,925 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $23.47万 | 0.08% | 3,252 | -1,486 | -31.4% | -$10.72万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $23.82万 | 0.08% | 1,316 | -17 | -1.3% | -$3,076 | 减仓 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $24.82万 | 0.09% | 2,450 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $24.90万 | 0.09% | 1,698 | 21 | 1.3% | $3,079 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $24.96万 | 0.09% | 2,128 | 215 | 11.2% | $2.52万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $25.04万 | 0.09% | 4,950 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $25.28万 | 0.09% | 3,695 | 14 | 0.4% | $958 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $25.28万 | 0.09% | 4,891 | -291 | -5.6% | -$1.50万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $25.53万 | 0.09% | 2,398 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $26.27万 | 0.09% | 512 | -10 | -1.9% | -$5,132 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $27.24万 | 0.10% | 2,973 | 25 | 0.8% | $2,291 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $27.53万 | 0.10% | 4,887 | 93 | 1.9% | $5,239 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $28.03万 | 0.10% | 1,650 | -1,291 | -43.9% | -$21.93万 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $28.49万 | 0.10% | 997 | -25 | -2.4% | -$7,143 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $29.43万 | 0.10% | 1,735 | -1,406 | -44.8% | -$23.85万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $29.74万 | 0.11% | 6,705 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $29.85万 | 0.11% | 16,657 | 2,622 | 18.7% | $4.70万 | 加仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $30.23万 | 0.11% | 11,004 | -949 | -7.9% | -$2.61万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $30.83万 | 0.11% | 1,449 | -507 | -25.9% | -$10.79万 | 减仓 |
| MKL | MARKEL GROUP INC COM | $30.86万 | 0.11% | 158 | 7 | 4.6% | $1.37万 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $31.14万 | 0.11% | 1,576 | -1 | -0.1% | -$198 | 减仓 |
| RBRK | RUBRIK INC. CL A | $31.17万 | 0.11% | 3,883 | 813 | 26.5% | $6.53万 | 加仓 |
| CIFR | CIPHER DIGITAL INC COM | $31.41万 | 0.11% | 12,821 | 2,681 | 26.4% | $6.57万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $32.25万 | 0.11% | 2,119 | 5 | 0.2% | $761 | 加仓 |
| WEC | WEC ENERGY GROUP INC COM | $32.54万 | 0.11% | 2,787 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $33.00万 | 0.12% | 6,188 | -67 | -1.1% | -$3,573 | 减仓 |
| DIS | DISNEY WALT CO COM | $33.50万 | 0.12% | 3,480 | -4 | -0.1% | -$385 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $33.83万 | 0.12% | 6,714 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP COM | $33.92万 | 0.12% | 455 | 400 | 727.3% | $29.82万 | 加仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $34.20万 | 0.12% | 13,870 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $34.71万 | 0.12% | 3,368 | -1,087 | -24.4% | -$11.20万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $35.02万 | 0.12% | 812 | -24 | -2.9% | -$1.03万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $35.50万 | 0.13% | 7,330 | -798 | -9.8% | -$3.86万 | 减仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $35.51万 | 0.13% | 5,656 | -119 | -2.1% | -$7,471 | 减仓 |
| OSS | ONE STOP SYS INC COM | $35.70万 | 0.13% | 19,637 | 12,834 | 188.7% | $23.33万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $35.99万 | 0.13% | 1,521 | -66 | -4.2% | -$1.56万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $36.58万 | 0.13% | 1,473 | 547 | 59.1% | $13.59万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $39.49万 | 0.14% | 1,610 | -423 | -20.8% | -$10.38万 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $40.04万 | 0.14% | 3,939 | 702 | 21.7% | $7.14万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $40.10万 | 0.14% | 3,730 | -75 | -2.0% | -$8,063 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $41.58万 | 0.15% | 1,784 | -93 | -5.0% | -$2.17万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $42.11万 | 0.15% | 7,054 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $42.12万 | 0.15% | 12,835 | 52 | 0.4% | $1,707 | 加仓 |
| ALL | ALLSTATE CORP COM | $42.47万 | 0.15% | 1,785 | 276 | 18.3% | $6.57万 | 加仓 |
| LLY | ELI LILLY & CO COM | $42.50万 | 0.15% | 354 | -9 | -2.5% | -$1.08万 | 减仓 |
| TM | TOYOTA MOTOR CORP ADS | $44.80万 | 0.16% | 2,660 | 57 | 2.2% | $9,600 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $45.19万 | 0.16% | 5,440 | 685 | 14.4% | $5.69万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $46.54万 | 0.16% | 14,677 | 726 | 5.2% | $2.30万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $46.74万 | 0.17% | 2,130 | -91 | -4.1% | -$2.00万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $46.88万 | 0.17% | 10,340 | 998 | 10.7% | $4.53万 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $46.91万 | 0.17% | 4,592 | -386 | -7.8% | -$3.94万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $47.87万 | 0.17% | 282 | 119 | 73.0% | $20.20万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $48.06万 | 0.17% | 3,029 | 295 | 10.8% | $4.68万 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $50.06万 | 0.18% | 1,110 | -90 | -7.5% | -$4.06万 | 减仓 |
| KO | COCA COLA CO COM | $50.91万 | 0.18% | 6,264 | -188 | -2.9% | -$1.53万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $51.75万 | 0.18% | 753 | -249 | -24.9% | -$17.11万 | 减仓 |
| FDX | FEDEX CORP COM | $52.10万 | 0.18% | 1,664 | 5 | 0.3% | $1,566 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $52.19万 | 0.18% | 13,915 | -1,636 | -10.5% | -$6.14万 | 减仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $53.36万 | 0.19% | 3,136 | 613 | 24.3% | $10.43万 | 加仓 |
| ZTS | ZOETIS INC CL A | $53.64万 | 0.19% | 7,465 | 7,240 | 3,217.8% | $52.03万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $53.70万 | 0.19% | 14,146 | -80 | -0.6% | -$3,037 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $54.92万 | 0.19% | 10,245 | -71 | -0.7% | -$3,806 | 减仓 |
| MCK | MCKESSON CORP COM | $55.28万 | 0.20% | 732 | -61 | -7.7% | -$4.61万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $57.23万 | 0.20% | 2,355 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $57.80万 | 0.20% | 1,887 | 356 | 23.3% | $10.90万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $58.01万 | 0.20% | 15,771 | -3,718 | -19.1% | -$13.67万 | 减仓 |