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 |
|---|---|---|---|---|---|---|---|---|
| NVT | NVENT ELEC PLC SHS | $37.15万 | 0.15% | 3,141 | -125 | -3.8% | -$1.48万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $37.44万 | 0.15% | 3,805 | -5 | -0.1% | -$492 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $37.53万 | 0.15% | 1,956 | 4 | 0.2% | $768 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $38.11万 | 0.15% | 12,783 | -46 | -0.4% | -$1,371 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $38.13万 | 0.15% | 7,054 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC COM | $38.85万 | 0.15% | 4,679 | -4 | -0.1% | -$332 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $38.98万 | 0.15% | 4,755 | 427 | 9.9% | $3.50万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $39.05万 | 0.15% | 8,128 | -224 | -2.7% | -$1.08万 | 减仓 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $39.40万 | 0.16% | 1,531 | 175 | 12.9% | $4.50万 | 加仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $40.09万 | 0.16% | 2,734 | 151 | 5.8% | $2.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $41.31万 | 0.16% | 1,058 | 138 | 15.0% | $5.39万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $41.95万 | 0.17% | 2,033 | 38 | 1.9% | $7,841 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $42.60万 | 0.17% | 2,221 | -19 | -0.8% | -$3,644 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $42.80万 | 0.17% | 13,951 | 2,560 | 22.5% | $7.85万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $42.87万 | 0.17% | 9,342 | 519 | 5.9% | $2.38万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $44.49万 | 0.18% | 4,455 | 4,396 | 7,450.8% | $43.90万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $46.03万 | 0.18% | 4,647 | -23 | -0.5% | -$2,278 | 减仓 |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | $46.03万 | 0.18% | 9,197 | -187 | -2.0% | -$9,360 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $47.05万 | 0.19% | 3,540 | -85 | -2.3% | -$1.13万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $48.95万 | 0.19% | 14,226 | -213 | -1.5% | -$7,329 | 减仓 |
| KO | COCA COLA CO COM | $49.07万 | 0.19% | 6,452 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $50.93万 | 0.20% | 10,316 | 38 | 0.4% | $1,876 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $50.95万 | 0.20% | 1,945 | 1 | 0.1% | $262 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $51.15万 | 0.20% | 2,355 | -121 | -4.9% | -$2.63万 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $51.49万 | 0.20% | 4,978 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $53.65万 | 0.21% | 2,603 | 40 | 1.6% | $8,244 | 加仓 |
| BA | BOEING CO COM | $53.80万 | 0.21% | 2,703 | 0 | 0.0% | — | 不变 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $55.83万 | 0.22% | 15,551 | 98 | 0.6% | $3,518 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $56.61万 | 0.22% | 1,676 | -17 | -1.0% | -$5,742 | 减仓 |
| MTB | M & T BK CORP COM | $58.49万 | 0.23% | 2,829 | -11 | -0.4% | -$2,274 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $58.72万 | 0.23% | 1,017 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $59.10万 | 0.23% | 1,659 | 5 | 0.3% | $1,781 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $59.16万 | 0.23% | 6,897 | 610 | 9.7% | $5.23万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $59.36万 | 0.24% | 909 | 22 | 2.5% | $1.44万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $59.89万 | 0.24% | 1,002 | 3 | 0.3% | $1,793 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $60.02万 | 0.24% | 2,090 | 5 | 0.2% | $1,436 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $60.38万 | 0.24% | 457 | 15 | 3.4% | $1.98万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $60.78万 | 0.24% | 935 | -118 | -11.2% | -$7.67万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $61.66万 | 0.24% | 1,456 | 100 | 7.4% | $4.23万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $62.13万 | 0.25% | 3,054 | 706 | 30.1% | $14.36万 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $62.73万 | 0.25% | 1,200 | 3 | 0.3% | $1,568 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $63.57万 | 0.25% | 4,360 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $63.60万 | 0.25% | 14,412 | -208 | -1.4% | -$9,179 | 减仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $65.46万 | 0.26% | 13,838 | 134 | 1.0% | $6,338 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $65.91万 | 0.26% | 19,489 | 10,363 | 113.6% | $35.05万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $66.78万 | 0.26% | 8,982 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $68.59万 | 0.27% | 793 | -6 | -0.8% | -$5,190 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $70.82万 | 0.28% | 2,617 | -150 | -5.4% | -$4.06万 | 减仓 |
| MCD | MCDONALDS CORP COM | $76.19万 | 0.30% | 2,451 | 45 | 1.9% | $1.40万 | 加仓 |
| ORCL | ORACLE CORP COM | $76.66万 | 0.30% | 5,211 | 12 | 0.2% | $1,765 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $76.73万 | 0.30% | 12,525 | 693 | 5.9% | $4.25万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $76.98万 | 0.31% | 10,865 | 767 | 7.6% | $5.43万 | 加仓 |
| WMT | WALMART INC COM | $80.22万 | 0.32% | 6,455 | -3 | -0.0% | -$373 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $80.26万 | 0.32% | 7,980 | -370 | -4.4% | -$3.72万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $83.06万 | 0.33% | 18,594 | 159 | 0.9% | $7,102 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $83.56万 | 0.33% | 3,911 | -111 | -2.8% | -$2.37万 | 减仓 |
| TSLA | TESLA INC COM | $87.06万 | 0.35% | 2,342 | 95 | 4.2% | $3.53万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $88.34万 | 0.35% | 11,996 | -233 | -1.9% | -$1.72万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $91.73万 | 0.36% | 26,178 | 1,184 | 4.7% | $4.15万 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $96.46万 | 0.38% | 16,050 | 832 | 5.5% | $5.00万 | 加仓 |
| AVGO | BROADCOM INC COM | $98.80万 | 0.39% | 3,192 | 1,255 | 64.8% | $38.84万 | 加仓 |
| PCAR | PACCAR INC COM | $102.48万 | 0.41% | 8,873 | -4,289 | -32.6% | -$49.54万 | 减仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $104.73万 | 0.42% | 31,385 | 6,167 | 24.5% | $20.58万 | 加仓 |
| FITB | FIFTH THIRD BANCORP COM | $105.98万 | 0.42% | 22,812 | 1,661 | 7.9% | $7.72万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $110.72万 | 0.44% | 7,569 | -343 | -4.3% | -$5.02万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $110.79万 | 0.44% | 27,567 | 982 | 3.7% | $3.95万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $111.18万 | 0.44% | 11,830 | 39 | 0.3% | $3,665 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $111.35万 | 0.44% | 35,271 | 14,596 | 70.6% | $46.08万 | 加仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $117.76万 | 0.47% | 26,245 | 1,285 | 5.1% | $5.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $125.36万 | 0.50% | 3,710 | -40 | -1.1% | -$1.35万 | 减仓 |
| GLD | SPDR GOLD SHARES | $132.27万 | 0.52% | 3,074 | -240 | -7.2% | -$10.33万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $140.07万 | 0.56% | 53,463 | 4,816 | 9.9% | $12.62万 | 加仓 |
| HD | HOME DEPOT INC COM | $141.05万 | 0.56% | 4,289 | 1 | 0.0% | $329 | 加仓 |
| — | EXXON MOBIL CORP COM | $142.15万 | 0.56% | 8,379 | 33 | 0.4% | $5,599 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $144.88万 | 0.57% | 4,848 | 14 | 0.3% | $4,184 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $146.20万 | 0.58% | 5,981 | -3 | -0.1% | -$733 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $147.53万 | 0.58% | 1,481 | -6 | -0.4% | -$5,977 | 减仓 |
| LEN | LENNAR CORP CL A | $150.63万 | 0.60% | 17,346 | -136 | -0.8% | -$1.18万 | 减仓 |
| TGT | TARGET CORP COM | $158.07万 | 0.63% | 13,042 | 194 | 1.5% | $2.35万 | 加仓 |
| BX | BLACKSTONE INC COM | $159.82万 | 0.63% | 13,899 | 371 | 2.7% | $4.27万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $162.23万 | 0.64% | 8,202 | 296 | 3.7% | $5.85万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $163.41万 | 0.65% | 6,809 | 345 | 5.3% | $8.28万 | 加仓 |
| V | VISA INC COM CL A | $166.86万 | 0.66% | 5,521 | -7 | -0.1% | -$2,116 | 减仓 |
| NVR | NVR INC COM | $169.36万 | 0.67% | 257 | -4 | -1.5% | -$2.64万 | 减仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $170.61万 | 0.68% | 22,442 | 664 | 3.0% | $5.05万 | 加仓 |
| EBAY | EBAY INC. COM | $173.53万 | 0.69% | 19,065 | -224 | -1.2% | -$2.04万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $175.34万 | 0.69% | 50,748 | 1,497 | 3.0% | $5.17万 | 加仓 |
| QCOM | QUALCOMM INC COM | $175.81万 | 0.70% | 13,652 | -174 | -1.3% | -$2.24万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $184.49万 | 0.73% | 13,976 | 295 | 2.2% | $3.89万 | 加仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $188.58万 | 0.75% | 30,197 | 4,896 | 19.4% | $30.58万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $195.86万 | 0.78% | 40,177 | -2,106 | -5.0% | -$10.27万 | 减仓 |
| META | META PLATFORMS INC CL A | $203.24万 | 0.81% | 3,552 | -19 | -0.5% | -$1.09万 | 减仓 |
| DHI | D R HORTON INC COM | $203.50万 | 0.81% | 14,830 | -135 | -0.9% | -$1.85万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $227.85万 | 0.90% | 11,012 | 59 | 0.5% | $1.22万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $228.01万 | 0.90% | 35,079 | -650 | -1.8% | -$4.22万 | 减仓 |
| MAC | MACERICH CO COM | $232.81万 | 0.92% | 123,181 | -606 | -0.5% | -$1.15万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $237.91万 | 0.94% | 8,274 | -195 | -2.3% | -$5.61万 | 减仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $239.26万 | 0.95% | 91,110 | 495 | 0.5% | $1.30万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $243.98万 | 0.97% | 46,227 | 1,063 | 2.4% | $5.61万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $245.17万 | 0.97% | 63,813 | 3,026 | 5.0% | $11.63万 | 加仓 |