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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO COM | $268.85万 | 1.07% | 8,888 | -308 | -3.3% | -$9.32万 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $270.07万 | 1.07% | 54,068 | 2,656 | 5.2% | $13.27万 | 加仓 |
| CSCO | CISCO SYS INC COM | $273.87万 | 1.09% | 35,298 | 177 | 0.5% | $1.37万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $273.98万 | 1.09% | 70,323 | 201 | 0.3% | $7,831 | 加仓 |
| AMZN | AMAZON COM INC COM | $278.33万 | 1.10% | 13,364 | 200 | 1.5% | $4.17万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $284.29万 | 1.13% | 5,933 | -102 | -1.7% | -$4.89万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $284.86万 | 1.13% | 84,129 | 127 | 0.2% | $4,300 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $287.41万 | 1.14% | 15,408 | 11 | 0.1% | $2,052 | 加仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $298.38万 | 1.18% | 109,576 | 9,698 | 9.7% | $26.41万 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $309.05万 | 1.22% | 116,492 | -978 | -0.8% | -$2.59万 | 减仓 |
| APA | APA CORPORATION COM | $319.50万 | 1.27% | 75,283 | -280 | -0.4% | -$1.19万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $340.22万 | 1.35% | 10,605 | -31 | -0.3% | -$9,945 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $352.00万 | 1.39% | 44,892 | 2,058 | 4.8% | $16.14万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $354.58万 | 1.41% | 50,004 | 2,042 | 4.3% | $14.48万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $380.48万 | 1.51% | 59,376 | 1,787 | 3.1% | $11.45万 | 加仓 |
| MRK | MERCK & CO INC COM | $390.97万 | 1.55% | 32,502 | 340 | 1.1% | $4.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $417.50万 | 1.65% | 14,193 | -68 | -0.5% | -$2.00万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $418.16万 | 1.66% | 141,796 | 18,682 | 15.2% | $55.09万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $432.45万 | 1.71% | 22,041 | -164 | -0.7% | -$3.22万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $432.73万 | 1.71% | 69,171 | 2,853 | 4.3% | $17.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $442.02万 | 1.75% | 25,345 | -14 | -0.1% | -$2,442 | 减仓 |
| AMGN | AMGEN INC COM | $473.19万 | 1.88% | 13,449 | 56 | 0.4% | $1.97万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $492.75万 | 1.95% | 13,311 | 614 | 4.8% | $22.73万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $556.36万 | 2.20% | 130,786 | 8,683 | 7.1% | $36.94万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $557.95万 | 2.21% | 19,450 | -26 | -0.1% | -$7,458 | 减仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $663.51万 | 2.63% | 257,275 | 22,099 | 9.4% | $56.99万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $703.47万 | 2.79% | 138,998 | 1,799 | 1.3% | $9.10万 | 加仓 |
| AAPL | APPLE INC COM | $789.33万 | 3.13% | 31,102 | -26 | -0.1% | -$6,598 | 减仓 |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $823.18万 | 3.26% | 368,478 | 60,101 | 19.5% | $134.27万 | 加仓 |