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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD SHS | $0 | 0.00% | 0 | -127 | -100.0% | -$5.67万 | 清仓 |
| EWZ | ISHARES MSCI BRAZIL ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $0 | 0.00% | 0 | -370 | -100.0% | -$1.87万 | 清仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -105 | -100.0% | -$1.63万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $0 | 0.00% | 0 | -492 | -100.0% | -$1.58万 | 清仓 |
| AZN | ASTRAZENECA PLC SPONSORED ADR | $0 | 0.00% | 0 | -82 | -100.0% | -$1.52万 | 清仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $0 | 0.00% | 0 | -210 | -100.0% | -$1.39万 | 清仓 |
| FIW | FIRST TRUST WATER ETF | $0 | 0.00% | 0 | -111 | -100.0% | -$1.21万 | 清仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $0 | 0.00% | 0 | -306 | -100.0% | -$1.11万 | 清仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $0 | 0.00% | 0 | -72 | -100.0% | -$1.01万 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $0 | 0.00% | 0 | -547 | -100.0% | -$8,205 | 清仓 |
| DFNL | DAVIS SELECT FINANCIAL ETF | $0 | 0.00% | 0 | -165 | -100.0% | -$7,974 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $0 | 0.00% | 0 | -203 | -100.0% | -$6,703 | 清仓 |
| LTBR | LIGHTBRIDGE CORP COM | $0 | 0.00% | 0 | -500 | -100.0% | -$6,320 | 清仓 |
| CMBT | CMB.TECH NV SHS | $0 | 0.00% | 0 | -643 | -100.0% | -$6,205 | 清仓 |
| — | EVENTBRITE INC COM CL A | $0 | 0.00% | 0 | -1,050 | -100.0% | -$4,673 | 清仓 |
| TWLO | TWILIO INC CL A | $0 | 0.00% | 0 | -30 | -100.0% | -$4,267 | 清仓 |
| CHYM | CHIME FINL INC COM SHS CL A | $0 | 0.00% | 0 | -144 | -100.0% | -$3,624 | 清仓 |
| — | URANIUM RTY CORP COM | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3,540 | 清仓 |
| AZO | AUTOZONE INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$3,392 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INCOM COM | $0 | 0.00% | 0 | -228 | -100.0% | -$3,352 | 清仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$3,023 | 清仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$2,261 | 清仓 |
| SNA | SNAP ON INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$1,723 | 清仓 |
| JMBS | JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$1,599 | 清仓 |
| — | NUBURU INC COM NEW | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1,592 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $0 | 0.00% | 0 | -13 | -100.0% | -$1,281 | 清仓 |
| DOCS | DOXIMITY INC CL A | $0 | 0.00% | 0 | -27 | -100.0% | -$1,196 | 清仓 |
| DOCU | DOCUSIGN INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$1,094 | 清仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $0 | 0.00% | 0 | -6 | -100.0% | -$973 | 清仓 |
| L | LOEWS CORP COM | $0 | 0.00% | 0 | -8 | -100.0% | -$842 | 清仓 |
| MDB | MONGODB INC CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$839 | 清仓 |
| ELF | E L F BEAUTY INC COM | $0 | 0.00% | 0 | -11 | -100.0% | -$836 | 清仓 |
| NTES | NETEASE INC SPONSORED ADS | $0 | 0.00% | 0 | -6 | -100.0% | -$826 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $0 | 0.00% | 0 | -5 | -100.0% | -$784 | 清仓 |
| EFA | ISHARES MSCI EAFE ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$768 | 清仓 |
| — | FUBOTV INC CLASS A COM SHS | $0 | 0.00% | 0 | -300 | -100.0% | -$756 | 清仓 |
| RACE | FERRARI N V COM | $0 | 0.00% | 0 | -2 | -100.0% | -$739 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$720 | 清仓 |
| NTRA | NATERA INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$458 | 清仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $0 | 0.00% | 0 | -16 | -100.0% | -$418 | 清仓 |
| XPO | XPO INC COM | $0 | 0.00% | 0 | -3 | -100.0% | -$408 | 清仓 |
| — | HERON THERAPEUTICS INC COM | $0 | 0.00% | 0 | -250 | -100.0% | -$325 | 清仓 |
| BDX | BECTON DICKINSON & CO COM | $0 | 0.00% | 0 | -1 | -100.0% | -$194 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $0 | 0.00% | 0 | -2 | -100.0% | -$179 | 清仓 |
| VRP | INVESCO VARIABLE RATE PREFERRED ETF | $0 | 0.00% | 0 | -7 | -100.0% | -$170 | 清仓 |
| SMR | NUSCALE PWR CORP CL A COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PBR | PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR | $0 | 0.00% | 0 | -1 | -100.0% | -$12 | 清仓 |
| PBW | INVESCO WILDERHILL CLEAN ENERGY ETF | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ENLIGHTIFY INC COM NEW | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | WORKHORSE GROUP INC COM NEW | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $7 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $15 | 0.00% | 0 | 0 | — | -$16 | 清仓 |
| — | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $21 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | $66 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $80 | 0.00% | 2 | -453 | -99.6% | -$1.81万 | 减仓 |
| SCHP | SCHWAB US TIPS ETF | $80 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $85 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | VUZIX CORP COM NEW | $92 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC COM | $96 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $113 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TAO SYNERGIES INC COM | $114 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $123 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC COM | $200 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $202 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | VERU INC COM NEW | $221 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FUBO | FUBOTV INC COM NEW CL A | $237 | 0.00% | 25 | 25 | — | $237 | 新建仓 |
| ONON | ON HLDG AG NAMEN AKT A | $238 | 0.00% | 7 | -12 | -63.2% | -$408 | 减仓 |
| IVR | INVESCO MORTGAGE CAPITAL INC COM | $242 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP COM | $267 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $285 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | REGIS CORPORATION COM SHS | $296 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $303 | 0.00% | 2 | -74 | -97.4% | -$1.12万 | 减仓 |
| AA | ALCOA CORP COM | $347 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $351 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | NUBURU INC COMMON STOCK | $355 | 0.00% | 2,004 | 2,004 | — | $355 | 新建仓 |
| CRI | CARTERS INC COM | $398 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $475 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $499 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION COM | $500 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $504 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $541 | 0.00% | 5 | -279 | -98.2% | -$3.02万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $571 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $604 | 0.00% | 26 | 26 | — | $604 | 新建仓 |
| ARKF | ARK BLOCKCHAIN & FINTECH INNOVATION ETF | $608 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| ATOM | ATOMERA INC COM | $648 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $655 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED COM STK | $668 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO COM | $674 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC COM | $724 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| AVMV | AVANTIS U.S. MID CAP VALUE ETF | $746 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $787 | 0.00% | 60 | -20 | -25.0% | -$262 | 减仓 |
| ECL | ECOLAB INC COM | $798 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC CL A COM | $807 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $811 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $833 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $842 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $854 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $859 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $867 | 0.00% | 58 | 0 | 0.0% | — | 不变 |