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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC COM | $56.61万 | 0.22% | 1,676 | -17 | -1.0% | -$5,742 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWERS ETF | $55.83万 | 0.22% | 15,551 | 98 | 0.6% | $3,518 | 加仓 |
| BA | BOEING CO COM | $53.80万 | 0.21% | 2,703 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP ADS | $53.65万 | 0.21% | 2,603 | 40 | 1.6% | $8,244 | 加仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $51.49万 | 0.20% | 4,978 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $51.15万 | 0.20% | 2,355 | -121 | -4.9% | -$2.63万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $50.95万 | 0.20% | 1,945 | 1 | 0.1% | $262 | 加仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $50.93万 | 0.20% | 10,316 | 38 | 0.4% | $1,876 | 加仓 |
| KO | COCA COLA CO COM | $49.07万 | 0.19% | 6,452 | 0 | 0.0% | — | 不变 |
| CGBL | CAPITAL GROUP CORE BALANCED ETF | $48.95万 | 0.19% | 14,226 | -213 | -1.5% | -$7,329 | 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 |
| TAXF | AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | $46.03万 | 0.18% | 9,197 | -187 | -2.0% | -$9,360 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $46.03万 | 0.18% | 4,647 | -23 | -0.5% | -$2,278 | 减仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $44.49万 | 0.18% | 4,455 | 4,396 | 7,450.8% | $43.90万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $42.87万 | 0.17% | 9,342 | 519 | 5.9% | $2.38万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $42.80万 | 0.17% | 13,951 | 2,560 | 22.5% | $7.85万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $42.60万 | 0.17% | 2,221 | -19 | -0.8% | -$3,644 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $41.95万 | 0.17% | 2,033 | 38 | 1.9% | $7,841 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $41.31万 | 0.16% | 1,058 | 138 | 15.0% | $5.39万 | 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 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $39.40万 | 0.16% | 1,531 | 175 | 12.9% | $4.50万 | 加仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $39.05万 | 0.15% | 8,128 | -224 | -2.7% | -$1.08万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $38.98万 | 0.15% | 4,755 | 427 | 9.9% | $3.50万 | 加仓 |
| CROX | CROCS INC COM | $38.85万 | 0.15% | 4,679 | -4 | -0.1% | -$332 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $38.13万 | 0.15% | 7,054 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $38.11万 | 0.15% | 12,783 | -46 | -0.4% | -$1,371 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $37.53万 | 0.15% | 1,956 | 4 | 0.2% | $768 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $37.44万 | 0.15% | 3,805 | -5 | -0.1% | -$492 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $37.15万 | 0.15% | 3,141 | -125 | -3.8% | -$1.48万 | 减仓 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $36.59万 | 0.15% | 2,523 | 267 | 11.8% | $3.87万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $36.11万 | 0.14% | 2,941 | -191 | -6.1% | -$2.35万 | 减仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $35.88万 | 0.14% | 5,775 | -5 | -0.1% | -$311 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $35.87万 | 0.14% | 7,966 | 209 | 2.7% | $9,411 | 加仓 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $34.29万 | 0.14% | 13,870 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $34.23万 | 0.14% | 1,877 | 1,776 | 1,758.4% | $32.39万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $34.13万 | 0.14% | 1,587 | 4 | 0.3% | $860 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $34.08万 | 0.14% | 4,738 | 181 | 4.0% | $1.30万 | 加仓 |
| DIS | DISNEY WALT CO COM | $33.58万 | 0.13% | 3,484 | -31 | -0.9% | -$2,988 | 减仓 |
| LLY | ELI LILLY & CO COM | $33.38万 | 0.13% | 363 | 21 | 6.1% | $1.93万 | 加仓 |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | $32.45万 | 0.13% | 11,953 | -691 | -5.5% | -$1.88万 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $32.27万 | 0.13% | 2,787 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $31.28万 | 0.12% | 1,509 | 104 | 7.4% | $2.16万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $30.86万 | 0.12% | 2,114 | 4 | 0.2% | $584 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $30.65万 | 0.12% | 6,714 | 31 | 0.5% | $1,415 | 加仓 |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | $30.04万 | 0.12% | 6,255 | 0 | 0.0% | — | 不变 |
| BILZ | PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $29.19万 | 0.12% | 2,891 | -340 | -10.5% | -$3.43万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $29.07万 | 0.12% | 1,577 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $28.90万 | 0.11% | 151 | 9 | 6.3% | $1.72万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $28.18万 | 0.11% | 163 | 39 | 31.5% | $6.74万 | 加仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $27.36万 | 0.11% | 4,794 | 90 | 1.9% | $5,136 | 加仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $27.02万 | 0.11% | 2,948 | 15 | 0.5% | $1,375 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $26.10万 | 0.10% | 522 | 2 | 0.4% | $1,000 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $26.06万 | 0.10% | 6,705 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $25.86万 | 0.10% | 926 | 315 | 51.6% | $8.80万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $25.54万 | 0.10% | 2,398 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $24.78万 | 0.10% | 2,450 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $24.70万 | 0.10% | 4,950 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $24.32万 | 0.10% | 8,389 | 35 | 0.4% | $1,015 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $24.22万 | 0.10% | 1,677 | -1 | -0.1% | -$144 | 减仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $23.38万 | 0.09% | 5,182 | 12 | 0.2% | $541 | 加仓 |
| SRE | SEMPRA COM | $23.13万 | 0.09% | 2,380 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $23.05万 | 0.09% | 7,445 | 3,026 | 68.5% | $9.37万 | 加仓 |
| — | PACER AMERICAN ENERGY INFRASTRUCTURE ETF | $22.85万 | 0.09% | 4,862 | 40 | 0.8% | $1,879 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $22.83万 | 0.09% | 5,363 | 1 | 0.0% | $43 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $22.16万 | 0.09% | 618 | 42 | 7.3% | $1.51万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $22.04万 | 0.09% | 1,333 | 4 | 0.3% | $661 | 加仓 |
| PSX | PHILLIPS 66 COM | $21.92万 | 0.09% | 1,203 | 9 | 0.8% | $1,640 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $21.87万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $21.27万 | 0.08% | 1,022 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC COM | $21.14万 | 0.08% | 935 | 3 | 0.3% | $678 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $20.91万 | 0.08% | 3,681 | -3 | -0.1% | -$170 | 减仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $20.85万 | 0.08% | 1,913 | 235 | 14.0% | $2.56万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $20.79万 | 0.08% | 3,237 | 441 | 15.8% | $2.83万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $20.66万 | 0.08% | 2,824 | -26 | -0.9% | -$1,902 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $20.45万 | 0.08% | 4,219 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL ESTATE ETF | $20.07万 | 0.08% | 2,262 | -21 | -0.9% | -$1,863 | 减仓 |
| RWJ | INVESCO S&P SMALLCAP 600 REVENUE ETF | $19.81万 | 0.08% | 3,925 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $19.71万 | 0.08% | 1,796 | 9 | 0.5% | $988 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $19.47万 | 0.08% | 2,018 | 3 | 0.1% | $289 | 加仓 |
| — | DIMENSIONAL U.S. SMALL CAP ETF | $18.74万 | 0.07% | 2,635 | 4 | 0.2% | $285 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $18.72万 | 0.07% | 310 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $18.68万 | 0.07% | 2,014 | -37 | -1.8% | -$3,431 | 减仓 |
| RTX | RTX CORPORATION COM | $17.79万 | 0.07% | 922 | 0 | 0.0% | — | 不变 |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | $17.25万 | 0.07% | 5,321 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $17.02万 | 0.07% | 1,880 | -50 | -2.6% | -$4,527 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $16.74万 | 0.07% | 593 | -112 | -15.9% | -$3.16万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $15.90万 | 0.06% | 4,803 | 2,707 | 129.2% | $8.96万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $15.44万 | 0.06% | 1,024 | 81 | 8.6% | $1.22万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $15.33万 | 0.06% | 1,233 | 2 | 0.2% | $249 | 加仓 |
| RBRK | RUBRIK INC. CL A | $15.03万 | 0.06% | 3,070 | 532 | 21.0% | $2.61万 | 加仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $14.46万 | 0.06% | 4,741 | 7 | 0.1% | $213 | 加仓 |
| LPLA | LPL FINL HLDGS INC COM | $14.05万 | 0.06% | 467 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $13.98万 | 0.06% | 4,799 | 13 | 0.3% | $379 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $13.72万 | 0.05% | 836 | 3 | 0.4% | $493 | 加仓 |
| MO | ALTRIA GROUP INC COM | $13.40万 | 0.05% | 2,031 | 14 | 0.7% | $924 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $13.12万 | 0.05% | 942 | 6 | 0.6% | $836 | 加仓 |
| CIFR | CIPHER DIGITAL INC COM | $13.05万 | 0.05% | 10,140 | 4,913 | 94.0% | $6.32万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $12.66万 | 0.05% | 1,590 | -142 | -8.2% | -$1.13万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $12.63万 | 0.05% | 4,200 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $12.62万 | 0.05% | 1,126 | 0 | 0.0% | — | 不变 |