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 |
|---|---|---|---|---|---|---|---|---|
| FAST | FASTENAL CO COM | $12.59万 | 0.05% | 2,714 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $12.41万 | 0.05% | 5,016 | 437 | 9.5% | $1.08万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $12.31万 | 0.05% | 14,035 | 100 | 0.7% | $877 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $12.17万 | 0.05% | 1,185 | 36 | 3.1% | $3,696 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $11.93万 | 0.05% | 273 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $11.82万 | 0.05% | 4,211 | -327 | -7.2% | -$9,182 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $11.79万 | 0.05% | 3,439 | 1,922 | 126.7% | $6.59万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $11.43万 | 0.05% | 2,172 | 42 | 2.0% | $2,211 | 加仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $11.34万 | 0.04% | 163 | -35 | -17.7% | -$2.44万 | 减仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $11.26万 | 0.04% | 2,054 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $11.11万 | 0.04% | 157 | -5 | -3.1% | -$3,537 | 减仓 |
| MINO | PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | $10.72万 | 0.04% | 2,374 | 2,374 | — | $10.72万 | 新建仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $10.65万 | 0.04% | 2,040 | 2,040 | — | $10.65万 | 新建仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $10.64万 | 0.04% | 605 | 49 | 8.8% | $8,620 | 加仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $10.56万 | 0.04% | 1,117 | 103 | 10.2% | $9,740 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $10.38万 | 0.04% | 116 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $10.29万 | 0.04% | 107 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $10.03万 | 0.04% | 414 | -105 | -20.2% | -$2.54万 | 减仓 |
| ACM | AECOM COM | $10.01万 | 0.04% | 1,180 | 4 | 0.3% | $339 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $9.96万 | 0.04% | 2,203 | -203 | -8.4% | -$9,181 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $9.84万 | 0.04% | 1,622 | 14 | 0.9% | $849 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $9.79万 | 0.04% | 641 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $9.76万 | 0.04% | 492 | -523 | -51.5% | -$10.38万 | 减仓 |
| ETN | EATON CORP PLC SHS | $9.66万 | 0.04% | 270 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $9.65万 | 0.04% | 1,045 | 8 | 0.8% | $739 | 加仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $9.55万 | 0.04% | 1,341 | 25 | 1.9% | $1,781 | 加仓 |
| PEP | PEPSICO INC COM | $9.39万 | 0.04% | 605 | -10 | -1.6% | -$1,552 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $9.24万 | 0.04% | 395 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $9.24万 | 0.04% | 440 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $9.18万 | 0.04% | 5,778 | 936 | 19.3% | $1.49万 | 加仓 |
| TLN | TALEN ENERGY CORP COM | $9.13万 | 0.04% | 286 | 125 | 77.6% | $3.99万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $9.13万 | 0.04% | 198 | 20 | 11.2% | $9,220 | 加仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $8.97万 | 0.04% | 1,082 | 259 | 31.5% | $2.15万 | 加仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $8.95万 | 0.04% | 1,936 | 64 | 3.4% | $2,959 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $8.89万 | 0.04% | 1,771 | 2 | 0.1% | $100 | 加仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $8.72万 | 0.03% | 1,873 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $8.59万 | 0.03% | 1,456 | -616 | -29.7% | -$3.64万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $8.57万 | 0.03% | 1,891 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $8.56万 | 0.03% | 3,116 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $8.48万 | 0.03% | 774 | -152 | -16.4% | -$1.67万 | 减仓 |
| EQAL | INVESCO RUSSELL 1000 EQUAL WEIGHT ETF | $8.47万 | 0.03% | 1,538 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $8.46万 | 0.03% | 766 | 348 | 83.3% | $3.84万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $8.43万 | 0.03% | 434 | -143 | -24.8% | -$2.78万 | 减仓 |
| KLAC | KLA CORP COM NEW | $8.25万 | 0.03% | 56 | -4 | -6.7% | -$5,890 | 减仓 |
| KKR | KKR & CO INC COM | $8.17万 | 0.03% | 884 | 233 | 35.8% | $2.15万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $8.10万 | 0.03% | 904 | -14 | -1.5% | -$1,255 | 减仓 |
| GE | GE AEROSPACE COM NEW | $8.10万 | 0.03% | 285 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $7.92万 | 0.03% | 364 | 45 | 14.1% | $9,787 | 加仓 |
| WMB | WILLIAMS COS INC COM | $7.79万 | 0.03% | 1,070 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $7.78万 | 0.03% | 114 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $7.61万 | 0.03% | 514 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $7.29万 | 0.03% | 420 | 14 | 3.4% | $2,428 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $7.22万 | 0.03% | 94 | 2 | 2.2% | $1,537 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $7.22万 | 0.03% | 911 | 1 | 0.1% | $79 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $7.20万 | 0.03% | 2,376 | -369 | -13.4% | -$1.12万 | 减仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $7.16万 | 0.03% | 655 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $7.04万 | 0.03% | 441 | -3 | -0.7% | -$479 | 减仓 |
| DLN | WISDOMTREE U.S. LARGECAP DIVIDEND FUND | $6.90万 | 0.03% | 772 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $6.86万 | 0.03% | 977 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYS COM | $6.80万 | 0.03% | 1,834 | 1,834 | — | $6.80万 | 新建仓 |
| BE | BLOOM ENERGY CORP COM CL A | $6.77万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC COM NEW | $6.74万 | 0.03% | 237 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $6.66万 | 0.03% | 1,261 | 292 | 30.1% | $1.54万 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $6.64万 | 0.03% | 2,283 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $6.57万 | 0.03% | 89 | -5 | -5.3% | -$3,692 | 减仓 |
| NOW | SERVICENOW INC COM | $6.51万 | 0.03% | 623 | 453 | 266.5% | $4.74万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $6.51万 | 0.03% | 198 | 11 | 5.9% | $3,614 | 加仓 |
| DE | DEERE & CO COM | $6.48万 | 0.03% | 115 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $6.43万 | 0.03% | 2,232 | 153 | 7.4% | $4,411 | 加仓 |
| USB | US BANCORP COM NEW | $6.24万 | 0.02% | 1,200 | 8 | 0.7% | $416 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $6.15万 | 0.02% | 166 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $6.09万 | 0.02% | 660 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $5.90万 | 0.02% | 1,172 | -681 | -36.8% | -$3.43万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $5.89万 | 0.02% | 311 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $5.79万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY ENHANCED LARGE CAP VALUE ETF | $5.79万 | 0.02% | 1,658 | 969 | 140.6% | $3.38万 | 加仓 |
| MPC | MARATHON PETE CORP COM | $5.72万 | 0.02% | 234 | 1 | 0.4% | $244 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $5.62万 | 0.02% | 66 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $5.61万 | 0.02% | 309 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $5.61万 | 0.02% | 494 | 2 | 0.4% | $227 | 加仓 |
| CB | CHUBB LTD SWITZ COM | $5.60万 | 0.02% | 172 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP COM | $5.53万 | 0.02% | 375 | 1 | 0.3% | $147 | 加仓 |
| — | INVESCO S&P SMALLCAP LOW VOLATILITY ETF | $5.49万 | 0.02% | 1,164 | -20 | -1.7% | -$944 | 减仓 |
| AVAV | AEROVIRONMENT INC COM | $5.44万 | 0.02% | 297 | 94 | 46.3% | $1.72万 | 加仓 |
| SLV | ISHARES SILVER TRUST | $5.41万 | 0.02% | 794 | -898 | -53.1% | -$6.12万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $5.36万 | 0.02% | 584 | -645 | -52.5% | -$5.92万 | 减仓 |
| APH | AMPHENOL CORP CL A | $5.33万 | 0.02% | 422 | -25 | -5.6% | -$3,159 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $5.32万 | 0.02% | 243 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $5.26万 | 0.02% | 259 | -22 | -7.8% | -$4,470 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $5.26万 | 0.02% | 229 | -14 | -5.8% | -$3,217 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $5.24万 | 0.02% | 723 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $5.16万 | 0.02% | 1,964 | 14 | 0.7% | $368 | 加仓 |
| OSS | ONE STOP SYS INC COM | $5.15万 | 0.02% | 6,803 | 6,803 | — | $5.15万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $5.13万 | 0.02% | 10,346 | 4,438 | 75.1% | $2.20万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $4.95万 | 0.02% | 309 | 279 | 930.0% | $4.47万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $4.93万 | 0.02% | 111 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $4.92万 | 0.02% | 577 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $4.91万 | 0.02% | 180 | -1 | -0.6% | -$273 | 减仓 |
| JVAL | JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND | $4.90万 | 0.02% | 1,003 | -1,020 | -50.4% | -$4.98万 | 减仓 |
| NFLX | NETFLIX INC. COM | $4.89万 | 0.02% | 509 | 0 | 0.0% | — | 不变 |