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 |
|---|---|---|---|---|---|---|---|---|
| CLPT | CLEARPOINT NEURO INC COM | $4.84万 | 0.02% | 5,319 | 5,319 | — | $4.84万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $4.82万 | 0.02% | 108 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $4.81万 | 0.02% | 55 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $4.80万 | 0.02% | 1,872 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORP COM NEW | $4.67万 | 0.02% | 770 | -288 | -27.2% | -$1.75万 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $4.63万 | 0.02% | 1,260 | 12 | 1.0% | $441 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $4.53万 | 0.02% | 1,855 | 10 | 0.5% | $244 | 加仓 |
| TTE | TOTALENERGIES SE ACT | $4.46万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P MID-CAP 400 ETF | $4.45万 | 0.02% | 389 | 0 | 0.0% | — | 不变 |
| — | SCHWAB CRYPTO THEMATIC ETF | $4.44万 | 0.02% | 854 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $4.43万 | 0.02% | 185 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $4.37万 | 0.02% | 586 | 1 | 0.2% | $75 | 加仓 |
| SO | SOUTHERN CO COM | $4.28万 | 0.02% | 443 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $4.18万 | 0.02% | 206 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL COM | $4.05万 | 0.02% | 1,208 | 1 | 0.1% | $34 | 加仓 |
| — | MICROSECTORS GOLD MINERS 3X LEVERAGED ETN | $4.03万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $4.00万 | 0.02% | 2,072 | 1,690 | 442.4% | $3.26万 | 加仓 |
| UNP | UNION PAC CORP COM | $3.98万 | 0.02% | 164 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $3.97万 | 0.02% | 94 | 31 | 49.2% | $1.31万 | 加仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $3.95万 | 0.02% | 329 | -152 | -31.6% | -$1.82万 | 减仓 |
| EMN | EASTMAN CHEM CO COM | $3.93万 | 0.02% | 515 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $3.87万 | 0.02% | 408 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $3.85万 | 0.02% | 9 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $3.83万 | 0.02% | 412 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC COM NEW | $3.75万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC CL A | $3.69万 | 0.01% | 639 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $3.68万 | 0.01% | 85 | -16 | -15.8% | -$6,918 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $3.63万 | 0.01% | 1,447 | 661 | 84.1% | $1.66万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC COM | $3.60万 | 0.01% | 1,105 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV SHS | $3.57万 | 0.01% | 1,356 | 0 | 0.0% | — | 不变 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | $3.57万 | 0.01% | 1,054 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC COM | $3.55万 | 0.01% | 261 | 1 | 0.4% | $136 | 加仓 |
| IDXX | IDEXX LABS INC COM | $3.54万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $3.47万 | 0.01% | 614 | 2 | 0.3% | $113 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $3.46万 | 0.01% | 108 | 13 | 13.7% | $4,167 | 加仓 |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | $3.46万 | 0.01% | 659 | 1 | 0.2% | $52 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $3.45万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $3.45万 | 0.01% | 713 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $3.33万 | 0.01% | 205 | 31 | 17.8% | $5,037 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $3.33万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $3.32万 | 0.01% | 662 | 6 | 0.9% | $301 | 加仓 |
| B | BARRICK MNG CORP COM SHS | $3.26万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $3.22万 | 0.01% | 1,075 | 1,015 | 1,691.7% | $3.04万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $3.22万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| ASM | AVINO SILVER & GOLD MINES LTD COM | $3.16万 | 0.01% | 5,000 | -1,000 | -16.7% | -$6,320 | 减仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $3.16万 | 0.01% | 1,219 | 6 | 0.5% | $155 | 加仓 |
| MZTI | MARZETTI COMPANY COM | $3.15万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $3.15万 | 0.01% | 1,098 | 9 | 0.8% | $258 | 加仓 |
| OEF | ISHARES S&P 100 ETF | $3.15万 | 0.01% | 99 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3.12万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $3.08万 | 0.01% | 111 | 14 | 14.4% | $3,890 | 加仓 |
| BGRN | ISHARES TRUST ISHARES USD GREEN BOND ETF | $3.06万 | 0.01% | 645 | 5 | 0.8% | $237 | 加仓 |
| HACK | AMPLIFY CYBERSECURITY ETF | $3.00万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.97万 | 0.01% | 114 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $2.96万 | 0.01% | 504 | 412 | 447.8% | $2.42万 | 加仓 |
| RGLD | ROYAL GOLD INC COM | $2.96万 | 0.01% | 116 | 66 | 132.0% | $1.68万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TRUST | $2.90万 | 0.01% | 789 | 0 | 0.0% | — | 不变 |
| EQX | EQUINOX GOLD CORP COM | $2.89万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC CL A | $2.89万 | 0.01% | 639 | -67 | -9.5% | -$3,030 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $2.88万 | 0.01% | 348 | 1 | 0.3% | $83 | 加仓 |
| MXI | ISHARES GLOBAL MATERIALS ETF | $2.84万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $2.81万 | 0.01% | 852 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $2.77万 | 0.01% | 262 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVERS COM | $2.76万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC CLASS A COM | $2.74万 | 0.01% | 1,267 | 319 | 33.6% | $6,903 | 加仓 |
| HL | HECLA MINING COMPANY COM | $2.74万 | 0.01% | 1,471 | 1 | 0.1% | $19 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $2.70万 | 0.01% | 1,362 | -211 | -13.4% | -$4,190 | 减仓 |
| LOW | LOWES COS INC COM | $2.68万 | 0.01% | 113 | -100 | -46.9% | -$2.37万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $2.66万 | 0.01% | 123 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $2.66万 | 0.01% | 225 | -13 | -5.5% | -$1,537 | 减仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $2.65万 | 0.01% | 846 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $2.65万 | 0.01% | 147 | 13 | 9.7% | $2,341 | 加仓 |
| RSPH | INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $2.64万 | 0.01% | 873 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $2.63万 | 0.01% | 699 | 1 | 0.1% | $38 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $2.62万 | 0.01% | 159 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $2.61万 | 0.01% | 1,738 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $2.58万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| — | PROSHARES SHORT QQQ | $2.57万 | 0.01% | 797 | 0 | 0.0% | — | 不变 |
| AVSF | AVANTIS SHORT-TERM FIXED INCOME ETF | $2.53万 | 0.01% | 541 | 4 | 0.7% | $187 | 加仓 |
| AVIG | AVANTIS CORE FIXED INCOME ETF | $2.52万 | 0.01% | 607 | 4 | 0.7% | $166 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $2.49万 | 0.01% | 263 | 1 | 0.4% | $94 | 加仓 |
| PRU | PRUDENTIAL FINL INC COM | $2.47万 | 0.01% | 253 | 3 | 1.2% | $293 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $2.47万 | 0.01% | 130 | 26 | 25.0% | $4,933 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $2.45万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $2.44万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES CORE 40/60 MODERATE ALLOCATION ETF | $2.43万 | 0.01% | 513 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $2.42万 | 0.01% | 224 | -18 | -7.4% | -$1,946 | 减仓 |
| — | CION INVT CORP COM | $2.41万 | 0.01% | 3,529 | 3,529 | — | $2.41万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $2.41万 | 0.01% | 328 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $2.40万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2.39万 | 0.01% | 177 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2.38万 | 0.01% | 341 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $2.38万 | 0.01% | 151 | 1 | 0.7% | $157 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $2.35万 | 0.01% | 457 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $2.33万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $2.32万 | 0.01% | 1,928 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | $2.31万 | 0.01% | 950 | -119 | -11.1% | -$2,893 | 减仓 |
| KGC | KINROSS GOLD CORP COM | $2.29万 | 0.01% | 750 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.27万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| — | ALPS DISRUPTIVE TECHNOLOGIES ETF | $2.26万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |