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 |
|---|---|---|---|---|---|---|---|---|
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $4,174 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $4,150 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $4,142 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $4,096 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $4,089 | 0.00% | 59 | 39 | 195.0% | $2,703 | 加仓 |
| JBGS | JBG SMITH PPTYS COM | $4,047 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $4,022 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $4,003 | 0.00% | 255 | 5 | 2.0% | $78 | 加仓 |
| FTNT | FORTINET INC COM | $3,923 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP COM SHS | $3,890 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3,880 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $3,840 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $3,838 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $3,828 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $3,820 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $3,777 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $3,752 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $3,705 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $3,677 | 0.00% | 421 | 11 | 2.7% | $96 | 加仓 |
| — | DIREXION DAILY S&P OIL & GAS EXP. & PROD. BULL 2X ETF | $3,538 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP COM | $3,530 | 0.00% | 1,000 | 1,000 | — | $3,530 | 新建仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $3,512 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $3,490 | 0.00% | 8 | -1 | -11.1% | -$436 | 减仓 |
| NTAP | NETAPP INC COM | $3,481 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $3,477 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $3,442 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC COM | $3,420 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES MSCI UNITED KINGDOM ETF | $3,417 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $3,370 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $3,320 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $3,314 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $3,271 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC COM | $3,184 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP COM | $3,181 | 0.00% | 278 | 7 | 2.6% | $80 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $3,143 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | ATAIBECKLEY INC COM SHS | $3,098 | 0.00% | 875 | 875 | — | $3,098 | 新建仓 |
| SAP | SAP SE SPON ADR | $3,082 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $3,069 | 0.00% | 191 | 191 | — | $3,069 | 新建仓 |
| FMC | FMC CORP COM NEW | $2,996 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $2,988 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $2,978 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC SPONS ADR | $2,935 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $2,933 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC COM | $2,905 | 0.00% | 70 | 1 | 1.4% | $42 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $2,893 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| PTMC | PACER TRENDPILOT US MID CAP ETF | $2,889 | 0.00% | 79 | -56 | -41.5% | -$2,048 | 减仓 |
| HEI | HEICO CORP NEW COM | $2,742 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP COM | $2,692 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $2,680 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SID | COMPANHIA SIDERURGICA NACIONAL SPONSORED ADR | $2,598 | 0.00% | 2,095 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $2,552 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $2,545 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| GOVI | INVESCO EQUAL WEIGHT 0-30 YEAR TREASURY ETF | $2,510 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $2,460 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES MBS ETF | $2,374 | 0.00% | 25 | -21 | -45.7% | -$1,994 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $2,361 | 0.00% | 95 | 2 | 2.2% | $50 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $2,218 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $2,211 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $2,166 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $2,156 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $2,144 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF | $2,063 | 0.00% | 36 | 36 | — | $2,063 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $2,055 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $2,051 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $2,033 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $2,029 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $2,008 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $2,003 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | CANARY XRP ETF | $2,002 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $1,997 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $1,989 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC COM | $1,969 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $1,964 | 0.00% | 12 | 12 | — | $1,964 | 新建仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $1,960 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC COM | $1,957 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC COM | $1,952 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | THEMES URANIUM & NUCLEAR ETF | $1,911 | 0.00% | 44 | 44 | — | $1,911 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $1,879 | 0.00% | 118 | 118 | — | $1,879 | 新建仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $1,874 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1,865 | 0.00% | 14 | -73 | -83.9% | -$9,725 | 减仓 |
| CNI | CANADIAN NATL RY CO COM | $1,850 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $1,794 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC COM | $1,776 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $1,718 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION COM SHS | $1,700 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $1,696 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC COM CL A | $1,683 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1,656 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $1,654 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $1,641 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1,594 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $1,571 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $1,556 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $1,502 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $1,494 | 0.00% | 20 | -1 | -4.8% | -$75 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1,418 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| WGO | WINNEBAGO INDS INC COM | $1,400 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $1,395 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $1,387 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $1,376 | 0.00% | 10 | 0 | 0.0% | — | 不变 |