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 |
|---|---|---|---|---|---|---|---|---|
| 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 |