Lodestone Wealth Management LLC
SPOKANE WA · SEC CIK 0001950158
$2.83亿2026Q2 申报市值
779持仓数
24.3%前十大占比 · 第一大 4.1%
21 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CGCP 加仓+$346.51万
CGSD 加仓+$185.23万
XOM 新建仓+$113.22万
CGMS 加仓+$81.45万
ZTS 加仓+$52.03万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$142.15万
QCOM 减仓-$83.73万
EBAY 减仓-$51.15万
DFUS 减仓-$38.58万
AAPL 减仓-$38.17万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $1,167.85万 | 4.12% | 523,933 | 155,455 | 42.2% | $346.51万 | 加仓 |
| AAPL | APPLE INC COM | $861.80万 | 3.04% | 29,783 | -1,319 | -4.2% | -$38.17万 | 减仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $847.20万 | 2.99% | 329,266 | 71,991 | 28.0% | $185.23万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $721.64万 | 2.55% | 142,701 | 3,703 | 2.7% | $18.73万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $666.51万 | 2.35% | 18,864 | -586 | -3.0% | -$20.70万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $646.49万 | 2.28% | 131,187 | 401 | 0.3% | $1.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $509.99万 | 1.80% | 25,488 | 143 | 0.6% | $2.86万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $496.73万 | 1.75% | 13,317 | 6 | 0.0% | $2,238 | 加仓 |
| AMGN | AMGEN INC COM | $485.78万 | 1.72% | 13,415 | -34 | -0.3% | -$1.23万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $475.35万 | 1.68% | 137,305 | -4,491 | -3.2% | -$15.55万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $467.50万 | 1.65% | 21,452 | -589 | -2.7% | -$12.84万 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $452.42万 | 1.60% | 72,736 | 3,565 | 5.2% | $22.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $435.19万 | 1.54% | 13,295 | -898 | -6.3% | -$29.39万 | 减仓 |
| MRK | MERCK & CO INC COM | $421.38万 | 1.49% | 32,793 | 291 | 0.9% | $3.74万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $420.06万 | 1.48% | 58,956 | -420 | -0.7% | -$2.99万 | 减仓 |
| CSCO | CISCO SYS INC COM | $412.99万 | 1.46% | 35,160 | -138 | -0.4% | -$1.62万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $386.25万 | 1.36% | 10,438 | -167 | -1.6% | -$6.18万 | 减仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $380.92万 | 1.34% | 139,378 | 29,802 | 27.2% | $81.45万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $371.16万 | 1.31% | 45,296 | -4,708 | -9.4% | -$38.58万 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $351.47万 | 1.24% | 45,113 | 221 | 0.5% | $1.72万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $341.34万 | 1.21% | 15,262 | -146 | -0.9% | -$3.27万 | 减仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $337.75万 | 1.19% | 83,996 | -133 | -0.2% | -$5,348 | 减仓 |
| AMZN | AMAZON COM INC COM | $327.93万 | 1.16% | 13,759 | 395 | 3.0% | $9.41万 | 加仓 |
| MAC | MACERICH CO COM | $306.05万 | 1.08% | 121,497 | -1,684 | -1.4% | -$4.24万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $295.75万 | 1.04% | 8,743 | -145 | -1.6% | -$4.90万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $294.80万 | 1.04% | 5,892 | -41 | -0.7% | -$2.05万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $293.21万 | 1.04% | 71,080 | 757 | 1.1% | $3.12万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $291.25万 | 1.03% | 65,479 | 1,666 | 2.6% | $7.41万 | 加仓 |
| CVE | CENOVUS ENERGY INC COM | $289.01万 | 1.02% | 116,490 | -2 | -0.0% | -$50 | 减仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $273.59万 | 0.97% | 54,468 | 400 | 0.7% | $2.01万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $270.52万 | 0.96% | 7,570 | -704 | -8.5% | -$25.16万 | 减仓 |
| APA | APA CORPORATION COM | $255.57万 | 0.90% | 78,468 | 3,185 | 4.2% | $10.37万 | 加仓 |
| DHI | D R HORTON INC COM | $243.09万 | 0.86% | 14,925 | 95 | 0.6% | $1.55万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $241.95万 | 0.85% | 44,790 | -1,437 | -3.1% | -$7.76万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $232.40万 | 0.82% | 6,779 | -30 | -0.4% | -$1.03万 | 减仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $217.86万 | 0.77% | 83,217 | -7,893 | -8.7% | -$20.66万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $215.93万 | 0.76% | 37,896 | -2,281 | -5.7% | -$13.00万 | 减仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $210.66万 | 0.74% | 22,499 | 57 | 0.3% | $5,337 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $202.16万 | 0.71% | 49,743 | -1,005 | -2.0% | -$4.08万 | 减仓 |
| META | META PLATFORMS INC CL A | $199.04万 | 0.70% | 3,534 | -18 | -0.5% | -$1.01万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $192.62万 | 0.68% | 1,669 | -7 | -0.4% | -$8,079 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $191.33万 | 0.68% | 27,372 | -2,825 | -9.4% | -$19.75万 | 减仓 |
| V | VISA INC COM CL A | $184.42万 | 0.65% | 5,375 | -146 | -2.6% | -$5.01万 | 减仓 |
| TGT | TARGET CORP COM | $177.84万 | 0.63% | 13,616 | 574 | 4.4% | $7.50万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $172.72万 | 0.61% | 10,420 | -592 | -5.4% | -$9.81万 | 减仓 |
| INTC | INTEL CORP COM | $172.38万 | 0.61% | 12,345 | -2,067 | -14.3% | -$28.86万 | 减仓 |
| NVR | NVR INC COM | $168.97万 | 0.60% | 248 | -9 | -3.5% | -$6.13万 | 减仓 |
| QCOM | QUALCOMM INC COM | $168.55万 | 0.60% | 9,121 | -4,531 | -33.2% | -$83.73万 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $167.20万 | 0.59% | 4,862 | 14 | 0.3% | $4,814 | 加仓 |
| BX | BLACKSTONE INC COM | $163.72万 | 0.58% | 13,914 | 15 | 0.1% | $1,765 | 加仓 |
| EBAY | EBAY INC. COM | $161.90万 | 0.57% | 14,488 | -4,577 | -24.0% | -$51.15万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $161.37万 | 0.57% | 9,180 | 978 | 11.9% | $17.19万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $159.58万 | 0.56% | 2,747 | -307 | -10.1% | -$17.83万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $154.28万 | 0.54% | 3,231 | -479 | -12.9% | -$22.87万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $152.32万 | 0.54% | 31,362 | -3,717 | -10.6% | -$18.05万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $151.22万 | 0.53% | 14,546 | 570 | 4.1% | $5.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $145.58万 | 0.51% | 5,732 | -249 | -4.2% | -$6.32万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $145.53万 | 0.51% | 25,817 | 3,005 | 13.2% | $16.94万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $145.51万 | 0.51% | 3,358 | -553 | -14.1% | -$23.96万 | 减仓 |
| LEN | LENNAR CORP CL A | $144.32万 | 0.51% | 15,948 | -1,398 | -8.1% | -$12.65万 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $140.04万 | 0.49% | 27,670 | 1,425 | 5.4% | $7.21万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $138.21万 | 0.49% | 1,477 | -4 | -0.3% | -$3,743 | 减仓 |
| HD | HOME DEPOT INC COM | $136.37万 | 0.48% | 3,867 | -422 | -9.8% | -$14.88万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $133.48万 | 0.47% | 3,212 | 595 | 22.7% | $24.73万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $132.21万 | 0.47% | 28,011 | 444 | 1.6% | $2.10万 | 加仓 |
| AVGO | BROADCOM INC COM | $125.00万 | 0.44% | 3,309 | 117 | 3.7% | $4.42万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $121.30万 | 0.43% | 28,656 | -2,729 | -8.7% | -$11.55万 | 减仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $116.89万 | 0.41% | 44,077 | -9,386 | -17.6% | -$24.89万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $113.22万 | 0.40% | 8,281 | 8,281 | — | $113.22万 | 新建仓 |
| GLD | SPDR GOLD SHARES | $112.43万 | 0.40% | 3,052 | -22 | -0.7% | -$8,104 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $112.11万 | 0.40% | 3,763 | -884 | -19.0% | -$26.34万 | 减仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $111.14万 | 0.39% | 11,025 | 3,045 | 38.2% | $30.70万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $109.85万 | 0.39% | 13,364 | 2,499 | 23.0% | $20.54万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $109.54万 | 0.39% | 11,871 | 41 | 0.3% | $3,783 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $107.60万 | 0.38% | 1,441 | 506 | 54.1% | $37.78万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $106.74万 | 0.38% | 28,494 | -6,777 | -19.2% | -$25.39万 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $106.32万 | 0.38% | 27,409 | 1,231 | 4.7% | $4.78万 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $105.57万 | 0.37% | 16,315 | 265 | 1.7% | $1.71万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $104.97万 | 0.37% | 18,192 | -402 | -2.2% | -$2.32万 | 减仓 |
| PCAR | PACCAR INC COM | $102.70万 | 0.36% | 8,550 | -323 | -3.6% | -$3.88万 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $97.87万 | 0.35% | 1,537 | 81 | 5.6% | $5.16万 | 加仓 |
| TSLA | TESLA INC COM | $93.92万 | 0.33% | 2,233 | -109 | -4.7% | -$4.58万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $93.23万 | 0.33% | 5,937 | -960 | -13.9% | -$15.07万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $87.17万 | 0.31% | 438 | -19 | -4.2% | -$3.78万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $82.20万 | 0.29% | 11,198 | -798 | -6.7% | -$5.86万 | 减仓 |
| ORCL | ORACLE CORP COM | $76.37万 | 0.27% | 5,211 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $74.92万 | 0.26% | 1,017 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $74.25万 | 0.26% | 973 | -85 | -8.0% | -$6.49万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $73.00万 | 0.26% | 6,257 | -1,312 | -17.3% | -$15.31万 | 减仓 |
| WMT | WALMART INC COM | $72.33万 | 0.26% | 6,386 | -69 | -1.1% | -$7,815 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $71.65万 | 0.25% | 13,491 | 966 | 7.7% | $5.13万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $68.76万 | 0.24% | 8,982 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $68.47万 | 0.24% | 2,533 | 82 | 3.3% | $2.22万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $68.06万 | 0.24% | 909 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $67.47万 | 0.24% | 8,375 | 15 | 0.2% | $1,208 | 加仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $67.27万 | 0.24% | 4,360 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $67.25万 | 0.24% | 2,826 | -3 | -0.1% | -$714 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $66.68万 | 0.24% | 3,500 | -40 | -1.1% | -$7,621 | 减仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $65.89万 | 0.23% | 13,977 | 139 | 1.0% | $6,553 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $59.60万 | 0.21% | 6,912 | -1,054 | -13.2% | -$9.09万 | 减仓 |