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 |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | $823.18万 | 3.26% | 368,478 | 60,101 | 19.5% | $134.27万 | 加仓 |
| AAPL | APPLE INC COM | $789.33万 | 3.13% | 31,102 | -26 | -0.1% | -$6,598 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $703.47万 | 2.79% | 138,998 | 1,799 | 1.3% | $9.10万 | 加仓 |
| CGSD | CAPITAL GROUP SHORT DURATION INCOME ETF | $663.51万 | 2.63% | 257,275 | 22,099 | 9.4% | $56.99万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $557.95万 | 2.21% | 19,450 | -26 | -0.1% | -$7,458 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $556.36万 | 2.20% | 130,786 | 8,683 | 7.1% | $36.94万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $492.75万 | 1.95% | 13,311 | 614 | 4.8% | $22.73万 | 加仓 |
| AMGN | AMGEN INC COM | $473.19万 | 1.88% | 13,449 | 56 | 0.4% | $1.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $442.02万 | 1.75% | 25,345 | -14 | -0.1% | -$2,442 | 减仓 |
| COWZ | PACER US CASH COWS 100 ETF | $432.73万 | 1.71% | 69,171 | 2,853 | 4.3% | $17.85万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $432.45万 | 1.71% | 22,041 | -164 | -0.7% | -$3.22万 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $418.16万 | 1.66% | 141,796 | 18,682 | 15.2% | $55.09万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $417.50万 | 1.65% | 14,193 | -68 | -0.5% | -$2.00万 | 减仓 |
| MRK | MERCK & CO INC COM | $390.97万 | 1.55% | 32,502 | 340 | 1.1% | $4.09万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $380.48万 | 1.51% | 59,376 | 1,787 | 3.1% | $11.45万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $354.58万 | 1.41% | 50,004 | 2,042 | 4.3% | $14.48万 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $352.00万 | 1.39% | 44,892 | 2,058 | 4.8% | $16.14万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $340.22万 | 1.35% | 10,605 | -31 | -0.3% | -$9,945 | 减仓 |
| APA | APA CORPORATION COM | $319.50万 | 1.27% | 75,283 | -280 | -0.4% | -$1.19万 | 减仓 |
| CVE | CENOVUS ENERGY INC COM | $309.05万 | 1.22% | 116,492 | -978 | -0.8% | -$2.59万 | 减仓 |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | $298.38万 | 1.18% | 109,576 | 9,698 | 9.7% | $26.41万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $287.41万 | 1.14% | 15,408 | 11 | 0.1% | $2,052 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $284.86万 | 1.13% | 84,129 | 127 | 0.2% | $4,300 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $284.29万 | 1.13% | 5,933 | -102 | -1.7% | -$4.89万 | 减仓 |
| AMZN | AMAZON COM INC COM | $278.33万 | 1.10% | 13,364 | 200 | 1.5% | $4.17万 | 加仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $273.98万 | 1.09% | 70,323 | 201 | 0.3% | $7,831 | 加仓 |
| CSCO | CISCO SYS INC COM | $273.87万 | 1.09% | 35,298 | 177 | 0.5% | $1.37万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $270.07万 | 1.07% | 54,068 | 2,656 | 5.2% | $13.27万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $268.85万 | 1.07% | 8,888 | -308 | -3.3% | -$9.32万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | $245.17万 | 0.97% | 63,813 | 3,026 | 5.0% | $11.63万 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $243.98万 | 0.97% | 46,227 | 1,063 | 2.4% | $5.61万 | 加仓 |
| CGCB | CAPITAL GROUP CORE BOND ETF | $239.26万 | 0.95% | 91,110 | 495 | 0.5% | $1.30万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $237.91万 | 0.94% | 8,274 | -195 | -2.3% | -$5.61万 | 减仓 |
| MAC | MACERICH CO COM | $232.81万 | 0.92% | 123,181 | -606 | -0.5% | -$1.15万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP COM | $228.01万 | 0.90% | 35,079 | -650 | -1.8% | -$4.22万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $227.85万 | 0.90% | 11,012 | 59 | 0.5% | $1.22万 | 加仓 |
| DHI | D R HORTON INC COM | $203.50万 | 0.81% | 14,830 | -135 | -0.9% | -$1.85万 | 减仓 |
| META | META PLATFORMS INC CL A | $203.24万 | 0.81% | 3,552 | -19 | -0.5% | -$1.09万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $195.86万 | 0.78% | 40,177 | -2,106 | -5.0% | -$10.27万 | 减仓 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $188.58万 | 0.75% | 30,197 | 4,896 | 19.4% | $30.58万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $184.49万 | 0.73% | 13,976 | 295 | 2.2% | $3.89万 | 加仓 |
| QCOM | QUALCOMM INC COM | $175.81万 | 0.70% | 13,652 | -174 | -1.3% | -$2.24万 | 减仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $175.34万 | 0.69% | 50,748 | 1,497 | 3.0% | $5.17万 | 加仓 |
| EBAY | EBAY INC. COM | $173.53万 | 0.69% | 19,065 | -224 | -1.2% | -$2.04万 | 减仓 |
| XSMO | INVESCO S&P SMALLCAP MOMENTUM ETF | $170.61万 | 0.68% | 22,442 | 664 | 3.0% | $5.05万 | 加仓 |
| NVR | NVR INC COM | $169.36万 | 0.67% | 257 | -4 | -1.5% | -$2.64万 | 减仓 |
| V | VISA INC COM CL A | $166.86万 | 0.66% | 5,521 | -7 | -0.1% | -$2,116 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $163.41万 | 0.65% | 6,809 | 345 | 5.3% | $8.28万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $162.23万 | 0.64% | 8,202 | 296 | 3.7% | $5.85万 | 加仓 |
| BX | BLACKSTONE INC COM | $159.82万 | 0.63% | 13,899 | 371 | 2.7% | $4.27万 | 加仓 |
| TGT | TARGET CORP COM | $158.07万 | 0.63% | 13,042 | 194 | 1.5% | $2.35万 | 加仓 |
| LEN | LENNAR CORP CL A | $150.63万 | 0.60% | 17,346 | -136 | -0.8% | -$1.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $147.53万 | 0.58% | 1,481 | -6 | -0.4% | -$5,977 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $146.20万 | 0.58% | 5,981 | -3 | -0.1% | -$733 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $144.88万 | 0.57% | 4,848 | 14 | 0.3% | $4,184 | 加仓 |
| — | EXXON MOBIL CORP COM | $142.15万 | 0.56% | 8,379 | 33 | 0.4% | $5,599 | 加仓 |
| HD | HOME DEPOT INC COM | $141.05万 | 0.56% | 4,289 | 1 | 0.0% | $329 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $140.07万 | 0.56% | 53,463 | 4,816 | 9.9% | $12.62万 | 加仓 |
| GLD | SPDR GOLD SHARES | $132.27万 | 0.52% | 3,074 | -240 | -7.2% | -$10.33万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $125.36万 | 0.50% | 3,710 | -40 | -1.1% | -$1.35万 | 减仓 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $117.76万 | 0.47% | 26,245 | 1,285 | 5.1% | $5.77万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $111.35万 | 0.44% | 35,271 | 14,596 | 70.6% | $46.08万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $111.18万 | 0.44% | 11,830 | 39 | 0.3% | $3,665 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $110.79万 | 0.44% | 27,567 | 982 | 3.7% | $3.95万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $110.72万 | 0.44% | 7,569 | -343 | -4.3% | -$5.02万 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $105.98万 | 0.42% | 22,812 | 1,661 | 7.9% | $7.72万 | 加仓 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $104.73万 | 0.42% | 31,385 | 6,167 | 24.5% | $20.58万 | 加仓 |
| PCAR | PACCAR INC COM | $102.48万 | 0.41% | 8,873 | -4,289 | -32.6% | -$49.54万 | 减仓 |
| AVGO | BROADCOM INC COM | $98.80万 | 0.39% | 3,192 | 1,255 | 64.8% | $38.84万 | 加仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $96.46万 | 0.38% | 16,050 | 832 | 5.5% | $5.00万 | 加仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $91.73万 | 0.36% | 26,178 | 1,184 | 4.7% | $4.15万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $88.34万 | 0.35% | 11,996 | -233 | -1.9% | -$1.72万 | 减仓 |
| TSLA | TESLA INC COM | $87.06万 | 0.35% | 2,342 | 95 | 4.2% | $3.53万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $83.56万 | 0.33% | 3,911 | -111 | -2.8% | -$2.37万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $83.06万 | 0.33% | 18,594 | 159 | 0.9% | $7,102 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $80.26万 | 0.32% | 7,980 | -370 | -4.4% | -$3.72万 | 减仓 |
| WMT | WALMART INC COM | $80.22万 | 0.32% | 6,455 | -3 | -0.0% | -$373 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $76.98万 | 0.31% | 10,865 | 767 | 7.6% | $5.43万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $76.73万 | 0.30% | 12,525 | 693 | 5.9% | $4.25万 | 加仓 |
| ORCL | ORACLE CORP COM | $76.66万 | 0.30% | 5,211 | 12 | 0.2% | $1,765 | 加仓 |
| MCD | MCDONALDS CORP COM | $76.19万 | 0.30% | 2,451 | 45 | 1.9% | $1.40万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $70.82万 | 0.28% | 2,617 | -150 | -5.4% | -$4.06万 | 减仓 |
| MCK | MCKESSON CORP COM | $68.59万 | 0.27% | 793 | -6 | -0.8% | -$5,190 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $66.78万 | 0.26% | 8,982 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $65.91万 | 0.26% | 19,489 | 10,363 | 113.6% | $35.05万 | 加仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $65.46万 | 0.26% | 13,838 | 134 | 1.0% | $6,338 | 加仓 |
| INTC | INTEL CORP COM | $63.60万 | 0.25% | 14,412 | -208 | -1.4% | -$9,179 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $63.57万 | 0.25% | 4,360 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $62.73万 | 0.25% | 1,200 | 3 | 0.3% | $1,568 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $62.13万 | 0.25% | 3,054 | 706 | 30.1% | $14.36万 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH COM | $61.66万 | 0.24% | 1,456 | 100 | 7.4% | $4.23万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $60.78万 | 0.24% | 935 | -118 | -11.2% | -$7.67万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $60.38万 | 0.24% | 457 | 15 | 3.4% | $1.98万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $60.02万 | 0.24% | 2,090 | 5 | 0.2% | $1,436 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $59.89万 | 0.24% | 1,002 | 3 | 0.3% | $1,793 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $59.36万 | 0.24% | 909 | 22 | 2.5% | $1.44万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $59.16万 | 0.23% | 6,897 | 610 | 9.7% | $5.23万 | 加仓 |
| FDX | FEDEX CORP COM | $59.10万 | 0.23% | 1,659 | 5 | 0.3% | $1,781 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $58.72万 | 0.23% | 1,017 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $58.49万 | 0.23% | 2,829 | -11 | -0.4% | -$2,274 | 减仓 |