STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
APPLETON WI · SEC CIK 0002056591
$1.25亿2026Q2 申报市值
93持仓数
54.3%前十大占比 · 第一大 9.8%
15 / 9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
JNK 新建仓+$51.94万
MU 新建仓+$44.09万
KLAC 新建仓+$34.39万
DELL 新建仓+$27.53万
ING 新建仓+$25.50万
2026Q2 卖出最多 按季末市值估算
WDC 重新持有-$53.72万
IBND 清仓-$47.73万
LRCX 减仓-$45.93万
EXEL 清仓-$38.76万
QCOM 减仓-$31.88万
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 |
|---|---|---|---|---|---|---|---|---|
| IBND | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,356 | -100.0% | -$47.73万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -9,036 | -100.0% | -$38.76万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,574 | -100.0% | -$29.38万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -11,774 | -100.0% | -$28.03万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,577 | -100.0% | -$26.21万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -1,661 | -100.0% | -$22.49万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -5,066 | -100.0% | -$21.38万 | 清仓 |
| NOK | NOKIA CORP | $0 | 0.00% | 0 | -10,581 | -100.0% | -$8.51万 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -29,264 | -100.0% | -$5.88万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $16.61万 | 0.13% | 28,491 | 2,973 | 11.7% | $1.73万 | 加仓 |
| B | BARRICK MNG CORP | $20.04万 | 0.16% | 5,457 | 5,457 | — | $20.04万 | 新建仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $20.38万 | 0.16% | 3,246 | 3,246 | — | $20.38万 | 新建仓 |
| QCOM | QUALCOMM INC | $20.60万 | 0.17% | 1,115 | -1,725 | -60.7% | -$31.88万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.81万 | 0.17% | 740 | 44 | 6.3% | $1.24万 | 重新持有 |
| NDSN | NORDSON CORP | $20.94万 | 0.17% | 694 | 694 | — | $20.94万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $21.10万 | 0.17% | 1,487 | -637 | -30.0% | -$9.04万 | 减仓 |
| BE | BLOOM ENERGY CORP | $21.37万 | 0.17% | 706 | 706 | — | $21.37万 | 新建仓 |
| GM | GENERAL MTRS CO | $21.58万 | 0.17% | 2,800 | 2,800 | — | $21.58万 | 新建仓 |
| BXP | BXP INC | $21.87万 | 0.18% | 3,298 | -393 | -10.6% | -$2.61万 | 重新持有 |
| LAMR | LAMAR ADVERTISING CO | $22.26万 | 0.18% | 1,427 | 1,427 | — | $22.26万 | 新建仓 |
| V | VISA INC | $22.37万 | 0.18% | 652 | -61 | -8.6% | -$2.09万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $22.56万 | 0.18% | 426 | -139 | -24.6% | -$7.36万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $22.74万 | 0.18% | 356 | -841 | -70.3% | -$53.72万 | 重新持有 |
| AVY | AVERY DENNISON CORP | $22.86万 | 0.18% | 1,408 | 1,408 | — | $22.86万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $22.92万 | 0.18% | 1,954 | 106 | 5.7% | $1.24万 | 加仓 |
| FTI | TECHNIPFMC PLC | $23.28万 | 0.19% | 3,512 | 3,512 | — | $23.28万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $23.36万 | 0.19% | 4,358 | 254 | 6.2% | $1.36万 | 加仓 |
| PHM | PULTE GROUP INC | $24.90万 | 0.20% | 1,815 | -211 | -10.4% | -$2.90万 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $25.20万 | 0.20% | 5,518 | 466 | 9.2% | $2.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.35万 | 0.20% | 610 | 610 | — | $25.35万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $25.38万 | 0.20% | 5,553 | -3,122 | -36.0% | -$14.27万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $25.46万 | 0.20% | 1,641 | 1,641 | — | $25.46万 | 新建仓 |
| ING | ING GROEP N.V. | $25.50万 | 0.20% | 8,126 | 8,126 | — | $25.50万 | 新建仓 |
| KO | COCA COLA CO | $26.12万 | 0.21% | 3,214 | -299 | -8.5% | -$2.43万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.48万 | 0.21% | 1,806 | -5 | -0.3% | -$733 | 减仓 |
| — | EXXON MOBIL CORP | $27.22万 | 0.22% | 1,991 | -39 | -1.9% | -$5,332 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $27.53万 | 0.22% | 638 | 638 | — | $27.53万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $28.01万 | 0.22% | 1,179 | 105 | 9.8% | $2.49万 | 加仓 |
| IVV | ISHARES TR | $28.23万 | 0.23% | 377 | 60 | 18.9% | $4.49万 | 重新持有 |
| LNT | ALLIANT ENERGY CORP | $28.63万 | 0.23% | 3,753 | 288 | 8.3% | $2.20万 | 加仓 |
| KLAC | KLA CORP | $34.39万 | 0.28% | 1,140 | 1,140 | — | $34.39万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $37.04万 | 0.30% | 28,009 | 16,657 | 146.7% | $22.03万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $37.30万 | 0.30% | 6,474 | 646 | 11.1% | $3.72万 | 加仓 |
| MO | ALTRIA GROUP INC | $39.49万 | 0.32% | 5,489 | 506 | 10.2% | $3.64万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $40.44万 | 0.32% | 3,463 | -99 | -2.8% | -$1.16万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $41.30万 | 0.33% | 2,603 | 38 | 1.5% | $6,029 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $41.92万 | 0.34% | 21,367 | -663 | -3.0% | -$1.30万 | 减仓 |
| CSCO | CISCO SYS INC | $41.97万 | 0.34% | 3,573 | 42 | 1.2% | $4,933 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.22万 | 0.34% | 884 | 45 | 5.4% | $2.15万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $43.67万 | 0.35% | 18,629 | 722 | 4.0% | $1.69万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $43.74万 | 0.35% | 14,574 | 613 | 4.4% | $1.84万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $44.09万 | 0.35% | 382 | 382 | — | $44.09万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $45.46万 | 0.36% | 13,586 | 937 | 7.4% | $3.14万 | 加仓 |
| BIL | SPDR SERIES TRUST | $47.28万 | 0.38% | 5,159 | -2,473 | -32.4% | -$22.66万 | 减仓 |
| SGOV | ISHARES TR | $47.65万 | 0.38% | 4,733 | -2,195 | -31.7% | -$22.10万 | 减仓 |
| CAT | CATERPILLAR INC | $47.71万 | 0.38% | 448 | 7 | 1.6% | $7,454 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $49.92万 | 0.40% | 13,492 | -23 | -0.2% | -$851 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $50.70万 | 0.41% | 31,930 | -3,342 | -9.5% | -$5.31万 | 减仓 |
| EBND | SPDR SERIES TRUST | $51.81万 | 0.41% | 24,764 | -576 | -2.3% | -$1.20万 | 减仓 |
| AMAT | APPLIED MATLS INC | $51.91万 | 0.42% | 718 | -69 | -8.8% | -$4.99万 | 减仓 |
| JNK | SPDR SERIES TRUST | $51.94万 | 0.42% | 5,390 | 5,390 | — | $51.94万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $53.20万 | 0.43% | 2,079 | 233 | 12.6% | $5.96万 | 加仓 |
| IJR | ISHARES TR | $53.30万 | 0.43% | 3,594 | 291 | 8.8% | $4.32万 | 加仓 |
| EFA | ISHARES TR | $53.54万 | 0.43% | 5,154 | -1 | -0.0% | -$104 | 减仓 |
| ANET | ARISTA NETWORKS INC | $54.17万 | 0.43% | 3,189 | 291 | 10.0% | $4.94万 | 加仓 |
| SHOP | SHOPIFY INC | $55.70万 | 0.45% | 4,878 | 1,843 | 60.7% | $21.04万 | 加仓 |
| STIP | ISHARES TR | $58.55万 | 0.47% | 5,731 | -7 | -0.1% | -$715 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $62.44万 | 0.50% | 31,905 | -1,040 | -3.2% | -$2.04万 | 减仓 |
| — | NUSHARES ETF TR | $70.52万 | 0.56% | 21,807 | 706 | 3.3% | $2.28万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $74.56万 | 0.60% | 29,036 | 471 | 1.6% | $1.21万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $74.63万 | 0.60% | 7,239 | -2,739 | -27.5% | -$28.24万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $74.96万 | 0.60% | 37,500 | 2,236 | 6.3% | $4.47万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $78.69万 | 0.63% | 1,816 | -1,060 | -36.9% | -$45.93万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $81.70万 | 0.65% | 17,453 | 219 | 1.3% | $1.03万 | 加仓 |
| ACWX | ISHARES TR | $103.49万 | 0.83% | 13,597 | 1,047 | 8.3% | $7.97万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $106.41万 | 0.85% | 5,318 | -42 | -0.8% | -$8,404 | 减仓 |
| IEI | ISHARES TR | $110.87万 | 0.89% | 9,440 | 442 | 4.9% | $5.19万 | 加仓 |
| GOVT | ISHARES TR | $125.47万 | 1.00% | 55,079 | 1,112 | 2.1% | $2.53万 | 加仓 |
| GLD | SPDR GOLD TR | $134.02万 | 1.07% | 3,638 | 18 | 0.5% | $6,631 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $137.97万 | 1.11% | 27,321 | 473 | 1.8% | $2.39万 | 加仓 |
| AAPL | APPLE INC | $144.82万 | 1.16% | 5,005 | 307 | 6.5% | $8.88万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $151.33万 | 1.21% | 20,937 | -86 | -0.4% | -$6,216 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $151.73万 | 1.22% | 29,538 | 1,723 | 6.2% | $8.85万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $176.02万 | 1.41% | 40,225 | 222 | 0.6% | $9,715 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $176.61万 | 1.41% | 2,365 | 4 | 0.2% | $2,987 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $196.37万 | 1.57% | 40,547 | -1,783 | -4.2% | -$8.64万 | 减仓 |
| ACWI | ISHARES TR | $197.92万 | 1.59% | 12,609 | -1,193 | -8.6% | -$18.73万 | 减仓 |
| CATH | GLOBAL X FDS | $221.61万 | 1.78% | 25,041 | -46 | -0.2% | -$4,071 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $222.31万 | 1.78% | 38,408 | -1,196 | -3.0% | -$6.92万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $249.84万 | 2.00% | 41,525 | 493 | 1.2% | $2.97万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $288.18万 | 2.31% | 23,200 | 310 | 1.4% | $3.85万 | 加仓 |
| TLT | ISHARES TR | $299.58万 | 2.40% | 34,666 | 1,464 | 4.4% | $12.65万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $299.95万 | 2.40% | 8,106 | 154 | 1.9% | $5.70万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $344.76万 | 2.76% | 69,256 | 1,000 | 1.5% | $4.98万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $453.22万 | 3.63% | 87,528 | 1,256 | 1.5% | $6.50万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $500.75万 | 4.01% | 53,317 | 1,168 | 2.2% | $10.97万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $517.27万 | 4.14% | 107,361 | 3,609 | 3.5% | $17.39万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $609.35万 | 4.88% | 244,917 | 3,623 | 1.5% | $9.01万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $760.79万 | 6.09% | 176,353 | 3,259 | 1.9% | $14.06万 | 加仓 |
| AGG | ISHARES TR | $861.71万 | 6.90% | 87,059 | 353 | 0.4% | $3.49万 | 加仓 |