STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
APPLETON WI · SEC CIK 0002056591
$1.13亿2026Q1 申报市值
82持仓数
55.8%前十大占比 · 第一大 9.8%
14 / 14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
IBND 新建仓+$47.73万
EXPE 新建仓+$42.62万
FMB 加仓+$40.12万
EXEL 新建仓+$38.76万
QCOM 新建仓+$36.57万
2026Q1 卖出最多 按季末市值估算
TLH 清仓-$52.91万
TLT 减仓-$25.89万
TM 清仓-$25.71万
GCOR 清仓-$25.16万
ADBE 清仓-$25.13万
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 |
|---|---|---|---|---|---|---|---|---|
| BBIN | J P MORGAN EXCHANGE TRADED F | $1,108.07万 | 9.80% | 151,541 | 835 | 0.6% | $6.11万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,054.36万 | 9.33% | 137,753 | 2,133 | 1.6% | $16.33万 | 加仓 |
| AGG | ISHARES TR | $860.73万 | 7.61% | 86,706 | 2,715 | 3.2% | $26.95万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $682.51万 | 6.04% | 173,094 | 2,578 | 1.5% | $10.17万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $597.69万 | 5.29% | 241,294 | 2,406 | 1.0% | $5.96万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $487.95万 | 4.32% | 103,752 | 1,495 | 1.5% | $7.03万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $483.73万 | 4.28% | 52,149 | 2,373 | 4.8% | $22.01万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $404.70万 | 3.58% | 86,272 | 239 | 0.3% | $1.12万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $339.98万 | 3.01% | 68,256 | 1,087 | 1.6% | $5.41万 | 加仓 |
| TLT | ISHARES TR | $287.83万 | 2.55% | 33,202 | -2,987 | -8.3% | -$25.89万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $262.16万 | 2.32% | 22,890 | 173 | 0.8% | $1.98万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $255.11万 | 2.26% | 7,952 | 384 | 5.1% | $12.32万 | 加仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $215.13万 | 1.90% | 41,032 | 364 | 0.9% | $1.91万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $203.40万 | 1.80% | 42,330 | -742 | -1.7% | -$3.57万 | 减仓 |
| CATH | GLOBAL X FDS | $196.05万 | 1.73% | 25,087 | 487 | 2.0% | $3.81万 | 加仓 |
| ACWI | ISHARES TR | $190.98万 | 1.69% | 13,802 | -210 | -1.5% | -$2.91万 | 减仓 |
| BIBL | NORTHERN LTS FD TR IV | $186.73万 | 1.65% | 39,604 | 269 | 0.7% | $1.27万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $168.93万 | 1.49% | 40,003 | -2,567 | -6.0% | -$10.84万 | 减仓 |
| GLD | SPDR GOLD TR | $155.76万 | 1.38% | 3,620 | 12 | 0.3% | $5,163 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $153.55万 | 1.36% | 2,361 | 27 | 1.2% | $1.76万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $140.91万 | 1.25% | 27,815 | 7,919 | 39.8% | $40.12万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $130.78万 | 1.16% | 26,848 | -1,378 | -4.9% | -$6.71万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $128.91万 | 1.14% | 21,023 | 1,247 | 6.3% | $7.65万 | 加仓 |
| GOVT | ISHARES TR | $123.64万 | 1.09% | 53,967 | -1,637 | -2.9% | -$3.75万 | 减仓 |
| AAPL | APPLE INC | $119.23万 | 1.05% | 4,698 | 126 | 2.8% | $3.20万 | 加仓 |
| IEI | ISHARES TR | $106.72万 | 0.94% | 8,998 | 38 | 0.4% | $4,507 | 加仓 |
| NVDA | NVIDIA CORPORATION | $93.48万 | 0.83% | 5,360 | -12 | -0.2% | -$2,093 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $89.39万 | 0.79% | 9,978 | -281 | -2.7% | -$2.52万 | 减仓 |
| ACWX | ISHARES TR | $85.93万 | 0.76% | 12,550 | 505 | 4.2% | $3.46万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $80.91万 | 0.72% | 17,234 | -658 | -3.7% | -$3.09万 | 减仓 |
| SPIP | SPDR SERIES TRUST | $74.30万 | 0.66% | 28,565 | -595 | -2.0% | -$1.55万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $70.39万 | 0.62% | 35,264 | 11,099 | 45.9% | $22.15万 | 加仓 |
| BIL | SPDR SERIES TRUST | $69.94万 | 0.62% | 7,632 | 1,206 | 18.8% | $11.05万 | 加仓 |
| SGOV | ISHARES TR | $69.74万 | 0.62% | 6,928 | 1,067 | 18.2% | $10.74万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $61.45万 | 0.54% | 2,876 | -272 | -8.6% | -$5.81万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $61.09万 | 0.54% | 35,272 | 2,699 | 8.3% | $4.67万 | 加仓 |
| STIP | ISHARES TR | $59.35万 | 0.53% | 5,738 | -97 | -1.7% | -$1.00万 | 减仓 |
| — | NUSHARES ETF TR | $57.35万 | 0.51% | 21,101 | -386 | -1.8% | -$1.05万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $55.25万 | 0.49% | 32,945 | 2,867 | 9.5% | $4.81万 | 加仓 |
| EBND | SPDR SERIES TRUST | $52.30万 | 0.46% | 25,340 | 4,094 | 19.3% | $8.45万 | 加仓 |
| EFA | ISHARES TR | $50.07万 | 0.44% | 5,155 | 436 | 9.2% | $4.23万 | 加仓 |
| IBND | SPDR SERIES TRUST | $47.73万 | 0.42% | 15,356 | 15,356 | — | $47.73万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $46.01万 | 0.41% | 13,515 | 901 | 7.1% | $3.07万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $42.62万 | 0.38% | 1,846 | 1,846 | — | $42.62万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $42.42万 | 0.38% | 12,649 | 607 | 5.0% | $2.04万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $41.98万 | 0.37% | 13,961 | 602 | 4.5% | $1.81万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $41.76万 | 0.37% | 17,907 | 845 | 5.0% | $1.97万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $41.24万 | 0.36% | 3,562 | 61 | 1.7% | $7,062 | 加仓 |
| IJR | ISHARES TR | $41.06万 | 0.36% | 3,303 | -54 | -1.6% | -$6,713 | 减仓 |
| EXEL | EXELIXIS INC | $38.76万 | 0.34% | 9,036 | 9,036 | — | $38.76万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $37.61万 | 0.33% | 2,565 | 91 | 3.7% | $1.33万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $37.42万 | 0.33% | 8,675 | -300 | -3.3% | -$1.29万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $36.99万 | 0.33% | 22,030 | 1,944 | 9.7% | $3.26万 | 加仓 |
| QCOM | QUALCOMM INC | $36.57万 | 0.32% | 2,840 | 2,840 | — | $36.57万 | 新建仓 |
| SHOP | SHOPIFY INC | $36.00万 | 0.32% | 3,035 | 471 | 18.4% | $5.59万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $35.58万 | 0.31% | 2,898 | 192 | 7.1% | $2.36万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.35万 | 0.31% | 5,828 | 826 | 16.5% | $5.01万 | 加仓 |
| — | EXXON MOBIL CORP | $34.44万 | 0.30% | 2,030 | -357 | -15.0% | -$6.06万 | 减仓 |
| MO | ALTRIA GROUP INC | $32.88万 | 0.29% | 4,983 | 382 | 8.3% | $2.52万 | 加仓 |
| CAT | CATERPILLAR INC | $31.24万 | 0.28% | 441 | -237 | -35.0% | -$16.79万 | 减仓 |
| CRM | SALESFORCE INC | $29.38万 | 0.26% | 1,574 | 1,574 | — | $29.38万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.35万 | 0.25% | 839 | 839 | — | $28.35万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $28.03万 | 0.25% | 11,774 | 2,676 | 29.4% | $6.37万 | 加仓 |
| CSCO | CISCO SYS INC | $27.40万 | 0.24% | 3,531 | 48 | 1.4% | $3,724 | 加仓 |
| AMAT | APPLIED MATLS INC | $26.90万 | 0.24% | 787 | 787 | — | $26.90万 | 新建仓 |
| KO | COCA COLA CO | $26.72万 | 0.24% | 3,513 | 389 | 12.5% | $2.96万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $26.58万 | 0.24% | 2,124 | -73 | -3.3% | -$9,134 | 减仓 |
| BP | BP PLC | $26.21万 | 0.23% | 5,577 | 5,577 | — | $26.21万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $26.16万 | 0.23% | 1,811 | -76 | -4.0% | -$1.10万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $24.86万 | 0.22% | 3,465 | 355 | 11.4% | $2.55万 | 加仓 |
| PHM | PULTE GROUP INC | $23.83万 | 0.21% | 2,026 | 26 | 1.3% | $3,058 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $23.01万 | 0.20% | 5,052 | 158 | 3.2% | $7,197 | 加仓 |
| CAH | CARDINAL HEALTH INC | $22.69万 | 0.20% | 1,074 | 1,074 | — | $22.69万 | 新建仓 |
| EPAM | EPAM SYS INC | $22.49万 | 0.20% | 1,661 | 219 | 15.2% | $2.97万 | 加仓 |
| V | VISA INC | $21.55万 | 0.19% | 713 | -84 | -10.5% | -$2.54万 | 减仓 |
| EQNR | EQUINOR ASA | $21.38万 | 0.19% | 5,066 | 5,066 | — | $21.38万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $20.26万 | 0.18% | 4,104 | -106 | -2.5% | -$5,233 | 重新持有 |
| XLY | SELECT SECTOR SPDR TR | $20.14万 | 0.18% | 1,848 | 811 | 78.2% | $8.84万 | 重新持有 |
| VOD | VODAFONE GROUP PLC | $17.05万 | 0.15% | 11,352 | 11,352 | — | $17.05万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $12.84万 | 0.11% | 25,518 | 25,518 | — | $12.84万 | 新建仓 |
| NOK | NOKIA CORP | $8.51万 | 0.08% | 10,581 | 10,581 | — | $8.51万 | 新建仓 |
| COTY | COTY INC | $5.88万 | 0.05% | 29,264 | 29,264 | — | $5.88万 | 新建仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -5,204 | -100.0% | -$52.91万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,201 | -100.0% | -$25.71万 | 清仓 |
| GCOR | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -6,060 | -100.0% | -$25.16万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -718 | -100.0% | -$25.13万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -506 | -100.0% | -$24.47万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -4,520 | -100.0% | -$24.12万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,045 | -100.0% | -$23.27万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -567 | -100.0% | -$20.98万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,335 | -100.0% | -$20.84万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -2,626 | -100.0% | -$20.57万 | 清仓 |
| DNN | DENISON MINES CORP | $0 | 0.00% | 0 | -37,883 | -100.0% | -$10.08万 | 清仓 |
| TIGR | UP FINTECH HLDG LTD | $0 | 0.00% | 0 | -10,433 | -100.0% | -$9.97万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -15,625 | -100.0% | -$7.97万 | 清仓 |