STONE LOFT WEALTH MANAGEMENT LLC
WEST CHESTER PA · SEC CIK 0002130930
$1.40亿2026Q1 申报市值
29持仓数
87.3%前十大占比 · 第一大 24.2%
5 / 0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
VTI 加仓+$723.17万
VOO 加仓+$694.17万
BND 加仓+$618.09万
VXUS 加仓+$580.34万
BNDX 加仓+$344.60万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$540.11万
SGVT 减仓-$125.81万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | $25.90万 | 0.19% | 3,356 | 428 | 14.6% | $3.30万 | 加仓 |
| QQQ | INVESCO QQQ TR | $26.32万 | 0.19% | 456 | 456 | — | $26.32万 | 新建仓 |
| MRK | MERCK & CO INC | $33.01万 | 0.24% | 2,744 | 578 | 26.7% | $6.95万 | 加仓 |
| IVW | ISHARES TR | $33.04万 | 0.24% | 2,921 | 1 | 0.0% | $113 | 加仓 |
| IWF | ISHARES TR | $34.76万 | 0.25% | 815 | 34 | 4.4% | $1.45万 | 加仓 |
| VV | VANGUARD INDEX FDS | $34.80万 | 0.25% | 1,164 | 1,164 | — | $34.80万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.54万 | 0.37% | 793 | 143 | 22.0% | $9.29万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $52.68万 | 0.38% | 1,214 | 1,214 | — | $52.68万 | 新建仓 |
| MSFT | MICROSOFT CORP | $61.98万 | 0.44% | 1,674 | 1,674 | — | $61.98万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $85.97万 | 0.61% | 8,500 | 4,546 | 115.0% | $45.98万 | 加仓 |
| — | VANGUARD MUN BD FDS | $86.36万 | 0.62% | 8,424 | 4,634 | 122.3% | $47.50万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $86.88万 | 0.62% | 10,960 | 10,960 | — | $86.88万 | 新建仓 |
| VTEI | VANGUARD MUN BD FDS | $114.35万 | 0.82% | 11,442 | 6,119 | 115.0% | $61.15万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $134.34万 | 0.96% | 13,338 | -12,491 | -48.4% | -$125.81万 | 减仓 |
| VB | VANGUARD INDEX FDS | $149.48万 | 1.07% | 5,707 | 4,455 | 355.8% | $116.68万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $151.01万 | 1.08% | 23,566 | 14,974 | 174.3% | $95.95万 | 加仓 |
| VO | VANGUARD INDEX FDS | $159.85万 | 1.14% | 5,566 | 4,296 | 338.3% | $123.37万 | 加仓 |
| SGOV | ISHARES TR | $214.84万 | 1.54% | 21,343 | -53,657 | -71.5% | -$540.11万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $236.74万 | 1.69% | 12,066 | 2,003 | 19.9% | $39.30万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $244.75万 | 1.75% | 11,381 | 3,404 | 42.7% | $73.20万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $262.02万 | 1.87% | 31,664 | 16,033 | 102.6% | $132.67万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $266.78万 | 1.91% | 6,108 | 1,179 | 23.9% | $51.49万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $445.15万 | 3.18% | 21,630 | 2,230 | 11.5% | $45.89万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,125.00万 | 8.04% | 149,800 | 10,148 | 7.3% | $76.21万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,236.47万 | 8.84% | 257,330 | 71,717 | 38.6% | $344.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,479.35万 | 10.57% | 24,757 | 11,617 | 88.4% | $694.17万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,666.31万 | 11.91% | 226,278 | 83,934 | 59.0% | $618.09万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,112.94万 | 15.10% | 274,017 | 75,261 | 37.9% | $580.34万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,381.72万 | 24.16% | 105,412 | 22,542 | 27.2% | $723.17万 | 加仓 |