STONE LOFT WEALTH MANAGEMENT LLC
WEST CHESTER PA · SEC CIK 0002130930
$1.76亿2026Q2 申报市值
31持仓数
87.4%前十大占比 · 第一大 23.3%
2 / 0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
BND 加仓+$665.28万
VXUS 加仓+$483.73万
BNDX 加仓+$250.22万
VTEB 新建仓+$235.43万
VCIT 加仓+$202.61万
2026Q2 卖出最多 按季末市值估算
VIG 减仓-$106.09万
VOO 减仓-$36.77万
MRK 减仓-$7.85万
SGVT 减仓-$6.94万
VANGUARD MUN BD 减仓-$2.86万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| STIP | ISHARES TR | $20.06万 | 0.11% | 1,979 | 1,979 | — | $20.06万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $23.19万 | 0.13% | 3,046 | -310 | -9.2% | -$2.36万 | 减仓 |
| MRK | MERCK & CO INC | $26.07万 | 0.15% | 2,109 | -635 | -23.1% | -$7.85万 | 减仓 |
| QQQ | INVESCO QQQ TR | $30.90万 | 0.18% | 430 | -26 | -5.7% | -$1.87万 | 减仓 |
| IWF | ISHARES TR | $38.61万 | 0.22% | 3,124 | -136 | -4.2% | -$1.68万 | 减仓 |
| IVW | ISHARES TR | $40.49万 | 0.23% | 2,922 | 1 | 0.0% | $139 | 加仓 |
| VV | VANGUARD INDEX FDS | $40.59万 | 0.23% | 1,168 | 4 | 0.3% | $1,390 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $49.71万 | 0.28% | 1,221 | 7 | 0.6% | $2,850 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.85万 | 0.34% | 793 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $66.25万 | 0.38% | 1,675 | 1 | 0.1% | $396 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $83.04万 | 0.47% | 8,221 | -279 | -3.3% | -$2.82万 | 减仓 |
| — | VANGUARD MUN BD FDS | $84.56万 | 0.48% | 8,148 | -276 | -3.3% | -$2.86万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $116.41万 | 0.66% | 11,599 | 157 | 1.4% | $1.58万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $127.26万 | 0.72% | 12,648 | -690 | -5.2% | -$6.94万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $164.03万 | 0.93% | 6,911 | -4,470 | -39.3% | -$106.09万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $167.79万 | 0.95% | 23,692 | 126 | 0.5% | $8,923 | 加仓 |
| VB | VANGUARD INDEX FDS | $169.67万 | 0.97% | 5,712 | 5 | 0.1% | $1,485 | 加仓 |
| VO | VANGUARD INDEX FDS | $179.60万 | 1.02% | 22,324 | 60 | 0.3% | $4,827 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $229.69万 | 1.31% | 29,175 | 18,215 | 166.2% | $143.41万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $235.43万 | 1.34% | 46,889 | 46,889 | — | $235.43万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $261.44万 | 1.49% | 12,021 | -45 | -0.4% | -$9,787 | 减仓 |
| VUG | VANGUARD INDEX FDS | $321.93万 | 1.83% | 36,683 | 35 | 0.1% | $3,072 | 加仓 |
| SGOV | ISHARES TR | $394.88万 | 2.25% | 39,276 | 17,933 | 84.0% | $180.30万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $462.04万 | 2.63% | 56,394 | 24,730 | 78.1% | $202.61万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $542.43万 | 3.09% | 22,574 | 944 | 4.4% | $22.68万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,251.17万 | 7.12% | 150,508 | 708 | 0.5% | $5.89万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,486.18万 | 8.45% | 309,427 | 52,097 | 20.2% | $250.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,680.85万 | 9.56% | 24,227 | -530 | -2.1% | -$36.77万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,313.04万 | 13.16% | 317,638 | 91,360 | 40.4% | $665.28万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,812.60万 | 16.00% | 330,933 | 56,916 | 20.8% | $483.73万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4,100.55万 | 23.32% | 110,105 | 4,693 | 4.5% | $174.78万 | 加仓 |