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Lodestone Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Lodestone Wealth Management LLC

报告期 2026-03-31 · CIK 0001950158

持仓数

781

前50大市值合计

$163.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

CGCP CAPITAL GROUP CORE PLUS INCOME ETF

ETF

$8.2M

368,478

5.0%

AAPL APPLE INC COM

Stock

$7.9M

31,102

4.8%

JPST JPMORGAN ULTRA-SHORT INCOME ETF

ETF

$7.0M

138,998

4.3%

CGSD CAPITAL GROUP SHORT DURATION INCOME ETF

ETF

$6.6M

257,275

4.1%

GOOG ALPHABET INC CAP STK CL C

Stock

$5.6M

19,450

3.4%

CGDV CAPITAL GROUP DIVIDEND VALUE ETF

ETF

$5.6M

130,786

3.4%

MSFT MICROSOFT CORP COM

Stock

$4.9M

13,311

3.0%

AMGN AMGEN INC COM

Stock

$4.7M

13,449

2.9%

NVDA NVIDIA CORPORATION COM

Stock

$4.4M

25,345

2.7%

COWZ PACER US CASH COWS 100 ETF

ETF

$4.3M

69,171

2.7%

VTV VANGUARD VALUE ETF

ETF

$4.3M

22,041

2.7%

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

ETF

$4.2M

141,796

2.6%

JPM JPMORGAN CHASE & CO COM

Stock

$4.2M

14,193

2.6%

MRK MERCK & CO INC COM

Stock

$3.9M

32,502

2.4%

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

ETF

$3.8M

59,376

2.3%

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF

ETF

$3.5M

50,004

2.2%

BSV VANGUARD SHORT-TERM BOND ETF

ETF

$3.5M

44,892

2.2%

VTI VANGUARD TOTAL STOCK MARKET ETF

ETF

$3.4M

10,605

2.1%

APA APA CORPORATION COM

Stock

$3.2M

75,283

2.0%

CVE CENOVUS ENERGY INC COM

Stock

$3.1M

116,492

1.9%

CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

ETF

$3.0M

109,576

1.8%

SPG SIMON PPTY GROUP INC NEW COM

REIT

$2.9M

15,408

1.8%

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

ETF

$2.8M

84,129

1.7%

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

Stock

$2.8M

5,933

1.7%

AMZN AMAZON COM INC COM

Stock

$2.8M

13,364

1.7%

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

ETF

$2.7M

70,323

1.7%

CSCO CISCO SYS INC COM

Stock

$2.7M

35,298

1.7%

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

ETF

$2.7M

54,068

1.7%

AXP AMERICAN EXPRESS CO COM

Stock

$2.7M

8,888

1.6%

CGUS CAPITAL GROUP CORE EQUITY ETF

ETF

$2.5M

63,813

1.5%

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF

ETF

$2.4M

46,227

1.5%

CGCB CAPITAL GROUP CORE BOND ETF

ETF

$2.4M

91,110

1.5%

GOOGL ALPHABET INC CAP STK CL A

Stock

$2.4M

8,274

1.5%

MAC MACERICH CO COM

REIT

$2.3M

123,181

1.4%

OXY OCCIDENTAL PETE CORP COM

Stock

$2.3M

35,079

1.4%

CVX CHEVRON CORPORATION COM

Stock

$2.3M

11,012

1.4%

DHI D R HORTON INC COM

Stock

$2.0M

14,830

1.2%

META META PLATFORMS INC CL A

Stock

$2.0M

3,552

1.2%

BAC BANK OF AMER CORP COM

Stock

$2.0M

40,177

1.2%

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF

ETF

$1.9M

30,197

1.2%

COP CONOCOPHILLIPS COM

Stock

$1.8M

13,976

1.1%

QCOM QUALCOMM INC COM

Stock

$1.8M

13,652

1.1%

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

ETF

$1.8M

50,748

1.1%

EBAY EBAY INC. COM

Stock

$1.7M

19,065

1.1%

XSMO INVESCO S&P SMALLCAP MOMENTUM ETF

ETF

$1.7M

22,442

1.0%

NVR NVR INC COM

Stock

$1.7M

257

1.0%

V VISA INC COM CL A

Stock

$1.7M

5,521

1.0%

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF

ETF

$1.6M

6,809

1.0%

FANG DIAMONDBACK ENERGY INC COM

Stock

$1.6M

8,202

1.0%

BX BLACKSTONE INC COM

Stock

$1.6M

13,899

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

25%前 6 大占比

CGCP5.0%AAPL4.8%JPST4.3%CGSD4.1%GOOG3.4%CGDV3.4%