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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
$163.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 132 项
建仓 12
增持 53
减持 59
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
22,085
+10%
减持
USMV
ISHARES TR
-$1.1M
9,752
-62%
建仓
BSV
VANGUARD BD INDEX FDS
+$1.0M
13,855
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DHI
D R HORTON INC
+$1.0M
25,203
+21%
增持
LEN
LENNAR CORP
+$1.0M
25,991
+967%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$1.0M
20,858
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.0M
53,850
+371%
建仓
CASH
PATHWARD FINANCIAL INC
+$993.0K
3,460
减持
QUAL
ISHARES TR
-$928.2K
6,351
-56%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$907.2K
48,693
+197%
清仓
UHAL/B
U HAUL HOLDING COMPANY
-$894.9K
0
-100%
减持
AAPL
APPLE INC
+$866.3K
33,723
-2%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$820.4K
47,595
+224%
增持
DFIV
DIMENSIONAL ETF TRUST
+$808.2K
31,513
+347%
增持
MRK
MERCK & CO INC
+$762.4K
35,192
+14%
清仓
META
META PLATFORMS INC
-$748.4K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$724.1K
23,562
+157%
减持
MSFT
MICROSOFT CORP
+$701.5K
14,035
-1%
减持
EFV
ISHARES TR
-$700.8K
16,942
-46%
增持
OVV
OVINTIV INC
+$669.9K
46,241
+53%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$626.3K
8,307
-55%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$606.8K
23,628
增持
AXP
AMERICAN EXPRESS CO
+$601.7K
17,337
+18%
建仓
DEHP
DIMENSIONAL ETF TRUST
+$569.6K
23,683
减持
CVX
CHEVRON CORP NEW
+$553.5K
9,962
-99%
增持
COP
CONOCOPHILLIPS
+$531.2K
21,924
+25%
增持
SPG
SIMON PPTY GROUP INC NEW
+$485.5K
21,038
+21%
清仓
XSLV
INVESCO EXCH TRADED FD TR II
-$477.3K
0
-100%
增持
MAC
MACERICH CO
+$466.0K
184,022
+21%
建仓
MTUM
ISHARES TR
+$460.3K
3,191
增持
OXY
OCCIDENTAL PETE CORP
+$459.7K
59,823
+22%
增持
APA
APA CORPORATION
+$451.8K
37,893
+62%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$431.8K
7,735
-42%
增持
COWZ
PACER FDS TR
+$425.3K
42,105
+24%
清仓
WY
WEYERHAEUSER CO MTN BE
-$423.9K
0
-100%
减持
IMTM
ISHARES TR
-$396.1K
16,112
-44%
清仓
IDV
ISHARES TR
-$387.8K
0
-100%
减持
GOOG
ALPHABET INC
+$356.2K
21,729
-1%
建仓
IDNA
ISHARES TR
+$335.8K
12,753
减持
BAC
BANK AMERICA CORP
+$334.4K
70,198
-5%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$329.8K
13,070
清仓
DFUS
DIMENSIONAL ETF TRUST
-$317.8K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$313.5K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$304.4K
2,381
-6%
清仓
—
ISHARES INC
-$302.9K
0
-100%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$293.5K
11,419
增持
CALF
PACER FDS TR
+$282.9K
25,685
+28%
减持
DFAE
DIMENSIONAL ETF TRUST
-$282.1K
95,712
-13%
增持
HD
HOME DEPOT INC
+$282.1K
5,001
+17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$280.5K
8,320
+0%
建仓
PG
PROCTER AND GAMBLE CO
+$269.2K
1,774
减持
VTV
VANGUARD INDEX FDS
-$267.1K
34,608
-8%
减持
AMZN
AMAZON COM INC
+$236.2K
8,868
-0%
建仓
LLY
LILLY ELI & CO
+$235.1K
501
增持
EBAY
EBAY INC.
+$222.3K
30,590
+19%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$214.6K
18,860
+10%
建仓
WFC
WELLS FARGO CO NEW
+$207.7K
4,866
减持
PCAR
PACCAR INC
+$185.0K
22,768
-3%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$177.3K
23,993
+13%
减持
NVR
NVR INC
+$171.5K
385
-6%
减持
VTI
VANGUARD INDEX FDS
+$160.1K
11,595
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$147.9K
30,034
-9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$144.7K
9,710
-27%
减持
VBR
VANGUARD INDEX FDS
-$143.3K
3,488
-23%
减持
FTEC
FIDELITY COVINGTON TRUST
-$131.0K
2,715
-36%
减持
GOOGL
ALPHABET INC
+$131.0K
9,697
-2%
增持
AMGN
AMGEN INC
+$127.3K
15,206
+13%
减持
ORCL
ORACLE CORP
+$123.9K
4,813
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$112.9K
41,758
+4%
增持
INTC
INTEL CORP
+$111.5K
22,823
+14%
减持
XLV
SELECT SECTOR SPDR TR
-$99.5K
4,697
-16%
增持
TGT
TARGET CORP
-$98.6K
12,249
+18%
减持
JNJ
JOHNSON & JOHNSON
+$97.2K
10,225
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
+$87.3K
5,484
-1%
减持
CACC
CREDIT ACCEP CORP MICH
+$79.1K
1,240
-3%
增持
BX
BLACKSTONE INC
+$79.0K
14,182
+1%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$69.1K
21,535
-6%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$67.0K
22,184
+18%
增持
XLE
SELECT SECTOR SPDR TR
+$66.3K
4,384
+25%
减持
TM
TOYOTA MOTOR CORP
+$59.4K
3,297
-1%
减持
MCK
MCKESSON CORP
+$55.1K
909
-3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$51.5K
67,104
+1%
减持
SCHW
SCHWAB CHARLES CORP
+$46.4K
11,336
-0%
增持
QCOM
QUALCOMM INC
+$44.8K
16,012
+10%
增持
PFE
PFIZER INC
+$43.8K
25,608
+17%
增持
COST
COSTCO WHSL CORP NEW
+$39.7K
896
+1%
减持
PFF
ISHARES TR
-$38.9K
17,100
-6%
增持
XLF
SELECT SECTOR SPDR TR
+$34.9K
11,415
+5%
减持
PYPL
PAYPAL HLDGS INC
-$33.8K
3,297
-1%
减持
DIS
DISNEY WALT CO
-$32.3K
2,881
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$32.2K
2,981
-18%
增持
MA
MASTERCARD INCORPORATED
+$29.7K
938
+0%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$29.4K
10,278
+14%
减持
QQQ
INVESCO QQQ TR
+$27.8K
957
-6%
减持
KO
COCA COLA CO
-$27.6K
8,605
-2%
减持
MKL
MARKEL GROUP INC
+$27.2K
269
-0%
增持
—
ACCENTURE PLC IRELAND
+$26.7K
1,065
+1%
减持
MCD
MCDONALDS CORP
+$23.9K
1,286
-0%
增持
CSCO
CISCO SYS INC
+$23.3K
36,382
+2%
减持
V
VISA INC
+$21.1K
6,975
-4%
增持
UPS
UNITED PARCEL SERVICE INC
-$20.6K
1,717
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$19.1K
3,418
-2%
减持
IVV
ISHARES TR
+$18.2K
928
-4%
减持
VOO
VANGUARD INDEX FDS
+$16.0K
814
-3%
减持
XLP
SELECT SECTOR SPDR TR
-$16.0K
5,726
-3%
增持
—
EXXON MOBIL CORP
+$15.0K
7,859
+4%
减持
FDX
FEDEX CORP
-$14.7K
1,617
-11%
减持
VB
VANGUARD INDEX FDS
+$14.3K
1,756
-1%
减持
MMM
3M CO
-$14.0K
2,513
-1%
增持
DPZ
DOMINOS PIZZA INC
+$12.9K
696
+4%
减持
SPDW
SPDR INDEX SHS FDS
-$12.1K
7,815
-6%
减持
ARTY
ISHARES TR
+$11.5K
12,439
-2%
增持
GLD
SPDR GOLD TR
-$10.7K
3,484
+1%
增持
T
AT&T INC
+$10.5K
15,686
+26%
减持
VOE
VANGUARD INDEX FDS
-$10.4K
2,895
-6%
减持
BA
BOEING CO
-$10.3K
2,569
-1%
减持
WMT
WALMART INC
+$9.7K
1,819
-3%
减持
VNQ
VANGUARD INDEX FDS
-$9.6K
5,267
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$9.0K
8,306
+2%
增持
KMB
KIMBERLY-CLARK CORP
+$8.9K
2,242
+0%
减持
VO
VANGUARD INDEX FDS
+$8.7K
1,309
-1%
增持
MINT
PIMCO ETF TR
+$7.7K
4,657
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
-$6.5K
122,624
+0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$6.5K
1,464
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$5.5K
2,082
-5%
增持
LMT
LOCKHEED MARTIN CORP
-$5.3K
454
+0%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$4.7K
4,962
-0%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$4.6K
8,091
-1%
增持
TAXF
AMERICAN CENTY ETF TR
-$3.9K
13,562
+0%
增持
STIP
ISHARES TR
-$2.5K
6,339
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$374
5,814
+1%
增持
WBD
WARNER BROS DISCOVERY INC
-$205
110,699
+20%
