小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 129 项
建仓 7
增持 49
减持 65
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
SPY
SPDR S&P 500 ETF TR
+$1.7M
3,901
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$1.6M
63,392
增持
COWZ
PACER FDS TR
+$1.5M
75,319
+79%
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。
建仓
DFUS
DIMENSIONAL ETF TRUST
+$1.4M
30,392
清仓
CGSD
CAPITAL GRP FIXED INCM ETF T
-$1.2M
0
-100%
清仓
CALF
PACER FDS TR
-$1.0M
0
-100%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$1.0M
0
-100%
减持
AAPL
APPLE INC
-$780.7K
33,646
-0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$672.9K
75,163
+54%
减持
AMGN
AMGEN INC
+$641.2K
14,947
-2%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$616.8K
86,628
+61%
清仓
ORCL
ORACLE CORP
-$573.2K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
-$511.6K
80,717
-27%
减持
MRK
MERCK & CO INC
-$510.0K
34,490
-2%
减持
AXP
AMERICAN EXPRESS CO
-$509.7K
16,827
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$482.5K
112,911
-8%
减持
DHI
D R HORTON INC
-$478.1K
24,089
-4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$469.4K
46,125
+46%
减持
LEN
LENNAR CORP
-$454.1K
24,974
-4%
减持
MAC
MACERICH CO
-$446.0K
149,213
-19%
减持
VTV
VANGUARD INDEX FDS
-$434.2K
32,506
-6%
增持
BSV
VANGUARD BD INDEX FDS
+$428.4K
19,628
+42%
减持
QUAL
ISHARES TR
-$391.3K
3,530
-44%
减持
USMV
ISHARES TR
-$386.9K
4,670
-52%
减持
OVV
OVINTIV INC
-$372.9K
29,167
-37%
减持
SPG
SIMON PPTY GROUP INC NEW
-$339.4K
19,348
-8%
增持
MSFT
MICROSOFT CORP
-$326.3K
14,103
+0%
减持
TGT
TARGET CORP
-$318.9K
11,728
-4%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$316.8K
36,779
+56%
减持
EFV
ISHARES TR
-$288.6K
11,047
-35%
增持
APA
APA CORPORATION
+$268.2K
38,029
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$262.4K
4,296
-44%
减持
JNJ
JOHNSON & JOHNSON
-$260.2K
9,196
-10%
减持
BAC
BANK AMERICA CORP
-$257.9K
64,138
-9%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$245.1K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$239.3K
10,898
-6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$236.6K
4,851
-42%
减持
GOOG
ALPHABET INC
+$234.8K
21,717
-0%
建仓
UHAL
U HAUL HOLDING COMPANY
+$231.5K
4,242
减持
NVR
NVR INC
-$226.6K
372
-3%
增持
DEHP
DIMENSIONAL ETF TRUST
+$223.5K
34,021
+44%
清仓
PYPL
PAYPAL HLDGS INC
-$220.0K
0
-100%
建仓
HMC
HONDA MOTOR LTD
+$215.4K
6,403
增持
DVN
DEVON ENERGY CORP NEW
+$213.9K
28,364
+20%
清仓
LMT
LOCKHEED MARTIN CORP
-$209.0K
0
-100%
减持
DFAE
DIMENSIONAL ETF TRUST
-$207.9K
90,273
-6%
清仓
WFC
WELLS FARGO CO NEW
-$207.7K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$203.8K
1,266
减持
BX
BLACKSTONE INC
+$194.2K
14,119
-0%
减持
IMTM
ISHARES TR
-$190.7K
10,934
-32%
增持
MTUM
ISHARES TR
+$184.4K
4,615
+45%
减持
VTIP
VANGUARD MALVERN FDS
-$180.1K
26,314
-12%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$158.1K
21,109
+12%
减持
OXY
OCCIDENTAL PETE CORP
+$156.7K
56,633
-5%
减持
EBAY
EBAY INC.
-$148.7K
27,634
-10%
减持
QCOM
QUALCOMM INC
-$147.8K
15,832
-1%
增持
GOOGL
ALPHABET INC
+$133.6K
9,891
+2%
减持
VBR
VANGUARD INDEX FDS
-$131.0K
2,795
-20%
减持
COP
CONOCOPHILLIPS
+$128.7K
20,036
-9%
减持
CACC
CREDIT ACCEP CORP MICH
-$125.5K
1,096
-12%
增持
CVX
CHEVRON CORP NEW
+$125.5K
10,041
+1%
减持
PFE
PFIZER INC
-$121.6K
24,653
-4%
减持
FTEC
FIDELITY COVINGTON TRUST
-$120.1K
1,908
-30%
增持
DFSV
DIMENSIONAL ETF TRUST
+$105.0K
15,724
+38%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$99.8K
17,535
+34%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$96.4K
7,615
-22%
减持
XLK
SELECT SECTOR SPDR TR
-$90.3K
2,611
-12%
增持
—
EXXON MOBIL CORP
+$87.1K
7,909
+1%
增持
CSCO
CISCO SYS INC
+$84.5K
36,587
+1%
减持
IDNA
ISHARES TR
-$80.0K
10,072
-21%
减持
HD
HOME DEPOT INC
-$78.8K
4,881
-2%
减持
VO
VANGUARD INDEX FDS
-$73.5K
1,031
-21%
增持
XLE
SELECT SECTOR SPDR TR
+$71.7K
4,730
+8%
增持
TM
TOYOTA MOTOR CORP
+$68.4K
3,329
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
-$67.5K
67,628
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.3K
8,277
-1%
减持
XLV
SELECT SECTOR SPDR TR
-$61.7K
4,363
-7%
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$61.3K
22,717
-5%
减持
VOE
VANGUARD INDEX FDS
-$59.9K
2,601
-10%
减持
AMZN
AMAZON COM INC
-$56.4K
8,650
-2%
减持
PFF
ISHARES TR
-$53.2K
15,779
-8%
减持
BA
BOEING CO
-$51.0K
2,564
-0%
减持
INTC
INTEL CORP
+$45.9K
22,758
-0%
减持
ARTY
ISHARES TR
-$43.8K
12,023
-3%
增持
MKL
MARKEL GROUP INC
+$43.2K
282
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$42.1K
1,705
-1%
减持
KO
COCA COLA CO
-$40.4K
8,534
-1%
减持
TAXF
AMERICAN CENTY ETF TR
-$39.0K
13,328
-2%
减持
VB
VANGUARD INDEX FDS
-$39.0K
1,641
-7%
减持
MRVL
MARVELL TECHNOLOGY INC
-$38.5K
5,346
-3%
增持
KMB
KIMBERLY-CLARK CORP
-$38.3K
2,244
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$38.2K
10,449
-8%
增持
MINT
PIMCO ETF TR
+$37.9K
5,017
+8%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$35.9K
24,638
+11%
减持
JPM
JPMORGAN CHASE & CO
-$35.1K
21,907
-1%
增持
V
VISA INC
-$34.3K
7,052
+1%
增持
COST
COSTCO WHSL CORP NEW
+$33.9K
914
+2%
减持
LLY
ELI LILLY & CO
+$32.3K
498
-1%
增持
DPZ
DOMINOS PIZZA INC
+$31.0K
701
+1%
增持
FDX
FEDEX CORP
+$29.7K
1,625
+0%
减持
DIS
DISNEY WALT CO
-$29.5K
2,809
-2%
增持
GLD
SPDR GOLD TR
-$23.4K
3,486
+0%
增持
XLP
SELECT SECTOR SPDR TR
-$22.3K
5,847
+2%
减持
IVV
ISHARES TR
-$21.5K
913
-2%
减持
NVDA
NVIDIA CORPORATION
+$20.8K
2,363
-1%
减持
MMM
3M CO
-$20.5K
2,469
-2%
增持
MA
MASTERCARD INCORPORATED
+$20.4K
984
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$16.7K
43,724
+5%
增持
VZ
VERIZON COMMUNICATIONS INC
-$15.5K
9,053
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$15.2K
3,794
+11%
增持
VNQ
VANGUARD INDEX FDS
+$14.9K
6,015
+14%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$14.6K
4,850
-2%
减持
SPDW
SPDR INDEX SHS FDS
-$13.7K
7,758
-1%
增持
VGT
VANGUARD WORLD FDS
-$13.5K
646
+1%
增持
SCHW
SCHWAB CHARLES CORP
-$13.4K
11,459
+1%
增持
T
AT&T INC
-$12.7K
15,812
+1%
减持
STIP
ISHARES TR
-$10.9K
6,271
-1%
增持
VOO
VANGUARD INDEX FDS
-$10.8K
816
+0%
增持
—
ACCENTURE PLC IRELAND
+$8.7K
1,099
+3%
增持
MCK
MCKESSON CORP
+$7.4K
910
+0%
增持
PG
PROCTER AND GAMBLE CO
-$7.2K
1,797
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$7.1K
5,866
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$5.4K
2,161
+4%
增持
JPEM
J P MORGAN EXCHANGE TRADED F
+$2.4K
8,159
+1%
增持
MCD
MCDONALDS CORP
+$1.7K
1,464
+14%
减持
WMT
WALMART INC
-$696
1,783
-2%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$404
21,753
+1%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$201
10,497
+2%
建仓
ALTO
ALTO INGREDIENTS INC
+$0
1,200,000
