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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 144 项
建仓 10
增持 67
减持 65
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$979.5K
3,367
+105%
减持
NVDA
NVIDIA CORPORATION
+$945.2K
2,316
-0%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$901.3K
34,675
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。
减持
WBD
WARNER BROS DISCOVERY INC
-$849.0K
25,671
-73%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$795.8K
40,500
+265%
减持
MRK
MERCK & CO INC
+$756.7K
34,270
-1%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$737.4K
149,033
+30%
增持
MSFT
MICROSOFT CORP
+$689.9K
14,232
+1%
增持
AAPL
APPLE INC
-$661.4K
34,187
+1%
减持
JPM
JPMORGAN CHASE & CO
+$658.5K
21,968
-0%
减持
AXP
AMERICAN EXPRESS CO
+$640.7K
16,543
-1%
建仓
CVE
CENOVUS ENERGY INC
+$580.2K
29,023
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$528.7K
8,431
-0%
减持
PCAR
PACCAR INC
+$509.3K
22,057
-3%
减持
LEN
LENNAR CORP
+$497.8K
22,705
-1%
增持
COWZ
PACER FDS TR
+$452.2K
51,705
+5%
减持
CASH
PATHWARD FINANCIAL INC
+$442.4K
3,430
-1%
清仓
FDX
FEDEX CORP
-$413.0K
0
-100%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$411.0K
86,611
+8%
增持
OVV
OVINTIV INC
+$352.2K
43,189
+0%
减持
TGT
TARGET CORP
+$340.9K
11,247
-3%
减持
QCOM
QUALCOMM INC
+$337.3K
15,314
-2%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$331.1K
12,259
增持
APA
APA CORPORATION
+$306.6K
43,354
+31%
增持
DFUS
DIMENSIONAL ETF TRUST
+$296.2K
34,516
+7%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$292.5K
98,254
+5%
减持
MAC
MACERICH CO
+$283.0K
164,096
-0%
增持
OXY
OCCIDENTAL PETE CORP
+$277.7K
50,256
+0%
增持
SPG
SIMON PPTY GROUP INC NEW
+$274.6K
19,804
+0%
减持
BAC
BANK AMERICA CORP
+$270.6K
70,804
-1%
建仓
DIS
DISNEY WALT CO
+$263.6K
2,154
增持
AMZN
AMAZON COM INC
+$259.1K
9,074
+0%
减持
EBAY
EBAY INC.
+$257.3K
28,741
-0%
建仓
—
ARISTA NETWORKS INC
+$241.6K
833
减持
VTI
VANGUARD INDEX FDS
+$239.4K
10,817
-0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$238.4K
1,321
减持
DVN
DEVON ENERGY CORP NEW
-$233.8K
23,016
-25%
增持
BA
BOEING CO
-$231.2K
3,490
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$229.5K
9,974
建仓
FTNT
FORTINET INC
+$226.1K
3,310
减持
TM
TOYOTA MOTOR CORP
+$219.9K
3,262
-0%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$210.6K
41,886
+8%
减持
GOOG
ALPHABET INC
+$209.2K
21,413
-1%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$207.6K
7,130
清仓
—
BLACKROCK INC
-$202.1K
0
-100%
增持
CACC
CREDIT ACCEP CORP MICH
+$193.3K
1,497
+26%
增持
DFIV
DIMENSIONAL ETF TRUST
+$192.4K
49,480
+5%
增持
MTUM
ISHARES TR
+$189.7K
5,095
+5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$183.7K
4,286
+12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$180.9K
51,026
+3%
减持
HD
HOME DEPOT INC
+$169.6K
4,869
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$154.6K
104,298
-3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$148.7K
22,145
+4%
减持
INTC
INTEL CORP
-$145.5K
20,718
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$144.9K
9,538
+33%
增持
V
VISA INC
+$139.2K
7,227
+0%
减持
NVR
NVR INC
+$133.6K
338
-9%
减持
—
EXXON MOBIL CORP
+$124.5K
8,071
-1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$123.9K
16,317
+21%
减持
COP
CONOCOPHILLIPS
+$119.0K
16,732
-3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$108.7K
67,249
+0%
增持
VV
VANGUARD INDEX FDS
+$105.8K
4,731
+0%
减持
CSCO
CISCO SYS INC
-$105.0K
34,964
-5%
减持
COST
COSTCO WHSL CORP NEW
+$101.7K
1,556
-1%
增持
CVX
CHEVRON CORP NEW
+$97.1K
10,777
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$95.7K
19,392
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$92.8K
28,906
-4%
减持
ORCL
ORACLE CORP
+$92.8K
4,758
-1%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$85.8K
22,931
+0%
减持
GOOGL
ALPHABET INC
+$84.9K
9,829
-2%
增持
MA
MASTERCARD INCORPORATED
+$83.1K
1,080
+5%
增持
XLE
SELECT SECTOR SPDR TR
+$77.6K
5,148
+6%
增持
MRVL
MARVELL TECHNOLOGY INC
+$64.2K
5,391
+2%
减持
MCK
MCKESSON CORP
+$63.6K
904
-1%
增持
TSLA
TESLA INC
-$63.3K
1,906
+19%
减持
LLY
ELI LILLY & CO
+$60.1K
498
-11%
增持
DFAR
DIMENSIONAL ETF TRUST
+$59.2K
17,583
+9%
增持
DEHP
DIMENSIONAL ETF TRUST
+$58.2K
38,956
+4%
减持
DHI
D R HORTON INC
+$57.4K
20,436
-6%
增持
DFAE
DIMENSIONAL ETF TRUST
+$55.8K
87,498
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$55.1K
6,163
-19%
减持
DPZ
DOMINOS PIZZA INC
+$52.2K
646
-1%
减持
PFE
PFIZER INC
-$50.3K
8,611
-14%
减持
ALL
ALLSTATE CORP
+$49.7K
1,658
-2%
增持
AMGN
AMGEN INC
-$49.5K
14,229
+0%
减持
XLV
SELECT SECTOR SPDR TR
+$48.5K
4,318
-0%
减持
QUAL
ISHARES TR
+$48.0K
3,115
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$45.9K
8,306
+3%
增持
UHAL
U HAUL HOLDING COMPANY
+$45.1K
4,259
+26%
减持
MINT
PIMCO ETF TR
-$45.0K
5,650
-8%
增持
BND
VANGUARD BD INDEX FDS
-$44.3K
51,690
+0%
增持
FCX
FREEPORT-MCMORAN INC
+$44.1K
5,543
+9%
增持
SCHW
SCHWAB CHARLES CORP
+$43.9K
11,553
+0%
减持
GLD
SPDR GOLD TR
+$43.0K
3,443
-1%
减持
XLF
SELECT SECTOR SPDR TR
+$42.3K
10,328
-1%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$39.6K
7,184
-11%
增持
WMT
WALMART INC
+$38.9K
5,324
+198%
增持
KO
COCA COLA CO
+$37.0K
9,000
+3%
减持
VO
VANGUARD INDEX FDS
+$35.0K
2,249
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$34.9K
2,949
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$34.9K
5,377
+3%
减持
VTV
VANGUARD INDEX FDS
+$33.8K
30,167
-8%
增持
XLP
SELECT SECTOR SPDR TR
+$33.0K
6,321
+1%
减持
QQQ
INVESCO QQQ TR
+$30.7K
1,198
-2%
增持
VOE
VANGUARD INDEX FDS
+$29.3K
2,612
+0%
减持
HMC
HONDA MOTOR LTD
+$29.1K
6,408
-5%
减持
XLK
SELECT SECTOR SPDR TR
+$28.7K
2,514
-2%
减持
IVV
ISHARES TR
+$27.7K
855
-3%
增持
VGT
VANGUARD WORLD FD
+$26.9K
658
+0%
减持
VBR
VANGUARD INDEX FDS
+$26.3K
2,545
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$25.7K
6,283
+3%
减持
IDNA
ISHARES TR
-$25.5K
8,427
-10%
减持
VOO
VANGUARD INDEX FDS
+$24.9K
1,062
-4%
增持
USMV
ISHARES TR
+$24.2K
4,246
+0%
减持
WAL
WESTERN ALLIANCE BANCORP
-$22.8K
9,635
-1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$22.1K
1,744
+0%
减持
VB
VANGUARD INDEX FDS
+$22.1K
1,964
-2%
减持
CALF
PACER FDS TR
+$20.5K
26,796
-1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$20.0K
4,840
+2%
增持
NKE
NIKE INC
-$20.0K
2,248
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$17.9K
2,255
+0%
减持
ARTY
ISHARES TR
-$16.6K
10,492
-4%
增持
XLY
SELECT SECTOR SPDR TR
+$15.6K
1,388
+4%
减持
BX
BLACKSTONE INC
-$14.0K
13,515
-1%
增持
JNJ
JOHNSON & JOHNSON
+$14.0K
8,942
+0%
减持
PG
PROCTER AND GAMBLE CO
+$13.7K
1,716
-5%
减持
MMM
3M CO
-$12.5K
2,432
-2%
减持
MKL
MARKEL GROUP INC
+$12.1K
273
-4%
减持
PFF
ISHARES TR
+$11.7K
15,702
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$11.7K
1,418
-2%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$10.6K
21,800
+1%
减持
STIP
ISHARES TR
-$10.5K
5,329
-3%
减持
VTIP
VANGUARD MALVERN FDS
+$8.9K
34,327
-0%
增持
VNQ
VANGUARD INDEX FDS
-$8.6K
6,104
+1%
减持
T
AT&T INC
+$7.4K
13,875
-2%
增持
—
ACCENTURE PLC IRELAND
+$6.3K
1,241
+3%
增持
UPS
UNITED PARCEL SERVICE INC
-$6.0K
1,802
+3%
减持
SPDW
SPDR INDEX SHS FDS
+$4.3K
8,445
-4%
增持
MCD
MCDONALDS CORP
+$2.4K
1,673
+6%
增持
TAXF
AMERICAN CENTY ETF TR
-$2.4K
13,513
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$2.3K
49,225
+0%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$1.4K
1,475
+2%
建仓
NXE
NEXGEN ENERGY LTD
+$721
11,667
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$464
95,701
+0%
