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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 144 项
建仓 3
增持 67
减持 70
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$2.0M
5,069
-77%
增持
AAPL
APPLE INC
+$1.4M
34,265
+0%
建仓
DGS
WISDOMTREE TR
+$974.2K
18,939
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
SPY
SPDR S&P 500 ETF TR
-$813.5K
1,741
-48%
增持
NVDA
NVIDIA CORPORATION
+$811.0K
23,503
+915%
减持
DHI
D R HORTON INC
-$604.1K
19,574
-4%
减持
LEN
LENNAR CORP
-$589.7K
22,120
-3%
减持
PCAR
PACCAR INC
-$568.6K
21,022
-5%
增持
CVE
CENOVUS ENERGY INC
+$566.8K
58,342
+101%
减持
GOOG
ALPHABET INC
+$558.2K
20,818
-3%
减持
AXP
AMERICAN EXPRESS CO
-$496.3K
14,124
-15%
减持
VTV
VANGUARD INDEX FDS
-$466.9K
27,717
-8%
减持
MAC
MACERICH CO
-$461.6K
153,223
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$436.3K
60,629
+19%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$415.1K
114,623
+17%
增持
DVN
DEVON ENERGY CORP NEW
+$414.3K
33,105
+44%
增持
AMGN
AMGEN INC
+$413.7K
14,272
+0%
增持
MSFT
MICROSOFT CORP
+$406.9K
14,307
+1%
减持
MRK
MERCK & CO INC
-$393.9K
33,344
-3%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$380.7K
49,653
+43%
增持
DEHP
DIMENSIONAL ETF TRUST
+$368.7K
50,944
+31%
减持
NVR
NVR INC
-$355.0K
314
-7%
减持
JNJ
JOHNSON & JOHNSON
-$351.2K
7,275
-19%
减持
TGT
TARGET CORP
-$329.0K
11,240
-0%
减持
INTC
INTEL CORP
-$302.5K
19,779
-5%
减持
GOOGL
ALPHABET INC
+$290.2K
9,737
-1%
清仓
FCX
FREEPORT-MCMORAN INC
-$260.6K
0
-100%
建仓
VOT
VANGUARD INDEX FDS
+$259.2K
1,129
增持
COST
COSTCO WHSL CORP NEW
+$252.4K
1,638
+5%
减持
QCOM
QUALCOMM INC
+$249.5K
14,269
-7%
清仓
HMC
HONDA MOTOR LTD
-$238.6K
0
-100%
减持
OVV
OVINTIV INC
-$219.3K
43,145
-0%
减持
COP
CONOCOPHILLIPS
-$218.3K
16,711
-0%
清仓
NKE
NIKE INC
-$211.3K
0
-100%
建仓
IYR
ISHARES TR
+$207.3K
2,363
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$178.7K
4,383
+2%
增持
COWZ
PACER FDS TR
-$171.4K
51,994
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$171.4K
107,652
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$165.9K
90,327
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$165.6K
3,445
-36%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$162.9K
8,315
-1%
增持
AMZN
AMAZON COM INC
+$157.9K
9,287
+2%
增持
BAC
BANK AMERICA CORP
+$142.6K
71,097
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$134.8K
30,653
+6%
增持
DFUS
DIMENSIONAL ETF TRUST
+$132.4K
35,669
+3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$132.0K
44,564
+6%
减持
TAXF
AMERICAN CENTY ETF TR
-$128.1K
11,020
-18%
减持
BND
VANGUARD BD INDEX FDS
-$126.2K
50,354
-3%
增持
TM
TOYOTA MOTOR CORP
-$119.2K
3,424
+5%
减持
CSCO
CISCO SYS INC
-$116.8K
34,272
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$106.5K
19,714
-0%
减持
OXY
OCCIDENTAL PETE CORP
-$104.5K
50,161
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$103.1K
35,991
+5%
增持
BX
BLACKSTONE INC
-$99.7K
13,536
+0%
减持
MINT
PIMCO ETF TR
-$95.9K
4,691
-17%
减持
IMTM
ISHARES TR
-$85.8K
7,518
-22%
增持
V
VISA INC
-$84.1K
7,364
+2%
增持
CALF
PACER FDS TR
-$75.7K
28,504
+6%
减持
VTI
VANGUARD INDEX FDS
+$72.2K
10,779
-0%
减持
ORCL
ORACLE CORP
+$71.7K
4,741
-0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$68.6K
48,341
-2%
增持
MTUM
ISHARES TR
+$67.2K
5,243
+3%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$66.5K
98,262
+3%
减持
CACC
CREDIT ACCEP CORP MICH
-$65.0K
1,478
-1%
减持
USMV
ISHARES TR
-$62.8K
3,479
-18%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$59.8K
3,988
-18%
减持
CASH
PATHWARD FINANCIAL INC
+$59.6K
3,422
-0%
增持
QQQ
INVESCO QQQ TR
+$59.1K
1,234
+3%
增持
—
ARISTA NETWORKS INC
+$58.8K
857
+3%
减持
XLV
SELECT SECTOR SPDR TR
-$54.4K
4,003
-7%
增持
DFAT
DIMENSIONAL ETF TRUST
+$53.4K
11,039
+16%
减持
DIS
DISNEY WALT CO
-$51.7K
2,134
-1%
增持
—
ACCENTURE PLC IRELAND
-$50.2K
1,252
+1%
减持
BA
BOEING CO
-$49.4K
3,429
-2%
减持
LLY
ELI LILLY & CO
+$48.4K
481
-3%
增持
WMT
WALMART INC
+$46.6K
5,419
+2%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$45.1K
10,652
-13%
减持
XLK
SELECT SECTOR SPDR TR
+$44.5K
2,511
-0%
增持
IVV
ISHARES TR
+$44.1K
902
+5%
减持
TSLA
TESLA INC
+$40.5K
1,898
-0%
增持
APA
APA CORPORATION
+$38.0K
51,919
+20%
减持
VNQ
VANGUARD INDEX FDS
-$37.7K
5,852
-4%
减持
PFF
ISHARES TR
-$35.8K
14,907
-5%
增持
DFIV
DIMENSIONAL ETF TRUST
-$34.8K
49,629
+0%
减持
WBD
WARNER BROS DISCOVERY INC
-$34.5K
25,481
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$31.3K
10,297
+3%
减持
EBAY
EBAY INC.
-$31.1K
27,659
-4%
减持
UHAL
U HAUL HOLDING COMPANY
-$30.0K
4,174
-2%
减持
MCK
MCKESSON CORP
+$28.7K
880
-3%
减持
DFAE
DIMENSIONAL ETF TRUST
+$26.8K
84,645
-3%
减持
FTEC
FIDELITY COVINGTON TRUST
+$25.8K
1,735
-1%
增持
VOO
VANGUARD INDEX FDS
+$25.1K
1,071
+1%
减持
VBR
VANGUARD INDEX FDS
-$25.1K
2,538
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$24.3K
6,410
+2%
减持
SPDW
SPDR INDEX SHS FDS
-$24.0K
7,944
-6%
减持
VB
VANGUARD INDEX FDS
-$24.0K
1,949
-1%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$23.9K
149,570
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
-$23.1K
67,716
+1%
减持
VO
VANGUARD INDEX FDS
-$23.0K
2,226
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$21.7K
1,336
+1%
减持
GLD
SPDR GOLD TR
+$21.7K
3,395
-1%
增持
MTB
M & T BK CORP
+$21.5K
3,613
+0%
减持
QUAL
ISHARES TR
-$21.4K
2,873
-8%
增持
MCD
MCDONALDS CORP
-$20.5K
1,770
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$20.3K
2,257
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$19.9K
6,337
+3%
减持
KO
COCA COLA CO
+$19.8K
8,962
-0%
减持
ARTY
ISHARES TR
-$18.8K
10,294
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$18.5K
11,593
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$18.2K
19,416
+0%
减持
XLF
SELECT SECTOR SPDR TR
-$18.0K
10,143
-2%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$16.1K
6,802
-5%
增持
UPS
UNITED PARCEL SERVICE INC
-$15.8K
1,842
+2%
增持
XLY
SELECT SECTOR SPDR TR
+$15.6K
1,485
+7%
减持
DPZ
DOMINOS PIZZA INC
-$14.2K
594
-8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$14.2K
2,954
+0%
增持
FTNT
FORTINET INC
-$14.1K
3,518
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$14.0K
8,110
-2%
增持
VOE
VANGUARD INDEX FDS
-$13.9K
2,615
+0%
增持
EFV
ISHARES TR
-$13.2K
10,121
+0%
减持
FITB
FIFTH THIRD BANCORP
-$12.3K
16,053
-0%
增持
—
EXXON MOBIL CORP
+$11.8K
8,252
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$11.5K
21,812
-1%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$11.2K
7,358
+3%
增持
WAL
WESTERN ALLIANCE BANCORP
-$10.3K
9,682
+0%
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$9.7K
22,872
-0%
增持
XLE
SELECT SECTOR SPDR TR
-$9.7K
5,225
+1%
增持
PG
PROCTER AND GAMBLE CO
+$9.4K
1,745
+2%
增持
ALL
ALLSTATE CORP
-$9.3K
1,738
+5%
增持
MA
MASTERCARD INCORPORATED
-$9.0K
1,158
+7%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$8.8K
22,056
+1%
减持
MKL
MARKEL GROUP INC
+$8.5K
269
-1%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$7.7K
40,967
+1%
减持
IDNA
ISHARES TR
-$6.5K
8,304
-1%
增持
DFAR
DIMENSIONAL ETF TRUST
+$6.0K
18,597
+6%
减持
T
AT&T INC
+$6.0K
13,090
-6%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$4.9K
15,797
-3%
减持
STIP
ISHARES TR
-$3.9K
5,287
-1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$2.2K
1,671
+13%
增持
PFE
PFIZER INC
+$2.0K
8,613
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
-$1.4K
5,447
+1%
减持
XLP
SELECT SECTOR SPDR TR
+$828
6,314
-0%
清仓
NXE
NEXGEN ENERGY LTD
-$721
0
-100%
增持
CVX
CHEVRON CORP NEW
-$429
10,866
+1%
