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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 144 项
建仓 11
增持 58
减持 66
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
4,771
+463%
建仓
META
META PLATFORMS INC
+$2.0M
3,426
清仓
CASH
PATHWARD FINANCIAL INC
-$2.0M
0
-100%
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。
清仓
DEHP
DIMENSIONAL ETF TRUST
-$1.4M
0
-100%
减持
LEN
LENNAR CORP
-$1.3M
20,357
-7%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$1.3M
49,183
清仓
CALF
PACER FDS TR
-$1.2M
0
-100%
减持
DHI
D R HORTON INC
-$1.2M
17,926
-7%
增持
COWZ
PACER FDS TR
+$1.1M
91,178
+43%
建仓
UHAL/B
U HAUL HOLDING COMPANY
+$1.1M
16,470
减持
DVN
DEVON ENERGY CORP NEW
-$1.0M
17,546
-57%
减持
AMGN
AMGEN INC
-$1.0M
14,253
-3%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$962.4K
30,437
清仓
DGS
WISDOMTREE TR
-$890.7K
0
-100%
建仓
DEM
WISDOMTREE TR
+$809.0K
16,537
减持
OVV
OVINTIV INC
-$791.4K
22,973
-49%
清仓
DFAR
DIMENSIONAL ETF TRUST
-$730.5K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$668.6K
24,544
-11%
建仓
ULTA
ULTA BEAUTY INC
+$652.0K
1,499
减持
NVR
NVR INC
-$563.4K
309
-2%
减持
AAPL
APPLE INC
+$531.2K
33,102
-1%
增持
NVDA
NVIDIA CORPORATION
+$513.0K
23,213
+8%
减持
GOOG
ALPHABET INC
+$472.6K
20,753
-0%
建仓
FDX
FEDEX CORP
+$460.8K
1,638
减持
BND
VANGUARD BD INDEX FDS
-$386.7K
16,107
-22%
减持
AMZN
AMAZON COM INC
+$326.1K
10,021
-0%
减持
COP
CONOCOPHILLIPS
-$316.9K
14,557
-13%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$316.3K
8,853
-7%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$315.0K
79,615
+23%
减持
TGT
TARGET CORP
-$299.1K
10,621
-5%
减持
CVE
CENOVUS ENERGY INC
-$295.8K
69,796
-14%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$287.2K
57,409
-0%
减持
QCOM
QUALCOMM INC
-$275.4K
13,470
-2%
减持
AXP
AMERICAN EXPRESS CO
+$269.0K
13,684
-2%
增持
CSCO
CISCO SYS INC
+$267.9K
35,181
+3%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$257.0K
107,940
-0%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$256.3K
8,648
增持
BX
BLACKSTONE INC
+$253.4K
12,889
+0%
减持
V
VISA INC
+$246.8K
6,104
-0%
增持
MRK
MERCK & CO INC
-$238.2K
34,328
+7%
减持
TSLA
TESLA INC
+$236.5K
1,781
-3%
清仓
PFE
PFIZER INC
-$226.7K
0
-100%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$219.2K
72,934
+15%
减持
MAC
MACERICH CO
+$215.2K
151,890
-1%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$211.1K
1,709
建仓
SRE
SEMPRA
+$209.1K
2,384
清仓
LMT
LOCKHEED MARTIN CORP
-$209.1K
0
-100%
建仓
MPLX
MPLX LP
+$208.8K
4,363
清仓
SDY
SPDR SER TR
-$204.5K
0
-100%
减持
GOOGL
ALPHABET INC
+$198.5K
8,697
-0%
减持
PCAR
PACCAR INC
-$197.2K
16,222
-15%
增持
MRVL
MARVELL TECHNOLOGY INC
+$185.1K
4,655
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$176.6K
7,959
-3%
增持
DFAE
DIMENSIONAL ETF TRUST
-$166.9K
84,960
+0%
减持
JNJ
JOHNSON & JOHNSON
-$165.6K
6,254
-5%
增持
DFAI
DIMENSIONAL ETF TRUST
-$158.0K
68,518
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$154.0K
15,360
-15%
减持
BAC
BANK AMERICA CORP
+$151.4K
67,672
-5%
减持
APA
APA CORPORATION
-$149.2K
62,054
-4%
增持
DIS
DISNEY WALT CO
+$136.1K
3,585
+31%
减持
MSFT
MICROSOFT CORP
-$135.3K
13,919
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$133.5K
14,967
+19%
减持
DFIV
DIMENSIONAL ETF TRUST
-$124.9K
46,247
-0%
减持
EBAY
EBAY INC.
-$117.2K
26,722
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$116.3K
3,628
+5%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$112.5K
116,407
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$109.5K
11,648
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$97.5K
131,513
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$92.5K
19,354
-10%
减持
INTC
INTEL CORP
-$91.9K
16,292
-9%
增持
XLE
SELECT SECTOR SPDR TR
+$89.4K
5,478
+27%
减持
LLY
ELI LILLY & CO
-$89.2K
372
-12%
增持
WMT
WALMART INC
+$83.4K
6,460
+4%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$83.4K
218,427
+2%
增持
BA
BOEING CO
+$73.9K
2,949
+0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$66.1K
48,373
-0%
增持
—
EXXON MOBIL CORP
-$66.0K
8,261
+1%
增持
KO
COCA COLA CO
-$63.0K
6,623
+0%
减持
FTNT
FORTINET INC
+$57.2K
3,386
-0%
减持
CGGR
CAPITAL GROUP GROWTH ETF
+$52.2K
24,923
-1%
增持
—
ARISTA NETWORKS INC
+$52.0K
2,936
+314%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$48.8K
171,815
+2%
增持
BSV
VANGUARD BD INDEX FDS
-$48.8K
41,516
+0%
减持
COST
COSTCO WHSL CORP NEW
+$47.9K
1,641
-0%
增持
MINT
PIMCO ETF TR
+$47.6K
8,003
+7%
增持
PYLD
PIMCO ETF TR
+$46.2K
12,100
+21%
减持
BILZ
PIMCO ETF TR
-$46.0K
5,102
-8%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$45.2K
5,979
-5%
减持
WAL
WESTERN ALLIANCE BANCORP
-$45.1K
9,563
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$44.5K
2,172
+64%
减持
UHAL
U HAUL HOLDING COMPANY
-$43.6K
4,311
-2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$42.6K
61,145
+0%
增持
TM
TOYOTA MOTOR CORP
+$42.2K
2,617
+0%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$38.4K
21,936
-2%
增持
VV
VANGUARD INDEX FDS
+$38.3K
4,777
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$36.4K
50,550
+3%
增持
XLV
SELECT SECTOR SPDR TR
-$35.4K
2,209
+0%
减持
MCK
MCKESSON CORP
+$33.6K
818
-7%
减持
VNQ
VANGUARD INDEX FDS
-$33.4K
2,479
-5%
增持
MA
MASTERCARD INCORPORATED
+$32.5K
835
+1%
减持
AFL
AFLAC INC
-$30.1K
1,949
-6%
减持
CVX
CHEVRON CORP NEW
-$29.3K
10,963
-0%
减持
GLD
SPDR GOLD TR
-$27.4K
3,295
-3%
减持
ORCL
ORACLE CORP
-$26.9K
4,613
-1%
减持
TAXF
AMERICAN CENTY ETF TR
-$25.7K
10,875
-2%
减持
MTUM
ISHARES TR
+$25.2K
6,876
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$25.1K
3,120
-8%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$24.4K
1,315
-8%
增持
QQQ
INVESCO QQQ TR
+$24.2K
1,027
+0%
减持
MTB
M & T BK CORP
+$23.8K
3,556
-2%
减持
MKL
MARKEL GROUP INC
+$23.7K
160
-1%
增持
OXY
OCCIDENTAL PETE CORP
-$23.1K
50,610
+3%
减持
—
ACCENTURE PLC IRELAND
-$21.7K
1,152
-5%
减持
FITB
FIFTH THIRD BANCORP
-$21.2K
15,765
-2%
增持
VGT
VANGUARD WORLD FD
+$21.0K
582
+0%
增持
T
AT&T INC
+$20.9K
11,705
+5%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$20.1K
20,157
+7%
减持
IMTM
ISHARES TR
-$19.7K
6,355
-0%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$19.2K
9,858
+6%
增持
XLK
SELECT SECTOR SPDR TR
+$17.2K
2,485
+0%
减持
SPG
SIMON PPTY GROUP INC NEW
+$16.4K
19,335
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$15.6K
1,784
+1%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$15.6K
21,527
+1%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$15.2K
11,837
-3%
增持
VOO
VANGUARD INDEX FDS
+$15.1K
1,057
+1%
减持
XLF
SELECT SECTOR SPDR TR
+$14.7K
9,679
-3%
增持
XLP
SELECT SECTOR SPDR TR
-$13.2K
3,612
+1%
增持
VOT
VANGUARD INDEX FDS
+$13.1K
1,080
+1%
减持
STIP
ISHARES TR
-$12.9K
5,133
-2%
减持
PYPL
PAYPAL HLDGS INC
+$11.5K
2,636
-4%
减持
CACC
CREDIT ACCEP CORP MICH
-$9.0K
1,373
-7%
增持
SCHD
SCHWAB STRATEGIC TR
-$8.1K
7,935
+198%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$7.5K
2,076
+0%
增持
MCD
MCDONALDS CORP
-$7.0K
2,422
+4%
增持
VB
VANGUARD INDEX FDS
+$6.6K
1,938
+0%
增持
SCHJ
SCHWAB STRATEGIC TR
-$6.0K
13,870
+100%
增持
HD
HOME DEPOT INC
-$5.8K
5,049
+4%
增持
XLU
SELECT SECTOR SPDR TR
-$5.8K
3,274
+4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.9K
5,189
+0%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
-$4.8K
9,706
+5%
增持
ALL
ALLSTATE CORP
+$4.5K
1,250
+0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$2.9K
1,364
-2%
增持
VO
VANGUARD INDEX FDS
+$2.0K
2,064
+0%
清仓
BNTX
BIONTECH SE
-$7
0
-100%
