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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 76
减持 57
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF TR
-$2.3M
866
-82%
减持
COWZ
PACER FDS TR
-$1.2M
65,556
-28%
建仓
CALF
PACER FDS TR
+$1.2M
31,319
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
AXP
AMERICAN EXPRESS CO
-$949.6K
11,565
-15%
减持
MAC
MACERICH CO
-$887.8K
124,510
-18%
增持
AAPL
APPLE INC
-$857.1K
33,459
+1%
清仓
DEM
WISDOMTREE TR
-$809.0K
0
-100%
减持
LEN
LENNAR CORP
-$804.2K
17,180
-16%
建仓
DGS
WISDOMTREE TR
+$799.1K
16,542
减持
DFAC
DIMENSIONAL ETF TRUST
-$741.2K
6,705
-78%
减持
SPG
SIMON PPTY GROUP INC NEW
-$707.6K
15,788
-18%
增持
GOOG
ALPHABET INC
-$689.3K
20,885
+1%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$670.0K
23,800
减持
NVR
NVR INC
-$614.8K
264
-15%
增持
MSFT
MICROSOFT CORP
-$578.1K
14,089
+1%
减持
MRK
MERCK & CO INC
-$573.5K
31,656
-8%
增持
NVDA
NVIDIA CORPORATION
-$558.7K
23,607
+2%
减持
BAC
BANK AMERICA CORP
-$535.6K
58,437
-14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$523.0K
7,756
-3%
减持
DHI
D R HORTON INC
-$478.0K
15,361
-14%
增持
OVV
OVINTIV INC
+$432.6K
31,845
+39%
减持
BX
BLACKSTONE INC
-$426.1K
12,850
-0%
增持
DVN
DEVON ENERGY CORP NEW
+$411.3K
26,352
+50%
减持
OXY
OCCIDENTAL PETE CORP
-$406.6K
42,425
-16%
减持
TGT
TARGET CORP
-$398.0K
9,944
-6%
减持
AMGN
AMGEN INC
+$397.9K
13,201
-7%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$396.8K
13,261
-40%
减持
HD
HOME DEPOT INC
-$373.2K
4,341
-14%
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$358.0K
15,879
清仓
—
ARISTA NETWORKS INC
-$324.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$302.8K
17,678
-9%
增持
GOOGL
ALPHABET INC
-$298.6K
8,716
+0%
建仓
CGCV
CAPITAL GROUP CONSERVATIVE E
+$262.5K
9,682
增持
CVX
CHEVRON CORP NEW
+$261.7K
11,056
+1%
减持
UHAL/B
U HAUL HOLDING COMPANY
-$246.7K
13,656
-17%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$246.2K
87,498
+10%
建仓
LRCX
LAM RESEARCH CORP
+$236.5K
3,253
建仓
ANET
ARISTA NETWORKS INC
+$234.8K
3,030
清仓
KKR
KKR & CO INC
-$229.8K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
-$225.7K
4,684
+1%
清仓
PYPL
PAYPAL HLDGS INC
-$225.0K
0
-100%
减持
CVE
CENOVUS ENERGY INC
-$221.5K
60,097
-14%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$219.1K
0
-100%
增持
V
VISA INC
+$216.5K
6,122
+0%
建仓
MRP
MILLROSE PPTYS INC
+$214.9K
8,108
减持
DFUS
DIMENSIONAL ETF TRUST
-$211.2K
47,497
-2%
增持
AMZN
AMAZON COM INC
-$210.1K
10,451
+4%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$210.1K
0
-100%
清仓
SRE
SEMPRA
-$209.1K
0
-100%
减持
ULTA
ULTA BEAUTY INC
-$207.3K
1,213
-19%
建仓
NET
CLOUDFLARE INC
+$205.4K
1,823
增持
TSLA
TESLA INC
-$204.8K
1,985
+11%
建仓
—
ASML HOLDING N V
+$200.1K
302
减持
WAL
WESTERN ALLIANCE BANCORP
-$193.8K
7,875
-18%
减持
PCAR
PACCAR INC
-$186.4K
15,416
-5%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$176.6K
223,863
+2%
减持
FITB
FIFTH THIRD BANCORP
-$165.6K
12,779
-19%
减持
EBAY
EBAY INC.
-$165.5K
21,999
-18%
增持
GLD
SPDR GOLD TR
+$163.4K
3,336
+1%
增持
JNJ
JOHNSON & JOHNSON
+$159.8K
6,417
+3%
减持
DFIV
DIMENSIONAL ETF TRUST
+$156.4K
45,660
-1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$155.4K
57,067
-1%
增持
VTI
VANGUARD INDEX FDS
-$152.4K
10,625
+0%
减持
MTB
M & T BK CORP
-$150.0K
2,902
-18%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$149.6K
119,364
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$147.6K
68,791
+0%
增持
APA
APA CORPORATION
+$141.9K
74,915
+21%
增持
ORCL
ORACLE CORP
-$123.3K
4,616
+0%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$122.0K
60,367
-1%
增持
CSCO
CISCO SYS INC
+$107.5K
35,491
+1%
增持
—
EXXON MOBIL CORP
+$106.4K
8,367
+1%
减持
VGT
VANGUARD WORLD FD
-$104.1K
475
-18%
增持
VTV
VANGUARD INDEX FDS
+$102.5K
24,649
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$97.8K
3,727
+3%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$90.9K
12,886
+31%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$85.8K
8,950
+1%
增持
MCD
MCDONALDS CORP
+$76.5K
2,493
+3%
增持
BSV
VANGUARD BD INDEX FDS
+$73.9K
41,924
+1%
减持
MTUM
ISHARES TR
-$69.9K
6,693
-3%
减持
UHAL
U HAUL HOLDING COMPANY
-$67.5K
3,525
-18%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$67.2K
75,342
+3%
减持
MCK
MCKESSON CORP
+$65.2K
789
-4%
减持
FDX
FEDEX CORP
-$64.8K
1,624
-1%
减持
QCOM
QUALCOMM INC
-$64.8K
13,049
-3%
增持
T
AT&T INC
+$64.8K
11,714
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$64.3K
2,487
+0%
增持
KO
COCA COLA CO
+$63.9K
6,650
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$62.1K
25,235
+1%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$61.3K
173,060
+1%
增持
COST
COSTCO WHSL CORP NEW
+$60.6K
1,654
+1%
增持
EFV
ISHARES TR
+$60.4K
9,183
+0%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$60.2K
10,243
+18%
增持
XLE
SELECT SECTOR SPDR TR
+$57.7K
5,639
+3%
增持
VV
VANGUARD INDEX FDS
-$56.2K
4,794
+0%
减持
TM
TOYOTA MOTOR CORP
-$54.0K
2,579
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$53.9K
1,606
+22%
增持
SCHW
SCHWAB CHARLES CORP
+$52.8K
11,687
+0%
减持
BND
VANGUARD BD INDEX FDS
-$48.6K
15,108
-6%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$48.4K
14,442
-6%
减持
VTIP
VANGUARD MALVERN FDS
+$45.9K
49,970
-1%
增持
—
ACCENTURE PLC IRELAND
-$45.4K
1,154
+0%
增持
DIS
DISNEY WALT CO
-$45.0K
3,589
+0%
增持
SCHD
SCHWAB STRATEGIC TR
+$44.8K
9,354
+18%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$41.4K
107,088
-1%
增持
MINT
PIMCO ETF TR
+$41.3K
8,391
+5%
增持
VB
VANGUARD INDEX FDS
-$35.5K
1,940
+0%
增持
DPZ
DOMINOS PIZZA INC
+$33.8K
587
+4%
增持
PYLD
PIMCO ETF TR
+$33.6K
13,177
+9%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$31.7K
130,211
-1%
增持
META
META PLATFORMS INC
-$29.7K
3,428
+0%
减持
CACC
CREDIT ACCEP CORP MICH
-$29.6K
1,191
-13%
增持
MPLX
MPLX LP
+$28.9K
4,441
+2%
增持
VBR
VANGUARD INDEX FDS
-$27.4K
2,324
+0%
增持
FTNT
FORTINET INC
+$25.9K
3,592
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$25.2K
2,228
+0%
增持
AFL
AFLAC INC
+$24.9K
2,036
+4%
增持
VOO
VANGUARD INDEX FDS
-$24.5K
1,061
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$24.3K
9,879
+2%
减持
TAXF
AMERICAN CENTY ETF TR
-$21.8K
10,579
-3%
增持
XLU
SELECT SECTOR SPDR TR
+$21.6K
3,417
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$20.7K
16,581
+11%
增持
XLV
SELECT SECTOR SPDR TR
+$18.9K
2,210
+0%
减持
LLY
ELI LILLY & CO
+$17.9K
369
-1%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$17.3K
3,154
+1%
增持
IMTM
ISHARES TR
+$17.0K
6,376
+0%
增持
UPS
UNITED PARCEL SERVICE INC
-$16.5K
1,895
+6%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$15.4K
10,166
+5%
增持
BA
BOEING CO
-$14.7K
2,974
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$14.4K
3,652
+1%
减持
DFEM
DIMENSIONAL ETF TRUST
+$12.6K
49,158
-0%
减持
STIP
ISHARES TR
+$12.2K
5,109
-0%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$12.1K
11,430
-3%
减持
DFAE
DIMENSIONAL ETF TRUST
-$11.7K
82,799
-3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$11.6K
20,382
+1%
减持
INTC
INTEL CORP
+$11.4K
14,884
-9%
增持
BILZ
PIMCO ETF TR
+$11.2K
5,193
+2%
减持
JPEM
J P MORGAN EXCHANGE TRADED F
-$10.3K
5,688
-5%
增持
VO
VANGUARD INDEX FDS
-$9.9K
2,070
+0%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
-$9.8K
1,770
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.7K
2,638
+21%
增持
PG
PROCTER AND GAMBLE CO
+$6.2K
1,631
+1%
减持
MKL
MARKEL GROUP INC
+$5.8K
151
-6%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
-$4.3K
22,611
+5%
增持
WMT
WALMART INC
+$4.3K
6,697
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.2K
2,081
+0%
减持
MA
MASTERCARD INCORPORATED
+$2.9K
808
-3%
减持
VOE
VANGUARD INDEX FDS
-$2.8K
1,449
-0%
增持
VOT
VANGUARD INDEX FDS
-$2.7K
1,109
+3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.4K
4,422
-0%
减持
ALL
ALLSTATE CORP
-$2.4K
1,152
-8%
