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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 96
减持 41
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$2.0M
15,555
-50%
增持
AAPL
APPLE INC COM
+$1.7M
33,092
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.4M
20,819
+1%
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
BAC
BANK AMERICA CORP COM
-$1.4M
49,893
-41%
增持
NVDA
NVIDIA CORPORATION COM
+$749.4K
24,731
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$638.6K
8,828
+3%
减持
DHI
D R HORTON INC COM
+$574.9K
14,941
-2%
增持
SPY
SPDR S&P 500 ETF TRUST
+$527.4K
1,627
+81%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$522.6K
241,069
+9%
减持
APA
APA CORPORATION COM
+$454.7K
76,101
-0%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$448.3K
116,912
+5%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$443.9K
123,476
+3%
增持
CGSD
CAPITAL GROUP SHORT DURATION INCOME ETF
+$433.0K
185,030
+10%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$431.0K
879
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$413.7K
8,349
+3%
增持
ORCL
ORACLE CORP COM
+$411.6K
5,602
+5%
增持
JPM
JPMORGAN CHASE & CO. COM
+$406.2K
14,965
+1%
增持
CVE
CENOVUS ENERGY INC COM
+$395.0K
111,442
+1%
建仓
CROX
CROCS INC COM
+$390.6K
4,675
增持
MSFT
MICROSOFT CORP COM
+$384.7K
14,132
+1%
清仓
FTNT
FORTINET INC
-$370.5K
0
-100%
增持
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$369.3K
48,995
+3%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$321.1K
3,500
建仓
UPS
UNITED PARCEL SERVICE INC CL B
+$313.3K
3,750
增持
BX
BLACKSTONE INC COM
+$301.5K
13,252
+1%
增持
COWZ
PACER US CASH COWS 100 ETF
+$294.7K
66,975
+4%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$294.5K
135,499
+4%
减持
TSLA
TESLA INC COM
+$282.5K
2,248
-0%
减持
TGT
TARGET CORP COM
-$277.6K
10,423
-15%
增持
LEN
LENNAR CORP CL A
+$266.1K
17,227
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$256.6K
58,582
+3%
建仓
ALAB
ASTERA LABS INC COM
+$256.3K
1,309
减持
MAC
MACERICH CO COM
+$251.6K
124,651
-0%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$250.2K
10,635
-0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$239.9K
3,917
+4%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$231.0K
83,530
+1%
减持
EBAY
EBAY INC. COM
+$228.4K
20,450
-7%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$219.3K
62,107
+3%
建仓
SRE
SEMPRA COM
+$214.2K
2,380
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$213.8K
46,878
+3%
建仓
RBRK
RUBRIK INC. CL A
+$212.4K
2,582
清仓
USMV
ISHARES TR
-$208.8K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$208.4K
0
-100%
清仓
KKR
KKR & CO INC
-$206.7K
0
-100%
建仓
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
+$206.6K
1,927
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$199.6K
51,579
+8%
减持
JNJ
JOHNSON & JOHNSON COM
+$198.5K
6,079
-0%
减持
VTV
VANGUARD VALUE ETF
+$185.9K
24,260
-1%
增持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
+$184.9K
82,259
+8%
增持
GLD
SPDR GOLD SHARES
+$182.0K
3,342
+1%
增持
CVX
CHEVRON CORP NEW COM
+$175.3K
11,509
+2%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$171.8K
50,573
+4%
增持
HD
HOME DEPOT INC COM
+$171.0K
4,311
+0%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$168.4K
2,395
+13%
减持
UHAL/B
U HAUL HOLDING COMPANY COM SER N
-$166.4K
15,579
-12%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$159.0K
42,540
+5%
增持
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
+$156.4K
22,325
+2%
减持
NVR
NVR INC COM
+$155.3K
262
-1%
增持
AVGO
BROADCOM INC COM
+$155.2K
1,266
+33%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$147.8K
4,144
-1%
减持
INTC
INTEL CORP COM
+$145.1K
14,691
-5%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$140.2K
3,172
+1%
增持
CALF
PACER US SMALL CAP CASH COWS ETF
+$139.7K
25,676
+4%
增持
AXP
AMERICAN EXPRESS CO COM
+$136.5K
9,465
+0%
减持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$135.7K
10,586
-21%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$135.3K
6,704
+2%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$133.2K
69,699
+0%
增持
AMGN
AMGEN INC COM
+$129.0K
13,620
+2%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$122.7K
12,229
-13%
增持
—
ASML HOLDING N V N Y REGISTRY SHS
+$122.6K
447
+16%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$120.2K
27,000
+3%
增持
VV
VANGUARD LARGE-CAP ETF
+$112.5K
4,808
+0%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$111.1K
2,663
+5%
增持
QCOM
QUALCOMM INC COM
+$103.6K
13,550
+0%
建仓
NVTS
NAVITAS SEMICONDUCTOR CORP COM
+$101.5K
14,052
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$98.5K
17,398
+3%
减持
CACC
CREDIT ACCEP CORP MICH COM
-$98.2K
1,232
-7%
增持
ULTA
ULTA BEAUTY INC COM
+$96.8K
1,208
+0%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWERS ETF
+$95.8K
15,126
+19%
减持
OXY
OCCIDENTAL PETE CORP COM
+$95.0K
37,905
-6%
增持
—
NVENT ELECTRIC PLC SHS
+$94.1K
3,321
+4%
增持
SDY
SPDR S&P DIVIDEND ETF
+$93.7K
2,104
+42%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$93.1K
23,992
+6%
增持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$90.3K
25,320
+4%
增持
MU
MICRON TECHNOLOGY INC COM
+$81.1K
1,693
+3%
增持
AMZN
AMAZON COM INC COM
+$80.0K
13,139
+3%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
+$79.7K
14,245
+14%
增持
V
VISA INC COM CL A
-$73.6K
5,904
+0%
减持
BILZ
PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND
-$72.1K
4,083
-15%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$66.0K
1,118
-2%
增持
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
+$61.9K
15,765
+4%
减持
T
AT&T INC COM
-$60.8K
9,920
-16%
增持
CGCB
CAPITAL GROUP CORE BOND ETF
+$60.6K
88,435
+2%
增持
MCD
MCDONALDS CORP COM
+$60.2K
2,408
+5%
增持
TM
TOYOTA MOTOR CORP ADS
+$58.6K
2,590
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$57.6K
6,373
-2%
减持
COP
CONOCOPHILLIPS COM
+$57.2K
13,414
-1%
增持
SCHW
SCHWAB CHARLES CORP COM
+$52.8K
11,757
+0%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$52.7K
7,219
+1%
增持
VOO
VANGUARD S&P 500 ETF
+$48.7K
1,060
+0%
增持
NET
CLOUDFLARE INC CL A COM
+$47.5K
2,060
+2%
增持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$46.2K
4,128
+7%
增持
COST
COSTCO WHSL CORP NEW COM
-$44.1K
1,640
+4%
增持
WMT
WALMART INC COM
+$42.5K
6,520
+1%
减持
IVV
ISHARES CORE S&P 500 ETF
+$41.7K
887
-0%
减持
DVN
DEVON ENERGY CORP NEW COM
-$41.2K
18,851
-15%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$39.3K
2,474
+1%
增持
ALL
ALLSTATE CORP COM
+$38.9K
1,346
+8%
增持
CGMU
CAPITAL GROUP MUNICIPAL INCOME ETF
+$38.1K
12,536
+10%
减持
—
EXXON MOBIL CORP COM
+$35.9K
8,257
-1%
增持
LLY
ELI LILLY & CO COM
+$35.6K
368
+17%
增持
MRVL
MARVELL TECHNOLOGY INC COM
+$34.3K
4,893
+0%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$33.9K
10,253
+4%
增持
VB
VANGUARD SMALL-CAP ETF
+$33.9K
1,941
+0%
减持
KO
COCA COLA CO COM
-$33.8K
6,571
-1%
减持
TAXF
AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF
-$33.7K
9,547
-9%
增持
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$33.6K
2,212
+7%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
+$33.6K
8,982
-1%
增持
MCK
MCKESSON CORP COM
+$32.3K
798
+0%
增持
WEC
WEC ENERGY GROUP INC COM
+$31.8K
2,787
+1%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$30.5K
7,054
-1%
增持
VO
VANGUARD MID-CAP ETF
+$30.2K
2,075
+0%
增持
CSCO
CISCO SYS INC COM
-$30.1K
34,508
+0%
减持
MRK
MERCK & CO INC COM
+$29.8K
30,466
-5%
减持
OVV
OVINTIV INC COM
-$28.8K
27,913
-8%
增持
META
META PLATFORMS INC CL A
+$27.8K
3,537
+2%
增持
DIS
DISNEY WALT CO COM
-$27.2K
3,627
+2%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$25.1K
1,022
-0%
增持
VOE
VANGUARD MID-CAP VALUE ETF
+$25.1K
1,513
+4%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$25.0K
8,071
-3%
增持
UBER
UBER TECHNOLOGIES INC COM
+$24.3K
2,376
+6%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$24.1K
2,209
-6%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$23.8K
1,633
+2%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$23.7K
6,192
-1%
增持
VOT
VANGUARD MID-CAP GROWTH ETF
+$22.8K
1,331
+3%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$22.3K
2,524
+3%
增持
MELI
MERCADOLIBRE INC COM
+$20.2K
116
+21%
增持
CGCV
CAPITAL GROUP CONSERVATIVE EQUITY ETF
+$19.2K
12,554
+0%
增持
SNOW
SNOWFLAKE INC COM SHS
+$18.8K
983
+8%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$18.3K
2,240
-2%
增持
DFAU
DIMENSIONAL US CORE EQUITY MARKET ETF
+$18.3K
5,207
+0%
减持
BA
BOEING CO COM
+$17.8K
2,920
-0%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$16.3K
698
+6%
增持
FDX
FEDEX CORP COM
+$16.2K
1,644
+1%
减持
MKL
MARKEL GROUP INC COM
-$16.2K
142
-1%
增持
JPEM
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF
+$15.8K
5,695
+0%
增持
USAI
PACER AMERICAN ENERGY INDEPENDENCE ETF
+$15.6K
7,324
+8%
减持
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$14.3K
6,683
-0%
增持
AFL
AFLAC INC COM
+$14.0K
2,059
+1%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$13.8K
11,202
+2%
