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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 88
减持 56
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
APA
APA CORPORATION COM
+$1.3M
75,283
-0%
增持
CGCP
CAPITAL GROUP CORE PLUS INCOME ETF
+$1.3M
368,478
+19%
增持
MSFT
MICROSOFT CORP COM
-$1.2M
13,311
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。
+5%
减持
CVE
CENOVUS ENERGY INC COM
+$1.1M
116,492
-1%
减持
OXY
OCCIDENTAL PETE CORP COM
+$810.9K
35,079
-2%
减持
AXP
AMERICAN EXPRESS CO COM
-$713.7K
8,888
-3%
增持
CVX
CHEVRON CORPORATION COM
+$609.1K
11,012
+1%
减持
QCOM
QUALCOMM INC COM
-$606.9K
13,652
-1%
减持
AAPL
APPLE INC COM
-$569.1K
31,102
-0%
增持
COP
CONOCOPHILLIPS COM
+$564.2K
13,976
+2%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$543.5K
141,796
+15%
减持
GOOG
ALPHABET INC CAP STK CL C
-$532.2K
19,450
-0%
增持
MRK
MERCK & CO INC COM
+$524.3K
32,502
+1%
增持
CGSD
CAPITAL GROUP SHORT DURATION INCOME ETF
+$518.2K
257,275
+9%
增持
BX
BLACKSTONE INC COM
-$486.9K
13,899
+3%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF
+$453.4K
35,271
+71%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$439.3K
4,455
+7451%
增持
FANG
DIAMONDBACK ENERGY INC COM
+$433.7K
8,202
+4%
减持
JPM
JPMORGAN CHASE & CO COM
-$420.3K
14,193
-0%
增持
—
EXXON MOBIL CORP COM
+$417.1K
8,379
+0%
减持
PCAR
PACCAR INC COM
-$416.5K
8,873
-33%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$379.4K
30,197
+19%
减持
BAC
BANK OF AMER CORP COM
-$366.9K
40,177
-5%
增持
AMGN
AMGEN INC COM
+$348.4K
13,449
+0%
增持
CGIE
CAPITAL GROUP INTERNATIONAL EQUITY ETF
+$341.4K
19,489
+114%
增持
COWZ
PACER US CASH COWS 100 ETF
+$337.0K
69,171
+4%
减持
META
META PLATFORMS INC CL A
-$324.9K
3,552
-1%
增持
TGT
TARGET CORP COM
+$324.7K
13,042
+2%
增持
WSM
WILLIAMS SONOMA INC COM
+$324.3K
1,877
+1758%
增持
AVGO
BROADCOM INC COM
+$317.7K
3,192
+65%
减持
NVDA
NVIDIA CORPORATION COM
-$309.3K
25,345
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$299.2K
7,569
-4%
减持
LEN
LENNAR CORP CL A
-$290.8K
17,346
-1%
增持
DOCN
DIGITALOCEAN HLDGS INC COM
+$289.1K
6,897
+10%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$271.7K
8,274
-2%
减持
V
VISA INC COM CL A
-$270.0K
5,521
-0%
增持
AMZN
AMAZON COM INC COM
-$255.2K
13,364
+2%
增持
ORCL
ORACLE CORP COM
-$246.8K
5,211
+0%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$238.2K
12,525
+6%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$235.1K
130,786
+7%
增持
CGMS
CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF
+$225.1K
109,576
+10%
减持
JNJ
JOHNSON & JOHNSON COM
+$223.6K
5,981
-0%
减持
NVR
NVR INC COM
-$209.8K
257
-2%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$207.2K
59,376
+3%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$205.1K
2,617
-5%
减持
COST
COSTCO WHOLESALE CORPORATION COM
+$193.1K
1,481
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$190.4K
5,933
-2%
增持
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$186.2K
46,227
+2%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$174.7K
492
-52%
增持
CGGO
CAPITAL GROUP GLOBAL GROWTH EQUITY ETF
+$173.5K
31,385
+24%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$163.7K
10,605
-0%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$157.9K
54,068
+5%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$147.1K
3,911
-3%
增持
BSV
VANGUARD SHORT-TERM BOND ETF
+$144.2K
44,892
+5%
增持
TSLA
TESLA INC COM
-$139.9K
2,342
+4%
增持
XSMO
INVESCO S&P SMALLCAP MOMENTUM ETF
+$137.8K
22,442
+3%
增持
—
ASML HLDG NV N Y REGISTRY SHS
+$130.8K
457
+3%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$124.2K
50,748
+3%
减持
DHI
D R HORTON INC COM
-$120.4K
14,830
-1%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$118.4K
3,054
+30%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$115.6K
13,951
+22%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$113.9K
3,710
-1%
增持
FDX
FEDEX CORP COM
+$113.3K
1,659
+0%
增持
DFAE
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
+$112.7K
84,129
+0%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$110.4K
935
-11%
建仓
MINO
PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND
+$107.2K
2,374
建仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
+$106.5K
2,040
增持
PYLD
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
+$102.8K
53,463
+10%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$97.6K
7,445
+68%
增持
ULTA
ULTA BEAUTY INC COM
-$96.9K
1,200
+0%
减持
INTC
INTEL CORP COM
+$96.5K
14,412
-1%
增持
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$95.2K
26,178
+5%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$93.8K
138,998
+1%
增持
DGS
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
+$93.5K
16,050
+5%
增持
CGIC
CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF
+$90.9K
4,803
+129%
减持
VTV
VANGUARD VALUE ETF
+$83.7K
22,041
-1%
减持
MU
MICRON TECHNOLOGY INC COM
+$82.8K
1,676
-1%
减持
WMT
WALMART INC COM
+$82.7K
6,455
-0%
增持
WAL
WESTERN ALLIANCE BANCORP COM
-$79.2K
10,865
+8%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$77.3K
55
-94%
增持
CGGR
CAPITAL GROUP GROWTH ETF
-$74.3K
27,567
+4%
增持
VV
VANGUARD LARGE-CAP ETF
-$72.9K
4,848
+0%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$72.0K
1,456
-30%
增持
CALF
PACER US SMALL CAP CASH COWS ETF
+$70.2K
26,245
+5%
增持
FITB
FIFTH THIRD BANCORP COM
+$69.8K
22,812
+8%
减持
INDA
ISHARES MSCI INDIA ETF
-$69.5K
245
-84%
减持
ALAB
ASTERA LABS INC COM
-$69.2K
774
-16%
建仓
AEHR
AEHR TEST SYS COM
+$68.0K
1,834
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$67.5K
70,323
+0%
增持
SCHW
SCHWAB CHARLES CORP COM
-$66.2K
11,830
+0%
增持
PSX
PHILLIPS 66 COM
+$65.1K
1,203
+1%
增持
HD
HOME DEPOT INC COM
-$65.0K
4,289
+0%
减持
DIS
DISNEY WALT CO COM
-$64.1K
3,484
-1%
减持
MRVL
MARVELL TECHNOLOGY INC COM
+$63.4K
4,647
-0%
增持
—
IREN LIMITED ORDINARY SHARES
+$60.6K
3,439
+127%
清仓
—
CYBERARK SOFTWARE LTD SHS
-$56.6K
0
-100%
减持
EBAY
EBAY INC. COM
+$55.2K
19,065
-1%
减持
SLV
ISHARES SILVER TRUST
-$54.9K
794
-53%
增持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$53.7K
10,316
+0%
增持
XLP
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
+$53.6K
4,755
+10%
增持
XMMO
INVESCO S&P MIDCAP MOMENTUM ETF
+$53.5K
2,523
+12%
增持
CIFR
CIPHER DIGITAL INC COM
+$53.4K
10,140
+94%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$53.3K
414
-20%
增持
AMKR
AMKOR TECHNOLOGY INC COM
+$52.5K
7,966
+3%
增持
SNOW
SNOWFLAKE INC COM SHS
-$52.4K
1,024
+9%
增持
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$52.0K
9,342
+6%
减持
GDX
VANECK GOLD MINERS ETF
-$51.8K
584
-52%
建仓
OSS
ONE STOP SYS INC COM
+$51.5K
6,803
减持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$51.5K
3,540
-2%
减持
JVAL
JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND
-$50.3K
1,003
-50%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$49.3K
2,941
-6%
建仓
CLPT
CLEARPOINT NEURO INC COM
+$48.4K
5,319
增持
USAI
PACER AMERICAN ENERGY INFRASTRUCTURE ETF
+$44.5K
4,862
+1%
增持
PANW
PALO ALTO NETWORKS INC COM
+$44.0K
309
+930%
增持
RBRK
RUBRIK INC. CL A
-$43.8K
3,070
+21%
减持
PPL
PPL CORP COM
-$43.6K
119
-91%
减持
MAC
MACERICH CO COM
+$43.0K
123,181
-0%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$42.7K
926
+52%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$42.0K
766
+83%
减持
PYPL
PAYPAL HLDGS INC COM
-$40.8K
2,203
-8%
增持
NOW
SERVICENOW INC COM
+$39.1K
623
+266%
减持
—
NVENT ELEC PLC SHS
+$38.5K
3,141
-4%
增持
MA
MASTERCARD INCORPORATED CL A
-$35.9K
522
+0%
增持
T
AT&T INC COM
+$35.7K
8,389
+0%
减持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
-$35.5K
163
-18%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$35.3K
7,980
-4%
增持
SOFI
SOFI TECHNOLOGIES INC COM
-$35.0K
5,778
+19%
减持
WFC
WELLS FARGO & CO COM
-$34.8K
1,590
-8%
增持
FELV
FIDELITY ENHANCED LARGE CAP VALUE ETF
+$34.0K
1,658
+141%
减持
BILZ
PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND
-$33.7K
2,891
-11%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$33.7K
2,072
+442%
增持
CSCO
CISCO SYS INC COM
+$33.4K
35,298
+1%
增持
LLY
ELI LILLY & CO COM
-$33.2K
363
+6%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$32.4K
836
+0%
增持
MELI
MERCADOLIBRE INC COM
+$32.1K
163
+31%
增持
UBER
UBER TECHNOLOGIES INC COM
-$31.5K
4,738
+4%
增持
UHAL/B
U HAUL HOLDING COMPANY COM SER N
-$31.0K
18,594
+1%
增持
TLN
TALEN ENERGY CORP COM
+$31.0K
286
+78%
减持
MCK
MCKESSON CORP COM
+$30.6K
793
-1%
减持
INTU
INTUIT COM
-$30.2K
85
-16%
增持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$29.9K
1,075
+1692%
增持
ASTS
AST SPACEMOBILE INC COM CL A
+$29.9K
1,082
+31%
增持
HON
HONEYWELL INTL INC COM
+$29.6K
935
+0%
增持
IONQ
IONQ INC COM
-$28.9K
2,232
+7%
减持
NEM
NEWMONT CORP COM
-$27.8K
5
-98%
增持
VOO
VANGUARD S&P 500 ETF
-$27.8K
1,002
+0%
增持
MCD
MCDONALDS CORP COM
+$26.5K
2,451
+2%
增持
NET
CLOUDFLARE INC CL A COM
+$26.2K
2,033
+2%
增持
FCX
FREEPORT MCMORAN INC CL B
+$25.0K
504
+448%
减持
LOW
LOWES COS INC COM
-$24.7K
113
-47%
