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Stone Wealth Partners · 13F 持仓分析
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Stone Wealth Partners

No.8447 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.37亿
环比变动 Q1 2026
+$2,540.5万+22.8%
持仓股票数
63
新买入
10
加仓
33
减仓
16
清仓
6
持股不变
4
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富系列信托SPYG
11.64%11.86%$1,591.5万13.4万股$1,320.5万13.5万股-1,121股-0.83%减仓
V先锋领航指数基金VOO
7.76%7.68%$1,061.5万1.5万股$855.1万1.4万股+1,125股+7.86%加仓
SSPDR标普500 ETFSPY
5.36%5.91%$732.9万9,790股$658.0万1.0万股-300股-2.97%减仓
V先锋领航指数基金VTV
4.25%4.62%$581.9万2.7万股$514.9万2.6万股+456股+1.74%加仓
PPIMCO太平洋投资管理ETFMINT
4.11%4.63%$562.3万5.6万股$515.4万5.1万股+4,534股+8.85%加仓
IiShares安硕信托AGG
3.97%5.16%$542.3万5.5万股$574.2万5.8万股-3,055股-5.28%减仓
VVANGUARD MORNINGSTAR MEGA CAP GROWTH ETFMGK
3.94%3.88%$538.2万6.1万股$432.1万1.2万股+4.9万股+420.59%加仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
3.52%3.41%$480.8万2.7万股$379.7万2.6万股+678股+2.58%加仓
IiShares安硕·RUSSELL MID-CAP GROWTH ETFIWP
2.93%3%$400.8万2.7万股$333.6万2.6万股+1,340股+5.15%加仓
V先锋领航·FTSEVEA
2.86%3.12%$391.0万5.5万股$347.7万5.4万股+612股+1.13%加仓
F第一信托·UST ENHANCED SHORT MATURITY ETFFTSM
2.53%2.93%$345.5万5.8万股$326.2万5.4万股+3,478股+6.40%加仓
I景顺交易所交易基金IISPMO
2.39%2.03%$326.4万2.0万股$226.0万2.0万股+50股+0.25%加仓
F第一信托交易所交易基金SDVY
2.29%2.55%$312.8万7.3万股$284.5万7.2万股+350股+0.49%加仓
美光科技MU
2.19%0.76%$300.1万2,600股$85.1万2,518股+82股+3.26%加仓
AAlphabet Inc Class CGOOG
2.06%2.06%$281.7万7,968股$229.4万7,997股-29股-0.36%减仓
苹果AAPL
2.02%2.19%$276.9万9,565股$244.1万9,619股-54股-0.56%减仓
G通用动力VTI
1.93%1.76%$264.3万7,121股$196.0万6,111股+1,010股+16.53%加仓
伯克希尔哈撒韦BRK.B
1.84%2.22%$252.0万5,036股$247.1万5,157股-121股-2.35%减仓
SSPDR道富系列信托BIL
1.74%1.83%$238.2万2.6万股$203.4万2.2万股+3,803股+17.14%加仓
西部数据WDC
1.66%1.12%$226.9万3,553股$124.5万4,602股-1,049股-22.79%减仓
AADVISORSHARES TR ADVISORSHS ETFCWS
1.63%1.92%$222.8万3.3万股$214.0万3.3万股-397股-1.20%减仓
希捷STX
1.62%0.8%$222.0万2,300股$89.1万2,269股+31股+1.37%加仓
I景顺QQQ信托VOO
1.55%1.15%$211.7万2,870股$128.3万2,223股+647股+29.10%加仓
亚马逊AMZN
1.46%1.56%$200.1万8,396股$174.0万8,353股+43股+0.51%加仓
Meta平台META
1.37%1.37%$187.3万3,323股$152.2万2,660股+663股+24.92%加仓
泛林集团LRCX
1.31%0.72%$179.3万4,137股$80.7万3,771股+366股+9.71%加仓
英伟达NVDA
1.19%1.29%$163.2万8,154股$144.1万8,263股-109股-1.32%减仓
SSANDISK COMSNDK
1.18%$161.0万708股$00股+708股新买入
沃尔玛WMT
1.12%1.46%$153.8万1.4万股$162.5万1.3万股+517股+3.96%加仓
英特尔INTC
1.09%$149.4万1.1万股$00股+1.1万股新买入
康宁GLW
1.06%0.65%$144.5万5,659股$72.4万5,323股+336股+6.31%加仓
摩根大通JPM
1%1.1%$136.9万4,181股$122.2万4,154股+27股+0.65%加仓
IiShares安硕信托IVV
0.92%0.99%$126.4万1,674股$110.2万1,687股-13股-0.77%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.76%$104.5万2,423股$00股+2,423股新买入
特斯拉TSLA
0.75%0.74%$103.0万2,448股$82.2万2,211股+237股+10.72%加仓
AMD超威AMD
0.75%$102.1万1,757股$00股+1,757股新买入
微软MSFT
0.74%0.88%$101.5万2,721股$98.0万2,647股+74股+2.80%加仓
博通AVGO
0.73%0.71%$99.7万2,638股$79.2万2,560股+78股+3.05%加仓
IiShares安硕·S&P 100 ETFIWO
0.68%0.72%$93.2万2,546股$80.6万2,534股+12股+0.47%加仓
IISHARES U.S. CONSUMER STAPLES ETFIYK
0.6%0.78%$81.7万1.1万股$87.4万1.2万股-1,228股-9.84%减仓
IiShares安硕信托IVW
0.56%0.55%$77.1万5,595股$61.1万5,403股+192股+3.55%加仓
IiShares安硕信托IWL
0.56%0.62%$76.2万4,118股$69.0万4,299股-181股-4.21%减仓
谷歌AGOOGL
0.56%0.56%$76.0万2,127股$62.3万2,166股-39股-1.80%减仓
ON SEMICONDUCTOR COMON
0.43%$59.0万6,241股$00股+6,241股新买入
VisaV
0.42%0.46%$57.9万1,686股$50.7万1,679股+7股+0.42%加仓
S嘉信策略信托SCHD
0.4%0.48%$54.7万1.7万股$53.7万1.8万股-260股-1.49%减仓
IiShares安硕信托SGOV
0.37%0.45%$50.0万4,966股$50.0万4,966股00.00%持仓不变
V先锋领航·SPECIALIZED FUNDSVIG
0.36%0.4%$49.7万2,101股$45.0万2,091股+10股+0.48%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.36%0.54%$49.2万3,097股$60.3万4,113股-1,016股-24.70%减仓
SSPDR黄金信托GLD
0.36%0.48%$48.9万1,328股$53.1万1,235股+93股+7.53%加仓

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