13FBOX
Lodestone Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Lodestone Wealth Management LLC

No.5964 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.83亿
环比变动 Q1 2026
+$3,091.7万+12.3%
持仓股票数
778
新买入
21
加仓
196
减仓
198
清仓
21
持股不变
363
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
CCAPITAL GROUP FIXED INCOME ETFRFCI
4.12%3.26%$1,167.8万52.4万股$823.2万36.8万股+15.5万股+42.19%加仓
苹果AAPL
3.04%3.13%$861.8万3.0万股$789.3万3.1万股-1,319股-4.24%减仓
CCAPITAL GRP SHRT DURATION INC ETFCGSD
2.99%2.63%$847.2万32.9万股$663.5万25.7万股+7.2万股+27.98%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
2.55%2.79%$721.6万14.3万股$703.5万13.9万股+3,703股+2.66%加仓
AAlphabet Inc Class CGOOG
2.35%2.21%$666.5万1.9万股$557.9万1.9万股-586股-3.01%减仓
C资本集团股息价值CCBG
2.28%2.2%$646.5万13.1万股$556.4万13.1万股+401股+0.31%加仓
英伟达NVDA
1.8%1.75%$510.0万2.5万股$442.0万2.5万股+143股+0.56%加仓
微软MSFT
1.75%1.95%$496.7万1.3万股$492.7万1.3万股+6股+0.05%加仓
AMGEN COMAMGN
1.72%1.88%$485.8万1.3万股$473.2万1.3万股-34股-0.25%减仓
CCAPITAL INTL FOCUS EQTCGXU
1.68%1.66%$475.3万13.7万股$418.2万14.2万股-4,491股-3.17%减仓
V先锋领航指数基金VTV
1.65%1.71%$467.5万2.1万股$432.4万2.2万股-589股-2.67%减仓
PPacer基金信托COWZ
1.6%1.71%$452.4万7.3万股$432.7万6.9万股+3,565股+5.15%加仓
摩根大通JPM
1.54%1.65%$435.2万1.3万股$417.5万1.4万股-898股-6.33%减仓
默沙东MRK
1.49%1.55%$421.4万3.3万股$391.0万3.3万股+291股+0.90%加仓
V先锋领航·FTSEVEA
1.48%1.51%$420.1万5.9万股$380.5万5.9万股-420股-0.71%减仓
思科CSCO
1.46%1.09%$413.0万3.5万股$273.9万3.5万股-138股-0.39%减仓
G通用动力VTI
1.36%1.35%$386.3万1.0万股$340.2万1.1万股-167股-1.57%减仓
C资本集团固定收益ETF信托CGMS
1.34%1.18%$380.9万13.9万股$298.4万11.0万股+3.0万股+27.20%加仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
1.31%1.41%$371.2万4.5万股$354.6万5.0万股-4,708股-9.42%减仓
V先锋领航债券指数基金BSV
1.24%1.39%$351.5万4.5万股$352.0万4.5万股+221股+0.49%加仓
SIMON PPTY NEW COMSPG
1.21%1.14%$341.3万1.5万股$287.4万1.5万股-146股-0.95%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
1.19%1.13%$337.7万8.4万股$284.9万8.4万股-133股-0.16%减仓
亚马逊AMZN
1.16%1.1%$327.9万1.4万股$278.3万1.3万股+395股+2.96%加仓
MACERICHMAC
1.08%0.92%$306.1万12.1万股$232.8万12.3万股-1,684股-1.37%减仓
美国运通AXP
1.04%1.07%$295.7万8,743股$268.8万8,888股-145股-1.63%减仓
伯克希尔哈撒韦BRK.B
1.04%1.13%$294.8万5,892股$284.3万5,933股-41股-0.69%减仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
1.04%1.09%$293.2万7.1万股$274.0万7.0万股+757股+1.08%加仓
CCAPITAL CORE EQUITY ETCGUS
1.03%0.97%$291.2万6.5万股$245.2万6.4万股+1,666股+2.61%加仓
CCENOVUS ENERGY COMCVE
1.02%1.22%$289.0万11.6万股$309.1万11.6万股-2股-0.00%减仓
V先锋领航·MALVERN FDSVTIP
0.97%1.07%$273.6万5.4万股$270.1万5.4万股+400股+0.74%加仓
谷歌AGOOGL
0.96%0.94%$270.5万7,570股$237.9万8,274股-704股-8.51%减仓
AAPA公司APA
0.9%1.27%$255.6万7.8万股$319.5万7.5万股+3,185股+4.23%加仓
D R HORTONDHI
0.86%0.81%$243.1万1.5万股$203.5万1.5万股+95股+0.64%加仓
DDimensional维度ETF信托DFIV
0.85%0.97%$242.0万4.5万股$244.0万4.6万股-1,437股-3.11%减仓
IiShares安硕信托MTUM
0.82%0.65%$232.4万6,779股$163.4万6,809股-30股-0.44%减仓
C资本集团固定收益ETF信托CGCB
0.77%0.95%$217.9万8.3万股$239.3万9.1万股-7,893股-8.66%减仓
BBANK OF AMERBAC
0.76%0.78%$215.9万3.8万股$195.9万4.0万股-2,281股-5.68%减仓
I景顺交易所交易基金信托XSMO
0.74%0.68%$210.7万2.2万股$170.6万2.2万股+57股+0.25%加仓
DDimensional维度ETF信托DFEM
0.71%0.69%$202.2万5.0万股$175.3万5.1万股-1,005股-1.98%减仓
Meta平台META
0.7%0.81%$199.0万3,534股$203.2万3,552股-18股-0.51%减仓
美光科技MU
0.68%0.22%$192.6万1,669股$56.6万1,676股-7股-0.42%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.68%0.75%$191.3万2.7万股$188.6万3.0万股-2,825股-9.36%减仓
VisaV
0.65%0.66%$184.4万5,375股$166.9万5,521股-146股-2.64%减仓
TARGET COMTGT
0.63%0.63%$177.8万1.4万股$158.1万1.3万股+574股+4.40%加仓
雪佛龙CVX
0.61%0.9%$172.7万1.0万股$227.8万1.1万股-592股-5.38%减仓
英特尔INTC
0.61%0.25%$172.4万1.2万股$63.6万1.4万股-2,067股-14.34%减仓
NNVRNVR
0.6%0.67%$169.0万248股$169.4万257股-9股-3.50%减仓
Q高通QCOM
0.6%0.7%$168.5万9,121股$175.8万1.4万股-4,531股-33.19%减仓
V先锋领航指数基金VV
0.59%0.57%$167.2万4,862股$144.9万4,848股+14股+0.29%加仓
黑石集团BX
0.58%0.63%$163.7万1.4万股$159.8万1.4万股+15股+0.11%加仓

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