Lodestone Wealth Management LLC
- SEC CIK
- 0001950158
- 最新申報
- 2026/7/23
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 173
- 較 2025 年第 2 季 +5
- 總值
- $2.22 億
- 較 2025 年第 2 季 +$1,710 萬 (+8.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 33,092 | $842.6 萬 | 3.8% | +119+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,132 | $732.0 萬 | 3.3% | +190+1.4% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 135,499 | $687.4 萬 | 3.1% | +5,678+4.4% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y102 | CORE PLUS INCM | 241,069 | $547.7 萬 | 2.5% | +20,868+9.5% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 123,476 | $519.0 萬 | 2.3% | +3,297+2.7% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 20,819 | $507.0 萬 | 2.3% | +250+1.2% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y409 | SHORT DURATION | 185,030 | $480.7 萬 | 2.2% | +16,376+9.7% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 14,965 | $472.0 萬 | 2.1% | +84+0.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,731 | $461.4 萬 | 2.1% | +268+1.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 24,260 | $452.4 萬 | 2.0% | −286−1.2% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 66,975 | $384.9 萬 | 1.7% | +2,469+3.8% | 加碼 | – |
| AMGNAmgen Inc | Stock | 13,620 | $384.4 萬 | 1.7% | +316+2.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 48,995 | $354.9 萬 | 1.6% | +1,548+3.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 58,582 | $351.0 萬 | 1.6% | +1,511+2.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,635 | $349.0 萬 | 1.6% | −25−0.2% | 減碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 116,912 | $346.3 萬 | 1.6% | +5,796+5.2% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 42,540 | $335.7 萬 | 1.5% | +1,906+4.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,373 | $320.4 萬 | 1.4% | −104−1.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 9,465 | $314.4 萬 | 1.4% | +37+0.4% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 15,555 | $291.9 萬 | 1.3% | −15,248−49.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,139 | $288.5 萬 | 1.3% | +354+2.8% | 加碼 | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 83,530 | $263.4 萬 | 1.2% | +536+0.6% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 51,579 | $261.1 萬 | 1.2% | +3,602+7.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,537 | $259.8 萬 | 1.2% | +55+1.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 49,893 | $257.4 萬 | 1.2% | −34,115−40.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 30,466 | $255.7 萬 | 1.1% | −1,459−4.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 69,699 | $253.4 萬 | 1.1% | +263+0.4% | 加碼 | – |
| DHIHorton D R Inc | COM | 14,941 | $253.2 萬 | 1.1% | −240−1.6% | 減碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 62,107 | $245.6 萬 | 1.1% | +1,549+2.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 34,508 | $236.1 萬 | 1.1% | +43+0.1% | 加碼 | 歷史 |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 88,435 | $235.1 萬 | 1.1% | +1,362+1.6% | 加碼 | – |
| Capital Grp Fixed Incm ETF T14020Y300 | US MULTI-SECTOR | 82,259 | $228.3 萬 | 1.0% | +6,308+8.3% | 加碼 | – |
| MACMacerich Co | COM | 124,651 | $226.9 萬 | 1.0% | −120.0% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 13,252 | $226.4 萬 | 1.0% | +131+1.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 13,550 | $225.4 萬 | 1.0% | +47+0.3% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 17,227 | $217.1 萬 | 1.0% | +30.0% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 46,878 | $216.2 萬 | 1.0% | +1,391+3.1% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 8,828 | $214.6 萬 | 1.0% | +274+3.2% | 加碼 | 歷史 |
| NVRNVR Inc | COM | 262 | $210.5 萬 | 0.9% | −2−0.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,904 | $201.6 萬 | 0.9% | +20+0.3% | 加碼 | 歷史 |
| CVECenovus Energy Inc. | COM | 111,442 | $189.3 萬 | 0.9% | +1,264+1.1% | 加碼 | 歷史 |
| EBAYeBay Inc | COM | 20,450 | $186.0 萬 | 0.8% | −1,461−6.7% | 減碼 | 歷史 |
| APAAPA Corp | Stock | 76,101 | $184.8 萬 | 0.8% | −65−0.1% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 37,905 | $179.1 萬 | 0.8% | −2,467−6.1% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 11,509 | $178.7 萬 | 0.8% | +252+2.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,311 | $174.7 萬 | 0.8% | +13+0.3% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,704 | $171.9 萬 | 0.8% | +113+1.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 22,325 | $164.2 萬 | 0.7% | +477+2.2% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 50,573 | $162.2 萬 | 0.7% | +1,718+3.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 5,602 | $157.6 萬 | 0.7% | +278+5.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 8,349 | $152.3 萬 | 0.7% | +211+2.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,640 | $151.8 萬 | 0.7% | +62+3.9% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,808 | $148.0 萬 | 0.7% | +14+0.3% | 加碼 | – |
| PCARPaccar Inc | COM | 14,267 | $140.3 萬 | 0.6% | −444−3.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 13,414 | $126.9 萬 | 0.6% | −87−0.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,342 | $118.8 萬 | 0.5% | +42+1.3% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 27,000 | $118.6 萬 | 0.5% | +786+3.0% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 6,079 | $112.7 萬 | 0.5% | −10.0% | 減碼 | 歷史 |
| OVVOvintiv Inc. | COM | 27,913 | $112.7 萬 | 0.5% | −2,465−8.1% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 25,676 | $112.4 萬 | 0.5% | +951+3.8% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 11,757 | $112.2 萬 | 0.5% | +34+0.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,917 | $109.4 萬 | 0.5% | +146+3.9% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,627 | $108.4 萬 | 0.5% | +726+80.6% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 7,219 | $103.3 萬 | 0.5% | +84+1.2% | 加碼 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 17,398 | $101.3 萬 | 0.5% | +456+2.7% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,248 | $100.0 萬 | 0.4% | −10−0.4% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 10,423 | $93.5 萬 | 0.4% | −1,868−15.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,257 | $93.1 萬 | 0.4% | −46−0.6% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 12,229 | $90.9 萬 | 0.4% | −1,789−12.8% | 減碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 15,765 | $90.0 萬 | 0.4% | +589+3.9% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,395 | $82.7 萬 | 0.4% | +284+13.5% | 加碼 | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 23,992 | $82.0 萬 | 0.4% | +1,260+5.5% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,071 | $81.3 萬 | 0.4% | −262−3.1% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 25,320 | $80.6 萬 | 0.4% | +994+4.1% | 加碼 | – |
| UHAL.BU-Haul Holding Co | COM SER N | 15,579 | $79.3 萬 | 0.4% | −2,066−11.7% | 減碼 | 歷史 |
| WALWestern Alliance Bancorporation | COM | 8,698 | $75.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,663 | $75.0 萬 | 0.3% | +138+5.5% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,408 | $73.2 萬 | 0.3% | +110+4.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,520 | $67.2 萬 | 0.3% | +83+1.3% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 18,851 | $66.1 萬 | 0.3% | −3,221−14.6% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 1,208 | $66.0 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,060 | $64.9 萬 | 0.3% | +3+0.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 13,571 | $64.6 萬 | 0.3% | +157+1.2% | 加碼 | – |
| BABoeing Co | Stock | 2,920 | $63.0 萬 | 0.3% | −3−0.1% | 減碼 | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 4,360 | $62.2 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,027 | $61.7 萬 | 0.3% | 00.0% | 不變 | – |
| MCKMcKesson Corp | Stock | 798 | $61.7 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,075 | $61.0 萬 | 0.3% | +5+0.2% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 8,982 | $60.9 萬 | 0.3% | −86−0.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 887 | $59.4 萬 | 0.3% | −2−0.2% | 減碼 | – |
| CACCCredit Acceptance Corp | COM | 1,232 | $57.5 萬 | 0.3% | −90−6.8% | 減碼 | 歷史 |
| MTBM&T Bank Corp | COM | 2,899 | $57.3 萬 | 0.3% | −91−3.0% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 4,144 | $55.5 萬 | 0.2% | −38−0.9% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,192 | $55.3 萬 | 0.2% | −52−0.8% | 減碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 10,253 | $55.2 萬 | 0.2% | +354+3.6% | 加碼 | – |
| FITBFifth Third Bancorp | COM | 12,221 | $54.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 15,126 | $52.4 萬 | 0.2% | +2,389+18.8% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 10,586 | $52.4 萬 | 0.2% | −2,731−20.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,474 | $51.6 萬 | 0.2% | +28+1.1% | 加碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,978 | $51.5 萬 | 0.2% | −73−1.4% | 減碼 | – |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。