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Redstone Wealth Management, LLC

行业集中型趋势追踪型高品质投资策略

申报总市值

US$1.5亿

申报季度: 2026-06-30 · 持股只数: 31

REDSTONE WEALTH MANAGEMENT, LLC在最新一期 13F 报告中披露了 31 项持股，申报期为 2026-06-30，总持股市值约为 US$1.5亿，季度换手率为 36.0%。

机构性格雪花图

集中度
37.65
持仓稳定性
35.95
动能／逆势
100
行业集中度
100
多样化
62
仓位均衡度
85.92

近期动向

  • 加仓 SOXX

    -23.8%　US$866.6万

  • 加仓 IHI

    +65.5%　US$400.7万

  • 减仓 IWL

    -88.3%　-US$178.9万

  • 加仓 XLY

    +27.5%　US$368.2万

  • 加仓 AMD

    -0.0%　US$170.2万

  • 加仓 KBWP

    +26.7%　US$379.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SOXXIshares Semiconductor ETFETF-其他17.29%+3.08%-23.78%
2VGTVanguard Info Tech ETFETF-科技型15.12%-0.36%+596.22%
3KBWPInvesco Kbw Property & CasuaETF-其他9.54%+0.91%+26.70%
4XLYSs Consumer Disc Select SectETF-其他8.86%+0.98%+27.50%
5AIRRFirst Trust Rba American IndETF-其他7.77%+0.10%+2.90%
6FCOMFidelity Msci Comm Serv IndxETF-其他7.56%+0.72%+32.28%
7IHIIshares U.s. Medical DevicesETF-其他7.52%+1.53%+65.49%
8VDCVanguard Consumer Staple ETFETF-其他4.48%+0.50%+36.58%
9PIZInvesco Dorsey Wright DeveloETF-其他3.09%+0.54%+31.18%
10DFIVDimensional International VaETF-其他3.08%+0.40%+36.94%
11NVDANvidia CORP股票-科技3.08%-0.20%—
12RSPUInvesco S&p 500 Equal WeightETF-大型股与成长2.92%+0.54%+50.02%
13VOOVanguard S&p 500 ETFETF-大型股与成长2.74%-0.16%+0.38%
14AMDAdvanced Micro Devices股票-科技1.71%+0.98%-0.02%
15PAAAPgim Aaa Clo ETFETF-其他0.92%-0.27%-5.64%
16AVGOBroadcom INC股票-科技0.53%——
17FTCSFirst Trust Capital StrengthETF-其他0.46%-0.18%-13.13%
18AAPLApple INC股票-科技0.40%-0.03%-0.23%
19IWYIshares Russell Top 200 GrowETF-其他0.36%-0.85%-69.35%
20DKSDick's Sporting Goods INC股票-周期性消费0.34%-0.02%—
21IBITIshares Bitcoin Trust ETFETF-加密货币0.30%—+37.72%
22SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.27%-0.04%-7.51%
23FDNFirst Trust Dj Internet IndETF-其他0.27%-0.13%-27.15%
24IYWIshares Ustechnology ETFETF-科技型0.21%-0.69%-79.50%
25FTCFirst Trust Large Cap GrowthETF-大型股与成长0.21%-0.03%-17.49%
26IWLIshares Russell Top 200 ETFETF-其他0.18%-1.47%-88.27%
27VVisa Inc-class A Shares股票-金融0.18%-0.01%—
28ILCGIshares Morningstar Growth EETF-其他0.16%-0.17%-51.18%
29RSPSInvesco S&p 500 Equal WeightETF-大型股与成长0.15%-0.35%-63.43%
30GLDSpdr Gold SharesETF-避险与商品0.15%-0.04%+10.42%
31ROKURoku INC股票-通信服务0.14%+0.14%NEW

本季持股变动

Redstone Wealth Management, LLC 在 2026-06-30 最显著的持仓异动： 清仓: First Trust Water ETF (FIW); 清仓: Exxon Mobil CORP (XOM); 清仓: Ss Consumer Staples Sel Sect (XLP); 清仓: Ishares US Consumer Discreti (IYC); 清仓: First Trust Financial Alphad (FXO).

Redstone Wealth Management, LLC 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SOXXIshares Semiconductor ETF+3.1%-23.78%减仓
2IHIIshares U.s. Medical Devices+1.5%+65.49%加仓
3XLYSs Consumer Disc Select Sect+1%+27.50%加仓
4AMDAdvanced Micro Devices+1%-0.02%减仓
5KBWPInvesco Kbw Property & Casua+0.9%+26.70%加仓
6FCOMFidelity Msci Comm Serv Indx+0.7%+32.28%加仓
7PIZInvesco Dorsey Wright Develo+0.5%+31.18%加仓
8RSPUInvesco S&p 500 Equal Weight+0.5%+50.02%加仓
9VDCVanguard Consumer Staple ETF+0.5%+36.58%加仓
10DFIVDimensional International Va+0.4%+36.94%加仓
11ROKURoku INC+0.1%NEW新建仓
12AIRRFirst Trust Rba American Ind+0.1%+2.90%加仓
13AVGOBroadcom INC——不变
14IBITIshares Bitcoin Trust ETF—+37.72%加仓
15VVisa Inc-class A Shares0%—不变
16DKSDick's Sporting Goods INC0%—不变
17AAPLApple INC0%-0.23%减仓
18FTCFirst Trust Large Cap Growth0%-17.49%减仓
19SPYSs Spdr S&p 500 ETF Trust-us0%-7.51%减仓
20GLDSpdr Gold Shares0%+10.42%加仓
21CRGYCrescent Energy Inc-a-0.1%EXIT清仓
22FDNFirst Trust Dj Internet Ind-0.1%-27.15%减仓
23VOOVanguard S&p 500 ETF-0.2%+0.38%加仓
24IYTIshares US Transportation Et-0.2%EXIT清仓
25ILCGIshares Morningstar Growth E-0.2%-51.18%减仓
26FXLFirst Trust Technology Alpha-0.2%EXIT清仓
27PNQIInvesco Nasdaq Internet ETF-0.2%EXIT清仓
28FTCSFirst Trust Capital Strength-0.2%-13.13%减仓
29IYFIshares US Financials ETF-0.2%EXIT清仓
30NVDANvidia CORP-0.2%—不变
31IBBIshares Biotechnology ETF-0.2%EXIT清仓
32PAAAPgim Aaa Clo ETF-0.3%-5.64%减仓
33IGPTInvesco Ai And Next Gen Soft-0.3%EXIT清仓
34RSPSInvesco S&p 500 Equal Weight-0.4%-63.43%减仓
35VGTVanguard Info Tech ETF-0.4%+596.22%加仓
36XLISs Industrial Select Sector-0.4%EXIT清仓
37FXOFirst Trust Financial Alphad-0.5%EXIT清仓
38IYCIshares US Consumer Discreti-0.6%EXIT清仓
39IYWIshares Ustechnology ETF-0.7%-79.50%减仓
40XLPSs Consumer Staples Sel Sect-0.8%EXIT清仓
41IWYIshares Russell Top 200 Grow-0.9%-69.35%减仓
42XOMExxon Mobil CORP-0.9%EXIT清仓
43FIWFirst Trust Water ETF-0.9%EXIT清仓
44IWLIshares Russell Top 200 ETF-1.5%-88.27%减仓

FAQ

Redstone Wealth Management, LLC 是什么机构？属于哪种投资人类型？
Redstone Wealth Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$1.5亿，分布在 31 个已申报仓位之中。
Redstone Wealth Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Redstone Wealth Management, LLC 按市值排列的前几大持股为： 1. Ishares Semiconductor ETF (SOXX) — US$2649.8万 (17.3%) 2. Vanguard Info Tech ETF (VGT) — US$2317.3万 (15.1%) 3. Invesco Kbw Property & Casua (KBWP) — US$1462.3万 (9.5%) 4. Ss Consumer Disc Select Sect (XLY) — US$1357.5万 (8.9%) 5. First Trust Rba American Ind (AIRR) — US$1191.0万 (7.8%)
Redstone Wealth Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Redstone Wealth Management, LLC 共进行了 40 项显著调整：新建仓 1 个仓位、加仓 13 个既有持股、减仓 13 个仓位，并完全清仓 13 个持股。 其中幅度最大的异动：清仓: First Trust Water ETF (FIW); 清仓: Exxon Mobil CORP (XOM); 清仓: Ss Consumer Staples Sel Sect (XLP); 清仓: Ishares US Consumer Discreti (IYC); 清仓: First Trust Financial Alphad (FXO)
Redstone Wealth Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Redstone Wealth Management, LLC 的主要板块分布如下： • Information Technology: 89.7% • Consumer Discretionary: 5.3% • Financials: 2.8% • Communication Services: 2.1%