CIK: 0001950158
申报总市值
US$2.5亿
申报季度: 2026-03-31 · 持股只数: 832
Lodestone Wealth Management LLC在最新一期 13F 报告中披露了 832 项持股，申报期为 2026-03-31，总持股市值约为 US$2.5亿，季度换手率为 12.5%。
Lodestone Wealth Management LLC 目前披露的持仓，Herfindahl 集中度指数为 0.011——换算下来相当于约 88 个等权重仓位，明显低于其实际披露的 832 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 2.81），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 50%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 MSFT
+4.8% -US$121.3万
加仓 APA
-0.4% US$134.7万
加仓 CGCP
+19.5% US$125.0万
加仓 CVE
-0.8% US$110.3万
减仓 AXP
-3.3% -US$71.4万
减仓 AAPL
-0.1% -US$56.9万
仅显示前 200 大持股（共 832 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGCP | Cap Group Core Plus Income | ETF-其他 | 3.26% | +0.42% | +19.49% | |
| 2 | AAPL | Apple INC | 股票-科技 | 3.13% | -0.32% | -0.08% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.79% | — | +1.31% | |
| 4 | CGSD | Cap Group Short Duration | ETF-其他 | 2.63% | +0.14% | +9.40% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.21% | -0.28% | -0.13% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 2.20% | +0.03% | +7.11% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.95% | -0.55% | +4.84% | |
| 8 | AMGN | Amgen INC | 股票-医疗保健 | 1.88% | +0.09% | +0.42% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -0.18% | -0.06% | |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.71% | +0.09% | +4.30% | |
| 11 | VTV | Vanguard Value ETF | ETF-其他 | 1.71% | — | -0.74% | |
| 12 | CGXU | Cap Group Intl Focus | ETF-其他 | 1.66% | +0.18% | +15.17% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | -0.22% | -0.48% | |
| 14 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.55% | +0.17% | +1.06% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.51% | +0.05% | +3.10% | |
| 16 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 1.41% | — | +4.26% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.39% | — | +4.80% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.35% | — | -0.29% | |
| 19 | APA | Apa CORP | 股票-能源 | 1.27% | +0.52% | -0.37% | |
| 20 | CVE | Cenovus Energy INC | 股票-能源 | 1.22% | +0.41% | -0.83% | |
| 21 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 1.18% | +0.06% | +9.71% | |
| 22 | SPG | Simon Property Group INC | 股票-房地产 | 1.14% | — | +0.07% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 1.13% | — | +0.15% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.13% | -0.11% | -1.69% | |
| 25 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.10% | -0.14% | +1.52% | |
| 26 | DFAI | Dimensional International Co | ETF-其他 | 1.09% | — | +0.29% | |
| 27 | CSCO | Cisco Systems INC | 股票-科技 | 1.09% | — | +0.50% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.07% | — | +5.17% | |
| 29 | AXP | American Express Co | 股票-金融 | 1.07% | -0.32% | -3.35% | |
| 30 | CGUS | Cap Group Core Equity | ETF-其他 | 0.97% | — | +4.98% | |
| 31 | DFIV | Dimensional International Va | ETF-其他 | 0.97% | +0.05% | +2.35% | |
| 32 | CGCB | Cap Group Core Bond | ETF-其他 | 0.95% | — | +0.55% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.94% | -0.14% | -2.30% | |
| 34 | MAC | Macerich Co/the | 股票-其他 | 0.92% | — | -0.49% | |
| 35 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.90% | +0.30% | -1.82% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.90% | +0.22% | +0.54% | |
| 37 | DHI | Dr Horton INC | 股票-周期性消费 | 0.81% | — | -0.90% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.81% | -0.15% | -0.53% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | -0.17% | -4.98% | |
| 40 | DFAT | Dimensional US Target Value | ETF-其他 | 0.75% | +0.14% | +19.35% | |
| 41 | COP | Conocophillips | 股票-能源 | 0.73% | +0.21% | +2.16% | |
| 42 | QCOM | Qualcomm INC | 股票-科技 | 0.70% | -0.26% | -1.26% | |
| 43 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.69% | — | +3.04% | |
| 44 | EBAY | Ebay INC | 股票-周期性消费 | 0.69% | — | -1.16% | |
| 45 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 0.68% | — | +3.05% | |
| 46 | NVR | Nvr INC | 股票-周期性消费 | 0.67% | -0.11% | -1.53% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.13% | -0.13% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.65% | — | +5.34% | |
| 49 | FANG | Diamondback Energy INC | 股票-能源 | 0.64% | +0.16% | +3.74% | |
| 50 | BX | Blackstone INC | 股票-金融 | 0.63% | -0.22% | +2.74% |
Q3 2026表现
+3.3%
近4个季度表现
+21.8%
基于可获取价格的持仓（占申报价值的80%）计算
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 832 | US$2.5亿 | 13 | |
| 2025-12-31 | 850 | US$2.5亿 | 18 | |
| 2025-09-30 | 212 | US$2.2亿 | 21 | |
| 2025-06-30 | 168 | US$2.1亿 | 0 | |
| 2025-03-31 | 192 | US$1.9亿 | 0 | |
| 2024-12-31 | 190 | US$2.0亿 | 0 | |
| 2024-09-30 | 182 | US$2.0亿 | 0 | |
| 2024-06-30 | 183 | US$1.9亿 | 0 | |
| 2024-03-31 | 185 | US$1.9亿 | 0 | |
| 2023-12-31 | 175 | US$1.7亿 | 0 | |
| 2023-09-30 | 158 | US$1.4亿 | 0 | |
| 2023-06-30 | 128 | US$1.5亿 | 0 | |
| 2023-03-31 | 154 | US$1.3亿 | 0 | |
| 2022-12-31 | 150 | US$1.2亿 | 0 |
Lodestone Wealth Management LLC 在 2026-03-31 最显著的持仓异动： 加仓: Microsoft CORP (MSFT) — 股数 +4.84%; 减仓: Apa CORP (APA) — 股数 -0.37%; 加仓: Cap Group Core Plus Income (CGCP) — 股数 +19.49%; 减仓: Cenovus Energy INC (CVE) — 股数 -0.83%; 减仓: American Express Co (AXP) — 股数 -3.35%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APA | Apa CORP | +0.5% | -0.37% | 减仓 |
| 2 | CGCP | Cap Group Core Plus Income | +0.4% | +19.49% | 加仓 |
| 3 | CVE | Cenovus Energy INC | +0.4% | -0.83% | 减仓 |
| 4 | OXY | Occidental Petroleum CORP | +0.3% | -1.82% | 减仓 |
| 5 | CVX | Chevron CORP | +0.2% | +0.54% | 加仓 |
| 6 | COP | Conocophillips | +0.2% | +2.16% | 加仓 |
| 7 | CGXU | Cap Group Intl Focus | +0.2% | +15.17% | 加仓 |
| 8 | AVDV | Avantis Intl S/c Value ETF | +0.2% | +7450.85% | 加仓 |
| 9 | MRK | Merck & Co. INC. | +0.2% | +1.06% | 加仓 |
| 10 | CGNG | Cap Group New Geography Eq | +0.2% | +70.60% | 加仓 |
| 11 | FANG | Diamondback Energy INC | +0.2% | +3.74% | 加仓 |
| 12 | XOM | Exxon Mobil CORP | +0.2% | +0.40% | 加仓 |
| 13 | CGSD | Cap Group Short Duration | +0.1% | +9.40% | 加仓 |
| 14 | DFAT | Dimensional US Target Value | +0.1% | +19.35% | 加仓 |
| 15 | CGIE | Cap Group Intl Equity | +0.1% | +113.55% | 加仓 |
| 16 | WSM | Williams-sonoma INC | +0.1% | +1758.42% | 加仓 |
| 17 | TGT | Target CORP | +0.1% | +1.51% | 加仓 |
| 18 | AVGO | Broadcom INC | +0.1% | +64.79% | 加仓 |
| 19 | DOCN | Digitalocean Holdings INC | +0.1% | +9.70% | 加仓 |
| 20 | AMGN | Amgen INC | +0.1% | +0.42% | 加仓 |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +4.30% | 加仓 |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +5.86% | 加仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -0.05% | 减仓 |
| 24 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +9.71% | 加仓 |
| 25 | COST | Costco Wholesale CORP | +0.1% | -0.40% | 减仓 |
| 26 | CGGO | Cap Group Global Growth | +0.1% | +24.45% | 加仓 |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.10% | 加仓 |
| 28 | DFIV | Dimensional International Va | +0.1% | +2.35% | 加仓 |
| 29 | CGDV | Cap Group Dividend Value | 0% | +7.11% | 加仓 |
| 30 | ACN | Accenture plc | -0.1% | -51.53% | 减仓 |
| 31 | UNH | Unitedhealth Group INC | -0.1% | -5.42% | 减仓 |
| 32 | ORCL | Oracle CORP | -0.1% | +0.23% | 加仓 |
| 33 | NVR | Nvr INC | -0.1% | -1.53% | 减仓 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.69% | 减仓 |
| 35 | PLTR | Palantir Technologies Inc-a | -0.1% | -4.34% | 减仓 |
| 36 | LEN | Lennar Corp-a | -0.1% | -0.78% | 减仓 |
| 37 | V | Visa Inc-class A Shares | -0.1% | -0.13% | 减仓 |
| 38 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.30% | 减仓 |
| 39 | AMZN | Amazon.com INC | -0.1% | +1.52% | 加仓 |
| 40 | META | Meta Platforms Inc-class A | -0.2% | -0.53% | 减仓 |
| 41 | BAC | Bank Of America CORP | -0.2% | -4.98% | 减仓 |
| 42 | PCAR | Paccar INC | -0.2% | -32.59% | 减仓 |
| 43 | NVDA | Nvidia CORP | -0.2% | -0.06% | 减仓 |
| 44 | BX | Blackstone INC | -0.2% | +2.74% | 加仓 |
| 45 | JPM | Jpmorgan Chase & Co | -0.2% | -0.48% | 减仓 |
| 46 | QCOM | Qualcomm INC | -0.3% | -1.26% | 减仓 |
| 47 | GOOG | Alphabet Inc-cl C | -0.3% | -0.13% | 减仓 |
| 48 | AXP | American Express Co | -0.3% | -3.35% | 减仓 |
| 49 | AAPL | Apple INC | -0.3% | -0.08% | 减仓 |
| 50 | MSFT | Microsoft CORP | -0.6% | +4.84% | 加仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-01 | 修正案 | 在 EDGAR 上查看 |
| 2026-03-31 | 2026-05-01 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-24 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-08-12 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-28 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-30 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-29 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-07-16 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-30 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-25 | 13F-HR | 在 EDGAR 上查看 |
| 2023-09-30 | 2023-10-20 | 13F-HR | 在 EDGAR 上查看 |
| 2023-06-30 | 2023-07-25 | 13F-HR | 在 EDGAR 上查看 |
| 2023-03-31 | 2023-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2022-12-31 | 2023-02-09 | 13F-HR | 在 EDGAR 上查看 |
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