STONE LOFT WEALTH MANAGEMENT LLC
CIK 2130930 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $175.8M
- 持仓
- 31
- 截至
- 2026年6月30日
按 13F 价值排名第 6900（共 9443） · 前 73.1%
投资组合价值同比（季度）：+25.6% 13F不披露现金
- 前十大持仓权重
- 87.40%
- 前二十五大持仓权重
- 98.98%
- 持仓高于 1%
- 14
- 有效持仓数量
- 8.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.07% 估计买入 $28191590 · 卖出 $1685464
- 新仓位
- 2
- 增加
- 19
- 减少
- 9
- 已结清
- 0
行业细分
Technology
0.4%
Communications
0.3%
Healthcare
0.1%
其他/未映射
99.2%
完整投资组合 31 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VTI | $41005470 | 23.32% | 110105 | $7188251 | 上涨 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $28125983 | 16.00% | 330933 | $6996564 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $23130430 | 13.16% | 317638 | $6467287 | 上涨 ×2 | ||
| VOO | $16808475 | 9.56% | 24227 | $2014945 | 下跌 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $14861760 | 8.45% | 309427 | $2497065 | 上涨 ×2 | ||
| VEU | $12511690 | 7.12% | 150508 | $1261720 | 上涨 ×2 | ||
| VXF | $5424339 | 3.09% | 22574 | $972795 | 上涨 ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $4620373 | 2.63% | 56394 | $2000191 | 上涨 ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $3948807 | 2.25% | 39276 | $1800434 | 上涨 ×1 | ||
| VUG | $3219297 | 1.83% | 36683 | $551529 | 上涨 ×2 | ||
| VTV | $2614368 | 1.49% | 12021 | $246962 | 下跌 ×1 | ||
| VTEB | $2354279 | 1.34% | 46889 | 上涨 ×1 | |||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2296950 | 1.31% | 29175 | $1428136 | 上涨 ×1 | ||
| VO | $1795964 | 1.02% | 22324 | $197502 | 上涨 ×2 | ||
| VB | $1696659 | 0.97% | 5712 | $201905 | 上涨 ×2 | ||
| VEA | $1677858 | 0.95% | 23692 | $167748 | 上涨 ×2 | ||
| VIG | $1640298 | 0.93% | 6911 | $-807212 | 下跌 ×1 | ||
| SGVT | $1272647 | 0.72% | 12648 | $-70778 | 下跌 ×2 | ||
| VTEI | $1164145 | 0.66% | 11599 | $20601 | 上涨 ×2 | ||
| VTEL | $845585 | 0.48% | 8148 | $-17989 | 下跌 ×1 | ||
| VTES | $830442 | 0.47% | 8221 | $-29225 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $662527 | 0.38% | 1675 | $42751 | 上涨 ×1 | ||
| SPY SPY | $598545 | 0.34% | 793 | $83138 | |||
| MSI Motorola Solutions, Inc. Common Stock | $497136 | 0.28% | 1221 | $-29704 | 上涨 ×1 | ||
| VV | $405950 | 0.23% | 1168 | $57970 | 上涨 ×1 | ||
| IVW | $404898 | 0.23% | 2922 | $74522 | 上涨 ×2 | ||
| IWF | $386099 | 0.22% | 3124 | $38540 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $308975 | 0.18% | 430 | $45781 | 下跌 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $260692 | 0.15% | 2109 | $-69382 | 下跌 ×1 | ||
| BIV | $231921 | 0.13% | 3046 | $-27078 | 下跌 ×1 | ||
| STIP | $200560 | 0.11% | 1979 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| VTEB | $2354279 | 46889 | 1.34% |
| STIP | $200560 | 1979 | 0.11% |