TAGStone Capital, Inc.
CHARLOTTE NC · SEC CIK 0001903044
$2.83亿2026Q1 申报市值
137持仓数
43.7%前十大占比 · 第一大 8.2%
24 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VBIL 加仓+$217.11万
DFUV 加仓+$114.76万
PGR 加仓+$109.39万
GOOGL 加仓+$107.72万
MSFT 加仓+$92.09万
2026Q1 卖出最多 按季末市值估算
DUSB 减仓-$260.48万
SGOV 减仓-$103.03万
VTEB 减仓-$58.84万
LRCX 清仓-$51.43万
VCRM 减仓-$50.00万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$51.43万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,449 | -100.0% | -$23.32万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -6,815 | -100.0% | -$23.21万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -107 | -100.0% | -$20.45万 | 清仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $18.89万 | 0.07% | 13,608 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $20.19万 | 0.07% | 1,122 | 6 | 0.5% | $1,079 | 加仓 |
| VBR | VANGUARD INDEX FDS | $21.49万 | 0.08% | 989 | 12 | 1.2% | $2,607 | 加仓 |
| MRK | MERCK & CO INC | $21.65万 | 0.08% | 1,787 | 1,787 | — | $21.65万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.84万 | 0.08% | 639 | -416 | -39.4% | -$14.22万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $22.34万 | 0.08% | 6,466 | 67 | 1.0% | $2,315 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $22.92万 | 0.08% | 6,860 | 19 | 0.3% | $635 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $23.22万 | 0.08% | 7,351 | 16 | 0.2% | $505 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $23.45万 | 0.08% | 3,038 | 15 | 0.5% | $1,158 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $23.95万 | 0.08% | 885 | 885 | — | $23.95万 | 新建仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $24.03万 | 0.08% | 7,205 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $24.10万 | 0.09% | 7,069 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $24.66万 | 0.09% | 2,655 | 2,655 | — | $24.66万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $25.48万 | 0.09% | 1,620 | 1,620 | — | $25.48万 | 新建仓 |
| SMLF | ISHARES TR | $25.60万 | 0.09% | 3,392 | 3,392 | — | $25.60万 | 新建仓 |
| TFC | TRUIST FINL CORP | $25.88万 | 0.09% | 5,629 | 5,629 | — | $25.88万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $26.22万 | 0.09% | 4,280 | 4,280 | — | $26.22万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $26.23万 | 0.09% | 434 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $26.53万 | 0.09% | 2,584 | 2,584 | — | $26.53万 | 新建仓 |
| SOXX | ISHARES TR | $26.95万 | 0.10% | 820 | 820 | — | $26.95万 | 新建仓 |
| BN | BROOKFIELD CORP | $27.07万 | 0.10% | 6,688 | 0 | 0.0% | — | 不变 |
| VFMF | VANGUARD WELLINGTON FD | $27.62万 | 0.10% | 1,781 | 1,781 | — | $27.62万 | 新建仓 |
| USHY | ISHARES TR | $28.02万 | 0.10% | 7,605 | 84 | 1.1% | $3,095 | 加仓 |
| LRGF | ISHARES TR | $28.20万 | 0.10% | 4,273 | 11 | 0.3% | $726 | 加仓 |
| IWR | ISHARES TR | $28.35万 | 0.10% | 2,916 | 1 | 0.0% | $97 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $29.51万 | 0.10% | 7,059 | 7,059 | — | $29.51万 | 新建仓 |
| IMCG | ISHARES TR | $30.45万 | 0.11% | 3,865 | 112 | 3.0% | $8,823 | 加仓 |
| SYK | STRYKER CORPORATION | $30.64万 | 0.11% | 930 | 930 | — | $30.64万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $33.87万 | 0.12% | 3,147 | 971 | 44.6% | $10.45万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $34.06万 | 0.12% | 1,592 | 1,592 | — | $34.06万 | 新建仓 |
| EMR | EMERSON ELEC CO | $34.72万 | 0.12% | 2,650 | 2,650 | — | $34.72万 | 新建仓 |
| KKR | KKR & CO INC | $35.20万 | 0.12% | 3,805 | 8 | 0.2% | $740 | 加仓 |
| MEAR | ISHARES U S ETF TR | $36.39万 | 0.13% | 7,229 | -1,832 | -20.2% | -$9.22万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.60万 | 0.13% | 1,510 | 3 | 0.2% | $727 | 加仓 |
| TSLA | TESLA INC | $36.71万 | 0.13% | 987 | 224 | 29.4% | $8.33万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $36.94万 | 0.13% | 3,390 | 3,390 | — | $36.94万 | 新建仓 |
| — | HONEYWELL INTL INC | $39.00万 | 0.14% | 1,725 | 1,725 | — | $39.00万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $39.50万 | 0.14% | 5,196 | 1,161 | 28.8% | $8.83万 | 加仓 |
| KTB | KONTOOR BRANDS INC | $39.69万 | 0.14% | 5,647 | 44 | 0.8% | $3,093 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.39万 | 0.14% | 821 | 821 | — | $40.39万 | 新建仓 |
| IGV | ISHARES TR | $40.75万 | 0.14% | 5,090 | 3,099 | 155.7% | $24.81万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.45万 | 0.15% | 7,489 | 143 | 1.9% | $8,105 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $43.65万 | 0.15% | 12,965 | 63 | 0.5% | $2,121 | 加仓 |
| AME | AMETEK INC | $45.12万 | 0.16% | 2,105 | 2,105 | — | $45.12万 | 新建仓 |
| HD | HOME DEPOT INC | $45.29万 | 0.16% | 1,377 | 1,377 | — | $45.29万 | 新建仓 |
| EEM | ISHARES TR | $45.41万 | 0.16% | 7,996 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $45.49万 | 0.16% | 9,138 | 3,159 | 52.8% | $15.73万 | 加仓 |
| CVX | CHEVRON CORPORATION | $49.62万 | 0.18% | 2,398 | 2,398 | — | $49.62万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $50.12万 | 0.18% | 8,621 | 55 | 0.6% | $3,198 | 加仓 |
| ESAB | ESAB CORPORATION | $50.89万 | 0.18% | 5,265 | 5 | 0.1% | $483 | 加仓 |
| EL | LAUDER ESTEE COS INC | $51.19万 | 0.18% | 7,132 | 28 | 0.4% | $2,010 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $53.70万 | 0.19% | 7,292 | 7,292 | — | $53.70万 | 新建仓 |
| DEHP | DIMENSIONAL ETF TRUST | $54.46万 | 0.19% | 16,118 | 1,855 | 13.0% | $6.27万 | 加仓 |
| SGOV | ISHARES TR | $54.60万 | 0.19% | 5,425 | -10,236 | -65.4% | -$103.03万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $56.27万 | 0.20% | 3,860 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $58.01万 | 0.21% | 1,005 | 235 | 30.5% | $13.57万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $58.80万 | 0.21% | 1,125 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $58.85万 | 0.21% | 16,479 | 119 | 0.7% | $4,249 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $59.50万 | 0.21% | 5,883 | -4,490 | -43.3% | -$45.41万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $60.56万 | 0.21% | 5,402 | 1,187 | 28.2% | $13.31万 | 加仓 |
| SUB | ISHARES TR | $62.40万 | 0.22% | 5,859 | 25 | 0.4% | $2,662 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $63.21万 | 0.22% | 6,726 | 16 | 0.2% | $1,504 | 加仓 |
| COWZ | PACER FDS TR | $66.24万 | 0.23% | 10,587 | 133 | 1.3% | $8,321 | 加仓 |
| IGSB | ISHARES TR | $67.05万 | 0.24% | 12,757 | 3,845 | 43.1% | $20.21万 | 加仓 |
| IWM | ISHARES TR | $67.76万 | 0.24% | 2,732 | -24 | -0.9% | -$5,952 | 减仓 |
| PEP | PEPSICO INC | $69.33万 | 0.25% | 4,465 | 1,926 | 75.9% | $29.91万 | 加仓 |
| IYR | ISHARES TR | $70.85万 | 0.25% | 7,492 | -3,948 | -34.5% | -$37.33万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $73.18万 | 0.26% | 5,506 | 5,506 | — | $73.18万 | 新建仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $73.79万 | 0.26% | 17,502 | 1,189 | 7.3% | $5.01万 | 加仓 |
| LLY | LILLY ELI & CO | $74.41万 | 0.26% | 809 | 186 | 29.9% | $17.11万 | 加仓 |
| IJT | ISHARES TR | $75.54万 | 0.27% | 5,220 | -61 | -1.2% | -$8,828 | 减仓 |
| IJS | ISHARES TR | $75.60万 | 0.27% | 6,382 | 11 | 0.2% | $1,303 | 加仓 |
| IWN | ISHARES TR | $77.45万 | 0.27% | 4,085 | 4,085 | — | $77.45万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $77.45万 | 0.27% | 16,176 | -110 | -0.7% | -$5,267 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $79.24万 | 0.28% | 18,768 | -72 | -0.4% | -$3,040 | 减仓 |
| IQLT | ISHARES TR | $79.58万 | 0.28% | 17,214 | 2,091 | 13.8% | $9.67万 | 加仓 |
| WMT | WALMART INC | $80.76万 | 0.29% | 6,486 | 6,486 | — | $80.76万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $80.81万 | 0.29% | 34,171 | -3,075 | -8.3% | -$7.27万 | 减仓 |
| MDYV | SPDR SER TR | $81.67万 | 0.29% | 9,592 | 76 | 0.8% | $6,471 | 加仓 |
| META | META PLATFORMS INC | $85.33万 | 0.30% | 1,492 | 252 | 20.3% | $14.41万 | 加仓 |
| BAC | BK OF AMERICA CORP | $88.62万 | 0.31% | 18,178 | 2,535 | 16.2% | $12.36万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $89.69万 | 0.32% | 8,954 | 722 | 8.8% | $7.23万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $91.70万 | 0.32% | 6,323 | 740 | 13.3% | $10.73万 | 加仓 |
| RTX | RTX CORPORATION | $92.29万 | 0.33% | 4,784 | 2,968 | 163.4% | $57.25万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $95.83万 | 0.34% | 9,271 | 1,060 | 12.9% | $10.96万 | 加仓 |
| IXUS | ISHARES TR | $97.27万 | 0.34% | 11,227 | -320 | -2.8% | -$2.77万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $99.20万 | 0.35% | 27,921 | 1,301 | 4.9% | $4.62万 | 加仓 |
| V | VISA INC | $104.18万 | 0.37% | 3,447 | 990 | 40.3% | $29.92万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $106.67万 | 0.38% | 8,502 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES TR | $107.88万 | 0.38% | 15,466 | -504 | -3.2% | -$3.52万 | 减仓 |
| IJJ | ISHARES TR | $111.08万 | 0.39% | 8,384 | 29 | 0.3% | $3,842 | 加仓 |
| ICSH | ISHARES TR | $111.30万 | 0.39% | 21,987 | -2,507 | -10.2% | -$12.69万 | 减仓 |
| IWF | ISHARES TR | $120.09万 | 0.42% | 2,816 | -2 | -0.1% | -$853 | 减仓 |
| SCZ | ISHARES TR | $124.76万 | 0.44% | 15,911 | -321 | -2.0% | -$2.52万 | 减仓 |
| VGT | VANGUARD WORLD FD | $125.15万 | 0.44% | 1,794 | 2 | 0.1% | $1,395 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $135.65万 | 0.48% | 4,612 | 1,551 | 50.7% | $45.62万 | 加仓 |