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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $146.19万 | 0.52% | 4,155 | 26 | 0.6% | $9,148 | 加仓 |
| IJK | ISHARES TR | $158.51万 | 0.56% | 15,753 | 632 | 4.2% | $6.36万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $164.10万 | 0.58% | 7,630 | 547 | 7.7% | $11.76万 | 加仓 |
| STIP | ISHARES TR | $164.52万 | 0.58% | 15,906 | -1,076 | -6.3% | -$11.13万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $175.26万 | 0.62% | 37,361 | -101 | -0.3% | -$4,738 | 减仓 |
| SLYG | SPDR SER TR | $187.58万 | 0.66% | 19,414 | 536 | 2.8% | $5.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $188.63万 | 0.67% | 5,096 | 2,488 | 95.4% | $92.09万 | 加仓 |
| AVGO | BROADCOM INC | $191.90万 | 0.68% | 6,200 | 919 | 17.4% | $28.44万 | 加仓 |
| PGR | PROGRESSIVE CORP | $237.79万 | 0.84% | 11,995 | 5,518 | 85.2% | $109.39万 | 加仓 |
| IGIB | ISHARES TR | $254.60万 | 0.90% | 47,840 | 3,568 | 8.1% | $18.99万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $265.26万 | 0.94% | 35,278 | 4,858 | 16.0% | $36.53万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $277.98万 | 0.98% | 36,745 | 28,699 | 356.7% | $217.11万 | 加仓 |
| AAPL | APPLE INC | $286.76万 | 1.01% | 11,299 | 3,431 | 43.6% | $87.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $289.72万 | 1.02% | 9,578 | 21 | 0.2% | $6,352 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $337.41万 | 1.19% | 67,631 | -11,793 | -14.8% | -$58.84万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $337.65万 | 1.19% | 47,469 | -531 | -1.1% | -$3.78万 | 减仓 |
| TJX | TJX COS INC NEW | $361.38万 | 1.28% | 22,629 | 3,197 | 16.5% | $51.06万 | 加仓 |
| UNP | UNION PAC CORP | $362.11万 | 1.28% | 14,925 | 179 | 1.2% | $4.34万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $365.43万 | 1.29% | 75,408 | 23,682 | 45.8% | $114.76万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $370.44万 | 1.31% | 12,256 | 38 | 0.3% | $1.15万 | 加仓 |
| — | WISDOMTREE TR | $378.69万 | 1.34% | 69,663 | 15,596 | 28.8% | $84.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $394.89万 | 1.40% | 22,642 | 568 | 2.6% | $9.91万 | 加仓 |
| SLYV | SPDR SER TR | $415.67万 | 1.47% | 43,949 | -157 | -0.4% | -$1.48万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $422.32万 | 1.49% | 38,501 | 496 | 1.3% | $5.44万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $434.89万 | 1.54% | 22,166 | 741 | 3.5% | $14.54万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $488.79万 | 1.73% | 19,996 | 1,654 | 9.0% | $40.43万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $554.71万 | 1.96% | 30,101 | 74 | 0.2% | $1.36万 | 加仓 |
| IWP | ISHARES TR | $557.48万 | 1.97% | 43,513 | -217 | -0.5% | -$2.78万 | 减仓 |
| GOOGL | ALPHABET INC | $589.01万 | 2.08% | 20,483 | 3,746 | 22.4% | $107.72万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $602.66万 | 2.13% | 6,048 | 7 | 0.1% | $6,975 | 加仓 |
| IEFA | ISHARES TR | $605.81万 | 2.14% | 66,918 | 451 | 0.7% | $4.08万 | 加仓 |
| SPYV | SPDR SER TR | $629.05万 | 2.22% | 111,178 | -711 | -0.6% | -$4.02万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $650.30万 | 2.30% | 104,131 | 1,158 | 1.1% | $7.23万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $730.27万 | 2.58% | 97,174 | -6,653 | -6.4% | -$50.00万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,139.14万 | 4.03% | 23,772 | 1,426 | 6.4% | $68.33万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,157.50万 | 4.09% | 228,259 | -51,366 | -18.4% | -$260.48万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,265.70万 | 4.48% | 159,669 | 2,457 | 1.6% | $19.48万 | 加仓 |
| SPYG | SPDR SER TR | $1,269.71万 | 4.49% | 129,681 | 5,878 | 4.7% | $57.55万 | 加仓 |
| AMZN | AMAZON COM INC | $1,386.51万 | 4.90% | 66,573 | 2,722 | 4.3% | $56.69万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,802.23万 | 6.37% | 217,792 | 6,225 | 2.9% | $51.51万 | 加仓 |
| IVV | ISHARES TR | $2,326.81万 | 8.23% | 35,621 | 988 | 2.9% | $64.54万 | 加仓 |