TAGStone Capital, Inc.
CHARLOTTE NC · SEC CIK 0001903044
$3.15亿2026Q2 申报市值
139持仓数
43.2%前十大占比 · 第一大 8.5%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VCSH 加仓+$98.59万
VCIT 加仓+$85.70万
IQLT 加仓+$74.57万
NVDA 加仓+$68.51万
SPHQ 加仓+$56.71万
2026Q2 卖出最多 按季末市值估算
DUSB 减仓-$96.55万
ICSH 减仓-$61.50万
SGOV 清仓-$54.60万
HONEYWELL INTL I 清仓-$39.00万
VTEB 减仓-$34.41万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -5,425 | -100.0% | -$54.60万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,725 | -100.0% | -$39.00万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,620 | -100.0% | -$25.48万 | 清仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $0 | 0.00% | 0 | -13,608 | -100.0% | -$18.89万 | 清仓 |
| CB | CHUBB LIMITED | $20.63万 | 0.07% | 604 | 604 | — | $20.63万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $20.70万 | 0.07% | 1,125 | 3 | 0.3% | $552 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $22.11万 | 0.07% | 434 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $22.73万 | 0.07% | 2,505 | -79 | -3.1% | -$7,168 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $22.73万 | 0.07% | 4,280 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.28万 | 0.07% | 1,799 | 12 | 0.7% | $1,553 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.30万 | 0.07% | 2,655 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $23.44万 | 0.07% | 3,056 | 18 | 0.6% | $1,381 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $23.49万 | 0.07% | 3,066 | 3,066 | — | $23.49万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $23.58万 | 0.07% | 204 | 204 | — | $23.58万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $24.11万 | 0.08% | 992 | 3 | 0.3% | $729 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $24.46万 | 0.08% | 6,860 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $24.55万 | 0.08% | 7,351 | 0 | 0.0% | — | 不变 |
| JUNW | AIM ETF PRODUCTS TRUST | $24.78万 | 0.08% | 7,205 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.80万 | 0.08% | 4,000 | 4,000 | — | $25.80万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $26.54万 | 0.08% | 6,531 | 65 | 1.0% | $2,641 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $27.28万 | 0.09% | 7,554 | 485 | 6.9% | $1.75万 | 加仓 |
| BN | BROOKFIELD CORP | $28.48万 | 0.09% | 6,688 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $28.57万 | 0.09% | 5,738 | -3,400 | -37.2% | -$16.93万 | 减仓 |
| USHY | ISHARES TR | $28.65万 | 0.09% | 7,738 | 133 | 1.7% | $4,924 | 加仓 |
| SYK | STRYKER CORPORATION | $29.36万 | 0.09% | 930 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $29.51万 | 0.09% | 684 | 684 | — | $29.51万 | 新建仓 |
| SMLF | ISHARES TR | $30.66万 | 0.10% | 3,440 | 48 | 1.4% | $4,279 | 加仓 |
| MEAR | ISHARES U S ETF TR | $31.85万 | 0.10% | 6,322 | -907 | -12.5% | -$4.57万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $31.91万 | 0.10% | 4,346 | -2,946 | -40.4% | -$21.63万 | 减仓 |
| IWR | ISHARES TR | $32.17万 | 0.10% | 2,916 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $32.61万 | 0.10% | 4,312 | 39 | 0.9% | $2,950 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $32.65万 | 0.10% | 7,059 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $34.59万 | 0.11% | 822 | -165 | -16.7% | -$6.94万 | 减仓 |
| KKR | KKR & CO INC | $35.00万 | 0.11% | 3,813 | 8 | 0.2% | $734 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $36.13万 | 0.11% | 2,042 | 261 | 14.7% | $4.62万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $37.66万 | 0.12% | 906 | 21 | 2.4% | $8,729 | 加仓 |
| EMR | EMERSON ELEC CO | $37.93万 | 0.12% | 2,650 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $39.77万 | 0.13% | 2,399 | 1 | 0.0% | $166 | 加仓 |
| IMCG | ISHARES TR | $39.99万 | 0.13% | 4,068 | 203 | 5.3% | $2.00万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $40.23万 | 0.13% | 3,430 | 40 | 1.2% | $4,691 | 加仓 |
| TFC | TRUIST FINL CORP | $41.24万 | 0.13% | 8,277 | 2,648 | 47.0% | $13.19万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.55万 | 0.13% | 828 | 7 | 0.9% | $3,513 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.54万 | 0.14% | 1,513 | 3 | 0.2% | $844 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $43.25万 | 0.14% | 7,657 | 168 | 2.2% | $9,489 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.11万 | 0.14% | 13,911 | 13,911 | — | $44.11万 | 新建仓 |
| IGV | ISHARES TR | $46.12万 | 0.15% | 5,090 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $46.12万 | 0.15% | 13,165 | 200 | 1.5% | $7,006 | 加仓 |
| AMAT | APPLIED MATLS INC | $46.20万 | 0.15% | 639 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $47.38万 | 0.15% | 5,685 | 38 | 0.7% | $3,167 | 加仓 |
| HD | HOME DEPOT INC | $48.60万 | 0.15% | 1,378 | 1 | 0.1% | $353 | 加仓 |
| EEM | ISHARES TR | $49.51万 | 0.16% | 7,237 | -759 | -9.5% | -$5.19万 | 减仓 |
| ICSH | ISHARES TR | $49.72万 | 0.16% | 9,829 | -12,158 | -55.3% | -$61.50万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $50.68万 | 0.16% | 8,687 | 66 | 0.8% | $3,850 | 加仓 |
| ULTA | ULTA BEAUTY INC | $50.74万 | 0.16% | 1,125 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $50.93万 | 0.16% | 2,105 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $51.98万 | 0.17% | 5,270 | 5 | 0.1% | $493 | 加仓 |
| SOXX | ISHARES TR | $52.54万 | 0.17% | 820 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $55.14万 | 0.18% | 5,443 | -440 | -7.5% | -$4.46万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $56.52万 | 0.18% | 7,159 | 27 | 0.4% | $2,132 | 加仓 |
| IYR | ISHARES TR | $57.59万 | 0.18% | 5,633 | -1,859 | -24.8% | -$19.01万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $59.88万 | 0.19% | 3,881 | 21 | 0.5% | $3,240 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $61.12万 | 0.19% | 12,800 | -3,376 | -20.9% | -$16.12万 | 减仓 |
| PEP | PEPSICO INC | $61.23万 | 0.19% | 4,522 | 57 | 1.3% | $7,718 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $61.56万 | 0.20% | 23,533 | -10,638 | -31.1% | -$27.83万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $61.63万 | 0.20% | 5,039 | 1,892 | 60.1% | $23.14万 | 加仓 |
| SUB | ISHARES TR | $62.78万 | 0.20% | 5,896 | 37 | 0.6% | $3,939 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $63.38万 | 0.20% | 6,869 | 143 | 2.1% | $1.32万 | 加仓 |
| COWZ | PACER FDS TR | $63.51万 | 0.20% | 10,210 | -377 | -3.6% | -$2.34万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $65.20万 | 0.21% | 16,489 | 10 | 0.1% | $395 | 加仓 |
| LRCX | LAM RESEARCH CORP | $69.03万 | 0.22% | 1,592 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $74.10万 | 0.24% | 1,005 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $79.72万 | 0.25% | 18,886 | 118 | 0.6% | $4,981 | 加仓 |
| IWM | ISHARES TR | $79.84万 | 0.25% | 2,657 | -75 | -2.7% | -$2.25万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $81.41万 | 0.26% | 8,389 | -113 | -1.3% | -$1.10万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $85.24万 | 0.27% | 17,629 | 127 | 0.7% | $6,141 | 加仓 |
| META | META PLATFORMS INC | $86.00万 | 0.27% | 1,527 | 35 | 2.3% | $1.97万 | 加仓 |
| IJS | ISHARES TR | $87.59万 | 0.28% | 6,408 | 26 | 0.4% | $3,554 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $89.08万 | 0.28% | 20,829 | 4,711 | 29.2% | $20.15万 | 加仓 |
| WMT | WALMART INC | $90.33万 | 0.29% | 7,975 | 1,489 | 23.0% | $16.87万 | 加仓 |
| IWN | ISHARES TR | $90.36万 | 0.29% | 4,085 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $90.79万 | 0.29% | 4,785 | 1 | 0.0% | $190 | 加仓 |
| MDYV | SPDR SERIES TRUST | $91.39万 | 0.29% | 9,635 | 43 | 0.4% | $4,079 | 加仓 |
| IJT | ISHARES TR | $91.65万 | 0.29% | 5,132 | -88 | -1.7% | -$1.57万 | 减仓 |
| LLY | ELI LILLY & CO | $93.90万 | 0.30% | 783 | -26 | -3.2% | -$3.12万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $98.08万 | 0.31% | 10,476 | 5,280 | 101.6% | $49.43万 | 加仓 |
| IGSB | ISHARES TR | $98.85万 | 0.31% | 18,860 | 6,103 | 47.8% | $31.99万 | 加仓 |
| BAC | BANK OF AMER CORP | $104.56万 | 0.33% | 18,350 | 172 | 0.9% | $9,801 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $105.58万 | 0.34% | 5,541 | 35 | 0.6% | $6,669 | 加仓 |
| IXUS | ISHARES TR | $106.81万 | 0.34% | 11,191 | -36 | -0.3% | -$3,436 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $107.63万 | 0.34% | 28,885 | 964 | 3.5% | $3.59万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $108.99万 | 0.35% | 8,976 | 22 | 0.2% | $2,671 | 加仓 |
| V | VISA INC | $118.43万 | 0.38% | 3,452 | 5 | 0.1% | $1,715 | 加仓 |
| IJJ | ISHARES TR | $124.29万 | 0.40% | 8,413 | 29 | 0.3% | $4,284 | 加仓 |
| SCZ | ISHARES TR | $125.12万 | 0.40% | 15,209 | -702 | -4.4% | -$5.78万 | 减仓 |
| IEMG | ISHARES INC | $126.60万 | 0.40% | 15,283 | -183 | -1.2% | -$1.52万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $130.72万 | 0.42% | 11,580 | 2,309 | 24.9% | $26.06万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $134.72万 | 0.43% | 8,340 | 2,938 | 54.4% | $47.46万 | 加仓 |
| IWF | ISHARES TR | $139.50万 | 0.44% | 11,234 | -30 | -0.3% | -$3,725 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $139.70万 | 0.44% | 8,211 | 1,888 | 29.9% | $32.12万 | 加仓 |
| STIP | ISHARES TR | $140.79万 | 0.45% | 13,781 | -2,125 | -13.4% | -$21.71万 | 减仓 |