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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $39.00万 | 0.14% | 1,725 | 1,725 | — | $39.00万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $36.94万 | 0.13% | 3,390 | 3,390 | — | $36.94万 | 新建仓 |
| TSLA | TESLA INC | $36.71万 | 0.13% | 987 | 224 | 29.4% | $8.33万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $36.60万 | 0.13% | 1,510 | 3 | 0.2% | $727 | 加仓 |
| MEAR | ISHARES U S ETF TR | $36.39万 | 0.13% | 7,229 | -1,832 | -20.2% | -$9.22万 | 减仓 |
| KKR | KKR & CO INC | $35.20万 | 0.12% | 3,805 | 8 | 0.2% | $740 | 加仓 |
| EMR | EMERSON ELEC CO | $34.72万 | 0.12% | 2,650 | 2,650 | — | $34.72万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $34.06万 | 0.12% | 1,592 | 1,592 | — | $34.06万 | 新建仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $33.87万 | 0.12% | 3,147 | 971 | 44.6% | $10.45万 | 加仓 |
| SYK | STRYKER CORPORATION | $30.64万 | 0.11% | 930 | 930 | — | $30.64万 | 新建仓 |
| IMCG | ISHARES TR | $30.45万 | 0.11% | 3,865 | 112 | 3.0% | $8,823 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $29.51万 | 0.10% | 7,059 | 7,059 | — | $29.51万 | 新建仓 |
| IWR | ISHARES TR | $28.35万 | 0.10% | 2,916 | 1 | 0.0% | $97 | 加仓 |
| LRGF | ISHARES TR | $28.20万 | 0.10% | 4,273 | 11 | 0.3% | $726 | 加仓 |
| USHY | ISHARES TR | $28.02万 | 0.10% | 7,605 | 84 | 1.1% | $3,095 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $27.62万 | 0.10% | 1,781 | 1,781 | — | $27.62万 | 新建仓 |
| BN | BROOKFIELD CORP | $27.07万 | 0.10% | 6,688 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $26.95万 | 0.10% | 820 | 820 | — | $26.95万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $26.53万 | 0.09% | 2,584 | 2,584 | — | $26.53万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $26.23万 | 0.09% | 434 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $26.22万 | 0.09% | 4,280 | 4,280 | — | $26.22万 | 新建仓 |
| TFC | TRUIST FINL CORP | $25.88万 | 0.09% | 5,629 | 5,629 | — | $25.88万 | 新建仓 |
| SMLF | ISHARES TR | $25.60万 | 0.09% | 3,392 | 3,392 | — | $25.60万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $25.48万 | 0.09% | 1,620 | 1,620 | — | $25.48万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $24.66万 | 0.09% | 2,655 | 2,655 | — | $24.66万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $24.10万 | 0.09% | 7,069 | 0 | 0.0% | — | 不变 |
| JUNW | AIM ETF PRODUCTS TRUST | $24.03万 | 0.08% | 7,205 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $23.95万 | 0.08% | 885 | 885 | — | $23.95万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $23.45万 | 0.08% | 3,038 | 15 | 0.5% | $1,158 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $23.22万 | 0.08% | 7,351 | 16 | 0.2% | $505 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $22.92万 | 0.08% | 6,860 | 19 | 0.3% | $635 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $22.34万 | 0.08% | 6,466 | 67 | 1.0% | $2,315 | 加仓 |
| AMAT | APPLIED MATLS INC | $21.84万 | 0.08% | 639 | -416 | -39.4% | -$14.22万 | 减仓 |
| MRK | MERCK & CO INC | $21.65万 | 0.08% | 1,787 | 1,787 | — | $21.65万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $21.49万 | 0.08% | 989 | 12 | 1.2% | $2,607 | 加仓 |
| VOX | VANGUARD WORLD FD | $20.19万 | 0.07% | 1,122 | 6 | 0.5% | $1,079 | 加仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $18.89万 | 0.07% | 13,608 | 0 | 0.0% | — | 不变 |
| 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 |