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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $42.54万 | 0.14% | 1,513 | 3 | 0.2% | $844 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.55万 | 0.13% | 828 | 7 | 0.9% | $3,513 | 加仓 |
| TFC | TRUIST FINL CORP | $41.24万 | 0.13% | 8,277 | 2,648 | 47.0% | $13.19万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $40.23万 | 0.13% | 3,430 | 40 | 1.2% | $4,691 | 加仓 |
| IMCG | ISHARES TR | $39.99万 | 0.13% | 4,068 | 203 | 5.3% | $2.00万 | 加仓 |
| CVX | CHEVRON CORPORATION | $39.77万 | 0.13% | 2,399 | 1 | 0.0% | $166 | 加仓 |
| EMR | EMERSON ELEC CO | $37.93万 | 0.12% | 2,650 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $37.66万 | 0.12% | 906 | 21 | 2.4% | $8,729 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $36.13万 | 0.11% | 2,042 | 261 | 14.7% | $4.62万 | 加仓 |
| KKR | KKR & CO INC | $35.00万 | 0.11% | 3,813 | 8 | 0.2% | $734 | 加仓 |
| TSLA | TESLA INC | $34.59万 | 0.11% | 822 | -165 | -16.7% | -$6.94万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $32.65万 | 0.10% | 7,059 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $32.61万 | 0.10% | 4,312 | 39 | 0.9% | $2,950 | 加仓 |
| IWR | ISHARES TR | $32.17万 | 0.10% | 2,916 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $31.91万 | 0.10% | 4,346 | -2,946 | -40.4% | -$21.63万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $31.85万 | 0.10% | 6,322 | -907 | -12.5% | -$4.57万 | 减仓 |
| SMLF | ISHARES TR | $30.66万 | 0.10% | 3,440 | 48 | 1.4% | $4,279 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $29.51万 | 0.09% | 684 | 684 | — | $29.51万 | 新建仓 |
| SYK | STRYKER CORPORATION | $29.36万 | 0.09% | 930 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $28.65万 | 0.09% | 7,738 | 133 | 1.7% | $4,924 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $28.57万 | 0.09% | 5,738 | -3,400 | -37.2% | -$16.93万 | 减仓 |
| BN | BROOKFIELD CORP | $28.48万 | 0.09% | 6,688 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $27.28万 | 0.09% | 7,554 | 485 | 6.9% | $1.75万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $26.54万 | 0.08% | 6,531 | 65 | 1.0% | $2,641 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.80万 | 0.08% | 4,000 | 4,000 | — | $25.80万 | 新建仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $24.78万 | 0.08% | 7,205 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $24.55万 | 0.08% | 7,351 | 0 | 0.0% | — | 不变 |
| DECW | AIM ETF PRODUCTS TRUST | $24.46万 | 0.08% | 6,860 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $24.11万 | 0.08% | 992 | 3 | 0.3% | $729 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $23.58万 | 0.07% | 204 | 204 | — | $23.58万 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $23.49万 | 0.07% | 3,066 | 3,066 | — | $23.49万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $23.44万 | 0.07% | 3,056 | 18 | 0.6% | $1,381 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.30万 | 0.07% | 2,655 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $23.28万 | 0.07% | 1,799 | 12 | 0.7% | $1,553 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $22.73万 | 0.07% | 4,280 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $22.73万 | 0.07% | 2,505 | -79 | -3.1% | -$7,168 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $22.11万 | 0.07% | 434 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $20.70万 | 0.07% | 1,125 | 3 | 0.3% | $552 | 加仓 |
| CB | CHUBB LIMITED | $20.63万 | 0.07% | 604 | 604 | — | $20.63万 | 新建仓 |
| 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 |