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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,326.81万 | 8.23% | 35,621 | 988 | 2.9% | $64.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,802.23万 | 6.37% | 217,792 | 6,225 | 2.9% | $51.51万 | 加仓 |
| AMZN | AMAZON COM INC | $1,386.51万 | 4.90% | 66,573 | 2,722 | 4.3% | $56.69万 | 加仓 |
| SPYG | SPDR SER TR | $1,269.71万 | 4.49% | 129,681 | 5,878 | 4.7% | $57.55万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,265.70万 | 4.48% | 159,669 | 2,457 | 1.6% | $19.48万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,157.50万 | 4.09% | 228,259 | -51,366 | -18.4% | -$260.48万 | 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 |
| VCRM | VANGUARD MUN BD FDS | $730.27万 | 2.58% | 97,174 | -6,653 | -6.4% | -$50.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $650.30万 | 2.30% | 104,131 | 1,158 | 1.1% | $7.23万 | 加仓 |
| SPYV | SPDR SER TR | $629.05万 | 2.22% | 111,178 | -711 | -0.6% | -$4.02万 | 减仓 |
| IEFA | ISHARES TR | $605.81万 | 2.14% | 66,918 | 451 | 0.7% | $4.08万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $602.66万 | 2.13% | 6,048 | 7 | 0.1% | $6,975 | 加仓 |
| GOOGL | ALPHABET INC | $589.01万 | 2.08% | 20,483 | 3,746 | 22.4% | $107.72万 | 加仓 |
| IWP | ISHARES TR | $557.48万 | 1.97% | 43,513 | -217 | -0.5% | -$2.78万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $554.71万 | 1.96% | 30,101 | 74 | 0.2% | $1.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $488.79万 | 1.73% | 19,996 | 1,654 | 9.0% | $40.43万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $434.89万 | 1.54% | 22,166 | 741 | 3.5% | $14.54万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $422.32万 | 1.49% | 38,501 | 496 | 1.3% | $5.44万 | 加仓 |
| SLYV | SPDR SER TR | $415.67万 | 1.47% | 43,949 | -157 | -0.4% | -$1.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $394.89万 | 1.40% | 22,642 | 568 | 2.6% | $9.91万 | 加仓 |
| — | WISDOMTREE TR | $378.69万 | 1.34% | 69,663 | 15,596 | 28.8% | $84.78万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $370.44万 | 1.31% | 12,256 | 38 | 0.3% | $1.15万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $365.43万 | 1.29% | 75,408 | 23,682 | 45.8% | $114.76万 | 加仓 |
| UNP | UNION PAC CORP | $362.11万 | 1.28% | 14,925 | 179 | 1.2% | $4.34万 | 加仓 |
| TJX | TJX COS INC NEW | $361.38万 | 1.28% | 22,629 | 3,197 | 16.5% | $51.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $337.65万 | 1.19% | 47,469 | -531 | -1.1% | -$3.78万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $337.41万 | 1.19% | 67,631 | -11,793 | -14.8% | -$58.84万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $289.72万 | 1.02% | 9,578 | 21 | 0.2% | $6,352 | 加仓 |
| AAPL | APPLE INC | $286.76万 | 1.01% | 11,299 | 3,431 | 43.6% | $87.08万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $277.98万 | 0.98% | 36,745 | 28,699 | 356.7% | $217.11万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $265.26万 | 0.94% | 35,278 | 4,858 | 16.0% | $36.53万 | 加仓 |
| IGIB | ISHARES TR | $254.60万 | 0.90% | 47,840 | 3,568 | 8.1% | $18.99万 | 加仓 |
| PGR | PROGRESSIVE CORP | $237.79万 | 0.84% | 11,995 | 5,518 | 85.2% | $109.39万 | 加仓 |
| AVGO | BROADCOM INC | $191.90万 | 0.68% | 6,200 | 919 | 17.4% | $28.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $188.63万 | 0.67% | 5,096 | 2,488 | 95.4% | $92.09万 | 加仓 |
| SLYG | SPDR SER TR | $187.58万 | 0.66% | 19,414 | 536 | 2.8% | $5.18万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $175.26万 | 0.62% | 37,361 | -101 | -0.3% | -$4,738 | 减仓 |
| STIP | ISHARES TR | $164.52万 | 0.58% | 15,906 | -1,076 | -6.3% | -$11.13万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $164.10万 | 0.58% | 7,630 | 547 | 7.7% | $11.76万 | 加仓 |
| IJK | ISHARES TR | $158.51万 | 0.56% | 15,753 | 632 | 4.2% | $6.36万 | 加仓 |
| AMGN | AMGEN INC | $146.19万 | 0.52% | 4,155 | 26 | 0.6% | $9,148 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $135.65万 | 0.48% | 4,612 | 1,551 | 50.7% | $45.62万 | 加仓 |
| VGT | VANGUARD WORLD FD | $125.15万 | 0.44% | 1,794 | 2 | 0.1% | $1,395 | 加仓 |
| SCZ | ISHARES TR | $124.76万 | 0.44% | 15,911 | -321 | -2.0% | -$2.52万 | 减仓 |
| IWF | ISHARES TR | $120.09万 | 0.42% | 2,816 | -2 | -0.1% | -$853 | 减仓 |
| ICSH | ISHARES TR | $111.30万 | 0.39% | 21,987 | -2,507 | -10.2% | -$12.69万 | 减仓 |
| IJJ | ISHARES TR | $111.08万 | 0.39% | 8,384 | 29 | 0.3% | $3,842 | 加仓 |
| IEMG | ISHARES TR | $107.88万 | 0.38% | 15,466 | -504 | -3.2% | -$3.52万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $106.67万 | 0.38% | 8,502 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $104.18万 | 0.37% | 3,447 | 990 | 40.3% | $29.92万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $99.20万 | 0.35% | 27,921 | 1,301 | 4.9% | $4.62万 | 加仓 |
| IXUS | ISHARES TR | $97.27万 | 0.34% | 11,227 | -320 | -2.8% | -$2.77万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $95.83万 | 0.34% | 9,271 | 1,060 | 12.9% | $10.96万 | 加仓 |
| RTX | RTX CORPORATION | $92.29万 | 0.33% | 4,784 | 2,968 | 163.4% | $57.25万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $91.70万 | 0.32% | 6,323 | 740 | 13.3% | $10.73万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $89.69万 | 0.32% | 8,954 | 722 | 8.8% | $7.23万 | 加仓 |
| BAC | BK OF AMERICA CORP | $88.62万 | 0.31% | 18,178 | 2,535 | 16.2% | $12.36万 | 加仓 |
| META | META PLATFORMS INC | $85.33万 | 0.30% | 1,492 | 252 | 20.3% | $14.41万 | 加仓 |
| MDYV | SPDR SER TR | $81.67万 | 0.29% | 9,592 | 76 | 0.8% | $6,471 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.81万 | 0.29% | 34,171 | -3,075 | -8.3% | -$7.27万 | 减仓 |
| WMT | WALMART INC | $80.76万 | 0.29% | 6,486 | 6,486 | — | $80.76万 | 新建仓 |
| IQLT | ISHARES TR | $79.58万 | 0.28% | 17,214 | 2,091 | 13.8% | $9.67万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $79.24万 | 0.28% | 18,768 | -72 | -0.4% | -$3,040 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $77.45万 | 0.27% | 16,176 | -110 | -0.7% | -$5,267 | 减仓 |
| IWN | ISHARES TR | $77.45万 | 0.27% | 4,085 | 4,085 | — | $77.45万 | 新建仓 |
| IJS | ISHARES TR | $75.60万 | 0.27% | 6,382 | 11 | 0.2% | $1,303 | 加仓 |
| IJT | ISHARES TR | $75.54万 | 0.27% | 5,220 | -61 | -1.2% | -$8,828 | 减仓 |
| LLY | LILLY ELI & CO | $74.41万 | 0.26% | 809 | 186 | 29.9% | $17.11万 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $73.79万 | 0.26% | 17,502 | 1,189 | 7.3% | $5.01万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $73.18万 | 0.26% | 5,506 | 5,506 | — | $73.18万 | 新建仓 |
| IYR | ISHARES TR | $70.85万 | 0.25% | 7,492 | -3,948 | -34.5% | -$37.33万 | 减仓 |
| PEP | PEPSICO INC | $69.33万 | 0.25% | 4,465 | 1,926 | 75.9% | $29.91万 | 加仓 |
| IWM | ISHARES TR | $67.76万 | 0.24% | 2,732 | -24 | -0.9% | -$5,952 | 减仓 |
| IGSB | ISHARES TR | $67.05万 | 0.24% | 12,757 | 3,845 | 43.1% | $20.21万 | 加仓 |
| COWZ | PACER FDS TR | $66.24万 | 0.23% | 10,587 | 133 | 1.3% | $8,321 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $63.21万 | 0.22% | 6,726 | 16 | 0.2% | $1,504 | 加仓 |
| SUB | ISHARES TR | $62.40万 | 0.22% | 5,859 | 25 | 0.4% | $2,662 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $60.56万 | 0.21% | 5,402 | 1,187 | 28.2% | $13.31万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $59.50万 | 0.21% | 5,883 | -4,490 | -43.3% | -$45.41万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $58.85万 | 0.21% | 16,479 | 119 | 0.7% | $4,249 | 加仓 |
| ULTA | ULTA BEAUTY INC | $58.80万 | 0.21% | 1,125 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $58.01万 | 0.21% | 1,005 | 235 | 30.5% | $13.57万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $56.27万 | 0.20% | 3,860 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $54.60万 | 0.19% | 5,425 | -10,236 | -65.4% | -$103.03万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $54.46万 | 0.19% | 16,118 | 1,855 | 13.0% | $6.27万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $53.70万 | 0.19% | 7,292 | 7,292 | — | $53.70万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $51.19万 | 0.18% | 7,132 | 28 | 0.4% | $2,010 | 加仓 |
| ESAB | ESAB CORPORATION | $50.89万 | 0.18% | 5,265 | 5 | 0.1% | $483 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $50.12万 | 0.18% | 8,621 | 55 | 0.6% | $3,198 | 加仓 |
| CVX | CHEVRON CORPORATION | $49.62万 | 0.18% | 2,398 | 2,398 | — | $49.62万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $45.49万 | 0.16% | 9,138 | 3,159 | 52.8% | $15.73万 | 加仓 |
| EEM | ISHARES TR | $45.41万 | 0.16% | 7,996 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $45.29万 | 0.16% | 1,377 | 1,377 | — | $45.29万 | 新建仓 |
| AME | AMETEK INC | $45.12万 | 0.16% | 2,105 | 2,105 | — | $45.12万 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $43.65万 | 0.15% | 12,965 | 63 | 0.5% | $2,121 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.45万 | 0.15% | 7,489 | 143 | 1.9% | $8,105 | 加仓 |
| IGV | ISHARES TR | $40.75万 | 0.14% | 5,090 | 3,099 | 155.7% | $24.81万 | 重新持有 |
| TMO | THERMO FISHER SCIENTIFIC INC | $40.39万 | 0.14% | 821 | 821 | — | $40.39万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $39.69万 | 0.14% | 5,647 | 44 | 0.8% | $3,093 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $39.50万 | 0.14% | 5,196 | 1,161 | 28.8% | $8.83万 | 加仓 |