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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,667.88万 | 8.48% | 35,624 | 3 | 0.0% | $2,247 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,885.75万 | 5.99% | 228,161 | 10,369 | 4.8% | $85.70万 | 加仓 |
| AMZN | AMAZON COM INC | $1,592.61万 | 5.06% | 66,821 | 248 | 0.4% | $5.91万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,565.71万 | 4.98% | 131,583 | 1,902 | 1.5% | $22.63万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,360.46万 | 4.32% | 172,144 | 12,475 | 7.8% | $98.59万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,192.72万 | 3.79% | 23,836 | 64 | 0.3% | $3.20万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $1,062.55万 | 3.38% | 209,246 | -19,013 | -8.3% | -$96.55万 | 减仓 |
| GOOGL | ALPHABET INC | $786.50万 | 2.50% | 22,008 | 1,525 | 7.4% | $54.50万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $761.05万 | 2.42% | 108,877 | 4,746 | 4.6% | $33.17万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $730.95万 | 2.32% | 95,674 | -1,500 | -1.5% | -$11.46万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $663.27万 | 2.11% | 109,108 | -2,070 | -1.9% | -$12.58万 | 减仓 |
| IEFA | ISHARES TR | $638.13万 | 2.03% | 66,072 | -846 | -1.3% | -$8.17万 | 减仓 |
| IWP | ISHARES TR | $637.58万 | 2.03% | 43,547 | 34 | 0.1% | $4,978 | 加仓 |
| VOE | VANGUARD INDEX FDS | $577.16万 | 1.83% | 29,208 | -893 | -3.0% | -$17.65万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $566.57万 | 1.80% | 6,056 | 8 | 0.1% | $7,484 | 加仓 |
| VTV | VANGUARD INDEX FDS | $532.79万 | 1.69% | 24,448 | 2,282 | 10.3% | $49.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $521.55万 | 1.66% | 26,066 | 3,424 | 15.1% | $68.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $518.26万 | 1.65% | 20,406 | 410 | 2.1% | $10.41万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $505.03万 | 1.61% | 39,514 | 1,013 | 2.6% | $12.95万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $462.62万 | 1.47% | 42,400 | -1,549 | -3.5% | -$16.90万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $442.85万 | 1.41% | 12,110 | -146 | -1.2% | -$5.34万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $408.33万 | 1.30% | 74,228 | -1,180 | -1.6% | -$6.49万 | 减仓 |
| UNP | UNION PAC CORP | $407.77万 | 1.30% | 14,991 | 66 | 0.4% | $1.80万 | 加仓 |
| — | WISDOMTREE TR | $406.03万 | 1.29% | 70,411 | 748 | 1.1% | $4.31万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $390.66万 | 1.24% | 47,444 | -25 | -0.1% | -$2,059 | 减仓 |
| AAPL | APPLE INC | $374.76万 | 1.19% | 12,951 | 1,652 | 14.6% | $47.80万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $374.57万 | 1.19% | 41,572 | 6,294 | 17.8% | $56.71万 | 加仓 |
| TJX | TJX COS INC NEW | $343.62万 | 1.09% | 22,681 | 52 | 0.2% | $7,878 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $330.94万 | 1.05% | 9,784 | 206 | 2.2% | $6.97万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $307.66万 | 0.98% | 60,827 | -6,804 | -10.1% | -$34.41万 | 减仓 |
| IGIB | ISHARES TR | $283.97万 | 0.90% | 53,409 | 5,569 | 11.6% | $29.61万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $277.16万 | 0.88% | 36,623 | -122 | -0.3% | -$9,233 | 减仓 |
| PGR | PROGRESSIVE CORP | $262.13万 | 0.83% | 12,000 | 5 | 0.0% | $1,092 | 加仓 |
| AVGO | BROADCOM INC | $234.21万 | 0.74% | 6,200 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $215.85万 | 0.69% | 18,119 | -1,295 | -6.7% | -$15.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $201.50万 | 0.64% | 8,516 | 886 | 11.6% | $20.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $190.71万 | 0.61% | 5,113 | 17 | 0.3% | $6,341 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $189.93万 | 0.60% | 36,680 | -681 | -1.8% | -$3.53万 | 减仓 |
| IJK | ISHARES TR | $182.62万 | 0.58% | 15,542 | -211 | -1.3% | -$2.48万 | 减仓 |
| VGT | VANGUARD WORLD FD | $176.94万 | 0.56% | 14,804 | 452 | 3.1% | $5.40万 | 加仓 |
| IQLT | ISHARES TR | $159.86万 | 0.51% | 32,263 | 15,049 | 87.4% | $74.57万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $153.20万 | 0.49% | 4,680 | 68 | 1.5% | $2.23万 | 加仓 |
| AMGN | AMGEN INC | $151.45万 | 0.48% | 4,182 | 27 | 0.6% | $9,778 | 加仓 |
| STIP | ISHARES TR | $140.79万 | 0.45% | 13,781 | -2,125 | -13.4% | -$21.71万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $139.70万 | 0.44% | 8,211 | 1,888 | 29.9% | $32.12万 | 加仓 |
| IWF | ISHARES TR | $139.50万 | 0.44% | 11,234 | -30 | -0.3% | -$3,725 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $134.72万 | 0.43% | 8,340 | 2,938 | 54.4% | $47.46万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $130.72万 | 0.42% | 11,580 | 2,309 | 24.9% | $26.06万 | 加仓 |
| IEMG | ISHARES INC | $126.60万 | 0.40% | 15,283 | -183 | -1.2% | -$1.52万 | 减仓 |
| SCZ | ISHARES TR | $125.12万 | 0.40% | 15,209 | -702 | -4.4% | -$5.78万 | 减仓 |
| IJJ | ISHARES TR | $124.29万 | 0.40% | 8,413 | 29 | 0.3% | $4,284 | 加仓 |
| V | VISA INC | $118.43万 | 0.38% | 3,452 | 5 | 0.1% | $1,715 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $108.99万 | 0.35% | 8,976 | 22 | 0.2% | $2,671 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $107.63万 | 0.34% | 28,885 | 964 | 3.5% | $3.59万 | 加仓 |
| IXUS | ISHARES TR | $106.81万 | 0.34% | 11,191 | -36 | -0.3% | -$3,436 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $105.58万 | 0.34% | 5,541 | 35 | 0.6% | $6,669 | 加仓 |
| BAC | BANK OF AMER CORP | $104.56万 | 0.33% | 18,350 | 172 | 0.9% | $9,801 | 加仓 |
| IGSB | ISHARES TR | $98.85万 | 0.31% | 18,860 | 6,103 | 47.8% | $31.99万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $98.08万 | 0.31% | 10,476 | 5,280 | 101.6% | $49.43万 | 加仓 |
| LLY | ELI LILLY & CO | $93.90万 | 0.30% | 783 | -26 | -3.2% | -$3.12万 | 减仓 |
| IJT | ISHARES TR | $91.65万 | 0.29% | 5,132 | -88 | -1.7% | -$1.57万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $91.39万 | 0.29% | 9,635 | 43 | 0.4% | $4,079 | 加仓 |
| RTX | RTX CORPORATION | $90.79万 | 0.29% | 4,785 | 1 | 0.0% | $190 | 加仓 |
| IWN | ISHARES TR | $90.36万 | 0.29% | 4,085 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $90.33万 | 0.29% | 7,975 | 1,489 | 23.0% | $16.87万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $89.08万 | 0.28% | 20,829 | 4,711 | 29.2% | $20.15万 | 加仓 |
| IJS | ISHARES TR | $87.59万 | 0.28% | 6,408 | 26 | 0.4% | $3,554 | 加仓 |
| META | META PLATFORMS INC | $86.00万 | 0.27% | 1,527 | 35 | 2.3% | $1.97万 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $85.24万 | 0.27% | 17,629 | 127 | 0.7% | $6,141 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $81.41万 | 0.26% | 8,389 | -113 | -1.3% | -$1.10万 | 减仓 |
| IWM | ISHARES TR | $79.84万 | 0.25% | 2,657 | -75 | -2.7% | -$2.25万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $79.72万 | 0.25% | 18,886 | 118 | 0.6% | $4,981 | 加仓 |
| QQQ | INVESCO QQQ TR | $74.10万 | 0.24% | 1,005 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $69.03万 | 0.22% | 1,592 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $65.20万 | 0.21% | 16,489 | 10 | 0.1% | $395 | 加仓 |
| COWZ | PACER FDS TR | $63.51万 | 0.20% | 10,210 | -377 | -3.6% | -$2.34万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $63.38万 | 0.20% | 6,869 | 143 | 2.1% | $1.32万 | 加仓 |
| SUB | ISHARES TR | $62.78万 | 0.20% | 5,896 | 37 | 0.6% | $3,939 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $61.63万 | 0.20% | 5,039 | 1,892 | 60.1% | $23.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $61.56万 | 0.20% | 23,533 | -10,638 | -31.1% | -$27.83万 | 减仓 |
| PEP | PEPSICO INC | $61.23万 | 0.19% | 4,522 | 57 | 1.3% | $7,718 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $61.12万 | 0.19% | 12,800 | -3,376 | -20.9% | -$16.12万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $59.88万 | 0.19% | 3,881 | 21 | 0.5% | $3,240 | 加仓 |
| IYR | ISHARES TR | $57.59万 | 0.18% | 5,633 | -1,859 | -24.8% | -$19.01万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $56.52万 | 0.18% | 7,159 | 27 | 0.4% | $2,132 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $55.14万 | 0.18% | 5,443 | -440 | -7.5% | -$4.46万 | 减仓 |
| SOXX | ISHARES TR | $52.54万 | 0.17% | 820 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $51.98万 | 0.17% | 5,270 | 5 | 0.1% | $493 | 加仓 |
| AME | AMETEK INC | $50.93万 | 0.16% | 2,105 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $50.74万 | 0.16% | 1,125 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $50.68万 | 0.16% | 8,687 | 66 | 0.8% | $3,850 | 加仓 |
| ICSH | ISHARES TR | $49.72万 | 0.16% | 9,829 | -12,158 | -55.3% | -$61.50万 | 减仓 |
| EEM | ISHARES TR | $49.51万 | 0.16% | 7,237 | -759 | -9.5% | -$5.19万 | 减仓 |
| HD | HOME DEPOT INC | $48.60万 | 0.15% | 1,378 | 1 | 0.1% | $353 | 加仓 |
| KTB | KONTOOR BRANDS INC | $47.38万 | 0.15% | 5,685 | 38 | 0.7% | $3,167 | 加仓 |
| AMAT | APPLIED MATLS INC | $46.20万 | 0.15% | 639 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $46.12万 | 0.15% | 13,165 | 200 | 1.5% | $7,006 | 加仓 |
| IGV | ISHARES TR | $46.12万 | 0.15% | 5,090 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $44.11万 | 0.14% | 13,911 | 13,911 | — | $44.11万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $43.25万 | 0.14% | 7,657 | 168 | 2.2% | $9,489 | 加仓 |