Flagstone Financial Management
LINCOLN NE · SEC CIK 0001968890
$4.03亿2026Q1 申报市值
71持仓数
80.5%前十大占比 · 第一大 26.9%
6 / 1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
DFUS 加仓+$316.76万
IGIB 加仓+$263.50万
MUNI 加仓+$262.84万
SPSB 加仓+$181.25万
BNDX 加仓+$180.96万
2026Q1 卖出最多 按季末市值估算
AVDV 减仓-$77.33万
SPDW 减仓-$27.65万
SHOP 清仓-$23.82万
AVEM 减仓-$21.53万
DFEM 减仓-$17.30万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,480 | -100.0% | -$23.82万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $20.23万 | 0.05% | 1,522 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.49万 | 0.05% | 1,300 | 1,300 | — | $21.49万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.67万 | 0.05% | 2,333 | 2,333 | — | $21.67万 | 新建仓 |
| IEFA | ISHARES TR | $21.89万 | 0.05% | 2,418 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.95万 | 0.05% | 337 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $23.57万 | 0.06% | 4,836 | -1,600 | -24.9% | -$7.80万 | 减仓 |
| ETN | EATON CORP PLC | $23.75万 | 0.06% | 664 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $24.21万 | 0.06% | 1,737 | 1,737 | — | $24.21万 | 新建仓 |
| IEI | ISHARES TR | $24.22万 | 0.06% | 2,042 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $24.44万 | 0.06% | 681 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $24.71万 | 0.06% | 1,000 | 1,000 | — | $24.71万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $25.69万 | 0.06% | 4,113 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $25.81万 | 0.06% | 5,227 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $26.53万 | 0.07% | 1,093 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $27.55万 | 0.07% | 3,551 | 3,551 | — | $27.55万 | 新建仓 |
| BOC | BOSTON OMAHA CORP | $28.28万 | 0.07% | 24,215 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $28.38万 | 0.07% | 987 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $30.94万 | 0.08% | 536 | -16 | -2.9% | -$9,235 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.17万 | 0.08% | 6,608 | 6,608 | — | $33.17万 | 新建仓 |
| WMT | WALMART INC | $34.11万 | 0.08% | 2,745 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $35.44万 | 0.09% | 5,677 | -388 | -6.4% | -$2.42万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $38.63万 | 0.10% | 7,320 | -331 | -4.3% | -$1.75万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $38.67万 | 0.10% | 11,531 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $42.20万 | 0.10% | 6,586 | 2,990 | 83.1% | $19.16万 | 加仓 |
| IWM | ISHARES TR | $43.60万 | 0.11% | 1,758 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $44.78万 | 0.11% | 2,150 | 681 | 46.4% | $14.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $47.32万 | 0.12% | 1,936 | 125 | 6.9% | $3.06万 | 加仓 |
| ORCL | ORACLE CORP | $48.22万 | 0.12% | 3,278 | 2,001 | 156.7% | $29.43万 | 加仓 |
| MKL | MARKEL GROUP INC | $48.62万 | 0.12% | 254 | 0 | 0.0% | — | 不变 |
| DFSE | DIMENSIONAL ETF TRUST | $49.62万 | 0.12% | 11,712 | -899 | -7.1% | -$3.81万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $50.06万 | 0.12% | 21,166 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $52.80万 | 0.13% | 3,400 | 1,400 | 70.0% | $21.74万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $56.96万 | 0.14% | 1,140 | 50 | 4.6% | $2.50万 | 加仓 |
| DE | DEERE & CO | $58.14万 | 0.14% | 1,032 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.19万 | 0.16% | 10,612 | 583 | 5.8% | $3.47万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $66.97万 | 0.17% | 2,088 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $68.60万 | 0.17% | 3,190 | -141 | -4.2% | -$3.03万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.18% | 1 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $76.06万 | 0.19% | 7,823 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $81.12万 | 0.20% | 19,131 | -16 | -0.1% | -$678 | 减仓 |
| GOOG | ALPHABET INC | $84.67万 | 0.21% | 2,952 | 75 | 2.6% | $2.15万 | 加仓 |
| WFC | WELLS FARGO & CO | $85.49万 | 0.21% | 10,738 | -1,108 | -9.4% | -$8.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $87.85万 | 0.22% | 5,037 | 0 | 0.0% | — | 不变 |
| DFSB | DIMENSIONAL ETF TRUST | $88.63万 | 0.22% | 17,130 | -757 | -4.2% | -$3.92万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $106.41万 | 0.26% | 31,426 | -237 | -0.7% | -$8,025 | 减仓 |
| — | EXXON MOBIL CORP | $115.72万 | 0.29% | 6,820 | 140 | 2.1% | $2.38万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $126.83万 | 0.31% | 28,812 | 725 | 2.6% | $3.19万 | 加仓 |
| USB | US BANCORP | $127.58万 | 0.32% | 24,530 | 4 | 0.0% | $208 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $130.76万 | 0.32% | 37,318 | 5,053 | 15.7% | $17.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $187.89万 | 0.47% | 5,076 | -79 | -1.5% | -$2.92万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $196.90万 | 0.49% | 6,694 | 3,152 | 89.0% | $92.71万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $197.83万 | 0.49% | 25,023 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $216.08万 | 0.54% | 86,206 | -636 | -0.7% | -$1.59万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $221.68万 | 0.55% | 53,949 | 2,056 | 4.0% | $8.45万 | 加仓 |
| AAPL | APPLE INC | $295.86万 | 0.73% | 11,658 | 75 | 0.6% | $1.90万 | 加仓 |
| MUB | ISHARES TR | $317.11万 | 0.79% | 29,874 | 32 | 0.1% | $3,397 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $436.59万 | 1.08% | 51,461 | -1,443 | -2.7% | -$12.24万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $580.69万 | 1.44% | 12,118 | -71 | -0.6% | -$3.40万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $741.59万 | 1.84% | 92,032 | -2,672 | -2.8% | -$21.53万 | 减仓 |
| MUNI | PIMCO ETF TR | $866.75万 | 2.15% | 166,076 | 50,363 | 43.5% | $262.84万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,040.99万 | 2.58% | 117,361 | 5,211 | 4.6% | $46.22万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,462.74万 | 3.63% | 146,479 | -7,744 | -5.0% | -$77.33万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,498.34万 | 3.72% | 134,767 | 1,039 | 0.8% | $11.55万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,685.30万 | 4.18% | 487,786 | -5,006 | -1.0% | -$17.30万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,137.67万 | 5.31% | 193,507 | 2,038 | 1.1% | $22.51万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,286.86万 | 5.68% | 475,934 | 37,660 | 8.6% | $180.96万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2,483.32万 | 6.16% | 866,477 | 44,315 | 5.4% | $127.01万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,743.74万 | 6.81% | 912,452 | 60,277 | 7.1% | $181.25万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,972.43万 | 7.38% | 651,133 | -6,058 | -0.9% | -$27.65万 | 减仓 |
| IGIB | ISHARES TR | $4,309.47万 | 10.70% | 809,747 | 49,511 | 6.5% | $263.50万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.09亿 | 26.95% | 1,531,004 | 44,671 | 3.0% | $316.76万 | 加仓 |