Flagstone Financial Management
LINCOLN NE · SEC CIK 0001968890
$4.47亿2026Q2 申报市值
77持仓数
80.4%前十大占比 · 第一大 28.5%
6 / 0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
DFUS 加仓+$199.61万
IGIB 加仓+$179.45万
MUNI 加仓+$114.12万
SPTI 加仓+$110.68万
BNDX 加仓+$98.91万
2026Q2 卖出最多 按季末市值估算
DFEM 减仓-$42.25万
AVEM 减仓-$38.78万
AVUS 减仓-$32.70万
VEA 减仓-$9.84万
DIMENSIONAL ETF 减仓-$8.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $20.48万 | 0.05% | 2,333 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $21.30万 | 0.05% | 200 | 200 | — | $21.30万 | 新建仓 |
| D | DOMINION ENERGY INC | $21.85万 | 0.05% | 3,200 | 3,200 | — | $21.85万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $21.95万 | 0.05% | 1,737 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.17万 | 0.05% | 646 | 646 | — | $22.17万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $22.85万 | 0.05% | 670 | 670 | — | $22.85万 | 新建仓 |
| IEFA | ISHARES TR | $23.35万 | 0.05% | 2,418 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $23.52万 | 0.05% | 1,300 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $23.98万 | 0.05% | 2,042 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.20万 | 0.06% | 337 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $26.04万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $27.23万 | 0.06% | 639 | -25 | -3.8% | -$1.07万 | 减仓 |
| BAC | BANK OF AMER CORP | $27.55万 | 0.06% | 4,836 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $28.02万 | 0.06% | 5,227 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $28.03万 | 0.06% | 6,619 | 11 | 0.2% | $466 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $28.75万 | 0.06% | 4,113 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $29.00万 | 0.06% | 1,522 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $29.74万 | 0.07% | 1,093 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $31.08万 | 0.07% | 2,745 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $33.71万 | 0.08% | 681 | 0 | 0.0% | — | 不变 |
| BOC | BOSTON OMAHA CORP | $33.79万 | 0.08% | 24,775 | 560 | 2.3% | $7,638 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $35.22万 | 0.08% | 365 | 365 | — | $35.22万 | 新建仓 |
| GOOGL | ALPHABET INC | $35.28万 | 0.08% | 987 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $36.08万 | 0.08% | 499 | 499 | — | $36.08万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $36.59万 | 0.08% | 5,677 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.09万 | 0.08% | 5,205 | -1,381 | -21.0% | -$9.84万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $37.48万 | 0.08% | 6,939 | -381 | -5.2% | -$2.06万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $38.58万 | 0.09% | 11,531 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $38.59万 | 0.09% | 524 | -12 | -2.2% | -$8,837 | 减仓 |
| CSCO | CISCO SYS INC | $41.71万 | 0.09% | 3,551 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $46.04万 | 0.10% | 3,400 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $47.10万 | 0.11% | 18,004 | -3,162 | -14.9% | -$8.27万 | 减仓 |
| ORCL | ORACLE CORP | $48.05万 | 0.11% | 3,278 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $48.41万 | 0.11% | 1,906 | -30 | -1.5% | -$7,619 | 减仓 |
| IWM | ISHARES TR | $52.82万 | 0.12% | 1,758 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $55.07万 | 0.12% | 282 | 28 | 11.0% | $5.47万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $56.43万 | 0.13% | 11,545 | -167 | -1.4% | -$8,163 | 减仓 |
| MA | MASTERCARD INCORPORATED | $58.55万 | 0.13% | 1,140 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $60.97万 | 0.14% | 2,558 | 408 | 19.0% | $9.72万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $62.59万 | 0.14% | 10,612 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $65.47万 | 0.15% | 1,032 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.17% | 1 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $75.48万 | 0.17% | 3,190 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $76.51万 | 0.17% | 2,068 | -20 | -1.0% | -$7,399 | 减仓 |
| IWR | ISHARES TR | $86.30万 | 0.19% | 7,823 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $88.65万 | 0.20% | 19,656 | 525 | 2.7% | $2.37万 | 加仓 |
| WFC | WELLS FARGO & CO | $88.81万 | 0.20% | 10,746 | 8 | 0.1% | $661 | 加仓 |
| — | EXXON MOBIL CORP | $89.29万 | 0.20% | 6,531 | -289 | -4.2% | -$3.95万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $90.11万 | 0.20% | 17,292 | 162 | 0.9% | $8,442 | 加仓 |
| GOOG | ALPHABET INC | $97.22万 | 0.22% | 2,752 | -200 | -6.8% | -$7.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $100.90万 | 0.23% | 5,043 | 6 | 0.1% | $1,201 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $126.36万 | 0.28% | 31,426 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $137.43万 | 0.31% | 29,006 | 194 | 0.7% | $9,192 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $137.43万 | 0.31% | 35,430 | -1,888 | -5.1% | -$7.32万 | 减仓 |
| USB | US BANCORP | $143.11万 | 0.32% | 23,693 | -837 | -3.4% | -$5.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $190.23万 | 0.43% | 5,100 | 24 | 0.5% | $8,952 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $219.10万 | 0.49% | 6,694 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $224.77万 | 0.50% | 89,945 | 3,739 | 4.3% | $9.34万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $227.18万 | 0.51% | 25,023 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $259.66万 | 0.58% | 55,686 | 1,737 | 3.2% | $8.10万 | 加仓 |
| AAPL | APPLE INC | $332.32万 | 0.74% | 11,485 | -173 | -1.5% | -$5.01万 | 减仓 |
| MUB | ISHARES TR | $335.74万 | 0.75% | 31,197 | 1,323 | 4.4% | $14.24万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $453.27万 | 1.01% | 50,816 | -645 | -1.3% | -$5.75万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $605.27万 | 1.35% | 12,096 | -22 | -0.2% | -$1.10万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $849.23万 | 1.90% | 88,013 | -4,019 | -4.4% | -$38.78万 | 减仓 |
| MUNI | PIMCO ETF TR | $987.68万 | 2.21% | 187,771 | 21,695 | 13.1% | $114.12万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,165.55万 | 2.61% | 120,870 | 3,509 | 3.0% | $33.84万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,528.20万 | 3.42% | 148,297 | 1,818 | 1.2% | $18.73万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,693.39万 | 3.79% | 132,214 | -2,553 | -1.9% | -$32.70万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,940.11万 | 4.34% | 477,389 | -10,397 | -2.1% | -$42.25万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2,403.86万 | 5.38% | 496,358 | 20,424 | 4.3% | $98.91万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,436.96万 | 5.45% | 195,332 | 1,825 | 0.9% | $22.77万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2,570.60万 | 5.75% | 905,461 | 38,984 | 4.5% | $110.68万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $2,823.08万 | 6.31% | 940,715 | 28,263 | 3.1% | $84.82万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,340.44万 | 7.47% | 662,916 | 11,783 | 1.8% | $59.37万 | 加仓 |
| IGIB | ISHARES TR | $4,484.88万 | 10.03% | 843,498 | 33,751 | 4.2% | $179.45万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1.27亿 | 28.50% | 1,555,365 | 24,361 | 1.6% | $199.61万 | 加仓 |