Capstone Wealth Management, LLC
TUSCALOOSA AL · SEC CIK 0002019411
$1.43亿2026Q1 申报市值
50持仓数
76.2%前十大占比 · 第一大 12.7%
3 / 2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
VGIT 加仓+$78.03万
HBAN 新建仓+$76.60万
DFUS 加仓+$74.65万
DFAU 加仓+$41.77万
DIMENSIONAL ETF 新建仓+$29.65万
2026Q1 卖出最多 按季末市值估算
CADENCE BANK 清仓-$83.15万
IEI 减仓-$16.85万
DFIV 减仓-$10.69万
DFUV 减仓-$5.90万
DFAX 减仓-$4.71万
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 |
|---|---|---|---|---|---|---|---|---|
| — | CADENCE BANK | $0 | 0.00% | 0 | -19,410 | -100.0% | -$83.15万 | 清仓 |
| — | ORIGIN MATERIALS INC | $0 | 0.00% | 0 | -38,692 | -100.0% | -$8,191 | 清仓 |
| T | AT&T INC | $20.43万 | 0.14% | 7,048 | -47 | -0.7% | -$1,363 | 重新持有 |
| DIHP | DIMENSIONAL ETF TRUST | $24.15万 | 0.17% | 7,495 | 7,495 | — | $24.15万 | 新建仓 |
| TSLA | TESLA INC | $24.57万 | 0.17% | 661 | 92 | 16.2% | $3.42万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $26.19万 | 0.18% | 3,397 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.03万 | 0.19% | 564 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $28.36万 | 0.20% | 1,304 | -10 | -0.8% | -$2,175 | 减仓 |
| IEI | ISHARES TR | $29.27万 | 0.20% | 2,468 | -1,421 | -36.5% | -$16.85万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $29.65万 | 0.21% | 8,066 | 8,066 | — | $29.65万 | 新建仓 |
| NUE | NUCOR CORP | $30.75万 | 0.21% | 1,818 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.76万 | 0.21% | 309 | 8 | 2.7% | $7,963 | 加仓 |
| META | META PLATFORMS INC | $32.21万 | 0.22% | 563 | -3 | -0.5% | -$1,716 | 减仓 |
| AVGO | BROADCOM INC | $35.90万 | 0.25% | 1,160 | 5 | 0.4% | $1,548 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $37.27万 | 0.26% | 1,267 | 2 | 0.2% | $588 | 加仓 |
| ITOT | ISHARES TR | $39.42万 | 0.27% | 2,767 | -29 | -1.0% | -$4,131 | 减仓 |
| EFV | ISHARES TR | $42.89万 | 0.30% | 5,769 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $44.25万 | 0.31% | 2,608 | 2 | 0.1% | $339 | 加仓 |
| IDEV | ISHARES TR | $44.26万 | 0.31% | 5,296 | -61 | -1.1% | -$5,098 | 减仓 |
| LLY | ELI LILLY & CO | $46.26万 | 0.32% | 503 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $47.93万 | 0.33% | 1,667 | 5 | 0.3% | $1,438 | 加仓 |
| IVLU | ISHARES TR | $48.13万 | 0.34% | 12,129 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $51.74万 | 0.36% | 1,804 | 3 | 0.2% | $860 | 加仓 |
| AMZN | AMAZON COM INC | $55.34万 | 0.39% | 2,657 | 77 | 3.0% | $1.60万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $57.30万 | 0.40% | 21,559 | 2,885 | 15.4% | $7.67万 | 加仓 |
| WMT | WALMART INC | $61.58万 | 0.43% | 4,955 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $75.67万 | 0.53% | 7,839 | 41 | 0.5% | $3,958 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $76.60万 | 0.53% | 48,945 | 48,945 | — | $76.60万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $78.32万 | 0.55% | 4,491 | -15 | -0.3% | -$2,616 | 减仓 |
| MSFT | MICROSOFT CORP | $93.98万 | 0.66% | 2,539 | 27 | 1.1% | $9,994 | 加仓 |
| VMC | VULCAN MATLS CO | $96.01万 | 0.67% | 3,526 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $101.33万 | 0.71% | 25,692 | 47 | 0.2% | $1,854 | 加仓 |
| IXUS | ISHARES TR | $103.67万 | 0.72% | 11,965 | -50 | -0.4% | -$4,332 | 减仓 |
| VTI | VANGUARD INDEX FDS | $115.23万 | 0.80% | 3,592 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $116.60万 | 0.81% | 23,343 | 2,032 | 9.5% | $10.15万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $117.74万 | 0.82% | 24,566 | 2,299 | 10.3% | $11.02万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $150.64万 | 1.05% | 31,463 | 5,176 | 19.7% | $24.78万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $218.30万 | 1.52% | 48,381 | 9,258 | 23.7% | $41.77万 | 加仓 |
| AAPL | APPLE INC | $221.28万 | 1.54% | 8,719 | -9 | -0.1% | -$2,284 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $267.89万 | 1.87% | 37,662 | -255 | -0.7% | -$1.81万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $326.12万 | 2.27% | 32,657 | 1,524 | 4.9% | $15.22万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $332.82万 | 2.32% | 96,331 | 4,499 | 4.9% | $15.54万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $399.27万 | 2.78% | 102,482 | 4,306 | 4.4% | $16.78万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $559.36万 | 3.90% | 93,932 | 13,104 | 16.2% | $78.03万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $634.08万 | 4.42% | 57,398 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $796.17万 | 5.55% | 234,375 | -1,386 | -0.6% | -$4.71万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,027.72万 | 7.17% | 212,076 | -1,217 | -0.6% | -$5.90万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,266.49万 | 8.83% | 202,801 | -408 | -0.2% | -$2.55万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,396.46万 | 9.74% | 264,582 | -2,025 | -0.8% | -$10.69万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,504.40万 | 10.49% | 212,156 | 10,528 | 5.2% | $74.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,527.66万 | 10.65% | 393,120 | 1,417 | 0.4% | $5.51万 | 加仓 |
| BSVO | EA SERIES TRUST | $1,822.61万 | 12.71% | 718,412 | 10,025 | 1.4% | $25.43万 | 加仓 |