13F 机构持仓

Capstone Wealth Management, LLC

TUSCALOOSA AL · SEC CIK 0002019411

2026Q22026Q1 更早 9 个季度 🔒
$2.16亿2026Q2 申报市值
188持仓数
56.8%前十大占比 · 第一大 9.6%
139 / 1新建仓 / 清仓
申报市值走势$2.16亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BSVO 9.6%
DFUS 8.3%
DIMENSIONAL ET 8.2%
DFIV 6.6%
DIMENSIONAL ET 6.4%
DFUV 5.4%
DFAX 4.0%
AVUV 3.3%
VGIT 3.1%
DFAI 2.0%

2026Q2 买入最多 按季末市值估算

NVDA 加仓+$188.10万
MU 新建仓+$138.28万
AAPL 加仓+$105.71万
VGIT 加仓+$105.42万
WDC 新建仓+$80.80万

2026Q2 卖出最多 按季末市值估算

DIMENSIONAL ETF 减仓-$47.88万
T 清仓-$20.43万
BSVO 减仓-$19.61万
DFIV 减仓-$14.86万
DFEM 减仓-$9.21万

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
T AT&T INC $00.00%0 -7,048-100.0% -$20.43万 清仓
— GOSSAMER BIO INC $4,0500.00%24,602 24,602— $4,050 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $6.22万0.03%21,233 21,233— $6.22万 新建仓
SNAP SNAP INC $6.50万0.03%14,649 14,649— $6.50万 新建仓
NWL NEWELL BRANDS INC $6.51万0.03%10,609 10,609— $6.51万 新建仓
CAG CONAGRA BRANDS INC $15.64万0.07%11,620 11,620— $15.64万 新建仓
DPZ DOMINOS PIZZA INC $20.19万0.09%682 682— $20.19万 新建仓
PR PERMIAN RESOURCES CORP $20.37万0.09%11,062 11,062— $20.37万 新建仓
NRG NRG ENERGY INC $20.38万0.09%1,395 1,395— $20.38万 新建仓
RSG REPUBLIC SVCS INC $20.39万0.09%957 957— $20.39万 新建仓
LSTR LANDSTAR SYS INC $20.43万0.09%988 988— $20.43万 新建仓
OC OWENS CORNING NEW $20.44万0.09%1,286 1,286— $20.44万 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $20.83万0.10%4,618 4,618— $20.83万 新建仓
JEF JEFFERIES FINANCIAL GROUP IN $20.90万0.10%4,182 4,182— $20.90万 新建仓
GPK GRAPHIC PACKAGING HLDG CO $20.92万0.10%19,796 19,796— $20.92万 新建仓
IP INTERNATIONAL PAPER CO $20.96万0.10%5,501 5,501— $20.96万 新建仓
BLK BLACKROCK INC $21.06万0.10%219 219— $21.06万 新建仓
VRTX VERTEX PHARMACEUTICALS INC $21.06万0.10%424 424— $21.06万 新建仓
PB PROSPERITY BANCSHARES INC $21.10万0.10%2,889 2,889— $21.10万 新建仓
IRM IRON MTN INC DEL $21.17万0.10%1,676 1,676— $21.17万 新建仓
MLI MUELLER INDS INC $21.21万0.10%1,725 1,725— $21.21万 新建仓
DAL DELTA AIR LINES INC $21.21万0.10%2,265 2,265— $21.21万 新建仓
TAP MOLSON COORS BEVERAGE CO $21.33万0.10%5,476 5,476— $21.33万 新建仓
FDX FEDEX CORP $21.73万0.10%694 694— $21.73万 新建仓
BURL BURLINGTON STORES INC $21.92万0.10%692 692— $21.92万 新建仓
DT DYNATRACE INC $22.41万0.10%5,104 5,104— $22.41万 新建仓
EFX EQUIFAX INC $22.54万0.10%1,420 1,420— $22.54万 新建仓
RBLX ROBLOX CORP $22.59万0.10%4,155 4,155— $22.59万 新建仓
RTX RTX CORPORATION $22.69万0.11%1,196 1,196— $22.69万 新建仓
AR ANTERO RESOURCES CORP $22.70万0.11%6,461 6,461— $22.70万 新建仓
NET CLOUDFLARE INC $23.13万0.11%943 943— $23.13万 新建仓
JBL JABIL INC $23.21万0.11%602 602— $23.21万 新建仓
KMI KINDER MORGAN INC DEL $23.41万0.11%7,321 7,321— $23.41万 新建仓
CHE CHEMED CORP NEW $23.71万0.11%509 509— $23.71万 新建仓
LHX L3HARRIS TECHNOLOGIES INC $23.83万0.11%820 820— $23.83万 新建仓
CI THE CIGNA GROUP $24.01万0.11%871 871— $24.01万 新建仓
VLUE ISHARES TR $24.01万0.11%1,202 1,202— $24.01万 新建仓
CL COLGATE PALMOLIVE CO $24.13万0.11%2,632 2,632— $24.13万 新建仓
BA BOEING CO $24.40万0.11%1,127 1,127— $24.40万 新建仓
GD GENERAL DYNAMICS CORP $24.44万0.11%690 690— $24.44万 新建仓
SYY SYSCO CORP $24.70万0.11%2,955 2,955— $24.70万 新建仓
MS MORGAN STANLEY $24.71万0.11%1,182 1,182— $24.71万 新建仓
DIHP DIMENSIONAL ETF TRUST $25.48万0.12%7,465 -30-0.4% -$1,024 减仓
BIIB BIOGEN INC $25.60万0.12%1,185 1,185— $25.60万 新建仓
LYB LYONDELLBASELL INDUSTRIES NV $25.69万0.12%4,880 4,880— $25.69万 新建仓
CCL CARNIVAL CORP LTD $25.77万0.12%9,019 9,019— $25.77万 新建仓
VZ VERIZON COMMUNICATIONS INC $25.84万0.12%6,103 6,103— $25.84万 新建仓
IEI ISHARES TR $25.94万0.12%2,209 -259-10.5% -$3.04万 减仓
ROST ROSS STORES INC $26.01万0.12%1,222 1,222— $26.01万 新建仓
ITW ILLINOIS TOOL WKS INC $26.04万0.12%963 963— $26.04万 新建仓
CAT CATERPILLAR INC $26.52万0.12%249 249— $26.52万 新建仓
FCX FREEPORT MCMORAN INC $26.62万0.12%4,233 4,233— $26.62万 新建仓
SWK STANLEY BLACK & DECKER INC $26.67万0.12%2,834 2,834— $26.67万 新建仓
EQIX EQUINIX INC $26.69万0.12%256 256— $26.69万 新建仓
S SENTINELONE INC $26.72万0.12%15,745 15,745— $26.72万 新建仓
AMAT APPLIED MATLS INC $26.75万0.12%370 370— $26.75万 新建仓
PG PROCTER & GAMBLE CO $26.76万0.12%1,825 1,825— $26.76万 新建仓
DOCU DOCUSIGN INC $26.86万0.12%6,046 6,046— $26.86万 新建仓
NTRS NORTHERN TR CORP $27.03万0.13%1,555 1,555— $27.03万 新建仓
EXE EXPAND ENERGY CORPORATION $27.15万0.13%2,977 2,977— $27.15万 新建仓
C CITIGROUP INC $27.33万0.13%1,953 1,953— $27.33万 新建仓
ORCL ORACLE CORP $27.36万0.13%1,867 1,867— $27.36万 新建仓
VLO VALERO ENERGY CORP $27.58万0.13%1,059 1,059— $27.58万 新建仓
AIT APPLIED INDL TECHNOLOGIES IN $27.59万0.13%816 816— $27.59万 新建仓
SRE SEMPRA $27.65万0.13%2,982 2,982— $27.65万 新建仓
AME AMETEK INC $27.75万0.13%1,147 1,147— $27.75万 新建仓
VEEV VEEVA SYS INC $27.83万0.13%1,568 1,568— $27.83万 新建仓
CFG CITIZENS FINL GROUP INC $27.83万0.13%3,972 3,972— $27.83万 新建仓
MCO MOODYS CORP $28.22万0.13%623 623— $28.22万 新建仓
VXUS VANGUARD STAR FDS $29.04万0.13%3,397 00.0% — 不变
OMF ONEMAIN HLDGS INC $29.20万0.14%4,790 4,790— $29.20万 新建仓
MKSI MKS INC. $29.45万0.14%662 662— $29.45万 新建仓
GM GENERAL MTRS CO $29.68万0.14%3,851 3,851— $29.68万 新建仓
WAL WESTERN ALLIANCE BANCORP $30.32万0.14%3,689 3,689— $30.32万 新建仓
RBC RBC BEARINGS INC $30.79万0.14%478 478— $30.79万 新建仓
CB CHUBB LIMITED $30.97万0.14%909 909— $30.97万 新建仓
HLT HILTON WORLDWIDE HLDGS INC $31.00万0.14%938 938— $31.00万 新建仓
SNDK SANDISK CORP $31.15万0.14%137 137— $31.15万 新建仓
PM PHILIP MORRIS INTL INC $31.17万0.14%1,723 1,723— $31.17万 新建仓
ZM ZOOM COMMUNICATIONS INC $31.36万0.15%3,633 3,633— $31.36万 新建仓
LRCX LAM RESEARCH CORP $31.76万0.15%733 733— $31.76万 新建仓
CUBE CUBESMART $32.23万0.15%8,105 8,105— $32.23万 新建仓
AON AON PLC $32.47万0.15%979 979— $32.47万 新建仓
LIN LINDE PLC $32.54万0.15%627 627— $32.54万 新建仓
NTNX NUTANIX INC $32.59万0.15%6,396 6,396— $32.59万 新建仓
A AGILENT TECHNOLOGIES INC $32.86万0.15%2,474 2,474— $32.86万 新建仓
— DIMENSIONAL ETF TRUST $33.45万0.16%8,017 -49-0.6% -$2,045 减仓
ABBV ABBVIE INC $33.47万0.16%1,330 262.0% $6,543 加仓
JBHT HUNT J B TRANS SVCS INC $33.63万0.16%1,162 1,162— $33.63万 新建仓
V VISA INC $34.00万0.16%991 991— $34.00万 新建仓
HAL HALLIBURTON CO $34.36万0.16%10,120 10,120— $34.36万 新建仓
BSX BOSTON SCIENTIFIC CORP $34.36万0.16%8,051 8,051— $34.36万 新建仓
UAL UNITED AIRLS HLDGS INC $34.42万0.16%2,531 2,531— $34.42万 新建仓
UNH UNITEDHEALTH GROUP INC $35.08万0.16%844 844— $35.08万 新建仓
AMP AMERIPRISE FINL INC $35.21万0.16%768 768— $35.21万 新建仓
COF CAPITAL ONE FINL CORP $35.65万0.17%1,777 1,777— $35.65万 新建仓
NBIX NEUROCRINE BIOSCIENCES INC $35.98万0.17%2,135 2,135— $35.98万 新建仓
QCOM QUALCOMM INC $36.33万0.17%1,966 1,966— $36.33万 新建仓
AMD ADVANCED MICRO DEVICES INC $36.42万0.17%627 627— $36.42万 新建仓
WCN WASTE CONNECTIONS INC $36.56万0.17%2,193 2,193— $36.56万 新建仓