Capstone Wealth Management, LLC
TUSCALOOSA AL · SEC CIK 0002019411
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BSVO | EA SERIES TRUST | $2,077.41万 | 9.64% | 711,693 | -6,719 | -0.9% | -$19.61万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,785.42万 | 8.28% | 217,893 | 5,737 | 2.7% | $47.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,757.46万 | 8.15% | 396,182 | 3,062 | 0.8% | $13.58万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,414.41万 | 6.56% | 261,831 | -2,751 | -1.0% | -$14.86万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,369.70万 | 6.36% | 195,951 | -6,850 | -3.4% | -$47.88万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,161.85万 | 5.39% | 211,207 | -869 | -0.4% | -$4.78万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $862.09万 | 4.00% | 234,010 | -365 | -0.2% | -$1.34万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $716.10万 | 3.32% | 57,399 | 1 | 0.0% | $125 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $659.43万 | 3.06% | 111,806 | 17,874 | 19.0% | $105.42万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $434.81万 | 2.02% | 105,407 | 2,925 | 2.9% | $12.07万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $382.28万 | 1.77% | 94,064 | -2,267 | -2.4% | -$9.21万 | 减仓 |
| AAPL | APPLE INC | $358.01万 | 1.66% | 12,372 | 3,653 | 41.9% | $105.71万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $340.94万 | 1.58% | 33,085 | 428 | 1.3% | $4.41万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $309.14万 | 1.43% | 37,544 | -118 | -0.3% | -$9,716 | 减仓 |
| NVDA | NVIDIA CORPORATION | $277.96万 | 1.29% | 13,892 | 9,401 | 209.3% | $188.10万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $250.08万 | 1.16% | 48,381 | 0 | 0.0% | — | 不变 |
| DFSD | DIMENSIONAL ETF TRUST | $166.96万 | 0.77% | 34,966 | 3,503 | 11.1% | $16.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $153.68万 | 0.71% | 4,120 | 1,581 | 62.3% | $58.97万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $139.41万 | 0.65% | 28,842 | 4,276 | 17.4% | $20.67万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $138.28万 | 0.64% | 1,198 | 1,198 | — | $138.28万 | 新建仓 |
| AMZN | AMAZON COM INC | $136.83万 | 0.63% | 5,741 | 3,084 | 116.1% | $73.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $133.77万 | 0.62% | 3,615 | 23 | 0.6% | $8,511 | 加仓 |
| LLY | ELI LILLY & CO | $131.46万 | 0.61% | 1,096 | 593 | 117.9% | $71.13万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $127.28万 | 0.59% | 25,339 | 1,996 | 8.6% | $10.03万 | 加仓 |
| GOOG | ALPHABET INC | $126.49万 | 0.59% | 3,580 | 1,776 | 98.4% | $62.75万 | 加仓 |
| IXUS | ISHARES TR | $113.55万 | 0.53% | 11,897 | -68 | -0.6% | -$6,490 | 减仓 |
| AVGO | BROADCOM INC | $107.02万 | 0.50% | 2,833 | 1,673 | 144.2% | $63.20万 | 加仓 |
| VMC | VULCAN MATLS CO | $104.02万 | 0.48% | 3,526 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $102.24万 | 0.47% | 2,861 | 1,194 | 71.6% | $42.67万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $101.12万 | 0.47% | 25,199 | -493 | -1.9% | -$1.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $93.35万 | 0.43% | 2,852 | 1,585 | 125.1% | $51.88万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $86.74万 | 0.40% | 48,923 | -22 | -0.0% | -$390 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $80.80万 | 0.37% | 1,265 | 1,265 | — | $80.80万 | 新建仓 |
| SO | SOUTHERN CO | $75.30万 | 0.35% | 7,867 | 28 | 0.4% | $2,680 | 加仓 |
| FIX | COMFORT SYS USA INC | $75.12万 | 0.35% | 379 | 379 | — | $75.12万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $74.75万 | 0.35% | 799 | 490 | 158.6% | $45.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $72.61万 | 0.34% | 1,451 | 887 | 157.3% | $44.38万 | 加仓 |
| HD | HOME DEPOT INC | $68.49万 | 0.32% | 1,942 | 1,942 | — | $68.49万 | 新建仓 |
| META | META PLATFORMS INC | $67.43万 | 0.31% | 1,197 | 634 | 112.6% | $35.71万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $66.81万 | 0.31% | 23,062 | 1,503 | 7.0% | $4.35万 | 加仓 |
| SNOW | SNOWFLAKE INC | $62.40万 | 0.29% | 2,452 | 2,452 | — | $62.40万 | 新建仓 |
| WFC | WELLS FARGO & CO | $59.28万 | 0.28% | 7,173 | 7,173 | — | $59.28万 | 新建仓 |
| PSX | PHILLIPS 66 | $58.63万 | 0.27% | 3,468 | 3,468 | — | $58.63万 | 新建仓 |
| WMT | WALMART INC | $56.80万 | 0.26% | 5,015 | 60 | 1.2% | $6,796 | 加仓 |
| PCG | PG&E CORP | $56.50万 | 0.26% | 33,593 | 33,593 | — | $56.50万 | 新建仓 |
| TJX | TJX COS INC NEW | $55.69万 | 0.26% | 3,676 | 3,676 | — | $55.69万 | 新建仓 |
| GE | GE AEROSPACE | $55.65万 | 0.26% | 1,489 | 1,489 | — | $55.65万 | 新建仓 |
| GIS | GENERAL MILLS INC | $53.75万 | 0.25% | 15,445 | 15,445 | — | $53.75万 | 新建仓 |
| CNC | CENTENE CORP DEL | $52.83万 | 0.25% | 8,231 | 8,231 | — | $52.83万 | 新建仓 |
| — | EXXON MOBIL CORP | $52.64万 | 0.24% | 3,851 | 1,243 | 47.7% | $16.99万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $52.15万 | 0.24% | 5,747 | 5,747 | — | $52.15万 | 新建仓 |
| GEV | GE VERNOVA INC | $51.81万 | 0.24% | 441 | 441 | — | $51.81万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $51.50万 | 0.24% | 1,560 | 1,560 | — | $51.50万 | 新建仓 |
| IVLU | ISHARES TR | $50.72万 | 0.24% | 12,129 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $50.60万 | 0.23% | 3,536 | 3,536 | — | $50.60万 | 新建仓 |
| INTC | INTEL CORP | $50.50万 | 0.23% | 3,617 | 3,617 | — | $50.50万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $49.91万 | 0.23% | 2,583 | 2,583 | — | $49.91万 | 新建仓 |
| BAC | BANK OF AMER CORP | $49.77万 | 0.23% | 8,735 | 8,735 | — | $49.77万 | 新建仓 |
| IDEV | ISHARES TR | $47.03万 | 0.22% | 5,284 | -12 | -0.2% | -$1,068 | 减仓 |
| TMUS | T-MOBILE US INC | $46.68万 | 0.22% | 2,783 | 2,783 | — | $46.68万 | 新建仓 |
| TSLA | TESLA INC | $45.97万 | 0.21% | 1,093 | 432 | 65.4% | $18.17万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $45.93万 | 0.21% | 476 | 476 | — | $45.93万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $45.29万 | 0.21% | 4,327 | 4,327 | — | $45.29万 | 新建仓 |
| EIX | EDISON INTL | $44.85万 | 0.21% | 6,024 | 6,024 | — | $44.85万 | 新建仓 |
| ITOT | ISHARES TR | $44.63万 | 0.21% | 2,717 | -50 | -1.8% | -$8,213 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $44.35万 | 0.21% | 719 | 719 | — | $44.35万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $44.27万 | 0.21% | 5,691 | 5,691 | — | $44.27万 | 新建仓 |
| EFV | ISHARES TR | $44.16万 | 0.20% | 5,769 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $43.38万 | 0.20% | 1,897 | 1,897 | — | $43.38万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $43.38万 | 0.20% | 1,762 | 1,762 | — | $43.38万 | 新建仓 |
| AYI | ACUITY INC | $43.20万 | 0.20% | 1,147 | 1,147 | — | $43.20万 | 新建仓 |
| FTNT | FORTINET INC | $43.08万 | 0.20% | 2,804 | 2,804 | — | $43.08万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $42.52万 | 0.20% | 3,060 | 3,060 | — | $42.52万 | 新建仓 |
| EME | EMCOR GROUP INC | $42.49万 | 0.20% | 512 | 512 | — | $42.49万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $42.29万 | 0.20% | 5,851 | 5,851 | — | $42.29万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $42.27万 | 0.20% | 2,893 | 2,893 | — | $42.27万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $41.82万 | 0.19% | 1,249 | 1,249 | — | $41.82万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $41.45万 | 0.19% | 1,658 | 1,658 | — | $41.45万 | 新建仓 |
| EOG | EOG RES INC | $40.96万 | 0.19% | 3,157 | 3,157 | — | $40.96万 | 新建仓 |
| NUE | NUCOR CORP | $40.69万 | 0.19% | 1,827 | 9 | 0.5% | $2,004 | 加仓 |
| CMI | CUMMINS INC | $40.65万 | 0.19% | 570 | 570 | — | $40.65万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.86万 | 0.18% | 1,382 | 1,382 | — | $38.86万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $38.69万 | 0.18% | 2,334 | 2,334 | — | $38.69万 | 新建仓 |
| SNPS | SYNOPSYS INC | $38.54万 | 0.18% | 864 | 864 | — | $38.54万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $38.42万 | 0.18% | 6,667 | 6,667 | — | $38.42万 | 新建仓 |
| VRSN | VERISIGN INC | $38.29万 | 0.18% | 1,522 | 1,522 | — | $38.29万 | 新建仓 |
| NVT | NVENT ELEC PLC | $37.16万 | 0.17% | 2,191 | 2,191 | — | $37.16万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $36.96万 | 0.17% | 14,631 | 14,631 | — | $36.96万 | 新建仓 |
| TER | TERADYNE INC | $36.58万 | 0.17% | 756 | 756 | — | $36.58万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $36.56万 | 0.17% | 2,193 | 2,193 | — | $36.56万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $36.42万 | 0.17% | 627 | 627 | — | $36.42万 | 新建仓 |
| QCOM | QUALCOMM INC | $36.33万 | 0.17% | 1,966 | 1,966 | — | $36.33万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $35.98万 | 0.17% | 2,135 | 2,135 | — | $35.98万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $35.65万 | 0.17% | 1,777 | 1,777 | — | $35.65万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $35.21万 | 0.16% | 768 | 768 | — | $35.21万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.08万 | 0.16% | 844 | 844 | — | $35.08万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $34.42万 | 0.16% | 2,531 | 2,531 | — | $34.42万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $34.36万 | 0.16% | 8,051 | 8,051 | — | $34.36万 | 新建仓 |
| HAL | HALLIBURTON CO | $34.36万 | 0.16% | 10,120 | 10,120 | — | $34.36万 | 新建仓 |
| V | VISA INC | $34.00万 | 0.16% | 991 | 991 | — | $34.00万 | 新建仓 |