Capstone Wealth Management, Inc.
BILLINGS MT · SEC CIK 0002112205
$1.33亿2026Q2 申报市值
48持仓数
74.7%前十大占比 · 第一大 34.7%
10 / 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
AVDE 加仓+$38.44万
IVV 加仓+$35.06万
AGG 加仓+$24.87万
DIMENSIONAL ETF 加仓+$22.99万
MSFT 新建仓+$22.91万
2026Q2 卖出最多 按季末市值估算
JPST 减仓-$21.90万
DFUS 减仓-$17.70万
DIMENSIONAL ETF 减仓-$7.79万
VEU 减仓-$4.33万
VUG 减仓-$3.24万
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 |
|---|---|---|---|---|---|---|---|---|
| NUAI | NEW ERA ENERGY & DIGITAL INC | $19.43万 | 0.15% | 35,000 | 35,000 | — | $19.43万 | 新建仓 |
| ITOT | ISHARES TR | $20.20万 | 0.15% | 1,228 | 1,228 | — | $20.20万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $20.29万 | 0.15% | 3,000 | 3,000 | — | $20.29万 | 新建仓 |
| IDEV | ISHARES TR | $21.05万 | 0.16% | 2,374 | 2,374 | — | $21.05万 | 新建仓 |
| IWN | ISHARES TR | $21.39万 | 0.16% | 960 | 960 | — | $21.39万 | 新建仓 |
| IJH | ISHARES TR | $21.49万 | 0.16% | 2,795 | 2,795 | — | $21.49万 | 新建仓 |
| IJK | ISHARES TR | $21.50万 | 0.16% | 1,840 | 1,840 | — | $21.50万 | 新建仓 |
| GOOGL | ALPHABET INC | $21.59万 | 0.16% | 601 | 601 | — | $21.59万 | 新建仓 |
| IWO | ISHARES TR | $21.80万 | 0.16% | 553 | 553 | — | $21.80万 | 新建仓 |
| MSFT | MICROSOFT CORP | $22.91万 | 0.17% | 593 | 593 | — | $22.91万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $23.96万 | 0.18% | 2,775 | -375 | -11.9% | -$3.24万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $24.15万 | 0.18% | 7,144 | 15 | 0.2% | $507 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $25.63万 | 0.19% | 5,370 | 33 | 0.6% | $1,575 | 加仓 |
| AAPL | APPLE INC | $28.11万 | 0.21% | 956 | 42 | 4.6% | $1.23万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $29.28万 | 0.22% | 5,530 | 40 | 0.7% | $2,118 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.04万 | 0.27% | 717 | 5 | 0.7% | $2,513 | 加仓 |
| CVX | CHEVRON CORP NEW | $42.64万 | 0.32% | 2,562 | 4 | 0.2% | $666 | 加仓 |
| VOO | VANGUARD INDEX FDS | $46.23万 | 0.35% | 673 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $46.71万 | 0.35% | 17,705 | 268 | 1.5% | $7,070 | 加仓 |
| DVY | ISHARES TR | $47.39万 | 0.36% | 3,010 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDL AVERAGE | $52.11万 | 0.39% | 994 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $53.23万 | 0.40% | 13,641 | 171 | 1.3% | $6,672 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $56.01万 | 0.42% | 15,300 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $67.93万 | 0.51% | 2,238 | -59 | -2.6% | -$1.79万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $87.66万 | 0.66% | 18,764 | 366 | 2.0% | $1.71万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $92.59万 | 0.69% | 23,667 | 29 | 0.1% | $1,135 | 加仓 |
| CAT | CATERPILLAR INC | $98.26万 | 0.74% | 979 | 2 | 0.2% | $2,007 | 加仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $100.61万 | 0.76% | 21,431 | 236 | 1.1% | $1.11万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $101.33万 | 0.76% | 7,988 | -211 | -2.6% | -$2.68万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $127.65万 | 0.96% | 15,404 | -523 | -3.3% | -$4.33万 | 减仓 |
| LOW | LOWES COS INC | $169.28万 | 1.27% | 7,590 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $171.30万 | 1.29% | 20,831 | 316 | 1.5% | $2.60万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $214.90万 | 1.61% | 42,640 | -4,346 | -9.2% | -$21.90万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $235.56万 | 1.77% | 25,094 | 1,522 | 6.5% | $14.29万 | 加仓 |
| AGG | ISHARES TR | $273.43万 | 2.05% | 27,747 | 2,524 | 10.0% | $24.87万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $274.71万 | 2.06% | 21,477 | 1,268 | 6.3% | $16.22万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $300.20万 | 2.25% | 34,542 | 8 | 0.0% | $695 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $329.71万 | 2.47% | 79,009 | 288 | 0.4% | $1.20万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $333.94万 | 2.51% | 80,157 | -1,871 | -2.3% | -$7.79万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $393.66万 | 2.95% | 100,040 | 856 | 0.9% | $3.37万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $446.41万 | 3.35% | 122,053 | -68 | -0.1% | -$2,487 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $482.71万 | 3.62% | 54,176 | 4,314 | 8.7% | $38.44万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $560.95万 | 4.21% | 136,409 | 2,622 | 2.0% | $10.78万 | 加仓 |
| IVV | ISHARES TR | $626.58万 | 4.70% | 8,345 | 467 | 5.9% | $35.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $803.39万 | 6.03% | 114,468 | 3,275 | 2.9% | $22.99万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $811.50万 | 6.09% | 218,087 | 6,139 | 2.9% | $22.84万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $871.90万 | 6.54% | 106,355 | -2,159 | -2.0% | -$17.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,624.24万 | 34.71% | 1,040,325 | -356 | -0.0% | -$1.58万 | 减仓 |