Capstone Wealth Management, Inc.
BILLINGS MT · SEC CIK 0002112205
$1.18亿2026Q1 申报市值
38持仓数
75.4%前十大占比 · 第一大 34.7%
0 / 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
AVUS 加仓+$93.09万
JPST 加仓+$90.20万
DIMENSIONAL ETF 加仓+$69.14万
DFIC 加仓+$65.58万
DEHP 加仓+$40.47万
2026Q1 卖出最多 按季末市值估算
CSR 清仓-$139.74万
FSLR 清仓-$21.18万
DFUS 减仓-$16.31万
LOW 减仓-$10.99万
VEU 减仓-$5.97万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,088.83万 | 34.68% | 1,040,681 | 6,004 | 0.6% | $23.59万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $778.15万 | 6.60% | 108,514 | -2,274 | -2.1% | -$16.31万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $763.33万 | 6.47% | 211,948 | 18,209 | 9.4% | $65.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $698.96万 | 5.93% | 111,193 | 10,999 | 11.0% | $69.14万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $527.99万 | 4.48% | 133,787 | 2,453 | 1.9% | $9.68万 | 加仓 |
| IVV | ISHARES TR | $520.35万 | 4.41% | 7,878 | 160 | 2.1% | $10.57万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $428.84万 | 3.64% | 49,862 | 4,651 | 10.3% | $40.00万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $420.04万 | 3.56% | 122,121 | -1,429 | -1.2% | -$4.92万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $337.67万 | 2.86% | 99,184 | 2,809 | 2.9% | $9.56万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $321.03万 | 2.72% | 34,534 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $304.00万 | 2.58% | 82,028 | 18 | 0.0% | $667 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $267.57万 | 2.27% | 78,721 | 11,905 | 17.8% | $40.47万 | 加仓 |
| AGG | ISHARES TR | $250.05万 | 2.12% | 25,223 | -215 | -0.8% | -$2.13万 | 减仓 |
| JPST | JP MORGAN EXCHANGE TRADED F | $237.07万 | 2.01% | 46,986 | 17,878 | 61.4% | $90.20万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $226.92万 | 1.92% | 20,209 | 8,290 | 69.6% | $93.09万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $191.47万 | 1.62% | 23,572 | 3,405 | 16.9% | $27.66万 | 加仓 |
| LOW | LOWES COS INC | $177.83万 | 1.51% | 7,590 | -469 | -5.8% | -$10.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $149.27万 | 1.27% | 20,515 | 375 | 1.9% | $2.73万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $120.91万 | 1.03% | 15,927 | -786 | -4.7% | -$5.97万 | 减仓 |
| JSCP | JP MORGAN EXCHANGE TRADED F | $99.90万 | 0.85% | 21,195 | 230 | 1.1% | $1.08万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $90.91万 | 0.77% | 8,199 | -43 | -0.5% | -$4,768 | 减仓 |
| JCPB | JP MORGAN EXCHANGE TRADED F | $86.42万 | 0.73% | 18,398 | 578 | 3.2% | $2.72万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $79.91万 | 0.68% | 23,638 | 1,393 | 6.3% | $4.71万 | 加仓 |
| CAT | CATERPILLAR INC | $69.86万 | 0.59% | 977 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $60.83万 | 0.52% | 2,297 | -36 | -1.5% | -$9,533 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $57.65万 | 0.49% | 15,300 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP NEW | $50.44万 | 0.43% | 2,558 | -15 | -0.6% | -$2,958 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $47.50万 | 0.40% | 13,470 | -199 | -1.5% | -$7,017 | 减仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $46.31万 | 0.39% | 994 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $45.61万 | 0.39% | 3,010 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $42.08万 | 0.36% | 17,437 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $40.68万 | 0.34% | 673 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.06万 | 0.29% | 712 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $32.47万 | 0.28% | 5,490 | 34 | 0.6% | $2,011 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $25.56万 | 0.22% | 5,337 | 9 | 0.2% | $431 | 加仓 |
| AAPL | APPLE INC | $23.71万 | 0.20% | 914 | -11 | -1.2% | -$2,854 | 减仓 |
| VUG | VANGUARD INDEX FDS | $23.28万 | 0.20% | 525 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $23.24万 | 0.20% | 7,129 | 8 | 0.1% | $261 | 加仓 |
| CSR | CENTERSPACE | $0 | 0.00% | 0 | -21,196 | -100.0% | -$139.74万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -772 | -100.0% | -$21.18万 | 清仓 |