小隐寺数据中心

情绪

Reddit 热门散户社区提及与热度榜

机构

机构目录全部机构机构持仓机构真实持仓

事件

新股 IPO定价、上市与申报追踪内部人买卖高管与董事交易重大事件并购/高管/退市等重大报告举牌主动或被动披露

财务

季报10-Q 季度财报申报流年报10-K 年度财报申报流

公司

公司目录上市公司高管与档案

势力阵营即将上线校友与资本关系图谱

人物

明星投资人知名基金经理与持仓动向政客交易国会议员持仓披露

API 小隐寺主站

数据来源:SEC及其他第三方非公开数据库

TAGStone Capital, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

TAGStone Capital, Inc.

报告期 2026-03-31 · CIK 0001903044

持仓数

137

前50大市值合计

$239.7M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4

25Q1 调仓2024-12-31 → 2025-03-31 · 共 93 项建仓 10增持 47减持 31清仓 5

方向

标的

Δ市值

现股数(环比)

增持

VTEB VANGUARD MUN BD FDS

+$3.7M

159,380 +88%

建仓

DUSB DIMENSIONAL ETF TRUST

+$2.6M

51,466

建仓

VTES VANGUARD WELLINGTON FD

+$2.6M

25,576

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

VUSB VANGUARD BD INDEX FDS

-$2.4M

14,016 -78%

减持

AMZN AMAZON COM INC

-$2.2M

62,066 -3%

建仓

MEAR ISHARES U S ETF TR

+$2.0M

40,040

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$2.0M

22,545 +2%

减持

GOOGL ALPHABET INC

-$1.4M

16,150 -21%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$1.3M

131,271 -12%

减持

VCIT VANGUARD SCOTTSDALE FDS

-$1.2M

207,624 -8%

增持

IGSB ISHARES TR

+$1.1M

26,625 +449%

减持

IVV ISHARES TR

-$982.0K

34,472 -0%

减持

DFCF DIMENSIONAL ETF TRUST

-$919.0K

18,154 -55%

减持

DFAT DIMENSIONAL ETF TRUST

-$721.0K

87,420 -7%

减持

DFAS DIMENSIONAL ETF TRUST

-$687.0K

45,862 -13%

增持

SPYG SPDR SER TR

-$686.0K

114,731 +2%

减持

ICSH ISHARES TR

-$631.0K

34,321 -27%

增持

IGIB ISHARES TR

+$603.0K

46,036 +31%

减持

NVDA NVIDIA CORPORATION

-$497.0K

16,921 -3%

减持

SLYV SPDR SER TR

-$411.0K

44,125 -1%

减持

IWP ISHARES TR

-$394.0K

42,218 -0%

减持

JNJ JOHNSON & JOHNSON

-$371.0K

17,594 -23%

增持

VONG VANGUARD SCOTTSDALE FDS

-$367.0K

37,692 +1%

建仓

SGOV ISHARES TR

+$363.0K

3,608

增持

VBK VANGUARD INDEX FDS

-$313.0K

12,167 +1%

建仓

SPHQ INVESCO EXCHANGE TRADED FD T

+$294.0K

4,425

清仓

— CHUBB LIMITED

-$272.0K

0 -100%

减持

BAC BK OF AMERICA CORP

-$270.0K

14,383 -27%

建仓

IQLT ISHARES TR

+$262.0K

6,596

增持

PGR PROGRESSIVE CORP

+$256.0K

5,874 +0%

减持

IEFA ISHARES TR

+$253.0K

63,880 -2%

清仓

TFC TRUIST FINL CORP

-$248.0K

0 -100%

增持

VTV VANGUARD INDEX FDS

+$231.0K

15,305 +7%

增持

MSFT MICROSOFT CORP

+$225.0K

2,143 +56%

建仓

KWEB KRANESHARES TRUST

+$224.0K

6,425

清仓

LMT LOCKHEED MARTIN CORP

-$216.0K

0 -100%

清仓

TGT TARGET CORP

-$215.0K

0 -100%

清仓

ENOV ENOVIS CORPORATION

-$215.0K

0 -100%

建仓

MARW AIM ETF PRODUCTS TRUST

+$204.0K

6,589

建仓

MKL MARKEL GROUP INC

+$200.0K

107

增持

AXP AMERICAN EXPRESS CO

-$198.0K

9,704 +3%

增持

AMGN AMGEN INC

+$198.0K

3,738 +1%

减持

KTB KONTOOR BRANDS INC

-$175.0K

5,478 -11%

减持

AAPL APPLE INC

-$149.0K

5,039 -0%

增持

UNP UNION PAC CORP

+$136.0K

14,502 +1%

减持

COST COSTCO WHSL CORP NEW

+$136.0K

5,867 -1%

增持

SLYG SPDR SER TR

-$124.0K

19,015 +1%

增持

KKR KKR & CO INC

-$121.0K

3,781 +0%

减持

IXUS ISHARES TR

-$121.0K

11,856 -17%

增持

IJK ISHARES TR

-$111.0K

16,317 +1%

减持

IYR ISHARES TR

-$92.0K

13,347 -9%

建仓

CALY TOPGOLF CALLAWAY BRANDS CORP

+$90.0K

13,608

增持

META META PLATFORMS INC

+$89.0K

1,228 +16%

增持

DFIC DIMENSIONAL ETF TRUST

+$88.0K

15,419 +17%

增持

V VISA INC

+$86.0K

2,444 +0%

增持

STIP ISHARES TR

+$84.0K

12,375 +4%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$77.0K

5,514 +9%

减持

SCZ ISHARES TR

-$76.0K

16,743 -11%

增持

DFAR DIMENSIONAL ETF TRUST

+$75.0K

35,860 +7%

增持

SPYV SPDR SER TR

+$74.0K

100,613 +2%

减持

IEMG ISHARES TR

-$69.0K

18,118 -10%

增持

VTWO VANGUARD SCOTTSDALE FDS

-$69.0K

8,147 +0%

减持

IWM ISHARES TR

-$64.0K

2,882 -0%

增持

MDLZ MONDELEZ INTL INC

+$64.0K

7,401 +1%

增持

IJT ISHARES TR

-$58.0K

5,321 +0%

增持

EL LAUDER ESTEE COS INC

-$56.0K

6,489 +1%

增持

EEM ISHARES TR

+$54.0K

8,783 +11%

增持

IJS ISHARES TR

-$53.0K

6,537 +3%

增持

IWF ISHARES TR

-$52.0K

2,810 +6%

增持

DFUV DIMENSIONAL ETF TRUST

+$43.0K

50,617 +1%

增持

IJJ ISHARES TR

-$39.0K

8,233 +0%

增持

IBM INTERNATIONAL BUSINESS MACHS

+$36.0K

1,185 +0%

减持

SPEM SPDR INDEX SHS FDS

+$31.0K

36,558 -0%

增持

LLY LILLY ELI & CO

+$29.0K

520 +0%

增持

DFIS DIMENSIONAL ETF TRUST

+$23.0K

9,559 +5%

增持

TJX TJX COS INC NEW

+$21.0K

19,256 +0%

增持

LRGF ISHARES TR

-$20.0K

8,825 +0%

增持

VOE VANGUARD INDEX FDS

+$19.0K

27,710 +1%

减持

SCHW SCHWAB CHARLES CORP

+$19.0K

6,664 -2%

增持

XMMO INVESCO EXCHANGE TRADED FD T

-$19.0K

2,106 +0%

增持

ESAB ESAB CORPORATION

-$19.0K

5,248 +0%

减持

JPM JPMORGAN CHASE & CO

-$18.0K

2,635 -5%

减持

DFSD DIMENSIONAL ETF TRUST

-$17.0K

14,353 -4%

减持

RTX RTX CORPORATION

+$17.0K

1,814 -1%

增持

MDYV SPDR SER TR

-$11.0K

9,622 +3%

增持

IMCG ISHARES TR

-$9.0K

3,742 +2%

增持

PEP PEPSICO INC

-$8.0K

2,532 +0%

增持

BIV VANGUARD BD INDEX FDS

+$8.0K

3,565 +1%

减持

— DIMENSIONAL ETF TRUST

+$6.0K

12,769 -0%

减持

VSS VANGUARD INTL EQUITY INDEX F

+$4.0K

3,731 -0%

增持

SUB ISHARES TR

+$3.0K

5,910 +0%

增持

USHY ISHARES TR

+$3.0K

6,717 +1%

增持

JEPI J P MORGAN EXCHANGE TRADED F

+$1.0K

6,425 +2%