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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 133 项
建仓 26
增持 78
减持 24
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
DUSB
DIMENSIONAL ETF TRUST
-$2.6M
228,259
-18%
增持
VBIL
VANGUARD INSTL INDEX FD
+$2.2M
36,745
+357%
增持
OPPJ
WISDOMTREE TR
+$1.3M
69,663
+29%
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。
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.2M
75,408
+46%
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
19,996
+9%
减持
SGOV
ISHARES TR
-$1.0M
5,425
-65%
增持
PGR
PROGRESSIVE CORP
+$903.0K
11,995
+85%
增持
AMZN
AMAZON COM INC
-$872.9K
66,573
+4%
增持
COST
COSTCO WHSL CORP NEW
+$817.5K
6,048
+0%
建仓
WMT
WALMART INC
+$807.6K
6,486
建仓
IWN
ISHARES TR
+$774.5K
4,085
建仓
XLK
SELECT SECTOR SPDR TR
+$731.8K
5,506
增持
AAPL
APPLE INC
+$728.7K
11,299
+44%
增持
GOOGL
ALPHABET INC
+$651.4K
20,483
+22%
增持
AXP
AMERICAN EXPRESS CO
-$638.4K
9,578
+0%
增持
TJX
TJX COS INC NEW
+$628.8K
22,629
+16%
增持
MSFT
MICROSOFT CORP
+$625.1K
5,096
+95%
减持
VTEB
VANGUARD MUN BD FDS
-$620.1K
67,631
-15%
增持
RTX
RTX CORPORATION
+$589.7K
4,784
+163%
建仓
DFLV
DIMENSIONAL ETF TRUST
+$588.5K
16,479
清仓
—
DIMENSIONAL ETF TRUST
-$559.7K
0
-100%
减持
VCRM
VANGUARD MUN BD FDS
-$543.6K
97,174
-6%
建仓
BND
VANGUARD BD INDEX FDS
+$537.0K
7,292
清仓
—
LAM RESEARCH CORP
-$514.3K
0
-100%
增持
SPYG
SPDR SER TR
-$512.7K
129,681
+5%
建仓
CVX
CHEVRON CORPORATION
+$496.2K
2,398
减持
VTES
VANGUARD WELLINGTON FD
-$458.7K
5,883
-43%
增持
IVV
ISHARES TR
-$453.3K
35,621
+3%
建仓
HD
HOME DEPOT INC
+$452.9K
1,377
建仓
AME
AMETEK INC
+$451.2K
2,105
减持
IWP
ISHARES TR
-$413.6K
43,513
-0%
建仓
IGV
ISHARES TR
+$407.5K
5,090
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$403.9K
821
增持
VONG
VANGUARD SCOTTSDALE FDS
-$403.9K
38,501
+1%
建仓
HON
HONEYWELL INTL INC
+$390.0K
1,725
增持
DFAT
DIMENSIONAL ETF TRUST
+$372.0K
104,131
+1%
增持
JPM
JPMORGAN CHASE & CO
+$370.3K
4,612
+51%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$369.5K
35,278
+16%
建仓
XLY
SELECT SECTOR SPDR TR
+$369.4K
3,390
减持
IYR
ISHARES TR
-$365.7K
7,492
-35%
建仓
EMR
EMERSON ELEC CO
+$347.2K
2,650
建仓
LRCX
LAM RESEARCH CORP
+$340.6K
1,592
增持
PEP
PEPSICO INC
+$325.4K
4,465
+76%
建仓
SYK
STRYKER CORPORATION
+$306.4K
930
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$303.5K
217,792
+3%
建仓
IVSI
ETF OPPORTUNITIES TRUST
+$295.1K
7,059
建仓
VFMF
VANGUARD WELLINGTON FD
+$276.2K
1,781
建仓
SOXX
ISHARES TR
+$269.5K
820
建仓
ABT
ABBOTT LABORATORIES
+$265.3K
2,584
建仓
XLE
SELECT SECTOR SPDR TR
+$262.2K
4,280
建仓
TFC
TRUIST FINL CORP
+$258.8K
5,629
增持
VTV
VANGUARD INDEX FDS
+$257.0K
22,166
+3%
建仓
SMLF
ISHARES TR
+$256.0K
3,392
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$254.8K
1,620
建仓
NEE
NEXTERA ENERGY INC
+$246.6K
2,655
建仓
UNH
UNITEDHEALTH GROUP INC
+$239.5K
885
清仓
SHOP
SHOPIFY INC
-$233.2K
0
-100%
增持
EL
LAUDER ESTEE COS INC
-$232.1K
7,132
+0%
清仓
KWEB
KRANESHARES TRUST
-$232.1K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$221.1K
30,101
+0%
建仓
MRK
MERCK & CO INC
+$216.5K
1,787
增持
UNP
UNION PAC CORP
+$210.0K
14,925
+1%
清仓
MKL
MARKEL GROUP INC
-$204.5K
0
-100%
增持
IGSB
ISHARES TR
+$199.2K
12,757
+43%
增持
V
VISA INC
+$180.1K
3,447
+40%
增持
NVDA
NVIDIA CORPORATION
-$167.8K
22,642
+3%
增持
IGIB
ISHARES TR
+$160.6K
47,840
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$159.3K
23,772
+6%
增持
VUSB
VANGUARD BD INDEX FDS
+$156.9K
9,138
+53%
减持
SLYV
SPDR SER TR
+$144.3K
43,949
-0%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
+$144.0K
6,323
+13%
减持
IWF
ISHARES TR
-$132.8K
2,816
-0%
增持
KKR
KKR & CO INC
-$132.1K
3,805
+0%
减持
ICSH
ISHARES TR
-$125.9K
21,987
-10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$122.4K
159,669
+2%
增持
IJK
ISHARES TR
+$120.2K
15,753
+4%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$117.3K
9,271
+13%
增持
IEFA
ISHARES TR
+$111.9K
66,918
+1%
增持
AMGN
AMGEN INC
+$110.5K
4,155
+1%
增持
IQLT
ISHARES TR
+$108.5K
17,214
+14%
增持
QQQ
INVESCO QQQ TR
+$107.3K
1,005
+31%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$104.4K
5,196
+29%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$102.7K
5,402
+28%
增持
VGT
VANGUARD WORLD FD
-$99.1K
1,794
+0%
增持
SLYG
SPDR SER TR
+$97.7K
19,414
+3%
减持
STIP
ISHARES TR
-$93.6K
15,906
-6%
减持
MEAR
ISHARES U S ETF TR
-$92.0K
7,229
-20%
增持
AVGO
BROADCOM INC
+$91.2K
6,200
+17%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$91.0K
3,147
+45%
增持
DEHP
DIMENSIONAL ETF TRUST
+$84.6K
16,118
+13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$84.4K
7,630
+8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$80.4K
1,510
+0%
增持
ESAB
ESAB CORPORATION
-$79.3K
5,265
+0%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$77.6K
8,954
+9%
增持
DFIC
DIMENSIONAL ETF TRUST
+$74.7K
27,921
+5%
增持
LLY
LILLY ELI & CO
+$74.5K
809
+30%
减持
SPYV
SPDR SER TR
-$66.0K
111,178
-1%
增持
KTB
KONTOOR BRANDS INC
+$54.6K
5,647
+1%
减持
AMAT
APPLIED MATLS INC
-$52.7K
639
-39%
增持
XSHQ
INVESCO EXCH TRADED FD TR II
+$51.2K
17,502
+7%
减持
DFAR
DIMENSIONAL ETF TRUST
-$44.8K
34,171
-8%
增持
SCHW
SCHWAB CHARLES CORP
-$38.3K
6,726
+0%
增持
MDLZ
MONDELEZ INTL INC
+$35.9K
8,621
+1%
增持
META
META PLATFORMS INC
+$34.6K
1,492
+20%
减持
DFAS
DIMENSIONAL ETF TRUST
+$32.3K
47,469
-1%
增持
IJS
ISHARES TR
+$31.5K
6,382
+0%
增持
COWZ
PACER FDS TR
+$26.9K
10,587
+1%
增持
BAC
BK OF AMERICA CORP
+$25.8K
18,178
+16%
增持
TSLA
TESLA INC
+$23.8K
987
+29%
增持
DFEM
DIMENSIONAL ETF TRUST
+$18.2K
6,466
+1%
增持
LRGF
ISHARES TR
-$13.9K
4,273
+0%
增持
VBK
VANGUARD INDEX FDS
+$13.3K
12,256
+0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$11.5K
12,965
+0%
增持
IJJ
ISHARES TR
+$11.4K
8,384
+0%
增持
MDYV
SPDR SER TR
+$11.2K
9,592
+1%
减持
SCZ
ISHARES TR
-$10.9K
15,911
-2%
增持
VBR
VANGUARD INDEX FDS
+$10.1K
989
+1%
减持
IJT
ISHARES TR
+$9.9K
5,220
-1%
减持
DFCF
DIMENSIONAL ETF TRUST
-$9.4K
18,768
-0%
增持
VOX
VANGUARD WORLD FD
-$7.7K
1,122
+1%
减持
DFSD
DIMENSIONAL ETF TRUST
-$6.4K
16,176
-1%
减持
IEMG
ISHARES TR
+$5.3K
15,466
-3%
增持
IMCG
ISHARES TR
+$4.8K
3,865
+3%
减持
IXUS
ISHARES TR
-$4.6K
11,227
-3%
增持
DECW
AIM ETF PRODUCTS TRUST
-$3.0K
6,860
+0%
增持
IWR
ISHARES TR
+$2.8K
2,916
+0%
增持
SEPW
AIM ETF PRODUCTS TRUST
-$1.9K
7,351
+0%
增持
SUB
ISHARES TR
+$1.5K
5,859
+0%
增持
USHY
ISHARES TR
-$1.1K
7,605
+1%
减持
SPEM
SPDR INDEX SHS FDS
-$991
37,361
-0%
增持
BIV
VANGUARD BD INDEX FDS
-$927
3,038
+0%
减持
IWM
ISHARES TR
-$905
2,732
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$836
7,489
+2%
