TAGStone Capital, Inc. 13F 持仓 · 2026年Q2
TAGStone Capital 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 139 只证券,申报市值合计 3.15 亿美元。前几大持仓:IVV(8.48%)、VCIT(5.99%)、AMZN(5.06%)。本季前 25 大持仓中:增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $26.7M | 8.48% | 35,624 | 增持 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $18.9M | 5.99% | 228,161 | 增持 |
| 3 | AMZN | AMAZON COM INC | $15.9M | 5.06% | 66,821 | 增持 |
| 4 | SPYG | SPDR SERIES TRUST | $15.7M | 4.98% | 131,583 | 增持 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $13.6M | 4.32% | 172,144 | 增持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.9M | 3.79% | 23,836 | 增持 |
| 7 | DUSB | DIMENSIONAL ETF TRUST | $10.6M | 3.38% | 209,246 | 减持 |
| 8 | GOOGL | ALPHABET INC | $7.9M | 2.50% | 22,008 | 增持 |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $7.6M | 2.42% | 108,877 | 增持 |
| 10 | VCRM | VANGUARD MUN BD FDS | $7.3M | 2.32% | 95,674 | 减持 |
| 11 | SPYV | SPDR SERIES TRUST | $6.6M | 2.11% | 109,108 | 减持 |
| 12 | IEFA | ISHARES TR | $6.4M | 2.03% | 66,072 | 减持 |
| 13 | IWP | ISHARES TR | $6.4M | 2.03% | 43,547 | 增持 |
| 14 | VOE | VANGUARD INDEX FDS | $5.8M | 1.83% | 29,208 | 减持 |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $5.7M | 1.80% | 6,056 | 增持 |
| 16 | VTV | VANGUARD INDEX FDS | $5.3M | 1.69% | 24,448 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $5.2M | 1.66% | 26,066 | 增持 |
| 18 | JNJ | JOHNSON & JOHNSON | $5.2M | 1.65% | 20,406 | 增持 |
| 19 | VONG | VANGUARD SCOTTSDALE FDS | $5.1M | 1.61% | 39,514 | 增持 |
| 20 | SLYV | SPDR SERIES TRUST | $4.6M | 1.47% | 42,400 | 减持 |
| 21 | VBK | VANGUARD INDEX FDS | $4.4M | 1.41% | 12,110 | 减持 |
| 22 | DFUV | DIMENSIONAL ETF TRUST | $4.1M | 1.30% | 74,228 | 减持 |
| 23 | UNP | UNION PAC CORP | $4.1M | 1.30% | 14,991 | 增持 |
| 24 | OPPJ | WISDOMTREE TR | $4.1M | 1.29% | 70,411 | 增持 |
| 25 | DFAS | DIMENSIONAL ETF TRUST | $3.9M | 1.24% | 47,444 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR