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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
1IVVISHARES TR$26.7M8.48%35,624增持
2VCITVANGUARD SCOTTSDALE FDS$18.9M5.99%228,161增持
3AMZNAMAZON COM INC$15.9M5.06%66,821增持
4SPYGSPDR SERIES TRUST$15.7M4.98%131,583增持
5VCSHVANGUARD SCOTTSDALE FDS$13.6M4.32%172,144增持
6BRKBBERKSHIRE HATHAWAY INC DEL$11.9M3.79%23,836增持
7DUSBDIMENSIONAL ETF TRUST$10.6M3.38%209,246减持
8GOOGLALPHABET INC$7.9M2.50%22,008增持
9DFATDIMENSIONAL ETF TRUST$7.6M2.42%108,877增持
10VCRMVANGUARD MUN BD FDS$7.3M2.32%95,674减持
11SPYVSPDR SERIES TRUST$6.6M2.11%109,108减持
12IEFAISHARES TR$6.4M2.03%66,072减持
13IWPISHARES TR$6.4M2.03%43,547增持
14VOEVANGUARD INDEX FDS$5.8M1.83%29,208减持
15COSTCOSTCO WHOLESALE CORPORATION$5.7M1.80%6,056增持
16VTVVANGUARD INDEX FDS$5.3M1.69%24,448增持
17NVDANVIDIA CORPORATION$5.2M1.66%26,066增持
18JNJJOHNSON & JOHNSON$5.2M1.65%20,406增持
19VONGVANGUARD SCOTTSDALE FDS$5.1M1.61%39,514增持
20SLYVSPDR SERIES TRUST$4.6M1.47%42,400减持
21VBKVANGUARD INDEX FDS$4.4M1.41%12,110减持
22DFUVDIMENSIONAL ETF TRUST$4.1M1.30%74,228减持
23UNPUNION PAC CORP$4.1M1.30%14,991增持
24OPPJWISDOMTREE TR$4.1M1.29%70,411增持
25DFASDIMENSIONAL ETF TRUST$3.9M1.24%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