13FBOX
Capstone Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Capstone Wealth Management, LLC

No.6885 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.16亿
环比变动 Q1 2026
+$7,208.8万+50.3%
持仓股票数
188
新买入
139
加仓
29
减仓
15
清仓
1
持股不变
5
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
EEA SERIES TRUSTBSVO
9.64%12.71%$2,077.4万71.2万股$1,822.6万71.8万股-6,719股-0.94%减仓
DDimensional维度·U.S. EQUITY MARKET ETFDFUS
8.28%10.49%$1,785.4万21.8万股$1,504.4万21.2万股+5,737股+2.70%加仓
DDimensional维度ETF信托DFAC
8.15%10.65%$1,757.5万39.6万股$1,527.7万39.3万股+3,062股+0.78%加仓
DDimensional维度ETF信托DFIV
6.56%9.74%$1,414.4万26.2万股$1,396.5万26.5万股-2,751股-1.04%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
6.36%8.83%$1,369.7万19.6万股$1,266.5万20.3万股-6,850股-3.38%减仓
DDimensional维度·USDFUV
5.39%7.17%$1,161.9万21.1万股$1,027.7万21.2万股-869股-0.41%减仓
DDimensional维度·WORLD EX U.S. CORE EQUITY 2 ETFDFAX
4%5.55%$862.1万23.4万股$796.2万23.4万股-365股-0.16%减仓
AAvantis·U SAVUV
3.32%4.42%$716.1万5.7万股$634.1万5.7万股+1股+0.00%加仓
V先锋领航斯科茨代尔基金VGIT
3.06%3.9%$659.4万11.2万股$559.4万9.4万股+1.8万股+19.03%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
2.02%2.78%$434.8万10.5万股$399.3万10.2万股+2,925股+2.85%加仓
DDimensional维度ETF信托DFEM
1.77%2.32%$382.3万9.4万股$332.8万9.6万股-2,267股-2.35%减仓
苹果AAPL
1.66%1.54%$358.0万1.2万股$221.3万8,719股+3,653股+41.90%加仓
AAvantis US Small Cap Value ETFAVDV
1.58%2.27%$340.9万3.3万股$326.1万3.3万股+428股+1.31%加仓
DDimensional维度·U.S. SMALL CAP ETFDFAS
1.43%1.87%$309.1万3.8万股$267.9万3.8万股-118股-0.31%减仓
英伟达NVDA
1.29%0.55%$278.0万1.4万股$78.3万4,491股+9,401股+209.33%加仓
DDimensional维度ETF信托DFAU
1.16%1.52%$250.1万4.8万股$218.3万4.8万股00.00%持仓不变
DDimensional维度ETF信托DFSD
0.77%1.05%$167.0万3.5万股$150.6万3.1万股+3,503股+11.13%加仓
微软MSFT
0.71%0.66%$153.7万4,120股$94.0万2,539股+1,581股+62.27%加仓
DDimensional维度ETF信托DFNM
0.65%0.82%$139.4万2.9万股$117.7万2.5万股+4,276股+17.41%加仓
美光科技MU
0.64%$138.3万1,198股$00股+1,198股新买入
亚马逊AMZN
0.63%0.39%$136.8万5,741股$55.3万2,657股+3,084股+116.07%加仓
G通用动力VTI
0.62%0.8%$133.8万3,615股$115.2万3,592股+23股+0.64%加仓
礼来LLY
0.61%0.32%$131.5万1,096股$46.3万503股+593股+117.89%加仓
V先锋领航·MALVERN FDSVTIP
0.59%0.81%$127.3万2.5万股$116.6万2.3万股+1,996股+8.55%加仓
AAlphabet Inc Class CGOOG
0.59%0.36%$126.5万3,580股$51.7万1,804股+1,776股+98.45%加仓
IiShares安硕信托IXUS
0.53%0.72%$113.5万1.2万股$103.7万1.2万股-68股-0.57%减仓
博通AVGO
0.5%0.25%$107.0万2,833股$35.9万1,160股+1,673股+144.22%加仓
Vulcan材料VMC
0.48%0.67%$104.0万3,526股$96.0万3,526股00.00%持仓不变
谷歌AGOOGL
0.47%0.33%$102.2万2,861股$47.9万1,667股+1,194股+71.63%加仓
DDimensional维度ETF信托DISV
0.47%0.71%$101.1万2.5万股$101.3万2.6万股-493股-1.92%减仓
摩根大通JPM
0.43%0.26%$93.4万2,852股$37.3万1,267股+1,585股+125.10%加仓
HUNTINGTON BANCSHARES COMHBAN
0.4%0.53%$86.7万4.9万股$76.6万4.9万股-22股-0.04%减仓
西部数据WDC
0.37%$80.8万1,265股$00股+1,265股新买入
南方电力SO
0.35%0.53%$75.3万7,867股$75.7万7,839股+28股+0.36%加仓
CCOMFORT SYS USAFIX
0.35%$75.1万379股$00股+379股新买入
好市多COST
0.35%0.21%$74.7万799股$30.8万309股+490股+158.58%加仓
伯克希尔哈撒韦BRK.B
0.34%0.19%$72.6万1,451股$27.0万564股+887股+157.27%加仓
家得宝HD
0.32%$68.5万1,942股$00股+1,942股新买入
Meta平台META
0.31%0.22%$67.4万1,197股$32.2万563股+634股+112.61%加仓
DDimensional维度ETF信托DFGR
0.31%0.4%$66.8万2.3万股$57.3万2.2万股+1,503股+6.97%加仓
SNOWFLAKE COM SHSSNOW
0.29%$62.4万2,452股$00股+2,452股新买入
WELLS FARGO NEWWFC
0.28%$59.3万7,173股$00股+7,173股新买入
Phillips 66PSX
0.27%$58.6万3,468股$00股+3,468股新买入
沃尔玛WMT
0.26%0.43%$56.8万5,015股$61.6万4,955股+60股+1.21%加仓
太平洋煤电PCG
0.26%$56.5万3.4万股$00股+3.4万股新买入
TJXTJX
0.26%$55.7万3,676股$00股+3,676股新买入
GE航空GE
0.26%$55.6万1,489股$00股+1,489股新买入
GENERAL MILLS COMGIS
0.25%$53.7万1.5万股$00股+1.5万股新买入
CENTENE DEL COMCNC
0.25%$52.8万8,231股$00股+8,231股新买入
埃克森美孚XOM
0.24%0.31%$52.6万3,851股$44.3万2,608股+1,243股+47.66%加仓

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