Mason Investment Advisory Services, Inc.
RESTON VA · SEC CIK 0001635007
$26.29亿2026Q2 申报市值
84持仓数
95.0%前十大占比 · 第一大 34.0%
8 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TURF 加仓+$5,594.95万
CGXU 加仓+$280.42万
CGGR 加仓+$234.26万
CGDV 加仓+$203.35万
VUG 加仓+$173.13万
2026Q2 卖出最多 按季末市值估算
VLUE 减仓-$3,473.28万
AVSC 减仓-$241.05万
AVUV 减仓-$112.40万
AVDV 减仓-$92.68万
AVTM 减仓-$68.81万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JULW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -7,685 | -100.0% | -$29.83万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -2,051 | -100.0% | -$23.11万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -503 | -100.0% | -$21.75万 | 清仓 |
| IWY | ISHARES TR | $0 | 0.00% | 0 | -828 | -100.0% | -$20.60万 | 清仓 |
| PGEN | PRECIGEN INC | $5.70万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $20.59万 | 0.01% | 2,032 | 53 | 2.7% | $5,370 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $21.98万 | 0.01% | 6,926 | 6,926 | — | $21.98万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $21.99万 | 0.01% | 2,239 | -1,275 | -36.3% | -$12.52万 | 减仓 |
| GLDM | WORLD GOLD TR | $22.03万 | 0.01% | 2,774 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $22.52万 | 0.01% | 743 | 743 | — | $22.52万 | 新建仓 |
| IWM | ISHARES TR | $22.78万 | 0.01% | 758 | -416 | -35.4% | -$12.50万 | 重新持有 |
| — | INVESCO EXCHANGE TRADED FD T | $24.06万 | 0.01% | 1,912 | -19 | -1.0% | -$2,391 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.07万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.41万 | 0.01% | 511 | -90 | -15.0% | -$4.30万 | 减仓 |
| V | VISA INC | $24.93万 | 0.01% | 727 | -65 | -8.2% | -$2.23万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $26.23万 | 0.01% | 5,993 | -228 | -3.7% | -$9,978 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $26.44万 | 0.01% | 11,165 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $27.75万 | 0.01% | 640 | 640 | — | $27.75万 | 新建仓 |
| IWR | ISHARES TR | $27.84万 | 0.01% | 2,524 | -1,764 | -41.1% | -$19.46万 | 减仓 |
| HD | HOME DEPOT INC | $27.88万 | 0.01% | 790 | -29 | -3.5% | -$1.02万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $28.81万 | 0.01% | 10,870 | -1,440 | -11.7% | -$3.82万 | 减仓 |
| IUSV | ISHARES TR | $28.86万 | 0.01% | 2,620 | 0 | 0.0% | — | 不变 |
| APRW | AIM ETF PRODUCTS TRUST | $30.43万 | 0.01% | 8,194 | 8,194 | — | $30.43万 | 新建仓 |
| LLY | ELI LILLY & CO | $32.42万 | 0.01% | 270 | -15 | -5.3% | -$1.80万 | 减仓 |
| IQDG | WISDOMTREE TR | $33.38万 | 0.01% | 7,748 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $33.85万 | 0.01% | 10,675 | 10,675 | — | $33.85万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $34.54万 | 0.01% | 4,848 | 25 | 0.5% | $1,781 | 加仓 |
| BWX | SPDR SERIES TRUST | $34.68万 | 0.01% | 15,995 | 15,995 | — | $34.68万 | 新建仓 |
| ITOT | ISHARES TR | $35.12万 | 0.01% | 2,138 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $36.01万 | 0.01% | 3,738 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $36.70万 | 0.01% | 1,540 | -130 | -7.8% | -$3.10万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $36.84万 | 0.01% | 7,608 | 7,608 | — | $36.84万 | 新建仓 |
| TIP | ISHARES TR | $38.30万 | 0.01% | 3,500 | 234 | 7.2% | $2.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $39.19万 | 0.01% | 419 | -8 | -1.9% | -$7,482 | 减仓 |
| IWD | ISHARES TR | $47.97万 | 0.02% | 1,979 | -43 | -2.1% | -$1.04万 | 减仓 |
| GOOGL | ALPHABET INC | $51.33万 | 0.02% | 1,436 | -98 | -6.4% | -$3.50万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $53.52万 | 0.02% | 779 | -52 | -6.3% | -$3.57万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $56.33万 | 0.02% | 6,816 | 2,299 | 50.9% | $19.00万 | 加仓 |
| IJH | ISHARES TR | $56.45万 | 0.02% | 7,321 | 2 | 0.0% | $154 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $57.73万 | 0.02% | 42,670 | 451 | 1.1% | $6,102 | 加仓 |
| VV | VANGUARD INDEX FDS | $61.28万 | 0.02% | 1,782 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $64.27万 | 0.02% | 2,809 | 5 | 0.2% | $1,144 | 加仓 |
| GOOG | ALPHABET INC | $65.58万 | 0.02% | 1,856 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY COVINGTON TRUST | $65.76万 | 0.03% | 11,239 | 11,239 | — | $65.76万 | 新建仓 |
| MSFT | MICROSOFT CORP | $76.63万 | 0.03% | 2,054 | -104 | -4.8% | -$3.88万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $78.14万 | 0.03% | 15,449 | 130 | 0.8% | $6,575 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $78.59万 | 0.03% | 4,973 | 589 | 13.4% | $9.31万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $79.01万 | 0.03% | 8,194 | 47 | 0.6% | $4,532 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $79.33万 | 0.03% | 11,785 | -72 | -0.6% | -$4,846 | 减仓 |
| VXF | VANGUARD INDEX FDS | $80.06万 | 0.03% | 3,252 | 2 | 0.1% | $492 | 加仓 |
| IVV | ISHARES TR | $81.83万 | 0.03% | 1,093 | 3 | 0.3% | $2,246 | 加仓 |
| ANET | ARISTA NETWORKS INC | $84.18万 | 0.03% | 4,955 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $98.56万 | 0.04% | 11,981 | 163 | 1.4% | $1.34万 | 加仓 |
| VDE | VANGUARD WORLD FD | $98.90万 | 0.04% | 6,588 | -79 | -1.2% | -$1.19万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $101.26万 | 0.04% | 16,658 | 24 | 0.1% | $1,459 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $105.71万 | 0.04% | 4,468 | 9 | 0.2% | $2,129 | 加仓 |
| SPYM | SPDR SERIES TRUST | $114.14万 | 0.04% | 12,988 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $118.96万 | 0.05% | 1,691 | -67 | -3.8% | -$4.71万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $123.30万 | 0.05% | 3,332 | 38 | 1.2% | $1.41万 | 加仓 |
| EZM | WISDOMTREE TR | $132.12万 | 0.05% | 17,434 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $134.59万 | 0.05% | 4,651 | -317 | -6.4% | -$9.17万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $140.15万 | 0.05% | 26,388 | 21,071 | 396.3% | $111.91万 | 加仓 |
| AOA | ISHARES TR | $144.99万 | 0.06% | 14,855 | 1,411 | 10.5% | $13.77万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $150.87万 | 0.06% | 25,923 | 677 | 2.7% | $3.94万 | 加仓 |
| CVX | CHEVRON CORPORATION | $163.53万 | 0.06% | 9,865 | -392 | -3.8% | -$6.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $170.72万 | 0.06% | 38,485 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $184.07万 | 0.07% | 14,824 | 7,760 | 109.9% | $96.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $209.27万 | 0.08% | 9,603 | 5,400 | 128.5% | $117.68万 | 加仓 |
| — | EXXON MOBIL CORP | $221.28万 | 0.08% | 16,185 | -89 | -0.5% | -$1.22万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $237.07万 | 0.09% | 44,934 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $258.62万 | 0.10% | 33,784 | 713 | 2.2% | $5.46万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $388.30万 | 0.15% | 45,077 | 20,099 | 80.5% | $173.13万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $392.61万 | 0.15% | 5,257 | 6 | 0.1% | $4,481 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $788.06万 | 0.30% | 175,711 | 15,584 | 9.7% | $69.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $842.06万 | 0.32% | 120,467 | 212 | 0.2% | $1.48万 | 加仓 |
| AVTM | AMERICAN CENTY ETF TR | $1,045.98万 | 0.40% | 192,119 | -12,639 | -6.2% | -$68.81万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,957.42万 | 0.74% | 414,707 | 49,632 | 13.6% | $234.26万 | 加仓 |
| MINT | PIMCO ETF TR | $2,778.35万 | 1.06% | 275,603 | -2,552 | -0.9% | -$25.73万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $3,090.50万 | 1.18% | 892,693 | 80,999 | 10.0% | $280.42万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,162.69万 | 1.58% | 844,702 | 41,264 | 5.1% | $203.35万 | 加仓 |
| TURF | T ROWE PRICE EXCHANGE-TRADED | $5,614.74万 | 2.14% | 1,806,498 | 1,800,131 | 28,272.8% | $5,594.95万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6,858.43万 | 2.61% | 282,251 | -784 | -0.3% | -$19.05万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $2.42亿 | 9.22% | 2,351,220 | -8,994 | -0.4% | -$92.68万 | 减仓 |
| TGRT | T ROWE PRICE EXCHANGE-TRADED | $2.58亿 | 9.82% | 5,646,517 | 29,931 | 0.5% | $136.84万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $2.61亿 | 9.91% | 3,553,024 | -32,868 | -0.9% | -$241.05万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.94亿 | 11.17% | 1,902,746 | -2,468 | -0.1% | -$38.08万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3.52亿 | 13.40% | 2,824,089 | -9,009 | -0.3% | -$112.40万 | 减仓 |
| VLUE | ISHARES TR | $8.93亿 | 33.98% | 4,471,056 | -173,829 | -3.7% | -$3,473.28万 | 减仓 |