Mason Investment Advisory Services, Inc.
RESTON VA · SEC CIK 0001635007
$21.66亿2026Q1 申报市值
79持仓数
96.0%前十大占比 · 第一大 30.5%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AVTM 新建仓+$962.62万
TGRT 加仓+$883.30万
CGGR 加仓+$324.62万
CGXU 加仓+$307.66万
VUG 加仓+$108.84万
2026Q1 卖出最多 按季末市值估算
VLUE 减仓-$685.16万
AVDV 减仓-$555.06万
VSS 减仓-$473.58万
MINT 减仓-$233.15万
AVSC 减仓-$136.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | $6.60亿 | 30.50% | 4,644,885 | -48,186 | -1.0% | -$685.16万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3.13亿 | 14.45% | 2,833,098 | -11,740 | -0.4% | -$129.69万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.78亿 | 12.83% | 1,905,214 | -32,484 | -1.7% | -$473.58万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $2.36亿 | 10.88% | 2,360,214 | -55,584 | -2.3% | -$555.06万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $2.23亿 | 10.32% | 3,585,892 | -21,895 | -0.6% | -$136.41万 | 减仓 |
| TGRT | T ROWE PRICE ETF INC | $2.21亿 | 10.19% | 5,616,586 | 224,702 | 4.2% | $883.30万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $6,148.94万 | 2.84% | 283,035 | -2,159 | -0.8% | -$46.90万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,417.83万 | 1.58% | 803,438 | 14,300 | 1.8% | $60.83万 | 加仓 |
| MINT | PIMCO ETF TR | $2,797.40万 | 1.29% | 278,155 | -23,183 | -7.7% | -$233.15万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $2,393.69万 | 1.11% | 811,694 | 104,326 | 14.7% | $307.66万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,467.24万 | 0.68% | 365,075 | 80,771 | 28.4% | $324.62万 | 加仓 |
| AVTM | AMERICAN CENTY ETF TR | $962.62万 | 0.44% | 204,758 | 204,758 | — | $962.62万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $750.99万 | 0.35% | 120,255 | 30 | 0.0% | $1,873 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $711.76万 | 0.33% | 160,127 | -169 | -0.1% | -$7,512 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $341.50万 | 0.16% | 5,251 | -1 | -0.0% | -$650 | 减仓 |
| — | EXXON MOBIL CORP | $276.10万 | 0.13% | 16,274 | -10 | -0.1% | -$1,697 | 减仓 |
| EFV | ISHARES TR | $245.89万 | 0.11% | 33,071 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $219.86万 | 0.10% | 44,934 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $212.21万 | 0.10% | 10,257 | 11 | 0.1% | $2,276 | 加仓 |
| VUG | VANGUARD INDEX FDS | $181.82万 | 0.08% | 4,163 | 2,492 | 149.1% | $108.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $149.55万 | 0.07% | 38,485 | -377 | -1.0% | -$1.47万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $147.79万 | 0.07% | 25,246 | 152 | 0.6% | $8,898 | 加仓 |
| AAPL | APPLE INC | $126.07万 | 0.06% | 4,968 | -65 | -1.3% | -$1.65万 | 减仓 |
| AOA | ISHARES TR | $118.97万 | 0.05% | 13,444 | 1,988 | 17.4% | $17.59万 | 加仓 |
| EZM | WISDOMTREE TR | $117.19万 | 0.05% | 17,434 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $115.36万 | 0.05% | 6,667 | 139 | 2.1% | $2.41万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $108.45万 | 0.05% | 1,758 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $105.67万 | 0.05% | 3,294 | 11 | 0.3% | $3,529 | 加仓 |
| SPYM | SPDR SERIES TRUST | $99.41万 | 0.05% | 12,988 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $95.89万 | 0.04% | 4,459 | 10 | 0.2% | $2,150 | 加仓 |
| SPYV | SPDR SERIES TRUST | $94.11万 | 0.04% | 16,634 | 21 | 0.1% | $1,188 | 加仓 |
| SCZ | ISHARES TR | $92.66万 | 0.04% | 11,818 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $88.54万 | 0.04% | 11,857 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $82.46万 | 0.04% | 4,203 | 499 | 13.5% | $9.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $79.88万 | 0.04% | 2,158 | 26 | 1.2% | $9,624 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $76.43万 | 0.04% | 15,319 | 1,817 | 13.5% | $9.07万 | 加仓 |
| IWF | ISHARES TR | $75.31万 | 0.03% | 1,766 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $72.26万 | 0.03% | 8,147 | -182 | -2.2% | -$1.61万 | 减仓 |
| ACI | ALBERTSONS COS INC | $71.94万 | 0.03% | 42,219 | 352 | 0.8% | $5,998 | 加仓 |
| IVV | ISHARES TR | $71.21万 | 0.03% | 1,090 | -70 | -6.0% | -$4.57万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $66.88万 | 0.03% | 3,250 | 3 | 0.1% | $617 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $64.92万 | 0.03% | 4,384 | -179 | -3.9% | -$2.65万 | 减仓 |
| VAW | VANGUARD WORLD FD | $63.19万 | 0.03% | 2,804 | -2 | -0.1% | -$451 | 减仓 |
| ANET | ARISTA NETWORKS INC | $60.84万 | 0.03% | 4,955 | -798 | -13.9% | -$9.80万 | 减仓 |
| VV | VANGUARD INDEX FDS | $53.26万 | 0.02% | 1,782 | -343 | -16.1% | -$10.25万 | 减仓 |
| GOOG | ALPHABET INC | $53.24万 | 0.02% | 1,856 | -396 | -17.6% | -$11.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $49.68万 | 0.02% | 831 | -20 | -2.4% | -$1.20万 | 减仓 |
| IJH | ISHARES TR | $49.43万 | 0.02% | 7,319 | 1 | 0.0% | $68 | 加仓 |
| GOOGL | ALPHABET INC | $44.12万 | 0.02% | 1,534 | -465 | -23.3% | -$13.37万 | 减仓 |
| IWD | ISHARES TR | $43.21万 | 0.02% | 2,022 | -1,506 | -42.7% | -$32.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $42.58万 | 0.02% | 427 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $41.69万 | 0.02% | 4,288 | 1 | 0.0% | $97 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $37.37万 | 0.02% | 4,517 | 26 | 0.6% | $2,151 | 加仓 |
| TIP | ISHARES TR | $36.04万 | 0.02% | 3,266 | 10 | 0.3% | $1,103 | 加仓 |
| AMZN | AMAZON COM INC | $34.78万 | 0.02% | 1,670 | 42 | 2.6% | $8,747 | 加仓 |
| DLN | WISDOMTREE TR | $33.39万 | 0.02% | 3,738 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $33.12万 | 0.02% | 3,514 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $32.76万 | 0.02% | 12,310 | -86 | -0.7% | -$2,288 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $32.57万 | 0.02% | 5,317 | -764 | -12.6% | -$4.68万 | 减仓 |
| IQDG | WISDOMTREE TR | $31.10万 | 0.01% | 7,748 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $30.91万 | 0.01% | 4,823 | 8 | 0.2% | $513 | 加仓 |
| ITOT | ISHARES TR | $30.45万 | 0.01% | 2,138 | 0 | 0.0% | — | 不变 |
| JULW | AIM ETF PRODUCTS TRUST | $29.83万 | 0.01% | 7,685 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $26.95万 | 0.01% | 819 | 29 | 3.7% | $9,542 | 加仓 |
| IUSV | ISHARES TR | $26.79万 | 0.01% | 2,620 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $26.27万 | 0.01% | 6,221 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $26.24万 | 0.01% | 285 | 15 | 5.6% | $1.38万 | 加仓 |
| GLDM | WORLD GOLD TR | $25.71万 | 0.01% | 2,774 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $23.99万 | 0.01% | 11,165 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $23.93万 | 0.01% | 792 | 5 | 0.6% | $1,510 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $23.14万 | 0.01% | 1,931 | 2 | 0.1% | $240 | 加仓 |
| INGR | INGREDION INC | $23.11万 | 0.01% | 2,051 | 163 | 8.6% | $1.84万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.05万 | 0.01% | 481 | -7 | -1.4% | -$3,354 | 减仓 |
| TURF | T ROWE PRICE ETF INC | $22.32万 | 0.01% | 6,367 | 6,367 | — | $22.32万 | 新建仓 |
| INTU | INTUIT | $21.75万 | 0.01% | 503 | 40 | 8.6% | $1.73万 | 加仓 |
| IWY | ISHARES TR | $20.60万 | 0.01% | 828 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.31万 | 0.01% | 601 | 601 | — | $20.31万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $20.02万 | 0.01% | 1,979 | 9 | 0.5% | $910 | 加仓 |
| PGEN | PRECIGEN INC | $3.87万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -1,849 | -100.0% | -$59.72万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -3,035 | -100.0% | -$22.33万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -645 | -100.0% | -$20.78万 | 清仓 |