Safeguard Investment Advisory Group, LLC
Corona CA · SEC CIK 0001846711
$3.62亿2026Q1 申报市值
143持仓数
70.5%前十大占比 · 第一大 21.7%
9 / 10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
SCHD 加仓+$305.82万
SGOV 加仓+$132.48万
DGRW 加仓+$102.97万
SNDK 新建仓+$52.48万
SLV 新建仓+$33.33万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$615.35万
QQQ 减仓-$315.08万
SPY 减仓-$248.18万
DIMENSIONAL ETF 减仓-$150.55万
DIMENSIONAL ETF 减仓-$138.80万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $64.59万 | 0.18% | 4,471 | 672 | 17.7% | $9.71万 | 加仓 |
| NFLX | NETFLIX INC. | $65.84万 | 0.18% | 6,829 | 1,159 | 20.4% | $11.17万 | 加仓 |
| SRE | SEMPRA | $67.13万 | 0.19% | 6,908 | 50 | 0.7% | $4,859 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $69.80万 | 0.19% | 2,580 | -1 | -0.0% | -$271 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $72.50万 | 0.20% | 14,443 | -648 | -4.3% | -$3.25万 | 减仓 |
| ILTB | ISHARES TR | $74.42万 | 0.21% | 15,193 | -1,342 | -8.1% | -$6.57万 | 减仓 |
| WMT | WALMART INC | $78.03万 | 0.22% | 6,278 | -928 | -12.9% | -$11.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $78.43万 | 0.22% | 12,559 | -91 | -0.7% | -$5,683 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $80.60万 | 0.22% | 3,297 | 241 | 7.9% | $5.89万 | 加仓 |
| V | VISA INC | $84.39万 | 0.23% | 2,791 | -195 | -6.5% | -$5.90万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $84.70万 | 0.23% | 11,945 | -197 | -1.6% | -$1.40万 | 减仓 |
| BA | BOEING CO | $86.56万 | 0.24% | 4,348 | 67 | 1.6% | $1.33万 | 加仓 |
| GLD | SPDR GOLD TR | $86.79万 | 0.24% | 2,017 | 157 | 8.4% | $6.76万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $88.30万 | 0.24% | 18,423 | 494 | 2.8% | $2.37万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $89.53万 | 0.25% | 26,357 | -2,882 | -9.9% | -$9.79万 | 减仓 |
| IVV | ISHARES TR | $90.63万 | 0.25% | 1,387 | -286 | -17.1% | -$18.69万 | 减仓 |
| SGOL | ETFS GOLD TR | $93.14万 | 0.26% | 20,873 | -1,042 | -4.8% | -$4.65万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $94.59万 | 0.26% | 4,650 | 94 | 2.1% | $1.91万 | 加仓 |
| CVX | CHEVRON CORPORATION | $99.57万 | 0.28% | 4,812 | -161 | -3.2% | -$3.33万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $102.71万 | 0.28% | 3,795 | -27 | -0.7% | -$7,308 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $106.60万 | 0.29% | 3,624 | -158 | -4.2% | -$4.65万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $113.93万 | 0.31% | 23,795 | -3,198 | -11.8% | -$15.31万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.92万 | 0.32% | 7,856 | -79 | -1.0% | -$1.16万 | 减仓 |
| USMV | ISHARES TR | $124.32万 | 0.34% | 13,405 | -1,899 | -12.4% | -$17.61万 | 减仓 |
| SOXX | ISHARES TR | $125.73万 | 0.35% | 3,825 | -226 | -5.6% | -$7.43万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $126.81万 | 0.35% | 3,236 | -509 | -13.6% | -$19.95万 | 减仓 |
| GOOG | ALPHABET INC | $126.90万 | 0.35% | 4,423 | -486 | -9.9% | -$13.94万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $128.19万 | 0.35% | 2,675 | -324 | -10.8% | -$15.53万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $133.58万 | 0.37% | 3,953 | 25 | 0.6% | $8,448 | 加仓 |
| DGRW | WISDOMTREE TR | $138.82万 | 0.38% | 15,803 | 11,722 | 287.2% | $102.97万 | 加仓 |
| VDC | VANGUARD WORLD FD | $139.84万 | 0.39% | 6,226 | 837 | 15.5% | $18.80万 | 加仓 |
| — | EXXON MOBIL CORP | $141.20万 | 0.39% | 8,322 | -644 | -7.2% | -$10.93万 | 减仓 |
| META | META PLATFORMS INC | $151.29万 | 0.42% | 2,644 | 80 | 3.1% | $4.58万 | 加仓 |
| SGOV | ISHARES TR | $161.66万 | 0.45% | 16,059 | 13,160 | 453.9% | $132.48万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $162.76万 | 0.45% | 39,437 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $172.78万 | 0.48% | 1,734 | -57 | -3.2% | -$5.68万 | 减仓 |
| TSLA | TESLA INC | $187.13万 | 0.52% | 5,034 | -1,203 | -19.3% | -$44.72万 | 减仓 |
| BAC | BANK AMERICA CORP | $191.33万 | 0.53% | 39,246 | -78 | -0.2% | -$3,803 | 减仓 |
| T | AT&T INC | $196.48万 | 0.54% | 67,773 | -2,458 | -3.5% | -$7.13万 | 减仓 |
| LLY | ELI LILLY & CO | $239.33万 | 0.66% | 2,602 | -80 | -3.0% | -$7.36万 | 减仓 |
| GOOGL | ALPHABET INC | $257.17万 | 0.71% | 8,942 | -12 | -0.1% | -$3,451 | 减仓 |
| MSFT | MICROSOFT CORP | $315.06万 | 0.87% | 8,525 | 358 | 4.4% | $13.23万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $361.18万 | 1.00% | 16,794 | -1,254 | -6.9% | -$26.97万 | 减仓 |
| AMZN | AMAZON COM INC | $365.00万 | 1.01% | 17,525 | -706 | -3.9% | -$14.70万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $438.93万 | 1.21% | 103,977 | -5,726 | -5.2% | -$24.17万 | 减仓 |
| AVGO | BROADCOM INC | $508.71万 | 1.41% | 16,435 | -75 | -0.5% | -$2.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $517.90万 | 1.43% | 29,696 | -952 | -3.1% | -$16.60万 | 减仓 |
| IHI | ISHARES TR | $539.46万 | 1.49% | 101,117 | -6,228 | -5.8% | -$33.23万 | 减仓 |
| VHT | VANGUARD WORLD FD | $613.28万 | 1.69% | 22,518 | -1,381 | -5.8% | -$37.61万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $617.91万 | 1.71% | 201,403 | 99,679 | 98.0% | $305.82万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $671.08万 | 1.85% | 28,241 | 96 | 0.3% | $2.28万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $731.72万 | 2.02% | 12,245 | -220 | -1.8% | -$13.15万 | 减仓 |
| AAPL | APPLE INC | $1,005.25万 | 2.78% | 39,609 | -1,189 | -2.9% | -$30.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,141.77万 | 5.92% | 611,262 | -42,967 | -6.6% | -$150.55万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,265.55万 | 9.02% | 50,211 | -3,816 | -7.1% | -$248.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,100.25万 | 11.33% | 71,039 | -5,459 | -7.1% | -$315.08万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,522.44万 | 12.49% | 1,230,260 | -37,758 | -3.0% | -$138.80万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7,859.56万 | 21.71% | 2,022,586 | -158,356 | -7.3% | -$615.35万 | 减仓 |