Safeguard Investment Advisory Group, LLC
Corona CA · SEC CIK 0001846711
$4.33亿2026Q2 申报市值
178持仓数
66.1%前十大占比 · 第一大 19.7%
36 / 6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
SGOV 加仓+$344.69万
HEI 新建仓+$232.98万
SCHD 加仓+$144.11万
HEI/A 新建仓+$129.47万
JPIE 新建仓+$66.80万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$426.10万
DIMENSIONAL ETF 减仓-$276.30万
QQQ 减仓-$237.64万
DIMENSIONAL ETF 减仓-$105.45万
EXXON MOBIL CORP 减仓-$74.80万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BINC | BLACKROCK ETF TRUST II | $51.70万 | 0.12% | 9,878 | 9,878 | — | $51.70万 | 新建仓 |
| INTC | INTEL CORP | $52.58万 | 0.12% | 3,765 | 3,765 | — | $52.58万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $53.04万 | 0.12% | 2,435 | 206 | 9.2% | $4.49万 | 加仓 |
| NFLX | NETFLIX INC. | $54.17万 | 0.13% | 7,587 | 758 | 11.1% | $5.41万 | 加仓 |
| IWY | ISHARES TR | $55.18万 | 0.13% | 1,899 | 2 | 0.1% | $581 | 加仓 |
| DIS | DISNEY WALT CO | $55.49万 | 0.13% | 5,766 | -139 | -2.4% | -$1.34万 | 减仓 |
| QCOM | QUALCOMM INC | $55.77万 | 0.13% | 3,018 | 1,144 | 61.0% | $21.14万 | 加仓 |
| GE | GE AEROSPACE | $57.33万 | 0.13% | 1,534 | -3 | -0.2% | -$1,121 | 减仓 |
| TXN | TEXAS INSTRS INC | $57.73万 | 0.13% | 1,937 | 1,937 | — | $57.73万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $59.21万 | 0.14% | 4,499 | -665 | -12.9% | -$8.75万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $59.51万 | 0.14% | 1,202 | 3 | 0.3% | $1,485 | 加仓 |
| TQQQ | PROSHARES TR | $61.76万 | 0.14% | 7,625 | 1 | 0.0% | $81 | 加仓 |
| SRE | SEMPRA | $64.10万 | 0.15% | 6,914 | 6 | 0.1% | $556 | 加仓 |
| MA | MASTERCARD INCORPORATED | $64.11万 | 0.15% | 1,248 | 88 | 7.6% | $4.52万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $64.87万 | 0.15% | 12,827 | -2,556 | -16.6% | -$12.93万 | 重新持有 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $66.80万 | 0.15% | 14,507 | 14,507 | — | $66.80万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $68.92万 | 0.16% | 20,366 | 1,286 | 6.7% | $4.35万 | 加仓 |
| CAT | CATERPILLAR INC | $69.56万 | 0.16% | 653 | 158 | 31.9% | $16.83万 | 加仓 |
| ILTB | ISHARES TR | $70.45万 | 0.16% | 14,303 | -890 | -5.9% | -$4.38万 | 减仓 |
| AMAT | APPLIED MATLS INC | $72.29万 | 0.17% | 1,000 | 5 | 0.5% | $3,614 | 加仓 |
| CSCO | CISCO SYS INC | $73.62万 | 0.17% | 6,268 | 230 | 3.8% | $2.70万 | 加仓 |
| VGT | VANGUARD WORLD FD | $76.68万 | 0.18% | 6,415 | 135 | 2.1% | $1.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $77.02万 | 0.18% | 1,613 | 48 | 3.1% | $2.29万 | 加仓 |
| HD | HOME DEPOT INC | $77.92万 | 0.18% | 2,210 | 515 | 30.4% | $18.16万 | 加仓 |
| WMT | WALMART INC | $78.41万 | 0.18% | 6,924 | 646 | 10.3% | $7.32万 | 加仓 |
| IGM | ISHARES TR | $78.66万 | 0.18% | 4,809 | 2 | 0.0% | $327 | 加仓 |
| SGOL | ETFS GOLD TR | $79.80万 | 0.18% | 20,873 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $80.65万 | 0.19% | 19,048 | 4,605 | 31.9% | $19.50万 | 加仓 |
| GLD | SPDR GOLD TR | $83.88万 | 0.19% | 2,277 | 260 | 12.9% | $9.58万 | 加仓 |
| MO | ALTRIA GROUP INC | $87.79万 | 0.20% | 12,202 | 2,465 | 25.3% | $17.74万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $88.98万 | 0.21% | 6,068 | 1,597 | 35.7% | $23.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $92.93万 | 0.21% | 3,659 | 362 | 11.0% | $9.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $94.89万 | 0.22% | 2,564 | 728 | 39.7% | $26.94万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $95.21万 | 0.22% | 19,697 | 1,274 | 6.9% | $6.16万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $96.66万 | 0.22% | 11,797 | -148 | -1.2% | -$1.21万 | 减仓 |
| DGRW | WISDOMTREE TR | $97.00万 | 0.22% | 10,144 | -5,659 | -35.8% | -$54.11万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $97.07万 | 0.22% | 26,351 | -6 | -0.0% | -$221 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $97.44万 | 0.22% | 13,941 | 1,382 | 11.0% | $9.66万 | 加仓 |
| V | VISA INC | $100.00万 | 0.23% | 2,913 | 122 | 4.4% | $4.19万 | 加仓 |
| BA | BOEING CO | $100.10万 | 0.23% | 4,624 | 276 | 6.3% | $5.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $101.21万 | 0.23% | 6,106 | 1,294 | 26.9% | $21.45万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $102.06万 | 0.24% | 8,748 | 892 | 11.4% | $10.41万 | 加仓 |
| IVV | ISHARES TR | $106.04万 | 0.24% | 1,416 | 29 | 2.1% | $2.17万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $119.48万 | 0.28% | 25,023 | 1,228 | 5.2% | $5.86万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $119.76万 | 0.28% | 3,660 | 36 | 1.0% | $1.18万 | 加仓 |
| HEI/A | HEICO CORP NEW | $129.47万 | 0.30% | 5,020 | 5,020 | — | $129.47万 | 新建仓 |
| USMV | ISHARES TR | $135.52万 | 0.31% | 14,050 | 645 | 4.8% | $6.22万 | 加仓 |
| T | AT&T INC | $136.79万 | 0.32% | 66,082 | -1,691 | -2.5% | -$3.50万 | 减仓 |
| VDC | VANGUARD WORLD FD | $140.98万 | 0.33% | 6,253 | 27 | 0.4% | $6,088 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $142.31万 | 0.33% | 1,521 | -213 | -12.3% | -$19.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $147.06万 | 0.34% | 2,939 | 264 | 9.9% | $13.21万 | 加仓 |
| GOOG | ALPHABET INC | $159.53万 | 0.37% | 4,516 | 93 | 2.1% | $3.29万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $164.78万 | 0.38% | 2,580 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $175.76万 | 0.41% | 3,119 | 475 | 18.0% | $26.77万 | 加仓 |
| SNDK | SANDISK CORP | $187.81万 | 0.43% | 826 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $194.64万 | 0.45% | 4,682 | 887 | 23.4% | $36.87万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $197.11万 | 0.46% | 39,437 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $216.24万 | 0.50% | 37,953 | -1,293 | -3.3% | -$7.37万 | 减仓 |
| TSLA | TESLA INC | $221.43万 | 0.51% | 5,265 | 231 | 4.6% | $9.72万 | 加仓 |
| HEI | HEICO CORP NEW | $232.98万 | 0.54% | 6,541 | 6,541 | — | $232.98万 | 新建仓 |
| SOXX | ISHARES TR | $242.97万 | 0.56% | 3,791 | -34 | -0.9% | -$2.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $275.24万 | 0.64% | 4,738 | 88 | 1.9% | $5.11万 | 加仓 |
| LLY | ELI LILLY & CO | $315.58万 | 0.73% | 2,631 | 29 | 1.1% | $3.48万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $324.18万 | 0.75% | 3,360 | 124 | 3.8% | $11.96万 | 加仓 |
| GOOGL | ALPHABET INC | $335.52万 | 0.77% | 9,387 | 445 | 5.0% | $15.91万 | 加仓 |
| MSFT | MICROSOFT CORP | $368.33万 | 0.85% | 9,873 | 1,348 | 15.8% | $50.29万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $386.32万 | 0.89% | 16,326 | -468 | -2.8% | -$11.07万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $407.43万 | 0.94% | 96,525 | -7,452 | -7.2% | -$31.45万 | 减仓 |
| AMZN | AMAZON COM INC | $428.03万 | 0.99% | 17,959 | 434 | 2.5% | $10.34万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $451.45万 | 1.04% | 3,912 | -41 | -1.0% | -$4.73万 | 减仓 |
| IHI | ISHARES TR | $477.15万 | 1.10% | 96,571 | -4,546 | -4.5% | -$22.46万 | 减仓 |
| SGOV | ISHARES TR | $506.35万 | 1.17% | 50,298 | 34,239 | 213.2% | $344.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $617.93万 | 1.43% | 30,881 | 1,185 | 4.0% | $23.71万 | 加仓 |
| AVGO | BROADCOM INC | $627.51万 | 1.45% | 16,612 | 177 | 1.1% | $6.69万 | 加仓 |
| VHT | VANGUARD WORLD FD | $641.41万 | 1.48% | 21,446 | -1,072 | -4.8% | -$32.06万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $782.76万 | 1.81% | 246,850 | 45,447 | 22.6% | $144.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $833.04万 | 1.92% | 12,126 | -119 | -1.0% | -$8.18万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $881.64万 | 2.04% | 29,104 | 863 | 3.1% | $26.14万 | 加仓 |
| AAPL | APPLE INC | $1,119.50万 | 2.58% | 38,687 | -922 | -2.3% | -$26.68万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,265.62万 | 5.23% | 584,076 | -27,186 | -4.4% | -$105.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,705.33万 | 8.55% | 49,618 | -593 | -1.2% | -$44.28万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,857.54万 | 11.22% | 1,164,049 | -66,211 | -5.4% | -$276.30万 | 减仓 |
| QQQ | INVESCO QQQ TR | $4,993.84万 | 11.53% | 67,812 | -3,227 | -4.5% | -$237.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $8,546.06万 | 19.73% | 1,926,531 | -96,055 | -4.7% | -$426.10万 | 减仓 |