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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER INC | $0 | 0.00% | 0 | -9,281 | -100.0% | -$26.06万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,152 | -100.0% | -$24.22万 | 清仓 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -1,739 | -100.0% | -$20.78万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -3,336 | -100.0% | -$20.41万 | 清仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $0 | 0.00% | 0 | -10,158 | -100.0% | -$20.00万 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -11,700 | -100.0% | -$82 | 清仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.66万 | 0.00% | 12,406 | -12,638 | -50.5% | -$1.69万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $7.47万 | 0.02% | 13,195 | 1,254 | 10.5% | $7,097 | 加仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $10.31万 | 0.02% | 12,665 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $13.72万 | 0.03% | 10,546 | 252 | 2.4% | $3,278 | 加仓 |
| F | FORD MTR CO | $16.96万 | 0.04% | 12,203 | -376 | -3.0% | -$5,226 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $20.12万 | 0.05% | 1,056 | 1,056 | — | $20.12万 | 新建仓 |
| PSX | PHILLIPS 66 | $20.14万 | 0.05% | 1,191 | 8 | 0.7% | $1,353 | 加仓 |
| TSME | THRIVENT ETF TRUST | $20.32万 | 0.05% | 3,880 | 3,880 | — | $20.32万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $20.37万 | 0.05% | 2,208 | 5 | 0.2% | $461 | 加仓 |
| APH | AMPHENOL CORP | $20.76万 | 0.05% | 1,177 | 1,177 | — | $20.76万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $20.78万 | 0.05% | 2,579 | -253 | -8.9% | -$2.04万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.79万 | 0.05% | 739 | -268 | -26.6% | -$7.54万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $21.06万 | 0.05% | 2,400 | 78 | 3.4% | $6,845 | 加仓 |
| SBUX | STARBUCKS CORP | $21.18万 | 0.05% | 2,073 | 2,073 | — | $21.18万 | 新建仓 |
| — | SILA REALTY TRUST INC | $21.38万 | 0.05% | 7,043 | -3,743 | -34.7% | -$11.36万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $21.54万 | 0.05% | 2,162 | 2,162 | — | $21.54万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $21.66万 | 0.05% | 2,891 | -803 | -21.7% | -$6.01万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $21.74万 | 0.05% | 2,625 | -109 | -4.0% | -$9,026 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $21.75万 | 0.05% | 504 | 504 | — | $21.75万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $21.83万 | 0.05% | 7,229 | 7,229 | — | $21.83万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $22.48万 | 0.05% | 2,630 | 2,630 | — | $22.48万 | 新建仓 |
| C | CITIGROUP INC | $22.86万 | 0.05% | 1,634 | 1,634 | — | $22.86万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $22.95万 | 0.05% | 9,346 | 9,346 | — | $22.95万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $23.02万 | 0.05% | 5,057 | -119 | -2.3% | -$5,417 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.10万 | 0.05% | 3,243 | 3,243 | — | $23.10万 | 新建仓 |
| CSX | CSX CORP | $23.18万 | 0.05% | 4,877 | 4,877 | — | $23.18万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $23.29万 | 0.05% | 1,840 | 41 | 2.3% | $5,191 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $23.49万 | 0.05% | 2,192 | -37 | -1.7% | -$3,965 | 减仓 |
| MCD | MCDONALDS CORP | $23.50万 | 0.05% | 870 | -10 | -1.1% | -$2,701 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $23.66万 | 0.05% | 6,786 | 0 | 0.0% | — | 重新持有 |
| PKG | PACKAGING CORP AMER | $23.85万 | 0.06% | 1,001 | 1 | 0.1% | $238 | 加仓 |
| IWO | ISHARES TR | $24.30万 | 0.06% | 617 | 617 | — | $24.30万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $24.47万 | 0.06% | 5,423 | 5,423 | — | $24.47万 | 新建仓 |
| IAU | ISHARES GOLD TR | $24.51万 | 0.06% | 3,246 | 202 | 6.6% | $1.53万 | 加仓 |
| ORCL | ORACLE CORP | $24.59万 | 0.06% | 1,678 | -8 | -0.5% | -$1,172 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $25.18万 | 0.06% | 9,445 | -385 | -3.9% | -$1.03万 | 减仓 |
| USB | US BANCORP | $25.23万 | 0.06% | 4,178 | 9 | 0.2% | $544 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $25.28万 | 0.06% | 3,070 | 8 | 0.3% | $659 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $25.29万 | 0.06% | 1,398 | 138 | 11.0% | $2.50万 | 加仓 |
| UNP | UNION PAC CORP | $25.94万 | 0.06% | 954 | 26 | 2.8% | $7,071 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $26.06万 | 0.06% | 2,424 | 2,424 | — | $26.06万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $26.23万 | 0.06% | 4,856 | -854 | -15.0% | -$4.61万 | 减仓 |
| CRM | SALESFORCE INC | $26.34万 | 0.06% | 1,681 | 229 | 15.8% | $3.59万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $26.41万 | 0.06% | 1,546 | 1,546 | — | $26.41万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $27.05万 | 0.06% | 2,464 | 271 | 12.4% | $2.98万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $27.33万 | 0.06% | 3,011 | 3,011 | — | $27.33万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $27.44万 | 0.06% | 14,352 | 163 | 1.1% | $3,117 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $27.56万 | 0.06% | 2,674 | 2,674 | — | $27.56万 | 新建仓 |
| ASML | ASML HLDG NV | $28.11万 | 0.06% | 141 | 141 | — | $28.11万 | 新建仓 |
| SLV | ISHARES SILVER TR | $28.63万 | 0.07% | 5,355 | 463 | 9.5% | $2.48万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $28.70万 | 0.07% | 1,550 | 39 | 2.6% | $7,222 | 加仓 |
| ITA | ISHARES TR | $29.30万 | 0.07% | 1,208 | 1,208 | — | $29.30万 | 新建仓 |
| OKE | ONEOK INC NEW | $29.88万 | 0.07% | 3,437 | 928 | 37.0% | $8.07万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $30.05万 | 0.07% | 6,036 | 6,036 | — | $30.05万 | 新建仓 |
| ETN | EATON CORP PLC | $30.23万 | 0.07% | 709 | 55 | 8.4% | $2.34万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $30.54万 | 0.07% | 5,697 | -257 | -4.3% | -$1.38万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.00万 | 0.07% | 5,380 | 5,380 | — | $31.00万 | 新建仓 |
| TIP | ISHARES TR | $32.17万 | 0.07% | 2,941 | -74 | -2.5% | -$8,093 | 减仓 |
| STIP | ISHARES TR | $32.33万 | 0.07% | 3,165 | 3,165 | — | $32.33万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $32.81万 | 0.08% | 4,547 | 1,321 | 40.9% | $9.53万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $32.90万 | 0.08% | 888 | 888 | — | $32.90万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $32.91万 | 0.08% | 965 | 965 | — | $32.91万 | 新建仓 |
| DBEF | DBX ETF TR | $32.93万 | 0.08% | 6,028 | 1 | 0.0% | $55 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $33.10万 | 0.08% | 1,231 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $33.64万 | 0.08% | 530 | -2 | -0.4% | -$1,269 | 减仓 |
| PYLD | PIMCO ETF TR | $34.23万 | 0.08% | 12,908 | 12,908 | — | $34.23万 | 新建仓 |
| CMF | ISHARES TR | $35.69万 | 0.08% | 6,193 | 830 | 15.5% | $4.78万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $36.54万 | 0.08% | 3,843 | -107 | -2.7% | -$1.02万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $37.22万 | 0.09% | 2,721 | 100 | 3.8% | $1.37万 | 加仓 |
| GEV | GE VERNOVA INC | $37.95万 | 0.09% | 323 | 8 | 2.5% | $9,401 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $38.04万 | 0.09% | 2,600 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $38.20万 | 0.09% | 4,699 | 4,699 | — | $38.20万 | 新建仓 |
| — | EXXON MOBIL CORP | $38.96万 | 0.09% | 2,850 | -5,472 | -65.8% | -$74.80万 | 减仓 |
| AMGN | AMGEN INC | $39.07万 | 0.09% | 1,079 | 1,079 | — | $39.07万 | 新建仓 |
| PEP | PEPSICO INC | $39.42万 | 0.09% | 2,911 | 1,334 | 84.6% | $18.06万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $40.94万 | 0.09% | 7,707 | -227 | -2.9% | -$1.21万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $40.97万 | 0.09% | 12,094 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $41.17万 | 0.10% | 4,779 | 69 | 1.5% | $5,944 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $41.56万 | 0.10% | 410 | 4 | 1.0% | $4,054 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $41.86万 | 0.10% | 8,098 | 8,098 | — | $41.86万 | 新建仓 |
| COP | CONOCOPHILLIPS | $43.00万 | 0.10% | 4,136 | 1,988 | 92.6% | $20.67万 | 加仓 |
| RTX | RTX CORPORATION | $43.01万 | 0.10% | 2,269 | 53 | 2.4% | $1.00万 | 加仓 |
| GLW | CORNING INC | $44.26万 | 0.10% | 1,733 | 2 | 0.1% | $511 | 加仓 |
| SPGI | S&P GLOBAL INC | $44.55万 | 0.10% | 1,094 | 104 | 10.5% | $4.24万 | 加仓 |
| ABBV | ABBVIE INC | $44.80万 | 0.10% | 1,780 | 79 | 4.6% | $1.99万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.92万 | 0.10% | 1,546 | 28 | 1.8% | $8,135 | 加仓 |
| ARKK | ARK ETF TR | $46.12万 | 0.11% | 5,706 | -296 | -4.9% | -$2.39万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $46.61万 | 0.11% | 1,565 | 1,565 | — | $46.61万 | 新建仓 |
| WFC | WELLS FARGO & CO | $47.09万 | 0.11% | 5,699 | 876 | 18.2% | $7.24万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $47.16万 | 0.11% | 1,088 | 72 | 7.1% | $3.12万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $48.62万 | 0.11% | 6,623 | 3,600 | 119.1% | $26.43万 | 加仓 |
| MRK | MERCK & CO INC | $48.70万 | 0.11% | 3,789 | 1,465 | 63.0% | $18.83万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $49.26万 | 0.11% | 967 | 360 | 59.3% | $18.34万 | 加仓 |
| XEL | XCEL ENERGY INC | $51.59万 | 0.12% | 6,425 | 53 | 0.8% | $4,256 | 加仓 |