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 |
|---|---|---|---|---|---|---|---|---|
| COP | CONOCOPHILLIPS | $28.36万 | 0.08% | 2,148 | -33 | -1.5% | -$4,357 | 减仓 |
| MRK | MERCK & CO INC | $27.97万 | 0.08% | 2,324 | -64 | -2.7% | -$7,703 | 减仓 |
| GEV | GE VERNOVA INC | $27.50万 | 0.08% | 315 | 6 | 1.9% | $5,238 | 加仓 |
| ET | ENERGY TRANSFER L P | $27.38万 | 0.08% | 14,189 | 190 | 1.4% | $3,667 | 加仓 |
| MCD | MCDONALDS CORP | $27.38万 | 0.08% | 880 | -88 | -9.1% | -$2.74万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $27.31万 | 0.08% | 5,176 | -14 | -0.3% | -$739 | 减仓 |
| CRM | SALESFORCE INC | $27.12万 | 0.07% | 1,452 | 67 | 4.8% | $1.25万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $27.02万 | 0.07% | 3,694 | 855 | 30.1% | $6.25万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $26.99万 | 0.07% | 9,830 | -360 | -3.5% | -$9,886 | 减仓 |
| IAU | ISHARES GOLD TR | $26.84万 | 0.07% | 3,044 | -96 | -3.1% | -$8,463 | 重新持有 |
| PFE | PFIZER INC | $26.06万 | 0.07% | 9,281 | -715 | -7.2% | -$2.01万 | 减仓 |
| — | SILA REALTY TRUST INC | $25.54万 | 0.07% | 10,786 | 103 | 1.0% | $2,439 | 加仓 |
| ORCL | ORACLE CORP | $24.81万 | 0.07% | 1,686 | 10 | 0.6% | $1,472 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $24.71万 | 0.07% | 2,229 | -104 | -4.5% | -$1.15万 | 减仓 |
| PEP | PEPSICO INC | $24.51万 | 0.07% | 1,577 | -18 | -1.1% | -$2,797 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $24.44万 | 0.07% | 1,511 | -45 | -2.9% | -$7,280 | 减仓 |
| TMUS | T-MOBILE US INC | $24.22万 | 0.07% | 1,152 | 134 | 13.2% | $2.82万 | 加仓 |
| QCOM | QUALCOMM INC | $24.13万 | 0.07% | 1,874 | -247 | -11.6% | -$3.18万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $23.56万 | 0.07% | 1,799 | 52 | 3.0% | $6,809 | 加仓 |
| GLW | CORNING INC | $23.55万 | 0.07% | 1,731 | 1,731 | — | $23.55万 | 新建仓 |
| ETN | EATON CORP PLC | $23.39万 | 0.06% | 654 | -59 | -8.3% | -$2.11万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $23.20万 | 0.06% | 3,226 | 501 | 18.4% | $3.60万 | 加仓 |
| OKE | ONEOK INC NEW | $22.68万 | 0.06% | 2,509 | 2,509 | — | $22.68万 | 新建仓 |
| UNP | UNION PAC CORP | $22.54万 | 0.06% | 928 | -29 | -3.0% | -$7,043 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $22.27万 | 0.06% | 3,023 | -934 | -23.6% | -$6.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $21.79万 | 0.06% | 3,062 | 3 | 0.1% | $213 | 加仓 |
| LRCX | LAM RESEARCH CORP | $21.72万 | 0.06% | 1,016 | 1,016 | — | $21.72万 | 新建仓 |
| USB | US BANCORP | $21.68万 | 0.06% | 4,169 | 244 | 6.2% | $1.27万 | 加仓 |
| PSX | PHILLIPS 66 | $21.57万 | 0.06% | 1,183 | 1,183 | — | $21.57万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.56万 | 0.06% | 2,322 | 2,322 | — | $21.56万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $21.22万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $20.85万 | 0.06% | 1,260 | -20 | -1.6% | -$3,309 | 减仓 |
| ACWV | ISHARES INC | $20.78万 | 0.06% | 1,739 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $20.71万 | 0.06% | 2,203 | -20 | -0.9% | -$1,880 | 减仓 |
| O | REALTY INCOME CORP | $20.41万 | 0.06% | 3,336 | 3,336 | — | $20.41万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $20.36万 | 0.06% | 708 | -97 | -12.0% | -$2.79万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $20.00万 | 0.06% | 10,158 | 99 | 1.0% | $1,950 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $17.10万 | 0.05% | 10,294 | -817 | -7.4% | -$1.36万 | 减仓 |
| F | FORD MTR CO | $14.52万 | 0.04% | 12,579 | -2,645 | -17.4% | -$3.05万 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $10.75万 | 0.03% | 12,665 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $6.69万 | 0.02% | 11,941 | -2,955 | -19.8% | -$1.65万 | 减仓 |
| — | MILESTONE PHARMACEUTICALS IN | $2.98万 | 0.01% | 25,044 | 0 | 0.0% | — | 不变 |
| — | GABELLI EQUITY TR INC | $82 | 0.00% | 11,700 | 11,700 | — | $82 | 新建仓 |
| USFR | WISDOMTREE TR | $0 | 0.00% | 0 | -17,617 | -100.0% | -$88.65万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -1,008 | -100.0% | -$47.71万 | 清仓 |
| VNLA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -8,048 | -100.0% | -$39.55万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,808 | -100.0% | -$33.50万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,534 | -100.0% | -$32.54万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -2,287 | -100.0% | -$27.48万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,690 | -100.0% | -$23.29万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,600 | -100.0% | -$20.92万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -2,331 | -100.0% | -$20.86万 | 清仓 |
| DFAW | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVA | AVISTA CORP | $0 | 0.00% | 0 | -5,227 | -100.0% | -$20.14万 | 清仓 |