Conrad Siegel Investment Advisors, Inc.
HARRISBURG PA · SEC CIK 0001905875
$5.54亿2026Q1 申报市值
63持仓数
82.9%前十大占比 · 第一大 21.6%
4 / 0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
LRGF 加仓+$1,158.94万
DFEM 加仓+$540.75万
VOO 加仓+$336.72万
DIMENSIONAL ETF 加仓+$199.05万
INTF 加仓+$168.51万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$50.58万
EDV 减仓-$32.52万
VTV 减仓-$22.94万
AVUV 减仓-$16.77万
VCSH 减仓-$16.38万
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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $21.53万 | 0.04% | 2,792 | -9 | -0.3% | -$694 | 减仓 |
| BA | BOEING CO | $21.61万 | 0.04% | 1,086 | 73 | 7.2% | $1.45万 | 加仓 |
| IBTI | ISHARES TR | $21.80万 | 0.04% | 9,784 | 207 | 2.2% | $4,613 | 加仓 |
| SUB | ISHARES TR | $22.73万 | 0.04% | 2,135 | 2,135 | — | $22.73万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $25.30万 | 0.05% | 1,035 | 48 | 4.9% | $1.17万 | 加仓 |
| MCD | MCDONALDS CORP | $25.39万 | 0.05% | 817 | -5 | -0.6% | -$1,554 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $25.95万 | 0.05% | 3,569 | 3,569 | — | $25.95万 | 新建仓 |
| IBTJ | ISHARES TR | $26.12万 | 0.05% | 11,958 | 204 | 1.7% | $4,456 | 加仓 |
| WMT | WALMART INC | $27.17万 | 0.05% | 2,186 | 162 | 8.0% | $2.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.66万 | 0.05% | 598 | 38 | 6.8% | $1.82万 | 加仓 |
| MUB | ISHARES TR | $29.34万 | 0.05% | 2,764 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $31.64万 | 0.06% | 344 | 6 | 1.8% | $5,519 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $33.96万 | 0.06% | 1,154 | -6 | -0.5% | -$1,766 | 减仓 |
| TSLA | TESLA INC | $34.42万 | 0.06% | 926 | 13 | 1.4% | $4,833 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.44万 | 0.06% | 545 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $39.00万 | 0.07% | 2,299 | 72 | 3.2% | $1.22万 | 加仓 |
| AME | AMETEK INC | $42.25万 | 0.08% | 1,971 | -238 | -10.8% | -$5.10万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $42.70万 | 0.08% | 2,052 | -17 | -0.8% | -$3,538 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $49.36万 | 0.09% | 9,875 | 1,762 | 21.7% | $8.81万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $51.90万 | 0.09% | 2,522 | -72 | -2.8% | -$1.48万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $55.44万 | 0.10% | 6,925 | 6,925 | — | $55.44万 | 新建仓 |
| IBTH | ISHARES TR | $60.31万 | 0.11% | 26,887 | 241 | 0.9% | $5,406 | 加仓 |
| IBTG | ISHARES TR | $61.07万 | 0.11% | 26,652 | 227 | 0.9% | $5,202 | 加仓 |
| AVGO | BROADCOM INC | $61.56万 | 0.11% | 1,989 | -181 | -8.3% | -$5.60万 | 减仓 |
| VPU | VANGUARD WORLD FD | $62.91万 | 0.11% | 3,175 | 10 | 0.3% | $1,981 | 加仓 |
| IBDW | ISHARES TR | $64.27万 | 0.12% | 30,708 | 30,708 | — | $64.27万 | 新建仓 |
| IBDV | ISHARES TR | $73.15万 | 0.13% | 33,417 | 22,513 | 206.5% | $49.28万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $86.78万 | 0.16% | 2,705 | -9 | -0.3% | -$2,887 | 减仓 |
| META | META PLATFORMS INC | $87.42万 | 0.16% | 1,528 | -38 | -2.4% | -$2.17万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $89.59万 | 0.16% | 4,566 | -1,169 | -20.4% | -$22.94万 | 减仓 |
| IEI | ISHARES TR | $90.03万 | 0.16% | 7,591 | 45 | 0.6% | $5,337 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $93.03万 | 0.17% | 12,633 | 163 | 1.3% | $1.20万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $95.36万 | 0.17% | 4,389 | 1 | 0.0% | $217 | 加仓 |
| IBDT | ISHARES TR | $104.78万 | 0.19% | 41,365 | 19,782 | 91.7% | $50.11万 | 加仓 |
| IBDU | ISHARES TR | $108.82万 | 0.20% | 46,786 | 21,507 | 85.1% | $50.03万 | 加仓 |
| NYF | ISHARES TR | $132.84万 | 0.24% | 25,008 | 235 | 0.9% | $1.25万 | 加仓 |
| AMZN | AMAZON COM INC | $156.95万 | 0.28% | 7,536 | 490 | 7.0% | $10.21万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $157.06万 | 0.28% | 9,006 | 132 | 1.5% | $2.30万 | 加仓 |
| IBDS | ISHARES TR | $164.70万 | 0.30% | 67,945 | 20,835 | 44.2% | $50.50万 | 加仓 |
| IBDR | ISHARES TR | $169.91万 | 0.31% | 70,095 | 20,842 | 42.3% | $50.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $172.17万 | 0.31% | 4,651 | 156 | 3.5% | $5.77万 | 加仓 |
| GOOGL | ALPHABET INC | $219.64万 | 0.40% | 7,638 | -1,759 | -18.7% | -$50.58万 | 减仓 |
| IEMG | ISHARES INC | $233.70万 | 0.42% | 33,506 | 8,785 | 35.5% | $61.28万 | 加仓 |
| AAPL | APPLE INC | $271.00万 | 0.49% | 10,678 | 49 | 0.5% | $1.24万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $275.80万 | 0.50% | 55,216 | -45 | -0.1% | -$2,248 | 减仓 |
| TLH | ISHARES TR | $381.43万 | 0.69% | 37,870 | -1,399 | -3.6% | -$14.09万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $385.25万 | 0.70% | 34,874 | -1,518 | -4.2% | -$16.77万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $456.58万 | 0.82% | 77,296 | 6,498 | 9.2% | $38.38万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $585.00万 | 1.06% | 121,749 | 23 | 0.0% | $1,105 | 加仓 |
| EDV | VANGUARD WORLD FD | $705.20万 | 1.27% | 108,576 | -5,007 | -4.4% | -$32.52万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $929.14万 | 1.68% | 117,213 | -2,066 | -1.7% | -$16.38万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,017.74万 | 1.84% | 294,570 | 156,511 | 113.4% | $540.75万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,253.05万 | 2.26% | 162,354 | -1,951 | -1.2% | -$15.06万 | 减仓 |
| INTF | ISHARES TR | $1,394.47万 | 2.52% | 357,924 | 43,253 | 13.7% | $168.51万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,464.90万 | 2.64% | 271,026 | 15,012 | 5.9% | $81.14万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,447.41万 | 4.42% | 720,463 | -258 | -0.0% | -$8,764 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,751.15万 | 4.97% | 440,537 | 13,368 | 3.1% | $83.48万 | 加仓 |
| LRGF | ISHARES TR | $3,519.15万 | 6.35% | 533,205 | 175,597 | 49.1% | $1,158.94万 | 加仓 |
| VO | VANGUARD INDEX FDS | $3,521.70万 | 6.36% | 122,630 | 3,260 | 2.7% | $93.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,055.68万 | 7.32% | 632,910 | 16,986 | 2.8% | $108.85万 | 加仓 |
| IEFA | ISHARES TR | $4,706.68万 | 8.50% | 519,903 | 6,694 | 1.3% | $60.60万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.01亿 | 18.17% | 168,486 | 5,635 | 3.5% | $336.72万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.20亿 | 21.62% | 3,082,266 | 51,223 | 1.7% | $199.05万 | 加仓 |