Investment Advisory Group, LLC
HANOVER MA · SEC CIK 0001910273
$4.61亿2026Q2 申报市值
220持仓数
40.0%前十大占比 · 第一大 7.4%
25 / 1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
VUG 加仓+$251.13万
IVV 加仓+$180.03万
CGDV 加仓+$119.67万
VPLS 加仓+$101.51万
SCHF 加仓+$92.54万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$36.47万
GLD 减仓-$34.26万
USMV 减仓-$25.59万
FBCG 减仓-$25.43万
SYK 清仓-$22.47万
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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -684 | -100.0% | -$22.47万 | 清仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $13.69万 | 0.03% | 23,275 | -17 | -0.1% | -$100 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $13.79万 | 0.03% | 17,984 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $20.03万 | 0.04% | 2,282 | 2,282 | — | $20.03万 | 新建仓 |
| IJJ | ISHARES TR | $20.49万 | 0.04% | 1,387 | 1,387 | — | $20.49万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.71万 | 0.04% | 417 | -72 | -14.7% | -$3.58万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $20.72万 | 0.04% | 498 | 498 | — | $20.72万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $20.84万 | 0.05% | 4,365 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $20.89万 | 0.05% | 1,279 | 1,279 | — | $20.89万 | 新建仓 |
| IJS | ISHARES TR | $21.01万 | 0.05% | 1,537 | 1,537 | — | $21.01万 | 新建仓 |
| CVS | CVS HEALTH CORP | $21.04万 | 0.05% | 2,034 | 2,034 | — | $21.04万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $21.14万 | 0.05% | 4,208 | 4,208 | — | $21.14万 | 新建仓 |
| IWB | ISHARES TR | $21.21万 | 0.05% | 518 | 518 | — | $21.21万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.24万 | 0.05% | 417 | -2 | -0.5% | -$1,019 | 减仓 |
| — | VANGUARD MALVERN FDS | $21.27万 | 0.05% | 2,775 | 2,775 | — | $21.27万 | 新建仓 |
| VMC | VULCAN MATLS CO | $21.51万 | 0.05% | 729 | 19 | 2.7% | $5,605 | 重新持有 |
| SBUX | STARBUCKS CORP | $21.78万 | 0.05% | 2,131 | 2,131 | — | $21.78万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $22.03万 | 0.05% | 3,048 | 67 | 2.2% | $4,842 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $22.43万 | 0.05% | 2,925 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $22.45万 | 0.05% | 4,398 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $22.67万 | 0.05% | 532 | 532 | — | $22.67万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $22.79万 | 0.05% | 1,260 | 40 | 3.3% | $7,234 | 加仓 |
| ALL | ALLSTATE CORP | $22.79万 | 0.05% | 958 | 958 | — | $22.79万 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $22.81万 | 0.05% | 3,069 | -13 | -0.4% | -$966 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $22.88万 | 0.05% | 4,500 | 0 | 0.0% | — | 不变 |
| QINT | AMERICAN CENTY ETF TR | $22.91万 | 0.05% | 3,300 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $22.95万 | 0.05% | 648 | 19 | 3.0% | $6,731 | 加仓 |
| RGEN | REPLIGEN CORP | $23.50万 | 0.05% | 1,722 | 2 | 0.1% | $273 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $23.56万 | 0.05% | 1,629 | 1,629 | — | $23.56万 | 新建仓 |
| FLV | AMERICAN CENTY ETF TR | $23.58万 | 0.05% | 2,900 | -200 | -6.5% | -$1.63万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $23.86万 | 0.05% | 1,252 | 1,252 | — | $23.86万 | 新建仓 |
| GEV | GE VERNOVA INC | $23.98万 | 0.05% | 204 | 204 | — | $23.98万 | 新建仓 |
| MINT | PIMCO ETF TR | $24.01万 | 0.05% | 2,382 | -449 | -15.9% | -$4.53万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $24.36万 | 0.05% | 5,200 | 0 | 0.0% | — | 不变 |
| RWX | SPDR INDEX SHS FDS | $24.46万 | 0.05% | 9,054 | 9,054 | — | $24.46万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $24.72万 | 0.05% | 4,654 | -478 | -9.3% | -$2.54万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.85万 | 0.05% | 326 | 326 | — | $24.85万 | 新建仓 |
| MBB | ISHARES TR | $24.88万 | 0.05% | 2,632 | 2,632 | — | $24.88万 | 新建仓 |
| VALQ | AMERICAN CENTY ETF TR | $25.10万 | 0.05% | 3,600 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $25.17万 | 0.05% | 1,338 | 45 | 3.5% | $8,464 | 加仓 |
| VBK | VANGUARD INDEX FDS | $25.37万 | 0.06% | 694 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $25.39万 | 0.06% | 2,321 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $25.73万 | 0.06% | 2,836 | 94 | 3.4% | $8,530 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $26.02万 | 0.06% | 603 | 603 | — | $26.02万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $26.40万 | 0.06% | 1,086 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $26.49万 | 0.06% | 2,097 | 88 | 4.4% | $1.11万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $27.02万 | 0.06% | 882 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $27.15万 | 0.06% | 3,341 | 279 | 9.1% | $2.27万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $27.66万 | 0.06% | 811 | 811 | — | $27.66万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $27.84万 | 0.06% | 2,105 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $28.07万 | 0.06% | 3,154 | 1 | 0.0% | $89 | 加仓 |
| HD | HOME DEPOT INC | $28.20万 | 0.06% | 800 | 71 | 9.7% | $2.50万 | 加仓 |
| MRK | MERCK & CO INC | $28.48万 | 0.06% | 2,216 | 5 | 0.2% | $642 | 加仓 |
| MMM | 3M CO | $28.50万 | 0.06% | 1,760 | -35 | -1.9% | -$5,667 | 减仓 |
| IEF | ISHARES TR | $29.06万 | 0.06% | 3,073 | 53 | 1.8% | $5,012 | 加仓 |
| — | VANECK ETF TRUST | $29.07万 | 0.06% | 13,422 | -2,738 | -16.9% | -$5.93万 | 减仓 |
| PSA | PUBLIC STORAGE | $29.57万 | 0.06% | 929 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $29.58万 | 0.06% | 409 | 409 | — | $29.58万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $29.62万 | 0.06% | 7,067 | 20 | 0.3% | $838 | 加仓 |
| ADI | ANALOG DEVICES INC | $29.67万 | 0.06% | 747 | 28 | 3.9% | $1.11万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $32.34万 | 0.07% | 2,525 | 20 | 0.8% | $2,562 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $32.94万 | 0.07% | 6,815 | 618 | 10.0% | $2.99万 | 加仓 |
| BELFB | BEL FUSE INC | $33.30万 | 0.07% | 1,000 | 1,000 | — | $33.30万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $33.50万 | 0.07% | 2,021 | -14 | -0.7% | -$2,320 | 减仓 |
| WFC | WELLS FARGO & CO | $33.65万 | 0.07% | 4,072 | 196 | 5.1% | $1.62万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $33.83万 | 0.07% | 1,000 | 50 | 5.3% | $1.69万 | 加仓 |
| IGEB | ISHARES TR | $34.48万 | 0.07% | 7,644 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $34.57万 | 0.07% | 4,175 | 1 | 0.0% | $83 | 加仓 |
| ORCL | ORACLE CORP | $34.57万 | 0.07% | 2,359 | 224 | 10.5% | $3.28万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $34.76万 | 0.08% | 677 | 154 | 29.4% | $7.91万 | 加仓 |
| T | AT&T INC | $35.17万 | 0.08% | 16,990 | -1,558 | -8.4% | -$3.22万 | 减仓 |
| IYF | ISHARES TR | $35.92万 | 0.08% | 2,817 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $36.35万 | 0.08% | 1,060 | 138 | 15.0% | $4.73万 | 加仓 |
| SUB | ISHARES TR | $36.88万 | 0.08% | 3,464 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $36.88万 | 0.08% | 1,655 | 29 | 1.8% | $6,463 | 加仓 |
| EFV | ISHARES TR | $38.05万 | 0.08% | 4,971 | -21 | -0.4% | -$1,607 | 减仓 |
| IWO | ISHARES TR | $38.34万 | 0.08% | 973 | -4 | -0.4% | -$1,576 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $38.75万 | 0.08% | 2,300 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $39.13万 | 0.08% | 1,297 | 1,297 | — | $39.13万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $39.24万 | 0.09% | 5,037 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $39.42万 | 0.09% | 370 | 37 | 11.1% | $3.94万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $39.85万 | 0.09% | 835 | 1 | 0.1% | $477 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $39.90万 | 0.09% | 4,764 | 50 | 1.1% | $4,188 | 加仓 |
| GE | GE AEROSPACE | $40.03万 | 0.09% | 1,071 | 53 | 5.2% | $1.98万 | 加仓 |
| AVGO | BROADCOM INC | $40.95万 | 0.09% | 1,084 | 340 | 45.7% | $12.84万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $40.98万 | 0.09% | 8,800 | 300 | 3.5% | $1.40万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $41.57万 | 0.09% | 3,332 | 21 | 0.6% | $2,620 | 加仓 |
| IAU | ISHARES GOLD TR | $42.01万 | 0.09% | 5,564 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $42.22万 | 0.09% | 18,533 | 18,533 | — | $42.22万 | 新建仓 |
| NBBK | NB BANCORP INC | $42.26万 | 0.09% | 20,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $42.36万 | 0.09% | 10,006 | -595 | -5.6% | -$2.52万 | 减仓 |
| SLV | ISHARES SILVER TR | $42.53万 | 0.09% | 7,954 | -80 | -1.0% | -$4,278 | 减仓 |
| IYR | ISHARES TR | $42.76万 | 0.09% | 4,182 | -88 | -2.1% | -$8,998 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $42.83万 | 0.09% | 10,833 | 1 | 0.0% | $40 | 加仓 |
| LIN | LINDE PLC | $42.93万 | 0.09% | 827 | 42 | 5.4% | $2.18万 | 加仓 |
| IWN | ISHARES TR | $44.00万 | 0.10% | 1,989 | -14 | -0.7% | -$3,097 | 减仓 |
| NOBL | PROSHARES TR | $44.14万 | 0.10% | 7,859 | -93 | -1.2% | -$5,223 | 减仓 |
| IEMG | ISHARES INC | $47.63万 | 0.10% | 5,749 | -751 | -11.6% | -$6.22万 | 减仓 |
| MO | ALTRIA GROUP INC | $48.73万 | 0.11% | 6,773 | 123 | 1.8% | $8,850 | 加仓 |
| BOND | PIMCO ETF TR | $48.95万 | 0.11% | 5,308 | 0 | 0.0% | — | 不变 |