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 |
|---|---|---|---|---|---|---|---|---|
| EEM | ISHARES TR | $49.85万 | 0.11% | 7,286 | -61 | -0.8% | -$4,173 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.91万 | 0.11% | 4,278 | 600 | 16.3% | $7.00万 | 加仓 |
| IUSV | ISHARES TR | $50.09万 | 0.11% | 4,547 | 159 | 3.6% | $1.75万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $51.27万 | 0.11% | 21,873 | 4,765 | 27.9% | $11.17万 | 加仓 |
| MUB | ISHARES TR | $51.68万 | 0.11% | 4,802 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $52.41万 | 0.11% | 3,090 | 39 | 1.3% | $6,615 | 加仓 |
| LRCX | LAM RESEARCH CORP | $53.13万 | 0.12% | 1,226 | 107 | 9.6% | $4.64万 | 加仓 |
| SLQD | ISHARES TR | $53.77万 | 0.12% | 10,676 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $55.19万 | 0.12% | 590 | 54 | 10.1% | $5.05万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $55.20万 | 0.12% | 9,156 | 3 | 0.0% | $181 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $55.36万 | 0.12% | 12,274 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $55.69万 | 0.12% | 9,773 | 215 | 2.2% | $1.23万 | 加仓 |
| CMF | ISHARES TR | $58.65万 | 0.13% | 10,175 | -1,225 | -10.7% | -$7.06万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $59.76万 | 0.13% | 7,231 | -143 | -1.9% | -$1.18万 | 减仓 |
| WAT | WATERS CORP | $60.79万 | 0.13% | 1,621 | 22 | 1.4% | $8,251 | 加仓 |
| SDY | SPDR SERIES TRUST | $65.22万 | 0.14% | 4,286 | -174 | -3.9% | -$2.65万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $66.37万 | 0.14% | 16,089 | -150 | -0.9% | -$6,188 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $69.64万 | 0.15% | 8,383 | -289 | -3.3% | -$2.40万 | 减仓 |
| WMT | WALMART INC | $72.16万 | 0.16% | 6,371 | 250 | 4.1% | $2.83万 | 加仓 |
| USIG | ISHARES TR | $74.66万 | 0.16% | 14,556 | 14,556 | — | $74.66万 | 新建仓 |
| IWR | ISHARES TR | $74.95万 | 0.16% | 6,794 | 1 | 0.0% | $110 | 加仓 |
| RTX | RTX CORPORATION | $75.09万 | 0.16% | 3,958 | 47 | 1.2% | $8,916 | 加仓 |
| AMGN | AMGEN INC | $76.58万 | 0.17% | 2,115 | 58 | 2.8% | $2.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $76.76万 | 0.17% | 2,730 | -72 | -2.6% | -$2.02万 | 减仓 |
| CSCO | CISCO SYS INC | $77.57万 | 0.17% | 6,604 | 250 | 3.9% | $2.94万 | 加仓 |
| FTNT | FORTINET INC | $79.14万 | 0.17% | 5,152 | 77 | 1.5% | $1.18万 | 加仓 |
| INTC | INTEL CORP | $83.65万 | 0.18% | 5,991 | 364 | 6.5% | $5.08万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $84.47万 | 0.18% | 13,601 | -4,095 | -23.1% | -$25.43万 | 减仓 |
| GLD | SPDR GOLD TR | $84.58万 | 0.18% | 2,296 | -930 | -28.8% | -$34.26万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $86.50万 | 0.19% | 16,135 | -422 | -2.5% | -$2.26万 | 减仓 |
| PFF | ISHARES TR | $89.39万 | 0.19% | 29,317 | 98 | 0.3% | $2,988 | 加仓 |
| NEAR | ISHARES U S ETF TR | $92.47万 | 0.20% | 18,253 | 2,000 | 12.3% | $10.13万 | 加仓 |
| AGG | ISHARES TR | $92.60万 | 0.20% | 9,355 | 51 | 0.5% | $5,048 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $93.42万 | 0.20% | 13,824 | 7,353 | 113.6% | $49.69万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $93.50万 | 0.20% | 20,053 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $95.63万 | 0.21% | 2,789 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $96.03万 | 0.21% | 10,062 | 2,114 | 26.6% | $20.18万 | 加仓 |
| PLD | PROLOGIS INC. | $99.53万 | 0.22% | 7,347 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $101.19万 | 0.22% | 1,742 | -161 | -8.5% | -$9.35万 | 减仓 |
| WELL | WELLTOWER INC | $103.07万 | 0.22% | 4,541 | -276 | -5.7% | -$6.26万 | 减仓 |
| DGRO | ISHARES TR | $104.53万 | 0.23% | 13,792 | 18 | 0.1% | $1,364 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $105.99万 | 0.23% | 20,504 | -1,308 | -6.0% | -$6.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $109.49万 | 0.24% | 4,311 | -209 | -4.6% | -$5.31万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $109.63万 | 0.24% | 18,367 | -570 | -3.0% | -$3.40万 | 减仓 |
| QUAL | ISHARES TR | $109.97万 | 0.24% | 5,011 | -363 | -6.8% | -$7.97万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $114.89万 | 0.25% | 27,219 | 217 | 0.8% | $9,160 | 加仓 |
| LLY | ELI LILLY & CO | $115.09万 | 0.25% | 960 | 52 | 5.7% | $6.23万 | 加仓 |
| PYLD | PIMCO ETF TR | $116.67万 | 0.25% | 43,994 | 4,380 | 11.1% | $11.62万 | 加仓 |
| ABBV | ABBVIE INC | $124.31万 | 0.27% | 4,940 | 83 | 1.7% | $2.09万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $133.62万 | 0.29% | 3,053 | 7 | 0.2% | $3,064 | 加仓 |
| IWD | ISHARES TR | $135.10万 | 0.29% | 5,573 | 1 | 0.0% | $242 | 加仓 |
| O | REALTY INCOME CORP | $136.13万 | 0.30% | 21,971 | -1,040 | -4.5% | -$6.44万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $137.44万 | 0.30% | 4,199 | 134 | 3.3% | $4.39万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $138.79万 | 0.30% | 16,798 | 16 | 0.1% | $1,322 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $141.62万 | 0.31% | 35,326 | -456 | -1.3% | -$1.83万 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $148.91万 | 0.32% | 29,000 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $151.13万 | 0.33% | 1,309 | 210 | 19.1% | $24.25万 | 加仓 |
| — | EXXON MOBIL CORP | $158.19万 | 0.34% | 11,570 | -44 | -0.4% | -$6,016 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $163.90万 | 0.36% | 23,003 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $169.63万 | 0.37% | 21,053 | 5,217 | 32.9% | $42.03万 | 加仓 |
| LQD | ISHARES TR | $175.50万 | 0.38% | 16,091 | 310 | 2.0% | $3.38万 | 加仓 |
| META | META PLATFORMS INC | $187.55万 | 0.41% | 3,330 | 203 | 6.5% | $11.43万 | 加仓 |
| DVY | ISHARES TR | $194.76万 | 0.42% | 12,461 | -368 | -2.9% | -$5.75万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $204.30万 | 0.44% | 25,851 | 432 | 1.7% | $3.41万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $207.47万 | 0.45% | 55,683 | 11,020 | 24.7% | $41.06万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $216.98万 | 0.47% | 36,788 | 11,515 | 45.6% | $67.92万 | 加仓 |
| IYW | ISHARES TR | $222.51万 | 0.48% | 8,822 | 84 | 1.0% | $2.12万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $222.55万 | 0.48% | 23,078 | 452 | 2.0% | $4.36万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $223.19万 | 0.48% | 26,107 | 1,955 | 8.1% | $16.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $226.59万 | 0.49% | 4,528 | 714 | 18.7% | $35.73万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $230.68万 | 0.50% | 39,636 | -2,488 | -5.9% | -$14.48万 | 减仓 |
| TSLA | TESLA INC | $232.60万 | 0.50% | 5,530 | -90 | -1.6% | -$3.79万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $234.77万 | 0.51% | 7,084 | 601 | 9.3% | $19.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $235.38万 | 0.51% | 3,152 | 600 | 23.5% | $44.81万 | 加仓 |
| HDV | ISHARES TR | $236.26万 | 0.51% | 86,195 | -1,745 | -2.0% | -$4.78万 | 减仓 |
| GOOGL | ALPHABET INC | $249.00万 | 0.54% | 6,968 | 407 | 6.2% | $14.54万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $250.36万 | 0.54% | 34,104 | 799 | 2.4% | $5.87万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $255.80万 | 0.55% | 3,637 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $256.16万 | 0.56% | 92,477 | 33,407 | 56.6% | $92.54万 | 加仓 |
| IWF | ISHARES TR | $268.73万 | 0.58% | 21,642 | 38 | 0.2% | $4,718 | 加仓 |
| IEFA | ISHARES TR | $268.79万 | 0.58% | 27,831 | -46 | -0.2% | -$4,443 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $269.96万 | 0.59% | 49,974 | 5,216 | 11.7% | $28.18万 | 加仓 |
| GOOG | ALPHABET INC | $281.87万 | 0.61% | 7,978 | 108 | 1.4% | $3.82万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $283.24万 | 0.61% | 19,315 | -84 | -0.4% | -$1.23万 | 减仓 |
| IUSB | ISHARES TR | $299.34万 | 0.65% | 64,863 | 1,572 | 2.5% | $7.25万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $306.25万 | 0.66% | 96,577 | -1,586 | -1.6% | -$5.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $310.44万 | 0.67% | 15,515 | 1,744 | 12.7% | $34.90万 | 加仓 |
| SHY | ISHARES TR | $311.09万 | 0.67% | 37,887 | -170 | -0.4% | -$1.40万 | 减仓 |
| VB | VANGUARD INDEX FDS | $357.48万 | 0.78% | 11,793 | -25 | -0.2% | -$7,578 | 减仓 |
| ISTB | ISHARES TR | $404.42万 | 0.88% | 83,817 | 315 | 0.4% | $1.52万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $408.19万 | 0.89% | 49,574 | -423 | -0.8% | -$3.48万 | 减仓 |
| IGSB | ISHARES TR | $411.47万 | 0.89% | 78,511 | 5,271 | 7.2% | $27.63万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $415.00万 | 0.90% | 84,213 | 24,284 | 40.5% | $119.67万 | 加仓 |
| IVE | ISHARES TR | $423.68万 | 0.92% | 18,659 | 627 | 3.5% | $14.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $439.79万 | 0.95% | 6,403 | -531 | -7.7% | -$36.47万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $467.34万 | 1.01% | 60,243 | 13,086 | 27.7% | $101.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $476.38万 | 1.03% | 12,771 | 827 | 6.9% | $30.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $490.75万 | 1.06% | 6,664 | 265 | 4.1% | $19.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $500.24万 | 1.09% | 61,020 | 2,085 | 3.5% | $17.09万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $501.79万 | 1.09% | 110,309 | 11,790 | 12.0% | $53.63万 | 加仓 |