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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $539.63万 | 1.17% | 98,096 | -96 | -0.1% | -$5,281 | 减仓 |
| AMZN | AMAZON COM INC | $579.26万 | 1.26% | 24,304 | -103 | -0.4% | -$2.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $581.49万 | 1.26% | 15,714 | 1,219 | 8.4% | $45.11万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $593.22万 | 1.29% | 60,410 | 1,086 | 1.8% | $10.66万 | 加仓 |
| USMV | ISHARES TR | $612.56万 | 1.33% | 63,504 | -2,653 | -4.0% | -$25.59万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $624.08万 | 1.35% | 68,422 | 549 | 0.8% | $5.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $631.52万 | 1.37% | 26,689 | 16 | 0.1% | $3,786 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $644.46万 | 1.40% | 174,934 | -1,162 | -0.7% | -$4.28万 | 减仓 |
| AOK | ISHARES TR | $657.04万 | 1.43% | 158,398 | 11,127 | 7.6% | $46.15万 | 加仓 |
| IJH | ISHARES TR | $680.53万 | 1.48% | 88,254 | 561 | 0.6% | $4.33万 | 加仓 |
| AOM | ISHARES TR | $805.59万 | 1.75% | 161,473 | 12,155 | 8.1% | $60.64万 | 加仓 |
| ITOT | ISHARES TR | $815.11万 | 1.77% | 49,620 | 143 | 0.3% | $2.35万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $906.48万 | 1.97% | 41,595 | 64 | 0.2% | $1.39万 | 加仓 |
| AAPL | APPLE INC | $924.33万 | 2.01% | 31,944 | 1,258 | 4.1% | $36.40万 | 加仓 |
| IVW | ISHARES TR | $1,284.68万 | 2.79% | 93,411 | 4,158 | 4.7% | $57.19万 | 加仓 |
| IJR | ISHARES TR | $1,715.78万 | 3.72% | 115,689 | 1,116 | 1.0% | $16.55万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,732.53万 | 3.76% | 211,439 | 10,421 | 5.2% | $85.39万 | 加仓 |
| IVV | ISHARES TR | $1,991.46万 | 4.32% | 26,592 | 2,404 | 9.9% | $180.03万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,697.26万 | 5.85% | 608,039 | 4,387 | 0.7% | $19.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,995.10万 | 6.50% | 189,527 | 1,615 | 0.9% | $25.52万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,400.54万 | 7.38% | 394,770 | 29,154 | 8.0% | $251.13万 | 加仓 |