Investment Advisory Group, LLC
HANOVER MA · SEC CIK 0001910273
$3.93亿2026Q1 申报市值
194持仓数
39.5%前十大占比 · 第一大 7.1%
6 / 5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
FBND 加仓+$124.70万
DFUS 加仓+$115.46万
CGDV 加仓+$104.50万
ITOT 加仓+$97.24万
VUG 加仓+$72.07万
2026Q1 卖出最多 按季末市值估算
AME 清仓-$55.80万
IJR 减仓-$55.73万
EXXON MOBIL CORP 减仓-$24.45万
DIS 清仓-$22.96万
SCHG 清仓-$22.62万
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 |
|---|---|---|---|---|---|---|---|---|
| AME | AMETEK INC | $0 | 0.00% | 0 | -2,718 | -100.0% | -$55.80万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,018 | -100.0% | -$22.96万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,934 | -100.0% | -$22.62万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,295 | -100.0% | -$21.88万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,202 | -100.0% | -$20.86万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOSE | EOS ENERGY ENTERPRISES INC | $11.55万 | 0.03% | 23,292 | 5 | 0.0% | $25 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $13.52万 | 0.03% | 17,984 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $20.06万 | 0.05% | 1,293 | 60 | 4.9% | $9,307 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $20.16万 | 0.05% | 1,220 | 1,220 | — | $20.16万 | 新建仓 |
| RGEN | REPLIGEN CORP | $20.27万 | 0.05% | 1,720 | -3 | -0.2% | -$353 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $20.38万 | 0.05% | 3,082 | 36 | 1.2% | $2,380 | 加仓 |
| ES | EVERSOURCE ENERGY | $20.65万 | 0.05% | 2,981 | -65 | -2.1% | -$4,503 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $20.90万 | 0.05% | 4,365 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $20.96万 | 0.05% | 694 | -114 | -14.1% | -$3.44万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $21.59万 | 0.05% | 629 | 3 | 0.5% | $1,030 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $21.60万 | 0.05% | 3,300 | 3,300 | — | $21.60万 | 新建仓 |
| FLOT | ISHARES TR | $22.41万 | 0.06% | 4,398 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $22.47万 | 0.06% | 684 | 3 | 0.4% | $986 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $22.52万 | 0.06% | 4,500 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $22.58万 | 0.06% | 2,925 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $22.70万 | 0.06% | 882 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $22.87万 | 0.06% | 719 | -118 | -14.1% | -$3.75万 | 重新持有 |
| AVGO | BROADCOM INC | $23.03万 | 0.06% | 744 | 98 | 15.2% | $3.03万 | 加仓 |
| KO | COCA COLA CO | $23.28万 | 0.06% | 3,062 | 3,062 | — | $23.28万 | 新建仓 |
| VALQ | AMERICAN CENTY ETF TR | $23.41万 | 0.06% | 3,600 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $23.60万 | 0.06% | 333 | 333 | — | $23.60万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $23.60万 | 0.06% | 1,086 | 78 | 7.7% | $1.70万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $23.63万 | 0.06% | 2,105 | 20 | 1.0% | $2,245 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $23.77万 | 0.06% | 3,100 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $23.91万 | 0.06% | 1,119 | 1,119 | — | $23.91万 | 新建仓 |
| HD | HOME DEPOT INC | $23.96万 | 0.06% | 729 | 26 | 3.7% | $8,545 | 加仓 |
| KORP | AMERICAN CENTY ETF TR | $24.24万 | 0.06% | 5,200 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $24.83万 | 0.06% | 5,627 | 101 | 1.8% | $4,457 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $25.16万 | 0.06% | 929 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY COVINGTON TRUST | $25.56万 | 0.06% | 7,047 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $25.61万 | 0.07% | 2,321 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $26.07万 | 0.07% | 1,795 | 15 | 0.8% | $2,179 | 加仓 |
| MA | MASTERCARD INCORPORATED | $26.12万 | 0.07% | 523 | 14 | 2.8% | $6,992 | 加仓 |
| IDEV | ISHARES TR | $26.35万 | 0.07% | 3,153 | 594 | 23.2% | $4.96万 | 加仓 |
| MRK | MERCK & CO INC | $26.60万 | 0.07% | 2,211 | 61 | 2.8% | $7,338 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $27.85万 | 0.07% | 2,505 | 2,505 | — | $27.85万 | 新建仓 |
| V | VISA INC | $27.88万 | 0.07% | 922 | -107 | -10.4% | -$3.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $28.00万 | 0.07% | 2,009 | 33 | 1.7% | $4,599 | 加仓 |
| ABT | ABBOTT LABORATORIES | $28.15万 | 0.07% | 2,742 | -514 | -15.8% | -$5.28万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.17万 | 0.07% | 834 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $28.47万 | 0.07% | 2,831 | 5 | 0.2% | $503 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $28.59万 | 0.07% | 419 | -6 | -1.4% | -$4,093 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $28.74万 | 0.07% | 950 | 2 | 0.2% | $605 | 加仓 |
| IEF | ISHARES TR | $28.82万 | 0.07% | 3,020 | 41 | 1.4% | $3,913 | 加仓 |
| GE | GE AEROSPACE | $28.89万 | 0.07% | 1,018 | 150 | 17.3% | $4.26万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $28.96万 | 0.07% | 2,300 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $29.70万 | 0.08% | 6,197 | 322 | 5.5% | $1.54万 | 加仓 |
| IWO | ISHARES TR | $30.66万 | 0.08% | 977 | 104 | 11.9% | $3.26万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $30.80万 | 0.08% | 4,174 | 1 | 0.0% | $74 | 加仓 |
| WFC | WELLS FARGO & CO | $30.86万 | 0.08% | 3,876 | -103 | -2.6% | -$8,201 | 减仓 |
| ORCL | ORACLE CORP | $31.40万 | 0.08% | 2,135 | 57 | 2.7% | $8,384 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $31.44万 | 0.08% | 5,132 | -150 | -2.8% | -$9,190 | 减仓 |
| IYF | ISHARES TR | $33.14万 | 0.08% | 2,817 | 101 | 3.7% | $1.19万 | 加仓 |
| IGEB | ISHARES TR | $34.44万 | 0.09% | 7,644 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $34.66万 | 0.09% | 16,160 | 235 | 1.5% | $5,040 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $35.40万 | 0.09% | 4,714 | 50 | 1.1% | $3,755 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $36.58万 | 0.09% | 3,311 | 100 | 3.1% | $1.10万 | 加仓 |
| SUB | ISHARES TR | $36.89万 | 0.09% | 3,464 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $37.12万 | 0.09% | 4,992 | 22 | 0.4% | $1,636 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $37.13万 | 0.09% | 1,099 | -210 | -16.0% | -$7.09万 | 减仓 |
| WM | WASTE MGMT INC DEL | $37.36万 | 0.09% | 1,626 | 14 | 0.9% | $3,217 | 加仓 |
| IWN | ISHARES TR | $37.98万 | 0.10% | 2,003 | 18 | 0.9% | $3,413 | 加仓 |
| STT | STATE STR CORP | $38.61万 | 0.10% | 3,051 | 15 | 0.5% | $1,898 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $38.68万 | 0.10% | 10,832 | 2 | 0.0% | $71 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $38.71万 | 0.10% | 1,903 | 29 | 1.5% | $5,899 | 加仓 |
| LIN | LINDE PLC | $38.92万 | 0.10% | 785 | 12 | 1.6% | $5,950 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $39.49万 | 0.10% | 5,037 | 685 | 15.7% | $5.37万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $39.78万 | 0.10% | 8,500 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $39.90万 | 0.10% | 17,108 | 2,035 | 13.5% | $4.75万 | 加仓 |
| IYR | ISHARES TR | $40.37万 | 0.10% | 4,270 | 160 | 3.9% | $1.51万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $41.36万 | 0.11% | 6,471 | 448 | 7.4% | $2.86万 | 加仓 |
| FTNT | FORTINET INC | $41.47万 | 0.11% | 5,075 | 17 | 0.3% | $1,389 | 加仓 |
| EEM | ISHARES TR | $41.72万 | 0.11% | 7,347 | 2,789 | 61.2% | $15.84万 | 加仓 |
| CVX | CHEVRON CORPORATION | $42.10万 | 0.11% | 2,035 | 206 | 11.3% | $4.26万 | 加仓 |
| NBBK | NB BANCORP INC | $42.14万 | 0.11% | 20,000 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $42.15万 | 0.11% | 3,976 | -284 | -6.7% | -$3.01万 | 减仓 |
| MO | ALTRIA GROUP INC | $43.88万 | 0.11% | 6,650 | 516 | 8.4% | $3.41万 | 加仓 |
| IUSV | ISHARES TR | $44.87万 | 0.11% | 4,388 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $45.34万 | 0.12% | 6,500 | 87 | 1.4% | $6,069 | 加仓 |
| BAC | BANK AMERICA CORP | $46.60万 | 0.12% | 9,558 | -418 | -4.2% | -$2.04万 | 减仓 |
| WAT | WATERS CORP | $47.62万 | 0.12% | 1,599 | 39 | 2.5% | $1.16万 | 加仓 |
| BOND | PIMCO ETF TR | $48.98万 | 0.12% | 5,308 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $49.05万 | 0.12% | 5,564 | -447 | -7.4% | -$3.94万 | 减仓 |
| CSCO | CISCO SYS INC | $49.30万 | 0.13% | 6,354 | 58 | 0.9% | $4,500 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $50.56万 | 0.13% | 9,153 | -286 | -3.0% | -$1.58万 | 减仓 |
| MUB | ISHARES TR | $50.97万 | 0.13% | 4,802 | 0 | 0.0% | — | 不变 |
| DFSI | DIMENSIONAL ETF TRUST | $52.04万 | 0.13% | 12,274 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $53.22万 | 0.14% | 10,601 | 47 | 0.4% | $2,359 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $53.41万 | 0.14% | 536 | 78 | 17.0% | $7.77万 | 加仓 |
| T | AT&T INC | $53.77万 | 0.14% | 18,548 | 1,417 | 8.3% | $4.11万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $53.80万 | 0.14% | 3,678 | 253 | 7.4% | $3.70万 | 加仓 |
| SLQD | ISHARES TR | $53.90万 | 0.14% | 10,676 | 700 | 7.0% | $3.53万 | 加仓 |
| SLV | ISHARES SILVER TR | $54.74万 | 0.14% | 8,034 | 21 | 0.3% | $1,431 | 加仓 |