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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $22.67万 | 0.05% | 532 | 532 | — | $22.67万 | 新建仓 |
| FLOT | ISHARES TR | $22.45万 | 0.05% | 4,398 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $22.43万 | 0.05% | 2,925 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $22.03万 | 0.05% | 3,048 | 67 | 2.2% | $4,842 | 加仓 |
| SBUX | STARBUCKS CORP | $21.78万 | 0.05% | 2,131 | 2,131 | — | $21.78万 | 新建仓 |
| VMC | VULCAN MATLS CO | $21.51万 | 0.05% | 729 | 19 | 2.7% | $5,605 | 重新持有 |
| — | VANGUARD MALVERN FDS | $21.27万 | 0.05% | 2,775 | 2,775 | — | $21.27万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.24万 | 0.05% | 417 | -2 | -0.5% | -$1,019 | 减仓 |
| IWB | ISHARES TR | $21.21万 | 0.05% | 518 | 518 | — | $21.21万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $21.14万 | 0.05% | 4,208 | 4,208 | — | $21.14万 | 新建仓 |
| CVS | CVS HEALTH CORP | $21.04万 | 0.05% | 2,034 | 2,034 | — | $21.04万 | 新建仓 |
| IJS | ISHARES TR | $21.01万 | 0.05% | 1,537 | 1,537 | — | $21.01万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $20.89万 | 0.05% | 1,279 | 1,279 | — | $20.89万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $20.84万 | 0.05% | 4,365 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $20.72万 | 0.04% | 498 | 498 | — | $20.72万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.71万 | 0.04% | 417 | -72 | -14.7% | -$3.58万 | 重新持有 |
| IJJ | ISHARES TR | $20.49万 | 0.04% | 1,387 | 1,387 | — | $20.49万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.03万 | 0.04% | 2,282 | 2,282 | — | $20.03万 | 新建仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $13.79万 | 0.03% | 17,984 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $13.69万 | 0.03% | 23,275 | -17 | -0.1% | -$100 | 减仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -684 | -100.0% | -$22.47万 | 清仓 |