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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $2,782.98万 | 7.07% | 187,912 | 1,867 | 1.0% | $27.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,661.63万 | 6.77% | 60,936 | 1,650 | 2.8% | $72.07万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,345.79万 | 5.96% | 603,652 | 6,056 | 1.0% | $23.53万 | 加仓 |
| IVV | ISHARES TR | $1,580.02万 | 4.02% | 24,188 | 544 | 2.3% | $35.54万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,425.42万 | 3.62% | 201,018 | 16,283 | 8.8% | $115.46万 | 加仓 |
| IJR | ISHARES TR | $1,424.26万 | 3.62% | 114,573 | -4,483 | -3.8% | -$55.73万 | 减仓 |
| IVW | ISHARES TR | $1,009.54万 | 2.57% | 89,253 | 3,330 | 3.9% | $37.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $814.83万 | 2.07% | 41,531 | -116 | -0.3% | -$2.28万 | 减仓 |
| AAPL | APPLE INC | $778.78万 | 1.98% | 30,686 | -342 | -1.1% | -$8.68万 | 减仓 |
| AOM | ISHARES TR | $707.32万 | 1.80% | 149,318 | 4,115 | 2.8% | $19.49万 | 加仓 |
| ITOT | ISHARES TR | $704.70万 | 1.79% | 49,477 | 6,827 | 16.0% | $97.24万 | 加仓 |
| USMV | ISHARES TR | $613.54万 | 1.56% | 66,157 | -399 | -0.6% | -$3.70万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $598.20万 | 1.52% | 176,096 | -1,671 | -0.9% | -$5.68万 | 减仓 |
| IJH | ISHARES TR | $592.19万 | 1.51% | 87,693 | -1,493 | -1.7% | -$10.08万 | 减仓 |
| AOK | ISHARES TR | $587.47万 | 1.49% | 147,271 | 2,883 | 2.0% | $11.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $573.62万 | 1.46% | 26,673 | -27 | -0.1% | -$5,807 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $559.07万 | 1.42% | 59,324 | 3,001 | 5.3% | $28.28万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $547.12万 | 1.39% | 67,873 | 6,957 | 11.4% | $56.08万 | 加仓 |
| AMZN | AMAZON COM INC | $508.32万 | 1.29% | 24,407 | 290 | 1.2% | $6.04万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $475.84万 | 1.21% | 98,192 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $465.03万 | 1.18% | 14,495 | 900 | 6.6% | $28.87万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $449.44万 | 1.14% | 98,519 | 27,334 | 38.4% | $124.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $442.13万 | 1.12% | 11,944 | 303 | 2.6% | $11.22万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $424.81万 | 1.08% | 58,935 | 7,165 | 13.8% | $51.65万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $414.32万 | 1.05% | 6,934 | 220 | 3.3% | $13.15万 | 加仓 |
| ISTB | ISHARES TR | $404.65万 | 1.03% | 83,502 | 11,115 | 15.4% | $53.86万 | 加仓 |
| IGSB | ISHARES TR | $384.95万 | 0.98% | 73,240 | 4,065 | 5.9% | $21.37万 | 加仓 |
| IVE | ISHARES TR | $380.74万 | 0.97% | 18,032 | 82 | 0.5% | $1.73万 | 加仓 |
| QQQ | INVESCO QQQ TR | $369.35万 | 0.94% | 6,399 | 238 | 3.9% | $13.74万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $365.89万 | 0.93% | 47,157 | 7,667 | 19.4% | $59.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $355.63万 | 0.90% | 49,997 | -1,555 | -3.0% | -$11.06万 | 减仓 |
| SHY | ISHARES TR | $314.24万 | 0.80% | 38,057 | 560 | 1.5% | $4.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $309.54万 | 0.79% | 11,818 | -75 | -0.6% | -$1.96万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $301.16万 | 0.77% | 98,163 | -3,966 | -3.9% | -$12.17万 | 减仓 |
| IUSB | ISHARES TR | $292.34万 | 0.74% | 63,291 | 1,022 | 1.6% | $4.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $280.19万 | 0.71% | 19,399 | -299 | -1.5% | -$4.32万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $254.94万 | 0.65% | 59,929 | 24,565 | 69.5% | $104.50万 | 加仓 |
| IEFA | ISHARES TR | $252.37万 | 0.64% | 27,877 | 228 | 0.8% | $2.06万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $246.59万 | 0.63% | 42,124 | -1,345 | -3.1% | -$7.87万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $245.26万 | 0.62% | 33,305 | 2,022 | 6.5% | $14.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $240.17万 | 0.61% | 13,771 | 141 | 1.0% | $2.46万 | 加仓 |
| HDV | ISHARES TR | $238.71万 | 0.61% | 17,588 | -53 | -0.3% | -$7,193 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $236.23万 | 0.60% | 44,758 | 3,084 | 7.4% | $16.28万 | 加仓 |
| IWF | ISHARES TR | $230.32万 | 0.59% | 5,401 | 3 | 0.1% | $1,279 | 加仓 |
| GOOG | ALPHABET INC | $225.77万 | 0.57% | 7,870 | 315 | 4.2% | $9.04万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $224.32万 | 0.57% | 3,637 | -112 | -3.0% | -$6.91万 | 减仓 |
| TSLA | TESLA INC | $208.93万 | 0.53% | 5,620 | -159 | -2.8% | -$5.91万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $201.50万 | 0.51% | 25,419 | 485 | 1.9% | $3.84万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $200.69万 | 0.51% | 22,626 | -507 | -2.2% | -$4.50万 | 减仓 |
| — | EXXON MOBIL CORP | $197.04万 | 0.50% | 11,614 | -1,441 | -11.0% | -$24.45万 | 减仓 |
| DVY | ISHARES TR | $194.24万 | 0.49% | 12,829 | -15 | -0.1% | -$2,271 | 减仓 |
| GOOGL | ALPHABET INC | $188.66万 | 0.48% | 6,561 | 102 | 1.6% | $2.93万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $186.43万 | 0.47% | 6,483 | 243 | 3.9% | $6.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $186.24万 | 0.47% | 24,152 | 988 | 4.3% | $7.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $182.78万 | 0.46% | 3,814 | 161 | 4.4% | $7.72万 | 加仓 |
| META | META PLATFORMS INC | $178.90万 | 0.45% | 3,127 | -9 | -0.3% | -$5,149 | 减仓 |
| LQD | ISHARES TR | $171.99万 | 0.44% | 15,781 | 17 | 0.1% | $1,853 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $165.95万 | 0.42% | 2,552 | 67 | 2.7% | $4.36万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $158.69万 | 0.40% | 44,663 | 3,515 | 8.5% | $12.49万 | 加仓 |
| IYW | ISHARES TR | $158.53万 | 0.40% | 8,738 | 197 | 2.3% | $3.57万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $150.50万 | 0.38% | 25,273 | 4,354 | 20.8% | $25.93万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $148.74万 | 0.38% | 29,000 | 12,500 | 75.8% | $64.11万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $147.40万 | 0.37% | 23,003 | 782 | 3.5% | $5.01万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $146.20万 | 0.37% | 59,070 | 21,456 | 57.0% | $53.10万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $144.56万 | 0.37% | 3,046 | 142 | 4.9% | $6.74万 | 加仓 |
| O | REALTY INCOME CORP | $140.78万 | 0.36% | 23,011 | -984 | -4.1% | -$6.02万 | 减仓 |
| GLD | SPDR GOLD TR | $138.81万 | 0.35% | 3,226 | 40 | 1.3% | $1.72万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $124.92万 | 0.32% | 35,782 | -1,638 | -4.4% | -$5.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $119.59万 | 0.30% | 4,065 | 24 | 0.6% | $7,061 | 加仓 |
| IWD | ISHARES TR | $119.07万 | 0.30% | 5,572 | -477 | -7.9% | -$10.19万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $114.02万 | 0.29% | 2,797 | 4 | 0.1% | $1,631 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $114.00万 | 0.29% | 27,002 | 1,328 | 5.2% | $5.61万 | 加仓 |
| VO | VANGUARD INDEX FDS | $113.68万 | 0.29% | 3,959 | 478 | 13.7% | $13.73万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $110.48万 | 0.28% | 4,520 | 49 | 1.1% | $1.20万 | 加仓 |
| ABBV | ABBVIE INC | $105.63万 | 0.27% | 4,857 | 162 | 3.5% | $3.52万 | 加仓 |
| PYLD | PIMCO ETF TR | $103.79万 | 0.26% | 39,614 | 4,851 | 14.0% | $12.71万 | 加仓 |
| QUAL | ISHARES TR | $103.09万 | 0.26% | 5,374 | -21 | -0.4% | -$4,028 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $102.35万 | 0.26% | 18,937 | -832 | -4.2% | -$4.50万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $98.42万 | 0.25% | 21,812 | -399 | -1.8% | -$1.80万 | 减仓 |
| PLD | PROLOGIS INC. | $97.11万 | 0.25% | 7,347 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $96.67万 | 0.25% | 13,774 | 19 | 0.1% | $1,333 | 加仓 |
| WELL | WELLTOWER INC | $95.24万 | 0.24% | 4,817 | -103 | -2.1% | -$2.04万 | 减仓 |
| AGG | ISHARES TR | $92.36万 | 0.23% | 9,304 | 110 | 1.2% | $1.09万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $88.69万 | 0.23% | 17,696 | -209 | -1.2% | -$1.05万 | 减仓 |
| PFF | ISHARES TR | $88.59万 | 0.23% | 29,219 | 74 | 0.3% | $2,244 | 加仓 |
| LLY | ELI LILLY & CO | $83.55万 | 0.21% | 908 | 34 | 3.9% | $3.13万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $82.62万 | 0.21% | 16,253 | -1,800 | -10.0% | -$9.15万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $82.40万 | 0.21% | 20,053 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $81.74万 | 0.21% | 16,557 | -1,549 | -8.6% | -$7.65万 | 减仓 |
| WMT | WALMART INC | $76.07万 | 0.19% | 6,121 | 516 | 9.2% | $6.41万 | 加仓 |
| RTX | RTX CORPORATION | $75.43万 | 0.19% | 3,911 | 18 | 0.5% | $3,472 | 加仓 |
| AMGN | AMGEN INC | $72.39万 | 0.18% | 2,057 | 4 | 0.2% | $1,408 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $71.09万 | 0.18% | 8,672 | -267 | -3.0% | -$2.19万 | 减仓 |
| IXUS | ISHARES TR | $68.86万 | 0.18% | 7,948 | 242 | 3.1% | $2.10万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $67.91万 | 0.17% | 2,802 | 37 | 1.3% | $8,967 | 加仓 |
| MTUM | ISHARES TR | $66.93万 | 0.17% | 2,789 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $66.05万 | 0.17% | 6,793 | -1,030 | -13.2% | -$10.02万 | 减仓 |
| SDY | SPDR SERIES TRUST | $65.10万 | 0.17% | 4,460 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $64.82万 | 0.16% | 11,400 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $63.27万 | 0.16% | 16,239 | 4,654 | 40.2% | $18.13万 | 加仓 |