HTG Investment Advisors, Inc.
NEW CANAAN CT · SEC CIK 0001963875
$3.52亿2026Q1 申报市值
85持仓数
60.4%前十大占比 · 第一大 9.7%
11 / 1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
VCSH 加仓+$447.85万
AVUS 加仓+$395.80万
VUSB 加仓+$351.22万
IVV 新建仓+$286.31万
AAPL 加仓+$273.58万
2026Q1 卖出最多 按季末市值估算
BSV 减仓-$125.90万
BND 减仓-$79.83万
IJH 减仓-$66.22万
VIG 清仓-$25.17万
EXXON MOBIL CORP 减仓-$8.58万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,425.55万 | 9.74% | 881,511 | 29,131 | 3.4% | $113.20万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,077.72万 | 8.76% | 276,823 | 35,600 | 14.8% | $395.80万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,642.37万 | 7.52% | 743,701 | 15,416 | 2.1% | $54.77万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,423.50万 | 6.89% | 285,656 | 3,239 | 1.1% | $27.48万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,138.06万 | 6.08% | 629,397 | 1,422 | 0.2% | $4.83万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,671.54万 | 4.76% | 261,547 | 3,595 | 1.4% | $22.98万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,657.11万 | 4.71% | 211,339 | -16,057 | -7.1% | -$125.90万 | 减仓 |
| CBRE | CBRE GROUP INC | $1,500.83万 | 4.27% | 110,795 | -519 | -0.5% | -$7.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,412.95万 | 4.02% | 72,016 | 1,057 | 1.5% | $20.74万 | 加仓 |
| AGG | ISHARES TR | $1,289.11万 | 3.67% | 129,859 | 9,805 | 8.2% | $97.33万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,184.14万 | 3.37% | 236,875 | 10,702 | 4.7% | $53.50万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,038.01万 | 2.95% | 300,436 | 5,738 | 1.9% | $19.82万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,026.80万 | 2.92% | 227,572 | 28,160 | 14.1% | $127.06万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $964.49万 | 2.74% | 193,730 | 70,548 | 57.3% | $351.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $847.20万 | 2.41% | 19,396 | 1,571 | 8.8% | $68.62万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $845.45万 | 2.41% | 106,655 | 56,497 | 112.6% | $447.85万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $618.80万 | 1.76% | 76,793 | 1,361 | 1.8% | $10.97万 | 加仓 |
| AAPL | APPLE INC | $580.77万 | 1.65% | 22,884 | 10,780 | 89.1% | $273.58万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $462.95万 | 1.32% | 100,488 | 23,858 | 31.1% | $109.91万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $439.03万 | 1.25% | 99,734 | 8,762 | 9.6% | $38.57万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $410.62万 | 1.17% | 57,907 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $363.42万 | 1.03% | 51,092 | 1,530 | 3.1% | $10.88万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $317.97万 | 0.90% | 9,912 | -103 | -1.0% | -$3.30万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $312.91万 | 0.89% | 42,492 | -10,840 | -20.3% | -$79.83万 | 减仓 |
| IVV | ISHARES TR | $286.31万 | 0.81% | 4,383 | 4,383 | — | $286.31万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $261.27万 | 0.74% | 52,306 | 2,474 | 5.0% | $12.36万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $230.71万 | 0.66% | 3,861 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $223.15万 | 0.63% | 33,045 | -9,806 | -22.9% | -$66.22万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $221.44万 | 0.63% | 16,009 | -316 | -1.9% | -$4.37万 | 减仓 |
| CRAI | CRA INTL INC | $220.30万 | 0.63% | 13,609 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $162.69万 | 0.46% | 7,705 | 7,705 | — | $162.69万 | 新建仓 |
| IWF | ISHARES TR | $159.73万 | 0.45% | 3,746 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $117.58万 | 0.33% | 6,930 | -506 | -6.8% | -$8.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $115.58万 | 0.33% | 1,777 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $113.38万 | 0.32% | 3,952 | 710 | 21.9% | $20.37万 | 加仓 |
| GE | GE AEROSPACE | $107.44万 | 0.31% | 3,786 | 53 | 1.4% | $1.50万 | 加仓 |
| — | APPLE INC 看跌期权 | $106.59万 | 0.30% | 4,200 | 4,200 | — | $106.59万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $99.95万 | 0.28% | 4,831 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $96.74万 | 0.28% | 5,547 | 2,259 | 68.7% | $39.40万 | 加仓 |
| IWB | ISHARES TR | $96.13万 | 0.27% | 2,696 | 2,696 | — | $96.13万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $91.30万 | 0.26% | 6,321 | 36 | 0.6% | $5,200 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $88.76万 | 0.25% | 6,678 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $84.66万 | 0.24% | 970 | 14 | 1.5% | $1.22万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $76.46万 | 0.22% | 11,932 | 53 | 0.4% | $3,396 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $74.62万 | 0.21% | 13,806 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $73.34万 | 0.21% | 9,766 | 3,613 | 58.7% | $27.13万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $71.83万 | 0.20% | 8,428 | 276 | 3.4% | $2.35万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR | $70.95万 | 0.20% | 9,821 | 2,384 | 32.1% | $17.22万 | 加仓 |
| AMZN | AMAZON COM INC | $66.23万 | 0.19% | 3,180 | -164 | -4.9% | -$3.42万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $63.95万 | 0.18% | 8,293 | 4,625 | 126.1% | $35.66万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $57.98万 | 0.16% | 940 | 940 | — | $57.98万 | 新建仓 |
| GOOGL | ALPHABET INC | $52.62万 | 0.15% | 1,830 | 314 | 20.7% | $9.03万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $51.66万 | 0.15% | 12,572 | 2,760 | 28.1% | $11.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.62万 | 0.14% | 1,653 | -105 | -6.0% | -$3.09万 | 减仓 |
| IGF | ISHARES TR | $47.88万 | 0.14% | 7,147 | 7,147 | — | $47.88万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $44.70万 | 0.13% | 774 | -24 | -3.0% | -$1.39万 | 减仓 |
| MSFT | MICROSOFT CORP | $44.62万 | 0.13% | 1,205 | -31 | -2.5% | -$1.15万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $43.14万 | 0.12% | 1,780 | 193 | 12.2% | $4.68万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $41.84万 | 0.12% | 5,721 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $38.21万 | 0.11% | 6,118 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $35.61万 | 0.10% | 1,846 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $35.40万 | 0.10% | 1,144 | 361 | 46.1% | $11.17万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $34.09万 | 0.10% | 1,850 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $31.46万 | 0.09% | 803 | 3 | 0.4% | $1,175 | 加仓 |
| VO | VANGUARD INDEX FDS | $31.27万 | 0.09% | 1,089 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $30.88万 | 0.09% | 2,889 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $30.82万 | 0.09% | 1,261 | 9 | 0.7% | $2,200 | 加仓 |
| SDY | SPDR SERIES TRUST | $28.75万 | 0.08% | 1,970 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.16万 | 0.08% | 588 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $27.23万 | 0.08% | 476 | 476 | — | $27.23万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $26.81万 | 0.08% | 3,252 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $26.79万 | 0.08% | 1,628 | 1,628 | — | $26.79万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $26.33万 | 0.07% | 1,306 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.48万 | 0.07% | 1,732 | -399 | -18.7% | -$5.87万 | 减仓 |
| VGT | VANGUARD WORLD FD | $25.30万 | 0.07% | 363 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES TR | $24.66万 | 0.07% | 3,324 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.37万 | 0.07% | 3,141 | 3,141 | — | $24.37万 | 新建仓 |
| RPM | RPM INTL INC | $24.10万 | 0.07% | 2,425 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $22.70万 | 0.06% | 404 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $21.28万 | 0.06% | 979 | 5 | 0.5% | $1,087 | 加仓 |
| CAT | CATERPILLAR INC | $21.28万 | 0.06% | 300 | 300 | — | $21.28万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.27万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $21.21万 | 0.06% | 2,283 | 2,283 | — | $21.21万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $21.08万 | 0.06% | 1,438 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $2.88万 | 0.01% | 22,474 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,145 | -100.0% | -$25.17万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |