HTG Investment Advisors, Inc.
NEW CANAAN CT · SEC CIK 0001963875
$3.90亿2026Q2 申报市值
88持仓数
59.2%前十大占比 · 第一大 9.9%
6 / 4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
VCSH 加仓+$664.42万
VUSB 加仓+$382.78万
VCRB 新建仓+$355.25万
AVUS 加仓+$255.05万
DFCF 新建仓+$244.15万
2026Q2 卖出最多 按季末市值估算
BSV 减仓-$445.20万
AGG 减仓-$257.46万
VOO 清仓-$230.71万
AAPL 减仓-$139.50万
DFAX 减仓-$123.80万
2026Q2 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 | $3,865.81万 | 9.91% | 871,463 | -10,048 | -1.1% | -$44.57万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $3,800.60万 | 9.74% | 296,736 | 19,913 | 7.2% | $255.05万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,795.69万 | 7.17% | 750,319 | 6,618 | 0.9% | $24.66万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $2,737.29万 | 7.02% | 306,872 | 21,216 | 7.4% | $189.25万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,194.90万 | 5.63% | 595,793 | -33,604 | -5.3% | -$123.80万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,804.57万 | 4.63% | 267,027 | 5,480 | 2.1% | $37.03万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,555.39万 | 3.99% | 71,371 | -645 | -0.9% | -$14.06万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,507.32万 | 3.86% | 190,727 | 84,072 | 78.8% | $664.42万 | 加仓 |
| CBRE | CBRE GROUP INC | $1,492.30万 | 3.83% | 110,795 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $1,347.17万 | 3.45% | 270,624 | 76,894 | 39.7% | $382.78万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,242.63万 | 3.19% | 305,765 | 5,329 | 1.8% | $21.66万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,242.57万 | 3.19% | 245,301 | 8,426 | 3.6% | $42.68万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,201.34万 | 3.08% | 154,196 | -57,143 | -27.0% | -$445.20万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,181.29万 | 3.03% | 228,534 | 962 | 0.4% | $4.97万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,086.82万 | 2.79% | 126,169 | 9,793 | 8.4% | $84.36万 | 加仓 |
| AGG | ISHARES TR | $1,027.89万 | 2.64% | 103,848 | -26,011 | -20.0% | -$257.46万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $708.65万 | 1.82% | 73,443 | -3,350 | -4.4% | -$32.32万 | 减仓 |
| AAPL | APPLE INC | $522.66万 | 1.34% | 18,063 | -4,821 | -21.1% | -$139.50万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $522.62万 | 1.34% | 110,303 | 10,569 | 10.6% | $50.08万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $519.37万 | 1.33% | 112,784 | 12,296 | 12.2% | $56.62万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $471.79万 | 1.21% | 57,578 | -329 | -0.6% | -$2.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $366.53万 | 0.94% | 44,514 | -6,578 | -12.9% | -$54.16万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $355.25万 | 0.91% | 45,998 | 45,998 | — | $355.25万 | 新建仓 |
| IVV | ISHARES TR | $327.50万 | 0.84% | 4,373 | -10 | -0.2% | -$7,489 | 减仓 |
| VTI | VANGUARD INDEX FDS | $322.29万 | 0.83% | 8,710 | -1,202 | -12.1% | -$44.48万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $271.41万 | 0.70% | 54,033 | 1,727 | 3.3% | $8.67万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $261.10万 | 0.67% | 16,636 | 627 | 3.9% | $9.84万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $244.15万 | 0.63% | 57,842 | 57,842 | — | $244.15万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $228.33万 | 0.59% | 31,103 | -11,389 | -26.8% | -$83.61万 | 减仓 |
| IJH | ISHARES TR | $214.25万 | 0.55% | 27,785 | -5,260 | -15.9% | -$40.56万 | 减仓 |
| CRAI | CRA INTL INC | $193.66万 | 0.50% | 13,609 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $186.06万 | 0.48% | 14,984 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $171.68万 | 0.44% | 7,561 | -144 | -1.9% | -$3.27万 | 减仓 |
| GE | GE AEROSPACE | $157.68万 | 0.40% | 4,219 | 433 | 11.4% | $16.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $134.04万 | 0.34% | 7,036 | 358 | 5.4% | $6.82万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $128.76万 | 0.33% | 1,724 | -53 | -3.0% | -$3.96万 | 减仓 |
| GOOG | ALPHABET INC | $125.55万 | 0.32% | 3,553 | -399 | -10.1% | -$14.10万 | 减仓 |
| GEV | GE VERNOVA INC | $124.64万 | 0.32% | 1,061 | 91 | 9.4% | $10.69万 | 加仓 |
| IWB | ISHARES TR | $110.40万 | 0.28% | 2,696 | 0 | 0.0% | — | 不变 |
| AVMC | AMERICAN CENTY ETF TR | $101.97万 | 0.26% | 12,707 | 2,886 | 29.4% | $23.16万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $101.88万 | 0.26% | 3,623 | 1,843 | 103.5% | $51.83万 | 加仓 |
| — | EXXON MOBIL CORP | $94.75万 | 0.24% | 6,930 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $89.47万 | 0.23% | 6,101 | -220 | -3.5% | -$3.23万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $85.02万 | 0.22% | 11,932 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $81.79万 | 0.21% | 9,766 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $79.75万 | 0.20% | 4,811 | -20 | -0.4% | -$3,315 | 减仓 |
| NVDA | NVIDIA CORPORATION | $75.65万 | 0.19% | 3,781 | -1,766 | -31.8% | -$35.34万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $74.74万 | 0.19% | 8,152 | -276 | -3.3% | -$2.53万 | 减仓 |
| AMZN | AMAZON COM INC | $73.05万 | 0.19% | 3,065 | -115 | -3.6% | -$2.74万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $71.06万 | 0.18% | 15,240 | 2,668 | 21.2% | $12.44万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $66.11万 | 0.17% | 940 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $65.39万 | 0.17% | 1,830 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $58.38万 | 0.15% | 9,781 | -4,025 | -29.2% | -$24.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $57.03万 | 0.15% | 774 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $53.07万 | 0.14% | 6,208 | -2,085 | -25.1% | -$17.82万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $51.39万 | 0.13% | 1,570 | -83 | -5.0% | -$2.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $44.70万 | 0.11% | 1,198 | -7 | -0.6% | -$2,612 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $43.96万 | 0.11% | 8,759 | 8,759 | — | $43.96万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $43.91万 | 0.11% | 455 | -348 | -43.3% | -$33.58万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $42.85万 | 0.11% | 5,721 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $42.76万 | 0.11% | 6,118 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $41.45万 | 0.11% | 6,224 | -923 | -12.9% | -$6.15万 | 减仓 |
| ORCL | ORACLE CORP | $41.37万 | 0.11% | 2,823 | 1,091 | 63.0% | $15.99万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $36.56万 | 0.09% | 1,850 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $35.76万 | 0.09% | 878 | 878 | — | $35.76万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $35.10万 | 0.09% | 4,356 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $35.04万 | 0.09% | 2,889 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $35.02万 | 0.09% | 1,846 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $34.67万 | 0.09% | 2,901 | -3 | -0.1% | -$359 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $32.03万 | 0.08% | 1,261 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $31.99万 | 0.08% | 300 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $30.07万 | 0.08% | 2,560 | -581 | -18.5% | -$6.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.15万 | 0.07% | 583 | -5 | -0.9% | -$2,500 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $28.79万 | 0.07% | 3,252 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $27.46万 | 0.07% | 727 | -417 | -36.5% | -$15.75万 | 减仓 |
| ISHG | ISHARES TR | $27.14万 | 0.07% | 3,656 | 332 | 10.0% | $2.46万 | 加仓 |
| RPM | RPM INTL INC | $26.95万 | 0.07% | 2,425 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $26.29万 | 0.07% | 1,306 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $24.64万 | 0.06% | 5,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $24.63万 | 0.06% | 979 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $23.07万 | 0.06% | 1,516 | -454 | -23.0% | -$6.91万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $22.82万 | 0.06% | 1,438 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $21.70万 | 0.06% | 912 | 912 | — | $21.70万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.22万 | 0.05% | 1,483 | -58 | -3.8% | -$8,300 | 重新持有 |
| MS | MORGAN STANLEY | $20.42万 | 0.05% | 977 | -651 | -40.0% | -$13.61万 | 减仓 |
| ITOT | ISHARES TR | $20.09万 | 0.05% | 1,223 | 1,223 | — | $20.09万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.04万 | 0.05% | 2,283 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $3.28万 | 0.01% | 22,474 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -3,861 | -100.0% | -$230.71万 | 清仓 |
| — | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -4,200 | -100.0% | -$106.59万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -476 | -100.0% | -$27.23万 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -404 | -100.0% | -$22.70万 | 清仓 |