Innovative Asset Advisors Group, LLC
SHELTON CT · SEC CIK 0002127147
$2.47亿2026Q1 申报市值
1,039持仓数
54.7%前十大占比 · 第一大 30.4%
0 / 0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
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $100.25万 | 0.41% | 20,048 | — | — | — | — |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $111.85万 | 0.45% | 32,926 | — | — | — | — |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $114.41万 | 0.46% | 31,124 | — | — | — | — |
| ORCL | ORACLE CORP COM | $114.97万 | 0.47% | 7,815 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO COM | $116.80万 | 0.47% | 3,971 | — | — | — | — |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $117.62万 | 0.48% | 19,200 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON COM | $125.23万 | 0.51% | 5,123 | — | — | — | — |
| META | META PLATFORMS INC CL A | $130.68万 | 0.53% | 2,284 | — | — | — | — |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $131.14万 | 0.53% | 17,007 | — | — | — | — |
| PFE | PFIZER INC COM | $131.47万 | 0.53% | 46,820 | — | — | — | — |
| STLD | STEEL DYNAMICS INC COM | $134.19万 | 0.54% | 7,433 | — | — | — | — |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $139.28万 | 0.56% | 30,868 | — | — | — | — |
| CVX | CHEVRON CORPORATION COM | $139.74万 | 0.57% | 6,754 | — | — | — | — |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $141.29万 | 0.57% | 2,025 | — | — | — | — |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF | $141.98万 | 0.57% | 14,410 | — | — | — | — |
| BE | BLOOM ENERGY CORP COM CL A | $143.97万 | 0.58% | 10,626 | — | — | — | — |
| CAT | CATERPILLAR INC COM | $151.02万 | 0.61% | 2,132 | — | — | — | — |
| TSLA | TESLA INC COM | $154.54万 | 0.63% | 4,157 | — | — | — | — |
| VV | VANGUARD LARGE-CAP ETF | $154.57万 | 0.63% | 5,172 | — | — | — | — |
| LMT | LOCKHEED MARTIN CORP COM | $157.46万 | 0.64% | 2,605 | — | — | — | — |
| HD | HOME DEPOT INC COM | $170.49万 | 0.69% | 5,184 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC COM | $173.71万 | 0.70% | 8,539 | — | — | — | — |
| VRT | VERTIV HOLDINGS CO COM CL A | $184.16万 | 0.75% | 7,349 | — | — | — | — |
| — | EXXON MOBIL CORP COM | $185.38万 | 0.75% | 10,927 | — | — | — | — |
| VOO | VANGUARD S&P 500 ETF | $190.16万 | 0.77% | 3,182 | — | — | — | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $193.98万 | 0.79% | 4,048 | — | — | — | — |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $196.66万 | 0.80% | 13,444 | — | — | — | — |
| RTX | RTX CORPORATION COM | $201.20万 | 0.81% | 10,430 | — | — | — | — |
| GOOGL | ALPHABET INC CAP STK CL A | $211.39万 | 0.86% | 7,351 | — | — | — | — |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $251.15万 | 1.02% | 64,629 | — | — | — | — |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $253.17万 | 1.02% | 24,400 | — | — | — | — |
| GLD | SPDR GOLD SHARES | $302.06万 | 1.22% | 7,020 | — | — | — | — |
| AVGO | BROADCOM INC COM | $342.06万 | 1.38% | 11,052 | — | — | — | — |
| GOOG | ALPHABET INC CAP STK CL C | $342.91万 | 1.39% | 11,954 | — | — | — | — |
| AMZN | AMAZON COM INC COM | $444.59万 | 1.80% | 21,347 | — | — | — | — |
| MSFT | MICROSOFT CORP COM | $647.87万 | 2.62% | 17,502 | — | — | — | — |
| AAPL | APPLE INC COM | $880.37万 | 3.56% | 34,689 | — | — | — | — |
| NVDA | NVIDIA CORPORATION COM | $2,538.97万 | 10.28% | 145,575 | — | — | — | — |
| AEP | AMERICAN ELEC PWR CO INC COM | $7,515.72万 | 30.42% | 573,369 | — | — | — | — |