Investment Advisory Group, LLC 13F 持仓 · 2026年Q2
Investment Advisory Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 220 只证券，申报市值合计 4.61 亿美元。前几大持仓：VUG（7.38%）、VYM（6.50%）、DFAC（5.85%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $34.0M | 7.38% | 394,770 | 增持 |
| 2 | VYM | VANGUARD WHITEHALL FDS | $30.0M | 6.50% | 189,527 | 增持 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | $27.0M | 5.85% | 608,039 | 增持 |
| 4 | IVV | ISHARES TR | $19.9M | 4.32% | 26,592 | 增持 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | $17.3M | 3.76% | 211,439 | 增持 |
| 6 | IJR | ISHARES TR | $17.2M | 3.72% | 115,689 | 增持 |
| 7 | IVW | ISHARES TR | $12.8M | 2.79% | 93,411 | 增持 |
| 8 | AAPL | APPLE INC | $9.2M | 2.01% | 31,944 | 增持 |
| 9 | VTV | VANGUARD INDEX FDS | $9.1M | 1.97% | 41,595 | 增持 |
| 10 | ITOT | ISHARES TR | $8.2M | 1.77% | 49,620 | 增持 |
| 11 | AOM | ISHARES TR | $8.1M | 1.75% | 161,473 | 增持 |
| 12 | IJH | ISHARES TR | $6.8M | 1.48% | 88,254 | 增持 |
| 13 | AOK | ISHARES TR | $6.6M | 1.43% | 158,398 | 增持 |
| 14 | DFAX | DIMENSIONAL ETF TRUST | $6.4M | 1.40% | 174,934 | 减持 |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | $6.3M | 1.37% | 26,689 | 增持 |
| 16 | AVLV | AMERICAN CENTY ETF TR | $6.2M | 1.35% | 68,422 | 增持 |
| 17 | USMV | ISHARES TR | $6.1M | 1.33% | 63,504 | 减持 |
| 18 | VYMI | VANGUARD WHITEHALL FDS | $5.9M | 1.29% | 60,410 | 增持 |
| 19 | AMZN | AMAZON COM INC | $5.8M | 1.26% | 24,304 | 减持 |
| 20 | VTI | VANGUARD INDEX FDS | $5.8M | 1.26% | 15,714 | 增持 |
| 21 | DFUV | DIMENSIONAL ETF TRUST | $5.4M | 1.17% | 98,096 | 减持 |
| 22 | DCOR | DIMENSIONAL ETF TRUST | $5.0M | 1.09% | 61,020 | 增持 |
| 23 | FBND | FIDELITY MERRIMACK STR TR | $5.0M | 1.09% | 110,309 | 增持 |
| 24 | QQQ | INVESCO QQQ TR | $4.9M | 1.06% | 6,664 | 增持 |
| 25 | MSFT | MICROSOFT CORP | $4.8M | 1.03% | 12,771 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR