Guardian Financial Partners, LLC
ORANGE CA · SEC CIK 0001723514
$2.57亿2026Q2 申报市值
69持仓数
56.7%前十大占比 · 第一大 8.6%
6 / 5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
JSI 加仓+$149.87万
CLOZ 加仓+$110.21万
SMTH 加仓+$87.57万
VRT 新建仓+$54.24万
JAAA 加仓+$50.83万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$129.12万
NVDA 减仓-$102.15万
SCHF 减仓-$79.81万
SCHZ 减仓-$62.00万
SCHB 清仓-$28.62万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,402 | -100.0% | -$28.62万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -170 | -100.0% | -$22.45万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,281 | -100.0% | -$21.73万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -651 | -100.0% | -$2.50万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $0 | 0.00% | 0 | -22,800 | -100.0% | -$2,639 | 清仓 |
| PWR | QUANTA SVCS INC | $21.60万 | 0.08% | 300 | 300 | — | $21.60万 | 新建仓 |
| AMZN | AMAZON COM INC | $24.19万 | 0.09% | 1,015 | -760 | -42.8% | -$18.11万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $24.41万 | 0.09% | 10,781 | -777 | -6.7% | -$1.76万 | 减仓 |
| GOOGL | ALPHABET INC | $24.69万 | 0.10% | 691 | -474 | -40.7% | -$16.94万 | 重新持有 |
| GLD | SPDR GOLD TR | $25.38万 | 0.10% | 689 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $28.17万 | 0.11% | 3,204 | -76 | -2.3% | -$6,681 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $30.73万 | 0.12% | 5,000 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $32.04万 | 0.12% | 500 | 500 | — | $32.04万 | 新建仓 |
| IJS | ISHARES TR | $32.85万 | 0.13% | 2,404 | 6 | 0.3% | $820 | 加仓 |
| IJJ | ISHARES TR | $33.57万 | 0.13% | 2,272 | 5 | 0.2% | $739 | 加仓 |
| IVW | ISHARES TR | $37.43万 | 0.15% | 2,721 | 1 | 0.0% | $138 | 加仓 |
| LRCX | LAM RESEARCH CORP | $39.49万 | 0.15% | 911 | 911 | — | $39.49万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $42.08万 | 0.16% | 15,881 | -917 | -5.5% | -$2.43万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.83万 | 0.17% | 1,339 | -83 | -5.8% | -$2.72万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $45.26万 | 0.18% | 2,127 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $46.17万 | 0.18% | 400 | 400 | — | $46.17万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.61万 | 0.19% | 854 | 854 | — | $49.61万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $54.24万 | 0.21% | 1,620 | 1,620 | — | $54.24万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $56.38万 | 0.22% | 9,446 | -1,655 | -14.9% | -$9.88万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $58.14万 | 0.23% | 1,462 | -4 | -0.3% | -$1,591 | 减仓 |
| PG | PROCTER & GAMBLE CO | $59.17万 | 0.23% | 4,035 | 28 | 0.7% | $4,106 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $63.28万 | 0.25% | 1,325 | 325 | 32.5% | $15.52万 | 加仓 |
| TSLA | TESLA INC | $63.55万 | 0.25% | 1,511 | -102 | -6.3% | -$4.29万 | 减仓 |
| LLY | ELI LILLY & CO | $66.57万 | 0.26% | 555 | 37 | 7.1% | $4.44万 | 加仓 |
| AVGO | BROADCOM INC | $70.73万 | 0.28% | 1,872 | -42 | -2.2% | -$1.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $72.19万 | 0.28% | 10,133 | -433 | -4.1% | -$3.08万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $84.96万 | 0.33% | 17,497 | 485 | 2.9% | $2.36万 | 加仓 |
| GEV | GE VERNOVA INC | $86.83万 | 0.34% | 739 | 7 | 1.0% | $8,225 | 加仓 |
| VO | VANGUARD INDEX FDS | $87.34万 | 0.34% | 10,840 | -1,484 | -12.0% | -$11.96万 | 减仓 |
| IVV | ISHARES TR | $90.78万 | 0.35% | 1,212 | -194 | -13.8% | -$14.53万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $99.77万 | 0.39% | 41,331 | -3,950 | -8.7% | -$9.54万 | 减仓 |
| HD | HOME DEPOT INC | $105.52万 | 0.41% | 2,992 | 1 | 0.0% | $353 | 加仓 |
| IVE | ISHARES TR | $106.22万 | 0.41% | 4,678 | 16 | 0.3% | $3,633 | 加仓 |
| IWM | ISHARES TR | $111.89万 | 0.44% | 3,724 | -252 | -6.3% | -$7.57万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $116.04万 | 0.45% | 5,799 | -5,105 | -46.8% | -$102.15万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $116.67万 | 0.45% | 3,153 | 264 | 9.1% | $9.77万 | 加仓 |
| SGOV | ISHARES TR | $128.84万 | 0.50% | 12,798 | -300 | -2.3% | -$3.02万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $146.27万 | 0.57% | 36,861 | 844 | 2.3% | $3.35万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $163.42万 | 0.64% | 1,747 | -16 | -0.9% | -$1.50万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $170.46万 | 0.66% | 44,786 | 1,697 | 3.9% | $6.46万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $181.61万 | 0.71% | 37,741 | 32 | 0.1% | $1,540 | 加仓 |
| MSFT | MICROSOFT CORP | $187.14万 | 0.73% | 5,017 | 177 | 3.7% | $6.60万 | 加仓 |
| EIX | EDISON INTL | $194.89万 | 0.76% | 26,177 | -2,002 | -7.1% | -$14.91万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $267.63万 | 1.04% | 47,385 | 2,317 | 5.1% | $13.09万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $290.17万 | 1.13% | 122,537 | 220 | 0.2% | $5,210 | 加仓 |
| QDPL | PACER FDS TR | $297.48万 | 1.16% | 66,004 | 1,903 | 3.0% | $8.58万 | 加仓 |
| SPYI | NEOS ETF TRUST | $308.17万 | 1.20% | 58,047 | 2,450 | 4.4% | $13.01万 | 加仓 |
| AAPL | APPLE INC | $361.57万 | 1.41% | 12,496 | -989 | -7.3% | -$28.62万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $363.43万 | 1.41% | 100,588 | -2,950 | -2.8% | -$10.66万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $384.37万 | 1.50% | 126,188 | -8,297 | -6.2% | -$25.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $386.40万 | 1.50% | 7,722 | 100 | 1.3% | $5.00万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $440.17万 | 1.71% | 190,304 | -26,803 | -12.3% | -$62.00万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $530.13万 | 2.06% | 17,796 | 1,419 | 8.7% | $42.27万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $555.84万 | 2.16% | 427,239 | 4,534 | 1.1% | $5.90万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $635.47万 | 2.47% | 175,255 | -6,525 | -3.6% | -$23.66万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $683.62万 | 2.66% | 202,016 | -533 | -0.3% | -$1.80万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $706.19万 | 2.75% | 139,867 | 10,067 | 7.8% | $50.83万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $735.08万 | 2.86% | 139,326 | -3,904 | -2.7% | -$20.60万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $851.97万 | 3.32% | 53,912 | 1,627 | 3.1% | $25.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $863.64万 | 3.36% | 272,355 | 9,351 | 3.6% | $29.65万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $865.20万 | 3.37% | 88,106 | 2,712 | 3.2% | $26.63万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $973.58万 | 3.79% | 313,049 | -3,521 | -1.1% | -$10.95万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,237.51万 | 4.82% | 420,492 | -3,745 | -0.9% | -$11.02万 | 减仓 |
| SMTH | ALPS ETF TR | $1,363.38万 | 5.31% | 529,672 | 34,022 | 6.9% | $87.57万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,497.70万 | 5.83% | 20 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $1,750.53万 | 6.81% | 631,962 | -28,812 | -4.4% | -$79.81万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,768.81万 | 6.88% | 25,754 | -1,880 | -6.8% | -$129.12万 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $2,036.60万 | 7.93% | 770,855 | 41,716 | 5.7% | $110.21万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $2,214.71万 | 8.62% | 432,477 | 29,265 | 7.3% | $149.87万 | 加仓 |