Guardian Financial Partners, LLC
ORANGE CA · SEC CIK 0001723514
$2.37亿2026Q1 申报市值
67持仓数
57.1%前十大占比 · 第一大 8.8%
2 / 4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
JSI 加仓+$394.24万
SMTH 加仓+$115.97万
EIX 加仓+$46.66万
FNDX 加仓+$44.92万
JAAA 加仓+$43.19万
2026Q1 卖出最多 按季末市值估算
VYMI 减仓-$140.27万
SCHF 减仓-$113.25万
VOO 减仓-$88.56万
VYM 减仓-$72.15万
FNDF 减仓-$68.27万
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 |
|---|---|---|---|---|---|---|---|---|
| JSI | JANUS DETROIT STR TR | $2,078.56万 | 8.77% | 403,212 | 76,477 | 23.4% | $394.24万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $1,870.24万 | 7.90% | 729,139 | -6,680 | -0.9% | -$17.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,651.25万 | 6.97% | 27,634 | -1,482 | -5.1% | -$88.56万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,635.42万 | 6.90% | 660,774 | -45,756 | -6.5% | -$113.25万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,436.28万 | 6.06% | 20 | 0 | 0.0% | — | 不变 |
| SMTH | ALPS ETF TR | $1,276.55万 | 5.39% | 495,650 | 45,029 | 10.0% | $115.97万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,087.74万 | 4.59% | 424,237 | 12,509 | 3.0% | $32.07万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $881.65万 | 3.72% | 316,570 | 16,130 | 5.4% | $44.92万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $806.90万 | 3.41% | 263,004 | -20,874 | -7.4% | -$64.04万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $804.75万 | 3.40% | 85,394 | -14,884 | -14.8% | -$140.27万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $774.33万 | 3.27% | 52,285 | -4,872 | -8.5% | -$72.15万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $702.11万 | 2.96% | 422,705 | -8 | -0.0% | -$133 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $700.82万 | 2.96% | 143,230 | -13,953 | -8.9% | -$68.27万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $653.80万 | 2.76% | 129,800 | 8,574 | 7.1% | $43.19万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $598.96万 | 2.53% | 181,780 | -2,776 | -1.5% | -$9.15万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $590.03万 | 2.49% | 202,549 | 9,296 | 4.8% | $27.08万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $504.12万 | 2.13% | 217,107 | 9,907 | 4.8% | $23.00万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $365.80万 | 1.54% | 134,485 | -8,023 | -5.6% | -$21.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $365.25万 | 1.54% | 7,622 | 40 | 0.5% | $1.92万 | 加仓 |
| AAPL | APPLE INC | $342.23万 | 1.44% | 13,485 | 20 | 0.1% | $5,076 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $301.09万 | 1.27% | 103,538 | 5,242 | 5.3% | $15.24万 | 加仓 |
| SPYI | NEOS ETF TRUST | $274.48万 | 1.16% | 55,597 | -870 | -1.5% | -$4.30万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $262.86万 | 1.11% | 122,317 | -6,951 | -5.4% | -$14.94万 | 减仓 |
| QDPL | PACER FDS TR | $257.29万 | 1.09% | 64,101 | -2,342 | -3.5% | -$9.40万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $255.45万 | 1.08% | 45,068 | -182 | -0.4% | -$1.03万 | 减仓 |
| EIX | EDISON INTL | $206.21万 | 0.87% | 28,179 | 6,376 | 29.2% | $46.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $190.17万 | 0.80% | 10,904 | -1,558 | -12.5% | -$27.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $179.15万 | 0.76% | 4,840 | -50 | -1.0% | -$1.85万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $176.25万 | 0.74% | 37,709 | 1,549 | 4.3% | $7.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $175.72万 | 0.74% | 1,763 | 2 | 0.1% | $1,993 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $162.21万 | 0.68% | 16,377 | 4 | 0.0% | $396 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $139.74万 | 0.59% | 43,089 | 2,335 | 5.7% | $7.57万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $137.80万 | 0.58% | 36,017 | 1,765 | 5.2% | $6.75万 | 加仓 |
| SGOV | ISHARES TR | $131.84万 | 0.56% | 13,098 | 4,166 | 46.6% | $41.93万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $109.90万 | 0.46% | 45,281 | 3,178 | 7.5% | $7.71万 | 加仓 |
| IWM | ISHARES TR | $98.60万 | 0.42% | 3,976 | 6 | 0.2% | $1,488 | 加仓 |
| IVE | ISHARES TR | $98.44万 | 0.42% | 4,662 | 15 | 0.3% | $3,167 | 加仓 |
| HD | HOME DEPOT INC | $98.36万 | 0.42% | 2,991 | 2 | 0.1% | $658 | 加仓 |
| VTI | VANGUARD INDEX FDS | $92.68万 | 0.39% | 2,889 | 3 | 0.1% | $962 | 加仓 |
| IVV | ISHARES TR | $91.84万 | 0.39% | 1,406 | -212 | -13.1% | -$13.85万 | 减仓 |
| VO | VANGUARD INDEX FDS | $88.48万 | 0.37% | 3,081 | -157 | -4.8% | -$4.51万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $78.87万 | 0.33% | 17,012 | 676 | 4.1% | $3.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $67.71万 | 0.29% | 10,566 | -1,106 | -9.5% | -$7.09万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $67.58万 | 0.29% | 1,466 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $63.90万 | 0.27% | 732 | 103 | 16.4% | $8.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $60.00万 | 0.25% | 11,101 | -440 | -3.8% | -$2.38万 | 减仓 |
| TSLA | TESLA INC | $59.96万 | 0.25% | 1,613 | 105 | 7.0% | $3.90万 | 加仓 |
| AVGO | BROADCOM INC | $59.24万 | 0.25% | 1,914 | -397 | -17.2% | -$12.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $57.87万 | 0.24% | 4,007 | 154 | 4.0% | $2.22万 | 加仓 |
| LLY | ELI LILLY & CO | $47.60万 | 0.20% | 518 | 134 | 34.9% | $12.31万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $44.70万 | 0.19% | 16,798 | 2,889 | 20.8% | $7.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $41.83万 | 0.18% | 1,422 | 6 | 0.4% | $1,765 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.82万 | 0.17% | 2,127 | 227 | 11.9% | $4.36万 | 加仓 |
| AMZN | AMAZON COM INC | $36.97万 | 0.16% | 1,775 | 9 | 0.5% | $1,874 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.80万 | 0.14% | 1,000 | 291 | 41.0% | $9.83万 | 加仓 |
| IVW | ISHARES TR | $30.77万 | 0.13% | 2,720 | 1 | 0.0% | $113 | 加仓 |
| IJJ | ISHARES TR | $30.04万 | 0.13% | 2,267 | 5 | 0.2% | $662 | 加仓 |
| GLD | SPDR GOLD TR | $29.65万 | 0.13% | 689 | -268 | -28.0% | -$11.53万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $28.62万 | 0.12% | 11,402 | 341 | 3.1% | $8,559 | 加仓 |
| IJS | ISHARES TR | $28.40万 | 0.12% | 2,398 | 3 | 0.1% | $355 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $27.76万 | 0.12% | 5,000 | 0 | 0.0% | — | 不变 |
| SCHI | SCHWAB STRATEGIC TR | $26.21万 | 0.11% | 11,558 | 1,295 | 12.6% | $2.94万 | 加仓 |
| MGK | VANGUARD WORLD FD | $24.10万 | 0.10% | 656 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $22.45万 | 0.09% | 170 | 170 | — | $22.45万 | 新建仓 |
| — | EXXON MOBIL CORP | $21.73万 | 0.09% | 1,281 | 1,281 | — | $21.73万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2.50万 | 0.01% | 651 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $2,639 | 0.00% | 22,800 | -12,000 | -34.5% | -$1,389 | 减仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -796 | -100.0% | -$52.56万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TAXX | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -5,289 | -100.0% | -$26.83万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,913 | -100.0% | -$21.77万 | 清仓 |
| TSLA | TESLA INC 看涨期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$1.24万 | 清仓 |