Guidance Point Advisors, LLC
Wellesley MA · SEC CIK 0001767710
$4.74亿2026Q2 申报市值
102持仓数
68.0%前十大占比 · 第一大 27.7%
6 / 0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
IGSB 加仓+$63.79万
IEFA 加仓+$56.98万
IBHI 新建仓+$48.96万
IBDU 加仓+$44.65万
MU 新建仓+$42.13万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$63.13万
IJR 减仓-$28.95万
IEMG 减仓-$8.71万
DGRO 减仓-$5.89万
PFF 减仓-$4.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $21.18万 | 0.04% | 307 | 307 | — | $21.18万 | 新建仓 |
| — | ISHARES TR | $21.42万 | 0.05% | 8,091 | 8,091 | — | $21.42万 | 新建仓 |
| IBTO | ISHARES TR | $21.62万 | 0.05% | 8,961 | 445 | 5.2% | $1.07万 | 加仓 |
| IBTP | ISHARES TR | $21.65万 | 0.05% | 8,530 | 252 | 3.0% | $6,397 | 加仓 |
| IYH | ISHARES TR | $23.20万 | 0.05% | 3,462 | -161 | -4.4% | -$1.08万 | 减仓 |
| IBTI | ISHARES TR | $23.92万 | 0.05% | 10,803 | 245 | 2.3% | $5,424 | 加仓 |
| IBTH | ISHARES TR | $23.93万 | 0.05% | 10,699 | 241 | 2.3% | $5,391 | 加仓 |
| IBTG | ISHARES TR | $23.99万 | 0.05% | 10,482 | 233 | 2.3% | $5,333 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.19万 | 0.05% | 506 | 506 | — | $24.19万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.47万 | 0.05% | 1,150 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $25.05万 | 0.05% | 4,553 | 16 | 0.4% | $880 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.99万 | 0.05% | 700 | 54 | 8.4% | $2.00万 | 加仓 |
| IBTJ | ISHARES TR | $26.22万 | 0.06% | 12,112 | 254 | 2.1% | $5,499 | 加仓 |
| EEMA | ISHARES INC | $26.52万 | 0.06% | 2,264 | -10 | -0.4% | -$1,171 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $27.11万 | 0.06% | 1,066 | 6 | 0.6% | $1,526 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $27.62万 | 0.06% | 2,857 | 2 | 0.1% | $193 | 加仓 |
| IBTL | ISHARES TR | $27.89万 | 0.06% | 13,815 | 324 | 2.4% | $6,542 | 加仓 |
| AMZN | AMAZON COM INC | $29.24万 | 0.06% | 1,227 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $29.43万 | 0.06% | 1,166 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $29.82万 | 0.06% | 2,177 | 48 | 2.3% | $6,574 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $30.38万 | 0.06% | 13,584 | 13,584 | — | $30.38万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $31.37万 | 0.07% | 335 | 2 | 0.6% | $1,873 | 加仓 |
| GLDM | WORLD GOLD TR | $32.74万 | 0.07% | 4,122 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $32.82万 | 0.07% | 3,808 | 10 | 0.3% | $862 | 加仓 |
| IBTM | ISHARES TR | $34.32万 | 0.07% | 15,121 | 506 | 3.5% | $1.15万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $36.40万 | 0.08% | 515 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $36.52万 | 0.08% | 4,792 | 34 | 0.7% | $2,591 | 加仓 |
| GLD | SPDR GOLD TR | $37.35万 | 0.08% | 1,012 | 9 | 0.9% | $3,322 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $37.47万 | 0.08% | 7,336 | -576 | -7.3% | -$2.94万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $39.59万 | 0.08% | 1,805 | 7 | 0.4% | $1,535 | 加仓 |
| ISTB | ISHARES TR | $39.93万 | 0.08% | 8,267 | 1,903 | 29.9% | $9.19万 | 加仓 |
| IBTK | ISHARES TR | $40.11万 | 0.08% | 20,529 | 1,867 | 10.0% | $3.65万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $42.13万 | 0.09% | 365 | 365 | — | $42.13万 | 新建仓 |
| IWR | ISHARES TR | $42.97万 | 0.09% | 3,894 | 1 | 0.0% | $110 | 加仓 |
| EFG | ISHARES TR | $45.58万 | 0.10% | 3,663 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $46.65万 | 0.10% | 6,542 | 9 | 0.1% | $642 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.41万 | 0.10% | 967 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $48.96万 | 0.10% | 4,094 | 22 | 0.5% | $2,631 | 加仓 |
| IBHI | ISHARES TR | $48.96万 | 0.10% | 20,925 | 20,925 | — | $48.96万 | 新建仓 |
| BAC | BANK OF AMER CORP | $56.48万 | 0.12% | 9,910 | -238 | -2.3% | -$1.36万 | 减仓 |
| PFF | ISHARES TR | $56.60万 | 0.12% | 18,557 | -1,351 | -6.8% | -$4.12万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $57.92万 | 0.12% | 3,949 | 8 | 0.2% | $1,173 | 加仓 |
| IWS | ISHARES TR | $59.45万 | 0.13% | 3,611 | 11 | 0.3% | $1,811 | 加仓 |
| GOOGL | ALPHABET INC | $61.93万 | 0.13% | 1,732 | 1 | 0.1% | $358 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.14万 | 0.13% | 2,664 | 12 | 0.5% | $2,844 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $64.79万 | 0.14% | 7,838 | 56 | 0.7% | $4,629 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $66.35万 | 0.14% | 3,481 | -13 | -0.4% | -$2,478 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $67.21万 | 0.14% | 1,285 | 4 | 0.3% | $2,092 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $68.38万 | 0.14% | 13,163 | 6,956 | 112.1% | $36.13万 | 加仓 |
| IBHG | ISHARES TR | $69.31万 | 0.15% | 31,377 | 6,042 | 23.8% | $13.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $72.83万 | 0.15% | 3,637 | 400 | 12.4% | $8.01万 | 加仓 |
| IWM | ISHARES TR | $77.50万 | 0.16% | 2,577 | -1 | -0.0% | -$301 | 减仓 |
| IGM | ISHARES TR | $79.67万 | 0.17% | 4,869 | 3 | 0.1% | $491 | 加仓 |
| IBHH | ISHARES TR | $83.93万 | 0.18% | 35,701 | 11,518 | 47.6% | $27.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $87.74万 | 0.19% | 2,024 | 2 | 0.1% | $867 | 加仓 |
| EFA | ISHARES TR | $90.98万 | 0.19% | 8,755 | 194 | 2.3% | $2.02万 | 加仓 |
| FLOT | ISHARES TR | $99.62万 | 0.21% | 19,505 | 1,436 | 7.9% | $7.33万 | 加仓 |
| IYR | ISHARES TR | $100.73万 | 0.21% | 9,841 | -225 | -2.2% | -$2.30万 | 减仓 |
| IWN | ISHARES TR | $101.23万 | 0.21% | 4,568 | -73 | -1.6% | -$1.62万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $107.47万 | 0.23% | 8,849 | 7 | 0.1% | $850 | 加仓 |
| IWD | ISHARES TR | $108.29万 | 0.23% | 4,459 | -83 | -1.8% | -$2.02万 | 减仓 |
| USMV | ISHARES TR | $115.80万 | 0.24% | 12,003 | 496 | 4.3% | $4.79万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $124.02万 | 0.26% | 6,276 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $125.01万 | 0.26% | 23,841 | 12,165 | 104.2% | $63.79万 | 加仓 |
| IWO | ISHARES TR | $135.97万 | 0.29% | 3,441 | -58 | -1.7% | -$2.29万 | 减仓 |
| QQQ | INVESCO QQQ TR | $138.35万 | 0.29% | 1,875 | 17 | 0.9% | $1.25万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $141.24万 | 0.30% | 35,693 | 5,572 | 18.5% | $22.05万 | 加仓 |
| SCZ | ISHARES TR | $142.48万 | 0.30% | 17,301 | 197 | 1.2% | $1.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $143.64万 | 0.30% | 3,847 | 36 | 0.9% | $1.34万 | 加仓 |
| SHYG | ISHARES TR | $153.92万 | 0.33% | 36,281 | 1,727 | 5.0% | $7.33万 | 加仓 |
| AVGO | BROADCOM INC | $166.34万 | 0.35% | 4,402 | 403 | 10.1% | $15.23万 | 加仓 |
| VPU | VANGUARD WORLD FD | $210.36万 | 0.44% | 10,731 | 109 | 1.0% | $2.14万 | 加仓 |
| AAPL | APPLE INC | $219.47万 | 0.46% | 7,582 | -57 | -0.7% | -$1.65万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $219.85万 | 0.46% | 9,046 | 20 | 0.2% | $4,861 | 加仓 |
| ITOT | ISHARES TR | $251.94万 | 0.53% | 15,336 | -184 | -1.2% | -$3.02万 | 减仓 |
| IJJ | ISHARES TR | $298.59万 | 0.63% | 20,202 | -29 | -0.1% | -$4,286 | 减仓 |
| IUSV | ISHARES TR | $315.12万 | 0.67% | 28,606 | 29 | 0.1% | $3,195 | 加仓 |
| DVY | ISHARES TR | $379.47万 | 0.80% | 24,247 | 48 | 0.2% | $7,512 | 加仓 |
| DGRO | ISHARES TR | $383.70万 | 0.81% | 50,621 | -777 | -1.5% | -$5.89万 | 减仓 |
| IXUS | ISHARES TR | $445.13万 | 0.94% | 46,628 | 361 | 0.8% | $3.45万 | 加仓 |
| IWF | ISHARES TR | $469.08万 | 0.99% | 37,769 | -275 | -0.7% | -$3.42万 | 减仓 |
| IBDR | ISHARES TR | $516.99万 | 1.09% | 213,363 | 6,933 | 3.4% | $16.80万 | 加仓 |
| IJT | ISHARES TR | $541.54万 | 1.14% | 30,314 | 67 | 0.2% | $1.20万 | 加仓 |
| IBDS | ISHARES TR | $564.85万 | 1.19% | 233,201 | 15,963 | 7.3% | $38.66万 | 加仓 |
| IBDT | ISHARES TR | $674.09万 | 1.42% | 266,941 | 14,664 | 5.8% | $37.03万 | 加仓 |
| IJK | ISHARES TR | $697.52万 | 1.47% | 59,348 | -122 | -0.2% | -$1.43万 | 减仓 |
| IBCA | ISHARES TR | $712.07万 | 1.50% | 278,043 | 14,345 | 5.4% | $36.74万 | 加仓 |
| IBDY | ISHARES TR | $744.24万 | 1.57% | 289,080 | 10,801 | 3.9% | $27.81万 | 加仓 |
| IBDZ | ISHARES TR | $762.43万 | 1.61% | 292,677 | 11,269 | 4.0% | $29.36万 | 加仓 |
| IBDU | ISHARES TR | $791.12万 | 1.67% | 341,567 | 19,279 | 6.0% | $44.65万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $802.27万 | 1.69% | 10,738 | 34 | 0.3% | $2.54万 | 加仓 |
| IBDX | ISHARES TR | $820.08万 | 1.73% | 325,556 | 9,880 | 3.1% | $24.89万 | 加仓 |
| IBDW | ISHARES TR | $898.51万 | 1.90% | 431,138 | 8,996 | 2.1% | $18.75万 | 加仓 |
| IBDV | ISHARES TR | $941.09万 | 1.99% | 431,677 | 18,558 | 4.5% | $40.46万 | 加仓 |
| IEMG | ISHARES INC | $1,014.48万 | 2.14% | 122,396 | -1,051 | -0.9% | -$8.71万 | 减仓 |
| IVE | ISHARES TR | $1,409.35万 | 2.98% | 62,015 | 454 | 0.7% | $10.32万 | 加仓 |
| IJR | ISHARES TR | $1,844.12万 | 3.89% | 124,275 | -1,951 | -1.5% | -$28.95万 | 减仓 |
| IJH | ISHARES TR | $1,927.12万 | 4.07% | 249,839 | 1 | 0.0% | $77 | 加仓 |
| IEFA | ISHARES TR | $2,326.51万 | 4.91% | 240,817 | 5,898 | 2.5% | $56.98万 | 加仓 |
| IVW | ISHARES TR | $2,580.87万 | 5.45% | 187,601 | 335 | 0.2% | $4.61万 | 加仓 |