Guidance Point Advisors, LLC
Wellesley MA · SEC CIK 0001767710
$4.22亿2026Q1 申报市值
96持仓数
67.9%前十大占比 · 第一大 27.9%
3 / 2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
IBCA 加仓+$107.82万
IVV 加仓+$79.98万
IBDZ 加仓+$61.42万
AVGO 加仓+$49.57万
IBDY 加仓+$34.43万
2026Q1 卖出最多 按季末市值估算
APUE 清仓-$20.05万
AAAU 减仓-$15.58万
IVW 减仓-$9.36万
IEMG 减仓-$6.46万
IBDR 减仓-$6.43万
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 |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | $1.18亿 | 27.94% | 401,007 | 2 | 0.0% | $588 | 加仓 |
| IVV | ISHARES TR | $5,398.56万 | 12.79% | 82,550 | 1,223 | 1.5% | $79.98万 | 加仓 |
| IEFA | ISHARES TR | $2,127.30万 | 5.04% | 234,919 | 565 | 0.2% | $5.12万 | 加仓 |
| IVW | ISHARES TR | $2,118.78万 | 5.02% | 187,266 | -827 | -0.4% | -$9.36万 | 减仓 |
| IJH | ISHARES TR | $1,687.68万 | 4.00% | 249,838 | 119 | 0.0% | $8,039 | 加仓 |
| IJR | ISHARES TR | $1,569.91万 | 3.72% | 126,226 | 1,644 | 1.3% | $20.45万 | 加仓 |
| IVE | ISHARES TR | $1,301.08万 | 3.08% | 61,561 | -85 | -0.1% | -$1.80万 | 减仓 |
| IBDV | ISHARES TR | $904.35万 | 2.14% | 413,119 | 15,503 | 3.9% | $33.94万 | 加仓 |
| IBDW | ISHARES TR | $883.57万 | 2.09% | 422,142 | 14,361 | 3.5% | $30.06万 | 加仓 |
| IEMG | ISHARES INC | $861.46万 | 2.04% | 123,447 | -926 | -0.7% | -$6.46万 | 减仓 |
| IBDX | ISHARES TR | $797.72万 | 1.89% | 315,676 | 11,699 | 3.8% | $29.56万 | 加仓 |
| IBDU | ISHARES TR | $749.67万 | 1.78% | 322,288 | 7,931 | 2.5% | $18.45万 | 加仓 |
| IBDZ | ISHARES TR | $733.35万 | 1.74% | 281,408 | 23,567 | 9.1% | $61.42万 | 加仓 |
| IBDY | ISHARES TR | $719.36万 | 1.70% | 278,279 | 13,318 | 5.0% | $34.43万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $696.52万 | 1.65% | 10,704 | 202 | 1.9% | $13.14万 | 加仓 |
| IBCA | ISHARES TR | $676.12万 | 1.60% | 263,698 | 42,051 | 19.0% | $107.82万 | 加仓 |
| IBDT | ISHARES TR | $639.08万 | 1.51% | 252,277 | 9,757 | 4.0% | $24.72万 | 加仓 |
| IJK | ISHARES TR | $598.51万 | 1.42% | 59,470 | -146 | -0.2% | -$1.47万 | 减仓 |
| IBDS | ISHARES TR | $526.60万 | 1.25% | 217,238 | 5,877 | 2.8% | $14.25万 | 加仓 |
| IBDR | ISHARES TR | $500.39万 | 1.19% | 206,430 | -2,651 | -1.3% | -$6.43万 | 减仓 |
| IJT | ISHARES TR | $437.83万 | 1.04% | 30,247 | -164 | -0.5% | -$2.37万 | 减仓 |
| IWF | ISHARES TR | $405.81万 | 0.96% | 9,511 | 5 | 0.1% | $2,133 | 加仓 |
| IXUS | ISHARES TR | $400.94万 | 0.95% | 46,267 | 3,621 | 8.5% | $31.38万 | 加仓 |
| DVY | ISHARES TR | $366.90万 | 0.87% | 24,199 | 234 | 1.0% | $3.55万 | 加仓 |
| DGRO | ISHARES TR | $360.76万 | 0.85% | 51,398 | 59 | 0.1% | $4,141 | 加仓 |
| IUSV | ISHARES TR | $292.23万 | 0.69% | 28,577 | 562 | 2.0% | $5.75万 | 加仓 |
| IJJ | ISHARES TR | $268.23万 | 0.64% | 20,231 | 67 | 0.3% | $8,883 | 加仓 |
| ITOT | ISHARES TR | $221.06万 | 0.52% | 15,520 | 278 | 1.8% | $3.96万 | 加仓 |
| VPU | VANGUARD WORLD FD | $210.78万 | 0.50% | 10,622 | 194 | 1.9% | $3.85万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $196.12万 | 0.46% | 9,026 | 24 | 0.3% | $5,215 | 加仓 |
| AAPL | APPLE INC | $193.95万 | 0.46% | 7,639 | -152 | -2.0% | -$3.86万 | 减仓 |
| SHYG | ISHARES TR | $146.24万 | 0.35% | 34,554 | 1,426 | 4.3% | $6.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $141.23万 | 0.33% | 3,811 | -103 | -2.6% | -$3.82万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $139.13万 | 0.33% | 30,121 | -3,373 | -10.1% | -$15.58万 | 减仓 |
| SCZ | ISHARES TR | $134.27万 | 0.32% | 17,104 | -174 | -1.0% | -$1.37万 | 减仓 |
| AVGO | BROADCOM INC | $123.81万 | 0.29% | 3,999 | 1,601 | 66.8% | $49.57万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $115.66万 | 0.27% | 6,276 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $110.08万 | 0.26% | 3,499 | 17 | 0.5% | $5,348 | 加仓 |
| QQQ | INVESCO QQQ TR | $107.46万 | 0.25% | 1,858 | -59 | -3.1% | -$3.41万 | 减仓 |
| USMV | ISHARES TR | $106.72万 | 0.25% | 11,507 | 581 | 5.3% | $5.39万 | 加仓 |
| IWD | ISHARES TR | $97.26万 | 0.23% | 4,542 | 15 | 0.3% | $3,212 | 加仓 |
| IYR | ISHARES TR | $95.27万 | 0.23% | 10,066 | -52 | -0.5% | -$4,922 | 减仓 |
| FLOT | ISHARES TR | $92.11万 | 0.22% | 18,069 | 1,068 | 6.3% | $5.44万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $88.60万 | 0.21% | 8,842 | 5 | 0.1% | $501 | 加仓 |
| IWN | ISHARES TR | $88.13万 | 0.21% | 4,641 | 9 | 0.2% | $1,709 | 加仓 |
| EFA | ISHARES TR | $83.19万 | 0.20% | 8,561 | 132 | 1.6% | $1.28万 | 加仓 |
| IWM | ISHARES TR | $63.99万 | 0.15% | 2,578 | 2 | 0.1% | $496 | 加仓 |
| IGSB | ISHARES TR | $61.38万 | 0.15% | 11,676 | 5,491 | 88.8% | $28.87万 | 加仓 |
| PFF | ISHARES TR | $60.38万 | 0.14% | 19,908 | 126 | 0.6% | $3,821 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $59.46万 | 0.14% | 1,281 | 3 | 0.2% | $1,392 | 加仓 |
| IGM | ISHARES TR | $57.70万 | 0.14% | 4,866 | 1 | 0.0% | $119 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.14万 | 0.14% | 2,652 | 14 | 0.5% | $3,017 | 加仓 |
| PG | PROCTER & GAMBLE CO | $56.95万 | 0.13% | 3,941 | 18 | 0.5% | $2,601 | 加仓 |
| IBHH | ISHARES TR | $56.77万 | 0.13% | 24,183 | 6,427 | 36.2% | $15.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $56.49万 | 0.13% | 3,237 | -79 | -2.4% | -$1.38万 | 减仓 |
| IBHG | ISHARES TR | $56.08万 | 0.13% | 25,335 | 3,800 | 17.6% | $8.41万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $52.99万 | 0.13% | 1,297 | 8 | 0.6% | $3,268 | 加仓 |
| IWS | ISHARES TR | $52.47万 | 0.12% | 3,600 | 11 | 0.3% | $1,603 | 加仓 |
| GOOGL | ALPHABET INC | $49.82万 | 0.12% | 1,731 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $49.48万 | 0.12% | 10,148 | -86 | -0.8% | -$4,193 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $46.73万 | 0.11% | 7,912 | 403 | 5.4% | $2.38万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $46.44万 | 0.11% | 3,494 | -51 | -1.4% | -$6,779 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.36万 | 0.11% | 967 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $43.24万 | 0.10% | 1,003 | -15 | -1.5% | -$6,467 | 减仓 |
| LRCX | LAM RESEARCH CORP | $43.21万 | 0.10% | 2,022 | 4 | 0.2% | $855 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $41.89万 | 0.10% | 6,533 | 44 | 0.7% | $2,822 | 加仓 |
| EFG | ISHARES TR | $40.79万 | 0.10% | 3,663 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $38.21万 | 0.09% | 4,122 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $37.86万 | 0.09% | 3,893 | 1 | 0.0% | $97 | 加仓 |
| IBTK | ISHARES TR | $36.80万 | 0.09% | 18,662 | 622 | 3.4% | $1.23万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $36.65万 | 0.09% | 1,798 | 8 | 0.4% | $1,631 | 加仓 |
| VGT | VANGUARD WORLD FD | $35.68万 | 0.08% | 509 | 0 | 0.0% | — | 不变 |
| IBTM | ISHARES TR | $33.51万 | 0.08% | 14,615 | 902 | 6.6% | $2.07万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $33.40万 | 0.08% | 333 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $32.62万 | 0.08% | 4,758 | 14 | 0.3% | $960 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $32.19万 | 0.08% | 6,207 | 6,207 | — | $32.19万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $31.89万 | 0.08% | 515 | -2 | -0.4% | -$1,238 | 减仓 |
| ISTB | ISHARES TR | $30.87万 | 0.07% | 6,364 | 429 | 7.2% | $2.08万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $27.70万 | 0.07% | 633 | -4 | -0.6% | -$1,751 | 减仓 |
| IBTL | ISHARES TR | $27.52万 | 0.07% | 13,491 | 608 | 4.7% | $1.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $25.97万 | 0.06% | 1,060 | 28 | 2.7% | $6,859 | 加仓 |
| IBTJ | ISHARES TR | $25.90万 | 0.06% | 11,858 | 551 | 4.9% | $1.20万 | 加仓 |
| AMZN | AMAZON COM INC | $25.55万 | 0.06% | 1,227 | 4 | 0.3% | $833 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $25.39万 | 0.06% | 2,855 | 19 | 0.7% | $1,690 | 加仓 |
| IJS | ISHARES TR | $25.28万 | 0.06% | 2,129 | 6 | 0.3% | $712 | 加仓 |
| IBTI | ISHARES TR | $23.53万 | 0.06% | 10,558 | 540 | 5.4% | $1.20万 | 加仓 |
| IBTG | ISHARES TR | $23.49万 | 0.06% | 10,249 | 521 | 5.4% | $1.19万 | 加仓 |
| IBTH | ISHARES TR | $23.46万 | 0.06% | 10,458 | 534 | 5.4% | $1.20万 | 加仓 |
| IYH | ISHARES TR | $22.34万 | 0.05% | 3,623 | -551 | -13.2% | -$3.40万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $22.07万 | 0.05% | 1,150 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $21.99万 | 0.05% | 4,537 | 16 | 0.4% | $775 | 加仓 |
| EEMA | ISHARES INC | $21.81万 | 0.05% | 2,274 | 20 | 0.9% | $1,918 | 加仓 |
| IBTP | ISHARES TR | $21.22万 | 0.05% | 8,278 | 491 | 6.3% | $1.26万 | 加仓 |
| IYW | ISHARES TR | $21.16万 | 0.05% | 1,166 | 10 | 0.9% | $1,815 | 加仓 |
| VTI | VANGUARD INDEX FDS | $20.85万 | 0.05% | 646 | 646 | — | $20.85万 | 新建仓 |
| IBTO | ISHARES TR | $20.77万 | 0.05% | 8,516 | 8,516 | — | $20.77万 | 新建仓 |
| APUE | TRUST FOR PROFESSIONAL MANAG | $0 | 0.00% | 0 | -4,811 | -100.0% | -$20.05万 | 清仓 |
| — | HYPERFINE INC | $0 | 0.00% | 0 | -10,571 | -100.0% | -$1.04万 | 清仓 |