GUARDIAN WEALTH ADVISORS, LLC / NC
RALEIGH NC · SEC CIK 0001901403
$17.82亿2026Q2 申报市值
384持仓数
45.9%前十大占比 · 第一大 11.8%
32 / 262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
ACIO 加仓+$327.22万
DRSK 加仓+$325.45万
ICSH 新建仓+$305.34万
SPSB 新建仓+$301.78万
BSCR 加仓+$281.14万
2026Q2 卖出最多 按季末市值估算
FTSM 减仓-$292.58万
FLOT 清仓-$292.28万
VRIG 清仓-$291.39万
JPST 减仓-$136.18万
BR 减仓-$129.93万
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 |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | $2.10亿 | 11.77% | 4,543,323 | 70,920 | 1.6% | $327.22万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $1.33亿 | 7.46% | 4,621,680 | 113,199 | 2.5% | $325.45万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,387.04万 | 4.71% | 2,849,825 | 77,447 | 2.8% | $227.93万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,864.46万 | 3.85% | 99,947 | 658 | 0.7% | $45.19万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $6,590.98万 | 3.70% | 1,562,215 | 23,672 | 1.5% | $99.87万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6,320.04万 | 3.55% | 1,281,501 | 26,012 | 2.1% | $128.28万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $5,422.22万 | 3.04% | 1,484,319 | 23,243 | 1.6% | $84.91万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $5,394.62万 | 3.03% | 665,509 | 20,114 | 3.1% | $163.04万 | 加仓 |
| FRDM | EA SERIES TRUST | $4,452.09万 | 2.50% | 610,225 | -744 | -0.1% | -$5.43万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,175.87万 | 2.34% | 586,087 | 11,554 | 2.0% | $82.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,931.47万 | 2.21% | 196,485 | -1,663 | -0.8% | -$33.27万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $3,901.74万 | 2.19% | 2,020,581 | -37,632 | -1.8% | -$72.67万 | 减仓 |
| AAPL | APPLE INC | $3,114.75万 | 1.75% | 107,643 | -64 | -0.1% | -$1.85万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,898.95万 | 1.63% | 617,587 | 3,113 | 0.5% | $14.61万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $2,885.82万 | 1.62% | 305,636 | 8,986 | 3.0% | $84.85万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,466.15万 | 1.38% | 571,663 | 24,311 | 4.4% | $104.88万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $2,356.82万 | 1.32% | 423,537 | 9,173 | 2.2% | $51.04万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $2,032.39万 | 1.14% | 488,028 | 8,488 | 1.8% | $35.35万 | 加仓 |
| IVV | ISHARES TR | $1,875.57万 | 1.05% | 25,045 | 687 | 2.8% | $51.45万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,680.62万 | 0.94% | 22,505 | -986 | -4.2% | -$73.63万 | 减仓 |
| AVGO | BROADCOM INC | $1,603.57万 | 0.90% | 42,451 | 5,667 | 15.4% | $214.07万 | 加仓 |
| GOOGL | ALPHABET INC | $1,568.73万 | 0.88% | 43,897 | -105 | -0.2% | -$3.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,531.40万 | 0.86% | 41,054 | 110 | 0.3% | $4.10万 | 加仓 |
| USFR | WISDOMTREE TR | $1,412.15万 | 0.79% | 280,466 | 5,305 | 1.9% | $26.71万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $1,399.59万 | 0.79% | 306,991 | -1,625 | -0.5% | -$7.41万 | 减仓 |
| ITOT | ISHARES TR | $1,394.67万 | 0.78% | 84,901 | 1,523 | 1.8% | $25.02万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,393.19万 | 0.78% | 337,743 | -7,912 | -2.3% | -$32.64万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,386.93万 | 0.78% | 27,717 | -9 | -0.0% | -$4,504 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $1,369.56万 | 0.77% | 623,093 | -382 | -0.1% | -$8,396 | 减仓 |
| EFV | ISHARES TR | $1,340.99万 | 0.75% | 175,178 | 4,011 | 2.3% | $30.70万 | 加仓 |
| TSLA | TESLA INC | $1,333.12万 | 0.75% | 31,696 | -158 | -0.5% | -$6.65万 | 减仓 |
| AMZN | AMAZON COM INC | $1,282.61万 | 0.72% | 53,814 | 819 | 1.5% | $19.52万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,021.50万 | 0.57% | 180,861 | -15,347 | -7.8% | -$86.68万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $989.83万 | 0.56% | 112,634 | 2,592 | 2.4% | $22.78万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $935.14万 | 0.52% | 28,569 | -23 | -0.1% | -$7,529 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $882.28万 | 0.50% | 85,475 | -11,701 | -12.0% | -$120.78万 | 减仓 |
| QUAL | ISHARES TR | $847.21万 | 0.48% | 38,609 | 617 | 1.6% | $13.54万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $774.51万 | 0.43% | 90,597 | 2,042 | 2.3% | $17.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $770.53万 | 0.43% | 20,823 | 759 | 3.8% | $28.09万 | 加仓 |
| SH | PROSHARES TR | $769.77万 | 0.43% | 233,122 | 37,914 | 19.4% | $125.19万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $750.57万 | 0.42% | 141,938 | -16,813 | -10.6% | -$88.91万 | 减仓 |
| V | VISA INC | $739.16万 | 0.41% | 21,544 | 150 | 0.7% | $5.15万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $730.93万 | 0.41% | 154,858 | -6,659 | -4.1% | -$31.43万 | 减仓 |
| BOXX | EA SERIES TRUST | $718.44万 | 0.40% | 61,358 | 2,351 | 4.0% | $27.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $709.70万 | 0.40% | 9,634 | 308 | 3.3% | $22.69万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $685.44万 | 0.38% | 53,629 | 1,045 | 2.0% | $13.36万 | 加仓 |
| INFL | LISTED FDS TR | $641.61万 | 0.36% | 128,631 | 11,924 | 10.2% | $59.48万 | 加仓 |
| WMT | WALMART INC | $641.54万 | 0.36% | 56,643 | -572 | -1.0% | -$6.48万 | 减仓 |
| HD | HOME DEPOT INC | $613.30万 | 0.34% | 17,390 | 302 | 1.8% | $10.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $607.33万 | 0.34% | 75,380 | 2,124 | 2.9% | $17.11万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $597.33万 | 0.34% | 25,244 | 45 | 0.2% | $1.06万 | 加仓 |
| LLY | ELI LILLY & CO | $587.48万 | 0.33% | 4,898 | 383 | 8.5% | $45.94万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $584.40万 | 0.33% | 449,196 | 46,926 | 11.7% | $61.05万 | 加仓 |
| GOOG | ALPHABET INC | $582.48万 | 0.33% | 16,485 | 536 | 3.4% | $18.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $567.56万 | 0.32% | 11,700 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $556.37万 | 0.31% | 131,809 | 17,114 | 14.9% | $72.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $552.21万 | 0.31% | 4,784 | 608 | 14.6% | $70.18万 | 加仓 |
| PWR | QUANTA SVCS INC | $480.23万 | 0.27% | 6,670 | -292 | -4.2% | -$21.02万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $476.29万 | 0.27% | 184,467 | 6,738 | 3.8% | $17.40万 | 加仓 |
| DGRO | ISHARES TR | $471.41万 | 0.26% | 62,200 | -1,201 | -1.9% | -$9.10万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $436.61万 | 0.25% | 7,516 | 52 | 0.7% | $3.02万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $431.19万 | 0.24% | 102,787 | 14,320 | 16.2% | $60.07万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $397.18万 | 0.22% | 202,489 | 143,331 | 242.3% | $281.14万 | 加仓 |
| IWB | ISHARES TR | $390.77万 | 0.22% | 9,543 | -488 | -4.9% | -$19.98万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $390.64万 | 0.22% | 200,070 | -1,183 | -0.6% | -$2.31万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $390.57万 | 0.22% | 24,472 | -393 | -1.6% | -$6.27万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $388.05万 | 0.22% | 7,428 | -56 | -0.7% | -$2.93万 | 减仓 |
| TFC | TRUIST FINL CORP | $373.65万 | 0.21% | 75,001 | 90 | 0.1% | $4,484 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $371.58万 | 0.21% | 84,278 | 750 | 0.9% | $3.31万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $359.46万 | 0.20% | 38,273 | 53 | 0.1% | $4,978 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $358.68万 | 0.20% | 70,928 | -26,929 | -27.5% | -$136.18万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $358.02万 | 0.20% | 71,176 | -7,069 | -9.0% | -$35.56万 | 减仓 |
| HD | HOME DEPOT INC 看跌期权 | $353.06万 | 0.20% | 10,600 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $349.62万 | 0.20% | 6,053 | -36 | -0.6% | -$2.08万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $337.24万 | 0.19% | 17,800 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR ETFS TRUST | $337.18万 | 0.19% | 98,390 | 63,950 | 185.7% | $219.16万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $329.78万 | 0.19% | 121,915 | -23,054 | -15.9% | -$62.36万 | 减仓 |
| — | ETF SER SOLUTIONS | $328.22万 | 0.18% | 120,537 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $318.54万 | 0.18% | 115,498 | 72,196 | 166.7% | $199.12万 | 加仓 |
| CAT | CATERPILLAR INC | $309.82万 | 0.17% | 2,909 | -1,193 | -29.1% | -$127.06万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $309.36万 | 0.17% | 65,300 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $309.06万 | 0.17% | 14,148 | -194 | -1.4% | -$4.24万 | 减仓 |
| USMV | ISHARES TR | $309.03万 | 0.17% | 32,037 | -216 | -0.7% | -$2.08万 | 减仓 |
| ICSH | ISHARES TR | $305.34万 | 0.17% | 60,367 | 60,367 | — | $305.34万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $301.83万 | 0.17% | 162,493 | -679 | -0.4% | -$1.26万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $301.78万 | 0.17% | 100,560 | 100,560 | — | $301.78万 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $299.98万 | 0.17% | 99,431 | 14,842 | 17.5% | $44.78万 | 加仓 |
| ABBV | ABBVIE INC | $299.60万 | 0.17% | 11,906 | 43 | 0.4% | $1.08万 | 加仓 |
| VB | VANGUARD INDEX FDS | $293.19万 | 0.16% | 9,672 | 375 | 4.0% | $11.37万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $279.26万 | 0.16% | 52,931 | 944 | 1.8% | $4.98万 | 加仓 |
| META | META PLATFORMS INC | $279.16万 | 0.16% | 4,956 | -174 | -3.4% | -$9.80万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $278.07万 | 0.16% | 77,113 | 523 | 0.7% | $1.89万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $277.66万 | 0.16% | 6,982 | 4,470 | 177.9% | $177.76万 | 加仓 |
| VGT | VANGUARD WORLD FD | $267.23万 | 0.15% | 22,359 | 6,607 | 41.9% | $78.97万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $258.85万 | 0.15% | 1,244 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $256.10万 | 0.14% | 5,910 | 985 | 20.0% | $42.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $253.89万 | 0.14% | 9,997 | 104 | 1.1% | $2.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $252.73万 | 0.14% | 2,499 | 31 | 1.3% | $3.14万 | 加仓 |
| APH | AMPHENOL CORP | $250.64万 | 0.14% | 14,211 | 72 | 0.5% | $1.27万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $249.67万 | 0.14% | 26,271 | 0 | 0.0% | — | 不变 |