GUARDIAN WEALTH ADVISORS, LLC / NC
RALEIGH NC · SEC CIK 0001901403
$15.88亿2026Q1 申报市值
611持仓数
45.7%前十大占比 · 第一大 11.8%
258 / 14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
DRSK 加仓+$422.00万
ACIO 加仓+$385.29万
SCHX 加仓+$385.13万
LQTI 加仓+$300.56万
BPRE 加仓+$288.71万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$808.71万
OSCV 减仓-$258.59万
XHLF 减仓-$181.64万
GSEW 减仓-$126.75万
ITOT 减仓-$124.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -10,000 | -100.0% | -$111.91万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -21,196 | -100.0% | -$51.65万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -8,043 | -100.0% | -$47.12万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -25,095 | -100.0% | -$45.72万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,341 | -100.0% | -$30.71万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -456 | -100.0% | -$30.21万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -747 | -100.0% | -$26.13万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -935 | -100.0% | -$24.20万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,148 | -100.0% | -$24.10万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -5,582 | -100.0% | -$23.07万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -430 | -100.0% | -$22.47万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,791 | -100.0% | -$20.22万 | 清仓 |
| — | ADVISORSHARES TR | $0 | 0.00% | 0 | -2,328 | -100.0% | -$20.08万 | 清仓 |
| BOC | BOSTON OMAHA CORP | $0 | 0.00% | 0 | -11,000 | -100.0% | -$13.61万 | 清仓 |
| SCZ | ISHARES TR | $48 | 0.00% | 1 | 1 | — | $48 | 新建仓 |
| IEF | ISHARES TR | $68 | 0.00% | 1 | 1 | — | $68 | 新建仓 |
| TLT | ISHARES TR | $173 | 0.00% | 2 | -2,919 | -99.9% | -$25.25万 | 重新持有 |
| RWR | SPDR SERIES TRUST | $202 | 0.00% | 2 | 2 | — | $202 | 新建仓 |
| — | GLOBAL X FDS | $219 | 0.00% | 11 | 11 | — | $219 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $231 | 0.00% | 5 | 5 | — | $231 | 新建仓 |
| — | EA SERIES TRUST | $272 | 0.00% | 8 | 8 | — | $272 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $404 | 0.00% | 2 | 2 | — | $404 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $501 | 0.00% | 10 | 10 | — | $501 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $592 | 0.00% | 7 | 7 | — | $592 | 新建仓 |
| EWX | SPDR INDEX SHS FDS | $661 | 0.00% | 10 | 10 | — | $661 | 新建仓 |
| — | AMPLIFY ETF TR | $661 | 0.00% | 10 | 10 | — | $661 | 新建仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $674 | 0.00% | 30 | 30 | — | $674 | 新建仓 |
| MOO | VANECK ETF TRUST | $761 | 0.00% | 9 | 9 | — | $761 | 新建仓 |
| JETS | ETF SER SOLUTIONS | $936 | 0.00% | 38 | 38 | — | $936 | 新建仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $939 | 0.00% | 21 | 21 | — | $939 | 新建仓 |
| IDEV | ISHARES TR | $1,254 | 0.00% | 15 | 15 | — | $1,254 | 新建仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $1,317 | 0.00% | 12 | 12 | — | $1,317 | 新建仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $1,447 | 0.00% | 40 | 40 | — | $1,447 | 新建仓 |
| — | SCHWAB STRATEGIC TR | $1,717 | 0.00% | 33 | 33 | — | $1,717 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $1,783 | 0.00% | 36 | 36 | — | $1,783 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $1,798 | 0.00% | 32 | 32 | — | $1,798 | 新建仓 |
| QYLD | GLOBAL X FDS | $1,839 | 0.00% | 107 | 107 | — | $1,839 | 新建仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $1,923 | 0.00% | 27 | 27 | — | $1,923 | 新建仓 |
| INTF | ISHARES TR | $1,948 | 0.00% | 50 | 50 | — | $1,948 | 新建仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $2,274 | 0.00% | 90 | 90 | — | $2,274 | 新建仓 |
| FLRN | SPDR SERIES TRUST | $2,401 | 0.00% | 78 | 78 | — | $2,401 | 新建仓 |
| SUB | ISHARES TR | $2,982 | 0.00% | 28 | 28 | — | $2,982 | 新建仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $3,020 | 0.00% | 37 | 37 | — | $3,020 | 新建仓 |
| — | CALAMOS ETF TR | $3,208 | 0.00% | 160 | 160 | — | $3,208 | 新建仓 |
| WTAI | WISDOMTREE TR | $3,218 | 0.00% | 114 | 114 | — | $3,218 | 新建仓 |
| — | GLOBAL X FDS | $3,407 | 0.00% | 112 | 112 | — | $3,407 | 新建仓 |
| VLUE | ISHARES TR | $3,413 | 0.00% | 24 | 24 | — | $3,413 | 新建仓 |
| IYM | ISHARES TR | $3,518 | 0.00% | 20 | 20 | — | $3,518 | 新建仓 |
| TDV | PROSHARES TR | $3,610 | 0.00% | 43 | 43 | — | $3,610 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $3,637 | 0.00% | 89 | 89 | — | $3,637 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $3,654 | 0.00% | 23 | 23 | — | $3,654 | 新建仓 |
| SOXX | ISHARES TR | $4,296 | 0.00% | 13 | 13 | — | $4,296 | 新建仓 |
| IYJ | ISHARES TR | $4,426 | 0.00% | 30 | 30 | — | $4,426 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,454 | 0.00% | 129 | 129 | — | $4,454 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $4,865 | 0.00% | 64 | 64 | — | $4,865 | 新建仓 |
| IHI | ISHARES TR | $4,908 | 0.00% | 92 | 92 | — | $4,908 | 新建仓 |
| UDOW | PROSHARES TR | $5,018 | 0.00% | 100 | 100 | — | $5,018 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $5,059 | 0.00% | 190 | 190 | — | $5,059 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $5,094 | 0.00% | 66 | 66 | — | $5,094 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $5,200 | 0.00% | 290 | 290 | — | $5,200 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $5,239 | 0.00% | 113 | 113 | — | $5,239 | 新建仓 |
| VDC | VANGUARD WORLD FD | $5,372 | 0.00% | 24 | 24 | — | $5,372 | 新建仓 |
| KIE | SPDR SERIES TRUST | $5,500 | 0.00% | 100 | 100 | — | $5,500 | 新建仓 |
| IYT | ISHARES TR | $5,968 | 0.00% | 80 | 80 | — | $5,968 | 新建仓 |
| RWO | SPDR INDEX SHS FDS | $6,362 | 0.00% | 139 | 139 | — | $6,362 | 新建仓 |
| GDX | VANECK ETF TRUST | $6,791 | 0.00% | 74 | 74 | — | $6,791 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $6,806 | 0.00% | 208 | 208 | — | $6,806 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $6,920 | 0.00% | 148 | 148 | — | $6,920 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $6,920 | 0.00% | 150 | 150 | — | $6,920 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6,938 | 0.00% | 177 | 177 | — | $6,938 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $6,966 | 0.00% | 200 | 200 | — | $6,966 | 新建仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $7,120 | 0.00% | 261 | 261 | — | $7,120 | 新建仓 |
| VPU | VANGUARD WORLD FD | $7,529 | 0.00% | 38 | 38 | — | $7,529 | 新建仓 |
| SHE | SPDR SERIES TRUST | $7,541 | 0.00% | 59 | 59 | — | $7,541 | 新建仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $7,752 | 0.00% | 62 | 62 | — | $7,752 | 新建仓 |
| IGM | ISHARES TR | $8,177 | 0.00% | 69 | 69 | — | $8,177 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $8,343 | 0.00% | 250 | 250 | — | $8,343 | 新建仓 |
| STIP | ISHARES TR | $8,792 | 0.00% | 85 | 85 | — | $8,792 | 新建仓 |
| MTUM | ISHARES TR | $9,120 | 0.00% | 38 | 38 | — | $9,120 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $9,259 | 0.00% | 427 | 427 | — | $9,259 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $9,340 | 0.00% | 403 | 403 | — | $9,340 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $9,371 | 0.00% | 419 | 419 | — | $9,371 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $9,386 | 0.00% | 500 | 500 | — | $9,386 | 新建仓 |
| IBDR | ISHARES TR | $9,526 | 0.00% | 393 | 393 | — | $9,526 | 新建仓 |
| IGOV | ISHARES TR | $9,813 | 0.00% | 239 | 239 | — | $9,813 | 新建仓 |
| IAGG | ISHARES TR | $1.02万 | 0.00% | 203 | 203 | — | $1.02万 | 新建仓 |
| DGRS | WISDOMTREE TR | $1.02万 | 0.00% | 192 | 192 | — | $1.02万 | 新建仓 |
| — | CALAMOS ETF TR | $1.04万 | 0.00% | 475 | 475 | — | $1.04万 | 新建仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $1.05万 | 0.00% | 501 | 501 | — | $1.05万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.11万 | 0.00% | 377 | 377 | — | $1.11万 | 新建仓 |
| ESGD | ISHARES TR | $1.12万 | 0.00% | 117 | 117 | — | $1.12万 | 新建仓 |
| LCTD | BLACKROCK ETF TRUST | $1.13万 | 0.00% | 205 | 205 | — | $1.13万 | 新建仓 |
| PFF | ISHARES TR | $1.17万 | 0.00% | 387 | 387 | — | $1.17万 | 新建仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $1.18万 | 0.00% | 335 | 335 | — | $1.18万 | 新建仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1.20万 | 0.00% | 267 | 267 | — | $1.20万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1.23万 | 0.00% | 334 | 334 | — | $1.23万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.23万 | 0.00% | 311 | 311 | — | $1.23万 | 新建仓 |