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 |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -57,365 | -100.0% | -$292.28万 | 清仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -116,392 | -100.0% | -$291.39万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -4,400 | -100.0% | -$64.36万 | 清仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $0 | 0.00% | 0 | -14,291 | -100.0% | -$47.32万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,202 | -100.0% | -$25.25万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,409 | -100.0% | -$25.10万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,835 | -100.0% | -$24.56万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,813 | -100.0% | -$23.93万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -6,204 | -100.0% | -$22.84万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -7,950 | -100.0% | -$22.02万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -774 | -100.0% | -$21.61万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,713 | -100.0% | -$21.38万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -594 | -100.0% | -$21.03万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -9,736 | -100.0% | -$20.34万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,060 | -100.0% | -$20.27万 | 清仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,000 | -100.0% | -$17.89万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,207 | -100.0% | -$17.88万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -2,142 | -100.0% | -$17.69万 | 清仓 |
| UFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,800 | -100.0% | -$17.42万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,139 | -100.0% | -$16.63万 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,026 | -100.0% | -$16.31万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,175 | -100.0% | -$16.14万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,483 | -100.0% | -$15.98万 | 清仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -9,335 | -100.0% | -$15.61万 | 清仓 |
| DSI | ISHARES TR | $0 | 0.00% | 0 | -1,186 | -100.0% | -$14.37万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,699 | -100.0% | -$14.33万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,615 | -100.0% | -$14.33万 | 清仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -2,247 | -100.0% | -$13.58万 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,116 | -100.0% | -$13.56万 | 清仓 |
| DSCO | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -5,301 | -100.0% | -$13.17万 | 清仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,520 | -100.0% | -$12.88万 | 清仓 |
| — | RBB FD INC | $0 | 0.00% | 0 | -4,519 | -100.0% | -$12.77万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -1,300 | -100.0% | -$12.63万 | 清仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,328 | -100.0% | -$12.44万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,250 | -100.0% | -$12.43万 | 清仓 |
| IYG | ISHARES TR | $0 | 0.00% | 0 | -1,500 | -100.0% | -$12.43万 | 清仓 |
| DGRW | WISDOMTREE TR | $0 | 0.00% | 0 | -1,393 | -100.0% | -$12.24万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,487 | -100.0% | -$12.05万 | 清仓 |
| HDV | ISHARES TR | $0 | 0.00% | 0 | -4,170 | -100.0% | -$11.32万 | 清仓 |
| — | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -8,563 | -100.0% | -$11.18万 | 清仓 |
| VYMI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,182 | -100.0% | -$11.14万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,791 | -100.0% | -$10.97万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -507 | -100.0% | -$10.71万 | 清仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -2,807 | -100.0% | -$10.70万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -1,823 | -100.0% | -$10.61万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,600 | -100.0% | -$10.60万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -3,231 | -100.0% | -$10.43万 | 清仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,192 | -100.0% | -$10.42万 | 清仓 |
| IWC | ISHARES TR | $0 | 0.00% | 0 | -640 | -100.0% | -$10.21万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,700 | -100.0% | -$10.06万 | 清仓 |
| STXF | EA SERIES TRUST | $0 | 0.00% | 0 | -2,361 | -100.0% | -$9.91万 | 清仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -4,425 | -100.0% | -$9.89万 | 清仓 |
| SILJ | AMPLIFY ETF TR | $0 | 0.00% | 0 | -3,179 | -100.0% | -$9.45万 | 清仓 |
| UDEC | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -2,400 | -100.0% | -$9.32万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -982 | -100.0% | -$8.85万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -547 | -100.0% | -$8.84万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,075 | -100.0% | -$8.81万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -271 | -100.0% | -$8.61万 | 清仓 |
| SMH | VANECK ETF TRUST | $0 | 0.00% | 0 | -218 | -100.0% | -$8.37万 | 清仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,506 | -100.0% | -$8.26万 | 清仓 |
| IYE | ISHARES TR | $0 | 0.00% | 0 | -1,270 | -100.0% | -$8.23万 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,423 | -100.0% | -$8.22万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,663 | -100.0% | -$8.21万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -553 | -100.0% | -$8.11万 | 清仓 |
| XSD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -248 | -100.0% | -$8.10万 | 清仓 |
| SUSC | ISHARES TR | $0 | 0.00% | 0 | -3,306 | -100.0% | -$7.65万 | 清仓 |
| IDVO | AMPLIFY ETF TR | $0 | 0.00% | 0 | -1,825 | -100.0% | -$7.39万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -526 | -100.0% | -$7.27万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -900 | -100.0% | -$7.20万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.11万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,800 | -100.0% | -$7.08万 | 清仓 |
| IMCV | ISHARES TR | $0 | 0.00% | 0 | -825 | -100.0% | -$6.99万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,250 | -100.0% | -$6.97万 | 清仓 |
| SUSA | ISHARES TR | $0 | 0.00% | 0 | -526 | -100.0% | -$6.95万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -3,446 | -100.0% | -$6.86万 | 清仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -610 | -100.0% | -$6.84万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,375 | -100.0% | -$6.82万 | 清仓 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -847 | -100.0% | -$6.69万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -1,209 | -100.0% | -$6.44万 | 清仓 |
| LCTU | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -896 | -100.0% | -$6.28万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -372 | -100.0% | -$6.28万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -406 | -100.0% | -$5.92万 | 清仓 |
| PFEB | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,475 | -100.0% | -$5.91万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -452 | -100.0% | -$5.66万 | 清仓 |
| DFIV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,054 | -100.0% | -$5.56万 | 清仓 |
| EFIV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -867 | -100.0% | -$5.47万 | 清仓 |
| — | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -5,331 | -100.0% | -$5.35万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -2,072 | -100.0% | -$5.30万 | 清仓 |
| DIVO | AMPLIFY ETF TR | $0 | 0.00% | 0 | -1,175 | -100.0% | -$5.27万 | 清仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.25万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -461 | -100.0% | -$5.03万 | 清仓 |
| VIS | VANGUARD WORLD FD | $0 | 0.00% | 0 | -160 | -100.0% | -$4.98万 | 清仓 |
| CMBS | ISHARES TR | $0 | 0.00% | 0 | -993 | -100.0% | -$4.84万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -1,355 | -100.0% | -$4.81万 | 清仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -762 | -100.0% | -$4.67万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -351 | -100.0% | -$4.49万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -244 | -100.0% | -$4.39万 | 清仓 |
| ICF | ISHARES TR | $0 | 0.00% | 0 | -696 | -100.0% | -$4.31万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -1,123 | -100.0% | -$4.07万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,375 | -100.0% | -$4.06万 | 清仓 |