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 |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -134 | -100.0% | -$4.04万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -885 | -100.0% | -$4.04万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,121 | -100.0% | -$3.98万 | 清仓 |
| IWO | ISHARES TR | $0 | 0.00% | 0 | -125 | -100.0% | -$3.94万 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -767 | -100.0% | -$3.90万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -729 | -100.0% | -$3.83万 | 清仓 |
| IDUB | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -1,514 | -100.0% | -$3.74万 | 清仓 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -1,100 | -100.0% | -$3.62万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -1,750 | -100.0% | -$3.60万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -1,726 | -100.0% | -$3.58万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -1,061 | -100.0% | -$3.54万 | 清仓 |
| IOO | ISHARES TR | $0 | 0.00% | 0 | -289 | -100.0% | -$3.50万 | 清仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -1,279 | -100.0% | -$3.44万 | 清仓 |
| ITA | ISHARES TR | $0 | 0.00% | 0 | -155 | -100.0% | -$3.39万 | 清仓 |
| XRT | SPDR SERIES TRUST | $0 | 0.00% | 0 | -415 | -100.0% | -$3.34万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -1,230 | -100.0% | -$3.34万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -142 | -100.0% | -$3.32万 | 清仓 |
| BLCR | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -792 | -100.0% | -$3.25万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -1,157 | -100.0% | -$3.15万 | 清仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -716 | -100.0% | -$3.12万 | 清仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,500 | -100.0% | -$3.11万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -475 | -100.0% | -$3.11万 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | -656 | -100.0% | -$3.06万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -389 | -100.0% | -$3.06万 | 清仓 |
| IUSG | ISHARES TR | $0 | 0.00% | 0 | -193 | -100.0% | -$2.99万 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -260 | -100.0% | -$2.99万 | 清仓 |
| LRGF | ISHARES TR | $0 | 0.00% | 0 | -452 | -100.0% | -$2.98万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -312 | -100.0% | -$2.95万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -438 | -100.0% | -$2.93万 | 清仓 |
| ESGE | ISHARES INC | $0 | 0.00% | 0 | -632 | -100.0% | -$2.87万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -1,500 | -100.0% | -$2.83万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -281 | -100.0% | -$2.83万 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -729 | -100.0% | -$2.82万 | 清仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -1,739 | -100.0% | -$2.81万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -326 | -100.0% | -$2.81万 | 清仓 |
| BUG | GLOBAL X FDS | $0 | 0.00% | 0 | -1,092 | -100.0% | -$2.74万 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -550 | -100.0% | -$2.74万 | 清仓 |
| QTUM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -250 | -100.0% | -$2.68万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -2,400 | -100.0% | -$2.61万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -332 | -100.0% | -$2.60万 | 清仓 |
| BLOK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -512 | -100.0% | -$2.55万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -100 | -100.0% | -$2.54万 | 清仓 |
| IHDG | WISDOMTREE TR | $0 | 0.00% | 0 | -502 | -100.0% | -$2.42万 | 清仓 |
| URA | GLOBAL X FDS | $0 | 0.00% | 0 | -485 | -100.0% | -$2.35万 | 清仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -478 | -100.0% | -$2.34万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -85 | -100.0% | -$2.33万 | 清仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,029 | -100.0% | -$2.29万 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -1,206 | -100.0% | -$2.29万 | 清仓 |
| MSMR | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -649 | -100.0% | -$2.24万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -1,188 | -100.0% | -$2.17万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -817 | -100.0% | -$2.13万 | 清仓 |
| SRVR | PACER FDS TR | $0 | 0.00% | 0 | -663 | -100.0% | -$2.07万 | 清仓 |
| — | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -2,562 | -100.0% | -$2.04万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -559 | -100.0% | -$2.04万 | 清仓 |
| GOVT | ISHARES TR | $0 | 0.00% | 0 | -875 | -100.0% | -$2.00万 | 清仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -616 | -100.0% | -$1.97万 | 清仓 |
| QDPL | PACER FDS TR | $0 | 0.00% | 0 | -475 | -100.0% | -$1.92万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -101 | -100.0% | -$1.86万 | 清仓 |
| FNDX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -666 | -100.0% | -$1.85万 | 清仓 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | -245 | -100.0% | -$1.82万 | 清仓 |
| TIP | ISHARES TR | $0 | 0.00% | 0 | -164 | -100.0% | -$1.82万 | 清仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -283 | -100.0% | -$1.81万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -700 | -100.0% | -$1.79万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -700 | -100.0% | -$1.78万 | 清仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -481 | -100.0% | -$1.74万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -152 | -100.0% | -$1.68万 | 清仓 |
| VAW | VANGUARD WORLD FD | $0 | 0.00% | 0 | -72 | -100.0% | -$1.62万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -160 | -100.0% | -$1.61万 | 清仓 |
| WTPI | WISDOMTREE TR | $0 | 0.00% | 0 | -500 | -100.0% | -$1.60万 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -341 | -100.0% | -$1.59万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -460 | -100.0% | -$1.56万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -274 | -100.0% | -$1.56万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -400 | -100.0% | -$1.53万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -103 | -100.0% | -$1.37万 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -348 | -100.0% | -$1.33万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -279 | -100.0% | -$1.32万 | 清仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -100 | -100.0% | -$1.31万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -368 | -100.0% | -$1.29万 | 清仓 |
| UJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -300 | -100.0% | -$1.28万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -311 | -100.0% | -$1.23万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -334 | -100.0% | -$1.23万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -267 | -100.0% | -$1.20万 | 清仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -335 | -100.0% | -$1.18万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -387 | -100.0% | -$1.17万 | 清仓 |
| LCTD | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -205 | -100.0% | -$1.13万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -117 | -100.0% | -$1.12万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -377 | -100.0% | -$1.11万 | 清仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -501 | -100.0% | -$1.05万 | 清仓 |
| — | CALAMOS ETF TR | $0 | 0.00% | 0 | -475 | -100.0% | -$1.04万 | 清仓 |
| DGRS | WISDOMTREE TR | $0 | 0.00% | 0 | -192 | -100.0% | -$1.02万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -203 | -100.0% | -$1.02万 | 清仓 |
| IGOV | ISHARES TR | $0 | 0.00% | 0 | -239 | -100.0% | -$9,813 | 清仓 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -393 | -100.0% | -$9,526 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -500 | -100.0% | -$9,386 | 清仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -419 | -100.0% | -$9,371 | 清仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -403 | -100.0% | -$9,340 | 清仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -427 | -100.0% | -$9,259 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -38 | -100.0% | -$9,120 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -85 | -100.0% | -$8,792 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -250 | -100.0% | -$8,343 | 清仓 |