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 |
|---|---|---|---|---|---|---|---|---|
| IGIB | ISHARES TR | $6.44万 | 0.00% | 1,209 | 1,209 | — | $6.44万 | 新建仓 |
| RING | ISHARES INC | $6.69万 | 0.00% | 847 | 847 | — | $6.69万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $6.82万 | 0.00% | 1,375 | 1,375 | — | $6.82万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $6.84万 | 0.00% | 610 | 610 | — | $6.84万 | 新建仓 |
| — | EA SERIES TRUST | $6.86万 | 0.00% | 3,446 | 3,446 | — | $6.86万 | 新建仓 |
| SUSA | ISHARES TR | $6.95万 | 0.00% | 526 | 526 | — | $6.95万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $6.97万 | 0.00% | 3,250 | 3,250 | — | $6.97万 | 新建仓 |
| IMCV | ISHARES TR | $6.99万 | 0.00% | 825 | 825 | — | $6.99万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $7.08万 | 0.00% | 1,800 | 1,800 | — | $7.08万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $7.11万 | 0.00% | 1,000 | 1,000 | — | $7.11万 | 新建仓 |
| IGV | ISHARES TR | $7.20万 | 0.00% | 900 | 900 | — | $7.20万 | 新建仓 |
| ACWI | ISHARES TR | $7.27万 | 0.00% | 526 | 526 | — | $7.27万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $7.39万 | 0.00% | 1,825 | 1,825 | — | $7.39万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $7.60万 | 0.00% | 10,500 | 500 | 5.0% | $3,620 | 加仓 |
| SUSC | ISHARES TR | $7.65万 | 0.00% | 3,306 | 3,306 | — | $7.65万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $8.00万 | 0.01% | 12,532 | 1,900 | 17.9% | $1.21万 | 加仓 |
| XSD | SPDR SERIES TRUST | $8.10万 | 0.01% | 248 | 248 | — | $8.10万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $8.11万 | 0.01% | 553 | 553 | — | $8.11万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $8.21万 | 0.01% | 1,663 | 1,663 | — | $8.21万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $8.22万 | 0.01% | 1,423 | 1,423 | — | $8.22万 | 新建仓 |
| IYE | ISHARES TR | $8.23万 | 0.01% | 1,270 | 1,270 | — | $8.23万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $8.26万 | 0.01% | 1,506 | 1,506 | — | $8.26万 | 新建仓 |
| SMH | VANECK ETF TRUST | $8.37万 | 0.01% | 218 | 218 | — | $8.37万 | 新建仓 |
| OEF | ISHARES TR | $8.61万 | 0.01% | 271 | 271 | — | $8.61万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $8.81万 | 0.01% | 1,075 | 1,075 | — | $8.81万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $8.84万 | 0.01% | 547 | 547 | — | $8.84万 | 新建仓 |
| SIL | GLOBAL X FDS | $8.85万 | 0.01% | 982 | 982 | — | $8.85万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $9.21万 | 0.01% | 10,494 | 87 | 0.8% | $764 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $9.32万 | 0.01% | 2,400 | 2,400 | — | $9.32万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $9.45万 | 0.01% | 3,179 | 3,179 | — | $9.45万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $9.89万 | 0.01% | 4,425 | 4,425 | — | $9.89万 | 新建仓 |
| STXF | EA SERIES TRUST | $9.91万 | 0.01% | 2,361 | 2,361 | — | $9.91万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $10.06万 | 0.01% | 2,700 | 2,700 | — | $10.06万 | 新建仓 |
| IWC | ISHARES TR | $10.21万 | 0.01% | 640 | 640 | — | $10.21万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $10.42万 | 0.01% | 2,192 | 2,192 | — | $10.42万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.43万 | 0.01% | 3,231 | 3,231 | — | $10.43万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $10.60万 | 0.01% | 5,600 | 5,600 | — | $10.60万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $10.61万 | 0.01% | 1,823 | 1,823 | — | $10.61万 | 新建仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $10.70万 | 0.01% | 2,807 | 2,807 | — | $10.70万 | 新建仓 |
| IVE | ISHARES TR | $10.71万 | 0.01% | 507 | 507 | — | $10.71万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $10.97万 | 0.01% | 1,791 | 1,791 | — | $10.97万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $11.14万 | 0.01% | 1,182 | 1,182 | — | $11.14万 | 新建仓 |
| — | LITMAN GREGORY FDS TR | $11.18万 | 0.01% | 8,563 | 8,563 | — | $11.18万 | 新建仓 |
| HDV | ISHARES TR | $11.32万 | 0.01% | 834 | 834 | — | $11.32万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $11.78万 | 0.01% | 2,438 | 2,438 | — | $11.78万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $12.05万 | 0.01% | 2,487 | 2,487 | — | $12.05万 | 新建仓 |
| DGRW | WISDOMTREE TR | $12.24万 | 0.01% | 1,393 | 1,393 | — | $12.24万 | 新建仓 |
| IYG | ISHARES TR | $12.43万 | 0.01% | 1,500 | 1,500 | — | $12.43万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $12.43万 | 0.01% | 3,250 | 3,250 | — | $12.43万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $12.44万 | 0.01% | 1,328 | 1,328 | — | $12.44万 | 新建仓 |
| EFA | ISHARES TR | $12.63万 | 0.01% | 1,300 | 1,300 | — | $12.63万 | 新建仓 |
| — | RBB FD INC | $12.77万 | 0.01% | 4,519 | 4,519 | — | $12.77万 | 新建仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $12.88万 | 0.01% | 2,520 | 2,520 | — | $12.88万 | 新建仓 |
| DSCO | DOUBLELINE ETF TRUST | $13.17万 | 0.01% | 5,301 | 5,301 | — | $13.17万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $13.56万 | 0.01% | 4,116 | 4,116 | — | $13.56万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $13.58万 | 0.01% | 2,247 | 2,247 | — | $13.58万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $14.33万 | 0.01% | 1,615 | 1,615 | — | $14.33万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $14.33万 | 0.01% | 4,699 | 4,699 | — | $14.33万 | 新建仓 |
| DSI | ISHARES TR | $14.37万 | 0.01% | 1,186 | 1,186 | — | $14.37万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $15.61万 | 0.01% | 9,335 | 9,335 | — | $15.61万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $15.68万 | 0.01% | 12,872 | 12,872 | — | $15.68万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $15.98万 | 0.01% | 3,483 | 3,483 | — | $15.98万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $16.14万 | 0.01% | 4,175 | 4,175 | — | $16.14万 | 新建仓 |
| AGNC | AGNC INVT CORP | $16.15万 | 0.01% | 16,101 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $16.31万 | 0.01% | 7,026 | 7,026 | — | $16.31万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $16.63万 | 0.01% | 1,139 | 1,139 | — | $16.63万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $16.99万 | 0.01% | 6,384 | 6,384 | — | $16.99万 | 新建仓 |
| PGEN | PRECIGEN INC | $17.18万 | 0.01% | 44,399 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $17.42万 | 0.01% | 4,800 | -2,500 | -34.2% | -$9.07万 | 减仓 |
| SHY | ISHARES TR | $17.69万 | 0.01% | 2,142 | -1,872 | -46.6% | -$15.46万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $17.77万 | 0.01% | 3,874 | -628 | -13.9% | -$2.88万 | 减仓 |
| IUSB | ISHARES TR | $17.86万 | 0.01% | 3,866 | -6,962 | -64.3% | -$32.16万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $17.88万 | 0.01% | 1,207 | 1,207 | — | $17.88万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $17.89万 | 0.01% | 7,000 | 7,000 | — | $17.89万 | 新建仓 |
| ESGU | ISHARES TR | $18.33万 | 0.01% | 1,296 | -232 | -15.2% | -$3.28万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $18.91万 | 0.01% | 3,016 | 0 | 0.0% | — | 不变 |
| VTWG | VANGUARD SCOTTSDALE FDS | $18.98万 | 0.01% | 829 | 829 | — | $18.98万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $19.28万 | 0.01% | 1,153 | 1,153 | — | $19.28万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $19.30万 | 0.01% | 15,430 | -1,265 | -7.6% | -$1.58万 | 减仓 |
| CI | THE CIGNA GROUP | $20.03万 | 0.01% | 751 | -363 | -32.6% | -$9.68万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $20.27万 | 0.01% | 7,060 | 164 | 2.4% | $4,708 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $20.34万 | 0.01% | 9,736 | -2,140 | -18.0% | -$4.47万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $21.03万 | 0.01% | 594 | -948 | -61.5% | -$33.57万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.22万 | 0.01% | 11,170 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.23万 | 0.01% | 344 | -33 | -8.8% | -$2.04万 | 减仓 |
| VLO | VALERO ENERGY CORP | $21.27万 | 0.01% | 861 | -1,063 | -55.2% | -$26.25万 | 减仓 |
| MSTR | STRATEGY INC | $21.38万 | 0.01% | 1,713 | -484 | -22.0% | -$6.04万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.39万 | 0.01% | 11,300 | 11,300 | — | $21.39万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $21.54万 | 0.01% | 2,150 | 25 | 1.2% | $2,504 | 加仓 |
| AMP | AMERIPRISE FINL INC | $21.55万 | 0.01% | 485 | 6 | 1.3% | $2,666 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.58万 | 0.01% | 1,646 | -134 | -7.5% | -$1.76万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.61万 | 0.01% | 774 | 71 | 10.1% | $1.98万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $21.78万 | 0.01% | 3,658 | -1,783 | -32.8% | -$10.62万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $21.97万 | 0.01% | 3,738 | 3,738 | — | $21.97万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $22.02万 | 0.01% | 7,950 | -1,747 | -18.0% | -$4.84万 | 减仓 |
| DG | DOLLAR GEN CORP | $22.05万 | 0.01% | 1,857 | -91 | -4.7% | -$1.08万 | 减仓 |
| EXC | EXELON CORP | $22.15万 | 0.01% | 4,519 | -8 | -0.2% | -$392 | 重新持有 |
| IWM | ISHARES TR | $22.31万 | 0.01% | 900 | -15 | -1.6% | -$3,718 | 减仓 |
| UMBF | UMB FINL CORP | $22.75万 | 0.01% | 2,010 | 8 | 0.4% | $906 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.81万 | 0.01% | 5,865 | 0 | 0.0% | — | 不变 |