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 |
|---|---|---|---|---|---|---|---|---|
| UBSI | UNITED BANKSHARES INC WEST V | $24.72万 | 0.01% | 5,393 | 5,393 | — | $24.72万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $24.96万 | 0.01% | 3,968 | 230 | 6.2% | $1.45万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.17万 | 0.01% | 1,124 | -21 | -1.8% | -$4,703 | 减仓 |
| PGEN | PRECIGEN INC | $25.31万 | 0.01% | 44,399 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $25.34万 | 0.01% | 1,189 | -19 | -1.6% | -$4,049 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.46万 | 0.01% | 4,987 | 705 | 16.5% | $3.60万 | 加仓 |
| ILMN | ILLUMINA INC | $25.71万 | 0.01% | 1,462 | 1,462 | — | $25.71万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.78万 | 0.01% | 11,735 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $25.89万 | 0.01% | 16,438 | 33 | 0.2% | $520 | 加仓 |
| ADI | ANALOG DEVICES INC | $25.90万 | 0.01% | 652 | -144 | -18.1% | -$5.72万 | 减仓 |
| GOOG | ALPHABET INC 看跌期权 | $25.99万 | 0.01% | 1,900 | -300 | -13.6% | -$4.10万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $26.02万 | 0.01% | 2,143 | -7 | -0.3% | -$850 | 减仓 |
| HAL | HALLIBURTON CO | $26.29万 | 0.01% | 7,745 | -9 | -0.1% | -$306 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $26.50万 | 0.01% | 1,590 | -135 | -7.8% | -$2.25万 | 减仓 |
| MTB | M & T BK CORP | $26.63万 | 0.01% | 1,119 | -2 | -0.2% | -$476 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $26.81万 | 0.02% | 430 | -13 | -2.9% | -$8,106 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.85万 | 0.02% | 4,660 | 71 | 1.5% | $4,091 | 加仓 |
| CME | CME GROUP INC | $26.90万 | 0.02% | 1,218 | -20 | -1.6% | -$4,417 | 减仓 |
| IWM | ISHARES TR | $27.04万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $27.20万 | 0.02% | 1,356 | 74 | 5.8% | $1.48万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $27.44万 | 0.02% | 1,241 | 1,241 | — | $27.44万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $27.53万 | 0.02% | 3,064 | 48 | 1.6% | $4,313 | 加仓 |
| TGT | TARGET CORP | $27.55万 | 0.02% | 2,109 | -224 | -9.6% | -$2.93万 | 减仓 |
| F | FORD MTR CO | $27.73万 | 0.02% | 19,948 | 58 | 0.3% | $806 | 加仓 |
| HON | HONEYWELL INTL INC | $27.79万 | 0.02% | 1,241 | -1,269 | -50.6% | -$28.41万 | 减仓 |
| CVS | CVS HEALTH CORP | $28.00万 | 0.02% | 2,707 | -44 | -1.6% | -$4,551 | 重新持有 |
| PHM | PULTE GROUP INC | $28.05万 | 0.02% | 2,044 | -58 | -2.8% | -$7,959 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $28.37万 | 0.02% | 801 | -97 | -10.8% | -$3.44万 | 减仓 |
| UMBF | UMB FINL CORP | $29.09万 | 0.02% | 2,031 | 21 | 1.0% | $3,007 | 加仓 |
| IVW | ISHARES TR | $29.35万 | 0.02% | 2,134 | -30 | -1.4% | -$4,127 | 减仓 |
| MO | ALTRIA GROUP INC | $29.61万 | 0.02% | 4,116 | 115 | 2.9% | $8,274 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $29.62万 | 0.02% | 4,105 | 20 | 0.5% | $1,443 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $29.85万 | 0.02% | 2,200 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $29.98万 | 0.02% | 1,234 | -521 | -29.7% | -$12.66万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $30.06万 | 0.02% | 2,415 | -414 | -14.6% | -$5.15万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $30.06万 | 0.02% | 2,969 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $30.37万 | 0.02% | 3,676 | -32 | -0.9% | -$2,644 | 减仓 |
| CI | THE CIGNA GROUP | $30.44万 | 0.02% | 1,104 | 353 | 47.0% | $9.73万 | 加仓 |
| DHI | D R HORTON INC | $30.49万 | 0.02% | 1,872 | -42 | -2.2% | -$6,841 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $30.50万 | 0.02% | 7,220 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $30.52万 | 0.02% | 4,041 | 10 | 0.2% | $755 | 加仓 |
| IUSB | ISHARES TR | $30.56万 | 0.02% | 6,621 | 2,755 | 71.3% | $12.71万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $30.66万 | 0.02% | 5,301 | 105 | 2.0% | $6,073 | 加仓 |
| FTNT | FORTINET INC | $30.68万 | 0.02% | 1,997 | 1,997 | — | $30.68万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $31.07万 | 0.02% | 6,186 | 6,186 | — | $31.07万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $31.08万 | 0.02% | 1,060 | -65 | -5.8% | -$1.91万 | 减仓 |
| ALL | ALLSTATE CORP | $32.17万 | 0.02% | 1,352 | -16 | -1.2% | -$3,807 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $32.46万 | 0.02% | 1,821 | 121 | 7.1% | $2.16万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $32.52万 | 0.02% | 3,524 | -375 | -9.6% | -$3.46万 | 减仓 |
| MCO | MOODYS CORP | $32.61万 | 0.02% | 720 | -9 | -1.2% | -$4,076 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $33.40万 | 0.02% | 1,753 | -11 | -0.6% | -$2,096 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $33.74万 | 0.02% | 10,555 | 100 | 1.0% | $3,197 | 加仓 |
| ARKK | ARK ETF TR | $34.06万 | 0.02% | 4,214 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $34.09万 | 0.02% | 8,474 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $34.62万 | 0.02% | 776 | -17 | -2.1% | -$7,583 | 减仓 |
| CSX | CSX CORP | $34.97万 | 0.02% | 7,358 | -54 | -0.7% | -$2,567 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $35.42万 | 0.02% | 1,219 | -18 | -1.5% | -$5,231 | 减仓 |
| DAL | DELTA AIR LINES INC | $36.53万 | 0.02% | 3,900 | 131 | 3.5% | $1.23万 | 加仓 |
| PLD | PROLOGIS INC. | $36.59万 | 0.02% | 2,701 | -36 | -1.3% | -$4,877 | 减仓 |
| TFLO | ISHARES TR | $36.65万 | 0.02% | 7,239 | -617 | -7.9% | -$3.12万 | 减仓 |
| NVO | NOVO-NORDISK A S | $37.00万 | 0.02% | 7,718 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $37.07万 | 0.02% | 18,750 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $37.11万 | 0.02% | 1,179 | 13 | 1.1% | $4,091 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $37.65万 | 0.02% | 1,264 | 1,264 | — | $37.65万 | 新建仓 |
| GM | GENERAL MTRS CO | $37.95万 | 0.02% | 4,923 | 16 | 0.3% | $1,233 | 加仓 |
| CB | CHUBB LIMITED | $38.33万 | 0.02% | 1,125 | 9 | 0.8% | $3,067 | 加仓 |
| EME | EMCOR GROUP INC | $38.42万 | 0.02% | 463 | 3 | 0.7% | $2,490 | 加仓 |
| GILD | GILEAD SCIENCES INC | $38.43万 | 0.02% | 3,042 | 13 | 0.4% | $1,642 | 加仓 |
| KLAC | KLA CORP | $38.50万 | 0.02% | 1,276 | 1,276 | — | $38.50万 | 新建仓 |
| JBL | JABIL INC | $38.59万 | 0.02% | 1,001 | 2 | 0.2% | $771 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $39.14万 | 0.02% | 9,000 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $39.58万 | 0.02% | 19,148 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $39.63万 | 0.02% | 11,613 | 11,613 | — | $39.63万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $40.24万 | 0.02% | 6,823 | 3,165 | 86.5% | $18.67万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.59万 | 0.02% | 14,018 | -19 | -0.1% | -$550 | 减仓 |
| USB | US BANCORP | $40.76万 | 0.02% | 6,729 | 830 | 14.1% | $5.03万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $40.94万 | 0.02% | 12,299 | 3,608 | 41.5% | $12.01万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.09万 | 0.02% | 857 | -3 | -0.3% | -$1,473 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $42.18万 | 0.02% | 5,751 | -9 | -0.2% | -$660 | 减仓 |
| SGOV | ISHARES TR | $42.43万 | 0.02% | 4,215 | 1,843 | 77.7% | $18.55万 | 重新持有 |
| CTAS | CINTAS CORP | $42.79万 | 0.02% | 2,516 | -40 | -1.6% | -$6,803 | 减仓 |
| NVS | NOVARTIS AG | $42.83万 | 0.02% | 2,733 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $42.99万 | 0.02% | 22,531 | -16,736 | -42.6% | -$31.93万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $43.09万 | 0.02% | 7,214 | -48,983 | -87.2% | -$292.58万 | 减仓 |
| IWF | ISHARES TR | $43.31万 | 0.02% | 3,488 | -32 | -0.9% | -$3,973 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $43.75万 | 0.02% | 1,283 | 1,283 | — | $43.75万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $44.45万 | 0.02% | 1,520 | 1,520 | — | $44.45万 | 新建仓 |
| TJX | TJX COS INC NEW | $44.47万 | 0.02% | 2,935 | -1 | -0.0% | -$152 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $44.72万 | 0.03% | 12,130 | -2,029 | -14.3% | -$7.48万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $45.00万 | 0.03% | 2,649 | 70 | 2.7% | $1.19万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $45.29万 | 0.03% | 1,337 | -32 | -2.3% | -$1.08万 | 减仓 |
| — | MILESTONE PHARMACEUTICALS IN | $45.49万 | 0.03% | 339,450 | 59,200 | 21.1% | $7.93万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $45.82万 | 0.03% | 13,541 | 865 | 6.8% | $2.93万 | 加仓 |
| AFL | AFLAC INC | $46.03万 | 0.03% | 3,926 | -6 | -0.2% | -$703 | 减仓 |
| DE | DEERE & CO | $46.43万 | 0.03% | 732 | 23 | 3.2% | $1.46万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $46.92万 | 0.03% | 22,822 | 59 | 0.3% | $1,213 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $47.38万 | 0.03% | 9,651 | 1,676 | 21.0% | $8.23万 | 加仓 |
| DIS | DISNEY WALT CO | $47.39万 | 0.03% | 4,924 | -143 | -2.8% | -$1.38万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $47.40万 | 0.03% | 3,983 | 1,547 | 63.5% | $18.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $47.47万 | 0.03% | 11,212 | -290 | -2.5% | -$1.23万 | 减仓 |