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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $45.32万 | 0.03% | 1,870 | 34 | 1.9% | $8,241 | 加仓 |
| MET | METLIFE INC | $45.74万 | 0.03% | 6,468 | -952 | -12.8% | -$6.73万 | 减仓 |
| TJX | TJX COS INC NEW | $46.89万 | 0.03% | 2,936 | 1 | 0.0% | $160 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $47.00万 | 0.03% | 1,053 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $47.32万 | 0.03% | 14,291 | 14,291 | — | $47.32万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $47.34万 | 0.03% | 4,230 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $47.58万 | 0.03% | 4,272 | -1,467 | -25.6% | -$16.34万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $47.65万 | 0.03% | 1,786 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $47.68万 | 0.03% | 18,960 | -885 | -4.5% | -$2.23万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $48.35万 | 0.03% | 2,519 | 44 | 1.8% | $8,446 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $48.76万 | 0.03% | 6,666 | -405 | -5.7% | -$2.96万 | 减仓 |
| DIS | DISNEY WALT CO | $48.83万 | 0.03% | 5,067 | -92 | -1.8% | -$8,866 | 减仓 |
| AMGN | AMGEN INC | $49.33万 | 0.03% | 1,402 | -123 | -8.1% | -$4.33万 | 减仓 |
| GIS | GENERAL MILLS INC | $49.36万 | 0.03% | 13,261 | -509 | -3.7% | -$1.89万 | 减仓 |
| TXN | TEXAS INSTRS INC | $49.64万 | 0.03% | 2,557 | 45 | 1.8% | $8,737 | 加仓 |
| INTC | INTEL CORP | $50.08万 | 0.03% | 11,349 | 490 | 4.5% | $2.16万 | 加仓 |
| MKL | MARKEL GROUP INC | $51.87万 | 0.03% | 271 | 11 | 4.2% | $2.11万 | 加仓 |
| SBUX | STARBUCKS CORP | $52.29万 | 0.03% | 5,837 | -134 | -2.2% | -$1.20万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $52.57万 | 0.03% | 17,137 | 600 | 3.6% | $1.84万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $54.04万 | 0.03% | 18,584 | 5 | 0.0% | $145 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.22万 | 0.03% | 1,103 | 6 | 0.5% | $2,950 | 加仓 |
| IXN | ISHARES TR | $54.23万 | 0.03% | 5,425 | -28 | -0.5% | -$2,799 | 减仓 |
| LIN | LINDE PLC | $54.65万 | 0.03% | 1,102 | 11 | 1.0% | $5,455 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $54.88万 | 0.03% | 14,122 | 33 | 0.2% | $1,282 | 加仓 |
| EMR | EMERSON ELEC CO | $55.58万 | 0.03% | 4,242 | -42 | -1.0% | -$5,503 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $56.10万 | 0.04% | 2,829 | -384 | -12.0% | -$7.61万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $56.57万 | 0.04% | 10,189 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $56.74万 | 0.04% | 2,510 | -37 | -1.5% | -$8,364 | 减仓 |
| MPC | MARATHON PETE CORP | $57.68万 | 0.04% | 2,362 | 2 | 0.1% | $488 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $57.74万 | 0.04% | 11,502 | 756 | 7.0% | $3.80万 | 加仓 |
| ASML | ASML HLDG NV | $57.94万 | 0.04% | 439 | 9 | 2.1% | $1.19万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $58.50万 | 0.04% | 4,931 | -17 | -0.3% | -$2,017 | 减仓 |
| IGRO | ISHARES TR | $58.51万 | 0.04% | 6,985 | -71 | -1.0% | -$5,948 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $60.85万 | 0.04% | 2,190 | -6 | -0.3% | -$1,667 | 减仓 |
| GOOG | ALPHABET INC 看跌期权 | $63.11万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC 看跌期权 | $63.26万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $64.36万 | 0.04% | 4,400 | 4,400 | — | $64.36万 | 新建仓 |
| SHOP | SHOPIFY INC | $64.38万 | 0.04% | 5,427 | 1,025 | 23.3% | $12.16万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $64.71万 | 0.04% | 6,302 | -286 | -4.3% | -$2.94万 | 减仓 |
| GE | GE AEROSPACE | $64.80万 | 0.04% | 2,284 | 100 | 4.6% | $2.84万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $65.14万 | 0.04% | 26,318 | 2,226 | 9.2% | $5.51万 | 加仓 |
| — | CANTERBURY PK HLDG CORP | $65.21万 | 0.04% | 41,644 | -38 | -0.1% | -$595 | 减仓 |
| COP | CONOCOPHILLIPS | $65.33万 | 0.04% | 4,949 | -8 | -0.2% | -$1,056 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $65.58万 | 0.04% | 16,637 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $65.65万 | 0.04% | 39,267 | 1,084 | 2.8% | $1.81万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $68.15万 | 0.04% | 4,122 | 23 | 0.6% | $3,803 | 加仓 |
| WFC | WELLS FARGO & CO | $69.73万 | 0.04% | 8,759 | -549 | -5.9% | -$4.37万 | 减仓 |
| GLD | SPDR GOLD TR | $69.84万 | 0.04% | 1,623 | -1,852 | -53.3% | -$79.69万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $71.49万 | 0.05% | 2,115 | -62 | -2.8% | -$2.10万 | 减仓 |
| FIG | FIGMA INC | $71.72万 | 0.05% | 33,925 | 20,890 | 160.3% | $44.16万 | 加仓 |
| COWZ | PACER FDS TR | $71.82万 | 0.05% | 11,480 | -295 | -2.5% | -$1.85万 | 减仓 |
| WM | WASTE MGMT INC DEL | $72.04万 | 0.05% | 3,135 | 43 | 1.4% | $9,881 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $72.29万 | 0.05% | 8,736 | 65 | 0.7% | $5,379 | 加仓 |
| IEV | ISHARES TR | $72.66万 | 0.05% | 10,694 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $73.43万 | 0.05% | 1,215 | 21 | 1.8% | $1.27万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $73.76万 | 0.05% | 9,305 | 617 | 7.1% | $4.89万 | 加仓 |
| IEMG | ISHARES INC | $75.96万 | 0.05% | 10,891 | -2,693 | -19.8% | -$18.78万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $76.08万 | 0.05% | 2,608 | -89 | -3.3% | -$2.60万 | 减仓 |
| CRM | SALESFORCE INC | $76.44万 | 0.05% | 4,095 | -557 | -12.0% | -$10.40万 | 减仓 |
| QCOM | QUALCOMM INC | $79.96万 | 0.05% | 6,209 | -61 | -1.0% | -$7,856 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $83.31万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| OILK | PROSHARES TR | $84.81万 | 0.05% | 15,677 | 15,677 | — | $84.81万 | 新建仓 |
| BLK | BLACKROCK INC | $86.39万 | 0.05% | 898 | -19 | -2.1% | -$1.83万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $87.16万 | 0.05% | 2,882 | 19 | 0.7% | $5,746 | 加仓 |
| IXUS | ISHARES TR | $87.39万 | 0.06% | 10,087 | 385 | 4.0% | $3.34万 | 加仓 |
| UNP | UNION PAC CORP | $90.29万 | 0.06% | 3,722 | -100 | -2.6% | -$2.43万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $91.62万 | 0.06% | 8,378 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $92.70万 | 0.06% | 5,730 | -93 | -1.6% | -$1.50万 | 减仓 |
| IXC | ISHARES TR | $92.76万 | 0.06% | 16,102 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $92.86万 | 0.06% | 9,551 | -143 | -1.5% | -$1.39万 | 减仓 |
| NFLX | NETFLIX INC. | $94.13万 | 0.06% | 9,790 | 410 | 4.4% | $3.94万 | 加仓 |
| PEP | PEPSICO INC | $96.31万 | 0.06% | 6,202 | -570 | -8.4% | -$8.85万 | 减仓 |
| BA | BOEING CO | $101.86万 | 0.06% | 5,118 | 184 | 3.7% | $3.66万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $101.88万 | 0.06% | 5,193 | 451 | 9.5% | $8.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $105.23万 | 0.07% | 4,925 | -697 | -12.4% | -$14.89万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $105.79万 | 0.07% | 8,079 | -122 | -1.5% | -$1.60万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $106.34万 | 0.07% | 11,449 | -520 | -4.3% | -$4.83万 | 减仓 |
| IJR | ISHARES TR | $107.87万 | 0.07% | 8,677 | 426 | 5.2% | $5.30万 | 加仓 |
| — | ETF SER SOLUTIONS | $108.70万 | 0.07% | 43,302 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $109.99万 | 0.07% | 39,169 | 92 | 0.2% | $2,583 | 加仓 |
| — | ETF SER SOLUTIONS | $110.54万 | 0.07% | 43,801 | 4,386 | 11.1% | $11.07万 | 加仓 |
| — | ETF SER SOLUTIONS | $110.62万 | 0.07% | 44,141 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $111.48万 | 0.07% | 3,262 | -7 | -0.2% | -$2,392 | 减仓 |
| KO | COCA COLA CO | $111.72万 | 0.07% | 14,691 | -1,803 | -10.9% | -$13.71万 | 减仓 |
| LOW | LOWES COS INC | $112.30万 | 0.07% | 4,753 | -238 | -4.8% | -$5.62万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $112.63万 | 0.07% | 3,924 | -1 | -0.0% | -$287 | 减仓 |
| VUG | VANGUARD INDEX FDS | $113.13万 | 0.07% | 2,590 | 110 | 4.4% | $4.80万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $113.60万 | 0.07% | 2,274 | -55 | -2.4% | -$2.75万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $114.02万 | 0.07% | 55,831 | -1,500 | -2.6% | -$3.06万 | 减仓 |
| MRK | MERCK & CO INC | $114.32万 | 0.07% | 9,503 | -303 | -3.1% | -$3.64万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $115.25万 | 0.07% | 34,440 | 26,290 | 322.6% | $87.98万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $115.80万 | 0.07% | 2,512 | -29 | -1.1% | -$1.34万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $116.08万 | 0.07% | 4,290 | -287 | -6.3% | -$7.77万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $116.10万 | 0.07% | 59,158 | 46 | 0.1% | $903 | 加仓 |
| T | AT&T INC | $117.36万 | 0.07% | 40,482 | 3,704 | 10.1% | $10.74万 | 加仓 |
| SO | SOUTHERN CO | $118.43万 | 0.07% | 12,270 | -152 | -1.2% | -$1.47万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $121.96万 | 0.08% | 5,133 | 345 | 7.2% | $8.20万 | 加仓 |
| DVY | ISHARES TR | $123.19万 | 0.08% | 8,136 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $123.97万 | 0.08% | 13,528 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $125.58万 | 0.08% | 4,041 | -23 | -0.6% | -$7,148 | 减仓 |