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 |
|---|---|---|---|---|---|---|---|---|
| WDC | WESTERN DIGITAL CORP | $47.93万 | 0.03% | 750 | 750 | — | $47.93万 | 新建仓 |
| GIS | GENERAL MILLS INC | $48.32万 | 0.03% | 13,884 | 623 | 4.7% | $2.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.91万 | 0.03% | 1,739 | -131 | -7.0% | -$3.68万 | 减仓 |
| IYW | ISHARES TR | $49.09万 | 0.03% | 1,946 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.19万 | 0.03% | 981 | -122 | -11.1% | -$6.12万 | 减仓 |
| VLO | VALERO ENERGY CORP | $49.43万 | 0.03% | 1,898 | 1,037 | 120.4% | $27.01万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $49.46万 | 0.03% | 5,451 | -851 | -13.5% | -$7.72万 | 减仓 |
| NUE | NUCOR CORP | $49.81万 | 0.03% | 2,236 | 9 | 0.4% | $2,005 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $49.93万 | 0.03% | 6,666 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $50.12万 | 0.03% | 1,790 | 4 | 0.2% | $1,120 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $50.35万 | 0.03% | 9,724 | 391 | 4.2% | $2.02万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $50.53万 | 0.03% | 12,294 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $50.85万 | 0.03% | 4,076 | 6 | 0.1% | $749 | 加仓 |
| AMGN | AMGEN INC | $51.20万 | 0.03% | 1,414 | 12 | 0.9% | $4,345 | 加仓 |
| C | CITIGROUP INC | $51.68万 | 0.03% | 3,693 | 23 | 0.6% | $3,219 | 加仓 |
| MS | MORGAN STANLEY | $51.79万 | 0.03% | 2,478 | 59 | 2.4% | $1.23万 | 加仓 |
| COP | CONOCOPHILLIPS | $51.89万 | 0.03% | 4,992 | 43 | 0.9% | $4,470 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $52.08万 | 0.03% | 2,115 | 8 | 0.4% | $1,970 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.18万 | 0.03% | 1,051 | -2 | -0.2% | -$993 | 减仓 |
| REET | ISHARES TR | $52.64万 | 0.03% | 19,060 | 100 | 0.5% | $2,762 | 加仓 |
| GLW | CORNING INC | $53.49万 | 0.03% | 2,094 | 75 | 3.7% | $1.92万 | 加仓 |
| EFG | ISHARES TR | $53.72万 | 0.03% | 4,318 | 46 | 1.1% | $5,723 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $53.83万 | 0.03% | 2,530 | 11 | 0.4% | $2,340 | 加仓 |
| AGG | ISHARES TR | $54.26万 | 0.03% | 5,482 | 1,048 | 23.6% | $10.37万 | 加仓 |
| — | ETF SER SOLUTIONS | $54.55万 | 0.03% | 20,146 | 20,146 | — | $54.55万 | 新建仓 |
| MET | METLIFE INC | $54.64万 | 0.03% | 6,458 | -10 | -0.2% | -$846 | 减仓 |
| AMZN | AMAZON COM INC 看跌期权 | $55.25万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $55.57万 | 0.03% | 473 | 33 | 7.5% | $3.88万 | 加仓 |
| SLV | ISHARES SILVER TR | $55.64万 | 0.03% | 10,405 | 4,620 | 79.9% | $24.70万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.24万 | 0.03% | 737 | 47 | 6.8% | $3.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $57.86万 | 0.03% | 5,662 | -175 | -3.0% | -$1.79万 | 减仓 |
| LIN | LINDE PLC | $58.25万 | 0.03% | 1,122 | 20 | 1.8% | $1.04万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $58.79万 | 0.03% | 22,849 | 12,849 | 128.5% | $33.06万 | 加仓 |
| MKL | MARKEL GROUP INC | $58.98万 | 0.03% | 302 | 31 | 11.4% | $6.05万 | 加仓 |
| EMR | EMERSON ELEC CO | $60.57万 | 0.03% | 4,232 | -10 | -0.2% | -$1,431 | 减仓 |
| — | CANTERBURY PK HLDG CORP | $60.66万 | 0.03% | 38,319 | -3,325 | -8.0% | -$5.26万 | 减仓 |
| MPC | MARATHON PETE CORP | $60.85万 | 0.03% | 2,380 | 18 | 0.8% | $4,602 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $61.23万 | 0.03% | 1,202 | -13 | -1.1% | -$6,622 | 减仓 |
| TSLA | TESLA INC 看跌期权 | $61.25万 | 0.03% | 2,500 | 2,500 | — | $61.25万 | 新建仓 |
| IGRO | ISHARES TR | $61.42万 | 0.03% | 6,985 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $62.62万 | 0.04% | 10,189 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $62.79万 | 0.04% | 14,155 | 33 | 0.2% | $1,464 | 加仓 |
| — | ADURO CLEAN TECHNOLOGIES INC | $63.04万 | 0.04% | 40,000 | 40,000 | — | $63.04万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $63.79万 | 0.04% | 7,718 | -1,018 | -11.7% | -$8.41万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $64.04万 | 0.04% | 17,726 | -858 | -4.6% | -$3.10万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $64.86万 | 0.04% | 4,230 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $64.87万 | 0.04% | 8,009 | -16 | -0.2% | -$1,296 | 减仓 |
| URI | UNITED RENTALS INC | $65.31万 | 0.04% | 577 | 0 | 0.0% | — | 不变 |
| RODM | LATTICE STRATEGIES TR | $65.61万 | 0.04% | 16,235 | -402 | -2.4% | -$1.62万 | 减仓 |
| WM | WASTE MGMT INC DEL | $68.89万 | 0.04% | 3,091 | -44 | -1.4% | -$9,806 | 减仓 |
| SHOP | SHOPIFY INC | $68.95万 | 0.04% | 6,039 | 612 | 11.3% | $6.99万 | 加仓 |
| CRM | SALESFORCE INC | $69.12万 | 0.04% | 4,412 | 317 | 7.7% | $4.97万 | 加仓 |
| NFLX | NETFLIX INC. | $69.14万 | 0.04% | 9,683 | -107 | -1.1% | -$7,640 | 减仓 |
| WFC | WELLS FARGO & CO | $71.42万 | 0.04% | 8,643 | -116 | -1.3% | -$9,586 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $71.48万 | 0.04% | 4,943 | 12 | 0.2% | $1,735 | 加仓 |
| COWZ | PACER FDS TR | $71.87万 | 0.04% | 11,555 | 75 | 0.7% | $4,665 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $72.62万 | 0.04% | 1,683 | 59 | 3.6% | $2.55万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $73.41万 | 0.04% | 5,342 | -9,455 | -63.9% | -$129.93万 | 减仓 |
| SNDK | SANDISK CORP | $73.90万 | 0.04% | 325 | 325 | — | $73.90万 | 新建仓 |
| — | LISTED FDS TR | $74.48万 | 0.04% | 43,051 | 43,051 | — | $74.48万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $75.14万 | 0.04% | 4,871 | 4,871 | — | $75.14万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $75.22万 | 0.04% | 27,155 | 837 | 3.2% | $2.32万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $75.53万 | 0.04% | 40,060 | 23,310 | 139.2% | $43.95万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $76.47万 | 0.04% | 4,227 | 105 | 2.5% | $1.90万 | 加仓 |
| TXN | TEXAS INSTRS INC | $77.98万 | 0.04% | 2,616 | 59 | 2.3% | $1.76万 | 加仓 |
| IXN | ISHARES TR | $78.38万 | 0.04% | 5,425 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $79.11万 | 0.04% | 16,102 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $79.29万 | 0.04% | 10,884 | 190 | 1.8% | $1.38万 | 加仓 |
| PEP | PEPSICO INC | $80.89万 | 0.05% | 5,974 | -228 | -3.7% | -$3.09万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $81.72万 | 0.05% | 10,341 | 1,036 | 11.1% | $8.19万 | 加仓 |
| T | AT&T INC | $81.76万 | 0.05% | 39,499 | -983 | -2.4% | -$2.03万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $83.36万 | 0.05% | 2,221 | 31 | 1.4% | $1.16万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $86.52万 | 0.05% | 2,621 | 13 | 0.5% | $4,291 | 加仓 |
| GE | GE AEROSPACE | $86.65万 | 0.05% | 2,319 | 35 | 1.5% | $1.31万 | 加仓 |
| BLK | BLACKROCK INC | $86.85万 | 0.05% | 903 | 5 | 0.6% | $4,809 | 加仓 |
| ASML | ASML HLDG NV | $87.90万 | 0.05% | 442 | 3 | 0.7% | $5,966 | 加仓 |
| LOW | LOWES COS INC | $88.55万 | 0.05% | 4,016 | -737 | -15.5% | -$16.25万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $89.81万 | 0.05% | 28,323 | 11,186 | 65.3% | $35.47万 | 加仓 |
| PFE | PFIZER INC | $90.47万 | 0.05% | 37,571 | -1,598 | -4.1% | -$3.85万 | 减仓 |
| IEMG | ISHARES INC | $91.32万 | 0.05% | 11,024 | 133 | 1.2% | $1.10万 | 加仓 |
| MCD | MCDONALDS CORP | $91.68万 | 0.05% | 3,392 | -649 | -16.1% | -$17.54万 | 减仓 |
| RY | ROYAL BK CDA | $92.33万 | 0.05% | 4,461 | -1,269 | -22.1% | -$26.26万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.28万 | 0.05% | 2,016 | -99 | -4.7% | -$4.73万 | 减仓 |
| IXUS | ISHARES TR | $97.51万 | 0.05% | 10,217 | 130 | 1.3% | $1.24万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $97.68万 | 0.05% | 2,888 | 6 | 0.2% | $2,029 | 加仓 |
| — | ETF SER SOLUTIONS | $98.14万 | 0.06% | 37,987 | 37,987 | — | $98.14万 | 新建仓 |
| BA | BOEING CO | $102.30万 | 0.06% | 4,726 | -392 | -7.7% | -$8.49万 | 减仓 |
| UNP | UNION PAC CORP | $102.74万 | 0.06% | 3,777 | 55 | 1.5% | $1.50万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $102.94万 | 0.06% | 50,546 | -5,285 | -9.5% | -$10.76万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $104.29万 | 0.06% | 11,882 | 433 | 3.8% | $3.80万 | 加仓 |
| IWR | ISHARES TR | $105.37万 | 0.06% | 9,551 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $106.50万 | 0.06% | 4,887 | -306 | -5.9% | -$6.67万 | 减仓 |
| OILK | PROSHARES TR | $109.05万 | 0.06% | 22,963 | 7,286 | 46.5% | $34.60万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $113.14万 | 0.06% | 8,408 | 30 | 0.4% | $4,037 | 加仓 |
| QCOM | QUALCOMM INC | $116.64万 | 0.07% | 6,312 | 103 | 1.7% | $1.90万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $116.83万 | 0.07% | 2,275 | 1 | 0.0% | $514 | 加仓 |
| — | ETF SER SOLUTIONS | $117.73万 | 0.07% | 43,801 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $117.91万 | 0.07% | 12,319 | 49 | 0.4% | $4,690 | 加仓 |
| FIG | FIGMA INC | $119.62万 | 0.07% | 66,123 | 32,198 | 94.9% | $58.25万 | 加仓 |
| MCK | MCKESSON CORP | $119.86万 | 0.07% | 1,586 | -2 | -0.1% | -$1,511 | 减仓 |