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 |
|---|---|---|---|---|---|---|---|---|
| VGT | VANGUARD WORLD FD | $137.39万 | 0.09% | 1,969 | -426 | -17.8% | -$29.73万 | 减仓 |
| MCK | MCKESSON CORP | $137.44万 | 0.09% | 1,588 | -1 | -0.1% | -$865 | 减仓 |
| IEFA | ISHARES TR | $138.00万 | 0.09% | 15,244 | 12 | 0.1% | $1,086 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $141.08万 | 0.09% | 4,176 | -1,276 | -23.4% | -$43.11万 | 减仓 |
| IWD | ISHARES TR | $142.40万 | 0.09% | 6,664 | -2 | -0.0% | -$427 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $149.19万 | 0.09% | 53,704 | 2,007 | 3.9% | $5.58万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $151.84万 | 0.10% | 7,464 | 133 | 1.8% | $2.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $157.16万 | 0.10% | 10,744 | 2,003 | 22.9% | $29.30万 | 加仓 |
| NOW | SERVICENOW INC | $157.40万 | 0.10% | 15,055 | 3,971 | 35.8% | $41.52万 | 加仓 |
| CSCO | CISCO SYS INC | $159.07万 | 0.10% | 20,502 | -106 | -0.5% | -$8,225 | 减仓 |
| SPYD | SPDR SERIES TRUST | $166.94万 | 0.11% | 36,675 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $167.21万 | 0.11% | 8,668 | -330 | -3.7% | -$6.37万 | 减仓 |
| CHE | CHEMED CORP NEW | $169.40万 | 0.11% | 4,485 | 407 | 10.0% | $15.37万 | 加仓 |
| IJH | ISHARES TR | $170.02万 | 0.11% | 25,177 | -906 | -3.5% | -$6.12万 | 减仓 |
| ORCL | ORACLE CORP | $173.11万 | 0.11% | 11,767 | 649 | 5.8% | $9.55万 | 加仓 |
| IWV | ISHARES TR | $178.68万 | 0.11% | 4,820 | 7 | 0.1% | $2,595 | 加仓 |
| APH | AMPHENOL CORP | $178.73万 | 0.11% | 14,139 | 561 | 4.1% | $7.09万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $179.10万 | 0.11% | 26,271 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $184.42万 | 0.12% | 17,374 | 1,080 | 6.6% | $11.46万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $192.60万 | 0.12% | 11,160 | 1,036 | 10.2% | $17.88万 | 加仓 |
| BAC | BANK AMERICA CORP | $195.40万 | 0.12% | 40,081 | -600 | -1.5% | -$2.93万 | 减仓 |
| MBB | ISHARES TR | $195.62万 | 0.12% | 20,602 | -983 | -4.6% | -$9.33万 | 减仓 |
| V | VISA INC 看跌期权 | $196.46万 | 0.12% | 6,500 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $200.00万 | 0.13% | 60,240 | 3,976 | 7.1% | $13.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $204.05万 | 0.13% | 11,700 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $206.90万 | 0.13% | 21,396 | -51 | -0.2% | -$4,932 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $208.27万 | 0.13% | 12,569 | -1,385 | -9.9% | -$22.95万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $208.77万 | 0.13% | 2,468 | -6 | -0.2% | -$5,076 | 减仓 |
| TBIL | RBB FD INC | $218.94万 | 0.14% | 43,911 | 14,771 | 50.7% | $73.65万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $226.47万 | 0.14% | 164,227 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $229.86万 | 0.14% | 2,307 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $230.76万 | 0.15% | 11,153 | 2,961 | 36.1% | $61.26万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $232.52万 | 0.15% | 16,098 | -214 | -1.3% | -$3.09万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $234.45万 | 0.15% | 1,244 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $239.96万 | 0.15% | 76,590 | -3,305 | -4.1% | -$10.35万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $240.66万 | 0.15% | 14,797 | 136 | 0.9% | $2.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $241.83万 | 0.15% | 9,893 | -277 | -2.7% | -$6.77万 | 减仓 |
| VMI | VALMONT INDS INC | $243.30万 | 0.15% | 6,089 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $243.50万 | 0.15% | 9,297 | -22 | -0.2% | -$5,762 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $254.37万 | 0.16% | 51,987 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $258.02万 | 0.16% | 11,863 | -230 | -1.9% | -$5.00万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $265.93万 | 0.17% | 49,616 | -4,351 | -8.1% | -$23.32万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $278.35万 | 0.18% | 114,126 | -21,135 | -15.6% | -$51.55万 | 减仓 |
| — | EXXON MOBIL CORP | $279.20万 | 0.18% | 16,456 | -32 | -0.2% | -$5,429 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $281.70万 | 0.18% | 61,750 | 7,800 | 14.5% | $35.58万 | 加仓 |
| PGR | PROGRESSIVE CORP | $284.31万 | 0.18% | 14,342 | 324 | 2.3% | $6.42万 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $289.15万 | 0.18% | 65,300 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $289.63万 | 0.18% | 14,643 | -525 | -3.5% | -$10.38万 | 减仓 |
| CAT | CATERPILLAR INC | $290.62万 | 0.18% | 4,102 | -8 | -0.2% | -$5,668 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $291.39万 | 0.18% | 116,392 | 1,317 | 1.1% | $3.30万 | 加仓 |
| FLOT | ISHARES TR | $292.28万 | 0.18% | 57,365 | 439 | 0.8% | $2.24万 | 加仓 |
| META | META PLATFORMS INC | $293.48万 | 0.18% | 5,130 | 106 | 2.1% | $6.06万 | 加仓 |
| USMV | ISHARES TR | $299.12万 | 0.19% | 32,253 | -2,560 | -7.4% | -$23.74万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $299.78万 | 0.19% | 84,589 | -8,614 | -9.2% | -$30.53万 | 减仓 |
| — | ETF SER SOLUTIONS | $302.51万 | 0.19% | 120,537 | 39,441 | 48.6% | $98.99万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $304.49万 | 0.19% | 163,172 | 4,624 | 2.9% | $8.63万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $315.72万 | 0.20% | 24,865 | 251 | 1.0% | $3.19万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $335.94万 | 0.21% | 56,197 | 42 | 0.1% | $2,511 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $338.88万 | 0.21% | 83,528 | -197 | -0.2% | -$7,992 | 减仓 |
| TFC | TRUIST FINL CORP | $344.36万 | 0.22% | 74,911 | -1,358 | -1.8% | -$6.24万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $346.66万 | 0.22% | 7,484 | 245 | 3.4% | $11.35万 | 加仓 |
| HD | HOME DEPOT INC 看跌期权 | $348.62万 | 0.22% | 10,600 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $354.53万 | 0.22% | 38,220 | -1,109 | -2.8% | -$10.29万 | 减仓 |
| IWB | ISHARES TR | $357.66万 | 0.23% | 10,031 | 227 | 2.3% | $8.09万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $373.33万 | 0.24% | 88,467 | 4,914 | 5.9% | $20.74万 | 加仓 |
| PWR | QUANTA SVCS INC | $382.24万 | 0.24% | 6,962 | -573 | -7.6% | -$31.46万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $393.05万 | 0.25% | 201,253 | 2,168 | 1.1% | $4.23万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $393.81万 | 0.25% | 78,245 | -36,090 | -31.6% | -$181.64万 | 减仓 |
| LLY | ELI LILLY & CO | $415.31万 | 0.26% | 4,515 | -503 | -10.0% | -$46.27万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $416.21万 | 0.26% | 144,969 | 11,241 | 8.4% | $32.27万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $430.28万 | 0.27% | 177,729 | 47,957 | 37.0% | $116.10万 | 加仓 |
| DGRO | ISHARES TR | $444.95万 | 0.28% | 63,401 | -2,168 | -3.3% | -$15.21万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $451.75万 | 0.28% | 17,800 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $457.51万 | 0.29% | 15,949 | -1,184 | -6.9% | -$33.96万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $484.24万 | 0.30% | 114,695 | 430 | 0.4% | $1.82万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $495.26万 | 0.31% | 97,857 | 6,638 | 7.3% | $33.60万 | 加仓 |
| VO | VANGUARD INDEX FDS | $525.94万 | 0.33% | 18,314 | 12 | 0.1% | $3,446 | 加仓 |
| QQQ | INVESCO QQQ TR | $538.29万 | 0.34% | 9,326 | 182 | 2.0% | $10.50万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $541.94万 | 0.34% | 25,199 | -1,846 | -6.8% | -$39.70万 | 减仓 |
| HD | HOME DEPOT INC | $561.99万 | 0.35% | 17,088 | -112 | -0.7% | -$3.68万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $576.79万 | 0.36% | 52,584 | 1,644 | 3.2% | $18.03万 | 加仓 |
| INFL | LISTED FDS TR | $607.58万 | 0.38% | 116,707 | 10,748 | 10.1% | $55.95万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $643.69万 | 0.41% | 20,064 | 893 | 4.7% | $28.65万 | 加仓 |
| V | VISA INC | $646.60万 | 0.41% | 21,394 | -293 | -1.4% | -$8.86万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $647.86万 | 0.41% | 158,751 | -9,575 | -5.7% | -$39.08万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $649.14万 | 0.41% | 161,517 | 9,083 | 6.0% | $36.50万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $668.17万 | 0.42% | 402,270 | 173,816 | 76.1% | $288.71万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $682.85万 | 0.43% | 88,555 | -929 | -1.0% | -$7.16万 | 减仓 |
| BOXX | EA SERIES TRUST | $686.19万 | 0.43% | 59,007 | 11,214 | 23.5% | $130.41万 | 加仓 |
| WMT | WALMART INC | $711.22万 | 0.45% | 57,215 | -2,570 | -4.3% | -$31.95万 | 减仓 |
| QUAL | ISHARES TR | $728.73万 | 0.46% | 37,992 | 765 | 2.1% | $14.67万 | 加仓 |
| SH | PROSHARES TR | $740.42万 | 0.47% | 195,208 | 65,026 | 50.0% | $246.64万 | 重新持有 |
| ONEQ | FIDELITY COMWLTH TR | $825.12万 | 0.52% | 97,176 | -6,742 | -6.5% | -$57.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $841.07万 | 0.53% | 28,592 | -899 | -3.0% | -$26.45万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $842.26万 | 0.53% | 110,042 | -9,960 | -8.3% | -$76.23万 | 减仓 |
| AMZN | AMAZON COM INC | $1,103.73万 | 0.69% | 52,995 | -1,308 | -2.4% | -$27.24万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,112.11万 | 0.70% | 196,208 | -6,573 | -3.2% | -$37.26万 | 减仓 |
| AVGO | BROADCOM INC | $1,138.51万 | 0.72% | 36,784 | -1,844 | -4.8% | -$57.07万 | 减仓 |
| TSLA | TESLA INC | $1,184.16万 | 0.75% | 31,854 | -1,213 | -3.7% | -$45.09万 | 减仓 |
| ITOT | ISHARES TR | $1,187.55万 | 0.75% | 83,378 | -8,719 | -9.5% | -$124.18万 | 减仓 |