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 |
|---|---|---|---|---|---|---|---|---|
| — | ETF SER SOLUTIONS | $120.11万 | 0.07% | 44,141 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $120.47万 | 0.07% | 3,829 | -95 | -2.4% | -$2.99万 | 减仓 |
| KO | COCA COLA CO | $121.41万 | 0.07% | 14,939 | 248 | 1.7% | $2.02万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $121.59万 | 0.07% | 9,606 | 1,527 | 18.9% | $19.33万 | 加仓 |
| MRK | MERCK & CO INC | $122.44万 | 0.07% | 9,528 | 25 | 0.3% | $3,213 | 加仓 |
| GLD | SPDR GOLD TR | $123.04万 | 0.07% | 3,340 | 1,717 | 105.8% | $63.25万 | 加仓 |
| IJR | ISHARES TR | $123.71万 | 0.07% | 8,341 | -336 | -3.9% | -$4.98万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $123.99万 | 0.07% | 10,627 | -117 | -1.1% | -$1.37万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $132.25万 | 0.07% | 15,352 | -188 | -1.2% | -$1.62万 | 减仓 |
| BIL | SPDR SERIES TRUST | $134.97万 | 0.08% | 14,728 | 1,200 | 8.9% | $11.00万 | 加仓 |
| DVY | ISHARES TR | $141.77万 | 0.08% | 9,070 | 934 | 11.5% | $14.60万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $151.16万 | 0.08% | 10,308 | -5,790 | -36.0% | -$84.91万 | 减仓 |
| UUP | INVESCO DB US DLR INDEX TR | $152.23万 | 0.09% | 53,582 | -122 | -0.2% | -$3,466 | 减仓 |
| IEFA | ISHARES TR | $153.74万 | 0.09% | 15,918 | 674 | 4.4% | $6.51万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $155.46万 | 0.09% | 5,131 | -2 | -0.0% | -$606 | 减仓 |
| V | VISA INC 看跌期权 | $161.27万 | 0.09% | 6,500 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $161.72万 | 0.09% | 6,671 | 7 | 0.1% | $1,697 | 加仓 |
| RTX | RTX CORPORATION | $163.89万 | 0.09% | 8,638 | -30 | -0.3% | -$5,692 | 减仓 |
| CPRT | COPART INC | $166.83万 | 0.09% | 59,180 | -1,060 | -1.8% | -$2.99万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $174.98万 | 0.10% | 36,675 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $175.23万 | 0.10% | 11,957 | 190 | 1.6% | $2.78万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $178.86万 | 0.10% | 10,905 | -255 | -2.3% | -$4.18万 | 减仓 |
| NOW | SERVICENOW INC | $180.76万 | 0.10% | 18,207 | 3,152 | 20.9% | $31.29万 | 加仓 |
| INTC | INTEL CORP | $186.09万 | 0.10% | 13,327 | 1,978 | 17.4% | $27.62万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $187.31万 | 0.11% | 4,507 | 217 | 5.1% | $9.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $189.58万 | 0.11% | 11,437 | 284 | 2.5% | $4.71万 | 加仓 |
| MUB | ISHARES TR | $191.23万 | 0.11% | 17,769 | 395 | 2.3% | $4.25万 | 加仓 |
| MBB | ISHARES TR | $196.53万 | 0.11% | 20,792 | 190 | 0.9% | $1.80万 | 加仓 |
| — | LAZARD ACTIVE ETF TR | $202.08万 | 0.11% | 62,737 | 62,737 | — | $202.08万 | 新建仓 |
| CHE | CHEMED CORP NEW | $204.47万 | 0.11% | 4,390 | -95 | -2.1% | -$4.42万 | 减仓 |
| IWV | ISHARES TR | $205.87万 | 0.12% | 4,828 | 8 | 0.2% | $3,411 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $210.23万 | 0.12% | 2,247 | -60 | -2.6% | -$5.61万 | 减仓 |
| IJH | ISHARES TR | $211.56万 | 0.12% | 27,436 | 2,259 | 9.0% | $17.42万 | 加仓 |
| TBIL | RBB FD INC | $217.57万 | 0.12% | 43,636 | -275 | -0.6% | -$1.37万 | 减仓 |
| BAC | BANK OF AMER CORP | $220.76万 | 0.12% | 38,743 | -1,338 | -3.3% | -$7.62万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $222.97万 | 0.13% | 12,622 | 53 | 0.4% | $9,363 | 加仓 |
| — | EXXON MOBIL CORP | $225.05万 | 0.13% | 16,461 | 5 | 0.0% | $684 | 加仓 |
| MOAT | VANECK ETF TRUST | $225.69万 | 0.13% | 21,709 | 313 | 1.5% | $3.25万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $232.52万 | 0.13% | 159,918 | -4,309 | -2.6% | -$6.27万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $233.22万 | 0.13% | 123,593 | 9,467 | 8.3% | $17.86万 | 加仓 |
| AMAT | APPLIED MATLS INC | $238.49万 | 0.13% | 3,299 | 37 | 1.1% | $2.67万 | 加仓 |
| CSCO | CISCO SYS INC | $242.72万 | 0.14% | 20,664 | 162 | 0.8% | $1.90万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $243.86万 | 0.14% | 53,607 | -8,143 | -13.2% | -$37.04万 | 减仓 |
| — | ETF SER SOLUTIONS | $246.73万 | 0.14% | 96,022 | 96,022 | — | $246.73万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $247.21万 | 0.14% | 14,064 | -579 | -4.0% | -$10.18万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $248.79万 | 0.14% | 46,774 | -2,842 | -5.7% | -$15.12万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $249.67万 | 0.14% | 26,271 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $250.64万 | 0.14% | 14,211 | 72 | 0.5% | $1.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $252.73万 | 0.14% | 2,499 | 31 | 1.3% | $3.14万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $253.89万 | 0.14% | 9,997 | 104 | 1.1% | $2.64万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $256.10万 | 0.14% | 5,910 | 985 | 20.0% | $42.68万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $258.85万 | 0.15% | 1,244 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $267.23万 | 0.15% | 22,359 | 6,607 | 41.9% | $78.97万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $277.66万 | 0.16% | 6,982 | 4,470 | 177.9% | $177.76万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $278.07万 | 0.16% | 77,113 | 523 | 0.7% | $1.89万 | 加仓 |
| META | META PLATFORMS INC | $279.16万 | 0.16% | 4,956 | -174 | -3.4% | -$9.80万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $279.26万 | 0.16% | 52,931 | 944 | 1.8% | $4.98万 | 加仓 |
| VB | VANGUARD INDEX FDS | $293.19万 | 0.16% | 9,672 | 375 | 4.0% | $11.37万 | 加仓 |
| ABBV | ABBVIE INC | $299.60万 | 0.17% | 11,906 | 43 | 0.4% | $1.08万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $299.98万 | 0.17% | 99,431 | 14,842 | 17.5% | $44.78万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $301.78万 | 0.17% | 100,560 | 100,560 | — | $301.78万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $301.83万 | 0.17% | 162,493 | -679 | -0.4% | -$1.26万 | 减仓 |
| ICSH | ISHARES TR | $305.34万 | 0.17% | 60,367 | 60,367 | — | $305.34万 | 新建仓 |
| USMV | ISHARES TR | $309.03万 | 0.17% | 32,037 | -216 | -0.7% | -$2.08万 | 减仓 |
| PGR | PROGRESSIVE CORP | $309.06万 | 0.17% | 14,148 | -194 | -1.4% | -$4.24万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $309.36万 | 0.17% | 65,300 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $309.82万 | 0.17% | 2,909 | -1,193 | -29.1% | -$127.06万 | 减仓 |
| — | ETF SER SOLUTIONS | $318.54万 | 0.18% | 115,498 | 72,196 | 166.7% | $199.12万 | 加仓 |
| — | ETF SER SOLUTIONS | $328.22万 | 0.18% | 120,537 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $329.78万 | 0.19% | 121,915 | -23,054 | -15.9% | -$62.36万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $337.18万 | 0.19% | 98,390 | 63,950 | 185.7% | $219.16万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $337.24万 | 0.19% | 17,800 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $349.62万 | 0.20% | 6,053 | -36 | -0.6% | -$2.08万 | 减仓 |
| HD | HOME DEPOT INC 看跌期权 | $353.06万 | 0.20% | 10,600 | 0 | 0.0% | — | 不变 |
| XHLF | BONDBLOXX ETF TRUST | $358.02万 | 0.20% | 71,176 | -7,069 | -9.0% | -$35.56万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $358.68万 | 0.20% | 70,928 | -26,929 | -27.5% | -$136.18万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $359.46万 | 0.20% | 38,273 | 53 | 0.1% | $4,978 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $371.58万 | 0.21% | 84,278 | 750 | 0.9% | $3.31万 | 加仓 |
| TFC | TRUIST FINL CORP | $373.65万 | 0.21% | 75,001 | 90 | 0.1% | $4,484 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $388.05万 | 0.22% | 7,428 | -56 | -0.7% | -$2.93万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $390.57万 | 0.22% | 24,472 | -393 | -1.6% | -$6.27万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $390.64万 | 0.22% | 200,070 | -1,183 | -0.6% | -$2.31万 | 减仓 |
| IWB | ISHARES TR | $390.77万 | 0.22% | 9,543 | -488 | -4.9% | -$19.98万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $397.18万 | 0.22% | 202,489 | 143,331 | 242.3% | $281.14万 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $431.19万 | 0.24% | 102,787 | 14,320 | 16.2% | $60.07万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $436.61万 | 0.25% | 7,516 | 52 | 0.7% | $3.02万 | 加仓 |
| DGRO | ISHARES TR | $471.41万 | 0.26% | 62,200 | -1,201 | -1.9% | -$9.10万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $476.29万 | 0.27% | 184,467 | 6,738 | 3.8% | $17.40万 | 加仓 |
| PWR | QUANTA SVCS INC | $480.23万 | 0.27% | 6,670 | -292 | -4.2% | -$21.02万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $552.21万 | 0.31% | 4,784 | 608 | 14.6% | $70.18万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $556.37万 | 0.31% | 131,809 | 17,114 | 14.9% | $72.24万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $567.56万 | 0.32% | 11,700 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $582.48万 | 0.33% | 16,485 | 536 | 3.4% | $18.94万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $584.40万 | 0.33% | 449,196 | 46,926 | 11.7% | $61.05万 | 加仓 |
| LLY | ELI LILLY & CO | $587.48万 | 0.33% | 4,898 | 383 | 8.5% | $45.94万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $597.33万 | 0.34% | 25,244 | 45 | 0.2% | $1.06万 | 加仓 |
| VO | VANGUARD INDEX FDS | $607.33万 | 0.34% | 75,380 | 2,124 | 2.9% | $17.11万 | 加仓 |
| HD | HOME DEPOT INC | $613.30万 | 0.34% | 17,390 | 302 | 1.8% | $10.65万 | 加仓 |
| WMT | WALMART INC | $641.54万 | 0.36% | 56,643 | -572 | -1.0% | -$6.48万 | 减仓 |
| INFL | LISTED FDS TR | $641.61万 | 0.36% | 128,631 | 11,924 | 10.2% | $59.48万 | 加仓 |