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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $1,265.32万 | 0.80% | 44,002 | 231 | 0.5% | $6.64万 | 加仓 |
| EFV | ISHARES TR | $1,272.62万 | 0.80% | 171,167 | -713 | -0.4% | -$5.30万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,328.53万 | 0.84% | 27,726 | 136 | 0.5% | $6.52万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,346.67万 | 0.85% | 345,655 | 4,546 | 1.3% | $17.71万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $1,381.00万 | 0.87% | 623,475 | -25,635 | -3.9% | -$56.78万 | 减仓 |
| USFR | WISDOMTREE TR | $1,385.16万 | 0.87% | 275,161 | -160,649 | -36.9% | -$808.71万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $1,413.77万 | 0.89% | 308,616 | -150 | -0.0% | -$6,872 | 减仓 |
| MSFT | MICROSOFT CORP | $1,515.63万 | 0.95% | 40,944 | -812 | -1.9% | -$30.06万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,527.72万 | 0.96% | 23,491 | 136 | 0.6% | $8.84万 | 加仓 |
| IVV | ISHARES TR | $1,591.09万 | 1.00% | 24,358 | 9 | 0.0% | $5,879 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $1,729.22万 | 1.09% | 479,540 | 25,073 | 5.5% | $90.41万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $2,048.20万 | 1.29% | 414,364 | 5,114 | 1.2% | $25.28万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,158.21万 | 1.36% | 547,352 | 42,146 | 8.3% | $166.18万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $2,511.44万 | 1.58% | 296,650 | -14,972 | -4.8% | -$126.75万 | 减仓 |
| AAPL | APPLE INC | $2,733.49万 | 1.72% | 107,707 | -4,535 | -4.0% | -$115.09万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,892.94万 | 1.82% | 614,474 | 32,679 | 5.6% | $153.85万 | 加仓 |
| FRDM | EA SERIES TRUST | $3,341.17万 | 2.10% | 610,969 | -16,261 | -2.6% | -$88.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,455.72万 | 2.18% | 198,148 | -4,151 | -2.1% | -$72.39万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,681.60万 | 2.32% | 574,533 | 15,084 | 2.7% | $96.66万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $4,029.98万 | 2.54% | 2,058,213 | 153,504 | 8.1% | $300.56万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4,406.75万 | 2.77% | 645,395 | 1,911 | 0.3% | $13.05万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $4,934.05万 | 3.11% | 1,461,076 | -6,585 | -0.4% | -$22.24万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5,344.32万 | 3.37% | 1,255,489 | 2,830 | 0.2% | $12.05万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,933.01万 | 3.74% | 99,289 | 2,805 | 2.9% | $167.61万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $6,068.01万 | 3.82% | 1,538,543 | -65,566 | -4.1% | -$258.59万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $7,108.38万 | 4.48% | 2,772,378 | 150,206 | 5.7% | $385.13万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $1.23亿 | 7.76% | 4,508,481 | 154,409 | 3.5% | $422.00万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $1.88亿 | 11.82% | 4,472,403 | 91,824 | 2.1% | $385.29万 | 加仓 |