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 |
|---|---|---|---|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | $685.44万 | 0.38% | 53,629 | 1,045 | 2.0% | $13.36万 | 加仓 |
| QQQ | INVESCO QQQ TR | $709.70万 | 0.40% | 9,634 | 308 | 3.3% | $22.69万 | 加仓 |
| BOXX | EA SERIES TRUST | $718.44万 | 0.40% | 61,358 | 2,351 | 4.0% | $27.53万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $730.93万 | 0.41% | 154,858 | -6,659 | -4.1% | -$31.43万 | 减仓 |
| V | VISA INC | $739.16万 | 0.41% | 21,544 | 150 | 0.7% | $5.15万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $750.57万 | 0.42% | 141,938 | -16,813 | -10.6% | -$88.91万 | 减仓 |
| SH | PROSHARES TR | $769.77万 | 0.43% | 233,122 | 37,914 | 19.4% | $125.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $770.53万 | 0.43% | 20,823 | 759 | 3.8% | $28.09万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $774.51万 | 0.43% | 90,597 | 2,042 | 2.3% | $17.46万 | 加仓 |
| QUAL | ISHARES TR | $847.21万 | 0.48% | 38,609 | 617 | 1.6% | $13.54万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $882.28万 | 0.50% | 85,475 | -11,701 | -12.0% | -$120.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $935.14万 | 0.52% | 28,569 | -23 | -0.1% | -$7,529 | 减仓 |
| SPYM | SPDR SERIES TRUST | $989.83万 | 0.56% | 112,634 | 2,592 | 2.4% | $22.78万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,021.50万 | 0.57% | 180,861 | -15,347 | -7.8% | -$86.68万 | 减仓 |
| AMZN | AMAZON COM INC | $1,282.61万 | 0.72% | 53,814 | 819 | 1.5% | $19.52万 | 加仓 |
| TSLA | TESLA INC | $1,333.12万 | 0.75% | 31,696 | -158 | -0.5% | -$6.65万 | 减仓 |
| EFV | ISHARES TR | $1,340.99万 | 0.75% | 175,178 | 4,011 | 2.3% | $30.70万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $1,369.56万 | 0.77% | 623,093 | -382 | -0.1% | -$8,396 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,386.93万 | 0.78% | 27,717 | -9 | -0.0% | -$4,504 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,393.19万 | 0.78% | 337,743 | -7,912 | -2.3% | -$32.64万 | 减仓 |
| ITOT | ISHARES TR | $1,394.67万 | 0.78% | 84,901 | 1,523 | 1.8% | $25.02万 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $1,399.59万 | 0.79% | 306,991 | -1,625 | -0.5% | -$7.41万 | 减仓 |
| USFR | WISDOMTREE TR | $1,412.15万 | 0.79% | 280,466 | 5,305 | 1.9% | $26.71万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,531.40万 | 0.86% | 41,054 | 110 | 0.3% | $4.10万 | 加仓 |
| GOOGL | ALPHABET INC | $1,568.73万 | 0.88% | 43,897 | -105 | -0.2% | -$3.75万 | 减仓 |
| AVGO | BROADCOM INC | $1,603.57万 | 0.90% | 42,451 | 5,667 | 15.4% | $214.07万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,680.62万 | 0.94% | 22,505 | -986 | -4.2% | -$73.63万 | 减仓 |
| IVV | ISHARES TR | $1,875.57万 | 1.05% | 25,045 | 687 | 2.8% | $51.45万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $2,032.39万 | 1.14% | 488,028 | 8,488 | 1.8% | $35.35万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $2,356.82万 | 1.32% | 423,537 | 9,173 | 2.2% | $51.04万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,466.15万 | 1.38% | 571,663 | 24,311 | 4.4% | $104.88万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $2,885.82万 | 1.62% | 305,636 | 8,986 | 3.0% | $84.85万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,898.95万 | 1.63% | 617,587 | 3,113 | 0.5% | $14.61万 | 加仓 |
| AAPL | APPLE INC | $3,114.75万 | 1.75% | 107,643 | -64 | -0.1% | -$1.85万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $3,901.74万 | 2.19% | 2,020,581 | -37,632 | -1.8% | -$72.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,931.47万 | 2.21% | 196,485 | -1,663 | -0.8% | -$33.27万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,175.87万 | 2.34% | 586,087 | 11,554 | 2.0% | $82.32万 | 加仓 |
| FRDM | EA SERIES TRUST | $4,452.09万 | 2.50% | 610,225 | -744 | -0.1% | -$5.43万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $5,394.62万 | 3.03% | 665,509 | 20,114 | 3.1% | $163.04万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $5,422.22万 | 3.04% | 1,484,319 | 23,243 | 1.6% | $84.91万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $6,320.04万 | 3.55% | 1,281,501 | 26,012 | 2.1% | $128.28万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $6,590.98万 | 3.70% | 1,562,215 | 23,672 | 1.5% | $99.87万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6,864.46万 | 3.85% | 99,947 | 658 | 0.7% | $45.19万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $8,387.04万 | 4.71% | 2,849,825 | 77,447 | 2.8% | $227.93万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $1.33亿 | 7.46% | 4,621,680 | 113,199 | 2.5% | $325.45万 | 加仓 |
| ACIO | ETF SER SOLUTIONS | $2.10亿 | 11.77% | 4,543,323 | 70,920 | 1.6% | $327.22万 | 加仓 |