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 |
|---|---|---|---|---|---|---|---|---|
| AKRE | PROFESIONALLY MANAGED PORTFO | $248.79万 | 0.14% | 46,774 | -2,842 | -5.7% | -$15.12万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $247.21万 | 0.14% | 14,064 | -579 | -4.0% | -$10.18万 | 减仓 |
| — | ETF SER SOLUTIONS | $246.73万 | 0.14% | 96,022 | 96,022 | — | $246.73万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $243.86万 | 0.14% | 53,607 | -8,143 | -13.2% | -$37.04万 | 减仓 |
| CSCO | CISCO SYS INC | $242.72万 | 0.14% | 20,664 | 162 | 0.8% | $1.90万 | 加仓 |
| AMAT | APPLIED MATLS INC | $238.49万 | 0.13% | 3,299 | 37 | 1.1% | $2.67万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $233.22万 | 0.13% | 123,593 | 9,467 | 8.3% | $17.86万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $232.52万 | 0.13% | 159,918 | -4,309 | -2.6% | -$6.27万 | 减仓 |
| MOAT | VANECK ETF TRUST | $225.69万 | 0.13% | 21,709 | 313 | 1.5% | $3.25万 | 加仓 |
| — | EXXON MOBIL CORP | $225.05万 | 0.13% | 16,461 | 5 | 0.0% | $684 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $222.97万 | 0.13% | 12,622 | 53 | 0.4% | $9,363 | 加仓 |
| BAC | BANK OF AMER CORP | $220.76万 | 0.12% | 38,743 | -1,338 | -3.3% | -$7.62万 | 减仓 |
| TBIL | RBB FD INC | $217.57万 | 0.12% | 43,636 | -275 | -0.6% | -$1.37万 | 减仓 |
| IJH | ISHARES TR | $211.56万 | 0.12% | 27,436 | 2,259 | 9.0% | $17.42万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $210.23万 | 0.12% | 2,247 | -60 | -2.6% | -$5.61万 | 减仓 |
| IWV | ISHARES TR | $205.87万 | 0.12% | 4,828 | 8 | 0.2% | $3,411 | 加仓 |
| CHE | CHEMED CORP NEW | $204.47万 | 0.11% | 4,390 | -95 | -2.1% | -$4.42万 | 减仓 |
| — | LAZARD ACTIVE ETF TR | $202.08万 | 0.11% | 62,737 | 62,737 | — | $202.08万 | 新建仓 |
| MBB | ISHARES TR | $196.53万 | 0.11% | 20,792 | 190 | 0.9% | $1.80万 | 加仓 |
| MUB | ISHARES TR | $191.23万 | 0.11% | 17,769 | 395 | 2.3% | $4.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $189.58万 | 0.11% | 11,437 | 284 | 2.5% | $4.71万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $187.31万 | 0.11% | 4,507 | 217 | 5.1% | $9.02万 | 加仓 |
| INTC | INTEL CORP | $186.09万 | 0.10% | 13,327 | 1,978 | 17.4% | $27.62万 | 加仓 |
| NOW | SERVICENOW INC | $180.76万 | 0.10% | 18,207 | 3,152 | 20.9% | $31.29万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $178.86万 | 0.10% | 10,905 | -255 | -2.3% | -$4.18万 | 减仓 |
| ORCL | ORACLE CORP | $175.23万 | 0.10% | 11,957 | 190 | 1.6% | $2.78万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $174.98万 | 0.10% | 36,675 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $166.83万 | 0.09% | 59,180 | -1,060 | -1.8% | -$2.99万 | 减仓 |
| RTX | RTX CORPORATION | $163.89万 | 0.09% | 8,638 | -30 | -0.3% | -$5,692 | 减仓 |
| IWD | ISHARES TR | $161.72万 | 0.09% | 6,671 | 7 | 0.1% | $1,697 | 加仓 |
| V | VISA INC 看跌期权 | $161.27万 | 0.09% | 6,500 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $155.46万 | 0.09% | 5,131 | -2 | -0.0% | -$606 | 减仓 |
| IEFA | ISHARES TR | $153.74万 | 0.09% | 15,918 | 674 | 4.4% | $6.51万 | 加仓 |
| UUP | INVESCO DB US DLR INDEX TR | $152.23万 | 0.09% | 53,582 | -122 | -0.2% | -$3,466 | 减仓 |
| PG | PROCTER & GAMBLE CO | $151.16万 | 0.08% | 10,308 | -5,790 | -36.0% | -$84.91万 | 减仓 |
| DVY | ISHARES TR | $141.77万 | 0.08% | 9,070 | 934 | 11.5% | $14.60万 | 加仓 |
| BIL | SPDR SERIES TRUST | $134.97万 | 0.08% | 14,728 | 1,200 | 8.9% | $11.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $132.25万 | 0.07% | 15,352 | -188 | -1.2% | -$1.62万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $123.99万 | 0.07% | 10,627 | -117 | -1.1% | -$1.37万 | 减仓 |
| IJR | ISHARES TR | $123.71万 | 0.07% | 8,341 | -336 | -3.9% | -$4.98万 | 减仓 |
| GLD | SPDR GOLD TR | $123.04万 | 0.07% | 3,340 | 1,717 | 105.8% | $63.25万 | 加仓 |
| MRK | MERCK & CO INC | $122.44万 | 0.07% | 9,528 | 25 | 0.3% | $3,213 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $121.59万 | 0.07% | 9,606 | 1,527 | 18.9% | $19.33万 | 加仓 |
| KO | COCA COLA CO | $121.41万 | 0.07% | 14,939 | 248 | 1.7% | $2.02万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $120.47万 | 0.07% | 3,829 | -95 | -2.4% | -$2.99万 | 减仓 |
| — | ETF SER SOLUTIONS | $120.11万 | 0.07% | 44,141 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $119.86万 | 0.07% | 1,586 | -2 | -0.1% | -$1,511 | 减仓 |
| FIG | FIGMA INC | $119.62万 | 0.07% | 66,123 | 32,198 | 94.9% | $58.25万 | 加仓 |
| SO | SOUTHERN CO | $117.91万 | 0.07% | 12,319 | 49 | 0.4% | $4,690 | 加仓 |
| — | ETF SER SOLUTIONS | $117.73万 | 0.07% | 43,801 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $116.83万 | 0.07% | 2,275 | 1 | 0.0% | $514 | 加仓 |
| QCOM | QUALCOMM INC | $116.64万 | 0.07% | 6,312 | 103 | 1.7% | $1.90万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $113.14万 | 0.06% | 8,408 | 30 | 0.4% | $4,037 | 加仓 |
| OILK | PROSHARES TR | $109.05万 | 0.06% | 22,963 | 7,286 | 46.5% | $34.60万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $106.50万 | 0.06% | 4,887 | -306 | -5.9% | -$6.67万 | 减仓 |
| IWR | ISHARES TR | $105.37万 | 0.06% | 9,551 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $104.29万 | 0.06% | 11,882 | 433 | 3.8% | $3.80万 | 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 |
| UNP | UNION PAC CORP | $102.74万 | 0.06% | 3,777 | 55 | 1.5% | $1.50万 | 加仓 |
| BA | BOEING CO | $102.30万 | 0.06% | 4,726 | -392 | -7.7% | -$8.49万 | 减仓 |
| — | ETF SER SOLUTIONS | $98.14万 | 0.06% | 37,987 | 37,987 | — | $98.14万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $97.68万 | 0.05% | 2,888 | 6 | 0.2% | $2,029 | 加仓 |
| IXUS | ISHARES TR | $97.51万 | 0.05% | 10,217 | 130 | 1.3% | $1.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.28万 | 0.05% | 2,016 | -99 | -4.7% | -$4.73万 | 减仓 |
| RY | ROYAL BK CDA | $92.33万 | 0.05% | 4,461 | -1,269 | -22.1% | -$26.26万 | 减仓 |
| MCD | MCDONALDS CORP | $91.68万 | 0.05% | 3,392 | -649 | -16.1% | -$17.54万 | 减仓 |
| IEMG | ISHARES INC | $91.32万 | 0.05% | 11,024 | 133 | 1.2% | $1.10万 | 加仓 |
| PFE | PFIZER INC | $90.47万 | 0.05% | 37,571 | -1,598 | -4.1% | -$3.85万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $89.81万 | 0.05% | 28,323 | 11,186 | 65.3% | $35.47万 | 加仓 |
| LOW | LOWES COS INC | $88.55万 | 0.05% | 4,016 | -737 | -15.5% | -$16.25万 | 减仓 |
| ASML | ASML HLDG NV | $87.90万 | 0.05% | 442 | 3 | 0.7% | $5,966 | 加仓 |
| BLK | BLACKROCK INC | $86.85万 | 0.05% | 903 | 5 | 0.6% | $4,809 | 加仓 |
| GE | GE AEROSPACE | $86.65万 | 0.05% | 2,319 | 35 | 1.5% | $1.31万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $86.52万 | 0.05% | 2,621 | 13 | 0.5% | $4,291 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $83.36万 | 0.05% | 2,221 | 31 | 1.4% | $1.16万 | 加仓 |
| T | AT&T INC | $81.76万 | 0.05% | 39,499 | -983 | -2.4% | -$2.03万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $81.72万 | 0.05% | 10,341 | 1,036 | 11.1% | $8.19万 | 加仓 |
| PEP | PEPSICO INC | $80.89万 | 0.05% | 5,974 | -228 | -3.7% | -$3.09万 | 减仓 |
| IEV | ISHARES TR | $79.29万 | 0.04% | 10,884 | 190 | 1.8% | $1.38万 | 加仓 |
| IXC | ISHARES TR | $79.11万 | 0.04% | 16,102 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $78.38万 | 0.04% | 5,425 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $77.98万 | 0.04% | 2,616 | 59 | 2.3% | $1.76万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $76.47万 | 0.04% | 4,227 | 105 | 2.5% | $1.90万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $75.53万 | 0.04% | 40,060 | 23,310 | 139.2% | $43.95万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $75.22万 | 0.04% | 27,155 | 837 | 3.2% | $2.32万 | 加仓 |
| XOP | SPDR SERIES TRUST | $75.14万 | 0.04% | 4,871 | 4,871 | — | $75.14万 | 新建仓 |
| — | LISTED FDS TR | $74.48万 | 0.04% | 43,051 | 43,051 | — | $74.48万 | 新建仓 |
| SNDK | SANDISK CORP | $73.90万 | 0.04% | 325 | 325 | — | $73.90万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $73.41万 | 0.04% | 5,342 | -9,455 | -63.9% | -$129.93万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $72.62万 | 0.04% | 1,683 | 59 | 3.6% | $2.55万 | 加仓 |
| COWZ | PACER FDS TR | $71.87万 | 0.04% | 11,555 | 75 | 0.7% | $4,665 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $71.48万 | 0.04% | 4,943 | 12 | 0.2% | $1,735 | 加仓 |
| WFC | WELLS FARGO & CO | $71.42万 | 0.04% | 8,643 | -116 | -1.3% | -$9,586 | 减仓 |
| NFLX | NETFLIX INC. | $69.14万 | 0.04% | 9,683 | -107 | -1.1% | -$7,640 | 减仓 |
| CRM | SALESFORCE INC | $69.12万 | 0.04% | 4,412 | 317 | 7.7% | $4.97万 | 加仓 |
| SHOP | SHOPIFY INC | $68.95万 | 0.04% | 6,039 | 612 | 11.3% | $6.99万 | 加仓 |
| WM | WASTE MGMT INC DEL | $68.89万 | 0.04% | 3,091 | -44 | -1.4% | -$9,806 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $65.61万 | 0.04% | 16,235 | -402 | -2.4% | -$1.62万 | 减仓 |
| URI | UNITED RENTALS INC | $65.31万 | 0.04% | 577 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $64.87万 | 0.04% | 8,009 | -16 | -0.2% | -$1,296 | 减仓 |