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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $56.74万 | 0.04% | 2,510 | -37 | -1.5% | -$8,364 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $56.57万 | 0.04% | 10,189 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $56.10万 | 0.04% | 2,829 | -384 | -12.0% | -$7.61万 | 减仓 |
| EMR | EMERSON ELEC CO | $55.58万 | 0.03% | 4,242 | -42 | -1.0% | -$5,503 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $54.88万 | 0.03% | 14,122 | 33 | 0.2% | $1,282 | 加仓 |
| LIN | LINDE PLC | $54.65万 | 0.03% | 1,102 | 11 | 1.0% | $5,455 | 加仓 |
| IXN | ISHARES TR | $54.23万 | 0.03% | 5,425 | -28 | -0.5% | -$2,799 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.22万 | 0.03% | 1,103 | 6 | 0.5% | $2,950 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $54.04万 | 0.03% | 18,584 | 5 | 0.0% | $145 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $52.57万 | 0.03% | 17,137 | 600 | 3.6% | $1.84万 | 加仓 |
| SBUX | STARBUCKS CORP | $52.29万 | 0.03% | 5,837 | -134 | -2.2% | -$1.20万 | 减仓 |
| MKL | MARKEL GROUP INC | $51.87万 | 0.03% | 271 | 11 | 4.2% | $2.11万 | 加仓 |
| INTC | INTEL CORP | $50.08万 | 0.03% | 11,349 | 490 | 4.5% | $2.16万 | 加仓 |
| TXN | TEXAS INSTRS INC | $49.64万 | 0.03% | 2,557 | 45 | 1.8% | $8,737 | 加仓 |
| GIS | GENERAL MILLS INC | $49.36万 | 0.03% | 13,261 | -509 | -3.7% | -$1.89万 | 减仓 |
| AMGN | AMGEN INC | $49.33万 | 0.03% | 1,402 | -123 | -8.1% | -$4.33万 | 减仓 |
| DIS | DISNEY WALT CO | $48.83万 | 0.03% | 5,067 | -92 | -1.8% | -$8,866 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $48.76万 | 0.03% | 6,666 | -405 | -5.7% | -$2.96万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $48.35万 | 0.03% | 2,519 | 44 | 1.8% | $8,446 | 加仓 |
| REET | ISHARES TR | $47.68万 | 0.03% | 18,960 | -885 | -4.5% | -$2.23万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $47.65万 | 0.03% | 1,786 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $47.58万 | 0.03% | 4,272 | -1,467 | -25.6% | -$16.34万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $47.34万 | 0.03% | 4,230 | 0 | 0.0% | — | 不变 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $47.32万 | 0.03% | 14,291 | 14,291 | — | $47.32万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $47.00万 | 0.03% | 1,053 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $46.89万 | 0.03% | 2,936 | 1 | 0.0% | $160 | 加仓 |
| MET | METLIFE INC | $45.74万 | 0.03% | 6,468 | -952 | -12.8% | -$6.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $45.32万 | 0.03% | 1,870 | 34 | 1.9% | $8,241 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $44.96万 | 0.03% | 4,070 | 4 | 0.1% | $442 | 加仓 |
| AGG | ISHARES TR | $44.02万 | 0.03% | 4,434 | 523 | 13.4% | $5.19万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $43.84万 | 0.03% | 2,107 | -47 | -2.2% | -$9,780 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $43.84万 | 0.03% | 14,159 | 808 | 6.1% | $2.50万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $43.78万 | 0.03% | 9,333 | 375 | 4.2% | $1.76万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $43.75万 | 0.03% | 12,294 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $43.23万 | 0.03% | 2,556 | -67 | -2.6% | -$1.13万 | 减仓 |
| AFL | AFLAC INC | $43.14万 | 0.03% | 3,932 | -274 | -6.5% | -$3.01万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $42.70万 | 0.03% | 1,237 | 21 | 1.7% | $7,248 | 加仓 |
| GILD | GILEAD SCIENCES INC | $42.22万 | 0.03% | 3,029 | -96 | -3.1% | -$1.34万 | 减仓 |
| URI | UNITED RENTALS INC | $42.00万 | 0.03% | 577 | 35 | 6.5% | $2.55万 | 加仓 |
| NVS | NOVARTIS AG | $41.75万 | 0.03% | 2,733 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $41.62万 | 0.03% | 3,670 | 24 | 0.7% | $2,722 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $40.44万 | 0.03% | 8,474 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $40.40万 | 0.03% | 1,369 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $39.93万 | 0.03% | 709 | -62 | -8.0% | -$3.49万 | 减仓 |
| MS | MORGAN STANLEY | $39.81万 | 0.03% | 2,419 | -74 | -3.0% | -$1.22万 | 减仓 |
| TFLO | ISHARES TR | $39.77万 | 0.03% | 7,856 | -502 | -6.0% | -$2.54万 | 减仓 |
| SLV | ISHARES SILVER TR | $39.42万 | 0.02% | 5,785 | -5,200 | -47.3% | -$35.43万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $39.38万 | 0.02% | 7,975 | 3,157 | 65.5% | $15.59万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $38.97万 | 0.02% | 22,763 | -195 | -0.8% | -$3,338 | 减仓 |
| GEV | GE VERNOVA INC | $38.41万 | 0.02% | 440 | 8 | 1.9% | $6,983 | 加仓 |
| SYK | STRYKER CORPORATION | $38.33万 | 0.02% | 1,166 | -18 | -1.5% | -$5,917 | 减仓 |
| VBR | VANGUARD INDEX FDS | $38.13万 | 0.02% | 1,755 | 522 | 42.3% | $11.34万 | 加仓 |
| NUE | NUCOR CORP | $37.66万 | 0.02% | 2,227 | -38 | -1.7% | -$6,426 | 减仓 |
| IWF | ISHARES TR | $37.52万 | 0.02% | 880 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $36.93万 | 0.02% | 12,676 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $36.70万 | 0.02% | 9,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $36.64万 | 0.02% | 3,899 | 489 | 14.3% | $4.60万 | 加仓 |
| CME | CME GROUP INC | $36.56万 | 0.02% | 1,238 | -32 | -2.5% | -$9,451 | 减仓 |
| GM | GENERAL MTRS CO | $36.56万 | 0.02% | 4,907 | -4 | -0.1% | -$298 | 减仓 |
| CB | CHUBB LTD SWITZ | $36.37万 | 0.02% | 1,116 | -2 | -0.2% | -$652 | 减仓 |
| PLD | PROLOGIS INC. | $36.18万 | 0.02% | 2,737 | -46 | -1.7% | -$6,080 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $35.84万 | 0.02% | 860 | 5 | 0.6% | $2,084 | 加仓 |
| IYW | ISHARES TR | $35.30万 | 0.02% | 1,946 | -111 | -5.4% | -$2.01万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.23万 | 0.02% | 14,037 | 35 | 0.2% | $879 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.17万 | 0.02% | 18,750 | 18,750 | — | $35.17万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $35.06万 | 0.02% | 10,455 | -31 | -0.3% | -$1,039 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $34.98万 | 0.02% | 19,148 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $34.23万 | 0.02% | 443 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $33.96万 | 0.02% | 460 | 2 | 0.4% | $1,477 | 加仓 |
| TQQQ | PROSHARES TR | $33.45万 | 0.02% | 8,025 | -40 | -0.5% | -$1,667 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $33.39万 | 0.02% | 8,691 | 2,429 | 38.8% | $9.33万 | 加仓 |
| — | MILESTONE PHARMACEUTICALS IN | $33.35万 | 0.02% | 280,250 | 17,050 | 6.5% | $2.03万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $32.68万 | 0.02% | 1,125 | -132 | -10.5% | -$3.83万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $32.43万 | 0.02% | 5,760 | -187 | -3.1% | -$1.05万 | 减仓 |
| MCO | MOODYS CORP | $31.80万 | 0.02% | 729 | -2 | -0.3% | -$872 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $31.72万 | 0.02% | 16,750 | -24,250 | -59.1% | -$45.93万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $31.66万 | 0.02% | 2,579 | 18 | 0.7% | $2,210 | 加仓 |
| SNPS | SYNOPSYS INC | $31.44万 | 0.02% | 793 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $31.27万 | 0.02% | 458 | 18 | 4.1% | $1.23万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $30.82万 | 0.02% | 898 | -5 | -0.6% | -$1,716 | 减仓 |
| USB | US BANCORP | $30.76万 | 0.02% | 5,899 | -213 | -3.5% | -$1.11万 | 减仓 |
| CSX | CSX CORP | $30.43万 | 0.02% | 7,412 | 22 | 0.3% | $903 | 加仓 |
| HAL | HALLIBURTON CO | $30.23万 | 0.02% | 7,754 | -41 | -0.5% | -$1,598 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $29.95万 | 0.02% | 5,196 | -14 | -0.3% | -$807 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $29.92万 | 0.02% | 1,725 | -465 | -21.2% | -$8.07万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $29.38万 | 0.02% | 4,085 | -733 | -15.2% | -$5.27万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $28.69万 | 0.02% | 7,220 | 7,220 | — | $28.69万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $28.64万 | 0.02% | 68 | -7 | -9.3% | -$2.95万 | 减仓 |
| ARKK | ARK ETF TR | $28.48万 | 0.02% | 4,214 | -443 | -9.5% | -$2.99万 | 减仓 |
| ALL | ALLSTATE CORP | $28.36万 | 0.02% | 1,368 | -126 | -8.4% | -$2.61万 | 减仓 |
| NVO | NOVO-NORDISK A S | $28.36万 | 0.02% | 7,718 | 1,100 | 16.6% | $4.04万 | 加仓 |
| TGT | TARGET CORP | $28.28万 | 0.02% | 2,333 | -265 | -10.2% | -$3.21万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.83万 | 0.02% | 4,589 | -268 | -5.5% | -$1.63万 | 减仓 |
| GLW | CORNING INC | $27.45万 | 0.02% | 2,019 | -848 | -29.6% | -$11.53万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $27.37万 | 0.02% | 3,637 | -77 | -2.1% | -$5,794 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $26.94万 | 0.02% | 690 | 48 | 7.5% | $1.87万 | 加仓 |
| UNP | UNION PAC CORP 看跌期权 | $26.69万 | 0.02% | 1,100 | -100 | -8.3% | -$2.43万 | 减仓 |
| NKE | NIKE INC | $26.67万 | 0.02% | 5,045 | -48 | -0.9% | -$2,537 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $26.66万 | 0.02% | 1,624 | 124 | 8.3% | $2.04万 | 重新持有 |
| JBL | JABIL INC | $26.54万 | 0.02% | 999 | -31 | -3.0% | -$8,235 | 减仓 |