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 |
|---|---|---|---|---|---|---|---|---|
| NXTG | FIRST TR EXCHANGE-TRADED FD | $64.86万 | 0.04% | 4,230 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $64.04万 | 0.04% | 17,726 | -858 | -4.6% | -$3.10万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $63.79万 | 0.04% | 7,718 | -1,018 | -11.7% | -$8.41万 | 减仓 |
| — | ADURO CLEAN TECHNOLOGIES INC | $63.04万 | 0.04% | 40,000 | 40,000 | — | $63.04万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $62.79万 | 0.04% | 14,155 | 33 | 0.2% | $1,464 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $62.62万 | 0.04% | 10,189 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $61.42万 | 0.03% | 6,985 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看跌期权 | $61.25万 | 0.03% | 2,500 | 2,500 | — | $61.25万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $61.23万 | 0.03% | 1,202 | -13 | -1.1% | -$6,622 | 减仓 |
| MPC | MARATHON PETE CORP | $60.85万 | 0.03% | 2,380 | 18 | 0.8% | $4,602 | 加仓 |
| — | CANTERBURY PK HLDG CORP | $60.66万 | 0.03% | 38,319 | -3,325 | -8.0% | -$5.26万 | 减仓 |
| EMR | EMERSON ELEC CO | $60.57万 | 0.03% | 4,232 | -10 | -0.2% | -$1,431 | 减仓 |
| MKL | MARKEL GROUP INC | $58.98万 | 0.03% | 302 | 31 | 11.4% | $6.05万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $58.79万 | 0.03% | 22,849 | 12,849 | 128.5% | $33.06万 | 加仓 |
| LIN | LINDE PLC | $58.25万 | 0.03% | 1,122 | 20 | 1.8% | $1.04万 | 加仓 |
| SBUX | STARBUCKS CORP | $57.86万 | 0.03% | 5,662 | -175 | -3.0% | -$1.79万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.24万 | 0.03% | 737 | 47 | 6.8% | $3.59万 | 加仓 |
| SLV | ISHARES SILVER TR | $55.64万 | 0.03% | 10,405 | 4,620 | 79.9% | $24.70万 | 加仓 |
| GEV | GE VERNOVA INC | $55.57万 | 0.03% | 473 | 33 | 7.5% | $3.88万 | 加仓 |
| AMZN | AMAZON COM INC 看跌期权 | $55.25万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $54.64万 | 0.03% | 6,458 | -10 | -0.2% | -$846 | 减仓 |
| — | ETF SER SOLUTIONS | $54.55万 | 0.03% | 20,146 | 20,146 | — | $54.55万 | 新建仓 |
| AGG | ISHARES TR | $54.26万 | 0.03% | 5,482 | 1,048 | 23.6% | $10.37万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $53.83万 | 0.03% | 2,530 | 11 | 0.4% | $2,340 | 加仓 |
| EFG | ISHARES TR | $53.72万 | 0.03% | 4,318 | 46 | 1.1% | $5,723 | 加仓 |
| GLW | CORNING INC | $53.49万 | 0.03% | 2,094 | 75 | 3.7% | $1.92万 | 加仓 |
| REET | ISHARES TR | $52.64万 | 0.03% | 19,060 | 100 | 0.5% | $2,762 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.18万 | 0.03% | 1,051 | -2 | -0.2% | -$993 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $52.08万 | 0.03% | 2,115 | 8 | 0.4% | $1,970 | 加仓 |
| COP | CONOCOPHILLIPS | $51.89万 | 0.03% | 4,992 | 43 | 0.9% | $4,470 | 加仓 |
| MS | MORGAN STANLEY | $51.79万 | 0.03% | 2,478 | 59 | 2.4% | $1.23万 | 加仓 |
| C | CITIGROUP INC | $51.68万 | 0.03% | 3,693 | 23 | 0.6% | $3,219 | 加仓 |
| AMGN | AMGEN INC | $51.20万 | 0.03% | 1,414 | 12 | 0.9% | $4,345 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $50.85万 | 0.03% | 4,076 | 6 | 0.1% | $749 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $50.53万 | 0.03% | 12,294 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $50.35万 | 0.03% | 9,724 | 391 | 4.2% | $2.02万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $50.12万 | 0.03% | 1,790 | 4 | 0.2% | $1,120 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $49.93万 | 0.03% | 6,666 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $49.81万 | 0.03% | 2,236 | 9 | 0.4% | $2,005 | 加仓 |
| ABT | ABBOTT LABORATORIES | $49.46万 | 0.03% | 5,451 | -851 | -13.5% | -$7.72万 | 减仓 |
| VLO | VALERO ENERGY CORP | $49.43万 | 0.03% | 1,898 | 1,037 | 120.4% | $27.01万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $49.19万 | 0.03% | 981 | -122 | -11.1% | -$6.12万 | 减仓 |
| IYW | ISHARES TR | $49.09万 | 0.03% | 1,946 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $48.91万 | 0.03% | 1,739 | -131 | -7.0% | -$3.68万 | 减仓 |
| GIS | GENERAL MILLS INC | $48.32万 | 0.03% | 13,884 | 623 | 4.7% | $2.17万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $47.93万 | 0.03% | 750 | 750 | — | $47.93万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $47.47万 | 0.03% | 11,212 | -290 | -2.5% | -$1.23万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $47.40万 | 0.03% | 3,983 | 1,547 | 63.5% | $18.41万 | 加仓 |
| DIS | DISNEY WALT CO | $47.39万 | 0.03% | 4,924 | -143 | -2.8% | -$1.38万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $47.38万 | 0.03% | 9,651 | 1,676 | 21.0% | $8.23万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $46.92万 | 0.03% | 22,822 | 59 | 0.3% | $1,213 | 加仓 |
| DE | DEERE & CO | $46.43万 | 0.03% | 732 | 23 | 3.2% | $1.46万 | 加仓 |
| AFL | AFLAC INC | $46.03万 | 0.03% | 3,926 | -6 | -0.2% | -$703 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $45.82万 | 0.03% | 13,541 | 865 | 6.8% | $2.93万 | 加仓 |
| — | MILESTONE PHARMACEUTICALS IN | $45.49万 | 0.03% | 339,450 | 59,200 | 21.1% | $7.93万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $45.29万 | 0.03% | 1,337 | -32 | -2.3% | -$1.08万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $45.00万 | 0.03% | 2,649 | 70 | 2.7% | $1.19万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $44.72万 | 0.03% | 12,130 | -2,029 | -14.3% | -$7.48万 | 减仓 |
| TJX | TJX COS INC NEW | $44.47万 | 0.02% | 2,935 | -1 | -0.0% | -$152 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $44.45万 | 0.02% | 1,520 | 1,520 | — | $44.45万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $43.75万 | 0.02% | 1,283 | 1,283 | — | $43.75万 | 新建仓 |
| IWF | ISHARES TR | $43.31万 | 0.02% | 3,488 | -32 | -0.9% | -$3,973 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $43.09万 | 0.02% | 7,214 | -48,983 | -87.2% | -$292.58万 | 减仓 |
| FNB | F N B CORP | $42.99万 | 0.02% | 22,531 | -16,736 | -42.6% | -$31.93万 | 减仓 |
| NVS | NOVARTIS AG | $42.83万 | 0.02% | 2,733 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $42.79万 | 0.02% | 2,516 | -40 | -1.6% | -$6,803 | 减仓 |
| SGOV | ISHARES TR | $42.43万 | 0.02% | 4,215 | 1,843 | 77.7% | $18.55万 | 重新持有 |
| CARR | CARRIER GLOBAL CORPORATION | $42.18万 | 0.02% | 5,751 | -9 | -0.2% | -$660 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.09万 | 0.02% | 857 | -3 | -0.3% | -$1,473 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $40.94万 | 0.02% | 12,299 | 3,608 | 41.5% | $12.01万 | 加仓 |
| USB | US BANCORP | $40.76万 | 0.02% | 6,729 | 830 | 14.1% | $5.03万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $40.59万 | 0.02% | 14,018 | -19 | -0.1% | -$550 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $40.24万 | 0.02% | 6,823 | 3,165 | 86.5% | $18.67万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $39.63万 | 0.02% | 11,613 | 11,613 | — | $39.63万 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $39.58万 | 0.02% | 19,148 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $39.14万 | 0.02% | 9,000 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $38.59万 | 0.02% | 1,001 | 2 | 0.2% | $771 | 加仓 |
| KLAC | KLA CORP | $38.50万 | 0.02% | 1,276 | 1,276 | — | $38.50万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $38.43万 | 0.02% | 3,042 | 13 | 0.4% | $1,642 | 加仓 |
| EME | EMCOR GROUP INC | $38.42万 | 0.02% | 463 | 3 | 0.7% | $2,490 | 加仓 |
| CB | CHUBB LIMITED | $38.33万 | 0.02% | 1,125 | 9 | 0.8% | $3,067 | 加仓 |
| GM | GENERAL MTRS CO | $37.95万 | 0.02% | 4,923 | 16 | 0.3% | $1,233 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $37.65万 | 0.02% | 1,264 | 1,264 | — | $37.65万 | 新建仓 |
| SYK | STRYKER CORPORATION | $37.11万 | 0.02% | 1,179 | 13 | 1.1% | $4,091 | 加仓 |
| — | INNOVATOR ETFS TRUST | $37.07万 | 0.02% | 18,750 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $37.00万 | 0.02% | 7,718 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $36.65万 | 0.02% | 7,239 | -617 | -7.9% | -$3.12万 | 减仓 |
| PLD | PROLOGIS INC. | $36.59万 | 0.02% | 2,701 | -36 | -1.3% | -$4,877 | 减仓 |
| DAL | DELTA AIR LINES INC | $36.53万 | 0.02% | 3,900 | 131 | 3.5% | $1.23万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $35.42万 | 0.02% | 1,219 | -18 | -1.5% | -$5,231 | 减仓 |
| CSX | CSX CORP | $34.97万 | 0.02% | 7,358 | -54 | -0.7% | -$2,567 | 减仓 |
| SNPS | SYNOPSYS INC | $34.62万 | 0.02% | 776 | -17 | -2.1% | -$7,583 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $34.09万 | 0.02% | 8,474 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $34.06万 | 0.02% | 4,214 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $33.74万 | 0.02% | 10,555 | 100 | 1.0% | $3,197 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $33.40万 | 0.02% | 1,753 | -11 | -0.6% | -$2,096 | 减仓 |
| MCO | MOODYS CORP | $32.61万 | 0.02% | 720 | -9 | -1.2% | -$4,076 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $32.52万 | 0.02% | 3,524 | -375 | -9.6% | -$3.46万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $32.46万 | 0.02% | 1,821 | 121 | 7.1% | $2.16万 | 加仓 |
| ALL | ALLSTATE CORP | $32.17万 | 0.02% | 1,352 | -16 | -1.2% | -$3,807 | 减仓 |