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 |
|---|---|---|---|---|---|---|---|---|
| RSG | REPUBLIC SVCS INC | $26.46万 | 0.02% | 1,208 | 30 | 2.5% | $6,571 | 加仓 |
| MO | ALTRIA GROUP INC | $26.40万 | 0.02% | 4,001 | -195 | -4.6% | -$1.29万 | 减仓 |
| DHI | D R HORTON INC | $26.26万 | 0.02% | 1,914 | -1 | -0.1% | -$137 | 减仓 |
| — | ISHARES TR | $26.24万 | 0.02% | 4,031 | 10 | 0.2% | $651 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $25.79万 | 0.02% | 10,000 | -18,650 | -65.1% | -$48.10万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $25.51万 | 0.02% | 1,381 | -14 | -1.0% | -$2,586 | 减仓 |
| ADI | ANALOG DEVICES INC | $25.32万 | 0.02% | 796 | -42 | -5.0% | -$1.34万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.27万 | 0.02% | 4,282 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $25.25万 | 0.02% | 1,202 | 22 | 1.9% | $4,622 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $25.20万 | 0.02% | 618 | 618 | — | $25.20万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $25.10万 | 0.02% | 3,409 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $25.06万 | 0.02% | 3,769 | -1,591 | -29.7% | -$10.58万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.78万 | 0.02% | 11,735 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $24.72万 | 0.02% | 2,102 | -56 | -2.6% | -$6,587 | 减仓 |
| MDT | MEDTRONIC PLC | $24.56万 | 0.02% | 2,835 | -138 | -4.6% | -$1.20万 | 减仓 |
| IVW | ISHARES TR | $24.48万 | 0.02% | 2,164 | 33 | 1.5% | $3,733 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $23.93万 | 0.02% | 3,813 | 118 | 3.2% | $7,405 | 加仓 |
| SPYG | SPDR SERIES TRUST | $23.85万 | 0.02% | 2,436 | 0 | 0.0% | — | 不变 |
| JSMD | JANUS DETROIT STR TR | $23.56万 | 0.01% | 2,969 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $23.44万 | 0.01% | 1,764 | 1,764 | — | $23.44万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.42万 | 0.01% | 1,732 | -4 | -0.2% | -$541 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $23.38万 | 0.01% | 1,282 | -228 | -15.1% | -$4.16万 | 减仓 |
| RKT | ROCKET COS INC | $23.38万 | 0.01% | 16,405 | -1,933 | -10.5% | -$2.75万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $23.26万 | 0.01% | 1,145 | -55 | -4.6% | -$1.12万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.22万 | 0.01% | 535 | 12 | 2.3% | $5,208 | 加仓 |
| MTB | M & T BK CORP | $23.17万 | 0.01% | 1,121 | 5 | 0.4% | $1,034 | 加仓 |
| F | FORD MTR CO | $22.95万 | 0.01% | 19,890 | -99 | -0.5% | -$1,142 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $22.84万 | 0.01% | 6,204 | 443 | 7.7% | $1.63万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.81万 | 0.01% | 5,865 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $22.75万 | 0.01% | 2,010 | 8 | 0.4% | $906 | 加仓 |
| IWM | ISHARES TR | $22.31万 | 0.01% | 900 | -15 | -1.6% | -$3,718 | 减仓 |
| EXC | EXELON CORP | $22.15万 | 0.01% | 4,519 | -8 | -0.2% | -$392 | 重新持有 |
| DG | DOLLAR GEN CORP | $22.05万 | 0.01% | 1,857 | -91 | -4.7% | -$1.08万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $22.02万 | 0.01% | 7,950 | -1,747 | -18.0% | -$4.84万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $21.97万 | 0.01% | 3,738 | 3,738 | — | $21.97万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $21.78万 | 0.01% | 3,658 | -1,783 | -32.8% | -$10.62万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $21.61万 | 0.01% | 774 | 71 | 10.1% | $1.98万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.58万 | 0.01% | 1,646 | -134 | -7.5% | -$1.76万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $21.55万 | 0.01% | 485 | 6 | 1.3% | $2,666 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $21.54万 | 0.01% | 2,150 | 25 | 1.2% | $2,504 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.39万 | 0.01% | 11,300 | 11,300 | — | $21.39万 | 新建仓 |
| MSTR | STRATEGY INC | $21.38万 | 0.01% | 1,713 | -484 | -22.0% | -$6.04万 | 减仓 |
| VLO | VALERO ENERGY CORP | $21.27万 | 0.01% | 861 | -1,063 | -55.2% | -$26.25万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.23万 | 0.01% | 344 | -33 | -8.8% | -$2.04万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.22万 | 0.01% | 11,170 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $21.03万 | 0.01% | 594 | -948 | -61.5% | -$33.57万 | 减仓 |
| — | PEAKSTONE REALTY TRUST | $20.34万 | 0.01% | 9,736 | -2,140 | -18.0% | -$4.47万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $20.27万 | 0.01% | 7,060 | 164 | 2.4% | $4,708 | 加仓 |
| CI | THE CIGNA GROUP | $20.03万 | 0.01% | 751 | -363 | -32.6% | -$9.68万 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $19.30万 | 0.01% | 15,430 | -1,265 | -7.6% | -$1.58万 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $19.28万 | 0.01% | 1,153 | 1,153 | — | $19.28万 | 新建仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $18.98万 | 0.01% | 829 | 829 | — | $18.98万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $18.91万 | 0.01% | 3,016 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $18.33万 | 0.01% | 1,296 | -232 | -15.2% | -$3.28万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $17.89万 | 0.01% | 7,000 | 7,000 | — | $17.89万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $17.88万 | 0.01% | 1,207 | 1,207 | — | $17.88万 | 新建仓 |
| IUSB | ISHARES TR | $17.86万 | 0.01% | 3,866 | -6,962 | -64.3% | -$32.16万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $17.77万 | 0.01% | 3,874 | -628 | -13.9% | -$2.88万 | 减仓 |
| SHY | ISHARES TR | $17.69万 | 0.01% | 2,142 | -1,872 | -46.6% | -$15.46万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $17.42万 | 0.01% | 4,800 | -2,500 | -34.2% | -$9.07万 | 减仓 |
| PGEN | PRECIGEN INC | $17.18万 | 0.01% | 44,399 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $16.99万 | 0.01% | 6,384 | 6,384 | — | $16.99万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $16.63万 | 0.01% | 1,139 | 1,139 | — | $16.63万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $16.31万 | 0.01% | 7,026 | 7,026 | — | $16.31万 | 新建仓 |
| AGNC | AGNC INVT CORP | $16.15万 | 0.01% | 16,101 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $16.14万 | 0.01% | 4,175 | 4,175 | — | $16.14万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $15.98万 | 0.01% | 3,483 | 3,483 | — | $15.98万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $15.68万 | 0.01% | 12,872 | 12,872 | — | $15.68万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $15.61万 | 0.01% | 9,335 | 9,335 | — | $15.61万 | 新建仓 |
| DSI | ISHARES TR | $14.37万 | 0.01% | 1,186 | 1,186 | — | $14.37万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $14.33万 | 0.01% | 4,699 | 4,699 | — | $14.33万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $14.33万 | 0.01% | 1,615 | 1,615 | — | $14.33万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $13.58万 | 0.01% | 2,247 | 2,247 | — | $13.58万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $13.56万 | 0.01% | 4,116 | 4,116 | — | $13.56万 | 新建仓 |
| DSCO | DOUBLELINE ETF TRUST | $13.17万 | 0.01% | 5,301 | 5,301 | — | $13.17万 | 新建仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $12.88万 | 0.01% | 2,520 | 2,520 | — | $12.88万 | 新建仓 |
| — | RBB FD INC | $12.77万 | 0.01% | 4,519 | 4,519 | — | $12.77万 | 新建仓 |
| EFA | ISHARES TR | $12.63万 | 0.01% | 1,300 | 1,300 | — | $12.63万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $12.44万 | 0.01% | 1,328 | 1,328 | — | $12.44万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $12.43万 | 0.01% | 3,250 | 3,250 | — | $12.43万 | 新建仓 |
| IYG | ISHARES TR | $12.43万 | 0.01% | 1,500 | 1,500 | — | $12.43万 | 新建仓 |
| DGRW | WISDOMTREE TR | $12.24万 | 0.01% | 1,393 | 1,393 | — | $12.24万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $12.05万 | 0.01% | 2,487 | 2,487 | — | $12.05万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $11.78万 | 0.01% | 2,438 | 2,438 | — | $11.78万 | 新建仓 |
| HDV | ISHARES TR | $11.32万 | 0.01% | 834 | 834 | — | $11.32万 | 新建仓 |
| — | LITMAN GREGORY FDS TR | $11.18万 | 0.01% | 8,563 | 8,563 | — | $11.18万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $11.14万 | 0.01% | 1,182 | 1,182 | — | $11.14万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $10.97万 | 0.01% | 1,791 | 1,791 | — | $10.97万 | 新建仓 |
| IVE | ISHARES TR | $10.71万 | 0.01% | 507 | 507 | — | $10.71万 | 新建仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $10.70万 | 0.01% | 2,807 | 2,807 | — | $10.70万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $10.61万 | 0.01% | 1,823 | 1,823 | — | $10.61万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $10.60万 | 0.01% | 5,600 | 5,600 | — | $10.60万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.43万 | 0.01% | 3,231 | 3,231 | — | $10.43万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $10.42万 | 0.01% | 2,192 | 2,192 | — | $10.42万 | 新建仓 |
| IWC | ISHARES TR | $10.21万 | 0.01% | 640 | 640 | — | $10.21万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $10.06万 | 0.01% | 2,700 | 2,700 | — | $10.06万 | 新建仓 |
| STXF | EA SERIES TRUST | $9.91万 | 0.01% | 2,361 | 2,361 | — | $9.91万 | 新建仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $9.89万 | 0.01% | 4,425 | 4,425 | — | $9.89万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $9.45万 | 0.01% | 3,179 | 3,179 | — | $9.45万 | 新建仓 |
| UDEC | INNOVATOR ETFS TRUST | $9.32万 | 0.01% | 2,400 | 2,400 | — | $9.32万 | 新建仓 |