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 |
|---|---|---|---|---|---|---|---|---|
| APD | AIR PRODUCTS AND CHEMICALS I | $31.08万 | 0.02% | 1,060 | -65 | -5.8% | -$1.91万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $31.07万 | 0.02% | 6,186 | 6,186 | — | $31.07万 | 新建仓 |
| FTNT | FORTINET INC | $30.68万 | 0.02% | 1,997 | 1,997 | — | $30.68万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $30.66万 | 0.02% | 5,301 | 105 | 2.0% | $6,073 | 加仓 |
| IUSB | ISHARES TR | $30.56万 | 0.02% | 6,621 | 2,755 | 71.3% | $12.71万 | 加仓 |
| — | ISHARES TR | $30.52万 | 0.02% | 4,041 | 10 | 0.2% | $755 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $30.50万 | 0.02% | 7,220 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $30.49万 | 0.02% | 1,872 | -42 | -2.2% | -$6,841 | 减仓 |
| CI | THE CIGNA GROUP | $30.44万 | 0.02% | 1,104 | 353 | 47.0% | $9.73万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $30.37万 | 0.02% | 3,676 | -32 | -0.9% | -$2,644 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $30.06万 | 0.02% | 2,969 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $30.06万 | 0.02% | 2,415 | -414 | -14.6% | -$5.15万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $29.98万 | 0.02% | 1,234 | -521 | -29.7% | -$12.66万 | 减仓 |
| GOOGL | ALPHABET INC 看跌期权 | $29.85万 | 0.02% | 2,200 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $29.62万 | 0.02% | 4,105 | 20 | 0.5% | $1,443 | 加仓 |
| MO | ALTRIA GROUP INC | $29.61万 | 0.02% | 4,116 | 115 | 2.9% | $8,274 | 加仓 |
| IVW | ISHARES TR | $29.35万 | 0.02% | 2,134 | -30 | -1.4% | -$4,127 | 减仓 |
| UMBF | UMB FINL CORP | $29.09万 | 0.02% | 2,031 | 21 | 1.0% | $3,007 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $28.37万 | 0.02% | 801 | -97 | -10.8% | -$3.44万 | 减仓 |
| PHM | PULTE GROUP INC | $28.05万 | 0.02% | 2,044 | -58 | -2.8% | -$7,959 | 减仓 |
| CVS | CVS HEALTH CORP | $28.00万 | 0.02% | 2,707 | -44 | -1.6% | -$4,551 | 重新持有 |
| HON | HONEYWELL INTL INC | $27.79万 | 0.02% | 1,241 | -1,269 | -50.6% | -$28.41万 | 减仓 |
| F | FORD MTR CO | $27.73万 | 0.02% | 19,948 | 58 | 0.3% | $806 | 加仓 |
| TGT | TARGET CORP | $27.55万 | 0.02% | 2,109 | -224 | -9.6% | -$2.93万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $27.53万 | 0.02% | 3,064 | 48 | 1.6% | $4,313 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $27.44万 | 0.02% | 1,241 | 1,241 | — | $27.44万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $27.20万 | 0.02% | 1,356 | 74 | 5.8% | $1.48万 | 加仓 |
| IWM | ISHARES TR | $27.04万 | 0.02% | 900 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $26.90万 | 0.02% | 1,218 | -20 | -1.6% | -$4,417 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.85万 | 0.02% | 4,660 | 71 | 1.5% | $4,091 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $26.81万 | 0.02% | 430 | -13 | -2.9% | -$8,106 | 减仓 |
| MTB | M & T BK CORP | $26.63万 | 0.01% | 1,119 | -2 | -0.2% | -$476 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $26.50万 | 0.01% | 1,590 | -135 | -7.8% | -$2.25万 | 减仓 |
| HAL | HALLIBURTON CO | $26.29万 | 0.01% | 7,745 | -9 | -0.1% | -$306 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $26.02万 | 0.01% | 2,143 | -7 | -0.3% | -$850 | 减仓 |
| GOOG | ALPHABET INC 看跌期权 | $25.99万 | 0.01% | 1,900 | -300 | -13.6% | -$4.10万 | 减仓 |
| ADI | ANALOG DEVICES INC | $25.90万 | 0.01% | 652 | -144 | -18.1% | -$5.72万 | 减仓 |
| RKT | ROCKET COS INC | $25.89万 | 0.01% | 16,438 | 33 | 0.2% | $520 | 加仓 |
| — | INNOVATOR ETFS TRUST | $25.78万 | 0.01% | 11,735 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $25.71万 | 0.01% | 1,462 | 1,462 | — | $25.71万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.46万 | 0.01% | 4,987 | 705 | 16.5% | $3.60万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $25.34万 | 0.01% | 1,189 | -19 | -1.6% | -$4,049 | 减仓 |
| PGEN | PRECIGEN INC | $25.31万 | 0.01% | 44,399 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.17万 | 0.01% | 1,124 | -21 | -1.8% | -$4,703 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $24.96万 | 0.01% | 3,968 | 230 | 6.2% | $1.45万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $24.72万 | 0.01% | 5,393 | 5,393 | — | $24.72万 | 新建仓 |
| FEOE | RBB FUND TRUST | $24.35万 | 0.01% | 4,560 | 4,560 | — | $24.35万 | 新建仓 |
| UNP | UNION PAC CORP 看跌期权 | $24.31万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $24.25万 | 0.01% | 4,650 | 4,650 | — | $24.25万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.03万 | 0.01% | 249 | 249 | — | $24.03万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $23.88万 | 0.01% | 5,865 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $23.88万 | 0.01% | 1,386 | 5 | 0.4% | $861 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $23.87万 | 0.01% | 830 | 1 | 0.1% | $288 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $23.20万 | 0.01% | 1,751 | 19 | 1.1% | $2,518 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $23.16万 | 0.01% | 329 | -15 | -4.4% | -$1.06万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.90万 | 0.01% | 8,640 | 2,256 | 35.3% | $5.98万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $22.58万 | 0.01% | 3,030 | -607 | -16.7% | -$4.52万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.55万 | 0.01% | 11,300 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $22.42万 | 0.01% | 11,170 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $22.25万 | 0.01% | 485 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $22.07万 | 0.01% | 1,129 | -24 | -2.1% | -$4,692 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $22.07万 | 0.01% | 1,613 | -33 | -2.0% | -$4,515 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $21.89万 | 0.01% | 527 | -8 | -1.5% | -$3,323 | 减仓 |
| CMI | CUMMINS INC | $21.75万 | 0.01% | 305 | 305 | — | $21.75万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $21.69万 | 0.01% | 3,761 | 1,323 | 54.3% | $7.63万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $21.64万 | 0.01% | 3,881 | 7 | 0.2% | $390 | 加仓 |
| DG | DOLLAR GEN CORP | $21.36万 | 0.01% | 1,856 | -1 | -0.1% | -$115 | 减仓 |
| EXC | EXELON CORP | $21.32万 | 0.01% | 4,574 | 55 | 1.2% | $2,564 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $21.21万 | 0.01% | 416 | -42 | -9.2% | -$2.14万 | 减仓 |
| ESGU | ISHARES TR | $21.10万 | 0.01% | 1,289 | -7 | -0.5% | -$1,146 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $20.96万 | 0.01% | 3,511 | 3,511 | — | $20.96万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $20.49万 | 0.01% | 595 | 595 | — | $20.49万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $20.48万 | 0.01% | 4,250 | 4,250 | — | $20.48万 | 新建仓 |
| NKE | NIKE INC | $20.46万 | 0.01% | 4,978 | -67 | -1.3% | -$2,754 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.34万 | 0.01% | 752 | 752 | — | $20.34万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $20.29万 | 0.01% | 2,896 | 2,896 | — | $20.29万 | 新建仓 |
| ETN | EATON CORP PLC | $20.09万 | 0.01% | 471 | 471 | — | $20.09万 | 新建仓 |
| BN | BROOKFIELD CORP | $20.05万 | 0.01% | 4,707 | 0 | 0.0% | — | 重新持有 |
| AGNC | AGNC INVT CORP | $17.53万 | 0.01% | 16,082 | -19 | -0.1% | -$207 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $15.72万 | 0.01% | 14,098 | -1,332 | -8.6% | -$1.49万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $13.65万 | 0.01% | 11,797 | -1,075 | -8.4% | -$1.24万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $10.42万 | 0.01% | 13,782 | 1,250 | 10.0% | $9,450 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $10.13万 | 0.01% | 10,503 | 9 | 0.1% | $87 | 加仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $6.94万 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $0 | 0.00% | 0 | -57,365 | -100.0% | -$292.28万 | 清仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -116,392 | -100.0% | -$291.39万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -4,400 | -100.0% | -$64.36万 | 清仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $0 | 0.00% | 0 | -14,291 | -100.0% | -$47.32万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,202 | -100.0% | -$25.25万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,409 | -100.0% | -$25.10万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,835 | -100.0% | -$24.56万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,813 | -100.0% | -$23.93万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -6,204 | -100.0% | -$22.84万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -7,950 | -100.0% | -$22.02万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -774 | -100.0% | -$21.61万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,713 | -100.0% | -$21.38万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -594 | -100.0% | -$21.03万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -9,736 | -100.0% | -$20.34万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,060 | -100.0% | -$20.27万 | 清仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,000 | -100.0% | -$17.89万 | 清仓 |