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 |
|---|---|---|---|---|---|---|---|---|
| ETW | EATON VANCE TAX-MANAGED GLOB | $9.21万 | 0.01% | 10,494 | 87 | 0.8% | $764 | 加仓 |
| SIL | GLOBAL X FDS | $8.85万 | 0.01% | 982 | 982 | — | $8.85万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $8.84万 | 0.01% | 547 | 547 | — | $8.84万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $8.81万 | 0.01% | 1,075 | 1,075 | — | $8.81万 | 新建仓 |
| OEF | ISHARES TR | $8.61万 | 0.01% | 271 | 271 | — | $8.61万 | 新建仓 |
| SMH | VANECK ETF TRUST | $8.37万 | 0.01% | 218 | 218 | — | $8.37万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $8.26万 | 0.01% | 1,506 | 1,506 | — | $8.26万 | 新建仓 |
| IYE | ISHARES TR | $8.23万 | 0.01% | 1,270 | 1,270 | — | $8.23万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $8.22万 | 0.01% | 1,423 | 1,423 | — | $8.22万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $8.21万 | 0.01% | 1,663 | 1,663 | — | $8.21万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $8.11万 | 0.01% | 553 | 553 | — | $8.11万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $8.10万 | 0.01% | 248 | 248 | — | $8.10万 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $8.00万 | 0.01% | 12,532 | 1,900 | 17.9% | $1.21万 | 加仓 |
| SUSC | ISHARES TR | $7.65万 | 0.00% | 3,306 | 3,306 | — | $7.65万 | 新建仓 |
| EPRX | EUPRAXIA PHARMACEUTICALS INC | $7.60万 | 0.00% | 10,500 | 500 | 5.0% | $3,620 | 加仓 |
| IDVO | AMPLIFY ETF TR | $7.39万 | 0.00% | 1,825 | 1,825 | — | $7.39万 | 新建仓 |
| ACWI | ISHARES TR | $7.27万 | 0.00% | 526 | 526 | — | $7.27万 | 新建仓 |
| IGV | ISHARES TR | $7.20万 | 0.00% | 900 | 900 | — | $7.20万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $7.11万 | 0.00% | 1,000 | 1,000 | — | $7.11万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $7.08万 | 0.00% | 1,800 | 1,800 | — | $7.08万 | 新建仓 |
| IMCV | ISHARES TR | $6.99万 | 0.00% | 825 | 825 | — | $6.99万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $6.97万 | 0.00% | 3,250 | 3,250 | — | $6.97万 | 新建仓 |
| SUSA | ISHARES TR | $6.95万 | 0.00% | 526 | 526 | — | $6.95万 | 新建仓 |
| — | EA SERIES TRUST | $6.86万 | 0.00% | 3,446 | 3,446 | — | $6.86万 | 新建仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $6.84万 | 0.00% | 610 | 610 | — | $6.84万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $6.82万 | 0.00% | 1,375 | 1,375 | — | $6.82万 | 新建仓 |
| RING | ISHARES INC | $6.69万 | 0.00% | 847 | 847 | — | $6.69万 | 新建仓 |
| IGIB | ISHARES TR | $6.44万 | 0.00% | 1,209 | 1,209 | — | $6.44万 | 新建仓 |
| LCTU | BLACKROCK ETF TRUST | $6.28万 | 0.00% | 896 | 896 | — | $6.28万 | 新建仓 |
| IBB | ISHARES TR | $6.28万 | 0.00% | 372 | 372 | — | $6.28万 | 新建仓 |
| IWS | ISHARES TR | $5.92万 | 0.00% | 406 | 406 | — | $5.92万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $5.91万 | 0.00% | 1,475 | 1,475 | — | $5.91万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $5.66万 | 0.00% | 452 | 452 | — | $5.66万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $5.56万 | 0.00% | 1,054 | 1,054 | — | $5.56万 | 新建仓 |
| EFIV | SPDR SERIES TRUST | $5.47万 | 0.00% | 867 | 867 | — | $5.47万 | 新建仓 |
| — | LITMAN GREGORY FDS TR | $5.35万 | 0.00% | 5,331 | 5,331 | — | $5.35万 | 新建仓 |
| — | CALAMOS ETF TR | $5.30万 | 0.00% | 2,072 | 2,072 | — | $5.30万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $5.27万 | 0.00% | 1,175 | 1,175 | — | $5.27万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $5.25万 | 0.00% | 2,000 | 2,000 | — | $5.25万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $5.03万 | 0.00% | 461 | 461 | — | $5.03万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $4.98万 | 0.00% | 160 | 160 | — | $4.98万 | 新建仓 |
| CMBS | ISHARES TR | $4.84万 | 0.00% | 993 | 993 | — | $4.84万 | 新建仓 |
| — | EA SERIES TRUST | $4.81万 | 0.00% | 1,355 | 1,355 | — | $4.81万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $4.67万 | 0.00% | 762 | 762 | — | $4.67万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $4.49万 | 0.00% | 351 | 351 | — | $4.49万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $4.39万 | 0.00% | 244 | 244 | — | $4.39万 | 新建仓 |
| ICF | ISHARES TR | $4.31万 | 0.00% | 696 | 696 | — | $4.31万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $4.07万 | 0.00% | 1,123 | 1,123 | — | $4.07万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $4.06万 | 0.00% | 1,375 | 1,375 | — | $4.06万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $4.04万 | 0.00% | 134 | 134 | — | $4.04万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $4.04万 | 0.00% | 885 | 885 | — | $4.04万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3.98万 | 0.00% | 1,121 | 1,121 | — | $3.98万 | 新建仓 |
| IWO | ISHARES TR | $3.94万 | 0.00% | 125 | 125 | — | $3.94万 | 新建仓 |
| PAVE | GLOBAL X FDS | $3.90万 | 0.00% | 767 | 767 | — | $3.90万 | 新建仓 |
| IGSB | ISHARES TR | $3.83万 | 0.00% | 729 | 729 | — | $3.83万 | 新建仓 |
| IDUB | ETF SER SOLUTIONS | $3.74万 | 0.00% | 1,514 | 1,514 | — | $3.74万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $3.62万 | 0.00% | 1,100 | 1,100 | — | $3.62万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $3.60万 | 0.00% | 1,750 | 1,750 | — | $3.60万 | 新建仓 |
| — | CALAMOS ETF TR | $3.58万 | 0.00% | 1,726 | 1,726 | — | $3.58万 | 新建仓 |
| — | EA SERIES TRUST | $3.54万 | 0.00% | 1,061 | 1,061 | — | $3.54万 | 新建仓 |
| IOO | ISHARES TR | $3.50万 | 0.00% | 289 | 289 | — | $3.50万 | 新建仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $3.44万 | 0.00% | 1,279 | 1,279 | — | $3.44万 | 新建仓 |
| ITA | ISHARES TR | $3.39万 | 0.00% | 155 | 155 | — | $3.39万 | 新建仓 |
| XRT | SPDR SERIES TRUST | $3.34万 | 0.00% | 415 | 415 | — | $3.34万 | 新建仓 |
| — | CALAMOS ETF TR | $3.34万 | 0.00% | 1,230 | 1,230 | — | $3.34万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.32万 | 0.00% | 142 | 142 | — | $3.32万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $3.25万 | 0.00% | 792 | 792 | — | $3.25万 | 新建仓 |
| — | CALAMOS ETF TR | $3.15万 | 0.00% | 1,157 | 1,157 | — | $3.15万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $3.12万 | 0.00% | 716 | 716 | — | $3.12万 | 新建仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $3.11万 | 0.00% | 1,500 | 1,500 | — | $3.11万 | 新建仓 |
| — | WISDOMTREE TR | $3.11万 | 0.00% | 475 | 475 | — | $3.11万 | 新建仓 |
| AIQ | GLOBAL X FDS | $3.06万 | 0.00% | 656 | 656 | — | $3.06万 | 新建仓 |
| EMXC | ISHARES INC | $3.06万 | 0.00% | 389 | 389 | — | $3.06万 | 新建仓 |
| IUSG | ISHARES TR | $2.99万 | 0.00% | 193 | 193 | — | $2.99万 | 新建仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $2.99万 | 0.00% | 260 | 260 | — | $2.99万 | 新建仓 |
| LRGF | ISHARES TR | $2.98万 | 0.00% | 452 | 452 | — | $2.98万 | 新建仓 |
| IYR | ISHARES TR | $2.95万 | 0.00% | 312 | 312 | — | $2.95万 | 新建仓 |
| IGF | ISHARES TR | $2.93万 | 0.00% | 438 | 438 | — | $2.93万 | 新建仓 |
| ESGE | ISHARES INC | $2.87万 | 0.00% | 632 | 632 | — | $2.87万 | 新建仓 |
| — | CALAMOS ETF TR | $2.83万 | 0.00% | 1,500 | 1,500 | — | $2.83万 | 新建仓 |
| IJK | ISHARES TR | $2.83万 | 0.00% | 281 | 281 | — | $2.83万 | 新建仓 |
| — | VANECK ETF TRUST | $2.82万 | 0.00% | 729 | 729 | — | $2.82万 | 新建仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $2.81万 | 0.00% | 1,739 | 1,739 | — | $2.81万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $2.81万 | 0.00% | 326 | 326 | — | $2.81万 | 新建仓 |
| BUG | GLOBAL X FDS | $2.74万 | 0.00% | 1,092 | 1,092 | — | $2.74万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2.74万 | 0.00% | 550 | 550 | — | $2.74万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $2.68万 | 0.00% | 250 | 250 | — | $2.68万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $2.61万 | 0.00% | 2,400 | 2,400 | — | $2.61万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $2.60万 | 0.00% | 332 | 332 | — | $2.60万 | 新建仓 |
| BLOK | AMPLIFY ETF TR | $2.55万 | 0.00% | 512 | 512 | — | $2.55万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $2.54万 | 0.00% | 100 | 100 | — | $2.54万 | 新建仓 |
| IHDG | WISDOMTREE TR | $2.42万 | 0.00% | 502 | 502 | — | $2.42万 | 新建仓 |
| URA | GLOBAL X FDS | $2.35万 | 0.00% | 485 | 485 | — | $2.35万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $2.34万 | 0.00% | 478 | 478 | — | $2.34万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $2.33万 | 0.00% | 85 | 85 | — | $2.33万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $2.29万 | 0.00% | 1,029 | 1,029 | — | $2.29万 | 新建仓 |
| — | PACER FDS TR | $2.29万 | 0.00% | 1,206 | 1,206 | — | $2.29万 | 新建仓 |
| MSMR | ETF SER SOLUTIONS | $2.24万 | 0.00% | 649 | 649 | — | $2.24万 | 新建仓 |
| ICLN | ISHARES TR | $2.17万 | 0.00% | 1,188 | 1,188 | — | $2.17万 | 新建仓 |
| — | CALAMOS ETF TR | $2.13万 | 0.00% | 817 | 817 | — | $2.13万 | 新建仓 |