13F 机构持仓

GUARDIAN WEALTH ADVISORS, LLC / NC

RALEIGH NC · SEC CIK 0001901403

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$17.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ACIO 11.8%
DRSK 7.5%
SCHX 4.7%
VOO 3.9%
OSCV 3.7%
CGDV 3.5%
BUFR 3.0%
RDVY 3.0%
FRDM 2.5%
VEA 2.3%

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
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 -142-100.0% -$3.32万 清仓
BLCR BLACKROCK ETF TRUST $00.00%0 -792-100.0% -$3.25万 清仓
— CALAMOS ETF TR $00.00%0 -1,157-100.0% -$3.15万 清仓
FIXD FIRST TR EXCHNG TRADED FD VI $00.00%0 -716-100.0% -$3.12万 清仓
FIIG FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,500-100.0% -$3.11万 清仓
— WISDOMTREE TR $00.00%0 -475-100.0% -$3.11万 清仓
AIQ GLOBAL X FDS $00.00%0 -656-100.0% -$3.06万 清仓
EMXC ISHARES INC $00.00%0 -389-100.0% -$3.06万 清仓
IUSG ISHARES TR $00.00%0 -193-100.0% -$2.99万 清仓
RWL INVESCO EXCH TRADED FD TR II $00.00%0 -260-100.0% -$2.99万 清仓
LRGF ISHARES TR $00.00%0 -452-100.0% -$2.98万 清仓
IYR ISHARES TR $00.00%0 -312-100.0% -$2.95万 清仓
IGF ISHARES TR $00.00%0 -438-100.0% -$2.93万 清仓
ESGE ISHARES INC $00.00%0 -632-100.0% -$2.87万 清仓
— CALAMOS ETF TR $00.00%0 -1,500-100.0% -$2.83万 清仓
IJK ISHARES TR $00.00%0 -281-100.0% -$2.83万 清仓
— VANECK ETF TRUST $00.00%0 -729-100.0% -$2.82万 清仓
MDIV FIRST TR EXCHANGE TRADED FD $00.00%0 -1,739-100.0% -$2.81万 清仓
— INVESCO EXCH TRD SLF IDX FD $00.00%0 -326-100.0% -$2.81万 清仓
BUG GLOBAL X FDS $00.00%0 -1,092-100.0% -$2.74万 清仓
LMBS FIRST TR EXCHANGE-TRADED FD $00.00%0 -550-100.0% -$2.74万 清仓
QTUM ETF SER SOLUTIONS $00.00%0 -250-100.0% -$2.68万 清仓
PGX INVESCO EXCH TRADED FD TR II $00.00%0 -2,400-100.0% -$2.61万 清仓
BSV VANGUARD BD INDEX FDS $00.00%0 -332-100.0% -$2.60万 清仓
BLOK AMPLIFY ETF TR $00.00%0 -512-100.0% -$2.55万 清仓
XAR SPDR SERIES TRUST $00.00%0 -100-100.0% -$2.54万 清仓
IHDG WISDOMTREE TR $00.00%0 -502-100.0% -$2.42万 清仓
URA GLOBAL X FDS $00.00%0 -485-100.0% -$2.35万 清仓
JVAL J P MORGAN EXCHANGE TRADED F $00.00%0 -478-100.0% -$2.34万 清仓
VHT VANGUARD WORLD FD $00.00%0 -85-100.0% -$2.33万 清仓
PID INVESCO EXCHANGE TRADED FD T $00.00%0 -1,029-100.0% -$2.29万 清仓
— PACER FDS TR $00.00%0 -1,206-100.0% -$2.29万 清仓
MSMR ETF SER SOLUTIONS $00.00%0 -649-100.0% -$2.24万 清仓
ICLN ISHARES TR $00.00%0 -1,188-100.0% -$2.17万 清仓
— CALAMOS ETF TR $00.00%0 -817-100.0% -$2.13万 清仓
SRVR PACER FDS TR $00.00%0 -663-100.0% -$2.07万 清仓
— LITMAN GREGORY FDS TR $00.00%0 -2,562-100.0% -$2.04万 清仓
— WISDOMTREE TR $00.00%0 -559-100.0% -$2.04万 清仓
GOVT ISHARES TR $00.00%0 -875-100.0% -$2.00万 清仓
FGD FIRST TR EXCHANGE-TRADED FD $00.00%0 -616-100.0% -$1.97万 清仓
QDPL PACER FDS TR $00.00%0 -475-100.0% -$1.92万 清仓
VOE VANGUARD INDEX FDS $00.00%0 -101-100.0% -$1.86万 清仓
FNDX SCHWAB STRATEGIC TR $00.00%0 -666-100.0% -$1.85万 清仓
LIT GLOBAL X FDS $00.00%0 -245-100.0% -$1.82万 清仓
TIP ISHARES TR $00.00%0 -164-100.0% -$1.82万 清仓
FXD FIRST TR EXCHANGE-TRADED FD $00.00%0 -283-100.0% -$1.81万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -700-100.0% -$1.79万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -700-100.0% -$1.78万 清仓
QQQJ INVESCO EXCH TRADED FD TR II $00.00%0 -481-100.0% -$1.74万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -152-100.0% -$1.68万 清仓
VAW VANGUARD WORLD FD $00.00%0 -72-100.0% -$1.62万 清仓
TLH ISHARES TR $00.00%0 -160-100.0% -$1.61万 清仓
WTPI WISDOMTREE TR $00.00%0 -500-100.0% -$1.60万 清仓
SCHC SCHWAB STRATEGIC TR $00.00%0 -341-100.0% -$1.59万 清仓
DFAX DIMENSIONAL ETF TRUST $00.00%0 -460-100.0% -$1.56万 清仓
EEM ISHARES TR $00.00%0 -274-100.0% -$1.56万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -400-100.0% -$1.53万 清仓
NLR VANECK ETF TRUST $00.00%0 -103-100.0% -$1.37万 清仓
FNDE SCHWAB STRATEGIC TR $00.00%0 -348-100.0% -$1.33万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -279-100.0% -$1.32万 清仓
PKW INVESCO EXCHANGE TRADED FD T $00.00%0 -100-100.0% -$1.31万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -368-100.0% -$1.29万 清仓
UJAN INNOVATOR ETFS TRUST $00.00%0 -300-100.0% -$1.28万 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -311-100.0% -$1.23万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -334-100.0% -$1.23万 清仓
FTSL FIRST TR EXCHANGE-TRADED FD $00.00%0 -267-100.0% -$1.20万 清仓
IDHQ INVESCO EXCH TRADED FD TR II $00.00%0 -335-100.0% -$1.18万 清仓
PFF ISHARES TR $00.00%0 -387-100.0% -$1.17万 清仓
LCTD BLACKROCK ETF TRUST $00.00%0 -205-100.0% -$1.13万 清仓
ESGD ISHARES TR $00.00%0 -117-100.0% -$1.12万 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -377-100.0% -$1.11万 清仓
BSJT INVESCO EXCH TRD SLF IDX FD $00.00%0 -501-100.0% -$1.05万 清仓
— CALAMOS ETF TR $00.00%0 -475-100.0% -$1.04万 清仓
DGRS WISDOMTREE TR $00.00%0 -192-100.0% -$1.02万 清仓
IAGG ISHARES TR $00.00%0 -203-100.0% -$1.02万 清仓
IGOV ISHARES TR $00.00%0 -239-100.0% -$9,813 清仓
IBDR ISHARES TR $00.00%0 -393-100.0% -$9,526 清仓
— INNOVATOR ETFS TRUST $00.00%0 -500-100.0% -$9,386 清仓
BSJR INVESCO EXCH TRD SLF IDX FD $00.00%0 -419-100.0% -$9,371 清仓
BSJQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -403-100.0% -$9,340 清仓
BSJS INVESCO EXCH TRD SLF IDX FD $00.00%0 -427-100.0% -$9,259 清仓
MTUM ISHARES TR $00.00%0 -38-100.0% -$9,120 清仓
STIP ISHARES TR $00.00%0 -85-100.0% -$8,792 清仓
— INNOVATOR ETFS TRUST $00.00%0 -250-100.0% -$8,343 清仓
IGM ISHARES TR $00.00%0 -69-100.0% -$8,177 清仓
IVOG VANGUARD ADMIRAL FDS INC $00.00%0 -62-100.0% -$7,752 清仓
SHE SPDR SERIES TRUST $00.00%0 -59-100.0% -$7,541 清仓
VPU VANGUARD WORLD FD $00.00%0 -38-100.0% -$7,529 清仓
GOVI INVESCO EXCH TRADED FD TR II $00.00%0 -261-100.0% -$7,120 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -200-100.0% -$6,966 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -177-100.0% -$6,938 清仓
RPG INVESCO EXCHANGE TRADED FD T $00.00%0 -148-100.0% -$6,920 清仓
PJAN INNOVATOR ETFS TRUST $00.00%0 -150-100.0% -$6,920 清仓
IDEF BLACKROCK ETF TRUST $00.00%0 -208-100.0% -$6,806 清仓
GDX VANECK ETF TRUST $00.00%0 -74-100.0% -$6,791 清仓
RWO SPDR INDEX SHS FDS $00.00%0 -139-100.0% -$6,362 清仓
IYT ISHARES TR $00.00%0 -80-100.0% -$5,968 清仓
KIE SPDR SERIES TRUST $00.00%0 -100-100.0% -$5,500 清仓
VDC VANGUARD WORLD FD $00.00%0 -24-100.0% -$5,372 清仓
FNDC SCHWAB STRATEGIC TR $00.00%0 -113-100.0% -$5,239 清仓