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 |
|---|---|---|---|---|---|---|---|---|
| — | AMPLIFY ETF TR | $661 | 0.00% | 10 | 10 | — | $661 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $592 | 0.00% | 7 | 7 | — | $592 | 新建仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $501 | 0.00% | 10 | 10 | — | $501 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $404 | 0.00% | 2 | 2 | — | $404 | 新建仓 |
| — | EA SERIES TRUST | $272 | 0.00% | 8 | 8 | — | $272 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $231 | 0.00% | 5 | 5 | — | $231 | 新建仓 |
| — | GLOBAL X FDS | $219 | 0.00% | 11 | 11 | — | $219 | 新建仓 |
| RWR | SPDR SERIES TRUST | $202 | 0.00% | 2 | 2 | — | $202 | 新建仓 |
| TLT | ISHARES TR | $173 | 0.00% | 2 | -2,919 | -99.9% | -$25.25万 | 重新持有 |
| IEF | ISHARES TR | $68 | 0.00% | 1 | 1 | — | $68 | 新建仓 |
| SCZ | ISHARES TR | $48 | 0.00% | 1 | 1 | — | $48 | 新建仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -10,000 | -100.0% | -$111.91万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -21,196 | -100.0% | -$51.65万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -8,043 | -100.0% | -$47.12万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -25,095 | -100.0% | -$45.72万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,341 | -100.0% | -$30.71万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -456 | -100.0% | -$30.21万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -747 | -100.0% | -$26.13万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -935 | -100.0% | -$24.20万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -2,148 | -100.0% | -$24.10万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRAYSCALE COINDESK CRYPTO | $0 | 0.00% | 0 | -5,582 | -100.0% | -$23.07万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -430 | -100.0% | -$22.47万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,791 | -100.0% | -$20.22万 | 清仓 |
| — | ADVISORSHARES TR | $0 | 0.00% | 0 | -2,328 | -100.0% | -$20.08万 | 清仓 |
| BOC | BOSTON OMAHA CORP | $0 | 0.00% | 0 | -11,000 | -100.0% | -$13.61万 | 清仓 |