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
— INVESCO EXCH TRADED FD TR II $00.00%0 -290-100.0% -$5,200 清仓
BIV VANGUARD BD INDEX FDS $00.00%0 -66-100.0% -$5,094 清仓
— INNOVATOR ETFS TRUST $00.00%0 -190-100.0% -$5,059 清仓
UDOW PROSHARES TR $00.00%0 -100-100.0% -$5,018 清仓
IHI ISHARES TR $00.00%0 -92-100.0% -$4,908 清仓
XSMO INVESCO EXCHANGE TRADED FD T $00.00%0 -64-100.0% -$4,865 清仓
DFEM DIMENSIONAL ETF TRUST $00.00%0 -129-100.0% -$4,454 清仓
IYJ ISHARES TR $00.00%0 -30-100.0% -$4,426 清仓
SOXX ISHARES TR $00.00%0 -13-100.0% -$4,296 清仓
FXL FIRST TR EXCHANGE-TRADED FD $00.00%0 -23-100.0% -$3,654 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 -89-100.0% -$3,637 清仓
TDV PROSHARES TR $00.00%0 -43-100.0% -$3,610 清仓
IYM ISHARES TR $00.00%0 -20-100.0% -$3,518 清仓
VLUE ISHARES TR $00.00%0 -24-100.0% -$3,413 清仓
— GLOBAL X FDS $00.00%0 -112-100.0% -$3,407 清仓
WTAI WISDOMTREE TR $00.00%0 -114-100.0% -$3,218 清仓
— CALAMOS ETF TR $00.00%0 -160-100.0% -$3,208 清仓
FXR FIRST TR EXCHANGE-TRADED FD $00.00%0 -37-100.0% -$3,020 清仓
SUB ISHARES TR $00.00%0 -28-100.0% -$2,982 清仓
FLRN SPDR SERIES TRUST $00.00%0 -78-100.0% -$2,401 清仓
IFV FIRST TR EXCHANGE TRADED FD $00.00%0 -90-100.0% -$2,274 清仓
INTF ISHARES TR $00.00%0 -50-100.0% -$1,948 清仓
JPIN J P MORGAN EXCHANGE TRADED F $00.00%0 -27-100.0% -$1,923 清仓
QYLD GLOBAL X FDS $00.00%0 -107-100.0% -$1,839 清仓
FXO FIRST TR EXCHANGE-TRADED FD $00.00%0 -32-100.0% -$1,798 清仓
XLB SELECT SECTOR SPDR TR $00.00%0 -36-100.0% -$1,783 清仓
— SCHWAB STRATEGIC TR $00.00%0 -33-100.0% -$1,717 清仓
FTXO FIRST TR EXCHANGE TRADED FD $00.00%0 -40-100.0% -$1,447 清仓
FXH FIRST TR EXCHANGE-TRADED FD $00.00%0 -12-100.0% -$1,317 清仓
IDEV ISHARES TR $00.00%0 -15-100.0% -$1,254 清仓
PNQI INVESCO EXCHANGE TRADED FD T $00.00%0 -21-100.0% -$939 清仓
JETS ETF SER SOLUTIONS $00.00%0 -38-100.0% -$936 清仓
MOO VANECK ETF TRUST $00.00%0 -9-100.0% -$761 清仓
FXN FIRST TR EXCHANGE-TRADED FD $00.00%0 -30-100.0% -$674 清仓
EWX SPDR INDEX SHS FDS $00.00%0 -10-100.0% -$661 清仓
— AMPLIFY ETF TR $00.00%0 -10-100.0% -$661 清仓
JGRO J P MORGAN EXCHANGE TRADED F $00.00%0 -7-100.0% -$592 清仓
GSY INVESCO ACTIVELY MANAGED EXC $00.00%0 -10-100.0% -$501 清仓
FBT FIRST TR EXCHANGE-TRADED FD $00.00%0 -2-100.0% -$404 清仓
— EA SERIES TRUST $00.00%0 -8-100.0% -$272 清仓
ROBT FIRST TR EXCHANGE TRADED FD $00.00%0 -5-100.0% -$231 清仓
— GLOBAL X FDS $00.00%0 -11-100.0% -$219 清仓
RWR SPDR SERIES TRUST $00.00%0 -2-100.0% -$202 清仓
TLT ISHARES TR $00.00%0 -2-100.0% -$173 清仓
IEF ISHARES TR $00.00%0 -1-100.0% -$68 清仓
SCZ ISHARES TR $00.00%0 -1-100.0% -$48 清仓