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 |
|---|---|---|---|---|---|---|---|---|
| ACIO | ETF SER SOLUTIONS | $1.88亿 | 11.82% | 4,472,403 | 91,824 | 2.1% | $385.29万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $1.23亿 | 7.76% | 4,508,481 | 154,409 | 3.5% | $422.00万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $7,108.38万 | 4.48% | 2,772,378 | 150,206 | 5.7% | $385.13万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $6,068.01万 | 3.82% | 1,538,543 | -65,566 | -4.1% | -$258.59万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $5,933.01万 | 3.74% | 99,289 | 2,805 | 2.9% | $167.61万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5,344.32万 | 3.37% | 1,255,489 | 2,830 | 0.2% | $12.05万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $4,934.05万 | 3.11% | 1,461,076 | -6,585 | -0.4% | -$22.24万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $4,406.75万 | 2.77% | 645,395 | 1,911 | 0.3% | $13.05万 | 加仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $4,029.98万 | 2.54% | 2,058,213 | 153,504 | 8.1% | $300.56万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,681.60万 | 2.32% | 574,533 | 15,084 | 2.7% | $96.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,455.72万 | 2.18% | 198,148 | -4,151 | -2.1% | -$72.39万 | 减仓 |
| FRDM | EA SERIES TRUST | $3,341.17万 | 2.10% | 610,969 | -16,261 | -2.6% | -$88.93万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $2,892.94万 | 1.82% | 614,474 | 32,679 | 5.6% | $153.85万 | 加仓 |
| AAPL | APPLE INC | $2,733.49万 | 1.72% | 107,707 | -4,535 | -4.0% | -$115.09万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $2,511.44万 | 1.58% | 296,650 | -14,972 | -4.8% | -$126.75万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,158.21万 | 1.36% | 547,352 | 42,146 | 8.3% | $166.18万 | 加仓 |
| ADME | ETF SER SOLUTIONS | $2,048.20万 | 1.29% | 414,364 | 5,114 | 1.2% | $25.28万 | 加仓 |
| DUBS | ETF SER SOLUTIONS | $1,729.22万 | 1.09% | 479,540 | 25,073 | 5.5% | $90.41万 | 加仓 |
| IVV | ISHARES TR | $1,591.09万 | 1.00% | 24,358 | 9 | 0.0% | $5,879 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,527.72万 | 0.96% | 23,491 | 136 | 0.6% | $8.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,515.63万 | 0.95% | 40,944 | -812 | -1.9% | -$30.06万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $1,413.77万 | 0.89% | 308,616 | -150 | -0.0% | -$6,872 | 减仓 |
| USFR | WISDOMTREE TR | $1,385.16万 | 0.87% | 275,161 | -160,649 | -36.9% | -$808.71万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $1,381.00万 | 0.87% | 623,475 | -25,635 | -3.9% | -$56.78万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,346.67万 | 0.85% | 345,655 | 4,546 | 1.3% | $17.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,328.53万 | 0.84% | 27,726 | 136 | 0.5% | $6.52万 | 加仓 |
| EFV | ISHARES TR | $1,272.62万 | 0.80% | 171,167 | -713 | -0.4% | -$5.30万 | 减仓 |
| GOOGL | ALPHABET INC | $1,265.32万 | 0.80% | 44,002 | 231 | 0.5% | $6.64万 | 加仓 |
| ITOT | ISHARES TR | $1,187.55万 | 0.75% | 83,378 | -8,719 | -9.5% | -$124.18万 | 减仓 |
| TSLA | TESLA INC | $1,184.16万 | 0.75% | 31,854 | -1,213 | -3.7% | -$45.09万 | 减仓 |
| AVGO | BROADCOM INC | $1,138.51万 | 0.72% | 36,784 | -1,844 | -4.8% | -$57.07万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,112.11万 | 0.70% | 196,208 | -6,573 | -3.2% | -$37.26万 | 减仓 |
| AMZN | AMAZON COM INC | $1,103.73万 | 0.69% | 52,995 | -1,308 | -2.4% | -$27.24万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $842.26万 | 0.53% | 110,042 | -9,960 | -8.3% | -$76.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $841.07万 | 0.53% | 28,592 | -899 | -3.0% | -$26.45万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $825.12万 | 0.52% | 97,176 | -6,742 | -6.5% | -$57.25万 | 减仓 |
| SH | PROSHARES TR | $740.42万 | 0.47% | 195,208 | 65,026 | 50.0% | $246.64万 | 重新持有 |
| QUAL | ISHARES TR | $728.73万 | 0.46% | 37,992 | 765 | 2.1% | $14.67万 | 加仓 |
| WMT | WALMART INC | $711.22万 | 0.45% | 57,215 | -2,570 | -4.3% | -$31.95万 | 减仓 |
| BOXX | EA SERIES TRUST | $686.19万 | 0.43% | 59,007 | 11,214 | 23.5% | $130.41万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $682.85万 | 0.43% | 88,555 | -929 | -1.0% | -$7.16万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $668.17万 | 0.42% | 402,270 | 173,816 | 76.1% | $288.71万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $649.14万 | 0.41% | 161,517 | 9,083 | 6.0% | $36.50万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $647.86万 | 0.41% | 158,751 | -9,575 | -5.7% | -$39.08万 | 减仓 |
| V | VISA INC | $646.60万 | 0.41% | 21,394 | -293 | -1.4% | -$8.86万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $643.69万 | 0.41% | 20,064 | 893 | 4.7% | $28.65万 | 加仓 |
| INFL | LISTED FDS TR | $607.58万 | 0.38% | 116,707 | 10,748 | 10.1% | $55.95万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $576.79万 | 0.36% | 52,584 | 1,644 | 3.2% | $18.03万 | 加仓 |
| HD | HOME DEPOT INC | $561.99万 | 0.35% | 17,088 | -112 | -0.7% | -$3.68万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $541.94万 | 0.34% | 25,199 | -1,846 | -6.8% | -$39.70万 | 减仓 |
| QQQ | INVESCO QQQ TR | $538.29万 | 0.34% | 9,326 | 182 | 2.0% | $10.50万 | 加仓 |
| VO | VANGUARD INDEX FDS | $525.94万 | 0.33% | 18,314 | 12 | 0.1% | $3,446 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $495.26万 | 0.31% | 97,857 | 6,638 | 7.3% | $33.60万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $484.24万 | 0.30% | 114,695 | 430 | 0.4% | $1.82万 | 加仓 |
| GOOG | ALPHABET INC | $457.51万 | 0.29% | 15,949 | -1,184 | -6.9% | -$33.96万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $451.75万 | 0.28% | 17,800 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $444.95万 | 0.28% | 63,401 | -2,168 | -3.3% | -$15.21万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $430.28万 | 0.27% | 177,729 | 47,957 | 37.0% | $116.10万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $416.21万 | 0.26% | 144,969 | 11,241 | 8.4% | $32.27万 | 加仓 |
| LLY | ELI LILLY & CO | $415.31万 | 0.26% | 4,515 | -503 | -10.0% | -$46.27万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $393.81万 | 0.25% | 78,245 | -36,090 | -31.6% | -$181.64万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $393.05万 | 0.25% | 201,253 | 2,168 | 1.1% | $4.23万 | 加仓 |
| PWR | QUANTA SVCS INC | $382.24万 | 0.24% | 6,962 | -573 | -7.6% | -$31.46万 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $373.33万 | 0.24% | 88,467 | 4,914 | 5.9% | $20.74万 | 加仓 |
| IWB | ISHARES TR | $357.66万 | 0.23% | 10,031 | 227 | 2.3% | $8.09万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $354.53万 | 0.22% | 38,220 | -1,109 | -2.8% | -$10.29万 | 减仓 |
| HD | HOME DEPOT INC 看跌期权 | $348.62万 | 0.22% | 10,600 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $346.66万 | 0.22% | 7,484 | 245 | 3.4% | $11.35万 | 加仓 |
| TFC | TRUIST FINL CORP | $344.36万 | 0.22% | 74,911 | -1,358 | -1.8% | -$6.24万 | 减仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $338.88万 | 0.21% | 83,528 | -197 | -0.2% | -$7,992 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $335.94万 | 0.21% | 56,197 | 42 | 0.1% | $2,511 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $315.72万 | 0.20% | 24,865 | 251 | 1.0% | $3.19万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $304.49万 | 0.19% | 163,172 | 4,624 | 2.9% | $8.63万 | 加仓 |
| — | ETF SER SOLUTIONS | $302.51万 | 0.19% | 120,537 | 39,441 | 48.6% | $98.99万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $299.78万 | 0.19% | 84,589 | -8,614 | -9.2% | -$30.53万 | 减仓 |
| USMV | ISHARES TR | $299.12万 | 0.19% | 32,253 | -2,560 | -7.4% | -$23.74万 | 减仓 |
| META | META PLATFORMS INC | $293.48万 | 0.18% | 5,130 | 106 | 2.1% | $6.06万 | 加仓 |
| FLOT | ISHARES TR | $292.28万 | 0.18% | 57,365 | 439 | 0.8% | $2.24万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $291.39万 | 0.18% | 116,392 | 1,317 | 1.1% | $3.30万 | 加仓 |
| CAT | CATERPILLAR INC | $290.62万 | 0.18% | 4,102 | -8 | -0.2% | -$5,668 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $289.63万 | 0.18% | 14,643 | -525 | -3.5% | -$10.38万 | 减仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $289.15万 | 0.18% | 65,300 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $284.31万 | 0.18% | 14,342 | 324 | 2.3% | $6.42万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $281.70万 | 0.18% | 61,750 | 7,800 | 14.5% | $35.58万 | 加仓 |
| — | EXXON MOBIL CORP | $279.20万 | 0.18% | 16,456 | -32 | -0.2% | -$5,429 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $278.35万 | 0.18% | 114,126 | -21,135 | -15.6% | -$51.55万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $265.93万 | 0.17% | 49,616 | -4,351 | -8.1% | -$23.32万 | 减仓 |
| ABBV | ABBVIE INC | $258.02万 | 0.16% | 11,863 | -230 | -1.9% | -$5.00万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $254.37万 | 0.16% | 51,987 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $243.50万 | 0.15% | 9,297 | -22 | -0.2% | -$5,762 | 减仓 |
| VMI | VALMONT INDS INC | $243.30万 | 0.15% | 6,089 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $241.83万 | 0.15% | 9,893 | -277 | -2.7% | -$6.77万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $240.66万 | 0.15% | 14,797 | 136 | 0.9% | $2.21万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $239.96万 | 0.15% | 76,590 | -3,305 | -4.1% | -$10.35万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $234.45万 | 0.15% | 1,244 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $232.52万 | 0.15% | 16,098 | -214 | -1.3% | -$3.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $230.76万 | 0.15% | 11,153 | 2,961 | 36.1% | $61.26万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $229.86万 | 0.14% | 2,307 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $226.47万 | 0.14% | 164,227 | 0 | 0.0% | — | 不变 |
| TBIL | RBB FD INC | $218.94万 | 0.14% | 43,911 | 14,771 | 50.7% | $73.65万 | 加仓 |