Guardian Wealth Management, Inc.
PEORIA IL · SEC CIK 0001910205
$1.83亿2026Q1 申报市值
61持仓数
40.1%前十大占比 · 第一大 7.4%
1 / 4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
VBIL 加仓+$534.00万
OXY 加仓+$429.89万
LKQ 加仓+$270.84万
SFM 新建仓+$253.46万
VNOM 加仓+$243.91万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$1,240.36万
AMCR 减仓-$726.46万
XLE 清仓-$396.04万
OMC 清仓-$226.97万
CAT 减仓-$81.98万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -88,579 | -100.0% | -$396.04万 | 清仓 |
| OMC | OMNICOM GROUP INC COM | $0 | 0.00% | 0 | -28,107 | -100.0% | -$226.97万 | 清仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $0 | 0.00% | 0 | -16,967 | -100.0% | -$79.31万 | 清仓 |
| VOO | VANGUARD S&P 500 ETF | $0 | 0.00% | 0 | -394 | -100.0% | -$24.71万 | 清仓 |
| JPM | JPMORGAN CHASE & CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DE | DEERE & CO COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KLAC | KLA CORP COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSM | BLACK STONE MINERALS L P COM UNIT | $18.76万 | 0.10% | 12,407 | 51 | 0.4% | $771 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $25.38万 | 0.14% | 884 | -85 | -8.8% | -$2.44万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $25.65万 | 0.14% | 693 | -241 | -25.8% | -$8.92万 | 减仓 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $25.73万 | 0.14% | 1,262 | -8 | -0.6% | -$1,631 | 减仓 |
| GRMN | GARMIN LTD SHS | $28.54万 | 0.16% | 1,230 | -217 | -15.0% | -$5.03万 | 减仓 |
| AZN | ASTRAZENECA PLC ORD | $31.59万 | 0.17% | 1,602 | -344 | -17.7% | -$6.79万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $33.75万 | 0.18% | 1,720 | -63,205 | -97.4% | -$1,240.36万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $34.39万 | 0.19% | 2,351 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $34.69万 | 0.19% | 2,135 | -963 | -31.1% | -$15.65万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $48.95万 | 0.27% | 2,807 | -5 | -0.2% | -$872 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $54.37万 | 0.30% | 2,502 | -41 | -1.6% | -$8,909 | 减仓 |
| EXP | EAGLE MATLS INC COM | $66.60万 | 0.36% | 3,515 | 1,480 | 72.7% | $28.04万 | 加仓 |
| PSX | PHILLIPS 66 COM | $69.44万 | 0.38% | 3,811 | -622 | -14.0% | -$11.33万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $84.55万 | 0.46% | 36,633 | 18,993 | 107.7% | $43.84万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $110.88万 | 0.61% | 44,173 | -11,289 | -20.4% | -$28.34万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $117.03万 | 0.64% | 38,145 | -10,191 | -21.1% | -$31.27万 | 减仓 |
| AAPL | APPLE INC COM | $125.28万 | 0.68% | 4,936 | 8 | 0.2% | $2,031 | 加仓 |
| DIS | DISNEY WALT CO COM | $126.20万 | 0.69% | 13,093 | 1,007 | 8.3% | $9.71万 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $132.96万 | 0.73% | 73,866 | 6,735 | 10.0% | $12.12万 | 加仓 |
| MMM | 3M CO COM | $154.72万 | 0.84% | 10,653 | 467 | 4.6% | $6.78万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $155.21万 | 0.85% | 2,567 | -242 | -8.6% | -$14.63万 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $161.33万 | 0.88% | 28,318 | 1,486 | 5.5% | $8.47万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $164.31万 | 0.90% | 17,032 | 8,565 | 101.2% | $82.63万 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $167.51万 | 0.91% | 24,890 | 15,943 | 178.2% | $107.30万 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $168.84万 | 0.92% | 6,327 | 126 | 2.0% | $3.36万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $170.66万 | 0.93% | 62,148 | 5,253 | 9.2% | $14.42万 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $194.05万 | 1.06% | 53,813 | 2,641 | 5.2% | $9.52万 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $198.69万 | 1.08% | 49,983 | -182,753 | -78.5% | -$726.46万 | 减仓 |
| FRPH | FRP HLDGS INC COM | $203.77万 | 1.11% | 93,130 | 66,087 | 244.4% | $144.60万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $222.17万 | 1.21% | 4,446 | 131 | 3.0% | $6.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $240.82万 | 1.31% | 16,672 | 1,540 | 10.2% | $22.24万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $253.46万 | 1.38% | 32,862 | 32,862 | — | $253.46万 | 新建仓 |
| PEP | PEPSICO INC COM | $257.69万 | 1.41% | 16,594 | 815 | 5.2% | $12.66万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $261.21万 | 1.43% | 25,441 | -42 | -0.2% | -$4,312 | 减仓 |
| RPC | RIDGEPOST CAP INC CL A COM | $267.87万 | 1.46% | 368,961 | 169,973 | 85.4% | $123.40万 | 加仓 |
| KKR | KKR & CO INC COM | $273.53万 | 1.49% | 29,571 | -489 | -1.6% | -$4.52万 | 减仓 |
| NICE | NICE LTD SPONSORED ADR | $282.59万 | 1.54% | 25,629 | 16,525 | 181.5% | $182.20万 | 加仓 |
| AYI | ACUITY INC COM | $303.87万 | 1.66% | 10,843 | 1,028 | 10.5% | $28.81万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC COM | $338.83万 | 1.85% | 24,721 | -1,049 | -4.1% | -$14.38万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $346.90万 | 1.89% | 14,191 | 359 | 2.6% | $8.78万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $350.36万 | 1.91% | 15,247 | 250 | 1.7% | $5.74万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $374.89万 | 2.05% | 92,635 | 1,020 | 1.1% | $4.13万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $417.09万 | 2.28% | 50,404 | 7,641 | 17.9% | $63.23万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $431.73万 | 2.36% | 32,707 | 11,751 | 56.1% | $155.11万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $438.95万 | 2.40% | 55,373 | 9,335 | 20.3% | $74.00万 | 加仓 |
| CAT | CATERPILLAR INC COM | $461.42万 | 2.52% | 6,512 | -1,157 | -15.1% | -$81.98万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC COM | $494.66万 | 2.70% | 55,436 | 7,207 | 14.9% | $64.31万 | 加仓 |
| LKQ | LKQ CORP COM | $499.61万 | 2.73% | 170,108 | 92,217 | 118.4% | $270.84万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $504.56万 | 2.75% | 3,820 | 100 | 2.7% | $13.21万 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $509.77万 | 2.78% | 75,443 | 18,449 | 32.4% | $124.66万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $516.68万 | 2.82% | 143,125 | 5,434 | 3.9% | $19.62万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $530.20万 | 2.89% | 47,585 | 3,534 | 8.0% | $39.38万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $580.65万 | 3.17% | 76,755 | 70,588 | 1,144.6% | $534.00万 | 加仓 |
| ABBV | ABBVIE INC COM | $617.71万 | 3.37% | 28,401 | -898 | -3.1% | -$19.53万 | 减仓 |
| VNOM | VIPER ENERGY INC CL A | $654.02万 | 3.57% | 139,182 | 51,907 | 59.5% | $243.91万 | 加仓 |
| NNI | NELNET INC CL A | $662.30万 | 3.61% | 51,356 | 2,128 | 4.3% | $27.44万 | 加仓 |
| LLY | ELI LILLY & CO COM | $691.98万 | 3.78% | 7,523 | 343 | 4.8% | $31.55万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $698.25万 | 3.81% | 107,422 | 66,136 | 160.2% | $429.89万 | 加仓 |
| AZO | AUTOZONE INC COM | $711.70万 | 3.88% | 2,107 | 134 | 6.8% | $45.26万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $835.70万 | 4.56% | 68,065 | 1,323 | 2.0% | $16.24万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $1,356.78万 | 7.41% | 33,314 | -193 | -0.6% | -$7.86万 | 减仓 |