Guardian Wealth Management, Inc.
PEORIA IL · SEC CIK 0001910205
$2.04亿2026Q2 申报市值
66持仓数
38.1%前十大占比 · 第一大 5.7%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
POOL 新建仓+$521.50万
ZTS 新建仓+$460.80万
SFM 加仓+$269.32万
VCSH 加仓+$80.44万
VCIT 加仓+$68.42万
2026Q2 卖出最多 按季末市值估算
STRL 减仓-$1,952.85万
VBIL 减仓-$168.37万
FRPH 减仓-$37.93万
PLTR 清仓-$34.39万
EXP 减仓-$22.06万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC COM SHS | $1,157.78万 | 5.69% | 68,153 | 88 | 0.1% | $1.49万 | 加仓 |
| LLY | ELI LILLY & CO COM | $938.41万 | 4.61% | 7,823 | 300 | 4.0% | $35.99万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $843.39万 | 4.14% | 10,048 | -23,266 | -69.8% | -$1,952.85万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $780.46万 | 3.83% | 3,923 | 103 | 2.7% | $20.49万 | 加仓 |
| ABBV | ABBVIE INC COM | $730.79万 | 3.59% | 29,040 | 639 | 2.2% | $16.08万 | 加仓 |
| NNI | NELNET INC CL A | $712.43万 | 3.50% | 53,433 | 2,077 | 4.0% | $27.69万 | 加仓 |
| CAT | CATERPILLAR INC COM | $700.87万 | 3.44% | 6,581 | 69 | 1.1% | $7.35万 | 加仓 |
| AZO | AUTOZONE INC COM | $690.96万 | 3.40% | 2,162 | 55 | 2.6% | $17.58万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $605.38万 | 2.97% | 141,544 | -1,581 | -1.1% | -$6.76万 | 减仓 |
| VNOM | VIPER ENERGY INC CL A | $600.25万 | 2.95% | 141,567 | 2,385 | 1.7% | $10.11万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $578.48万 | 2.84% | 48,895 | 1,310 | 2.8% | $15.50万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $547.27万 | 2.69% | 64,704 | 31,842 | 96.9% | $269.32万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $523.08万 | 2.57% | 107,695 | 273 | 0.3% | $1.33万 | 加仓 |
| POOL | POOL CORP COM | $521.50万 | 2.56% | 24,267 | 24,267 | — | $521.50万 | 新建仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $518.05万 | 2.55% | 65,551 | 10,178 | 18.4% | $80.44万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC COM | $498.90万 | 2.45% | 57,305 | 1,869 | 3.4% | $16.27万 | 加仓 |
| SSNC | SS&C TECH HLDGS COM | $489.52万 | 2.41% | 78,891 | 3,448 | 4.6% | $21.40万 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $485.01万 | 2.38% | 58,682 | 8,278 | 16.4% | $68.42万 | 加仓 |
| LKQ | LKQ CORP COM | $465.44万 | 2.29% | 176,772 | 6,664 | 3.9% | $17.55万 | 加仓 |
| ZTS | ZOETIS INC CL A | $460.80万 | 2.26% | 64,124 | 64,124 | — | $460.80万 | 新建仓 |
| AYI | ACUITY INC COM | $426.26万 | 2.09% | 11,316 | 473 | 4.4% | $17.82万 | 加仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $412.52万 | 2.03% | 54,508 | -22,247 | -29.0% | -$168.37万 | 减仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $406.20万 | 2.00% | 95,374 | 2,739 | 3.0% | $11.67万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $371.15万 | 1.82% | 14,613 | 422 | 3.0% | $10.72万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $353.41万 | 1.74% | 33,994 | 1,287 | 3.9% | $13.38万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $348.31万 | 1.71% | 15,627 | 380 | 2.5% | $8.47万 | 加仓 |
| RPC | RIDGEPOST CAP INC CL A COM | $299.60万 | 1.47% | 380,685 | 11,724 | 3.2% | $9.23万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC COM | $287.09万 | 1.41% | 22,968 | -1,753 | -7.1% | -$21.91万 | 减仓 |
| KKR | KKR & CO INC COM | $263.11万 | 1.29% | 28,667 | -904 | -3.1% | -$8.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $252.59万 | 1.24% | 17,225 | 553 | 3.3% | $8.11万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $236.80万 | 1.16% | 26,096 | 655 | 2.6% | $5.94万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $235.63万 | 1.16% | 4,587 | 141 | 3.2% | $7.24万 | 加仓 |
| PEP | PEPSICO INC COM | $232.78万 | 1.14% | 17,192 | 598 | 3.6% | $8.10万 | 加仓 |
| AMCR | AMCOR PLC COM NEW | $224.81万 | 1.10% | 51,859 | 1,876 | 3.8% | $8.13万 | 加仓 |
| NICE | NICE LTD SPONSORED ADR | $218.53万 | 1.07% | 24,054 | -1,575 | -6.1% | -$14.31万 | 减仓 |
| STAG | STAG INDUSTRIAL INC COM | $214.44万 | 1.05% | 56,342 | 2,529 | 4.7% | $9.63万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $195.03万 | 0.96% | 17,767 | 735 | 4.3% | $8.07万 | 加仓 |
| FRPH | FRP HLDGS INC COM | $194.80万 | 0.96% | 77,953 | -15,177 | -16.3% | -$37.93万 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $187.11万 | 0.92% | 25,786 | 896 | 3.6% | $6.50万 | 加仓 |
| UL | UNILEVER PLC SPON ADR NEW | $181.40万 | 0.89% | 30,172 | 1,854 | 6.5% | $11.15万 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $180.64万 | 0.89% | 6,451 | 124 | 2.0% | $3.47万 | 加仓 |
| MMM | 3M CO COM | $179.23万 | 0.88% | 11,069 | 416 | 3.9% | $6.74万 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC COM | $164.86万 | 0.81% | 79,412 | 5,546 | 7.5% | $11.51万 | 加仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $153.03万 | 0.75% | 57,402 | -4,746 | -7.6% | -$12.65万 | 减仓 |
| AAPL | APPLE INC COM | $140.44万 | 0.69% | 4,853 | -83 | -1.7% | -$2.40万 | 减仓 |
| DIS | DISNEY WALT CO COM | $130.19万 | 0.64% | 13,525 | 432 | 3.3% | $4.16万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $127.33万 | 0.63% | 2,499 | -68 | -2.6% | -$3.46万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $121.71万 | 0.60% | 38,380 | 235 | 0.6% | $7,452 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $113.37万 | 0.56% | 38,377 | 1,744 | 4.8% | $5.15万 | 加仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $107.02万 | 0.53% | 36,953 | -7,220 | -16.3% | -$20.91万 | 减仓 |
| PSX | PHILLIPS 66 COM | $64.72万 | 0.32% | 3,828 | 17 | 0.4% | $2,874 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $61.91万 | 0.30% | 2,547 | 45 | 1.8% | $1.09万 | 加仓 |
| EXP | EAGLE MATLS INC COM | $57.06万 | 0.28% | 2,535 | -980 | -27.9% | -$22.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $55.11万 | 0.27% | 2,754 | -53 | -1.9% | -$1.06万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $37.57万 | 0.18% | 1,724 | 4 | 0.2% | $872 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $31.72万 | 0.16% | 897 | 13 | 1.5% | $4,596 | 加仓 |
| GRMN | GARMIN LTD SHS | $29.22万 | 0.14% | 1,230 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD S&P 500 VALUE ETF | $28.67万 | 0.14% | 1,307 | 45 | 3.6% | $9,870 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $26.40万 | 0.13% | 1,392 | -210 | -13.1% | -$3.98万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $25.40万 | 0.12% | 1,854 | -281 | -13.2% | -$3.85万 | 减仓 |
| KLAC | KLA CORP COM NEW | $23.24万 | 0.11% | 770 | 599 | 350.3% | $18.08万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $23.21万 | 0.11% | 486 | 486 | — | $23.21万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO COM | $22.02万 | 0.11% | 672 | 2 | 0.3% | $655 | 重新持有 |
| MSFT | MICROSOFT CORP COM | $21.14万 | 0.10% | 566 | -127 | -18.3% | -$4.74万 | 减仓 |
| DE | DEERE & CO COM | $20.18万 | 0.10% | 318 | -136 | -30.0% | -$8.63万 | 重新持有 |
| BSM | BLACK STONE MINERALS L P COM UNIT | $16.45万 | 0.08% | 11,778 | -629 | -5.1% | -$8,787 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $0 | 0.00% | 0 | -2,351 | -100.0% | -$34.39万 | 清仓 |