Guardian Asset Advisors, LLC
MECHANICSBURG PA · SEC CIK 0002021272
$2.17亿2026Q2 申报市值
124持仓数
46.1%前十大占比 · 第一大 11.7%
19 / 6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
USMV 加仓+$409.54万
VGT 新建仓+$340.62万
BRK/B 加仓+$317.45万
IVLU 新建仓+$168.77万
SCHG 加仓+$151.29万
2026Q2 卖出最多 按季末市值估算
IJH 减仓-$614.10万
DIA 减仓-$585.57万
IJR 减仓-$232.86万
XLP 清仓-$131.59万
XLF 减仓-$120.13万
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 |
|---|---|---|---|---|---|---|---|---|
| IGV | ISHARES TR | $184.85万 | 0.85% | 20,400 | -346 | -1.7% | -$3.14万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $188.56万 | 0.87% | 8,652 | 4,372 | 102.1% | $95.28万 | 加仓 |
| CAT | CATERPILLAR INC | $201.10万 | 0.93% | 1,888 | 32 | 1.7% | $3.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $201.99万 | 0.93% | 6,156 | 1,318 | 27.2% | $43.25万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $207.25万 | 0.96% | 28,230 | 5,877 | 26.3% | $43.15万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $220.02万 | 1.01% | 24,486 | 776 | 3.3% | $6.97万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $221.40万 | 1.02% | 2,963 | 675 | 29.5% | $50.44万 | 加仓 |
| TSLA | TESLA INC | $221.99万 | 1.02% | 5,278 | 512 | 10.7% | $21.53万 | 加仓 |
| SHYG | ISHARES TR | $251.90万 | 1.16% | 59,397 | 1,799 | 3.1% | $7.63万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $280.74万 | 1.29% | 82,953 | 44,702 | 116.9% | $151.29万 | 加仓 |
| GEV | GE VERNOVA INC | $292.84万 | 1.35% | 2,492 | 912 | 57.7% | $107.17万 | 加仓 |
| IVV | ISHARES TR | $307.90万 | 1.42% | 4,112 | 1,815 | 79.0% | $135.91万 | 加仓 |
| VGT | VANGUARD WORLD FD | $340.62万 | 1.57% | 28,498 | 28,498 | — | $340.62万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $348.21万 | 1.61% | 29,846 | 5,274 | 21.5% | $61.53万 | 加仓 |
| GOOG | ALPHABET INC | $367.97万 | 1.70% | 10,399 | -2,469 | -19.2% | -$87.37万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $369.69万 | 1.70% | 46,778 | 6,455 | 16.0% | $51.01万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $379.12万 | 1.75% | 186,120 | 19,419 | 11.6% | $39.56万 | 加仓 |
| LLY | ELI LILLY & CO | $384.59万 | 1.77% | 3,207 | -88 | -2.7% | -$10.55万 | 减仓 |
| USMV | ISHARES TR | $436.76万 | 2.01% | 45,280 | 42,458 | 1,504.5% | $409.54万 | 加仓 |
| WMT | WALMART INC | $457.70万 | 2.11% | 40,399 | 6,492 | 19.1% | $73.55万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $467.65万 | 2.16% | 13,958 | 2,132 | 18.0% | $71.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $561.21万 | 2.59% | 15,019 | 2,144 | 16.7% | $80.11万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $572.50万 | 2.64% | 11,441 | 6,344 | 124.5% | $317.45万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $625.51万 | 2.88% | 36,761 | -6,858 | -15.7% | -$116.69万 | 重新持有 |
| SPIB | SPDR SERIES TRUST | $780.88万 | 3.60% | 233,376 | 23,077 | 11.0% | $77.22万 | 加仓 |
| AMZN | AMAZON COM INC | $1,072.35万 | 4.94% | 44,992 | 2,127 | 5.0% | $50.70万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,108.28万 | 5.11% | 36,547 | -1,063 | -2.8% | -$32.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,129.58万 | 5.21% | 56,448 | 3,421 | 6.5% | $68.46万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,131.57万 | 5.22% | 128,758 | 9,119 | 7.6% | $80.14万 | 加仓 |
| AAPL | APPLE INC | $2,544.35万 | 11.73% | 87,904 | 2,311 | 2.7% | $66.89万 | 加仓 |