13F 机构持仓

Guardian Asset Advisors, LLC

MECHANICSBURG PA · SEC CIK 0002021272

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.17亿2026Q2
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

AAPL 11.7%
SPYM 5.2%
NVDA 5.2%
QQQM 5.1%
AMZN 4.9%
SPIB 3.6%
XMMO 2.9%
BRK/B 2.6%
MSFT 2.6%
VRT 2.2%

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
XLP SELECT SECTOR SPDR TR $00.00%0 -16,052-100.0% -$131.59万 清仓
CRM SALESFORCE INC $00.00%0 -1,727-100.0% -$32.26万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -4,313-100.0% -$25.00万 清仓
JMST J P MORGAN EXCHANGE TRADED F $00.00%0 -4,493-100.0% -$22.90万 清仓
IHE ISHARES TR $00.00%0 -2,637-100.0% -$22.86万 清仓
ADBE ADOBE INC $00.00%0 -839-100.0% -$20.39万 清仓
MMSI MERIT MED SYS INC $20.21万0.09%2,914 -75-2.5% -$5,201 重新持有
IETC ISHARES U S ETF TR $20.39万0.09%1,899 1,899— $20.39万 新建仓
XSMO INVESCO EXCHANGE TRADED FD T $20.81万0.10%2,222 2,222— $20.81万 新建仓
MUB ISHARES TR $20.99万0.10%1,949 -1,377-41.4% -$14.83万 减仓
XBI SPDR SERIES TRUST $21.84万0.10%1,380 1,380— $21.84万 新建仓
BUG GLOBAL X FDS $22.99万0.11%6,018 -8,075-57.3% -$30.84万 减仓
FIX COMFORT SYS USA INC $23.19万0.11%117 117— $23.19万 新建仓
FCG FIRST TR EXCHANGE-TRADED FD $23.76万0.11%8,929 -5,396-37.7% -$14.36万 减仓
PPL PPL CORP $23.97万0.11%6,596 410.6% $1,490 加仓
LMT LOCKHEED MARTIN CORP $24.48万0.11%481 -20-4.0% -$1.02万 减仓
SUB ISHARES TR $24.59万0.11%2,309 -1,372-37.3% -$14.61万 减仓
BSV VANGUARD BD INDEX FDS $24.60万0.11%3,157 1605.3% $1.25万 加仓
CVS CVS HEALTH CORP $24.95万0.12%2,412 2,412— $24.95万 新建仓
O REALTY INCOME CORP $25.86万0.12%4,174 4,174— $25.86万 新建仓
PFE PFIZER INC $26.75万0.12%11,111 -482-4.2% -$1.16万 减仓
ITB ISHARES TR $27.00万0.12%2,579 -1,982-43.5% -$20.75万 减仓
VPU VANGUARD WORLD FD $27.62万0.13%1,411 27524.2% $5.38万 加仓
DGRO ISHARES TR $27.64万0.13%3,646 63921.3% $4.84万 加仓
CGBL CAPITAL GROUP CORE BALANCED $27.71万0.13%7,300 7,300— $27.71万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $27.85万0.13%1,630 1,630— $27.85万 新建仓
LOW LOWES COS INC $28.09万0.13%1,274 -179-12.3% -$3.95万 减仓
PPG PPG INDS INC $28.57万0.13%2,355 552.4% $6,671 加仓
CME CME GROUP INC $28.87万0.13%1,309 14212.2% $3.13万 加仓
POWR ISHARES INC $29.23万0.13%10,455 -3,935-27.3% -$11.00万 减仓
— ETFIS SER TR I $29.54万0.14%6,397 -510-7.4% -$2.36万 减仓
SLV ISHARES SILVER TR $30.63万0.14%5,729 62512.2% $3.34万 加仓
QCOM QUALCOMM INC $30.99万0.14%1,677 -187-10.0% -$3.46万 减仓
CSCO CISCO SYS INC $31.56万0.15%2,687 -68-2.5% -$7,987 减仓
VHT VANGUARD WORLD FD $31.69万0.15%1,059 -39-3.6% -$1.17万 减仓
AMD ADVANCED MICRO DEVICES INC $31.95万0.15%550 550— $31.95万 新建仓
USFR WISDOMTREE TR $33.04万0.15%6,561 6,561— $33.04万 新建仓
SPHD INVESCO EXCH TRADED FD TR II $33.14万0.15%6,519 -514-7.3% -$2.61万 减仓
IBM INTERNATIONAL BUSINESS MACHS $34.62万0.16%1,231 54278.7% $15.24万 重新持有
SCHV SCHWAB STRATEGIC TR $35.37万0.16%10,159 2,38330.6% $8.30万 加仓
VST VISTRA CORP $37.50万0.17%2,363 45323.7% $7.19万 加仓
KO COCA COLA CO $39.17万0.18%4,818 -26-0.5% -$2,114 减仓
T AT&T INC $39.17万0.18%18,924 1500.8% $3,105 加仓
VRTX VERTEX PHARMACEUTICALS INC $39.69万0.18%799 293.8% $1.44万 加仓
CHD CHURCH & DWIGHT CO INC $39.82万0.18%4,110 451.1% $4,360 加仓
— DIMENSIONAL ETF TRUST $40.64万0.19%9,162 5556.4% $2.46万 加仓
NEE NEXTERA ENERGY INC $41.28万0.19%4,704 4,704— $41.28万 新建仓
FPAG INVESTMENT MANAGERS SER TR I $41.45万0.19%10,326 10,326— $41.45万 新建仓
XLU SELECT SECTOR SPDR TR $41.79万0.19%9,218 2713.0% $1.23万 重新持有
GOOGL ALPHABET INC $45.15万0.21%1,263 1,263— $45.15万 新建仓
IJR ISHARES TR $46.57万0.21%3,141 -15,707-83.3% -$232.86万 减仓
IWB ISHARES TR $47.42万0.22%1,157 131.1% $5,328 加仓
XLE SELECT SECTOR SPDR TR $47.64万0.22%8,969 3,76472.3% $19.99万 加仓
IWR ISHARES TR $49.35万0.23%4,472 681.5% $7,504 加仓
XLI SELECT SECTOR SPDR TR $53.41万0.25%2,884 -351-10.9% -$6.50万 减仓
PLD PROLOGIS INC. $53.75万0.25%3,968 78324.6% $10.61万 重新持有
SPHQ INVESCO EXCHANGE TRADED FD T $55.50万0.26%6,161 520.9% $4,685 加仓
SPDW SPDR INDEX SHS FDS $56.12万0.26%11,138 11,138— $56.12万 新建仓
LNG CHENIERE ENERGY INC $57.94万0.27%2,423 -121-4.8% -$2.89万 减仓
SHOP SHOPIFY INC $58.88万0.27%5,157 -295-5.4% -$3.37万 减仓
IWS ISHARES TR $59.12万0.27%3,592 -342-8.7% -$5.63万 减仓
SPSM SPDR SERIES TRUST $59.16万0.27%10,259 10,259— $59.16万 新建仓
VDC VANGUARD WORLD FD $60.05万0.28%2,665 311.2% $6,985 加仓
IGRO ISHARES TR $62.51万0.29%7,110 1982.9% $1.74万 加仓
AVGO BROADCOM INC $64.73万0.30%1,713 74977.7% $28.30万 加仓
UBER UBER TECHNOLOGIES INC $65.38万0.30%9,060 2102.4% $1.52万 加仓
GLD SPDR GOLD TR $65.50万0.30%1,778 -13-0.7% -$4,789 减仓
ENB ENBRIDGE INC $65.58万0.30%12,098 00.0% — 不变
IVE ISHARES TR $70.12万0.32%3,088 682.3% $1.54万 加仓
CLS CELESTICA INC $72.78万0.34%1,995 62045.1% $22.62万 加仓
NFLX NETFLIX INC. $73.20万0.34%10,252 -838-7.6% -$5.98万 重新持有
ARTY ISHARES TR $73.48万0.34%9,648 9,648— $73.48万 新建仓
PNC PNC FINL SVCS GROUP INC $75.01万0.35%3,047 39715.0% $9.77万 加仓
COWZ PACER FDS TR $82.06万0.38%13,193 1551.2% $9,641 加仓
GLW CORNING INC $84.22万0.39%3,297 42414.8% $10.83万 加仓
GE GE AEROSPACE $85.77万0.40%2,295 38820.3% $14.50万 加仓
HSY HERSHEY CO $85.88万0.40%4,896 53412.2% $9.37万 加仓
XLF SELECT SECTOR SPDR TR $88.21万0.41%16,454 -22,407-57.7% -$120.13万 减仓
ABBV ABBVIE INC $88.68万0.41%3,528 -494-12.3% -$12.42万 减仓
ITA ISHARES TR $89.52万0.41%3,692 1093.0% $2.64万 加仓
VO VANGUARD INDEX FDS $90.40万0.42%11,220 11,220— $90.40万 新建仓
SPBO SPDR SERIES TRUST $91.80万0.42%31,610 -772-2.4% -$2.24万 重新持有
CRWD CROWDSTRIKE HLDGS INC $93.56万0.43%1,226 13512.4% $10.30万 重新持有
IJH ISHARES TR $94.67万0.44%12,277 -79,635-86.6% -$614.10万 减仓
DIA STATE STR SPDR DOW JONES IND $98.46万0.45%1,882 -11,193-85.6% -$585.57万 减仓
XLC SELECT SECTOR SPDR TR $98.86万0.46%9,227 -8,732-48.6% -$93.56万 减仓
META META PLATFORMS INC $107.62万0.50%1,907 59545.4% $33.58万 加仓
HD HOME DEPOT INC $116.97万0.54%3,318 742.3% $2.61万 加仓
IRM IRON MTN INC DEL $120.25万0.55%9,524 -1,387-12.7% -$17.51万 减仓
QQQ INVESCO QQQ TR $122.74万0.57%1,666 -158-8.7% -$11.64万 减仓
SCHD SCHWAB STRATEGIC TR $129.81万0.60%40,938 -26,382-39.2% -$83.66万 减仓
VEA VANGUARD TAX-MANAGED FDS $134.08万0.62%18,820 7,98173.6% $56.86万 加仓
MU MICRON TECHNOLOGY INC $134.80万0.62%1,168 36846.0% $42.47万 加仓
CWB SPDR SERIES TRUST $136.03万0.63%12,615 7,562149.7% $81.54万 加仓
MCD MCDONALDS CORP $136.25万0.63%5,023 -158-3.0% -$4.29万 减仓
JNJ JOHNSON & JOHNSON $138.56万0.64%5,460 2765.3% $7.00万 加仓
SMH VANECK ETF TRUST $138.63万0.64%2,109 26114.1% $17.16万 加仓
IVLU ISHARES TR $168.77万0.78%40,354 40,354— $168.77万 新建仓
SCHW SCHWAB CHARLES CORP $170.93万0.79%18,519 2,10212.8% $19.40万 加仓
PPA INVESCO EXCHANGE TRADED FD T $177.05万0.82%10,027 -106-1.0% -$1.87万 减仓