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
POWR ISHARES INC $29.23万0.13%10,455 -3,935-27.3% -$11.00万 减仓
CME CME GROUP INC $28.87万0.13%1,309 14212.2% $3.13万 加仓
PPG PPG INDS INC $28.57万0.13%2,355 552.4% $6,671 加仓
LOW LOWES COS INC $28.09万0.13%1,274 -179-12.3% -$3.95万 减仓
SPCX SPACE EXPLORATION TECHN CORP $27.85万0.13%1,630 1,630— $27.85万 新建仓
CGBL CAPITAL GROUP CORE BALANCED $27.71万0.13%7,300 7,300— $27.71万 新建仓
DGRO ISHARES TR $27.64万0.13%3,646 63921.3% $4.84万 加仓
VPU VANGUARD WORLD FD $27.62万0.13%1,411 27524.2% $5.38万 加仓
ITB ISHARES TR $27.00万0.12%2,579 -1,982-43.5% -$20.75万 减仓
PFE PFIZER INC $26.75万0.12%11,111 -482-4.2% -$1.16万 减仓
O REALTY INCOME CORP $25.86万0.12%4,174 4,174— $25.86万 新建仓
CVS CVS HEALTH CORP $24.95万0.12%2,412 2,412— $24.95万 新建仓
BSV VANGUARD BD INDEX FDS $24.60万0.11%3,157 1605.3% $1.25万 加仓
SUB ISHARES TR $24.59万0.11%2,309 -1,372-37.3% -$14.61万 减仓
LMT LOCKHEED MARTIN CORP $24.48万0.11%481 -20-4.0% -$1.02万 减仓
PPL PPL CORP $23.97万0.11%6,596 410.6% $1,490 加仓
FCG FIRST TR EXCHANGE-TRADED FD $23.76万0.11%8,929 -5,396-37.7% -$14.36万 减仓
FIX COMFORT SYS USA INC $23.19万0.11%117 117— $23.19万 新建仓
BUG GLOBAL X FDS $22.99万0.11%6,018 -8,075-57.3% -$30.84万 减仓
XBI SPDR SERIES TRUST $21.84万0.10%1,380 1,380— $21.84万 新建仓
MUB ISHARES TR $20.99万0.10%1,949 -1,377-41.4% -$14.83万 减仓
XSMO INVESCO EXCHANGE TRADED FD T $20.81万0.10%2,222 2,222— $20.81万 新建仓
IETC ISHARES U S ETF TR $20.39万0.09%1,899 1,899— $20.39万 新建仓
MMSI MERIT MED SYS INC $20.21万0.09%2,914 -75-2.5% -$5,201 重新持有
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