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
AAPL APPLE INC $2,544.35万11.73%87,904 2,3112.7% $66.89万 加仓
SPYM SPDR SERIES TRUST $1,131.57万5.22%128,758 9,1197.6% $80.14万 加仓
NVDA NVIDIA CORPORATION $1,129.58万5.21%56,448 3,4216.5% $68.46万 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
AMZN AMAZON COM INC $1,072.35万4.94%44,992 2,1275.0% $50.70万 加仓
SPIB SPDR SERIES TRUST $780.88万3.60%233,376 23,07711.0% $77.22万 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
BRK/B BERKSHIRE HATHAWAY INC DEL $572.50万2.64%11,441 6,344124.5% $317.45万 加仓
MSFT MICROSOFT CORP $561.21万2.59%15,019 2,14416.7% $80.11万 加仓
VRT VERTIV HOLDINGS CO $467.65万2.16%13,958 2,13218.0% $71.43万 加仓
WMT WALMART INC $457.70万2.11%40,399 6,49219.1% $73.55万 加仓
USMV ISHARES TR $436.76万2.01%45,280 42,4581,504.5% $409.54万 加仓
LLY ELI LILLY & CO $384.59万1.77%3,207 -88-2.7% -$10.55万 减仓
BKLN INVESCO EXCH TRADED FD TR II $379.12万1.75%186,120 19,41911.6% $39.56万 加仓
VCSH VANGUARD SCOTTSDALE FDS $369.69万1.70%46,778 6,45516.0% $51.01万 加仓
GOOG ALPHABET INC $367.97万1.70%10,399 -2,469-19.2% -$87.37万 减仓
PLTR PALANTIR TECHNOLOGIES INC $348.21万1.61%29,846 5,27421.5% $61.53万 加仓
VGT VANGUARD WORLD FD $340.62万1.57%28,498 28,498— $340.62万 新建仓
IVV ISHARES TR $307.90万1.42%4,112 1,81579.0% $135.91万 加仓
GEV GE VERNOVA INC $292.84万1.35%2,492 91257.7% $107.17万 加仓
SCHG SCHWAB STRATEGIC TR $280.74万1.29%82,953 44,702116.9% $151.29万 加仓
SHYG ISHARES TR $251.90万1.16%59,397 1,7993.1% $7.63万 加仓
TSLA TESLA INC $221.99万1.02%5,278 51210.7% $21.53万 加仓
SPY STATE STR SPDR S&P 500 ETF T $221.40万1.02%2,963 67529.5% $50.44万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $220.02万1.01%24,486 7763.3% $6.97万 重新持有
BND VANGUARD BD INDEX FDS $207.25万0.96%28,230 5,87726.3% $43.15万 加仓
JPM JPMORGAN CHASE & CO $201.99万0.93%6,156 1,31827.2% $43.25万 加仓
CAT CATERPILLAR INC $201.10万0.93%1,888 321.7% $3.41万 加仓
VTV VANGUARD INDEX FDS $188.56万0.87%8,652 4,372102.1% $95.28万 加仓
IGV ISHARES TR $184.85万0.85%20,400 -346-1.7% -$3.14万 减仓
PPA INVESCO EXCHANGE TRADED FD T $177.05万0.82%10,027 -106-1.0% -$1.87万 减仓
SCHW SCHWAB CHARLES CORP $170.93万0.79%18,519 2,10212.8% $19.40万 加仓
IVLU ISHARES TR $168.77万0.78%40,354 40,354— $168.77万 新建仓
SMH VANECK ETF TRUST $138.63万0.64%2,109 26114.1% $17.16万 加仓
JNJ JOHNSON & JOHNSON $138.56万0.64%5,460 2765.3% $7.00万 加仓
MCD MCDONALDS CORP $136.25万0.63%5,023 -158-3.0% -$4.29万 减仓
CWB SPDR SERIES TRUST $136.03万0.63%12,615 7,562149.7% $81.54万 加仓
MU MICRON TECHNOLOGY INC $134.80万0.62%1,168 36846.0% $42.47万 加仓
VEA VANGUARD TAX-MANAGED FDS $134.08万0.62%18,820 7,98173.6% $56.86万 加仓
SCHD SCHWAB STRATEGIC TR $129.81万0.60%40,938 -26,382-39.2% -$83.66万 减仓
QQQ INVESCO QQQ TR $122.74万0.57%1,666 -158-8.7% -$11.64万 减仓
IRM IRON MTN INC DEL $120.25万0.55%9,524 -1,387-12.7% -$17.51万 减仓
HD HOME DEPOT INC $116.97万0.54%3,318 742.3% $2.61万 加仓
META META PLATFORMS INC $107.62万0.50%1,907 59545.4% $33.58万 加仓
XLC SELECT SECTOR SPDR TR $98.86万0.46%9,227 -8,732-48.6% -$93.56万 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
IJH ISHARES TR $94.67万0.44%12,277 -79,635-86.6% -$614.10万 减仓
CRWD CROWDSTRIKE HLDGS INC $93.56万0.43%1,226 13512.4% $10.30万 重新持有
SPBO SPDR SERIES TRUST $91.80万0.42%31,610 -772-2.4% -$2.24万 重新持有
VO VANGUARD INDEX FDS $90.40万0.42%11,220 11,220— $90.40万 新建仓
ITA ISHARES TR $89.52万0.41%3,692 1093.0% $2.64万 加仓
ABBV ABBVIE INC $88.68万0.41%3,528 -494-12.3% -$12.42万 减仓
XLF SELECT SECTOR SPDR TR $88.21万0.41%16,454 -22,407-57.7% -$120.13万 减仓
HSY HERSHEY CO $85.88万0.40%4,896 53412.2% $9.37万 加仓
GE GE AEROSPACE $85.77万0.40%2,295 38820.3% $14.50万 加仓
GLW CORNING INC $84.22万0.39%3,297 42414.8% $10.83万 加仓
COWZ PACER FDS TR $82.06万0.38%13,193 1551.2% $9,641 加仓
PNC PNC FINL SVCS GROUP INC $75.01万0.35%3,047 39715.0% $9.77万 加仓
ARTY ISHARES TR $73.48万0.34%9,648 9,648— $73.48万 新建仓
NFLX NETFLIX INC. $73.20万0.34%10,252 -838-7.6% -$5.98万 重新持有
CLS CELESTICA INC $72.78万0.34%1,995 62045.1% $22.62万 加仓
IVE ISHARES TR $70.12万0.32%3,088 682.3% $1.54万 加仓
ENB ENBRIDGE INC $65.58万0.30%12,098 00.0% — 不变
GLD SPDR GOLD TR $65.50万0.30%1,778 -13-0.7% -$4,789 减仓
UBER UBER TECHNOLOGIES INC $65.38万0.30%9,060 2102.4% $1.52万 加仓
AVGO BROADCOM INC $64.73万0.30%1,713 74977.7% $28.30万 加仓
IGRO ISHARES TR $62.51万0.29%7,110 1982.9% $1.74万 加仓
VDC VANGUARD WORLD FD $60.05万0.28%2,665 311.2% $6,985 加仓
SPSM SPDR SERIES TRUST $59.16万0.27%10,259 10,259— $59.16万 新建仓
IWS ISHARES TR $59.12万0.27%3,592 -342-8.7% -$5.63万 减仓
SHOP SHOPIFY INC $58.88万0.27%5,157 -295-5.4% -$3.37万 减仓
LNG CHENIERE ENERGY INC $57.94万0.27%2,423 -121-4.8% -$2.89万 减仓
SPDW SPDR INDEX SHS FDS $56.12万0.26%11,138 11,138— $56.12万 新建仓
SPHQ INVESCO EXCHANGE TRADED FD T $55.50万0.26%6,161 520.9% $4,685 加仓
PLD PROLOGIS INC. $53.75万0.25%3,968 78324.6% $10.61万 重新持有
XLI SELECT SECTOR SPDR TR $53.41万0.25%2,884 -351-10.9% -$6.50万 减仓
IWR ISHARES TR $49.35万0.23%4,472 681.5% $7,504 加仓
XLE SELECT SECTOR SPDR TR $47.64万0.22%8,969 3,76472.3% $19.99万 加仓
IWB ISHARES TR $47.42万0.22%1,157 131.1% $5,328 加仓
IJR ISHARES TR $46.57万0.21%3,141 -15,707-83.3% -$232.86万 减仓
GOOGL ALPHABET INC $45.15万0.21%1,263 1,263— $45.15万 新建仓
XLU SELECT SECTOR SPDR TR $41.79万0.19%9,218 2713.0% $1.23万 重新持有
FPAG INVESTMENT MANAGERS SER TR I $41.45万0.19%10,326 10,326— $41.45万 新建仓
NEE NEXTERA ENERGY INC $41.28万0.19%4,704 4,704— $41.28万 新建仓
— DIMENSIONAL ETF TRUST $40.64万0.19%9,162 5556.4% $2.46万 加仓
CHD CHURCH & DWIGHT CO INC $39.82万0.18%4,110 451.1% $4,360 加仓
VRTX VERTEX PHARMACEUTICALS INC $39.69万0.18%799 293.8% $1.44万 加仓
T AT&T INC $39.17万0.18%18,924 1500.8% $3,105 加仓
KO COCA COLA CO $39.17万0.18%4,818 -26-0.5% -$2,114 减仓
VST VISTRA CORP $37.50万0.17%2,363 45323.7% $7.19万 加仓
SCHV SCHWAB STRATEGIC TR $35.37万0.16%10,159 2,38330.6% $8.30万 加仓
IBM INTERNATIONAL BUSINESS MACHS $34.62万0.16%1,231 54278.7% $15.24万 重新持有
SPHD INVESCO EXCH TRADED FD TR II $33.14万0.15%6,519 -514-7.3% -$2.61万 减仓
USFR WISDOMTREE TR $33.04万0.15%6,561 6,561— $33.04万 新建仓
AMD ADVANCED MICRO DEVICES INC $31.95万0.15%550 550— $31.95万 新建仓
VHT VANGUARD WORLD FD $31.69万0.15%1,059 -39-3.6% -$1.17万 减仓
CSCO CISCO SYS INC $31.56万0.15%2,687 -68-2.5% -$7,987 减仓
QCOM QUALCOMM INC $30.99万0.14%1,677 -187-10.0% -$3.46万 减仓
SLV ISHARES SILVER TR $30.63万0.14%5,729 62512.2% $3.34万 加仓
— ETFIS SER TR I $29.54万0.14%6,397 -510-7.4% -$2.36万 减仓