Guardian Wealth Management, LLC
CHATTANOOGA TN · SEC CIK 0002095373
$3.57亿2026Q2 申报市值
30持仓数
73.0%前十大占比 · 第一大 12.7%
1 / 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
DFGX 加仓+$206.87万
DFSD 加仓+$191.38万
DFCF 加仓+$126.70万
DFNM 加仓+$53.79万
CL 新建仓+$29.10万
2026Q2 卖出最多 按季末市值估算
DFUV 减仓-$105.49万
DFEV 减仓-$102.93万
DFAE 减仓-$84.42万
VDE 减仓-$42.28万
DIMENSIONAL ETF 减仓-$31.94万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -765 | -100.0% | -$28.32万 | 清仓 |
| SO | SOUTHERN CO | $20.50万 | 0.06% | 2,142 | 12 | 0.6% | $1,149 | 加仓 |
| WMT | WALMART INC | $23.54万 | 0.07% | 2,078 | -10 | -0.5% | -$1,133 | 减仓 |
| AMZN | AMAZON COM INC | $23.55万 | 0.07% | 988 | -110 | -10.0% | -$2.62万 | 减仓 |
| GPN | GLOBAL PMTS INC | $26.45万 | 0.07% | 3,645 | 13 | 0.4% | $943 | 加仓 |
| AAPL | APPLE INC | $28.94万 | 0.08% | 1,000 | 22 | 2.2% | $6,366 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $29.10万 | 0.08% | 3,174 | 3,174 | — | $29.10万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $32.59万 | 0.09% | 7,347 | 544 | 8.0% | $2.41万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $98.91万 | 0.28% | 19,478 | 1,409 | 7.8% | $7.15万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $100.31万 | 0.28% | 38,346 | -3,720 | -8.8% | -$9.73万 | 减仓 |
| DHR | DANAHER CORP DEL | $111.58万 | 0.31% | 5,858 | -548 | -8.6% | -$10.44万 | 减仓 |
| VHT | VANGUARD WORLD FD | $448.07万 | 1.26% | 14,985 | 528 | 3.7% | $15.79万 | 加仓 |
| IAU | ISHARES GOLD TR | $529.14万 | 1.48% | 70,075 | 2,342 | 3.5% | $17.68万 | 加仓 |
| VAW | VANGUARD WORLD FD | $550.43万 | 1.54% | 24,058 | -52 | -0.2% | -$1.19万 | 减仓 |
| VDE | VANGUARD WORLD FD | $571.16万 | 1.60% | 38,044 | -2,816 | -6.9% | -$42.28万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $880.36万 | 2.47% | 151,265 | -419 | -0.3% | -$2.44万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $957.09万 | 2.68% | 198,012 | 11,128 | 6.0% | $53.79万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,217.04万 | 3.41% | 303,274 | -2,787 | -0.9% | -$11.18万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,250.56万 | 3.51% | 356,997 | 302 | 0.1% | $1.06万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,371.31万 | 3.84% | 341,037 | -20,994 | -5.8% | -$84.42万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,375.32万 | 3.86% | 322,338 | -24,124 | -7.0% | -$102.93万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,380.39万 | 3.87% | 334,641 | 2,969 | 0.9% | $12.25万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,384.68万 | 3.88% | 256,328 | -1,259 | -0.5% | -$6.80万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,830.40万 | 5.13% | 433,642 | 30,017 | 7.4% | $126.70万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,336.25万 | 6.55% | 489,267 | 40,080 | 8.9% | $191.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,463.97万 | 6.91% | 352,499 | -4,570 | -1.3% | -$31.94万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $2,609.90万 | 7.32% | 486,969 | 38,599 | 8.6% | $206.87万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,643.56万 | 7.41% | 912,517 | 7,196 | 0.8% | $20.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,786.33万 | 7.81% | 338,393 | -2,143 | -0.6% | -$17.65万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $4,054.06万 | 11.37% | 494,759 | -2,521 | -0.5% | -$20.66万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,534.66万 | 12.71% | 824,333 | -19,177 | -2.3% | -$105.49万 | 减仓 |