Guardian Wealth Management, LLC
CHATTANOOGA TN · SEC CIK 0002095373
$3.30亿2026Q1 申报市值
30持仓数
71.4%前十大占比 · 第一大 12.4%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DFGX 加仓+$303.28万
DFSD 加仓+$204.74万
DFNM 加仓+$184.47万
DFCF 加仓+$153.27万
DFUS 加仓+$137.64万
2026Q1 卖出最多 按季末市值估算
DFIV 减仓-$104.48万
IAU 减仓-$88.69万
DISV 减仓-$83.91万
VDE 减仓-$74.49万
DFEV 减仓-$68.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | $4,087.65万 | 12.40% | 843,510 | -11,608 | -1.4% | -$56.25万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3,526.21万 | 10.70% | 497,280 | 19,410 | 4.1% | $137.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,422.24万 | 7.35% | 340,536 | 2,064 | 0.6% | $14.68万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,406.34万 | 7.30% | 905,321 | 31,854 | 3.6% | $84.67万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $2,351.72万 | 7.13% | 448,370 | 57,822 | 14.8% | $303.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,229.90万 | 6.76% | 357,069 | -4,684 | -1.3% | -$29.25万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $2,150.71万 | 6.52% | 449,187 | 42,761 | 10.5% | $204.74万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,704.11万 | 5.17% | 403,625 | 36,302 | 9.9% | $153.27万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,373.19万 | 4.17% | 257,587 | -19,598 | -7.1% | -$104.48万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,292.20万 | 3.92% | 331,672 | 2,656 | 0.8% | $10.35万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,241.03万 | 3.76% | 346,462 | -19,232 | -5.3% | -$68.89万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,225.84万 | 3.72% | 362,031 | -16,192 | -4.3% | -$54.83万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,219.04万 | 3.70% | 306,061 | -21,067 | -6.4% | -$83.91万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,215.25万 | 3.69% | 356,695 | -10,305 | -2.8% | -$35.11万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $895.73万 | 2.72% | 186,884 | 38,488 | 25.9% | $184.47万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $887.96万 | 2.69% | 151,684 | 19,250 | 14.5% | $112.69万 | 加仓 |
| VDE | VANGUARD WORLD FD | $707.04万 | 2.14% | 40,860 | -4,305 | -9.5% | -$74.49万 | 减仓 |
| IAU | ISHARES GOLD TR | $603.33万 | 1.83% | 67,733 | -9,957 | -12.8% | -$88.69万 | 减仓 |
| VAW | VANGUARD WORLD FD | $543.30万 | 1.65% | 24,110 | -1,937 | -7.4% | -$43.65万 | 减仓 |
| VHT | VANGUARD WORLD FD | $393.71万 | 1.19% | 14,457 | 169 | 1.2% | $4.60万 | 加仓 |
| DHR | DANAHER CORP DEL | $121.46万 | 0.37% | 6,406 | 6,406 | — | $121.46万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $99.49万 | 0.30% | 42,066 | -3,488 | -7.7% | -$8.25万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $91.63万 | 0.28% | 18,069 | -9,103 | -33.5% | -$46.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $28.32万 | 0.09% | 765 | 23 | 3.1% | $8,514 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.44万 | 0.08% | 6,803 | 164 | 2.5% | $6,373 | 加仓 |
| WMT | WALMART INC | $25.95万 | 0.08% | 2,088 | -6 | -0.3% | -$746 | 减仓 |
| AAPL | APPLE INC | $24.82万 | 0.08% | 978 | -7 | -0.7% | -$1,777 | 减仓 |
| GPN | GLOBAL PMTS INC | $24.44万 | 0.07% | 3,632 | 14 | 0.4% | $942 | 加仓 |
| AMZN | AMAZON COM INC | $22.87万 | 0.07% | 1,098 | -7 | -0.6% | -$1,458 | 减仓 |
| SO | SOUTHERN CO | $20.56万 | 0.06% | 2,130 | -216 | -9.2% | -$2.08万 | 减仓 |