Garton & Associates Financial Advisors LLC
LOUISVILLE KY · SEC CIK 0002109857
$1.22亿2026Q1 申报市值
123持仓数
36.8%前十大占比 · 第一大 6.7%
9 / 1074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
FIS 新建仓+$198.01万
AZN 新建仓+$142.24万
AMCR 新建仓+$122.15万
GNTX 新建仓+$118.59万
SCHWAB PRIME ADV 加仓+$118.14万
2026Q1 卖出最多 按季末市值估算
PNC 减仓-$350.51万
LLY 清仓-$193.10万
JPM 减仓-$163.96万
GOOGL 减仓-$136.02万
ABBV 减仓-$132.56万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PSEP | INNOVATOR US EQY POWER BUFFER ETF | $0 | 0.00% | 0 | -2,648 | -100.0% | -$11.58万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -375 | -100.0% | -$11.55万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -449 | -100.0% | -$11.51万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -339 | -100.0% | -$11.19万 | 清仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $0 | 0.00% | 0 | -1,075 | -100.0% | -$11.18万 | 清仓 |
| — | MFS INTERNATIONAL INTRINSIC VALUE I | $0 | 0.00% | 0 | -2,334 | -100.0% | -$11.16万 | 清仓 |
| — | VANGUARD MEGA CAP INDEX INSTITUTIONAL | $0 | 0.00% | 0 | -224 | -100.0% | -$11.10万 | 清仓 |
| — | PRINCIPAL MIDCAP INSTITUTIONAL | $0 | 0.00% | 0 | -2,563 | -100.0% | -$10.97万 | 清仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $0 | 0.00% | 0 | -302 | -100.0% | -$10.88万 | 清仓 |
| — | AMERICAN CENTURY EQUITY GROWTH I | $0 | 0.00% | 0 | -3,039 | -100.0% | -$10.85万 | 清仓 |
| — | FIDELITY BALANCED | $0 | 0.00% | 0 | -3,370 | -100.0% | -$10.83万 | 清仓 |
| — | FIDELITY NASDAQ COMPOSITE INDEX | $0 | 0.00% | 0 | -367 | -100.0% | -$10.82万 | 清仓 |
| LRCX | LAM RESH CORP | $0 | 0.00% | 0 | -623 | -100.0% | -$10.67万 | 清仓 |
| — | BOYLE CNTY KY EDL 4553PRIV EDUC DUE 060153OID XTRO | $0 | 0.00% | 0 | -115,000 | -100.0% | -$10.52万 | 清仓 |
| PNOV | INNOVATOR US EQY POWER BUFFER ETF | $0 | 0.00% | 0 | -2,500 | -100.0% | -$10.45万 | 清仓 |
| XMHQ | INVESCO S AND P MIDCAP QUALTY ETF | $0 | 0.00% | 0 | -1,018 | -100.0% | -$10.43万 | 清仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $0 | 0.00% | 0 | -2,536 | -100.0% | -$10.42万 | 清仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $0 | 0.00% | 0 | -310 | -100.0% | -$10.39万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -647 | -100.0% | -$10.34万 | 清仓 |
| — | US TREASURY BILL26U S T BILL DUE 032626 | $0 | 0.00% | 0 | -104,000 | -100.0% | -$10.32万 | 清仓 |
| DGT | STATE STREET SPDR GLOBALDOW ETF | $0 | 0.00% | 0 | -614 | -100.0% | -$10.24万 | 清仓 |
| — | JPMORGAN CHASE BA 3926CD FDIC INS DUE 122826US | $0 | 0.00% | 0 | -100,000 | -100.0% | -$10.01万 | 清仓 |
| — | JPMORGAN CHASE BA 4427CALLED 100 EFF 01062026 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$10.00万 | 清仓 |
| — | NEEDHAM BANK 3926CD FDIC INS DUE 012826US | $0 | 0.00% | 0 | -100,000 | -100.0% | -$10.00万 | 清仓 |
| ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -93 | -100.0% | -$9.98万 | 清仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $0 | 0.00% | 0 | -705 | -100.0% | -$9.96万 | 清仓 |
| — | US TREASUR NT 0750326UST NOTE DUE 033126 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$9.93万 | 清仓 |
| B | BARRICK MNG CORP F | $0 | 0.00% | 0 | -2,280 | -100.0% | -$9.93万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,137 | -100.0% | -$9.92万 | 清仓 |
| — | BNY MELLON APPRECIATION I | $0 | 0.00% | 0 | -2,791 | -100.0% | -$9.77万 | 清仓 |
| CEG | CONSTELLATION ENERGY COR | $0 | 0.00% | 0 | -276 | -100.0% | -$9.76万 | 清仓 |
| — | KENTUCKY BD CORP FI 228FINL AUTH DUE 020128 | $0 | 0.00% | 0 | -100,000 | -100.0% | -$9.66万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -206 | -100.0% | -$9.58万 | 清仓 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL F3 | $0 | 0.00% | 0 | -1,469 | -100.0% | -$9.57万 | 清仓 |
| — | WELLS FARGO BANK, 4326CD FDIC INS DUE 060926US | $0 | 0.00% | 0 | -95,000 | -100.0% | -$9.52万 | 清仓 |
| — | US TREASURY BILL26U S T BILL DUE 041626 | $0 | 0.00% | 0 | -95,000 | -100.0% | -$9.40万 | 清仓 |
| — | ALGER CAPITAL APPRECIATION INSTL I | $0 | 0.00% | 0 | -1,732 | -100.0% | -$9.37万 | 清仓 |
| NULG | NUVEEN ESG LARGE CAP GROWTH ETF | $0 | 0.00% | 0 | -953 | -100.0% | -$9.32万 | 清仓 |
| — | MFS GROWTH I | $0 | 0.00% | 0 | -471 | -100.0% | -$9.26万 | 清仓 |
| — | US TREASU NT 03750126UST NOTE DUE 013126 | $0 | 0.00% | 0 | -92,000 | -100.0% | -$9.17万 | 清仓 |
| — | FIDELITY ADVISOR GROWTH & INCOME Z | $0 | 0.00% | 0 | -1,339 | -100.0% | -$9.13万 | 清仓 |
| GIS | GENERAL MILLS INC | $0 | 0.00% | 0 | -1,952 | -100.0% | -$9.07万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -464 | -100.0% | -$9.05万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -296 | -100.0% | -$9.04万 | 清仓 |
| — | BANK OF AMERICA, 4126CD FDIC INS DUE 011526US | $0 | 0.00% | 0 | -90,000 | -100.0% | -$9.00万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -1,058 | -100.0% | -$8.99万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -3,268 | -100.0% | -$8.98万 | 清仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDX ETF | $0 | 0.00% | 0 | -981 | -100.0% | -$8.97万 | 清仓 |
| — | BOYLE CNTY KY ED 42546PRIV EDUC DUE 060146OID XTRO | $0 | 0.00% | 0 | -100,000 | -100.0% | -$8.91万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -9,564 | -100.0% | -$8.90万 | 清仓 |
| JMEE | JPMORGAN SMALL MID CP ENH EQT ETF | $0 | 0.00% | 0 | -1,383 | -100.0% | -$8.90万 | 清仓 |
| — | US TREASU NT 08750626UST NOTE DUE 063026 | $0 | 0.00% | 0 | -90,000 | -100.0% | -$8.88万 | 清仓 |
| — | SMEAD VALUE INVESTOR | $0 | 0.00% | 0 | -1,080 | -100.0% | -$8.82万 | 清仓 |
| — | FMI COMMON STOCK INSTITUTIONAL | $0 | 0.00% | 0 | -2,614 | -100.0% | -$8.73万 | 清仓 |
| MPLX | MPLX LP LP | $0 | 0.00% | 0 | -1,632 | -100.0% | -$8.71万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -695 | -100.0% | -$8.70万 | 清仓 |
| — | COLUMBIA CONTRARIAN CORE INST2 | $0 | 0.00% | 0 | -2,180 | -100.0% | -$8.70万 | 清仓 |
| SNY | SANOFI FSPONSORED ADR 1 ADR REPS 05 ORD SHS | $0 | 0.00% | 0 | -1,795 | -100.0% | -$8.70万 | 清仓 |
| ET | ENERGY TRANSFER L P LP | $0 | 0.00% | 0 | -5,270 | -100.0% | -$8.69万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -868 | -100.0% | -$8.67万 | 清仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDN ETF | $0 | 0.00% | 0 | -2,102 | -100.0% | -$8.67万 | 清仓 |
| — | UNITED BANCSHARES INC OH | $0 | 0.00% | 0 | -1,942 | -100.0% | -$8.55万 | 清仓 |
| IWR | ISHARES RUSSELL MID CAP ETF | $0 | 0.00% | 0 | -887 | -100.0% | -$8.54万 | 清仓 |
| PSLV | SPROTT PHYSICAL SILVER E | $0 | 0.00% | 0 | -3,600 | -100.0% | -$8.51万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -549 | -100.0% | -$8.43万 | 清仓 |
| — | VANGUARD EQUITYINCOME ADM | $0 | 0.00% | 0 | -905 | -100.0% | -$8.41万 | 清仓 |
| — | WASATCH CORE GROWTH INSTITUTIONAL | $0 | 0.00% | 0 | -1,092 | -100.0% | -$8.31万 | 清仓 |
| AG | FIRST MAJESTIC SILVER F | $0 | 0.00% | 0 | -4,967 | -100.0% | -$8.28万 | 清仓 |
| — | AMERICAN FUNDS AMERICAN BALANCED F3 | $0 | 0.00% | 0 | -2,205 | -100.0% | -$8.26万 | 清仓 |
| ECHO | ECHOSTAR CORP CLASS A | $0 | 0.00% | 0 | -750 | -100.0% | -$8.15万 | 清仓 |
| PSA | PUBLIC STORAGE REIT | $0 | 0.00% | 0 | -314 | -100.0% | -$8.15万 | 清仓 |
| — | US TREASURY BILL26U S T BILL DUE 052126 | $0 | 0.00% | 0 | -82,000 | -100.0% | -$8.09万 | 清仓 |
| DNP | DNP SELECT INCOME CF | $0 | 0.00% | 0 | -8,089 | -100.0% | -$8.08万 | 清仓 |
| HL | HECLA MNG CO | $0 | 0.00% | 0 | -4,191 | -100.0% | -$8.04万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -500 | -100.0% | -$8.03万 | 清仓 |
| HTGC | HERCULES CAP INC | $0 | 0.00% | 0 | -4,265 | -100.0% | -$8.03万 | 清仓 |
| TTE | TOTALENERGIES F | $0 | 0.00% | 0 | -1,225 | -100.0% | -$8.02万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -799 | -100.0% | -$7.94万 | 清仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -636 | -100.0% | -$7.84万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -423 | -100.0% | -$7.80万 | 清仓 |
| — | US TREASUR NT 250226UST NOTE DUE 022826 | $0 | 0.00% | 0 | -78,000 | -100.0% | -$7.78万 | 清仓 |
| WELL | WELLTOWER INC REIT | $0 | 0.00% | 0 | -419 | -100.0% | -$7.77万 | 清仓 |
| — | VANGUARD WELLINGTON INV | $0 | 0.00% | 0 | -1,725 | -100.0% | -$7.71万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -204 | -100.0% | -$7.56万 | 清仓 |
| QQEW | FIRST TR NAS 100 SELECT EQ WEIGH ETF | $0 | 0.00% | 0 | -530 | -100.0% | -$7.53万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -662 | -100.0% | -$7.53万 | 清仓 |
| — | THE BANK OF NEW 37526CD FDIC INS DUE 121726US | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.50万 | 清仓 |
| — | GOLDMAN SACHS BAN 4226CD FDIC INS DUE 021126US | $0 | 0.00% | 0 | -75,000 | -100.0% | -$7.50万 | 清仓 |
| — | TOUCHSTONE BALANCED Y | $0 | 0.00% | 0 | -2,510 | -100.0% | -$7.49万 | 清仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -612 | -100.0% | -$7.46万 | 清仓 |
| SPYG | ST STRT SPDR PRTL S&P 500 GRW ETF IV | $0 | 0.00% | 0 | -697 | -100.0% | -$7.44万 | 清仓 |
| — | BARON GROWTH INSTL | $0 | 0.00% | 0 | -1,075 | -100.0% | -$7.36万 | 清仓 |
| — | WESTERN ASSET INTERMEDIATE BOND IS | $0 | 0.00% | 0 | -7,270 | -100.0% | -$7.20万 | 清仓 |
| AER | AERCAP HOLDINGS N V F | $0 | 0.00% | 0 | -500 | -100.0% | -$7.19万 | 清仓 |
| STX | SEAGATE TECHNOLOGY H F | $0 | 0.00% | 0 | -260 | -100.0% | -$7.17万 | 清仓 |
| POCT | INNOVATOR US EQY POWER BUFFER ETF | $0 | 0.00% | 0 | -1,624 | -100.0% | -$7.13万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -293 | -100.0% | -$7.10万 | 清仓 |
| SHW | SHERWINWILLIAMS CO | $0 | 0.00% | 0 | -217 | -100.0% | -$7.03万 | 清仓 |
| — | AMERICAN FUNDS CAPITAL INCOME BLDR F2 | $0 | 0.00% | 0 | -902 | -100.0% | -$6.93万 | 清仓 |
| — | PIMCO STOCKSPLUS INTL (USDHEDGED) INST | $0 | 0.00% | 0 | -7,364 | -100.0% | -$6.91万 | 清仓 |