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 |
|---|---|---|---|---|---|---|---|---|
| — | T ROWE PRICE LRG CP GR I | $0 | 0.00% | 0 | -94 | -100.0% | -$7,998 | 清仓 |
| — | VANGUARD STAR INV | $0 | 0.00% | 0 | -274 | -100.0% | -$7,991 | 清仓 |
| — | FIDELITY GNMA | $0 | 0.00% | 0 | -767 | -100.0% | -$7,965 | 清仓 |
| IWP | ISHARES RUSSELL MID CAP GROWTH ETF | $0 | 0.00% | 0 | -58 | -100.0% | -$7,943 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -69 | -100.0% | -$7,939 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$7,936 | 清仓 |
| SLVM | SYLVAMO CORP | $0 | 0.00% | 0 | -164 | -100.0% | -$7,897 | 清仓 |
| UFO | PROCURE SPACE ETF | $0 | 0.00% | 0 | -202 | -100.0% | -$7,812 | 清仓 |
| IEMG | ISHARES CORE MSCI EMERGING ETF | $0 | 0.00% | 0 | -116 | -100.0% | -$7,798 | 清仓 |
| — | REYNOLDS BLUE CHIP GROWTH | $0 | 0.00% | 0 | -117 | -100.0% | -$7,767 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -155 | -100.0% | -$7,648 | 清仓 |
| NVO | NOVONORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -150 | -100.0% | -$7,640 | 清仓 |
| — | NUVEEN FLOATING RATE INCOME I | $0 | 0.00% | 0 | -426 | -100.0% | -$7,636 | 清仓 |
| — | GENERAL ELECTRI 587538 DUE 011438 | $0 | 0.00% | 0 | -7,000 | -100.0% | -$7,596 | 清仓 |
| BG | BUNGE GLOBAL SA F | $0 | 0.00% | 0 | -85 | -100.0% | -$7,572 | 清仓 |
| SGU | STAR GROUP L P LP | $0 | 0.00% | 0 | -638 | -100.0% | -$7,550 | 清仓 |
| — | WESTERN ASSET CORE PLUS BOND I | $0 | 0.00% | 0 | -795 | -100.0% | -$7,421 | 清仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$7,407 | 清仓 |
| GAB | GABELLI EQUITY CF | $0 | 0.00% | 0 | -1,200 | -100.0% | -$7,404 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL I | $0 | 0.00% | 0 | -200 | -100.0% | -$7,400 | 清仓 |
| — | AMERICAN CENTURY SMALL CAP VALUE I | $0 | 0.00% | 0 | -817 | -100.0% | -$7,326 | 清仓 |
| — | PACER US EXPORT LEADERS ETF | $0 | 0.00% | 0 | -120 | -100.0% | -$7,317 | 清仓 |
| EFC | ELLINGTON FINL INC REIT | $0 | 0.00% | 0 | -537 | -100.0% | -$7,298 | 清仓 |
| — | AMERICAN FUNDS EUPAC F2 | $0 | 0.00% | 0 | -121 | -100.0% | -$7,277 | 清仓 |
| — | FORD MOTOR CO 662528 DUE 021528 | $0 | 0.00% | 0 | -7,000 | -100.0% | -$7,221 | 清仓 |
| XSMO | INVESCO S & P SMLCP MOMENTM ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$7,201 | 清仓 |
| FPE | FIRST TRUST PREFERRED SEC INCOME ETF | $0 | 0.00% | 0 | -394 | -100.0% | -$7,179 | 清仓 |
| — | NYLI MACKAY STRATEGIC MUNI ALLC CL I | $0 | 0.00% | 0 | -750 | -100.0% | -$7,161 | 清仓 |
| — | TIMOTHY PLAN SMALLMID CAP GROWTH CL I | $0 | 0.00% | 0 | -496 | -100.0% | -$7,132 | 清仓 |
| TOST | TOAST INC CLASS CLASS A | $0 | 0.00% | 0 | -200 | -100.0% | -$7,102 | 清仓 |
| — | MORGAN STANLEY PRIV 426CD FDIC INS DUE 082026US | $0 | 0.00% | 0 | -7,000 | -100.0% | -$7,010 | 清仓 |
| — | FHLMC 540MBSCMO DUE 0415403653J | $0 | 0.00% | 0 | -7,000 | -100.0% | -$6,988 | 清仓 |
| — | INVESCO GLOBAL OPPORTUNITIES Y | $0 | 0.00% | 0 | -134 | -100.0% | -$6,966 | 清仓 |
| SBLK | STAR BULK CARRIERS COR F | $0 | 0.00% | 0 | -359 | -100.0% | -$6,895 | 清仓 |
| — | PIMCO TOTAL RETURN I3 | $0 | 0.00% | 0 | -778 | -100.0% | -$6,892 | 清仓 |
| — | FIDELITY ADVISOR MID CAP II A | $0 | 0.00% | 0 | -294 | -100.0% | -$6,864 | 清仓 |
| ARI | APOLLO COML REAL ESTATE REIT | $0 | 0.00% | 0 | -708 | -100.0% | -$6,852 | 清仓 |
| PSI | INVESCO SEMICONDUCTORS ETF | $0 | 0.00% | 0 | -86 | -100.0% | -$6,781 | 清仓 |
| MANU | MANCHESTER UTD PLC NEW FCLASS A | $0 | 0.00% | 0 | -425 | -100.0% | -$6,766 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -538 | -100.0% | -$6,698 | 清仓 |
| — | DMC GLOBAL INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6,690 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS ICLASS A | $0 | 0.00% | 0 | -32 | -100.0% | -$6,680 | 清仓 |
| — | FIDELITY ADVISOR BALANCED FD I | $0 | 0.00% | 0 | -208 | -100.0% | -$6,678 | 清仓 |
| CCI | CROWN CASTLE INC REIT REIT | $0 | 0.00% | 0 | -75 | -100.0% | -$6,665 | 清仓 |
| — | DIAMOND HILL LONGSHORT I | $0 | 0.00% | 0 | -209 | -100.0% | -$6,639 | 清仓 |
| — | MATTHEWS ASIA DIVIDEND INSTL | $0 | 0.00% | 0 | -372 | -100.0% | -$6,461 | 清仓 |
| — | JPMORGAN US EQUITY I | $0 | 0.00% | 0 | -239 | -100.0% | -$6,427 | 清仓 |
| — | PENNANTPARK INVT CORP | $0 | 0.00% | 0 | -1,069 | -100.0% | -$6,373 | 清仓 |
| — | JOHN HANCOCK PREMIUM DIV | $0 | 0.00% | 0 | -500 | -100.0% | -$6,350 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$6,341 | 清仓 |
| SLYV | ST STRET SPDR S&P 600 S C VL ETF IV | $0 | 0.00% | 0 | -69 | -100.0% | -$6,313 | 清仓 |
| NLY | ANNALY CAP MGMT INC REIT | $0 | 0.00% | 0 | -282 | -100.0% | -$6,306 | 清仓 |
| — | VIRTUS CONVERTIBLE AND I | $0 | 0.00% | 0 | -456 | -100.0% | -$6,284 | 清仓 |
| — | COLUMBIA ACORN INST2 | $0 | 0.00% | 0 | -433 | -100.0% | -$6,273 | 清仓 |
| EQNR | EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -265 | -100.0% | -$6,265 | 清仓 |
| — | PIMCO STRATEGIC INCOME C | $0 | 0.00% | 0 | -1,122 | -100.0% | -$6,249 | 清仓 |
| GHY | PGIM GLOBAL HIGH YIELD | $0 | 0.00% | 0 | -500 | -100.0% | -$6,170 | 清仓 |
| DK | DELEK US HLDGS INC NEW | $0 | 0.00% | 0 | -207 | -100.0% | -$6,150 | 清仓 |
| — | FHLMC 5535MBSCMO DUE 0615352996A | $0 | 0.00% | 0 | -6,000 | -100.0% | -$6,148 | 清仓 |
| — | NEUBERGER HI YLD STRATEG | $0 | 0.00% | 0 | -822 | -100.0% | -$6,118 | 清仓 |
| AWR | AMERICAN STS WTR CO | $0 | 0.00% | 0 | -84 | -100.0% | -$6,101 | 清仓 |
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | -102 | -100.0% | -$6,043 | 清仓 |
| CHI | CALAMOS CONVERTIBLE OPPO | $0 | 0.00% | 0 | -575 | -100.0% | -$6,026 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -100 | -100.0% | -$6,002 | 清仓 |
| MAR | MARRIOTT INTL INC NEW CLASS CLASS A | $0 | 0.00% | 0 | -19 | -100.0% | -$5,981 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -75 | -100.0% | -$5,943 | 清仓 |
| KEY | KEYCORP NEW | $0 | 0.00% | 0 | -286 | -100.0% | -$5,906 | 清仓 |
| — | AMERICAN FUNDS CAPITAL WORLD GR&INC F2 | $0 | 0.00% | 0 | -83 | -100.0% | -$5,900 | 清仓 |
| BGS | B & G FOODS INC NEW | $0 | 0.00% | 0 | -1,360 | -100.0% | -$5,848 | 清仓 |
| CLF | CLEVELANDCLIFFS INC NEW | $0 | 0.00% | 0 | -440 | -100.0% | -$5,843 | 清仓 |
| ARKX | ARK SPACE AND DEFENSE INN ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$5,796 | 清仓 |
| MUA | BLACKROCK MUNIASSETS CF | $0 | 0.00% | 0 | -532 | -100.0% | -$5,695 | 清仓 |
| — | PARNASSUS MID CAP INSTITUTIONAL | $0 | 0.00% | 0 | -148 | -100.0% | -$5,691 | 清仓 |
| — | TIDAL TR II YIELDMAX MSTR OPTION INCOME STRATEGY ETF NEW | $0 | 0.00% | 0 | -192 | -100.0% | -$5,683 | 清仓 |
| — | ALLY FINL INC 831 DUE 110131 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$5,676 | 清仓 |
| GEL | GENESIS ENERGY L P LP | $0 | 0.00% | 0 | -362 | -100.0% | -$5,649 | 清仓 |
| PJAN | INNOVATOR US EQUITY POWER BUFFER ETF | $0 | 0.00% | 0 | -120 | -100.0% | -$5,642 | 清仓 |
| — | FEDERAL NTNL MORT 5534MBSCMO DUE 0525340436A | $0 | 0.00% | 0 | -9,000 | -100.0% | -$5,616 | 清仓 |
| — | FIDELITY CANADA | $0 | 0.00% | 0 | -72 | -100.0% | -$5,609 | 清仓 |
| — | ARTISAN INTERNATIONAL ADVISOR | $0 | 0.00% | 0 | -188 | -100.0% | -$5,577 | 清仓 |
| — | TELSTRA GROUP LTD FUNSPONSORED ADR 1 ADR REPS 5 ORD SHS | $0 | 0.00% | 0 | -338 | -100.0% | -$5,566 | 清仓 |
| MFIC | MIDCAP FINL INVESTME | $0 | 0.00% | 0 | -480 | -100.0% | -$5,491 | 清仓 |
| PICK | ISHARES MSCI GLL MET MINPROD ETF | $0 | 0.00% | 0 | -107 | -100.0% | -$5,485 | 清仓 |
| TECK | TECK RES LIMITED FCLASS B | $0 | 0.00% | 0 | -114 | -100.0% | -$5,478 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -382 | -100.0% | -$5,478 | 清仓 |
| GOOD | GLADSTONE COML CORP REIT | $0 | 0.00% | 0 | -510 | -100.0% | -$5,446 | 清仓 |
| — | BNY MELLON SMMD CP GR I | $0 | 0.00% | 0 | -254 | -100.0% | -$5,431 | 清仓 |
| — | SCHWAB S&P 500 INDEX | $0 | 0.00% | 0 | -309 | -100.0% | -$5,427 | 清仓 |
| MAGS | LISTED FNDS RONDHL MGNFCNT ETF | $0 | 0.00% | 0 | -82 | -100.0% | -$5,409 | 清仓 |
| — | ALPS MEDICAL BREAKTHROUGHS ETF | $0 | 0.00% | 0 | -105 | -100.0% | -$5,361 | 清仓 |
| USHY | ISHARES BROAD USD HG YLDCRP BND ETF | $0 | 0.00% | 0 | -143 | -100.0% | -$5,347 | 清仓 |
| VIV | TELEFONICA BRASIL SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -448 | -100.0% | -$5,312 | 清仓 |
| BGC | BGC GROUP INC CLASS CLASS A | $0 | 0.00% | 0 | -594 | -100.0% | -$5,306 | 清仓 |
| BKCH | GLOBAL X BLOCKCHAIN ETF | $0 | 0.00% | 0 | -82 | -100.0% | -$5,238 | 清仓 |
| SIRI | SIRIUSXM HLDGS INC EQUITCLASS EQUITY | $0 | 0.00% | 0 | -260 | -100.0% | -$5,206 | 清仓 |
| — | FIDELITY ADVISOR INVESTMENT GR BD Z | $0 | 0.00% | 0 | -706 | -100.0% | -$5,165 | 清仓 |
| RHHBY | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0125 ORD SHS | $0 | 0.00% | 0 | -100 | -100.0% | -$5,157 | 清仓 |
| — | FHLMC 5535MBSCMO DUE 1115353066B | $0 | 0.00% | 0 | -5,000 | -100.0% | -$5,132 | 清仓 |
| PECO | PHILLIPS EDISON & CO INC | $0 | 0.00% | 0 | -144 | -100.0% | -$5,122 | 清仓 |
| MPT | MEDICAL PPTYS TR INC REIT | $0 | 0.00% | 0 | -1,024 | -100.0% | -$5,120 | 清仓 |