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 |
|---|---|---|---|---|---|---|---|---|
| SID | COMPANHIA SIDERURGICA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -3,169 | -100.0% | -$5,070 | 清仓 |
| NATL | NCR ATLEOS CORP | $0 | 0.00% | 0 | -133 | -100.0% | -$5,069 | 清仓 |
| — | POWERBANK CORP F | $0 | 0.00% | 0 | -2,800 | -100.0% | -$5,068 | 清仓 |
| — | PARNASSUS CORE EQUITY INVESTOR | $0 | 0.00% | 0 | -90 | -100.0% | -$5,052 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -113 | -100.0% | -$5,029 | 清仓 |
| ZBH | ZIMMER BIOMET HLDGS INC | $0 | 0.00% | 0 | -56 | -100.0% | -$5,013 | 清仓 |
| — | WELLS FARGO BANK, N 426CD FDIC INS DUE 081926US | $0 | 0.00% | 0 | -5,000 | -100.0% | -$5,007 | 清仓 |
| — | ADAIR CNTY KY S 312532LEAS SCH DUE 080132OID XTRO | $0 | 0.00% | 0 | -5,000 | -100.0% | -$4,961 | 清仓 |
| — | HEALWELL AI INC FCLASS A | $0 | 0.00% | 0 | -8,000 | -100.0% | -$4,959 | 清仓 |
| STAG | STAG INDL INC REIT | $0 | 0.00% | 0 | -134 | -100.0% | -$4,930 | 清仓 |
| — | VICTORY INTEGRITY DISCOVERY Y | $0 | 0.00% | 0 | -100 | -100.0% | -$4,902 | 清仓 |
| — | AMERICAN FUNDS INVMT CO OF AMER F2 | $0 | 0.00% | 0 | -78 | -100.0% | -$4,870 | 清仓 |
| — | FIDELITY INVESTMENT GRADE BOND | $0 | 0.00% | 0 | -655 | -100.0% | -$4,787 | 清仓 |
| LGND | LIGAND PHARMACEUTICALS I | $0 | 0.00% | 0 | -25 | -100.0% | -$4,727 | 清仓 |
| AMLP | ALPS ALERIAN MLP ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$4,702 | 清仓 |
| — | INVESCO HEALTH CARE Y | $0 | 0.00% | 0 | -115 | -100.0% | -$4,680 | 清仓 |
| TSLX | SIXTH STREET SPECIALTY L | $0 | 0.00% | 0 | -215 | -100.0% | -$4,670 | 清仓 |
| VNOM | VIPER ENERGY INC NEW CLASS A | $0 | 0.00% | 0 | -121 | -100.0% | -$4,665 | 清仓 |
| JMBS | JANUS HENDRSON MORTG BCKD SECURT ETF | $0 | 0.00% | 0 | -99 | -100.0% | -$4,523 | 清仓 |
| XEMDX | WESTERN ASSET EMERGING M | $0 | 0.00% | 0 | -425 | -100.0% | -$4,520 | 清仓 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL F2 | $0 | 0.00% | 0 | -68 | -100.0% | -$4,448 | 清仓 |
| — | ALPHA PRO TECH LTD | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4,440 | 清仓 |
| CHT | CHUNGHWA TELECOM CO LT FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $0 | 0.00% | 0 | -106 | -100.0% | -$4,411 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | $0 | 0.00% | 0 | -30 | -100.0% | -$4,397 | 清仓 |
| NMRK | NEWMARK GROUP INC CLASS A | $0 | 0.00% | 0 | -254 | -100.0% | -$4,396 | 清仓 |
| — | THOMSON REUTERS CORP F | $0 | 0.00% | 0 | -33 | -100.0% | -$4,352 | 清仓 |
| SPSB | ST STRET SPDR PRTFL S T CRPRT ETF IV | $0 | 0.00% | 0 | -144 | -100.0% | -$4,348 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -41 | -100.0% | -$4,339 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -1,649 | -100.0% | -$4,271 | 清仓 |
| — | CAPITAL CLEAN ENERGY C F | $0 | 0.00% | 0 | -203 | -100.0% | -$4,242 | 清仓 |
| TNK | TEEKAY TANKERS LTD FCLASS CLASS A | $0 | 0.00% | 0 | -79 | -100.0% | -$4,220 | 清仓 |
| — | AMPLIFY DIGITAL PAYMENTSETF | $0 | 0.00% | 0 | -81 | -100.0% | -$4,195 | 清仓 |
| — | CASTOR MARITIME INC F | $0 | 0.00% | 0 | -2,000 | -100.0% | -$4,140 | 清仓 |
| OBDC | BLUE OWL CAP CORP | $0 | 0.00% | 0 | -324 | -100.0% | -$4,027 | 清仓 |
| TYG | TORTOISE ENERGY INFRASTR | $0 | 0.00% | 0 | -98 | -100.0% | -$3,999 | 清仓 |
| — | AMERICAN CENTURY LARGE CAP EQUITY INV | $0 | 0.00% | 0 | -83 | -100.0% | -$3,967 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -30 | -100.0% | -$3,868 | 清仓 |
| — | AMERICAN VANGUARD CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3,820 | 清仓 |
| — | DIGITALBRIDGE GROUP INC CLASS CLASS A | $0 | 0.00% | 0 | -245 | -100.0% | -$3,758 | 清仓 |
| — | NORTECH SYS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$3,713 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$3,685 | 清仓 |
| DELL | DELL TECHNOLOGIES INC CLASS CLASS C | $0 | 0.00% | 0 | -29 | -100.0% | -$3,661 | 清仓 |
| SONY | SONY GROUP CORP FTRADES WITH DUE BILLS | $0 | 0.00% | 0 | -143 | -100.0% | -$3,651 | 清仓 |
| — | JANUS HENDERSON OVERSEAS I | $0 | 0.00% | 0 | -63 | -100.0% | -$3,640 | 清仓 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $0 | 0.00% | 0 | -105 | -100.0% | -$3,586 | 清仓 |
| — | INTERNTNL CONS AIRLS A FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -325 | -100.0% | -$3,582 | 清仓 |
| — | PRAIRIE OPERATING CO | $0 | 0.00% | 0 | -2,100 | -100.0% | -$3,549 | 清仓 |
| — | FHLMC 5534MBSCMO DUE 0215342744A | $0 | 0.00% | 0 | -6,000 | -100.0% | -$3,540 | 清仓 |
| HIMX | HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -431 | -100.0% | -$3,528 | 清仓 |
| SHO | SUNSTONE HOTEL INVS INC REIT | $0 | 0.00% | 0 | -394 | -100.0% | -$3,523 | 清仓 |
| — | COLUMBIA GREATER CHINA A | $0 | 0.00% | 0 | -83 | -100.0% | -$3,451 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -90 | -100.0% | -$3,444 | 清仓 |
| — | APOLLO DIVERSIFIED RE FD CL I | $0 | 0.00% | 0 | -139 | -100.0% | -$3,428 | 清仓 |
| — | ADVANTAGE ENERGY LTD F | $0 | 0.00% | 0 | -400 | -100.0% | -$3,408 | 清仓 |
| BAB | INVESCO TAXABLE MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -125 | -100.0% | -$3,400 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS | $0 | 0.00% | 0 | -68 | -100.0% | -$3,304 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -103 | -100.0% | -$3,301 | 清仓 |
| FBRT | FRANKLIN BSP REALTY | $0 | 0.00% | 0 | -329 | -100.0% | -$3,300 | 清仓 |
| — | PIMCO EMERGING MARKETS BOND I2 | $0 | 0.00% | 0 | -362 | -100.0% | -$3,290 | 清仓 |
| — | FEDERAL NTNL MORT 5535MBSCMO DUE 1225350616A | $0 | 0.00% | 0 | -16,000 | -100.0% | -$3,281 | 清仓 |
| ROBO | ROBO GBL RBOTCS AND AUTMATN INDX ETF | $0 | 0.00% | 0 | -47 | -100.0% | -$3,271 | 清仓 |
| EWS | ISHARES MSCI SINGAPORE ETF | $0 | 0.00% | 0 | -118 | -100.0% | -$3,248 | 清仓 |
| CHRD | CHORD ENERGY CORP | $0 | 0.00% | 0 | -35 | -100.0% | -$3,245 | 清仓 |
| ZTS | ZOETIS INC CLASS CLASS A | $0 | 0.00% | 0 | -26 | -100.0% | -$3,234 | 清仓 |
| AEG | AEGON LTD ADR ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -416 | -100.0% | -$3,205 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRI | $0 | 0.00% | 0 | -133 | -100.0% | -$3,203 | 清仓 |
| — | CONESTOGA SMALL CAP INVESTORS | $0 | 0.00% | 0 | -49 | -100.0% | -$3,201 | 清仓 |
| PHG | KONINKLIJKE PHILIPS N FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -118 | -100.0% | -$3,188 | 清仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $0 | 0.00% | 0 | -73 | -100.0% | -$3,144 | 清仓 |
| — | OXFORD SQUARE CAP CORP | $0 | 0.00% | 0 | -1,763 | -100.0% | -$3,104 | 清仓 |
| AMTM | AMENTUM HLDGS INC EQUITY | $0 | 0.00% | 0 | -107 | -100.0% | -$3,103 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -80 | -100.0% | -$3,098 | 清仓 |
| — | FEDERAL NTNL MORT 3542MBSCMO DUE 1225421327A | $0 | 0.00% | 0 | -5,000 | -100.0% | -$3,086 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -138 | -100.0% | -$3,069 | 清仓 |
| FUN | SIX FLAGS ENTMT CORP CLASS EQUITY | $0 | 0.00% | 0 | -200 | -100.0% | -$3,068 | 清仓 |
| — | NORTHEAST INVESTORS TRUST | $0 | 0.00% | 0 | -794 | -100.0% | -$3,043 | 清仓 |
| — | FHLMC 533MBSCMO DUE 0515332613A | $0 | 0.00% | 0 | -3,000 | -100.0% | -$3,037 | 清仓 |
| MRP | MILLROSE PPTYS INC CLASS A | $0 | 0.00% | 0 | -100 | -100.0% | -$2,987 | 清仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$2,957 | 清仓 |
| CMP | COMPASS MINERALS INTL IN | $0 | 0.00% | 0 | -150 | -100.0% | -$2,946 | 清仓 |
| — | GABELLI PET PARENTS' | $0 | 0.00% | 0 | -209 | -100.0% | -$2,915 | 清仓 |
| HYDB | ISHARES HIGH YIELD SYS BND ETF | $0 | 0.00% | 0 | -60 | -100.0% | -$2,841 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLCLASS CLASS A | $0 | 0.00% | 0 | -34 | -100.0% | -$2,822 | 清仓 |
| SPYM | STATE STREET SPDR PORTFLS&P 500 ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$2,808 | 清仓 |
| — | DWS SMALL CAP CORE INST | $0 | 0.00% | 0 | -54 | -100.0% | -$2,799 | 清仓 |
| — | CIVITAS RES INC | $0 | 0.00% | 0 | -102 | -100.0% | -$2,759 | 清仓 |
| VYX | NCR VOYIX CORP | $0 | 0.00% | 0 | -266 | -100.0% | -$2,713 | 清仓 |
| JCPB | JPMORGAN CORE PLUS BOND ETF | $0 | 0.00% | 0 | -57 | -100.0% | -$2,699 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$2,656 | 清仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $0 | 0.00% | 0 | -114 | -100.0% | -$2,629 | 清仓 |
| — | FEDERAL NTNL MORT 5535MBSCMO DUE 0425350527C | $0 | 0.00% | 0 | -3,000 | -100.0% | -$2,608 | 清仓 |
| — | GLOBAL SHIP L 875 PFDPFD SER B | $0 | 0.00% | 0 | -100 | -100.0% | -$2,603 | 清仓 |
| PINS | PINTEREST INC CLASS A | $0 | 0.00% | 0 | -100 | -100.0% | -$2,589 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -12 | -100.0% | -$2,561 | 清仓 |
| NIO | NIO INC F | $0 | 0.00% | 0 | -500 | -100.0% | -$2,550 | 清仓 |
| JEPQ | J P MORGAN NASDAQ EQT PRM INC ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$2,325 | 清仓 |
| — | COLUMBIA INCOME OPPORTUNITIES INST2 | $0 | 0.00% | 0 | -255 | -100.0% | -$2,283 | 清仓 |
| FTEC | FIDELITY MSCI INFOR TECHINDX ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$2,247 | 清仓 |
| — | BLACKROCK INVESTMENT QLT | $0 | 0.00% | 0 | -200 | -100.0% | -$2,240 | 清仓 |
| RDY | DR REDDYS LABS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -155 | -100.0% | -$2,176 | 清仓 |