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 |
|---|---|---|---|---|---|---|---|---|
| ZM | ZOOM COMMUNICATIONS INC CLASS A | $0 | 0.00% | 0 | -25 | -100.0% | -$2,157 | 清仓 |
| — | PRINCIPAL MIDCAP R6 | $0 | 0.00% | 0 | -48 | -100.0% | -$2,064 | 清仓 |
| — | AQR MANAGED FUTURES STRATEGY I | $0 | 0.00% | 0 | -211 | -100.0% | -$2,019 | 清仓 |
| GME | GAMESTOP CORP NEW CLASS A | $0 | 0.00% | 0 | -100 | -100.0% | -$2,008 | 清仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$1,938 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,911 | 清仓 |
| — | BEYOND MEAT INC | $0 | 0.00% | 0 | -2,300 | -100.0% | -$1,886 | 清仓 |
| UAA | UNDER ARMOUR INC CLASS CLASS A | $0 | 0.00% | 0 | -376 | -100.0% | -$1,869 | 清仓 |
| — | SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -25 | -100.0% | -$1,819 | 清仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$1,812 | 清仓 |
| — | HARTFORD MIDCAP A | $0 | 0.00% | 0 | -91 | -100.0% | -$1,797 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -51 | -100.0% | -$1,778 | 清仓 |
| — | FIDELITY ADVISOR MEGA CAP STOCK A | $0 | 0.00% | 0 | -57 | -100.0% | -$1,755 | 清仓 |
| — | AMERICAN FUNDS NEW PERSPECTIVE F2 | $0 | 0.00% | 0 | -24 | -100.0% | -$1,702 | 清仓 |
| ILF | ISHARES LATIN AMERICA 40ETF | $0 | 0.00% | 0 | -55 | -100.0% | -$1,675 | 清仓 |
| BST | BLACKROCK SCIENCE TECHNO | $0 | 0.00% | 0 | -40 | -100.0% | -$1,622 | 清仓 |
| GVI | ISHARES INT GOV CREDIT BOND ETF | $0 | 0.00% | 0 | -15 | -100.0% | -$1,610 | 清仓 |
| CIBR | FIRST TRUST NASDAQ CYBRSCRTY ETF | $0 | 0.00% | 0 | -22 | -100.0% | -$1,578 | 清仓 |
| — | CALVERT US LARGE CAP CORE RSPNB IDX A | $0 | 0.00% | 0 | -29 | -100.0% | -$1,562 | 清仓 |
| — | MANTEIO MANAGED FUTURES STRATEGY I | $0 | 0.00% | 0 | -196 | -100.0% | -$1,536 | 清仓 |
| — | GQG PARTNERS EMERGING MARKETS EQUITYINST | $0 | 0.00% | 0 | -85 | -100.0% | -$1,519 | 清仓 |
| — | GNMA 5534MBSCMO DUE 0220340416 | $0 | 0.00% | 0 | -9,000 | -100.0% | -$1,508 | 清仓 |
| — | FEDERATED HERMES MDT LARGE CAP GROWTH IS | $0 | 0.00% | 0 | -35 | -100.0% | -$1,500 | 清仓 |
| — | FEDERAL NTNL MORT 5535MBSCMO DUE 0925350579B | $0 | 0.00% | 0 | -6,000 | -100.0% | -$1,465 | 清仓 |
| SMR | NUSCALE PWR CORP CLASS A | $0 | 0.00% | 0 | -100 | -100.0% | -$1,417 | 清仓 |
| — | GENASYS INC | $0 | 0.00% | 0 | -650 | -100.0% | -$1,394 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1,309 | 清仓 |
| — | FHLMC 57535MBSCMO DUE 1015353047G | $0 | 0.00% | 0 | -8,000 | -100.0% | -$1,278 | 清仓 |
| — | VANGUARD BALANCED INDEX ADM | $0 | 0.00% | 0 | -25 | -100.0% | -$1,277 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -15 | -100.0% | -$1,220 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -19 | -100.0% | -$1,217 | 清仓 |
| QTUM | DEFIANCE QUANTUM ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$1,214 | 清仓 |
| — | PETMED EXPRESS INC | $0 | 0.00% | 0 | -376 | -100.0% | -$1,203 | 清仓 |
| AUTL | AUTOLUS THERAPEUTICS P FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -600 | -100.0% | -$1,194 | 清仓 |
| — | FEDERAL NTNL MORT 5535MBSCMO DUE 0625350548B | $0 | 0.00% | 0 | -3,000 | -100.0% | -$1,179 | 清仓 |
| OKLO | OKLO INC CLASS A | $0 | 0.00% | 0 | -16 | -100.0% | -$1,148 | 清仓 |
| DKNG | DRAFTKINGS INC NEW CLASS A | $0 | 0.00% | 0 | -33 | -100.0% | -$1,137 | 清仓 |
| COIN | COINBASE GLOBAL INC CLASS CLASS A | $0 | 0.00% | 0 | -5 | -100.0% | -$1,131 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -4 | -100.0% | -$1,101 | 清仓 |
| LYB | LYONDELLBASELL INDUSTR FCLASS A | $0 | 0.00% | 0 | -25 | -100.0% | -$1,083 | 清仓 |
| — | MV OIL TR ROYALTY TRUST | $0 | 0.00% | 0 | -865 | -100.0% | -$1,056 | 清仓 |
| — | INVESCO TECHNOLOGY Y | $0 | 0.00% | 0 | -17 | -100.0% | -$1,044 | 清仓 |
| — | INVES S P SML CP HIGH DIV LW VLT ETF | $0 | 0.00% | 0 | -80 | -100.0% | -$1,025 | 清仓 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $0 | 0.00% | 0 | -13 | -100.0% | -$1,008 | 清仓 |
| NBIS | NEBIUS GROUP N V A FCLASS A | $0 | 0.00% | 0 | -12 | -100.0% | -$1,004 | 清仓 |
| AMC | AMC ENTMT HLDGS INC CLASS CLASS A | $0 | 0.00% | 0 | -618 | -100.0% | -$964 | 清仓 |
| SOBO | SOUTH BOW CORP F | $0 | 0.00% | 0 | -35 | -100.0% | -$961 | 清仓 |
| BNTX | BIONTECH SE FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -10 | -100.0% | -$952 | 清仓 |
| — | PORSCHE AUTOMOBIL HLDG FSPONSORED ADR 1 ADR REPS 01 ORD SHS | $0 | 0.00% | 0 | -200 | -100.0% | -$920 | 清仓 |
| UA | UNDER ARMOUR INC CLASS CLASS C | $0 | 0.00% | 0 | -175 | -100.0% | -$840 | 清仓 |
| — | FIDELITY CRYPT IND AND DGTL PYMN ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$784 | 清仓 |
| — | FHLMC 632MBSCMO DUE 1215322543R | $0 | 0.00% | 0 | -17,000 | -100.0% | -$714 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$711 | 清仓 |
| — | NAM TAI PROPERTY I ORDF | $0 | 0.00% | 0 | -153 | -100.0% | -$656 | 清仓 |
| — | WHEELS UP EXPERIENCE INCCLASS A | $0 | 0.00% | 0 | -1,000 | -100.0% | -$656 | 清仓 |
| DNA | GINKGO BIOWORKS HLDG CLASS CLASS A | $0 | 0.00% | 0 | -75 | -100.0% | -$623 | 清仓 |
| — | CWALT INC 62536MBSCMO DUE 0125360573CB | $0 | 0.00% | 0 | -5,000 | -100.0% | -$531 | 清仓 |
| — | DULUTH HLDGS INC CLASS B | $0 | 0.00% | 0 | -250 | -100.0% | -$520 | 清仓 |
| — | NET LEASE OFFICE PPTYS | $0 | 0.00% | 0 | -18 | -100.0% | -$464 | 清仓 |
| — | FEDERAL NTNL MORTGA 628MBSCMO DUE 0718289836A | $0 | 0.00% | 0 | -11,000 | -100.0% | -$462 | 清仓 |
| MICC | THE MAGNUM ICE CREAM C F | $0 | 0.00% | 0 | -29 | -100.0% | -$460 | 清仓 |
| CIM | CHIMERA INVT CORP EQUITYCLASS EQUITY | $0 | 0.00% | 0 | -33 | -100.0% | -$410 | 清仓 |
| — | FEDERAL NTNL MORTGA 632MBSCMO DUE 0925320258F | $0 | 0.00% | 0 | -16,000 | -100.0% | -$370 | 清仓 |
| — | GNMA 434MBSCMO DUE 0520340442C | $0 | 0.00% | 0 | -2,000 | -100.0% | -$356 | 清仓 |
| RWJ | INVESCO S&P SMALLCAP 600REV ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$292 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -25 | -100.0% | -$179 | 清仓 |
| TRLV | TRULIEVE CANNABIS CORP F | $0 | 0.00% | 0 | -20 | -100.0% | -$174 | 清仓 |
| — | CREDIT SUISSE FIR 5535MBSCMO DUE 092535058 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$155 | 清仓 |
| — | CWALT INC ALTERNAT 637ABSSPCL DUE 0126370641CB | $0 | 0.00% | 0 | -2,000 | -100.0% | -$154 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -4 | -100.0% | -$118 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -12 | -100.0% | -$96 | 清仓 |
| — | HARTFORD DIVIDEND AND GROWTH A | $0 | 0.00% | 0 | -2 | -100.0% | -$63 | 清仓 |
| — | HEALTHWAREHOUSECOM | $0 | 0.00% | 0 | -500 | -100.0% | -$55 | 清仓 |
| — | BANC OF AMERICA 57536MBSCMO DUE 012536058 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$49 | 清仓 |
| — | FHLMC 635MBSCMO DUE 1015353051B | $0 | 0.00% | 0 | -2,000 | -100.0% | -$35 | 清仓 |
| — | GAMESTOP CORP NEW 26 WTSWARRANTS EXP 103026 | $0 | 0.00% | 0 | -10 | -100.0% | -$30 | 清仓 |
| — | VERSES AI INC FCLASS A | $0 | 0.00% | 0 | -14 | -100.0% | -$27 | 清仓 |
| — | REDHILL BIOPHARMA LT E FSPONSORED ADR 1 ADR RE 10000 ORD SHS | $0 | 0.00% | 0 | -15 | -100.0% | -$15 | 清仓 |
| — | TURNONGREEN INC | $0 | 0.00% | 0 | -165 | -100.0% | -$10 | 清仓 |
| — | DIANA SHIPPING IN 26 WTFWARRANTS EXERCISE EXP 011326 | $0 | 0.00% | 0 | -96 | -100.0% | -$8 | 清仓 |
| — | CENNTRO INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3 | 清仓 |
| — | TURNONGREEN INC 28 WTFWARRANTS EXP 062628 | $0 | 0.00% | 0 | -165 | -100.0% | -$1 | 清仓 |
| — | INTERNET GOLDGOLD ORDF | $0 | 0.00% | 0 | -1 | -100.0% | -$1 | 清仓 |
| — | USD PARTNERS LP LP | $0 | 0.00% | 0 | -201 | -100.0% | -$1 | 清仓 |
| — | SESEN BIO I N C | $0 | 0.00% | 0 | -12,500 | -100.0% | — | 清仓 |
| — | BP PRUDHOE BAY RTY T ROYALTY TRUST | $0 | 0.00% | 0 | -703 | -100.0% | — | 清仓 |
| — | OMNIAB INC (USD15 XXX | $0 | 0.00% | 0 | -9 | -100.0% | — | 清仓 |
| — | OMNIAB INC (USD125 XXX | $0 | 0.00% | 0 | -9 | -100.0% | — | 清仓 |
| — | PIONEER MUNICIPAL HIGXXXPENDING POSSIBLE DISTRIBEFF 082725 | $0 | 0.00% | 0 | -3,803 | -100.0% | — | 清仓 |
| — | ACTION ENERGY INC F | $0 | 0.00% | 0 | -83 | -100.0% | — | 清仓 |
| — | INFINITO GOLD LTD F | $0 | 0.00% | 0 | -200 | -100.0% | — | 清仓 |
| — | FOXO TECHNOLOGIES INC CLASS A | $0 | 0.00% | 0 | -181 | -100.0% | — | 清仓 |
| — | SPYGLASS RES CORP F | $0 | 0.00% | 0 | -84 | -100.0% | — | 清仓 |
| — | GREEN ENDEAVORS INC XXXREGISTRATION REVOKED BY THE SEC EFF 092619 | $0 | 0.00% | 0 | -1 | -100.0% | — | 清仓 |
| — | CLARUS THERAPEUTICS HXXXBANKRUPTCY EFF 030123 | $0 | 0.00% | 0 | -25,354 | -100.0% | — | 清仓 |
| — | WALGREENS BOOTS ALLIANCE | $0 | 0.00% | 0 | -276 | -100.0% | — | 清仓 |
| — | PRIMIX CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | — | 清仓 |
| — | ALTABA INC XXXESC PEND POSS FUTR DISTR | $0 | 0.00% | 0 | -300 | -100.0% | — | 清仓 |
| — | VISION ENERGY CORP XXXREGISTRATION REVOKED BY THE SEC EFF 041725 | $0 | 0.00% | 0 | -130 | -100.0% | — | 清仓 |
| — | META MATLS INC EQUITY CLASS EQUITY | $0 | 0.00% | 0 | -300 | -100.0% | — | 清仓 |