Garton & Associates Financial Advisors LLC
LOUISVILLE KY · SEC CIK 0002109857
$4,421.64万2026Q2 申报市值
24持仓数
70.5%前十大占比 · 第一大 12.5%
0 / 102新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TMUS 重新持有+$200.02万
ABBV 加仓+$181.44万
UBER 重新持有+$138.30万
AMCR 加仓+$79.22万
QQQM 加仓+$65.14万
2026Q2 卖出最多 按季末市值估算
SCHWAB PRIME ADV 清仓-$819.66万
FIDELITY BLUE CH 清仓-$522.78万
FIDELITY CAPITAL 清仓-$422.10万
MSFT 清仓-$387.90万
FULLERTHALER BEH 清仓-$362.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY TOTAL BOND ETF | $0 | 0.00% | 0 | -5,371 | -100.0% | -$24.50万 | 清仓 |
| SCHW | CHARLES SCHWAB CORP | $0 | 0.00% | 0 | -2,561 | -100.0% | -$24.06万 | 清仓 |
| — | SCHWAB NY MUNICIPAL MONEY INV | $0 | 0.00% | 0 | -236,821 | -100.0% | -$23.68万 | 清仓 |
| APD | AIR PRODS & CHEMS INC | $0 | 0.00% | 0 | -794 | -100.0% | -$23.06万 | 清仓 |
| QGRO | AMERICAN CENTURY US QUALITY GROWTH ETF | $0 | 0.00% | 0 | -2,161 | -100.0% | -$22.69万 | 清仓 |
| PAVE | GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | $0 | 0.00% | 0 | -4,443 | -100.0% | -$22.57万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -1,795 | -100.0% | -$22.04万 | 清仓 |
| KMB | KIMBERLY CLARK CORP | $0 | 0.00% | 0 | -2,273 | -100.0% | -$21.93万 | 清仓 |
| MA | MASTERCARD INC CLASS CLASS A | $0 | 0.00% | 0 | -435 | -100.0% | -$21.76万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,315 | -100.0% | -$21.50万 | 清仓 |
| META | META PLATFORMS INC CLASS CLASS A | $0 | 0.00% | 0 | -373 | -100.0% | -$21.34万 | 清仓 |
| — | T ROWE PRICE US EQUITY RESEARCH I | $0 | 0.00% | 0 | -3,302 | -100.0% | -$21.28万 | 清仓 |
| VRT | VERTIV HLDGS CO CLASS CLASS A | $0 | 0.00% | 0 | -837 | -100.0% | -$20.97万 | 清仓 |
| — | JANUS HENDERSON GLOBAL RESEARCH I | $0 | 0.00% | 0 | -1,754 | -100.0% | -$20.70万 | 清仓 |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $0 | 0.00% | 0 | -1,020 | -100.0% | -$20.01万 | 清仓 |
| — | VIRTUS KAR SMALL MID CAP CORE I | $0 | 0.00% | 0 | -10,130 | -100.0% | -$18.30万 | 清仓 |
| — | EATON VANCE NATIONAL MUNICIPAL INCOME I | $0 | 0.00% | 0 | -14,147 | -100.0% | -$12.76万 | 清仓 |
| NMZ | NUVEEN MUNI HIGH INC OPP | $0 | 0.00% | 0 | -10,262 | -100.0% | -$10.65万 | 清仓 |
| — | FEDERATED HERMES STRATEGIC VALUE DIV IS | $0 | 0.00% | 0 | -15,230 | -100.0% | -$10.55万 | 清仓 |
| — | T ROWE PRICE CREDIT OPPORTUNITIES I | $0 | 0.00% | 0 | -12,765 | -100.0% | -$10.12万 | 清仓 |
| — | EATON VANCE HIGH-YIELD MUNICIPAL INC I | $0 | 0.00% | 0 | -11,190 | -100.0% | -$8.97万 | 清仓 |
| — | SCHWAB MUNICIPAL MONEY INV | $0 | 0.00% | 0 | -85,198 | -100.0% | -$8.52万 | 清仓 |
| — | NYLI MACKAY HIGH YIELD CORPORATE BD CL I | $0 | 0.00% | 0 | -11,330 | -100.0% | -$5.81万 | 清仓 |
| — | FRANKLIN INCOME ADV | $0 | 0.00% | 0 | -18,033 | -100.0% | -$4.53万 | 清仓 |
| — | QUANTUM SECURE ENCRYPT F | $0 | 0.00% | 0 | -18,000 | -100.0% | -$4,631 | 清仓 |
| — | HOMELAND URANIUM CORP F | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2,354 | 清仓 |