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 |
|---|---|---|---|---|---|---|---|---|
| — | BARON ASSET INSTL | $0 | 0.00% | 0 | -181 | -100.0% | -$1.74万 | 清仓 |
| BYD | BOYD GAMING CORP | $0 | 0.00% | 0 | -204 | -100.0% | -$1.74万 | 清仓 |
| LOB | LIVE OAK BANCSHARES INC | $0 | 0.00% | 0 | -503 | -100.0% | -$1.73万 | 清仓 |
| — | INVESCO DIVIDEND INCOME Y | $0 | 0.00% | 0 | -643 | -100.0% | -$1.71万 | 清仓 |
| — | ST STRT SPDR S&P KNSH FNL FRN ETF IV | $0 | 0.00% | 0 | -201 | -100.0% | -$1.71万 | 清仓 |
| SFL | SFL CORP LTD F | $0 | 0.00% | 0 | -2,183 | -100.0% | -$1.70万 | 清仓 |
| — | YIELDMAX NVDA OPTN INC STRGY ETF | $0 | 0.00% | 0 | -1,140 | -100.0% | -$1.67万 | 清仓 |
| — | MFS VALUE I | $0 | 0.00% | 0 | -329 | -100.0% | -$1.66万 | 清仓 |
| — | FRANKLIN DYNATECH ADV | $0 | 0.00% | 0 | -84 | -100.0% | -$1.66万 | 清仓 |
| — | DWS LATIN AMERICA EQUITY S | $0 | 0.00% | 0 | -458 | -100.0% | -$1.65万 | 清仓 |
| VOD | VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $0 | 0.00% | 0 | -1,249 | -100.0% | -$1.65万 | 清仓 |
| — | AMERICAN FUNDS INCOME FUND OF AMER F2 | $0 | 0.00% | 0 | -631 | -100.0% | -$1.65万 | 清仓 |
| — | BROWN ADVISORY SUSTAINABLE GROWTH I | $0 | 0.00% | 0 | -357 | -100.0% | -$1.64万 | 清仓 |
| — | YIELDMAX AMZN OPTN INC STRGY ETF | $0 | 0.00% | 0 | -1,230 | -100.0% | -$1.63万 | 清仓 |
| RF | REGIONS FINL CORP NEW | $0 | 0.00% | 0 | -601 | -100.0% | -$1.63万 | 清仓 |
| — | COCACOLA HBC AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -312 | -100.0% | -$1.61万 | 清仓 |
| — | LOOMIS SAYLES GLOBAL ALLOCATION Y | $0 | 0.00% | 0 | -625 | -100.0% | -$1.61万 | 清仓 |
| — | FRANKLIN RISING DIVIDENDS ADV | $0 | 0.00% | 0 | -177 | -100.0% | -$1.60万 | 清仓 |
| MSB | MESABI TR ROYALTY TRUST | $0 | 0.00% | 0 | -414 | -100.0% | -$1.60万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -549 | -100.0% | -$1.60万 | 清仓 |
| OCSL | OAKTREE SPECIALTY LENDIN | $0 | 0.00% | 0 | -1,250 | -100.0% | -$1.59万 | 清仓 |
| — | DWS GLOBAL SMALL CAP S | $0 | 0.00% | 0 | -483 | -100.0% | -$1.59万 | 清仓 |
| — | SCHWAB GOVERNMENT MONEY INV | $0 | 0.00% | 0 | -15,807 | -100.0% | -$1.58万 | 清仓 |
| NVG | NUVEEN AMT FREE MNCPL CR | $0 | 0.00% | 0 | -1,248 | -100.0% | -$1.58万 | 清仓 |
| — | SELECTED AMERICAN SHARES D | $0 | 0.00% | 0 | -373 | -100.0% | -$1.57万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -167 | -100.0% | -$1.57万 | 清仓 |
| — | T ROWE PRICE INTERNATIONAL DISCOVERY I | $0 | 0.00% | 0 | -209 | -100.0% | -$1.57万 | 清仓 |
| DES | WISDOMTREE US SMALLCAP DIVIDEND ETF | $0 | 0.00% | 0 | -468 | -100.0% | -$1.57万 | 清仓 |
| — | GUGGENHEIM CORE BOND FUND INSTITUTIONAL | $0 | 0.00% | 0 | -936 | -100.0% | -$1.55万 | 清仓 |
| JPC | NUVEEN PREFERRED INCOME | $0 | 0.00% | 0 | -1,900 | -100.0% | -$1.54万 | 清仓 |
| QUAL | ISHARES MSCI USA QLTY FACT ETF | $0 | 0.00% | 0 | -78 | -100.0% | -$1.54万 | 清仓 |
| — | HEARTLAND VALUE INVESTOR | $0 | 0.00% | 0 | -303 | -100.0% | -$1.54万 | 清仓 |
| FELG | FIDELITY ENHANCED LARGE CAP ETF | $0 | 0.00% | 0 | -365 | -100.0% | -$1.52万 | 清仓 |
| — | YIELDMAX PLTR OPTN INCM STRGY ETF | $0 | 0.00% | 0 | -295 | -100.0% | -$1.52万 | 清仓 |
| — | TEMPLETON DEVELOPING MARKETS ADV | $0 | 0.00% | 0 | -579 | -100.0% | -$1.52万 | 清仓 |
| — | VANGUARD EQUITYINCOME INV | $0 | 0.00% | 0 | -340 | -100.0% | -$1.51万 | 清仓 |
| ADM | ARCHERDANIELS MIDLAND C | $0 | 0.00% | 0 | -262 | -100.0% | -$1.51万 | 清仓 |
| — | FEDERAL NTNL MORT 5538MBSCMO DUE 0225380824B | $0 | 0.00% | 0 | -22,000 | -100.0% | -$1.50万 | 清仓 |
| — | MORGAN STANLEY PR 4326CD FDIC INS DUE 061126US | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.50万 | 清仓 |
| — | KENTUCKY RURAL WTR 330FINL AUTH DUE 020130OID XTRO | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.50万 | 清仓 |
| — | BANK OF AMERICA, 38526CD FDIC INS DUE 031726US | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.50万 | 清仓 |
| — | CLEARBRIDGE SELECT I | $0 | 0.00% | 0 | -249 | -100.0% | -$1.50万 | 清仓 |
| PHYS | SPROTT PHYSICAL GOLD ETV | $0 | 0.00% | 0 | -453 | -100.0% | -$1.50万 | 清仓 |
| — | TIDAL ETF TR II YIELDMAXCOIN OPT INCOME STRATEGYETF | $0 | 0.00% | 0 | -380 | -100.0% | -$1.50万 | 清仓 |
| — | OAKMARK INVESTOR | $0 | 0.00% | 0 | -86 | -100.0% | -$1.48万 | 清仓 |
| — | SHELBY CNTY KY SCH 332LEAS SCH DUE 020132OID XTRO | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.48万 | 清仓 |
| — | NEUBERGER BERMAN GENESIS INSTL | $0 | 0.00% | 0 | -271 | -100.0% | -$1.46万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -142 | -100.0% | -$1.45万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -836 | -100.0% | -$1.45万 | 清仓 |
| SD | SANDRIDGE ENERGY INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.44万 | 清仓 |
| — | LEXINGTONFAYETTE U 336GO LTX DUE 090136OID | $0 | 0.00% | 0 | -15,000 | -100.0% | -$1.44万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -368 | -100.0% | -$1.44万 | 清仓 |
| FRO | FRONTLINE PLC F | $0 | 0.00% | 0 | -660 | -100.0% | -$1.44万 | 清仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $0 | 0.00% | 0 | -376 | -100.0% | -$1.42万 | 清仓 |
| — | OAKMARK INTERNATIONAL ADVISOR | $0 | 0.00% | 0 | -438 | -100.0% | -$1.42万 | 清仓 |
| — | DEUTSCHE BANK05784 33F DUE 031533 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.42万 | 清仓 |
| — | AB SUSTAINABLE GLOBAL THEMATIC ADVISOR | $0 | 0.00% | 0 | -95 | -100.0% | -$1.41万 | 清仓 |
| ETV | EATON VANCE TAX MANAGED | $0 | 0.00% | 0 | -975 | -100.0% | -$1.40万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -102 | -100.0% | -$1.39万 | 清仓 |
| — | JPMORGAN CORE BOND I | $0 | 0.00% | 0 | -1,334 | -100.0% | -$1.39万 | 清仓 |
| — | FIDELITY ASSET MANAGER 20 | $0 | 0.00% | 0 | -964 | -100.0% | -$1.39万 | 清仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$1.37万 | 清仓 |
| — | OAKMARK INTERNATIONAL INSTITUTIONAL | $0 | 0.00% | 0 | -422 | -100.0% | -$1.37万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -103 | -100.0% | -$1.36万 | 清仓 |
| RSPH | INVSC SP 500 EQL WGHT HLTH CARE ETF | $0 | 0.00% | 0 | -425 | -100.0% | -$1.35万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -186 | -100.0% | -$1.35万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -101 | -100.0% | -$1.34万 | 清仓 |
| WPC | W P CAREY INC REIT | $0 | 0.00% | 0 | -207 | -100.0% | -$1.33万 | 清仓 |
| — | YIELDMAX NFLX OPTN INC STRG ETF | $0 | 0.00% | 0 | -1,110 | -100.0% | -$1.33万 | 清仓 |
| PBA | PEMBINA PIPELINE CORP F | $0 | 0.00% | 0 | -350 | -100.0% | -$1.33万 | 清仓 |
| SYBT | STOCK YDS BANCORP INC | $0 | 0.00% | 0 | -204 | -100.0% | -$1.32万 | 清仓 |
| — | MAGYAR TELEKOM TELECOM FEXCHANGE OFFER EXP 012126 | $0 | 0.00% | 0 | -488 | -100.0% | -$1.32万 | 清仓 |
| BCE | BCE INC F | $0 | 0.00% | 0 | -552 | -100.0% | -$1.31万 | 清仓 |
| — | LXP INDUSTRIAL TRUST REI | $0 | 0.00% | 0 | -260 | -100.0% | -$1.29万 | 清仓 |
| — | DWS CROCI EQUITY DIVIDEND INST | $0 | 0.00% | 0 | -265 | -100.0% | -$1.28万 | 清仓 |
| OPCH | OPTION CARE HEALTH INC | $0 | 0.00% | 0 | -400 | -100.0% | -$1.27万 | 清仓 |
| — | PROFUNDS NASDAQ100 INV | $0 | 0.00% | 0 | -243 | -100.0% | -$1.27万 | 清仓 |
| — | ROUNDHILL SPRT BETNG ANDIGAMING ETF | $0 | 0.00% | 0 | -605 | -100.0% | -$1.27万 | 清仓 |
| ARKK | ARK INNOVATION ETF | $0 | 0.00% | 0 | -165 | -100.0% | -$1.27万 | 清仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $0 | 0.00% | 0 | -346 | -100.0% | -$1.26万 | 清仓 |
| — | JANUS HENDERSON GLOBAL SELECT I | $0 | 0.00% | 0 | -648 | -100.0% | -$1.26万 | 清仓 |
| — | AUSTIN GOLD CORP F | $0 | 0.00% | 0 | -8,500 | -100.0% | -$1.26万 | 清仓 |
| DNL | WISDOMTREE GLBL EX US QLTY GRWTH ETF | $0 | 0.00% | 0 | -305 | -100.0% | -$1.26万 | 清仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $0 | 0.00% | 0 | -110 | -100.0% | -$1.25万 | 清仓 |
| LIT | GLOBAL X LITHIUM BATTERYTECH ETF | $0 | 0.00% | 0 | -193 | -100.0% | -$1.25万 | 清仓 |
| VRP | INVSC VARIABLE RATE PREFERRED ETF | $0 | 0.00% | 0 | -515 | -100.0% | -$1.25万 | 清仓 |
| — | VEOLIA ENVIRONNEMENT FSPONSORED ADR 1 ADR REPS 05 ORD SHS | $0 | 0.00% | 0 | -715 | -100.0% | -$1.24万 | 清仓 |
| MATX | MATSON INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.24万 | 清仓 |
| — | LORD ABBETT HIGH YIELD I | $0 | 0.00% | 0 | -1,932 | -100.0% | -$1.24万 | 清仓 |
| MDLZ | MONDELEZ INTL INC CLASS A | $0 | 0.00% | 0 | -229 | -100.0% | -$1.24万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -210 | -100.0% | -$1.23万 | 清仓 |
| IAU | ISHARES GOLD ETF | $0 | 0.00% | 0 | -150 | -100.0% | -$1.22万 | 清仓 |
| — | INVESCO INTERNATIONAL SMALLMID COM Y | $0 | 0.00% | 0 | -347 | -100.0% | -$1.21万 | 清仓 |
| USAC | USA COMPRESSION PARTN LP | $0 | 0.00% | 0 | -526 | -100.0% | -$1.21万 | 清仓 |
| HYG | ISHARES IBOXX HIGH YIELDBOND ETF | $0 | 0.00% | 0 | -150 | -100.0% | -$1.21万 | 清仓 |
| IP | INTERNTNL PAPER CO | $0 | 0.00% | 0 | -307 | -100.0% | -$1.21万 | 清仓 |
| QLTA | ISHARES AAA A RATED COR BOND ETF | $0 | 0.00% | 0 | -250 | -100.0% | -$1.20万 | 清仓 |
| GLNG | GOLAR LNG LIMITED F | $0 | 0.00% | 0 | -320 | -100.0% | -$1.19万 | 清仓 |
| ASH | ASHLAND INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1.17万 | 清仓 |