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 |
|---|---|---|---|---|---|---|---|---|
| KIE | STATE SRT SPDR S&P INSURNC ETF | $0 | 0.00% | 0 | -195 | -100.0% | -$1.17万 | 清仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $0 | 0.00% | 0 | -225 | -100.0% | -$1.15万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$1.15万 | 清仓 |
| — | FEDERATED HERMES MDT ALL CAP CORE IS | $0 | 0.00% | 0 | -217 | -100.0% | -$1.14万 | 清仓 |
| EXE | EXPAND ENERGY CORP | $0 | 0.00% | 0 | -103 | -100.0% | -$1.14万 | 清仓 |
| — | NUVEEN MULTI CAP VALUE I | $0 | 0.00% | 0 | -178 | -100.0% | -$1.13万 | 清仓 |
| ESTC | ELASTIC N V F | $0 | 0.00% | 0 | -150 | -100.0% | -$1.13万 | 清仓 |
| — | NEUBERGER BERMAN FOCUS I | $0 | 0.00% | 0 | -337 | -100.0% | -$1.13万 | 清仓 |
| — | JANUS HENDERSON GROWTH AND INCOME I | $0 | 0.00% | 0 | -156 | -100.0% | -$1.13万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$1.13万 | 清仓 |
| — | VANGUARD HEALTH CARE INV | $0 | 0.00% | 0 | -55 | -100.0% | -$1.13万 | 清仓 |
| — | US BANCORP 5 55 PFDPFD SER K | $0 | 0.00% | 0 | -500 | -100.0% | -$1.12万 | 清仓 |
| — | DWS EMERGING MARKETS FIXED INCOME S | $0 | 0.00% | 0 | -1,461 | -100.0% | -$1.12万 | 清仓 |
| WIP | SPDR FTSE INTERN GOVT INFL PROTC ETF | $0 | 0.00% | 0 | -285 | -100.0% | -$1.12万 | 清仓 |
| MSIF | MSC INCOME FD INC | $0 | 0.00% | 0 | -854 | -100.0% | -$1.12万 | 清仓 |
| — | JHANCOCK HIGH YIELD I | $0 | 0.00% | 0 | -3,627 | -100.0% | -$1.11万 | 清仓 |
| — | FORD MOTOR CO 74531 DUE 071631 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.10万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -235 | -100.0% | -$1.10万 | 清仓 |
| — | AB LARGE CAP GROWTH A | $0 | 0.00% | 0 | -113 | -100.0% | -$1.10万 | 清仓 |
| — | ALGER SMALL CAP FOCUS Z | $0 | 0.00% | 0 | -485 | -100.0% | -$1.09万 | 清仓 |
| VBR | VANGUARD SMALL CAP VALUEETF | $0 | 0.00% | 0 | -51 | -100.0% | -$1.08万 | 清仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $0 | 0.00% | 0 | -35 | -100.0% | -$1.07万 | 清仓 |
| — | FIDELITY TOTAL BOND FUND | $0 | 0.00% | 0 | -1,102 | -100.0% | -$1.07万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -616 | -100.0% | -$1.06万 | 清仓 |
| FFLG | FIDELITY FUNDMNTL LRG CPGRT ETF | $0 | 0.00% | 0 | -350 | -100.0% | -$1.05万 | 清仓 |
| VCLT | VANGUARD LONGTERM CORPORATE BOND INDEX FUND (ETF SHS) | $0 | 0.00% | 0 | -138 | -100.0% | -$1.05万 | 清仓 |
| PBT | PERMIAN BASIN RTY TR ROYALTY TRUST | $0 | 0.00% | 0 | -617 | -100.0% | -$1.05万 | 清仓 |
| — | BAIRD AGGREGATE BOND INST | $0 | 0.00% | 0 | -1,049 | -100.0% | -$1.04万 | 清仓 |
| — | AMPLIFY TRAVEL TECH ETF | $0 | 0.00% | 0 | -502 | -100.0% | -$1.04万 | 清仓 |
| MGK | VANGUARD MEGA CAP GROWTHETF | $0 | 0.00% | 0 | -25 | -100.0% | -$1.03万 | 清仓 |
| XMMO | INVESCO S & P MIDCAP MOMENTUM ETF | $0 | 0.00% | 0 | -74 | -100.0% | -$1.02万 | 清仓 |
| — | VANGUARD EMERGING MKTS STOCK IDX ADM | $0 | 0.00% | 0 | -229 | -100.0% | -$1.02万 | 清仓 |
| AIQ | GLOBAL X FUND GLB X ART INTL TGY ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$1.02万 | 清仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$1.02万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -145 | -100.0% | -$1.01万 | 清仓 |
| — | FIRST TR CONSUMR STAPLS ALPHADEX ETF | $0 | 0.00% | 0 | -166 | -100.0% | -$1.01万 | 清仓 |
| — | MARTIN CNTY KY S 37537LEAS SCH DUE 030137OID XTRO | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.01万 | 清仓 |
| VRIG | INVSC VARIABLE RT INVSTMNT ETF | $0 | 0.00% | 0 | -400 | -100.0% | -$1.00万 | 清仓 |
| — | AMERICAN FUNDS INTERM BD FD OF AMER F2 | $0 | 0.00% | 0 | -785 | -100.0% | -$1.00万 | 清仓 |
| — | WELLS FARGO BANK, 4226CD FDIC INS DUE 031826US | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.00万 | 清仓 |
| — | KENTUCKY RURAL WTR 332FINL AUTH DUE 080132XTRO | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.00万 | 清仓 |
| — | CAMPBELLSVILLE K 52539UNIV EDUC DUE 030139OID XTRO | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,999 | 清仓 |
| — | DWS CROCI EQUITY DIVIDEND S | $0 | 0.00% | 0 | -206 | -100.0% | -$9,944 | 清仓 |
| — | GENERAL ELECTRIC 61537 DUE 080737 | $0 | 0.00% | 0 | -9,000 | -100.0% | -$9,926 | 清仓 |
| — | ISHARS ESG ADV HGH YLD COR BND ETF | $0 | 0.00% | 0 | -210 | -100.0% | -$9,924 | 清仓 |
| — | FIDELITY ADVISOR EMERGING ASIA Z | $0 | 0.00% | 0 | -147 | -100.0% | -$9,916 | 清仓 |
| CHWY | CHEWY INC CLASS CLASS A | $0 | 0.00% | 0 | -300 | -100.0% | -$9,915 | 清仓 |
| NSRGY | NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -100 | -100.0% | -$9,878 | 清仓 |
| TRP | TC ENERGY CORP F | $0 | 0.00% | 0 | -179 | -100.0% | -$9,847 | 清仓 |
| IHG | INTERCONTINENTAL HOTEL FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -69 | -100.0% | -$9,753 | 清仓 |
| XFFCX | FLAHERTY & CRMRN PRF INC | $0 | 0.00% | 0 | -587 | -100.0% | -$9,691 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -253 | -100.0% | -$9,683 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -600 | -100.0% | -$9,642 | 清仓 |
| — | COMCAST CORP 6440 DUE 030140 | $0 | 0.00% | 0 | -9,000 | -100.0% | -$9,608 | 清仓 |
| BKE | BUCKLE INC | $0 | 0.00% | 0 | -178 | -100.0% | -$9,505 | 清仓 |
| — | ROYCE MICROCAP INVMT | $0 | 0.00% | 0 | -856 | -100.0% | -$9,459 | 清仓 |
| TMUS | TMOBILE US INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | KENTUCKY BD DEV C 4548PRIV EDUC DUE 060148OID XTRO | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,424 | 清仓 |
| TM | TOYOTA MTR CORP FSPONSORED ADR 1 ADR REPS 10 ORD SHS | $0 | 0.00% | 0 | -44 | -100.0% | -$9,419 | 清仓 |
| — | EATON VANCE DIVIDEND BUILDER I | $0 | 0.00% | 0 | -595 | -100.0% | -$9,344 | 清仓 |
| — | UNITED BANCORP INC OHIO | $0 | 0.00% | 0 | -650 | -100.0% | -$9,328 | 清仓 |
| — | BUFFALO MID CAP DISCOVERY INST | $0 | 0.00% | 0 | -489 | -100.0% | -$9,312 | 清仓 |
| REGN | REGENERON PHARMACEUTICAL | $0 | 0.00% | 0 | -12 | -100.0% | -$9,295 | 清仓 |
| — | KENTUCKY BD DEV COR 448CONV BLDG DUE 090148OID | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9,280 | 清仓 |
| SPGP | INVESCO S AND P 500 GARPETF | $0 | 0.00% | 0 | -81 | -100.0% | -$9,242 | 清仓 |
| EDD | MS EMERGING MARKTS DOMES | $0 | 0.00% | 0 | -1,700 | -100.0% | -$9,231 | 清仓 |
| — | BLACKROCK STRATEGIC MUNI OPPS INSTL | $0 | 0.00% | 0 | -884 | -100.0% | -$9,184 | 清仓 |
| — | BRIGHTHOUSE FI 66 PFDPFD SER A | $0 | 0.00% | 0 | -600 | -100.0% | -$9,150 | 清仓 |
| CLMT | CALUMET INC CLASS EQUITY | $0 | 0.00% | 0 | -455 | -100.0% | -$9,042 | 清仓 |
| STWD | STARWOOD PPTY TR INC REIT | $0 | 0.00% | 0 | -500 | -100.0% | -$9,005 | 清仓 |
| — | GABELLI GLOBAL CONTENT & CONNECT I | $0 | 0.00% | 0 | -386 | -100.0% | -$8,932 | 清仓 |
| BTG | B2GOLD CORP F | $0 | 0.00% | 0 | -1,967 | -100.0% | -$8,873 | 清仓 |
| — | FIDELITY SELECT HEALTH CARE | $0 | 0.00% | 0 | -310 | -100.0% | -$8,815 | 清仓 |
| — | FIDELITY ADVISOR EMERGING MARKETS Z | $0 | 0.00% | 0 | -174 | -100.0% | -$8,764 | 清仓 |
| PZZA | PAPA JOHNS INTL INC | $0 | 0.00% | 0 | -226 | -100.0% | -$8,699 | 清仓 |
| UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $0 | 0.00% | 0 | -133 | -100.0% | -$8,698 | 清仓 |
| NNN | NNN REIT INC REIT | $0 | 0.00% | 0 | -219 | -100.0% | -$8,679 | 清仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $0 | 0.00% | 0 | -70 | -100.0% | -$8,657 | 清仓 |
| PAUG | INNOVATOR US EQUITY POWER BUFFER ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$8,650 | 清仓 |
| — | OAKMARK EQUITY AND INCOME ADVISOR | $0 | 0.00% | 0 | -221 | -100.0% | -$8,625 | 清仓 |
| GSK | GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $0 | 0.00% | 0 | -175 | -100.0% | -$8,576 | 清仓 |
| — | TOUCHSTONE ACTIVE BOND Y | $0 | 0.00% | 0 | -890 | -100.0% | -$8,556 | 清仓 |
| BP | BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS | $0 | 0.00% | 0 | -245 | -100.0% | -$8,492 | 清仓 |
| — | BUFFALO SMALL CAP GROWTH INSTITUTIONAL | $0 | 0.00% | 0 | -564 | -100.0% | -$8,442 | 清仓 |
| — | GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL | $0 | 0.00% | 0 | -375 | -100.0% | -$8,436 | 清仓 |
| LINC | LINCOLN EDL SVCS CORP | $0 | 0.00% | 0 | -349 | -100.0% | -$8,426 | 清仓 |
| — | FIDELITY INTERMEDIATE BOND | $0 | 0.00% | 0 | -812 | -100.0% | -$8,424 | 清仓 |
| DX | DYNEX CAP INC REIT | $0 | 0.00% | 0 | -601 | -100.0% | -$8,417 | 清仓 |
| — | THE MERGER FUND I | $0 | 0.00% | 0 | -492 | -100.0% | -$8,359 | 清仓 |
| GNK | GENCO SHIPPING & TRADI F | $0 | 0.00% | 0 | -450 | -100.0% | -$8,294 | 清仓 |
| — | GABELLI UTILITIES A | $0 | 0.00% | 0 | -1,638 | -100.0% | -$8,257 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -104 | -100.0% | -$8,249 | 清仓 |
| — | BRANDYWINEGLOBAL CORP CREDIT I | $0 | 0.00% | 0 | -784 | -100.0% | -$8,220 | 清仓 |
| GTY | GETTY RLTY CORP NEW REIT | $0 | 0.00% | 0 | -300 | -100.0% | -$8,211 | 清仓 |
| — | T ROWE PRICE NEW ERA I | $0 | 0.00% | 0 | -200 | -100.0% | -$8,097 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -266 | -100.0% | -$8,097 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -99 | -100.0% | -$8,084 | 清仓 |
| — | FRANKLIN DISRUPTIVE COMMERCE ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$8,024 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$8,014 | 清仓 |
| KYN | KAYNE ANDERSON ENERGY IN | $0 | 0.00% | 0 | -647 | -100.0% | -$8,007 | 清仓 |