13FBOX
Guardian Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Guardian Wealth Advisors, LLC

No.7148
最新持仓市值 (Q2 2026)
$2.00亿
环比变动 Q1 2026
+$2,591.2万+14.9%
持仓股票数
66
新买入
2
加仓
33
减仓
24
清仓
0
持股不变
7
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
14.95%14.6%$2,988.4万4.0万股$2,539.7万3.9万股+966股+2.47%加仓
V先锋领航·FTSEVEA
12.95%13.37%$2,587.4万36.3万股$2,325.6万36.3万股+221股+0.06%加仓
IiShares安硕·RUSSELLIWM
11.25%10.85%$2,248.8万7.5万股$1,887.6万7.6万股-1,264股-1.66%减仓
IiShares安硕·COREIJH
9.8%9.81%$1,959.2万25.4万股$1,706.9万25.3万股+1,314股+0.52%加仓
S道富SPYV
6.68%7.04%$1,335.7万22.0万股$1,224.2万21.6万股+3,350股+1.55%加仓
SSPDR道富系列信托SPYG
6.57%6.36%$1,312.7万11.0万股$1,106.4万11.3万股-2,686股-2.38%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
5.84%5.09%$1,166.6万23.1万股$885.5万17.5万股+5.6万股+31.85%加仓
I景顺QQQ信托VOO
5.49%4.95%$1,097.9万1.5万股$860.1万1.5万股+7股+0.05%加仓
V先锋领航·FSTEVWO
4.22%4.32%$843.3万14.1万股$751.5万13.9万股+2,234股+1.61%加仓
IiShares安硕信托IVW
2.78%2.67%$556.0万4.0万股$464.7万4.1万股-655股-1.59%减仓
IiShares安硕·S&PIVE
2.34%2.53%$467.9万2.1万股$440.6万2.1万股-258股-1.24%减仓
CC H ROBINSON WORLDWIDE INCHRW
1.57%1.59%$314.5万1.7万股$277.3万1.7万股00.00%持仓不变
IiShares安硕·RUSSELL MIDCAP ETFIWR
1%1.02%$200.0万1.8万股$177.9万1.8万股-166股-0.91%减仓
IiShares安硕信托ICSH
0.82%1.22%$163.5万3.2万股$212.5万4.2万股-9,664股-23.02%减仓
强生JNJ
0.67%0.77%$134.1万5,281股$133.6万5,466股-185股-3.38%减仓
艾伯维ABBV
0.61%0.6%$121.3万4,819股$104.0万4,781股+38股+0.79%加仓
卡地纳健康CAH
0.52%0.55%$104.5万4,398股$95.8万4,535股-137股-3.02%减仓
CINCINNATI FINL COMCINF
0.51%0.51%$102.7万5,545股$89.3万5,674股-129股-2.27%减仓
苹果AAPL
0.46%0.47%$92.5万3,198股$81.7万3,218股-20股-0.62%减仓
雪佛龙CVX
0.45%0.66%$90.2万5,444股$115.5万5,581股-137股-2.45%减仓
宝洁PG
0.43%0.46%$85.1万5,801股$80.0万5,539股+262股+4.73%加仓
标普全球SPGI
0.41%0.48%$81.5万2,000股$83.5万1,963股+37股+1.88%加仓
3M COMMMM
0.41%0.29%$81.1万5,009股$50.4万3,470股+1,539股+44.35%加仓
埃克森美孚XOM
0.4%0.59%$79.8万5,833股$101.8万6,001股-168股-2.80%减仓
艺康ECL
0.39%0.42%$78.0万2,799股$73.1万2,750股+49股+1.78%加仓
FFACTSET RESH SYSFDS
0.35%0.35%$70.1万3,048股$61.7万2,843股+205股+7.21%加仓
百事可乐PEP
0.33%0.43%$65.9万4,864股$74.8万4,814股+50股+1.04%加仓
S嘉信策略信托SCHF
0.32%0.33%$64.9万2.3万股$57.9万2.3万股+29股+0.12%加仓
微软MSFT
0.32%0.26%$64.9万1,740股$45.2万1,222股+518股+42.39%加仓
IiShares安硕·SHORT DURATION BOND ACTIVE ETFNEAR
0.32%0.42%$63.7万1.3万股$72.3万1.4万股-1,646股-11.58%减仓
雅培ABT
0.31%0.36%$62.0万6,832股$61.9万6,033股+799股+13.24%加仓
FFASTENAL COMFAST
0.31%0.33%$61.4万1.3万股$57.2万1.2万股+462股+3.75%加仓
LOWES COS COMLOW
0.3%0.38%$60.7万2,753股$65.4万2,769股-16股-0.58%减仓
TARGET COMTGT
0.29%0.33%$58.2万4,460股$56.8万4,690股-230股-4.90%减仓
艾默生电气EMR
0.29%0.3%$57.9万4,042股$52.7万4,025股+17股+0.42%加仓
GRACOGGG
0.29%0.37%$57.2万7,571股$64.1万7,571股00.00%持仓不变
爱迪生联合电气ED
0.26%0.31%$52.5万4,742股$53.4万4,717股+25股+0.53%加仓
V先锋领航指数基金VOO
0.26%0.26%$51.8万754股$44.4万744股+10股+1.34%加仓
SYSCO COMSYY
0.25%0.24%$49.3万5,893股$42.5万5,951股-58股-0.97%减仓
Roper科技ROP
0.23%0.21%$46.2万1,364股$36.6万1,033股+331股+32.04%加仓
Genuine Parts Co ComGPC
0.23%0.24%$45.9万3,888股$41.4万3,917股-29股-0.74%减仓
CHUBB LIMITEDCB
0.21%0.23%$42.8万1,257股$39.3万1,206股+51股+4.23%加仓
IIBMIBM
0.2%0.19%$39.0万1,387股$33.2万1,368股+19股+1.39%加仓
V先锋领航·MIDVO
0.2%0.2%$39.0万4,837股$34.7万1,210股+3,627股+299.75%加仓
沃尔玛WMT
0.19%0.24%$37.8万3,335股$41.2万3,317股+18股+0.54%加仓
S嘉信策略信托SCHM
0.19%0.18%$37.7万1.0万股$31.5万1.0万股+40股+0.39%加仓
空气化工APD
0.19%0.21%$37.6万1,283股$36.1万1,244股+39股+3.14%加仓
VALERO ENERGY COMVLO
0.17%$34.3万1,318股$00股+1,318股新买入
AAlphabet Inc Class CGOOG
0.17%0.16%$34.3万970股$27.8万970股00.00%持仓不变
S嘉信策略信托SCHE
0.16%0.17%$31.8万8,782股$29.1万8,833股-51股-0.58%减仓

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