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Guardian Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Guardian Wealth Management, Inc.

No.7086 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.04亿
环比变动 Q1 2026
+$2,030.4万+11.1%
持仓股票数
66
新买入
6
加仓
42
减仓
17
清仓
1
持股不变
1
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
Arista网络ANET
5.69%4.56%$1,157.8万6.8万股$835.7万6.8万股+88股+0.13%加仓
礼来LLY
4.61%3.78%$938.4万7,823股$692.0万7,523股+300股+3.99%加仓
SSTERLING INFRASTRUCTURESTRL
4.14%7.41%$843.4万1.0万股$1,356.8万3.3万股-2.3万股-69.84%减仓
阿斯麦ASML
3.83%2.75%$780.5万3,923股$504.6万3,820股+103股+2.70%加仓
艾伯维ABBV
3.59%3.37%$730.8万2.9万股$617.7万2.8万股+639股+2.25%加仓
NELNETNNI
3.5%3.61%$712.4万5.3万股$662.3万5.1万股+2,077股+4.04%加仓
卡特彼勒CAT
3.44%2.52%$700.9万6,581股$461.4万6,512股+69股+1.06%加仓
汽车地带AZO
3.4%3.88%$691.0万2,162股$711.7万2,107股+55股+2.61%加仓
UUNIVERSAL TECHNICAL INSTUTI
2.97%2.82%$605.4万14.2万股$516.7万14.3万股-1,581股-1.10%减仓
VIPER ENERGYVNOM
2.95%3.57%$600.2万14.2万股$654.0万13.9万股+2,385股+1.71%加仓
APOLLO GLOBAL MGMT COMAPO
2.84%2.89%$578.5万4.9万股$530.2万4.8万股+1,310股+2.75%加仓
SPROUTS FMRS MKTSFM
2.69%1.38%$547.3万6.5万股$253.5万3.3万股+3.2万股+96.90%加仓
西方石油OXY
2.57%3.81%$523.1万10.8万股$698.2万10.7万股+273股+0.25%加仓
POOLPOOL
2.56%$521.5万2.4万股$00股+2.4万股新买入
V先锋领航斯科茨代尔基金BSV
2.55%2.4%$518.1万6.6万股$438.9万5.5万股+1.0万股+18.38%加仓
PATHWARD FINANCIAL COMCASH
2.45%2.7%$498.9万5.7万股$494.7万5.5万股+1,869股+3.37%加仓
SSS&C TECHSSNC
2.41%2.78%$489.5万7.9万股$509.8万7.5万股+3,448股+4.57%加仓
V先锋领航斯科茨代尔基金VCIT
2.38%2.28%$485.0万5.9万股$417.1万5.0万股+8,278股+16.42%加仓
LKQLKQ
2.29%2.73%$465.4万17.7万股$499.6万17.0万股+6,664股+3.92%加仓
ZOETIS CL AZTS
2.26%$460.8万6.4万股$00股+6.4万股新买入
CADENCE DESIGN SYSTEM COMAYI
2.09%1.66%$426.3万1.1万股$303.9万1.1万股+473股+4.36%加仓
V先锋领航·INSTL INDEX FDVBIL
2.03%3.17%$412.5万5.5万股$580.7万7.7万股-2.2万股-28.98%减仓
布鲁克菲尔德BN
2%2.05%$406.2万9.5万股$374.9万9.3万股+2,739股+2.96%加仓
强生JNJ
1.82%1.89%$371.2万1.5万股$346.9万1.4万股+422股+2.97%加仓
康菲石油COP
1.74%2.36%$353.4万3.4万股$431.7万3.3万股+1,287股+3.93%加仓
WASTE MGMT DELWM
1.71%1.91%$348.3万1.6万股$350.4万1.5万股+380股+2.49%加仓
RRIDGEPOST CAPRPC
1.47%1.46%$299.6万38.1万股$267.9万36.9万股+1.2万股+3.18%加仓
NNATIONAL PRESTO INDSNPK
1.41%1.85%$287.1万2.3万股$338.8万2.5万股-1,753股-7.09%减仓
KKKR & COMKKR
1.29%1.49%$263.1万2.9万股$273.5万3.0万股-904股-3.06%减仓
宝洁PG
1.24%1.31%$252.6万1.7万股$240.8万1.7万股+553股+3.32%加仓
雅培ABT
1.16%1.43%$236.8万2.6万股$261.2万2.5万股+655股+2.57%加仓
万事达MA
1.16%1.21%$235.6万4,587股$222.2万4,446股+141股+3.17%加仓
百事可乐PEP
1.14%1.41%$232.8万1.7万股$257.7万1.7万股+598股+3.60%加仓
AAMCORAMCR
1.1%1.08%$224.8万5.2万股$198.7万5.0万股+1,876股+3.75%加仓
Nice Ltd ADRNICE
1.07%1.54%$218.5万2.4万股$282.6万2.6万股-1,575股-6.15%减仓
STAG INDUSTRIALSTAG
1.05%1.06%$214.4万5.6万股$194.0万5.4万股+2,529股+4.70%加仓
金佰利KMB
0.96%0.9%$195.0万1.8万股$164.3万1.7万股+735股+4.32%加仓
FFRP HLDGS INC COMFRPH
0.96%1.11%$194.8万7.8万股$203.8万9.3万股-1.5万股-16.30%减仓
GLOBAL PMTS COMGPN
0.92%0.91%$187.1万2.6万股$167.5万2.5万股+896股+3.60%加仓
UUNILEVER SPON ADR NEWUL
0.89%0.88%$181.4万3.0万股$161.3万2.8万股+1,854股+6.55%加仓
艺康ECL
0.89%0.92%$180.6万6,451股$168.8万6,327股+124股+1.96%加仓
3M COMMMM
0.88%0.84%$179.2万1.1万股$154.7万1.1万股+416股+3.91%加仓
ALPINE INCOME PPTY TR INC COMPINE
0.81%0.73%$164.9万7.9万股$133.0万7.4万股+5,546股+7.51%加仓
华纳兄弟探索WBD
0.75%0.93%$153.0万5.7万股$170.7万6.2万股-4,746股-7.64%减仓
苹果AAPL
0.69%0.68%$140.4万4,853股$125.3万4,936股-83股-1.68%减仓
迪士尼DIS
0.64%0.69%$130.2万1.4万股$126.2万1.3万股+432股+3.30%加仓
洛克希德马丁LMT
0.63%0.85%$127.3万2,499股$155.2万2,567股-68股-2.65%减仓
S嘉信策略信托SCHD
0.6%0.64%$121.7万3.8万股$117.0万3.8万股+235股+0.62%加仓
SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI
0.56%0.46%$113.4万3.8万股$84.6万3.7万股+1,744股+4.76%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.53%0.61%$107.0万3.7万股$110.9万4.4万股-7,220股-16.34%减仓

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