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

Guardian Asset Advisors, LLC

No.6856 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.17亿
环比变动 Q1 2026
+$4,571.6万+26.7%
持仓股票数
124
新买入
28
加仓
60
减仓
35
清仓
6
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
苹果AAPL
11.73%12.7%$2,544.4万8.8万股$2,172.8万8.6万股+2,311股+2.70%加仓
S道富SPYM
5.22%5.35%$1,131.6万12.9万股$915.7万12.0万股+9,119股+7.62%加仓
英伟达NVDA
5.21%5.4%$1,129.6万5.6万股$924.8万5.3万股+3,421股+6.45%加仓
I景顺·NASDAQ 100 ETFQQQM
5.11%5.22%$1,108.3万3.7万股$893.8万3.8万股-1,063股-2.83%减仓
亚马逊AMZN
4.94%5.22%$1,072.4万4.5万股$892.8万4.3万股+2,127股+4.96%加仓
S道富SPIB
3.6%4.12%$780.9万23.3万股$705.4万21.0万股+2.3万股+10.97%加仓
I景顺·S&P MIDCAP MOMENTUM ETFXMMO
2.88%$625.5万3.7万股$00股+3.7万股新买入
伯克希尔哈撒韦BRK.B
2.64%1.43%$572.5万1.1万股$244.2万5,097股+6,344股+124.47%加仓
微软MSFT
2.59%2.79%$561.2万1.5万股$477.0万1.3万股+2,144股+16.65%加仓
VertivVRT
2.16%1.73%$467.7万1.4万股$296.4万1.2万股+2,132股+18.03%加仓
沃尔玛WMT
2.11%2.46%$457.7万4.0万股$421.4万3.4万股+6,492股+19.15%加仓
IiShares安硕信托USMV
2.01%0.15%$436.8万4.5万股$26.2万2,822股+4.2万股+1,504.54%加仓
礼来LLY
1.77%1.77%$384.6万3,207股$303.4万3,295股-88股-2.67%减仓
I景顺交易所交易基金IIBKLN
1.75%1.99%$379.1万18.6万股$340.2万16.7万股+1.9万股+11.65%加仓
V先锋领航斯科茨代尔基金BSV
1.7%1.87%$369.7万4.7万股$319.7万4.0万股+6,455股+16.01%加仓
AAlphabet Inc Class CGOOG
1.7%2.16%$368.0万1.0万股$369.6万1.3万股-2,469股-19.19%减仓
帕兰提尔PLTR
1.61%2.1%$348.2万3.0万股$359.4万2.5万股+5,274股+21.46%加仓
V先锋领航全球基金VGT
1.57%$340.6万2.8万股$00股+2.8万股新买入
IiShares安硕信托IVV
1.42%0.88%$307.9万4,112股$150.0万2,297股+1,815股+79.02%加仓
GE VernovaGEV
1.35%0.81%$292.8万2,492股$137.9万1,580股+912股+57.72%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.29%0.65%$280.7万8.3万股$111.4万3.8万股+4.5万股+116.86%加仓
IiShares安硕信托SHYG
1.16%1.42%$251.9万5.9万股$243.7万5.8万股+1,799股+3.12%加仓
特斯拉TSLA
1.02%1.04%$222.0万5,278股$177.2万4,766股+512股+10.74%加仓
SSPDR标普500 ETFSPY
1.02%0.87%$221.4万2,963股$149.1万2,288股+675股+29.50%加仓
F第一信托·USTCIBR
1.01%$220.0万2.4万股$00股+2.4万股新买入
V先锋领航·TOTALBND
0.96%0.96%$207.2万2.8万股$164.6万2.2万股+5,877股+26.29%加仓
摩根大通JPM
0.93%0.83%$202.0万6,156股$142.4万4,838股+1,318股+27.24%加仓
卡特彼勒CAT
0.93%0.77%$201.1万1,888股$131.5万1,856股+32股+1.72%加仓
V先锋领航指数基金VTV
0.87%0.49%$188.6万8,652股$84.0万4,280股+4,372股+102.15%加仓
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
0.85%0.97%$184.9万2.0万股$166.1万2.1万股-346股-1.67%减仓
I景顺交易所交易基金信托PPA
0.82%0.98%$177.0万1.0万股$167.9万1.0万股-106股-1.05%减仓
嘉信理财SCHW
0.79%0.9%$170.9万1.9万股$154.3万1.6万股+2,102股+12.80%加仓
IiShares安硕信托IVLU
0.78%$168.8万4.0万股$00股+4.0万股新买入
VanEck ETF信托SMH
0.64%0.41%$138.6万2,109股$70.9万1,848股+261股+14.12%加仓
强生JNJ
0.64%0.74%$138.6万5,460股$126.7万5,184股+276股+5.32%加仓
麦当劳MCD
0.63%0.94%$136.3万5,023股$161.0万5,181股-158股-3.05%减仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.63%0.27%$136.0万1.3万股$46.2万5,053股+7,562股+149.65%加仓
美光科技MU
0.62%0.16%$134.8万1,168股$27.0万800股+368股+46.00%加仓
V先锋领航·FTSEVEA
0.62%0.41%$134.1万1.9万股$69.5万1.1万股+7,981股+73.63%加仓
S嘉信策略信托SCHD
0.6%1.21%$129.8万4.1万股$206.5万6.7万股-2.6万股-39.19%减仓
V先锋领航指数基金VOO
0.57%0.62%$122.7万1,666股$105.4万1,824股-158股-8.66%减仓
IRON MTN DEL COMIRM
0.55%0.65%$120.3万9,524股$111.4万1.1万股-1,387股-12.71%减仓
家得宝HD
0.54%0.62%$117.0万3,318股$106.7万3,244股+74股+2.28%加仓
Meta平台META
0.5%0.44%$107.6万1,907股$75.2万1,312股+595股+45.35%加仓
SSPDR行业精选信托XLY
0.46%1.16%$98.9万9,227股$199.0万1.8万股-8,732股-48.62%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.45%3.54%$98.5万1,882股$605.9万1.3万股-1.1万股-85.61%减仓
IiShares安硕·COREIJH
0.44%3.63%$94.7万1.2万股$620.7万9.2万股-8.0万股-86.64%减仓
CrowdStrikeCRWD
0.43%$93.6万1,226股$00股+1,226股新买入
SSTATE STREET SPDR PORTFOLIO CORPORATE BONDETFSPBO
0.42%$91.8万3.2万股$00股+3.2万股新买入
V先锋领航·MIDVO
0.42%$90.4万1.1万股$00股+1.1万股新买入

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