Guardian Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Guardian Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 66 只证券，申报市值合计 2.00 亿美元。前几大持仓：SPY（14.95%）、VEA（12.95%）、IWM（11.25%）。本季前 25 大持仓中：增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $29.9M | 14.95% | 40,018 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $25.9M | 12.95% | 363,141 | 增持 |
| 3 | IWM | ISHARES TR | $22.5M | 11.25% | 74,847 | 减持 |
| 4 | IJH | ISHARES TR | $19.6M | 9.80% | 254,072 | 增持 |
| 5 | SPYV | SPDR SERIES TRUST | $13.4M | 6.68% | 219,716 | 增持 |
| 6 | SPYG | SPDR SERIES TRUST | $13.1M | 6.57% | 110,316 | 减持 |
| 7 | JPST | J P MORGAN EXCHANGE TRADED F | $11.7M | 5.84% | 230,696 | 增持 |
| 8 | QQQ | INVESCO QQQ TR | $11.0M | 5.49% | 14,909 | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $8.4M | 4.22% | 141,280 | 增持 |
| 10 | IVW | ISHARES TR | $5.6M | 2.78% | 40,430 | 减持 |
| 11 | IVE | ISHARES TR | $4.7M | 2.34% | 20,607 | 减持 |
| 12 | CHRW | C H ROBINSON WORLDWIDE IN | $3.1M | 1.57% | 16,696 | 持平 |
| 13 | IWR | ISHARES TR | $2.0M | 1.00% | 18,130 | 减持 |
| 14 | ICSH | ISHARES TR | $1.6M | 0.82% | 32,320 | 减持 |
| 15 | JNJ | JOHNSON & JOHNSON | $1.3M | 0.67% | 5,281 | 减持 |
| 16 | ABBV | ABBVIE INC | $1.2M | 0.61% | 4,819 | 增持 |
| 17 | CAH | CARDINAL HEALTH INC | $1.0M | 0.52% | 4,398 | 减持 |
| 18 | CINF | CINCINNATI FINL CORP | $1.0M | 0.51% | 5,545 | 减持 |
| 19 | AAPL | APPLE INC | $925,377 | 0.46% | 3,198 | 减持 |
| 20 | CVX | CHEVRON CORPORATION | $902,415 | 0.45% | 5,444 | 减持 |
| 21 | PG | PROCTER & GAMBLE CO | $850,656 | 0.43% | 5,801 | 增持 |
| 22 | MMM | 3M CO | $810,951 | 0.41% | 5,009 | 增持 |
| 23 | SPGI | S&P GLOBAL INC | $814,556 | 0.41% | 2,000 | 增持 |
| 24 | XOM | EXXON MOBIL CORP | $797,542 | 0.40% | 5,833 | 减持 |
| 25 | ECL | ECOLAB INC | $779,961 | 0.39% | 2,799 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR