Guardian Wealth Advisors, LLC / Nc 13F 持仓 · 2026年Q2
Guardian Wealth Advisors, LLC / Nc 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 375 只证券,申报市值合计 17.82 亿美元。前几大持仓:ACIO(11.77%)、DRSK(7.46%)、SCHX(4.71%)。本季前 25 大持仓中:增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ACIO | ETF SER SOLUTIONS | $209.6M | 11.77% | 4.5M | 增持 |
| 2 | DRSK | ETF SER SOLUTIONS | $132.9M | 7.46% | 4.6M | 增持 |
| 3 | SCHX | SCHWAB STRATEGIC TR | $83.9M | 4.71% | 2.8M | 增持 |
| 4 | VOO | VANGUARD INDEX FDS | $68.6M | 3.85% | 99,947 | 增持 |
| 5 | OSCV | ETF SER SOLUTIONS | $65.9M | 3.70% | 1.6M | 增持 |
| 6 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $63.2M | 3.55% | 1.3M | 增持 |
| 7 | BUFR | FIRST TR EXCHNG TRADED FD VI | $54.2M | 3.04% | 1.5M | 增持 |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $53.9M | 3.03% | 665,509 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $45.0M | 2.53% | 208,185 | 减持 |
| 10 | FRDM | EA SERIES TRUST | $44.5M | 2.50% | 610,225 | 减持 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $41.8M | 2.34% | 586,087 | 增持 |
| 12 | LQTI | FIRST TR EXCHANGE-TRADED FD | $39.0M | 2.19% | 2.0M | 减持 |
| 13 | AAPL | APPLE INC | $34.5M | 1.94% | 125,443 | 减持 |
| 14 | JCPB | J P MORGAN EXCHANGE TRADED F | $29.0M | 1.63% | 617,587 | 增持 |
| 15 | GSEW | GOLDMAN SACHS ETF TR | $28.9M | 1.62% | 305,636 | 增持 |
| 16 | SDVY | FIRST TR EXCHANGE TRADED FD | $24.7M | 1.38% | 571,663 | 增持 |
| 17 | ADME | ETF SER SOLUTIONS | $23.6M | 1.32% | 423,537 | 增持 |
| 18 | DUBS | ETF SER SOLUTIONS | $20.3M | 1.14% | 488,028 | 增持 |
| 19 | IVV | ISHARES TR | $18.8M | 1.05% | 25,045 | 增持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $16.8M | 0.94% | 22,505 | 减持 |
| 21 | AVGO | BROADCOM INC | $16.0M | 0.90% | 42,451 | 增持 |
| 22 | GOOGL | ALPHABET INC | $16.0M | 0.90% | 46,097 | 减持 |
| 23 | MSFT | MICROSOFT CORP | $15.3M | 0.86% | 41,054 | 增持 |
| 24 | DBND | DOUBLELINE ETF TRUST | $14.0M | 0.79% | 306,991 | 减持 |
| 25 | USFR | WISDOMTREE TR | $14.1M | 0.79% | 280,466 | 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