跳到正文

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
1ACIOETF SER SOLUTIONS$209.6M11.77%4.5M增持
2DRSKETF SER SOLUTIONS$132.9M7.46%4.6M增持
3SCHXSCHWAB STRATEGIC TR$83.9M4.71%2.8M增持
4VOOVANGUARD INDEX FDS$68.6M3.85%99,947增持
5OSCVETF SER SOLUTIONS$65.9M3.70%1.6M增持
6CGDVCAPITAL GROUP DIVIDEND VALUE$63.2M3.55%1.3M增持
7BUFRFIRST TR EXCHNG TRADED FD VI$54.2M3.04%1.5M增持
8RDVYFIRST TR EXCHANGE TRADED FD$53.9M3.03%665,509增持
9NVDANVIDIA CORPORATION$45.0M2.53%208,185减持
10FRDMEA SERIES TRUST$44.5M2.50%610,225减持
11VEAVANGUARD TAX-MANAGED FDS$41.8M2.34%586,087增持
12LQTIFIRST TR EXCHANGE-TRADED FD$39.0M2.19%2.0M减持
13AAPLAPPLE INC$34.5M1.94%125,443减持
14JCPBJ P MORGAN EXCHANGE TRADED F$29.0M1.63%617,587增持
15GSEWGOLDMAN SACHS ETF TR$28.9M1.62%305,636增持
16SDVYFIRST TR EXCHANGE TRADED FD$24.7M1.38%571,663增持
17ADMEETF SER SOLUTIONS$23.6M1.32%423,537增持
18DUBSETF SER SOLUTIONS$20.3M1.14%488,028增持
19IVVISHARES TR$18.8M1.05%25,045增持
20SPYSTATE STR SPDR S&P 500 ETF T$16.8M0.94%22,505减持
21AVGOBROADCOM INC$16.0M0.90%42,451增持
22GOOGLALPHABET INC$16.0M0.90%46,097减持
23MSFTMICROSOFT CORP$15.3M0.86%41,054增持
24DBNDDOUBLELINE ETF TRUST$14.0M0.79%306,991减持
25USFRWISDOMTREE TR$14.1M0.79%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