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Guidance Point Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Guidance Point Advisors, LLC
报告期 2026-03-31 · CIK 0001767710
持仓数
96
前50大市值合计
$405.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 107
增持 33
减持 10
方向
标的
Δ市值
现股数(环比)
增持
JPM
JPMORGAN CHASE & CO
+$3.3M
400,544
+0%
减持
EFA
ISHARES MSCI EAFE ETF
-$1.5M
11,321
-62%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
+$1.2M
157,755
+13%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$863.0K
138,260
+6%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$678.0K
182,449
+4%
减持
EEM
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
-$590.0K
5,158
-66%
增持
IVV
ISHARES S&P 500
+$545.0K
70,680
+2%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$454.0K
14,587
+43%
增持
SHYG
ISHARES TRUST
+$403.0K
26,137
+52%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$385.0K
43,875
+8%
增持
ISTB
ISHARES CORE
+$381.0K
64,164
+14%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$330.0K
18,612
+17%
增持
IEMG
ISHARES INC CORE MSCI EMERGING MKTS ETF
+$306.0K
118,063
+13%
减持
EEMA
ISHARES INC MSCI EM ASIA ETF
-$287.0K
6,045
-30%
增持
IJH
ISHARES S&P MIDCAP 400 INDEX FUND
+$264.0K
37,620
+5%
建仓
GOOGL
ALPHABET INC CAP STK CL A
+$213.0K
80
增持
FLOT
ISHARES TR FLTG RATE NT ETF
+$204.0K
21,592
+23%
建仓
IWP
ISHARES TR RUS MD CP GR ETF
+$197.0K
1,764
建仓
EQL
ALPS ETF TRUST EQUAL SECTOR WEIGHT ETF
+$193.0K
1,949
建仓
HD
HOME DEPOT INC
+$189.0K
576
建仓
SQ
SQUARE INC CL A
+$188.0K
784
增持
SCZ
ISHARES TR EAFE SML CP ETF
+$186.0K
62,146
+4%
减持
MBB
ISHARES TR MBS ETF
-$180.0K
1,721
-49%
减持
BNDX
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF
-$177.0K
61,392
-5%
建仓
IRM
IRON MOUNTAIN INC
+$173.0K
4,000
建仓
VGK
VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF
+$166.0K
2,537
建仓
NEAR
ISHARES U S ETF TR BLACKROCK ST MAT
+$161.0K
3,213
建仓
IYE
ISHARES DOW JONES US ENERGY SECTOR FUND
+$152.0K
5,390
建仓
PFE
PFIZER INC
+$151.0K
3,521
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$149.0K
1,291
建仓
VZ
VERIZON COMMUNICATIONS INC
+$145.0K
2,692
建仓
V
VISA INC
+$139.0K
626
增持
IJR
ISHARES CORE S&P SMALL-CAP E
+$139.0K
104,854
+5%
建仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$134.0K
878
增持
DGRO
ISHARES TRUST CORE DIVID GWTH
+$133.0K
56,391
+5%
建仓
—
MGM GROWTH PPTYS LLC CL A COM
+$132.0K
3,453
建仓
DFE
WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND
+$131.0K
1,830
建仓
ED
CONSOLIDATED EDISON INC
+$131.0K
1,820
建仓
INTC
INTEL CORP
+$130.0K
2,453
建仓
ESGV
VANGUARD WORLD FD ESG US STK ETF
+$123.0K
1,548
建仓
—
JPMORGAN CHASE & CO ALERIAN MLP INDEX
+$115.0K
6,427
建仓
RY
ROYAL BANK OF CANADA MONTREAL
+$115.0K
1,163
建仓
KMB
KIMBERLY-CLARK CORP COM
+$111.0K
845
建仓
ALL
ALLSTATE CORP
+$111.0K
874
建仓
IAU
ISHARES GOLD TR ISHARES NEW
+$110.0K
3,312
建仓
ORLY
OREILLY AUTOMOTIVE INC COM
+$109.0K
180
建仓
FXI
ISHARES CHINA LARGE-CAP ETF
+$107.0K
2,762
建仓
CMF
ISHARES CALIFORNIA MUNI BOND ETF
+$100.0K
1,626
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$99.0K
61,239
+0%
建仓
—
ISHARES TR IBONDS 21 TRM HG
+$96.0K
4,009
建仓
VGT
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF
+$95.0K
238
建仓
—
EXXON MOBIL CORP
+$94.0K
1,614
建仓
IBB
ISHARES TR ISHARES BIOTECH
+$94.0K
582
增持
IYR
ISHARES U S REAL ESTATE ETF
+$93.0K
37,573
+2%
建仓
CVS
CVS HEALTH CORPORATION
+$93.0K
1,107
减持
—
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF
-$92.0K
90,020
-4%
建仓
MO
ALTRIA GROUP INC
+$91.0K
2,000
建仓
SO
SOUTHERN CO
+$91.0K
1,475
增持
BXMT
BLACKSTONE MORTGAGE TRUST INC
+$90.0K
10,202
+49%
建仓
ICVT
ISHARES TRUST CONVERTIBLE BOND ETF
+$89.0K
900
建仓
—
ISHARES TR IBONDS
+$89.0K
3,341
建仓
VTI
VANGUARD IDX FUND
+$87.0K
396
建仓
ICF
ISHARES TR COHEN STEER REIT
+$85.0K
1,301
建仓
BIZD
VANECK ETF TR VANECK BDC INCOME ETF
+$84.0K
4,915
建仓
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
+$83.0K
212
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$82.0K
1,402
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$82.0K
34,972
-0%
建仓
SCHX
SCHWAB STRATEGIC TR US LARGE-CAP ETF
+$79.0K
766
增持
IJT
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
-$78.0K
33,733
+0%
建仓
SCHA
SCHWAB STRATEGIC TR US SMALL-CAP ETF
+$76.0K
759
建仓
GLD
SPDR GOLD TR GOLD SHS
+$76.0K
467
建仓
KMX
CARMAX INC
+$72.0K
564
建仓
—
ASTRAZENECA
+$71.0K
1,198
建仓
VHT
VANGUARD HEALTH CARE ETF
+$71.0K
288
建仓
KR
KROGER CO
+$68.0K
1,693
建仓
MS
MORGAN STANLEY
+$67.0K
693
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$67.0K
25,981
-1%
建仓
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING S
+$66.0K
600
减持
IWO
ISHARES TR RUS 2000 GRW ETF
-$65.0K
3,159
-1%
建仓
CVX
CHEVRON CORP NEW COM
+$65.0K
645
建仓
GS
GOLDMAN SACHS GROUP INC
+$63.0K
168
建仓
DIA
SPDR DOW JONES INDL AVERAGE ET UT SER 1
+$62.0K
185
建仓
SCHF
SCHWAB STRATEGIC TR INTL EQUITY ETF
+$59.0K
1,550
建仓
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
+$56.0K
380
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$56.0K
39,084
-0%
建仓
BABA
ALIBABA GROUP HOLDING LTD
+$55.0K
383
建仓
IDEV
ISHARES TR CORE MSCI INTL
+$55.0K
826
建仓
ACWI
ISHARES TR MSCI ACWI ETF
+$55.0K
556
建仓
FISV
FISERV INC
+$54.0K
504
建仓
BILL
BILL COM HLDGS INC COM
+$52.0K
196
建仓
VSGX
VANGUARD WORLD FD ESG INTL STK ETF
+$51.0K
841
建仓
FBT
FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD
+$51.0K
310
建仓
FOXF
FOX FACTORY HOLDING CORP
+$51.0K
356
建仓
T
AT&T INC COM USD1
+$51.0K
1,951
建仓
C
CITIGROUP INC
+$50.0K
712
建仓
IWR
ISHARES TR RUS MID CAP ETF
+$48.0K
625
建仓
COST
COSTCO WHOLESALE CORP
+$47.0K
106
建仓
CMCSA
COMCAST CORP
+$47.0K
844
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$46.0K
8,809
+5%
建仓
NMT
NUVEEN MASSACHUSETS QLT MUN FD COM
+$44.0K
2,875
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$43.0K
551
建仓
PEP
PEPSICO INC
+$43.0K
289
建仓
—
DISCOVER FINANCIAL SERVICES
+$42.0K
344
建仓
VTIP
VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX
+$42.0K
812
建仓
TGT
TARGET CORP
+$40.0K
175
建仓
MRNA
MODERNA INC COM
+$40.0K
104
建仓
IYW
ISHARES TRUST DJ US TECHNOLOGY
+$39.0K
393
建仓
NMZ
NUVEEN MUN HIGH INCOME OPPORTU COM
+$39.0K
2,655
增持
VGSH
VANGUARD SHORT TERM TREASURY ETF
+$39.0K
6,691
+11%
建仓
BLOK
AMPLIFY ETF TR BLOCKCHAIN LDR
+$39.0K
890
增持
TIP
ISHARES TRUST UNITED STATES TREASURY
+$38.0K
33,784
+1%
增持
IJJ
ISHARES TR S&P MIDCAP 400 VALUE ETF
-$38.0K
17,088
+0%
建仓
GIS
GENERAL MILLS INC COM USD0.10
+$37.0K
643
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$37.0K
65
建仓
VTV
VANGUARD INDEX FDS VANGUARD
+$37.0K
278
建仓
SCHV
SCHWAB US LARGE-CAP VALUE ETF
+$37.0K
560
增持
VPU
VANGUARD UTILITIES ETF
+$36.0K
11,479
+2%
建仓
—
DATTO HLDG CORP COM
+$36.0K
1,536
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$36.0K
200
增持
GD
GENERAL DYNAMICS CORP COM USD1.00
+$36.0K
1,666
+8%
建仓
BKLN
INVESCO EXCH TRADED FD TR II SR LN ETF
+$35.0K
1,585
增持
MSFT
MICROSOFT CORP
+$34.0K
3,066
+0%
建仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$34.0K
368
建仓
MCD
MCDONALD S CORP
+$34.0K
143
增持
—
LAM RESEARCH CORP
-$34.0K
435
+0%
建仓
GOOG
ALPHABET INC CAP STK CL C
+$34.0K
13
增持
VTWO
VANGUARD RUSSELL 2000 ETF
-$33.0K
7,822
+0%
建仓
PANW
PALO ALTO NETWORKS INC
+$33.0K
70
建仓
SPLV
INVESCO EXCH TRADED
+$33.0K
554
建仓
TRTX
TPG RE FIN TR INC COM
+$32.0K
2,614
建仓
RYAN
RYAN SPECIALTY GROUP HLDGS INC CL A
+$31.0K
929
建仓
CTVA
CORTEVA INC COM
+$31.0K
743
建仓
WDC
WESTERN DIGITAL CORP. COM
+$30.0K
550
建仓
DOW
DOW INC COM
+$30.0K
533
建仓
WMT
WALMART INC COM
+$30.0K
216
建仓
IYF
ISHARES TRUST DJ US FINANCIAL
+$30.0K
364
建仓
—
DUPONT DE NEMOURS INC COM
+$30.0K
450
建仓
ADP
AUTOMATIC DATA PROCESSING INC 0
+$30.0K
153
增持
VBR
VANGUARD SMALL CAP VALUE ETF
-$30.0K
8,194
+0%
增持
IYH
ISHARES U.S. HEALTHCARE ETF
+$29.0K
1,698
+5%
建仓
HEFA
ISHARES TRUST CURRENCY HEDGED MSCI EAFE ETF
+$29.0K
850
建仓
DBC
INVESCO DB COMMDY INDX TRCK FD UNIT
+$29.0K
1,448
建仓
NKE
NIKE INC CLASS B COM NPV
+$28.0K
199
建仓
SCHE
SCHWAB STRATEGIC TR EMERGING MKTS EQUITY ETF
+$27.0K
905
增持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
+$27.0K
9,369
+0%
增持
AAPL
APPLE INC
+$27.0K
5,655
+0%
建仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$26.0K
413
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS IN COM
+$26.0K
432
建仓
NVO
NOVO NORDISK
+$26.0K
274
建仓
BL
BLACKLINE INC COM
+$26.0K
228
