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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
增持 39
减持 18
清仓 93
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES S&P 500
+$3.4M
70,756
+0%
清仓
—
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF
-$2.2M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$2.2M
400,443
-0%
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
FLOT
ISHARES TR FLTG RATE NT ETF
+$2.1M
63,357
+193%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.8M
182,537
+0%
减持
BNDX
VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF
-$1.3M
39,657
-35%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
+$1.1M
171,551
+9%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$1.1M
25,010
+71%
增持
IJH
ISHARES S&P MIDCAP 400 INDEX FUND
+$1.0M
38,429
+2%
清仓
—
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF
-$927.0K
0
-100%
增持
IJR
ISHARES CORE S&P SMALL-CAP E
+$859.0K
107,121
+2%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$622.0K
44,708
+2%
增持
LQD
ISHARES
+$565.0K
22,305
+20%
增持
IYR
ISHARES U S REAL ESTATE ETF
+$542.0K
37,654
+0%
增持
TIP
ISHARES TIPS BOND ETF
+$430.0K
36,344
+8%
增持
DGRO
ISHARES TRUST CORE DIVID GWTH
+$350.0K
57,269
+2%
减持
EEMA
ISHARES INC MSCI EM ASIA ETF
-$305.0K
2,506
-59%
增持
IJT
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
+$302.0K
33,775
+0%
增持
SHYG
ISHARES
+$291.0K
32,783
+25%
增持
IGSB
ISHARES
+$288.0K
30,244
+23%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$283.0K
60,202
-2%
增持
—
ISHARES TR
+$264.0K
30,212
+51%
增持
IEMG
ISHARES INC CORE MSCI EMERGING MKTS ETF
+$259.0K
125,858
+7%
清仓
EEM
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
-$258.0K
0
-100%
增持
—
ISHARES
+$242.0K
94,791
+12%
减持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
-$231.0K
7,979
-15%
增持
AAPL
APPLE INC
+$204.0K
5,659
+0%
清仓
SQ
SQUARE INC CL A
-$188.0K
0
-100%
清仓
MBB
ISHARES TR MBS ETF
-$186.0K
0
-100%
减持
VPU
VANGUARD UTILITIES ETF
+$174.0K
11,323
-1%
清仓
IRM
IRON MOUNTAIN INC
-$173.0K
0
-100%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
+$173.0K
5,663
-0%
增持
MSFT
MICROSOFT CORP
+$167.0K
3,068
+0%
清仓
VGK
VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF
-$166.0K
0
-100%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$161.0K
10,323
+17%
清仓
NEAR
ISHARES U S ETF TR BLACKROCK ST MAT
-$161.0K
0
-100%
增持
HYG
ISHARES TR IBOXX HI YD ETF
+$152.0K
5,950
+42%
清仓
IYE
ISHARES DOW JONES US ENERGY SECTOR FUND
-$152.0K
0
-100%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$149.0K
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$145.0K
0
-100%
增持
—
ISHARES TR
+$140.0K
8,559
+156%
清仓
V
VISA INC
-$139.0K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$134.0K
0
-100%
清仓
—
MGM GROWTH PPTYS LLC CL A COM
-$132.0K
0
-100%
清仓
DFE
WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND
-$131.0K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$131.0K
0
-100%
清仓
INTC
INTEL CORP
-$130.0K
0
-100%
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
+$129.0K
15,292
-0%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$123.0K
62,537
-3%
清仓
ESGV
VANGUARD WORLD FD ESG US STK ETF
-$123.0K
0
-100%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$119.0K
25,284
-3%
清仓
—
JPMORGAN CHASE & CO ALERIAN MLP INDEX
-$115.0K
0
-100%
清仓
RY
ROYAL BANK OF CANADA MONTREAL
-$115.0K
0
-100%
增持
PFF
ISHARES TR PFD AND INCM SEC
+$112.0K
29,081
+9%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$112.0K
34,818
-11%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$111.0K
0
-100%
清仓
ALL
ALLSTATE CORP
-$111.0K
0
-100%
清仓
IAU
ISHARES GOLD TR ISHARES NEW
-$110.0K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC COM
-$109.0K
0
-100%
清仓
FXI
ISHARES CHINA LARGE-CAP ETF
-$107.0K
0
-100%
减持
EFA
ISHARES MSCI EAFE ETF
-$103.0K
9,925
-12%
减持
IJJ
ISHARES TRUST S & P MID CAPITAL
+$103.0K
16,840
-1%
清仓
CMF
ISHARES CALIFORNIA MUNI BOND ETF
-$100.0K
0
-100%
减持
IWO
ISHARES TR RUS 2000 GRW ETF
-$96.0K
2,838
-10%
清仓
—
ISHARES TR IBONDS 21 TRM HG
-$96.0K
0
-100%
清仓
VGT
VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF
-$95.0K
0
-100%
清仓
—
EXXON MOBIL CORP
-$94.0K
0
-100%
清仓
IBB
ISHARES TR ISHARES BIOTECH
-$94.0K
0
-100%
增持
VMBS
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF
+$93.0K
30,515
+7%
清仓
CVS
CVS HEALTH CORPORATION
-$93.0K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$91.0K
0
-100%
清仓
SO
SOUTHERN CO
-$91.0K
0
-100%
清仓
ICVT
ISHARES TRUST CONVERTIBLE BOND ETF
-$89.0K
0
-100%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$88.0K
8,248
+1%
减持
PG
PROCTER AND GAMBLE CO COM
+$88.0K
3,967
-1%
清仓
VTI
VANGUARD IDX FUND
-$87.0K
0
-100%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$86.0K
6,577
-1%
清仓
ICF
ISHARES TR COHEN STEER REIT
-$85.0K
0
-100%
清仓
BIZD
VANECK ETF TR VANECK BDC INCOME ETF
-$84.0K
0
-100%
清仓
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
-$83.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$82.0K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR US LARGE-CAP ETF
-$79.0K
0
-100%
增持
IXUS
ISHARES TR CORE MSCI TOTAL
+$77.0K
36,092
+3%
清仓
GLD
SPDR GOLD TR GOLD SHS
-$76.0K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR US SMALL-CAP ETF
-$76.0K
0
-100%
清仓
KMX
CARMAX INC
-$72.0K
0
-100%
清仓
—
ASTRAZENECA
-$71.0K
0
-100%
清仓
VHT
VANGUARD HEALTH CARE ETF
-$71.0K
0
-100%
增持
IYH
ISHARES U.S. HEALTHCARE ETF
+$71.0K
1,796
+6%
清仓
KR
KROGER CO
-$68.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$67.0K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING S
-$66.0K
0
-100%
增持
—
LAM RESEARCH CORP
+$66.0K
436
+0%
增持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
+$66.0K
5,764
+1%
清仓
CVX
CHEVRON CORP NEW COM
-$65.0K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$63.0K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE ET UT SER 1
-$62.0K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR INTL EQUITY ETF
-$59.0K
0
-100%
增持
PFE
PFIZER INC
+$57.0K
3,527
+0%
清仓
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
-$56.0K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
+$56.0K
10,121
+11%
清仓
IDEV
ISHARES TR CORE MSCI INTL
-$55.0K
0
-100%
清仓
BABA
ALIBABA GROUP HOLDING LTD
-$55.0K
0
-100%
清仓
ACWI
ISHARES TR MSCI ACWI ETF
-$55.0K
0
-100%
减持
—
ISHARES
-$55.0K
100,062
-1%
清仓
FISV
FISERV INC
-$54.0K
0
-100%
清仓
BILL
BILL COM HLDGS INC COM
-$52.0K
0
-100%
清仓
VSGX
VANGUARD WORLD FD ESG INTL STK ETF
-$51.0K
0
-100%
清仓
FBT
FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECHNOLOGY INDEX FD
-$51.0K
0
-100%
清仓
FOXF
FOX FACTORY HOLDING CORP
-$51.0K
0
-100%
清仓
T
AT&T INC COM USD1
-$51.0K
0
-100%
增持
HD
HOME DEPOT INC
+$51.0K
578
+0%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$51.0K
4,223
+0%
清仓
C
CITIGROUP INC
-$50.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
+$50.0K
1,997
+0%
增持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$49.0K
5,135
+0%
清仓
IWR
ISHARES TR RUS MID CAP ETF
-$48.0K
0
-100%
清仓
COST
COSTCO WHOLESALE CORP
-$47.0K
0
-100%
清仓
CMCSA
COMCAST CORP
-$47.0K
0
-100%
清仓
NMT
NUVEEN MASSACHUSETS QLT MUN FD COM
-$44.0K
0
-100%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$44.0K
788
+4%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$43.0K
0
-100%
清仓
PEP
PEPSICO INC
-$43.0K
0
-100%
清仓
VTIP
VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX
-$42.0K
0
-100%
清仓
—
DISCOVER FINANCIAL SERVICES
-$42.0K
0
-100%
清仓
TGT
TARGET CORP
-$40.0K
0
-100%
清仓
MRNA
MODERNA INC COM
-$40.0K
0
-100%
清仓
IYW
ISHARES TRUST DJ US TECHNOLOGY
-$39.0K
0
-100%
清仓
BLOK
AMPLIFY ETF TR BLOCKCHAIN LDR
-$39.0K
0
-100%
清仓
NMZ
NUVEEN MUN HIGH INCOME OPPORTU COM
-$39.0K
0
-100%
增持
MDY
SPDR S&P MIDCAP 400 ETF
+$38.0K
468
+10%
清仓
SCHV
SCHWAB US LARGE-CAP VALUE ETF
-$37.0K
0
-100%
清仓
GIS
GENERAL MILLS INC COM USD0.10
-$37.0K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$37.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS VANGUARD
-$37.0K
0
-100%
清仓
—
DATTO HLDG CORP COM
-$36.0K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$36.0K
0
-100%
清仓
BKLN
INVESCO EXCH TRADED FD TR II SR LN ETF
-$35.0K
0
-100%
清仓
MCD
MCDONALD S CORP
-$34.0K
0
-100%
清仓
GOOG
ALPHABET INC CAP STK CL C
-$34.0K
0
-100%
增持
—
ANNALY CAPITAL MANAGEMENT INC COM
+$34.0K
38,809
+21%
清仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$34.0K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED
-$33.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$33.0K
0
-100%
清仓
TRTX
TPG RE FIN TR INC COM
-$32.0K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$32.0K
1,471
-4%
清仓
CTVA
CORTEVA INC COM
-$31.0K
0
-100%
清仓
RYAN
RYAN SPECIALTY GROUP HLDGS INC CL A
-$31.0K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING INC 0
-$30.0K
0
-100%
清仓
WDC
WESTERN DIGITAL CORP. COM
-$30.0K
0
-100%