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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 78 项
建仓 1
增持 57
减持 18
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JPM
JPMORGAN CHASE & CO
-$3.2M
400,574
+0%
增持
IVV
ISHARES CORE S&P 500 ETF
-$1.5M
75,594
+0%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
-$844.0K
197,622
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。
+3%
增持
IEMG
ISHARES INC CORE MSCI EMERGING MKTS ETF
-$721.0K
134,942
+1%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$644.0K
40,006
-10%
减持
VMBS
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF
-$557.0K
10,309
-52%
减持
—
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF
-$530.0K
79,479
-21%
增持
IYR
ISHARES U S REAL ESTATE ETF
-$404.0K
39,186
+0%
减持
SCZ
ISHARES TR EAFE SML CP ETF
-$402.0K
67,943
-0%
增持
IJR
ISHARES CORE S&P SMALL-CAP E
-$397.0K
120,726
+2%
增持
IVW
ISHARES S&P 500 GROWTH ETF
-$374.0K
196,675
+1%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$369.0K
9,764
-26%
增持
IBDR
ISHARES TR
+$322.0K
131,494
+15%
增持
IBDS
ISHARES TR
+$314.0K
131,098
+15%
增持
IVE
ISHARES S&P 500 VALUE ETF
-$313.0K
50,351
+2%
增持
IBDU
ISHARES TR
+$303.0K
135,124
+16%
减持
—
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF
-$293.0K
67,132
-15%
增持
IBDT
ISHARES TR
+$292.0K
126,294
+16%
增持
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
+$291.0K
126,329
+13%
减持
EFG
ISHARES TR EAFE GRWTH ETF
-$283.0K
4,079
-43%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$272.0K
25,891
-0%
增持
IBDV
ISHARES TR
+$262.0K
141,993
+16%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$261.0K
0
-100%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$258.0K
87,408
-4%
减持
IGSB
ISHARES TR ISHS
-$242.0K
31,467
-11%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$232.0K
37,546
-0%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$212.0K
13,813
-10%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$200.0K
0
-100%
建仓
NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW
+$193.0K
11,301
增持
DGRO
ISHARES TRUST CORE DIVID GWTH
-$175.0K
62,118
+1%
减持
FLOT
ISHARES TR FLTG RATE NT ETF
-$168.0K
78,490
-5%
增持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
-$151.0K
8,081
+0%
增持
TIP
ISHARES TIPS BOND ETF
-$151.0K
41,868
+5%
增持
IUSV
ISHARES CORE S&P US VALUE ETF
-$122.0K
37,612
+2%
增持
IJT
ISHARES TR S&P SMALL CAP 600 GROWTH ETF
-$119.0K
35,081
+0%
减持
MSFT
MICROSOFT CORP
-$88.0K
3,289
-1%
减持
EFA
ISHARES MSCI EAFE ETF
-$80.0K
9,846
-3%
减持
PG
PROCTER AND GAMBLE CO COM
-$76.0K
3,920
-1%
减持
—
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF
-$69.0K
11,008
-20%
增持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
-$65.0K
15,295
+0%
增持
IJJ
ISHARES TRUST S & P MID
-$65.0K
17,285
+1%
增持
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
+$61.0K
24,384
+13%
增持
QQQ
INVESCO QQQ TR UNIT SER 1
+$54.0K
1,226
+26%
增持
VNQ
VANGUARD REAL ESTATE ETF
-$51.0K
7,875
+5%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
-$47.0K
8,360
+1%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
-$45.0K
5,657
+0%
增持
MFA
MFA FINL INC COM
-$44.0K
15,586
+1%
增持
BXMT
BLACKSTONE MORTGAGE TRUST INC
-$41.0K
10,978
+2%
增持
VOE
VANGUARD MID-CAP VALUE INDEX FUND
-$41.0K
5,849
+1%
增持
ACWX
ISHARES TR MSCI ACWI EX US
-$36.0K
7,448
+0%
增持
IDV
ISHARES TR INTL SEL DIV ETF
-$36.0K
9,238
+3%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$35.0K
4,283
+1%
增持
PFF
ISHARES TR PFD AND INCM SEC
-$34.0K
38,554
+1%
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$32.0K
62,792
+0%
减持
JNJ
JOHNSON &JOHNSON COM USD1.00
-$31.0K
1,700
-2%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$29.0K
4,502
+1%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$27.0K
44,285
+3%
增持
VSS
VANGUARD INTL EQUITY INDEX FDS FTSE SMCAP ETF
-$25.0K
2,532
+0%
增持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
-$25.0K
5,206
+1%
增持
IYH
ISHARES U.S. HEALTHCARE ETF
-$25.0K
1,883
+1%
增持
AVGO
BROADCOM INC COM
-$24.0K
642
+1%
增持
IJS
ISHARES S&P SMALLCAP 600 VALUE INDEX FUND
-$24.0K
4,028
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF
-$19.0K
11,376
+0%
增持
XLK
SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS
-$16.0K
2,010
+0%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$15.0K
2,209
+0%
增持
XLF
SELECT SECTOR SPDR TR FINANCIAL
-$13.0K
13,558
+1%
增持
VTWO
VANGUARD RUSSELL 2000 ETF
-$13.0K
7,954
+0%
增持
—
ISHARES TR
+$12.0K
10,290
+7%
增持
VGIT
VANGUARD SCOTTSDALE FDS INTER TERM TREAS
-$11.0K
4,246
+0%
增持
BAC
BK OF AMERICA CORP COM
-$11.0K
12,999
+0%
增持
AAPL
APPLE INC
+$10.0K
6,079
+0%
增持
—
ISHARES TR
+$10.0K
34,092
+2%
增持
PGX
INVESCO EXCH TRADED FD TR II PFD ETF
-$9.0K
23,075
+1%
增持
HYG
ISHARES TR IBOXX HI YD ETF
-$8.0K
6,149
+1%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$8.0K
2,001
+0%
增持
NYF
ISHARES NEW YORK MUNI BOND ETF
-$7.0K
4,032
+0%
增持
IWO
ISHARES TR RUS 2000 GRW ETF
+$3.0K
2,885
+0%
增持
SHYG
ISHARES TRUST 0-5YR HIGH YIELD CORP BD
+$2.0K
47,954
+2%