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Secure Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Secure Asset Management, LLC
报告期 2026-03-31 · CIK 0001800692
持仓数
327
前50大市值合计
$398.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
建仓 41
增持 73
减持 19
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.1M
58,428
+21%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$5.6M
108,245
减持
AAPL
APPLE INC
+$5.3M
180,330
-5%
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。
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$3.7M
3,019
-91%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$3.1M
237,040
+27%
增持
VOO
VANGUARD INDEX FDS
+$3.1M
43,886
+8%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$3.0M
13,215
-80%
清仓
FCTR
FIRST TR EXCHANGE-TRADED FD
-$2.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
11,573
+270%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$2.2M
11,974
-56%
增持
QQQ
INVESCO QQQ TR
+$1.8M
11,474
+49%
建仓
QCLN
FIRST TR EXCHANGE-TRADED FD
+$1.7M
25,514
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.7M
20,892
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$1.4M
17,874
-58%
建仓
ITA
ISHARES TR
+$1.4M
13,465
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$1.3M
66,620
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.3M
22,628
+10%
增持
JPM
JPMORGAN CHASE & CO
+$1.3M
28,813
+44%
建仓
IHI
ISHARES TR
+$1.2M
17,920
减持
FTXR
FIRST TR EXCHANGE-TRADED FD
-$1.1M
27,343
-59%
增持
VTIP
VANGUARD MALVERN FDS
+$985.0K
97,628
+27%
增持
MSFT
MICROSOFT CORP
+$924.0K
16,916
+0%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$899.0K
93,431
+79%
清仓
—
PIMCO DYNAMIC CR INCOME FD
-$827.0K
0
-100%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$815.0K
17,614
建仓
PFFA
ETFIS SER TR I
+$753.0K
29,985
增持
XLK
SELECT SECTOR SPDR TR
+$697.0K
13,725
+9%
清仓
PFFR
ETFIS SER TR I
-$638.0K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$601.0K
15,194
+16%
建仓
QUAL
ISHARES TR
+$562.0K
3,863
减持
ABBV
ABBVIE INC
+$532.0K
19,493
-0%
增持
TSLA
TESLA INC
+$498.0K
861
+62%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$464.0K
8,416
增持
FTEC
FIDELITY COVINGTON TRUST
+$462.0K
13,045
+19%
清仓
EMCB
WISDOMTREE TR
-$453.0K
0
-100%
清仓
—
FUBOTV INC
-$407.0K
0
-100%
增持
PFE
PFIZER INC
+$396.0K
12,093
+63%
增持
VO
VANGUARD INDEX FDS
+$374.0K
10,085
+9%
增持
F
FORD MTR CO DEL
+$370.0K
46,901
+10%
建仓
XLP
SELECT SECTOR SPDR TR
+$354.0K
4,586
清仓
GE
GENERAL ELECTRIC CO
-$334.0K
0
-100%
建仓
ETSY
ETSY INC
+$328.0K
1,500
建仓
XSD
SPDR SER TR
+$316.0K
1,300
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$309.0K
12,845
+47%
增持
IJR
ISHARES TR
+$305.0K
13,788
+18%
建仓
FDM
FIRST TR DOW JONES SELECT MI
+$284.0K
4,443
增持
DNL
WISDOMTREE TR
+$283.0K
36,048
+13%
建仓
FTXO
FIRST TR EXCHANGE-TRADED FD
+$277.0K
8,446
增持
META
META PLATFORMS INC
+$276.0K
4,762
+22%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$274.0K
0
-100%
增持
QCOM
QUALCOMM INC
+$269.0K
3,286
+28%
建仓
SBUX
STARBUCKS CORP
+$269.0K
2,302
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$267.0K
14,166
+28%
建仓
PANW
PALO ALTO NETWORKS INC
+$265.0K
476
建仓
GM
GENERAL MTRS CO
+$265.0K
4,528
建仓
XLE
SELECT SECTOR SPDR TR
+$263.0K
4,740
建仓
DG
DOLLAR GEN CORP NEW
+$257.0K
1,091
建仓
PYPL
PAYPAL HLDGS INC
+$255.0K
1,350
清仓
PAWZ
PROSHARES TR
-$254.0K
0
-100%
建仓
TOLZ
PROSHARES TR
+$252.0K
5,274
清仓
IWC
ISHARES TR
-$249.0K
0
-100%
建仓
PULS
PGIM ETF TR
+$246.0K
4,976
清仓
LULU
LULULEMON ATHLETICA INC
-$242.0K
0
-100%
建仓
FDX
FEDEX CORP
+$241.0K
932
清仓
—
MEDTRONIC PLC
-$240.0K
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$237.0K
13,955
+27%
建仓
EQRR
PROSHARES TR
+$236.0K
4,645
建仓
PDP
INVESCO EXCHANGE TRADED FD T
+$232.0K
2,450
建仓
XHB
SPDR SER TR
+$232.0K
2,708
减持
BA
BOEING CO
-$230.0K
2,628
-24%
清仓
STZ
CONSTELLATION BRANDS INC
-$228.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$224.0K
336
增持
PG
PROCTER AND GAMBLE CO
+$223.0K
9,067
+1%
建仓
FIW
FIRST TR EXCHANGE TRADED FD
+$222.0K
2,346
建仓
CL
COLGATE PALMOLIVE CO
+$221.0K
2,588
建仓
IYW
ISHARES TR
+$219.0K
1,907
建仓
QTUM
ETF SER SOLUTIONS
+$219.0K
3,917
建仓
ILMN
ILLUMINA INC
+$218.0K
572
建仓
—
GLOBAL X FDS
+$217.0K
7,737
减持
CVS
CVS HEALTH CORP
+$216.0K
12,024
-0%
建仓
D
DOMINION ENERGY INC
+$215.0K
2,734
清仓
IEFA
ISHARES TR
-$215.0K
0
-100%
建仓
MP
MP MATERIALS CORP
+$214.0K
4,703
清仓
XAR
SPDR SER TR
-$212.0K
0
-100%
建仓
—
VICTORY PORTFOLIOS II
+$211.0K
4,694
建仓
AZO
AUTOZONE INC
+$210.0K
100
建仓
AMAT
APPLIED MATLS INC
+$206.0K
1,309
增持
TIP
ISHARES TR
+$206.0K
6,394
+32%
建仓
IYH
ISHARES TR
+$206.0K
684
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$205.0K
7,379
-35%
增持
UPS
UNITED PARCEL SERVICE INC
+$205.0K
3,543
+16%
清仓
SRVR
PACER FDS TR
-$201.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$201.0K
1,899
-2%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$200.0K
3,831
增持
XLRE
SELECT SECTOR SPDR TR
+$191.0K
9,043
+45%
增持
CVX
CHEVRON CORP NEW
+$181.0K
3,789
+45%
增持
NKE
NIKE INC
+$167.0K
4,397
+13%
增持
LIT
GLOBAL X FDS
+$164.0K
4,381
+74%
增持
WMT
WALMART INC
+$155.0K
9,065
+9%
增持
CSX
CSX CORP
+$153.0K
19,412
+0%
清仓
—
BLACKROCK MUNIYIELD CALIF FD
-$152.0K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$150.0K
2,250
+2%
增持
VTI
VANGUARD INDEX FDS
+$146.0K
1,889
+35%
增持
BX
BLACKSTONE INC
+$146.0K
10,622
+1%
增持
HD
HOME DEPOT INC
+$140.0K
1,552
+1%
增持
MRK
MERCK & CO INC
+$136.0K
29,897
+4%
增持
VTV
VANGUARD INDEX FDS
+$124.0K
3,640
+20%
增持
FALN
ISHARES TR
+$124.0K
28,924
+17%
减持
KR
KROGER CO
+$111.0K
33,002
-4%
增持
XLF
SELECT SECTOR SPDR TR
+$108.0K
10,156
+33%
减持
DBL
DOUBLELINE OPPORTUNISTIC CR
-$105.0K
16,149
-23%
清仓
SRNE
SORRENTO THERAPEUTICS INC
-$103.0K
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$99.0K
8,698
+23%
增持
RINF
PROSHARES TR
+$99.0K
19,287
+16%
增持
MCD
MCDONALDS CORP
+$98.0K
3,403
+1%
增持
DEED
FIRST TR EXCHNG TRADED FD VI
+$96.0K
29,504
+16%
增持
VFQY
VANGUARD WELLINGTON FD
+$95.0K
2,380
+35%
增持
XLV
SELECT SECTOR SPDR TR
+$95.0K
4,055
+8%
增持
DIS
DISNEY WALT CO
+$94.0K
7,599
+19%
减持
CRM
SALESFORCE COM INC
-$92.0K
1,284
-17%
减持
V
VISA INC
-$88.0K
2,676
-11%
增持
XLI
SELECT SECTOR SPDR TR
+$86.0K
3,928
+17%
增持
AMZN
AMAZON COM INC
+$85.0K
401
+5%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$85.0K
4,998
+21%
增持
PSA
PUBLIC STORAGE
+$84.0K
1,068
+0%
增持
UNP
UNION PAC CORP
+$82.0K
1,437
+0%
增持
ESP
ESPEY MFG & ELECTRS CORP
+$81.0K
45,280
+17%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$81.0K
10,313
+16%
增持
CCI
CROWN CASTLE INTL CORP NEW
+$80.0K
1,618
+9%
增持
FDHY
FIDELITY COVINGTON TRUST
+$79.0K
11,536
+17%
增持
VYM
VANGUARD WHITEHALL FDS
+$78.0K
7,627
+1%
增持
NEE
NEXTERA ENERGY INC
+$78.0K
5,127
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$78.0K
7,372
+17%
增持
NOBL
PROSHARES TR
+$77.0K
3,948
+12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$76.0K
1,669
-1%
增持
XLU
SELECT SECTOR SPDR TR
+$75.0K
4,697
+15%
增持
SRLN
SSGA ACTIVE ETF TR
+$75.0K
12,359
+16%
增持
LOW
LOWES COS INC
+$73.0K
1,309
+0%
减持
PEP
PEPSICO INC
-$72.0K
2,098
-28%
增持
HYDW
DBX ETF TR
+$71.0K
10,024
+17%
增持
XLY
SELECT SECTOR SPDR TR
+$70.0K
2,440
+2%
减持
—
BEYOND AIR INC
-$70.0K
11,827
-28%
减持
JNJ
JOHNSON & JOHNSON
-$70.0K
6,739
-11%
增持
KO
COCA COLA CO
+$69.0K
8,816
+2%
增持
—
CARNIVAL CORP
-$66.0K
17,451
+5%
增持
MIY
BLACKROCK MUNIYLD MICH QLTY
+$66.0K
34,755
+15%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$63.0K
6,564
+10%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$63.0K
1,373
+55%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$61.0K
783
+18%
增持
FLTR
VANECK ETF TRUST
+$60.0K
18,424
+15%
