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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 24
增持 30
减持 36
清仓 60
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$7.2M
178,830
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.7M
34,913
+374%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.7M
131,345
-20%
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
IVV
ISHARES TR
-$2.1M
59,130
+10%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$1.8M
255,932
-2%
清仓
DNL
WISDOMTREE TR
-$1.5M
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$1.4M
12,767
+4%
清仓
BIV
VANGUARD BD INDEX FDS
-$1.2M
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
增持
QQQ
INVESCO QQQ TR
-$1.0M
14,120
+3%
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$993.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$964.0K
16,294
+2%
清仓
FALN
ISHARES TR
-$794.0K
0
-100%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$763.0K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$744.0K
0
-100%
清仓
ESP
ESPEY MFG & ELECTRS CORP
-$680.0K
0
-100%
清仓
PFFA
ETFIS SER TR I
-$673.0K
0
-100%
清仓
DEED
FIRST TR EXCHNG TRADED FD VI
-$669.0K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$622.0K
29,337
减持
FTXO
FIRST TR EXCHANGE-TRADED FD
-$621.0K
75,914
-7%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$616.0K
0
-100%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$614.0K
29,292
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$612.0K
29,510
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$611.0K
29,909
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$609.0K
31,595
增持
MSFT
MICROSOFT CORP
-$573.0K
15,261
+5%
清仓
FDHY
FIDELITY COVINGTON TRUST
-$571.0K
0
-100%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$571.0K
0
-100%
清仓
ICVT
ISHARES TR
-$554.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$550.0K
1,252
-45%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$511.0K
3,845
增持
JPM
JPMORGAN CHASE & CO
-$511.0K
28,077
+4%
减持
VO
VANGUARD INDEX FDS
-$471.0K
7,528
-8%
清仓
HYDW
DBX ETF TR
-$454.0K
0
-100%
清仓
—
BLACKROCK LONG-TERM MUN ADVA
-$434.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$432.0K
4,592
-57%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$430.0K
0
-100%
清仓
XME
SPDR SER TR
-$429.0K
0
-100%
清仓
SGA
SAGA COMMUNICATIONS INC
-$424.0K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$420.0K
4,376
清仓
SCHA
SCHWAB STRATEGIC TR
-$406.0K
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$401.0K
9,970
减持
XLE
SELECT SECTOR SPDR TR
-$392.0K
6,490
-42%
增持
BX
BLACKSTONE INC
-$392.0K
11,334
+1%
减持
VGT
VANGUARD WORLD FDS
-$384.0K
2,304
-16%
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$384.0K
0
-100%
建仓
—
LAKELAND BANCORP INC
+$382.0K
26,142
建仓
—
LAZARD LTD
+$378.0K
11,673
建仓
CCI
CROWN CASTLE INTL CORP NEW
+$376.0K
2,235
减持
FTEC
FIDELITY COVINGTON TRUST
-$371.0K
12,060
-3%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$371.0K
5,865
清仓
MYN
BLACKROCK MUNIYIELD N Y QUAL
-$367.0K
0
-100%
建仓
NUE
NUCOR CORP
+$366.0K
3,505
建仓
WMB
WILLIAMS COS INC
+$362.0K
11,604
建仓
—
FRANCHISE GROUP INC
+$361.0K
10,285
清仓
XRT
SPDR SER TR
-$360.0K
0
-100%
清仓
—
BLACKROCK MUNIYIELD N J FD I
-$359.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$359.0K
6,199
-10%
减持
KR
KROGER CO
-$348.0K
32,165
-1%
清仓
TGT
TARGET CORP
-$329.0K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$326.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$315.0K
12,817
-3%
增持
SCHD
SCHWAB STRATEGIC TR
-$308.0K
44,797
+0%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$307.0K
0
-100%
减持
WMT
WALMART INC
-$306.0K
7,589
-8%
建仓
UPBD
RENT A CTR INC NEW
+$303.0K
15,560
清仓
NPK
NATIONAL PRESTO INDS INC
-$301.0K
0
-100%
减持
NOBL
PROSHARES TR
-$296.0K
7,114
-25%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$288.0K
62,120
-6%
增持
MRK
MERCK & CO INC
+$285.0K
30,185
+0%
清仓
MYI
BLACKROCK MUNIYIELD QUALITY
-$283.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$275.0K
11,445
-31%
增持
META
META PLATFORMS INC
-$273.0K
4,471
+0%
清仓
VFVA
VANGUARD WELLINGTON FD
-$272.0K
0
-100%
减持
IJR
ISHARES TR
-$272.0K
13,525
-4%
清仓
DBL
DOUBLELINE OPPORTUNISTIC CR
-$271.0K
0
-100%
清仓
MP
MP MATERIALS CORP
-$271.0K
0
-100%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$260.0K
20,368
-1%
清仓
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$260.0K
0
-100%
增持
KO
COCA COLA CO
+$259.0K
13,218
+43%
清仓
FDM
FIRST TR DOW JONES SELECT MI
-$253.0K
0
-100%
建仓
DBA
INVESCO DB MULTI-SECTOR COMM
+$252.0K
12,377
清仓
SUSA
ISHARES TR
-$251.0K
0
-100%
清仓
BUG
GLOBAL X FDS
-$248.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$247.0K
10,222
+2399%
清仓
SYK
STRYKER CORPORATION
-$247.0K
0
-100%
清仓
FDX
FEDEX CORP
-$242.0K
0
-100%
清仓
TOLZ
PROSHARES TR
-$242.0K
0
-100%
清仓
EQRR
PROSHARES TR
-$241.0K
0
-100%
清仓
VDC
VANGUARD WORLD FDS
-$238.0K
0
-100%
建仓
SPEM
SPDR INDEX SHS FDS
+$237.0K
6,806
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$237.0K
9,193
减持
XLV
SELECT SECTOR SPDR TR
-$236.0K
4,190
-26%
增持
F
FORD MTR CO DEL
-$235.0K
54,960
+10%
减持
MIY
BLACKROCK MUNIYIELD MICH QU
-$234.0K
32,840
-37%
清仓
VPU
VANGUARD WORLD FDS
-$231.0K
0
-100%
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$230.0K
0
-100%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$229.0K
0
-100%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$228.0K
0
-100%
清仓
FMAT
FIDELITY COVINGTON TRUST
-$227.0K
0
-100%
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$226.0K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$226.0K
19,888
+25%
清仓
GLDM
WORLD GOLD TR
-$225.0K
0
-100%
增持
TIP
ISHARES TR
+$224.0K
13,395
+28%
增持
ACCO
ACCO BRANDS CORP
+$223.0K
55,501
+218%
增持
VTIP
VANGUARD MALVERN FDS
+$219.0K
105,710
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$218.0K
2,087
+36%
增持
—
EXXON MOBIL CORP
+$218.0K
17,900
+12%
建仓
DGII
DIGI INTL INC
+$218.0K
9,012
清仓
IVE
ISHARES TR
-$217.0K
0
-100%
清仓
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$217.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$216.0K
0
-100%
清仓
—
VICTORY PORTFOLIOS II
-$215.0K
0
-100%
增持
D
DOMINION ENERGY INC
+$215.0K
5,663
+103%
建仓
USB
US BANCORP DEL
+$215.0K
4,676
清仓
PANW
PALO ALTO NETWORKS INC
-$214.0K
0
-100%
清仓
GM
GENERAL MTRS CO
-$213.0K
0
-100%
建仓
WEN
WENDYS CO
+$213.0K
11,297
建仓
C
CITIGROUP INC
+$212.0K
4,615
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$208.0K
0
-100%
清仓
IWF
ISHARES TR
-$206.0K
0
-100%
建仓
COWZ
PACER FDS TR
+$204.0K
4,738
清仓
NEM
NEWMONT CORP
-$203.0K
0
-100%
清仓
INTC
INTEL CORP
-$203.0K
0
-100%
清仓
ETSY
ETSY INC
-$202.0K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$198.0K
4,486
-22%
减持
IHI
ISHARES TR
-$188.0K
17,280
-1%
增持
ET
ENERGY TRANSFER L P
+$188.0K
35,114
+143%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$186.0K
25,165
+52%
减持
XLRE
SELECT SECTOR SPDR TR
-$181.0K
10,008
-18%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$176.0K
13,186
-12%
减持
XLP
SELECT SECTOR SPDR TR
-$175.0K
5,574
-27%
增持
GD
GENERAL DYNAMICS CORP
+$173.0K
2,565
+57%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$173.0K
10,881
-1%
增持
ABBV
ABBVIE INC
-$169.0K
19,255
+0%
减持
XLY
SELECT SECTOR SPDR TR
-$168.0K
2,052
-16%
减持
VTI
VANGUARD INDEX FDS
-$167.0K
1,537
-23%
增持
ITA
ISHARES TR
-$148.0K
13,988
+1%
减持
GOOGL
ALPHABET INC
-$147.0K
96
-25%
减持
CVS
CVS HEALTH CORP
-$143.0K
11,461
-4%
增持
XLK
SELECT SECTOR SPDR TR
-$142.0K
4,839
+2%
清仓
VMO
INVESCO MUN OPPORTUNITY TR
-$142.0K
0
-100%
减持
STLD
STEEL DYNAMICS INC
-$137.0K
3,150
-24%
增持
CWH
CAMPING WORLD HLDGS INC
+$137.0K
15,923
+115%
增持
V
VISA INC
+$136.0K
4,034
+36%
增持
PFE
PFIZER INC
+$135.0K
14,145
+21%
减持
NKE
NIKE INC
-$135.0K
4,101
-0%
减持
XLB
SELECT SECTOR SPDR TR
-$133.0K
2,711
-28%
减持
CSX
CSX CORP
-$130.0K
14,791
-1%
减持
BA
BOEING CO
-$130.0K
1,742
-9%