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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 72
减持 43
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$8.4M
85,982
+45%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$5.4M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$4.5M
43,179
+792%
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
QQQ
INVESCO QQQ TR
-$3.4M
1,997
-86%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.7M
0
-100%
减持
FTXO
FIRST TR EXCHANGE-TRADED FD
-$1.2M
29,480
-61%
增持
XLE
SELECT SECTOR SPDR TR
+$850.0K
18,241
+181%
增持
AAPL
APPLE INC
+$833.0K
182,948
+2%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$814.0K
278,117
+9%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$794.0K
35,492
+169%
减持
FNDF
SCHWAB STRATEGIC TR
-$613.0K
10,234
-67%
建仓
NEM
NEWMONT CORP
+$515.0K
12,248
清仓
IYF
ISHARES TR
-$468.0K
0
-100%
清仓
QUAL
ISHARES TR
-$460.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$407.0K
42,182
-6%
减持
MSFT
MICROSOFT CORP
-$383.0K
15,185
-0%
建仓
—
CANO HEALTH INC
+$380.0K
43,843
减持
ABBV
ABBVIE INC
-$368.0K
19,228
-0%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$363.0K
44,498
-28%
增持
NVDA
NVIDIA CORPORATION
-$343.0K
13,114
+3%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$307.0K
1,644
-57%
增持
VOO
VANGUARD INDEX FDS
-$288.0K
16,337
+0%
增持
VTIP
VANGUARD MALVERN FDS
+$260.0K
115,535
+9%
清仓
LIT
GLOBAL X FDS
-$254.0K
0
-100%
清仓
DBA
INVESCO DB MULTI-SECTOR COMM
-$252.0K
0
-100%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$242.0K
0
-100%
减持
IHI
ISHARES TR
-$241.0K
13,369
-23%
增持
VTI
VANGUARD INDEX FDS
+$236.0K
2,930
+91%
建仓
OXY
OCCIDENTAL PETE CORP
+$224.0K
3,649
清仓
ORCL
ORACLE CORP
-$224.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$219.0K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$218.0K
0
-100%
建仓
AMAT
APPLIED MATLS INC
+$218.0K
2,663
清仓
DGII
DIGI INTL INC
-$218.0K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$213.0K
0
-100%
清仓
WEN
WENDYS CO
-$213.0K
0
-100%
建仓
SMPL
SIMPLY GOOD FOODS CO
+$210.0K
6,553
清仓
STLD
STEEL DYNAMICS INC
-$208.0K
0
-100%
清仓
VFH
VANGUARD WORLD FDS
-$208.0K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$206.0K
0
-100%
清仓
RAVI
FLEXSHARES TR
-$206.0K
0
-100%
清仓
DOW
DOW INC
-$205.0K
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$204.0K
653
清仓
COWZ
PACER FDS TR
-$204.0K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$204.0K
23,789
+20%
建仓
—
MARATHON OIL CORP
+$204.0K
9,023
清仓
CAT
CATERPILLAR INC
-$202.0K
0
-100%
建仓
FISV
FISERV INC
+$202.0K
2,156
清仓
XLB
SELECT SECTOR SPDR TR
-$200.0K
0
-100%
建仓
CTVA
CORTEVA INC
+$200.0K
3,501
增持
F
FORD MTR CO DEL
+$197.0K
72,198
+31%
减持
MRK
MERCK & CO INC
-$192.0K
29,730
-2%
增持
JPM
JPMORGAN CHASE & CO
-$190.0K
28,438
+1%
减持
XLRE
SELECT SECTOR SPDR TR
-$185.0K
6,233
-38%
清仓
—
CARNIVAL CORP
-$165.0K
0
-100%
增持
ET
ENERGY TRANSFER L P
+$165.0K
46,657
+33%
增持
—
LAKELAND BANCORP INC
+$162.0K
33,978
+30%
增持
PG
PROCTER AND GAMBLE CO
-$162.0K
10,042
+1%
减持
IJR
ISHARES TR
-$152.0K
12,592
-7%
增持
CVX
CHEVRON CORP NEW
+$150.0K
6,723
+19%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$150.0K
12,495
-3%
建仓
RPAY
REPAY HLDGS CORP
+$147.0K
20,886
建仓
ESP
ESPEY MFG & ELECTRS CORP
+$146.0K
10,600
增持
—
INVESCO EXCH TRD SLF IDX FD
+$137.0K
36,000
+23%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$136.0K
32,460
-26%
增持
RINF
PROSHARES TR
+$132.0K
23,314
+21%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$132.0K
35,599
+21%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$129.0K
36,321
+23%
增持
CWH
CAMPING WORLD HLDGS INC
+$127.0K
18,620
+17%
增持
VZ
VERIZON COMMUNICATIONS INC
-$126.0K
12,365
+5%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$124.0K
4,361
-13%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$123.0K
36,805
+23%
增持
TIP
ISHARES TR
+$123.0K
15,716
+17%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$116.0K
38,894
+23%
减持
XLP
SELECT SECTOR SPDR TR
-$113.0K
4,332
-22%
增持
—
EXXON MOBIL CORP
+$112.0K
18,843
+5%
增持
KR
KROGER CO
-$108.0K
32,329
+1%
增持
META
META PLATFORMS INC
-$108.0K
4,516
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$108.0K
30,328
+21%
增持
ITA
ISHARES TR
-$106.0K
14,047
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$106.0K
10,392
+19%
增持
SRLN
SSGA ACTIVE ETF TR
+$106.0K
17,112
+20%
增持
FLTR
VANECK ETF TRUST
+$105.0K
25,949
+19%
增持
—
LAZARD LTD
+$102.0K
15,089
+29%
减持
XLV
SELECT SECTOR SPDR TR
-$99.0K
3,614
-14%
增持
WMB
WILLIAMS COS INC
+$98.0K
16,074
+39%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$95.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$92.0K
5,729
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$90.0K
8,886
-22%
减持
FTEC
FIDELITY COVINGTON TRUST
-$89.0K
11,824
-2%
减持
DIS
DISNEY WALT CO
-$88.0K
5,273
-15%
增持
NOBL
PROSHARES TR
+$86.0K
8,671
+22%
减持
V
VISA INC
-$84.0K
3,996
-1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$83.0K
8,075
+38%
增持
GD
GENERAL DYNAMICS CORP
+$79.0K
3,048
+19%
增持
NKE
NIKE INC
-$77.0K
4,109
+0%
减持
XLI
SELECT SECTOR SPDR TR
-$76.0K
3,814
-15%
减持
UPS
UNITED PARCEL SERVICE INC
-$76.0K
2,347
-6%
减持
QCOM
QUALCOMM INC
-$75.0K
3,950
-3%
增持
PFE
PFIZER INC
-$73.0K
15,298
+8%
增持
AEP
AMERICAN ELEC PWR CO INC
+$66.0K
5,624
+29%
增持
PULS
PGIM ETF TR
+$63.0K
10,379
+14%
减持
IXC
ISHARES TR
-$62.0K
19,555
-7%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$59.0K
10,722
-1%
减持
MCD
MCDONALDS CORP
-$57.0K
3,326
-0%
增持
T
AT&T INC
-$56.0K
11,029
+3%
增持
VO
VANGUARD INDEX FDS
-$56.0K
7,590
+1%
增持
CCI
CROWN CASTLE INC
+$56.0K
2,989
+34%
增持
SNY
SANOFI
-$52.0K
11,076
+17%
增持
D
DOMINION ENERGY INC
+$51.0K
7,274
+28%
减持
XLU
SELECT SECTOR SPDR TR
-$50.0K
3,687
-12%
增持
DTE
DTE ENERGY CO
-$46.0K
6,889
+4%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$45.0K
17,874
-12%
减持
WMT
WALMART INC
-$44.0K
6,779
-11%
减持
AMZN
AMAZON COM INC
+$42.0K
9,984
-2%
减持
AXP
AMERICAN EXPRESS CO
-$42.0K
2,112
-10%
增持
UPBD
RENT A CTR INC NEW
+$41.0K
19,662
+26%
减持
CSX
CSX CORP
-$39.0K
14,679
-1%
增持
KO
COCA COLA CO
+$38.0K
15,529
+17%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$35.0K
797
+15%
减持
PSA
PUBLIC STORAGE
-$35.0K
1,088
-4%
减持
—
BLACKROCK INC
-$32.0K
384
-4%
增持
BX
BLACKSTONE INC
-$32.0K
11,966
+6%
增持
VGT
VANGUARD WORLD FDS
-$31.0K
2,345
+2%
增持
CRM
SALESFORCE INC
-$30.0K
2,589
+6%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$29.0K
1,648
+1%
减持
XLY
SELECT SECTOR SPDR TR
-$27.0K
1,790
-13%
增持
MIY
BLACKROCK MUNIYIELD MICH QU
+$26.0K
36,972
+13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$25.0K
4,625
+1%
增持
ACCO
ACCO BRANDS CORP
+$25.0K
78,971
+42%
减持
HD
HOME DEPOT INC
-$24.0K
2,337
-4%
增持
UNP
UNION PAC CORP
-$24.0K
1,417
+1%
增持
FHLC
FIDELITY COVINGTON TRUST
-$23.0K
8,456
+0%
增持
—
NUVEEN INTER DURATION MUN TE
+$21.0K
20,575
+14%
减持
SO
SOUTHERN CO
-$21.0K
3,101
-5%
增持
VXF
VANGUARD INDEX FDS
-$20.0K
4,940
+0%
增持
ATEN
A10 NETWORKS INC
+$20.0K
14,506
+21%
增持
GOOGL
ALPHABET INC
+$20.0K
2,389
+2389%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$19.0K
1,161
-4%
减持
CVS
CVS HEALTH CORP
+$19.0K
11,336
-1%
减持
PEP
PEPSICO INC
-$18.0K
2,266
-3%
增持
LOW
LOWES COS INC
+$18.0K
1,313
+0%
增持
HON
HONEYWELL INTL INC
-$18.0K
2,864
+0%
减持
DAL
DELTA AIR LINES INC DEL
-$18.0K
12,391
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$12.0K
2,353
+13%
建仓
—
GRAN TIERRA ENERGY INC
+$12.0K
10,000
增持
VHT
VANGUARD WORLD FDS
+$11.0K
1,279
+10%
增持
SPY
SPDR S&P 500 ETF TR
-$10.0K
1,294
+3%
增持
NEE
NEXTERA ENERGY INC
+$10.0K
6,091
+1%
增持
SLV
ISHARES SILVER TR
-$10.0K
12,263
+2%