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B.O.S.S. Retirement Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
B.O.S.S. Retirement Advisors, LLC
报告期 2026-03-31 · CIK 0001964810
持仓数
174
前50大市值合计
$267.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 27
增持 81
减持 32
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$3.2M
55,471
+4%
减持
AAPL
APPLE INC
+$2.7M
79,717
-1%
减持
NVDA
NVIDIA CORPORATION
+$2.1M
16,886
-6%
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。
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$1.9M
55,426
建仓
UNM
UNUM GROUP
+$1.9M
47,884
增持
MCD
MCDONALDS CORP
+$1.8M
12,246
+96%
增持
AMZN
AMAZON COM INC
+$1.8M
72,057
+7%
清仓
WU
WESTERN UN CO
-$1.6M
0
-100%
建仓
TFC
TRUIST FINL CORP
+$1.6M
46,007
清仓
SRE
SEMPRA
-$1.5M
0
-100%
减持
SHV
ISHARES TR
-$1.4M
2,703
-82%
增持
META
META PLATFORMS INC
+$1.3M
13,658
+5%
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$1.3M
52,961
清仓
SCHP
SCHWAB STRATEGIC TR
-$1.2M
0
-100%
增持
TSLA
TESLA INC
+$1.2M
12,422
+13%
建仓
TAIL
CAMBRIA ETF TR
+$1.2M
83,115
减持
SPYM
SPDR SER TR
-$1.2M
333,840
-13%
清仓
ITOT
ISHARES TR
-$1.2M
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
+$1.2M
23,952
+58%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
24,328
+21%
增持
GPC
GENUINE PARTS CO
+$1.1M
17,966
+62%
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$1.0M
0
-100%
减持
HEI/A
HEICO CORP NEW
-$969.2K
9,903
-49%
减持
PRU
PRUDENTIAL FINL INC
-$961.7K
22,658
-21%
增持
GOOGL
ALPHABET INC
+$960.5K
39,954
+11%
减持
INTC
INTEL CORP
-$951.9K
46,145
-50%
增持
IVV
ISHARES TR
+$924.2K
27,892
+2%
减持
CAT
CATERPILLAR INC
-$839.6K
4,714
-41%
增持
IWY
ISHARES TR
+$782.1K
31,036
+6%
增持
—
EXXON MOBIL CORP
+$776.2K
55,722
+15%
增持
GOOG
ALPHABET INC
+$743.8K
15,646
+57%
增持
MRK
MERCK & CO INC
+$730.8K
28,210
+38%
建仓
—
ISHARES TR
+$722.6K
28,684
增持
CRM
SALESFORCE INC
+$704.0K
9,373
+6%
建仓
—
ISHARES TR
+$644.5K
25,979
减持
MET
METLIFE INC
-$636.9K
27,351
-11%
建仓
APRW
AIM ETF PRODUCTS TRUST
+$631.3K
23,361
增持
—
ACCENTURE PLC IRELAND
+$630.7K
3,143
+214%
增持
COST
COSTCO WHSL CORP NEW
+$618.8K
5,224
+21%
增持
CVX
CHEVRON CORP NEW
+$590.4K
36,239
+22%
增持
AMD
ADVANCED MICRO DEVICES INC
+$579.4K
16,908
+2%
增持
NRG
NRG ENERGY INC
+$551.8K
51,731
+35%
增持
IDXX
IDEXX LABS INC
+$551.7K
4,603
+7%
增持
TEAM
ATLASSIAN CORPORATION
+$539.6K
6,887
+39%
增持
HUBS
HUBSPOT INC
+$496.8K
3,380
+3%
减持
—
NORTHERN LTS FD TR IV
+$485.5K
190,683
-2%
减持
BIL
SPDR SER TR
-$471.2K
18,780
-22%
减持
CFG
CITIZENS FINL GROUP INC
-$468.6K
44,170
-4%
增持
CMS
CMS ENERGY CORP
+$459.3K
33,245
+33%
增持
DTE
DTE ENERGY CO
+$459.0K
14,911
+49%
增持
SHOP
SHOPIFY INC
+$447.5K
32,481
+2%
增持
NI
NISOURCE INC
+$441.7K
88,077
+20%
增持
T
AT&T INC
+$432.2K
231,125
+6%
减持
SBUX
STARBUCKS CORP
-$402.8K
6,113
-42%
清仓
VV
VANGUARD INDEX FDS
-$392.0K
0
-100%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$380.7K
14,929
-32%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$361.9K
2,922
-39%
增持
KEY
KEYCORP
-$358.0K
102,979
+9%
增持
TLT
ISHARES TR
+$355.9K
39,625
+2%
增持
CSCO
CISCO SYS INC
+$351.5K
40,817
+9%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$339.1K
33,041
+17%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$338.8K
172,683
+7%
增持
VXUS
VANGUARD STAR FDS
+$331.9K
25,895
+22%
清仓
SPTL
SPDR SER TR
-$323.8K
0
-100%
减持
CSGP
COSTAR GROUP INC
-$319.3K
35,390
-1%
增持
QQQ
INVESCO QQQ TR
+$314.4K
2,562
+34%
增持
WDAY
WORKDAY INC
+$312.8K
5,817
+10%
增持
IAUM
ISHARES GOLD TR
+$305.8K
82,250
+14%
增持
CI
THE CIGNA GROUP
-$302.0K
5,150
+5%
增持
SCHX
SCHWAB STRATEGIC TR
+$300.6K
86,648
+1%
建仓
ILTB
ISHARES TR
+$296.6K
5,520
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$292.3K
5,791
+0%
增持
PLD
PROLOGIS INC.
+$291.8K
17,288
+4%
增持
NOW
SERVICENOW INC
+$291.7K
2,302
+15%
增持
EIX
EDISON INTL
+$291.5K
30,029
+4%
清仓
MDYV
SPDR SER TR
-$288.9K
0
-100%
增持
LNT
ALLIANT ENERGY CORP
+$283.5K
34,092
+22%
增持
OKTA
OKTA INC
+$282.6K
15,174
+1%
减持
—
INVESCO LTD
-$275.5K
93,395
-7%
清仓
SLQD
ISHARES TR
-$272.1K
0
-100%
增持
PFE
PFIZER INC
-$268.3K
46,111
+10%
减持
HON
HONEYWELL INTL INC
-$265.5K
10,408
-1%
增持
WEC
WEC ENERGY GROUP INC
+$264.2K
18,220
+17%
建仓
SPYG
SPDR SER TR
+$262.4K
4,741
建仓
EBAY
EBAY INC.
+$256.2K
5,773
建仓
IGSB
ISHARES TR
+$250.9K
4,963
增持
V
VISA INC
+$249.9K
10,555
+3%
增持
IWX
ISHARES TR
+$249.8K
50,275
+8%
增持
WFC
WELLS FARGO CO NEW
-$248.4K
79,749
+2%
增持
USB
US BANCORP DEL
-$246.1K
59,539
+9%
增持
EFG
ISHARES TR
+$245.7K
18,795
+4%
增持
PEP
PEPSICO INC
+$242.4K
15,944
+8%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$233.9K
46,198
-6%
建仓
COR
AMERISOURCEBERGEN CORP
+$233.0K
1,455
减持
OKE
ONEOK INC NEW
-$229.9K
34,903
-6%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$228.7K
800
建仓
ELV
ELEVANCE HEALTH INC
+$226.5K
493
建仓
PCAR
PACCAR INC
+$226.2K
3,090
建仓
NUE
NUCOR CORP
+$225.5K
1,460
建仓
TGT
TARGET CORP
+$225.3K
1,360
增持
EMR
EMERSON ELEC CO
-$224.9K
49,925
+5%
增持
BAC
BANK AMERICA CORP
-$219.5K
85,578
+6%
建仓
—
FERGUSON PLC NEW
+$218.7K
1,635
建仓
—
DISCOVER FINL SVCS
+$218.6K
2,212
建仓
MRSH
MARSH & MCLENNAN COS INC
+$217.8K
1,308
增持
JANT
AIM ETF PRODUCTS TRUST
+$216.3K
119,535
+1%
建仓
NKE
NIKE INC
+$216.1K
1,762
建仓
—
CHUBB LIMITED
+$213.4K
1,099
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$212.5K
11,949
+6%
增持
IWM
ISHARES TR
+$212.4K
21,343
+4%
增持
VEEV
VEEVA SYS INC
+$210.7K
7,323
+4%
建仓
AMP
AMERIPRISE FINL INC
+$207.8K
678
清仓
FDVV
FIDELITY COVINGTON TRUST
-$205.6K
0
-100%
建仓
IWF
ISHARES TR
+$205.2K
840
建仓
UPS
UNITED PARCEL SERVICE INC
+$201.9K
1,040
建仓
LLY
LILLY ELI & CO
+$200.7K
584
减持
OMC
OMNICOM GROUP INC
-$189.9K
24,505
-20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$189.8K
50,248
+12%
减持
—
LAM RESEARCH CORP
+$188.4K
1,819
-1%
增持
ABBV
ABBVIE INC
+$186.3K
15,636
+10%
增持
DFAU
DIMENSIONAL ETF TRUST
+$178.0K
33,764
+15%
增持
UNH
UNITEDHEALTH GROUP INC
-$176.1K
7,793
+7%
增持
ABT
ABBOTT LABS
-$172.2K
27,597
+2%
增持
EDIV
SPDR INDEX SHS FDS
+$171.8K
39,630
+10%
增持
BND
VANGUARD BD INDEX FDS
+$171.5K
27,698
+6%
减持
NFLX
NETFLIX INC
+$170.8K
4,722
-5%
增持
JULW
AIM ETF PRODUCTS TRUST
+$167.7K
121,576
+1%
增持
IEMG
ISHARES INC
+$166.9K
71,215
+1%
增持
HPQ
HP INC
+$166.4K
59,691
+1%
减持
WSO
WATSCO INC
-$164.7K
6,347
-28%
减持
VOO
VANGUARD INDEX FDS
+$159.9K
30,180
-5%
增持
PG
PROCTER AND GAMBLE CO
+$155.4K
19,700
+8%
增持
PM
PHILIP MORRIS INTL INC
+$154.3K
30,533
+10%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$152.2K
20,479
+13%
增持
UNP
UNION PAC CORP
+$148.3K
9,085
+12%
减持
—
JOHNSON CTLS INTL PLC
-$147.7K
34,476
-1%
减持
VLO
VALERO ENERGY CORP
+$144.6K
24,491
-5%
增持
JPM
JPMORGAN CHASE & CO
+$144.0K
4,048
+42%
增持
ETR
ENTERGY CORP NEW
+$141.9K
18,484
+12%
增持
NEE
NEXTERA ENERGY INC
-$140.5K
26,528
+1%
减持
MSCI
MSCI INC
+$139.9K
1,564
-1%
增持
PKG
PACKAGING CORP AMER
+$139.5K
12,100
+0%
增持
IEFA
ISHARES TR
+$136.0K
8,248
+22%
减持
XLE
SELECT SECTOR SPDR TR
-$135.3K
4,040
-25%
增持
AGG
ISHARES TR
+$124.2K
8,009
+15%
减持
AGGY
WISDOMTREE TR
-$124.2K
4,775
-39%
减持
—
INTERPUBLIC GROUP COS INC
-$119.6K
54,423
-16%
减持
ADSK
AUTODESK INC
+$116.0K
5,484
-0%
增持
PYPL
PAYPAL HLDGS INC
+$115.9K
11,015
+9%
增持
CAG
CONAGRA BRANDS INC
+$115.7K
52,610
+9%
