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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 65
减持 53
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
SGOV
ISHARES TR
-$3.7M
37,400
-49%
增持
VTI
VANGUARD INDEX FDS
+$2.9M
70,005
+29%
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$2.8M
115,794
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。
清仓
XJUN
FIRST TR EXCHNG TRADED FD VI
-$2.0M
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.6M
60,696
-31%
建仓
—
LISTED FD TR
+$1.3M
44,944
减持
MA
MASTERCARD INCORPORATED
-$1.2M
11,403
-21%
清仓
BIL
SPDR SER TR
-$952.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$820.9K
41,293
+8%
减持
DECW
AIM ETF PRODUCTS TRUST
-$797.4K
26,985
-52%
增持
IWY
ISHARES TR
+$750.5K
41,471
+17%
清仓
—
ISHARES TR
-$749.2K
0
-100%
增持
—
EXXON MOBIL CORP
+$712.6K
42,658
+6%
清仓
MAYW
AIM ETF PRODUCTS TRUST
-$688.9K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$679.8K
7,362
+17%
建仓
AUGT
AIM ETF PRODUCTS TRUST
+$675.8K
28,288
增持
COST
COSTCO WHSL CORP NEW
+$666.9K
3,231
+50%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$666.8K
22,271
增持
VXUS
VANGUARD STAR FDS
+$662.6K
74,412
+26%
建仓
PAUG
INNOVATOR ETFS TR
+$661.0K
21,287
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$655.4K
17,090
建仓
JANW
AIM ETF PRODUCTS TRUST
+$654.0K
22,692
减持
F
FORD MTR CO DEL
-$650.0K
154,729
-9%
建仓
JULT
AIM ETF PRODUCTS TRUST
+$648.3K
21,009
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$637.9K
0
-100%
增持
AAPL
APPLE INC
-$636.8K
78,010
+8%
建仓
—
LISTED FD TR
+$635.4K
19,433
减持
—
INTERPUBLIC GROUP COS INC
-$565.3K
45,030
-6%
减持
OMC
OMNICOM GROUP INC
-$557.7K
20,406
-7%
清仓
VNLA
JANUS DETROIT STR TR
-$543.6K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$529.0K
20,414
-6%
建仓
THC
TENET HEALTHCARE CORP
+$493.6K
7,491
减持
VOO
VANGUARD INDEX FDS
-$488.9K
30,566
-0%
增持
ABBV
ABBVIE INC
+$488.4K
17,479
+11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$474.5K
64,128
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$465.0K
12,676
+9%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$462.5K
42,519
+24%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$460.1K
58,941
-5%
增持
MSFT
MICROSOFT CORP
-$449.5K
56,524
+5%
增持
TLT
ISHARES TR
-$446.6K
41,546
+4%
增持
TEAM
ATLASSIAN CORPORATION
+$413.3K
10,596
+3%
增持
BND
VANGUARD BD INDEX FDS
+$405.5K
44,280
+20%
增持
TSLA
TESLA INC
+$402.2K
16,084
+16%
减持
D
DOMINION ENERGY INC
-$398.3K
38,596
-6%
增持
MCD
MCDONALDS CORP
-$377.6K
15,004
+3%
增持
SPYM
SPDR SER TR
-$370.5K
297,592
+1%
减持
CAG
CONAGRA BRANDS INC
-$368.0K
46,955
-4%
减持
HPQ
HP INC
-$367.6K
54,483
-5%
增持
AFL
AFLAC INC
+$365.8K
28,703
+9%
减持
GPC
GENUINE PARTS CO
-$362.9K
9,488
-7%
增持
DFAU
DIMENSIONAL ETF TRUST
+$355.7K
61,309
+28%
减持
PM
PHILIP MORRIS INTL INC
-$352.2K
25,794
-8%
减持
NI
NISOURCE INC
-$351.8K
75,349
-7%
减持
—
INVESCO LTD
-$342.7K
92,402
-8%
增持
JPM
JPMORGAN CHASE & CO
+$339.9K
24,954
+11%
增持
CVX
CHEVRON CORP NEW
+$339.7K
28,504
+0%
增持
LLY
ELI LILLY & CO
+$338.5K
4,334
+2%
增持
CMCSA
COMCAST CORP NEW
+$336.3K
55,715
+8%
增持
CSGP
COSTAR GROUP INC
-$334.5K
37,680
+4%
建仓
LTPZ
PIMCO ETF TR
+$331.8K
6,314
增持
IWX
ISHARES TR
+$326.9K
65,324
+12%
增持
CSCO
CISCO SYS INC
+$322.9K
49,642
+9%
清仓
IWF
ISHARES TR
-$322.6K
0
-100%
减持
GIS
GENERAL MLS INC
-$322.0K
19,087
-5%
增持
IVV
ISHARES TR
-$318.7K
28,390
+1%
增持
META
META PLATFORMS INC
+$315.4K
13,516
+4%
增持
IAUM
ISHARES GOLD TR
+$312.0K
100,615
+25%
增持
IEX
IDEX CORP
+$312.0K
15,477
+15%
减持
PFE
PFIZER INC
-$300.1K
41,177
-9%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$299.4K
28,185
-7%
清仓
SHV
ISHARES TR
-$299.2K
0
-100%
减持
EIX
EDISON INTL
-$294.9K
25,853
-7%
增持
RTX
RTX CORPORATION
-$292.9K
16,447
+9%
增持
UNP
UNION PAC CORP
+$290.0K
2,721
+111%
减持
CMS
CMS ENERGY CORP
-$289.2K
28,547
-7%
减持
BEN
FRANKLIN RESOURCES INC
-$284.9K
61,071
-9%
清仓
—
SIMPLIFY EXCHANGE TRADED FUN
-$281.8K
0
-100%
减持
FE
FIRSTENERGY CORP
-$273.2K
34,665
-8%
减持
AEP
AMERICAN ELEC PWR CO INC
-$272.9K
18,011
-7%
减持
HTRB
HARTFORD FDS EXCHANGE TRADED
-$271.4K
59,257
-9%
增持
JBHT
HUNT J B TRANS SVCS INC
+$268.5K
9,912
+12%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$267.2K
22,079
-10%
增持
EFV
ISHARES TR
+$261.1K
42,921
+14%
减持
DTE
DTE ENERGY CO
-$260.3K
13,818
-7%
清仓
IGSB
ISHARES TR
-$259.0K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$256.3K
0
-100%
减持
PPL
PPL CORP
-$249.2K
52,568
-7%
增持
OKTA
OKTA INC
+$247.7K
20,099
+0%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$246.5K
5,154
清仓
AMD
ADVANCED MICRO DEVICES INC
-$245.6K
0
-100%
增持
DOW
DOW INC
+$241.4K
48,216
+14%
增持
—
LINDE PLC
+$239.6K
7,479
+12%
建仓
VDE
VANGUARD WORLD FDS
+$238.5K
1,882
减持
SON
SONOCO PRODS CO
-$236.1K
25,117
-7%
减持
CMA
COMERICA INC
-$234.2K
34,033
-13%
减持
OGE
OGE ENERGY CORP
-$234.2K
40,246
-8%
清仓
FMAT
FIDELITY COVINGTON TRUST
-$231.9K
0
-100%
减持
TFC
TRUIST FINL CORP
-$230.8K
46,807
-10%
减持
LNT
ALLIANT ENERGY CORP
-$228.7K
28,901
-7%
增持
TJX
TJX COS INC NEW
+$227.7K
19,204
+10%
清仓
VCR
VANGUARD WORLD FDS
-$226.6K
0
-100%
清仓
CUBE
CUBESMART
-$226.1K
0
-100%
减持
USB
US BANCORP DEL
-$225.9K
51,000
-12%
减持
WEC
WEC ENERGY GROUP INC
-$222.4K
15,221
-7%
增持
IDXX
IDEXX LABS INC
-$222.0K
4,972
+4%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$221.2K
135,006
-10%
减持
FITB
FIFTH THIRD BANCORP
-$218.3K
57,781
-10%
增持
IWS
ISHARES TR
+$218.3K
21,482
+17%
减持
WSO
WATSCO INC
-$218.1K
5,596
-8%
减持
IDEV
ISHARES TR
-$216.5K
30,333
-7%
清仓
KR
KROGER CO
-$216.1K
0
-100%
增持
—
NORTHERN LTS FD TR IV
-$209.7K
205,806
+7%
清仓
TXN
TEXAS INSTRS INC
-$208.4K
0
-100%
建仓
XLB
SELECT SECTOR SPDR TR
+$207.6K
2,642
增持
INTC
INTEL CORP
+$207.5K
45,853
+8%
增持
SHOP
SHOPIFY INC
-$205.6K
27,174
+4%
增持
IWM
ISHARES TR
-$203.0K
22,537
+1%
清仓
APD
AIR PRODS & CHEMS INC
-$202.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$196.8K
15,028
+0%
减持
ETR
ENTERGY CORP NEW
-$194.7K
16,930
-6%
减持
IWP
ISHARES TR
-$192.2K
7,505
-17%
减持
HEI/A
HEICO CORP NEW
-$187.3K
9,697
-5%
增持
V
VISA INC
+$187.3K
11,960
+11%
增持
QQQ
INVESCO QQQ TR
-$185.2K
3,705
+8%
增持
A
AGILENT TECHNOLOGIES INC
+$182.1K
19,813
+17%
增持
U
UNITY SOFTWARE INC
-$181.2K
17,537
+4%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$180.0K
20,917
+12%
增持
CWST
CASELLA WASTE SYS INC
-$180.0K
15,976
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$175.0K
6,829
+8%
增持
PG
PROCTER AND GAMBLE CO
+$172.1K
18,757
+11%
减持
—
NEW YORK CMNTY BANCORP INC
-$165.6K
118,895
-12%
减持
GLD
SPDR GOLD TR
-$162.3K
10,152
-5%
增持
SPGI
S&P GLOBAL INC
-$158.4K
13,618
+6%
减持
—
LYONDELLBASELL INDUSTRIES N
-$158.2K
24,501
-9%
增持
KMI
KINDER MORGAN INC DEL
+$150.7K
105,742
+14%
减持
NRG
NRG ENERGY INC
-$142.9K
41,078
-11%
增持
EDV
VANGUARD WORLD FD
-$142.6K
11,337
+5%
增持
EXC
EXELON CORP
-$140.8K
99,864
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$139.6K
14,781
-11%
减持
OKE
ONEOK INC NEW
-$139.5K
27,468
-10%
增持
MSCI
MSCI INC
+$136.3K
2,084
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$131.4K
5,425
+8%
减持
GOOG
ALPHABET INC
+$130.0K
15,825
-2%
减持
CFG
CITIZENS FINL GROUP INC
-$123.1K
52,372
-11%
减持
NDAQ
NASDAQ INC
-$119.6K
4,646
-33%
增持
HD
HOME DEPOT INC
+$110.4K
10,248
+7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$106.6K
19,046
+33%
增持
DFAT
DIMENSIONAL ETF TRUST
+$106.2K
11,003
+29%
增持
PEP
PEPSICO INC
+$104.2K
19,636
+13%
增持
CRM
SALESFORCE INC
+$104.1K
9,227
+10%
