小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 1
减持 36
清仓 113
方向
标的
Δ市值
现股数(环比)
清仓
VTI
VANGUARD INDEX FDS
-$19.2M
0
-100%
清仓
SPYM
SPDR SER TR
-$15.8M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$15.0M
1,476
-96%
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
IVV
ISHARES TR
-$13.2M
0
-100%
清仓
IWY
ISHARES TR
-$7.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$7.1M
40,462
-32%
清仓
BILZ
PIMCO ETF TR
-$6.4M
0
-100%
清仓
—
NORTHERN LTS FD TR IV
-$6.4M
0
-100%
清仓
JANW
AIM ETF PRODUCTS TRUST
-$5.3M
0
-100%
清仓
VXUS
VANGUARD STAR FDS
-$5.2M
0
-100%
清仓
IWX
ISHARES TR
-$4.5M
0
-100%
减持
AMZN
AMAZON COM INC
-$4.4M
43,844
-40%
清仓
IEMG
ISHARES INC
-$3.9M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$3.8M
5,622
-61%
清仓
BND
VANGUARD BD INDEX FDS
-$3.8M
0
-100%
清仓
JULW
AIM ETF PRODUCTS TRUST
-$3.8M
0
-100%
清仓
CSGP
COSTAR GROUP INC
-$3.2M
0
-100%
清仓
AUGW
AIM ETF PRODUCTS TRUST
-$2.9M
0
-100%
清仓
IDXX
IDEXX LABS INC
-$2.7M
0
-100%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$2.6M
0
-100%
清仓
SIXJ
AIM ETF PRODUCTS TRUST
-$2.5M
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$2.5M
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$2.5M
0
-100%
减持
AAPL
APPLE INC
-$2.5M
70,922
-15%
清仓
IWS
ISHARES TR
-$2.4M
0
-100%
清仓
EFG
ISHARES TR
-$2.3M
0
-100%
清仓
EFV
ISHARES TR
-$2.3M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$2.2M
0
-100%
清仓
GOOG
ALPHABET INC
-$2.2M
0
-100%
清仓
HUBS
HUBSPOT INC
-$2.1M
0
-100%
清仓
SHOP
SHOPIFY INC
-$2.1M
0
-100%
清仓
IAUM
ISHARES GOLD TR
-$2.1M
0
-100%
清仓
—
ISHARES TR
-$2.0M
0
-100%
清仓
NOW
SERVICENOW INC
-$2.0M
0
-100%
清仓
OZ
BELPOINTE PREP LLC
-$1.9M
0
-100%
清仓
WDAY
WORKDAY INC
-$1.8M
0
-100%
清仓
OKTA
OKTA INC
-$1.8M
0
-100%
清仓
IDEV
ISHARES TR
-$1.8M
0
-100%
清仓
VEEV
VEEVA SYS INC
-$1.7M
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$1.6M
0
-100%
清仓
WDIV
SPDR INDEX SHS FDS
-$1.6M
0
-100%
清仓
FGD
FIRST TR EXCHANGE TRADED FD
-$1.5M
0
-100%
清仓
DIV
GLOBAL X FDS
-$1.5M
0
-100%
清仓
EDIV
SPDR INDEX SHS FDS
-$1.5M
0
-100%
清仓
IWP
ISHARES TR
-$1.5M
0
-100%
清仓
GLD
SPDR GOLD TR
-$1.5M
0
-100%
清仓
SGOV
ISHARES TR
-$1.4M
0
-100%
清仓
—
LISTED FD TR
-$1.4M
0
-100%
清仓
HEI/A
HEICO CORP NEW
-$1.3M
0
-100%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$1.3M
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$1.3M
0
-100%
清仓
TLT
ISHARES TR
-$1.2M
0
-100%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
清仓
MSCI
MSCI INC
-$1.2M
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$1.2M
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$1.2M
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$1.1M
0
-100%
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$970.7K
0
-100%
清仓
EDV
VANGUARD WORLD FD
-$956.6K
0
-100%
减持
TSLA
TESLA INC
-$943.7K
15,642
-20%
清仓
U
UNITY SOFTWARE INC
-$939.4K
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$884.7K
0
-100%
减持
DFCF
DIMENSIONAL ETF TRUST
-$871.1K
23,088
-47%
清仓
ANGL
VANECK ETF TRUST
-$803.1K
0
-100%
清仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$781.3K
0
-100%
清仓
USIG
ISHARES TR
-$778.5K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$776.0K
13,209
-11%
清仓
AUGT
AIM ETF PRODUCTS TRUST
-$770.2K
0
-100%
清仓
JULT
AIM ETF PRODUCTS TRUST
-$769.2K
0
-100%
清仓
UNP
UNION PAC CORP
-$755.3K
0
-100%
清仓
CLOX
SERIES PORTFOLIOS TR
-$743.7K
0
-100%
清仓
CLOZ
SERIES PORTFOLIOS TR
-$742.9K
0
-100%
清仓
DECW
AIM ETF PRODUCTS TRUST
-$739.8K
0
-100%
清仓
IEFA
ISHARES TR
-$724.7K
0
-100%
清仓
CWST
CASELLA WASTE SYS INC
-$720.0K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$712.8K
6,700
-17%
清仓
IEI
ISHARES TR
-$711.8K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$706.3K
0
-100%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$684.4K
0
-100%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$671.2K
0
-100%
清仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$670.8K
0
-100%
清仓
—
LISTED FD TR
-$661.4K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$604.0K
0
-100%
清仓
IJH
ISHARES TR
-$591.4K
0
-100%
减持
GOOGL
ALPHABET INC
-$585.7K
41,392
-9%
清仓
SBUX
STARBUCKS CORP
-$559.6K
0
-100%
清仓
ABT
ABBOTT LABS
-$556.3K
0
-100%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$547.9K
0
-100%
清仓
MUB
ISHARES TR
-$544.7K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$524.8K
24,622
-13%
清仓
VNQ
VANGUARD INDEX FDS
-$498.1K
0
-100%
减持
HD
HOME DEPOT INC
-$494.0K
10,171
-12%
减持
PEP
PEPSICO INC
-$490.9K
18,917
-13%
清仓
IWM
ISHARES TR
-$481.9K
0
-100%
减持
—
EXXON MOBIL CORP
-$450.7K
40,656
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$443.0K
14,379
-8%
清仓
GBCI
GLACIER BANCORP INC NEW
-$431.6K
0
-100%
清仓
ADBE
ADOBE INC
-$430.7K
0
-100%
减持
META
META PLATFORMS INC
-$430.4K
13,652
-8%
清仓
AGG
ISHARES TR
-$423.5K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$419.9K
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$414.1K
0
-100%
减持
ABBV
ABBVIE INC
-$412.1K
15,061
-15%
清仓
—
DISCOVER FINL SVCS
-$386.3K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$364.6K
6,417
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$355.8K
5,747
-10%
清仓
IWF
ISHARES TR
-$355.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$348.7K
19,153
-10%
减持
MRK
MERCK & CO INC
-$344.3K
34,624
-8%
清仓
DGRW
WISDOMTREE TR
-$336.8K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$330.7K
0
-100%
清仓
—
FERGUSON PLC NEW
-$329.2K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$328.6K
0
-100%
减持
MO
ALTRIA GROUP INC
-$323.8K
25,290
-24%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$322.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$320.6K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$315.2K
0
-100%
减持
MCD
MCDONALDS CORP
-$312.6K
14,977
-7%
减持
T
AT&T INC
-$283.7K
173,860
-9%
减持
VZ
VERIZON COMMUNICATIONS INC
-$283.4K
49,825
-13%
清仓
IQDG
WISDOMTREE TR
-$283.3K
0
-100%
清仓
ADI
ANALOG DEVICES INC
-$282.4K
0
-100%
清仓
SPYG
SPDR SER TR
-$278.9K
0
-100%
减持
EMR
EMERSON ELEC CO
-$275.4K
15,270
-16%
清仓
IVW
ISHARES TR
-$274.4K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$273.7K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$269.1K
0
-100%
清仓
BA
BOEING CO
-$267.3K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$265.0K
10,659
-13%
清仓
VV
VANGUARD INDEX FDS
-$262.2K
0
-100%
清仓
DON
WISDOMTREE TR
-$254.7K
0
-100%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$254.4K
25,694
-10%
清仓
APD
AIR PRODS & CHEMS INC
-$252.1K
0
-100%
清仓
NDAQ
NASDAQ INC
-$247.5K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$246.8K
26,931
-5%
减持
PM
PHILIP MORRIS INTL INC
-$242.4K
21,216
-11%
清仓
VGT
VANGUARD WORLD FDS
-$241.5K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$237.1K
16,218
-11%
清仓
CUBE
CUBESMART
-$233.9K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$231.4K
4,832
减持
IP
INTERNATIONAL PAPER CO
-$231.3K
55,457
-10%
清仓
SHV
ISHARES TR
-$225.5K
0
-100%
清仓
PECO
PHILLIPS EDISON & CO INC
-$224.0K
0
-100%
清仓
DFSD
DIMENSIONAL ETF TRUST
-$222.8K
0
-100%
减持
CMA
COMERICA INC
-$220.2K
85,116
-4%
减持
—
LYONDELLBASELL INDUSTRIES N
-$217.6K
19,600
-10%
清仓
IWB
ISHARES TR
-$216.4K
0
-100%
减持
USB
US BANCORP DEL
-$214.0K
41,134
-11%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$212.5K
0
-100%
减持
WSO
WATSCO INC
-$211.7K
4,283
-10%
