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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 52
增持 74
减持 17
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$12.4M
152,969
+1058%
增持
AAPL
APPLE INC
+$9.2M
108,412
+53%
建仓
SIXD
AIM ETF PRODUCTS TRUST
+$7.7M
302,268
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
AVGO
BROADCOM INC
-$6.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$5.7M
63,944
+46%
增持
GOOGL
ALPHABET INC
+$5.7M
62,885
+52%
增持
MSFT
MICROSOFT CORP
+$4.8M
44,878
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$3.9M
41,825
+55%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
8,767
+494%
增持
META
META PLATFORMS INC
+$3.5M
16,434
+20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
19,976
+39%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$2.8M
17,077
清仓
DOW
DOW INC
-$2.8M
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$2.6M
9,740
减持
CMA
COMERICA INC
-$2.3M
47,740
-44%
增持
—
EXXON MOBIL CORP
+$2.2M
54,163
+33%
增持
LLY
ELI LILLY & CO
+$2.1M
5,764
+7%
建仓
—
NORTHERN LTS FD TR IV
+$2.1M
76,691
建仓
FLAO
AIM ETF PRODUCTS TRUST
+$2.0M
76,040
清仓
KMI
KINDER MORGAN INC DEL
-$2.0M
0
-100%
增持
HD
HOME DEPOT INC
+$1.9M
15,785
+55%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
10,624
+59%
增持
PG
PROCTER AND GAMBLE CO
+$1.9M
28,351
+48%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.8M
33,761
+54%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.8M
107,169
+58%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.7M
8,626
+50%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.6M
9,023
+41%
增持
TJX
TJX COS INC NEW
+$1.6M
32,511
+54%
增持
MO
ALTRIA GROUP INC
+$1.6M
56,483
+123%
增持
SPGI
S&P GLOBAL INC
+$1.5M
8,931
+59%
增持
MRK
MERCK & CO INC
+$1.5M
42,408
+22%
增持
AFL
AFLAC INC
+$1.5M
42,342
+51%
建仓
FMC
FMC CORP
+$1.5M
25,497
建仓
UBER
UBER TECHNOLOGIES INC
+$1.4M
19,875
建仓
RF
REGIONS FINANCIAL CORP NEW
+$1.4M
71,303
增持
CRM
SALESFORCE INC
+$1.4M
15,733
+58%
增持
ABBV
ABBVIE INC
+$1.4M
21,900
+45%
建仓
SPYM
SPDR SER TR
+$1.4M
21,818
增持
C
CITIGROUP INC
+$1.4M
46,676
+51%
增持
TSLA
TESLA INC
+$1.3M
26,208
+68%
增持
CSCO
CISCO SYS INC
+$1.3M
83,252
+58%
增持
T
AT&T INC
+$1.3M
220,416
+27%
建仓
CAG
CONAGRA BRANDS INC
+$1.3M
45,032
增持
IEX
IDEX CORP
+$1.2M
23,709
+46%
增持
QRVO
QORVO INC
+$1.2M
28,540
+54%
增持
V
VISA INC
+$1.2M
15,875
+40%
建仓
BBY
BEST BUY INC
+$1.2M
14,354
增持
CMCSA
COMCAST CORP NEW
+$1.2M
97,356
+64%
增持
A
AGILENT TECHNOLOGIES INC
+$1.2M
29,173
+56%
增持
CSX
CSX CORP
+$1.2M
106,103
+56%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.1M
10,262
-60%
增持
PFE
PFIZER INC
+$1.1M
73,494
+126%
增持
PEP
PEPSICO INC
+$1.1M
26,026
+38%
建仓
IVV
ISHARES TR
+$1.1M
1,925
清仓
NWL
NEWELL BRANDS INC
-$1.0M
0
-100%
建仓
WHR
WHIRLPOOL CORP
+$1.0M
9,959
增持
YUM
YUM BRANDS INC
+$999.5K
23,525
+45%
清仓
—
NEW YORK CMNTY BANCORP INC
-$992.2K
0
-100%
增持
HON
HONEYWELL INTL INC
+$972.1K
13,831
+46%
增持
DIS
DISNEY WALT CO
+$950.4K
25,167
+47%
增持
JNJ
JOHNSON & JOHNSON
+$949.9K
27,038
+41%
建仓
COST
COSTCO WHSL CORP NEW
+$940.7K
1,106
建仓
DFGP
DIMENSIONAL ETF TRUST
+$923.3K
17,450
增持
MCD
MCDONALDS CORP
+$828.6K
20,677
+38%
增持
PLD
PROLOGIS INC.
+$798.3K
30,611
+55%
增持
CNP
CENTERPOINT ENERGY INC
+$786.4K
72,947
+41%
建仓
ZROZ
PIMCO ETF TR
+$776.4K
10,340
增持
MA
MASTERCARD INCORPORATED
+$757.3K
6,109
+34%
建仓
JUNW
AIM ETF PRODUCTS TRUST
+$722.6K
25,277
增持
JBHT
HUNT J B TRANS SVCS INC
+$682.2K
19,316
+60%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$674.2K
2,022
建仓
VXUS
VANGUARD STAR FDS
+$657.1K
10,898
减持
—
LYONDELLBASELL INDUSTRIES N
-$608.0K
13,125
-33%
增持
CVX
CHEVRON CORP NEW
+$606.2K
27,355
+11%
建仓
BND
VANGUARD BD INDEX FDS
+$604.3K
8,387
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$593.7K
17,404
减持
PM
PHILIP MORRIS INTL INC
-$580.3K
13,971
-34%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$577.9K
53,159
+14%
建仓
BILZ
PIMCO ETF TR
+$562.9K
5,568
增持
BWA
BORGWARNER INC
+$516.9K
64,596
+48%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$493.7K
20,268
-31%
建仓
IWY
ISHARES TR
+$476.7K
2,222
减持
WSO
WATSCO INC
-$466.2K
2,955
-31%
增持
DUHP
DIMENSIONAL ETF TRUST
+$462.1K
32,594
+61%
建仓
ADBE
ADOBE INC
+$461.1K
830
减持
NRG
NRG ENERGY INC
-$454.5K
16,369
-51%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$449.0K
7,482
-30%
减持
EMR
EMERSON ELEC CO
-$434.0K
9,551
-37%
增持
FDIS
FIDELITY COVINGTON TRUST
+$417.3K
7,915
+179%
增持
MDYG
SPDR SER TR
+$405.4K
10,337
+69%
建仓
UNP
UNION PAC CORP
+$397.9K
1,759
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$393.2K
6,780
建仓
DFAE
DIMENSIONAL ETF TRUST
+$383.3K
14,816
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$364.5K
23,884
+5%
建仓
ATR
APTARGROUP INC
+$363.4K
2,581
增持
DFAT
DIMENSIONAL ETF TRUST
+$352.0K
18,350
+60%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$348.0K
12,654
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$347.2K
12,662
-26%
建仓
JULW
AIM ETF PRODUCTS TRUST
+$346.8K
10,412
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$337.5K
4,222
增持
IWO
ISHARES TR
+$336.0K
2,798
+77%
建仓
FREL
FIDELITY COVINGTON TRUST
+$334.3K
13,193
增持
DFAI
DIMENSIONAL ETF TRUST
+$324.4K
31,257
+48%
建仓
APRW
AIM ETF PRODUCTS TRUST
+$310.2K
9,967
建仓
WTS
WATTS WATER TECHNOLOGIES INC
+$306.5K
1,671
增持
FIDU
FIDELITY COVINGTON TRUST
+$304.6K
11,265
+60%
建仓
EGP
EASTGROUP PPTYS INC
+$294.3K
1,730
建仓
IWX
ISHARES TR
+$292.1K
3,904
建仓
EFG
ISHARES TR
+$288.9K
2,824
建仓
ORCL
ORACLE CORP
+$280.6K
1,987
建仓
PANW
PALO ALTO NETWORKS INC
+$268.8K
793
建仓
SPYG
SPDR SER TR
+$268.3K
3,348
减持
—
INVESCO LTD
-$264.0K
69,621
-5%
增持
MDYV
SPDR SER TR
+$262.5K
8,491
+75%
增持
BAC
BANK AMERICA CORP
+$261.2K
11,997
+87%
建仓
TXN
TEXAS INSTRS INC
+$255.3K
1,313
增持
CFG
CITIZENS FINL GROUP INC
+$245.7K
44,270
+9%
减持
EXC
EXELON CORP
-$242.9K
95,606
-3%
清仓
XLB
SELECT SECTOR SPDR TR
-$237.6K
0
-100%
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$237.5K
11,140
增持
NKE
NIKE INC
+$235.5K
36,134
+58%
建仓
EFV
ISHARES TR
+$232.6K
4,385
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$231.4K
0
-100%
建仓
GATX
GATX CORP
+$228.7K
1,728
建仓
SGOV
ISHARES TR
+$226.2K
2,246
增持
INTC
INTEL CORP
+$225.9K
77,123
+79%
建仓
GGG
GRACO INC
+$225.3K
2,842
建仓
GOVT
ISHARES TR
+$223.3K
9,895
建仓
—
TRI POINTE HOMES INC
+$220.4K
5,916
减持
VLO
VALERO ENERGY CORP
+$218.3K
8,579
-1%
增持
FUTY
FIDELITY COVINGTON TRUST
+$215.6K
12,660
+52%
增持
BEN
FRANKLIN RESOURCES INC
-$214.9K
56,800
+14%
建仓
VYM
VANGUARD WHITEHALL FDS
+$212.2K
1,789
减持
FITB
FIFTH THIRD BANCORP
-$211.7K
36,320
-18%
建仓
ROL
ROLLINS INC
+$211.3K
4,331
建仓
BIL
SPDR SER TR
+$201.3K
2,193
增持
VZ
VERIZON COMMUNICATIONS INC
+$201.0K
50,421
+1%
增持
NI
NISOURCE INC
+$199.7K
62,633
+4%
增持
FMAT
FIDELITY COVINGTON TRUST
+$198.7K
9,501
+71%
减持
IP
INTERNATIONAL PAPER CO
+$198.0K
51,048
-8%
建仓
DIV
GLOBAL X FDS
+$184.7K
10,706
增持
DFIV
DIMENSIONAL ETF TRUST
+$179.0K
10,607
+80%
减持
USB
US BANCORP DEL
-$177.6K
40,370
-2%
减持
HPQ
HP INC
-$168.9K
31,535
-25%
增持
TFC
TRUIST FINL CORP
+$157.4K
38,755
+6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$150.1K
15,510
+4%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$145.0K
111,501
+7%
增持
DIHP
DIMENSIONAL ETF TRUST
+$143.2K
13,305
+65%
增持
—
EATON CORP PLC
+$118.6K
1,073
+19%
增持
OMC
OMNICOM GROUP INC
+$107.9K
16,241
+4%
