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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 39
增持 91
减持 10
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
AVGO
BROADCOM INC
+$8.3M
47,907
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$6.5M
228,631
增持
VTI
VANGUARD INDEX FDS
+$6.2M
31,213
+220%
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
SCHQ
SCHWAB STRATEGIC TR
+$5.2M
149,557
增持
AAPL
APPLE INC
+$4.6M
117,896
+9%
增持
VOO
VANGUARD INDEX FDS
+$3.7M
15,325
+75%
清仓
PLD
PROLOGIS INC.
-$3.4M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$3.4M
183,695
+20%
减持
CMCSA
COMCAST CORP NEW
-$3.4M
9,691
-90%
清仓
QRVO
QORVO INC
-$3.3M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.8M
53,016
+18%
减持
JPM
JPMORGAN CHASE & CO.
-$2.7M
27,540
-34%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
23,363
+17%
建仓
MU
MICRON TECHNOLOGY INC
+$2.6M
25,210
建仓
VST
VISTRA CORP
+$2.6M
21,687
清仓
DIS
DISNEY WALT CO
-$2.5M
0
-100%
建仓
QBER
ELEVATION SERIES TRUST
+$2.5M
98,318
建仓
PHM
PULTE GROUP INC
+$2.5M
17,107
增持
COST
COSTCO WHSL CORP NEW
+$2.2M
3,589
+225%
清仓
FLAO
AIM ETF PRODUCTS TRUST
-$2.0M
0
-100%
减持
A
AGILENT TECHNOLOGIES INC
-$2.0M
12,238
-58%
增持
MCD
MCDONALDS CORP
+$1.8M
23,173
+12%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.7M
12,221
+15%
增持
HD
HOME DEPOT INC
+$1.7M
17,616
+12%
建仓
QBUL
ELEVATION SERIES TRUST
+$1.7M
65,698
增持
MRK
MERCK & CO INC
+$1.6M
60,321
+42%
增持
VXUS
VANGUARD STAR FDS
+$1.6M
34,795
+219%
增持
AFL
AFLAC INC
+$1.6M
47,801
+13%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
10,220
+18%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.5M
38,181
+13%
增持
SPGI
S&P GLOBAL INC
+$1.4M
10,393
+16%
增持
SPYM
SPDR SER TR
+$1.4M
40,884
+87%
增持
—
EXXON MOBIL CORP
+$1.3M
64,405
+19%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$1.3M
5,736
+184%
减持
CMA
COMERICA INC
-$1.3M
19,737
-59%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
10,707
+19%
增持
IEX
IDEX CORP
+$1.2M
27,805
+17%
增持
EXC
EXELON CORP
+$1.1M
108,910
+14%
增持
T
AT&T INC
+$1.1M
241,517
+10%
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$1.1M
37,842
减持
CVX
CHEVRON CORP NEW
-$1.1M
21,832
-20%
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
30,797
+14%
增持
PG
PROCTER AND GAMBLE CO
+$1.0M
32,832
+16%
增持
ABBV
ABBVIE INC
+$984.1K
24,005
+10%
增持
GOOGL
ALPHABET INC
+$910.4K
74,555
+19%
增持
AMZN
AMAZON COM INC
+$903.9K
71,170
+11%
增持
DFAU
DIMENSIONAL ETF TRUST
+$868.9K
123,121
+15%
建仓
—
LISTED FD TR
+$850.3K
24,570
增持
CSCO
CISCO SYS INC
+$848.4K
90,260
+8%
建仓
—
LISTED FD TR
+$836.1K
24,110
增持
V
VISA INC
+$811.1K
18,105
+14%
增持
TJX
TJX COS INC NEW
+$792.7K
37,197
+14%
建仓
—
ASML HOLDING N V
+$737.3K
885
清仓
JUNW
AIM ETF PRODUCTS TRUST
-$722.6K
0
-100%
增持
NKE
NIKE INC
+$712.1K
38,864
+8%
增持
LLY
ELI LILLY & CO
+$643.6K
6,617
+15%
增持
YUM
YUM BRANDS INC
+$631.6K
26,826
+14%
减持
INTC
INTEL CORP
-$630.8K
74,921
-3%
增持
JBHT
HUNT J B TRANS SVCS INC
+$626.8K
21,571
+12%
建仓
IYW
ISHARES TR
+$623.9K
4,115
增持
IWY
ISHARES TR
+$615.5K
4,963
+123%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$601.9K
16,860
+149%
增持
BWA
BORGWARNER INC
+$591.3K
73,678
+14%
增持
MA
MASTERCARD INCORPORATED
+$591.3K
6,655
+9%
建仓
CLIP
GLOBAL X FDS
+$579.1K
5,762
增持
CSX
CSX CORP
+$550.6K
118,730
+12%
增持
BND
VANGUARD BD INDEX FDS
+$541.5K
15,254
+82%
建仓
WDIV
SPDR INDEX SHS FDS
+$479.5K
7,191
建仓
FGD
FIRST TR EXCHANGE TRADED FD
+$474.1K
19,468
增持
C
CITIGROUP INC
+$460.0K
54,663
+17%
建仓
WFC
WELLS FARGO CO NEW
+$451.9K
8,000
减持
CRM
SALESFORCE INC
-$432.7K
13,198
-16%
增持
PEP
PEPSICO INC
+$426.6K
27,751
+7%
增持
NI
NISOURCE INC
+$425.1K
64,345
+3%
增持
SIXD
AIM ETF PRODUCTS TRUST
+$419.8K
308,998
+2%
增持
PFE
PFIZER INC
+$405.1K
85,052
+16%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$403.7K
24,257
+2%
建仓
AMAT
APPLIED MATLS INC
+$400.3K
1,981
清仓
UNP
UNION PAC CORP
-$397.9K
0
-100%
建仓
CLOX
SERIES PORTFOLIOS TR
+$397.5K
15,557
增持
ETR
ENTERGY CORP NEW
+$397.0K
14,365
+3%
增持
MO
ALTRIA GROUP INC
+$395.2K
58,150
+3%
增持
NEM
NEWMONT CORP
+$377.2K
24,884
+9%
增持
BIL
SPDR SER TR
+$377.1K
6,300
+187%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$375.7K
7,554
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$373.5K
19,158
+12%
增持
SGOV
ISHARES TR
+$360.7K
5,828
+159%
增持
KEY
KEYCORP
+$353.5K
117,013
+4%
建仓
AMGN
AMGEN INC
+$352.2K
1,093
增持
HON
HONEYWELL INTL INC
+$347.6K
15,969
+15%
增持
FDIS
FIDELITY COVINGTON TRUST
+$342.6K
11,124
+41%
增持
PM
PHILIP MORRIS INTL INC
+$339.5K
14,457
+3%
增持
IWX
ISHARES TR
+$338.9K
7,764
+99%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$337.5K
0
-100%
增持
EIX
EDISON INTL
+$336.6K
20,259
+2%
建仓
AVIG
AMERICAN CENTY ETF TR
+$333.4K
7,842
减持
TSLA
TESLA INC
+$332.4K
21,092
-20%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$329.6K
5,355
增持
VZ
VERIZON COMMUNICATIONS INC
+$324.7K
53,532
+6%
增持
CMS
CMS ENERGY CORP
+$323.4K
24,399
+4%
建仓
R
RYDER SYS INC
+$322.1K
2,209
增持
DFAI
DIMENSIONAL ETF TRUST
+$321.2K
39,290
+26%
建仓
EDIV
SPDR INDEX SHS FDS
+$319.3K
8,475
增持
USB
US BANCORP DEL
+$318.3K
42,008
+4%
建仓
IEMG
ISHARES INC
+$317.2K
5,525
增持
OMC
OMNICOM GROUP INC
+$313.4K
17,121
+5%
建仓
—
FIRST FINANCIAL NORTHWEST IN
+$312.0K
13,853
清仓
APRW
AIM ETF PRODUCTS TRUST
-$310.2K
0
-100%
减持
—
NORTHERN LTS FD TR IV
-$306.5K
61,276
-20%
增持
BBY
BEST BUY INC
+$300.7K
14,623
+2%
增持
D
DOMINION ENERGY INC
+$299.7K
29,178
+3%
建仓
QQQ
INVESCO QQQ TR
+$293.8K
602
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$291.8K
20,842
+3%
建仓
EVR
EVERCORE INC
+$290.1K
1,144
增持
GJUN
FIRST TR EXCHNG TRADED FD VI
+$282.4K
24,732
+42%
建仓
QCOM
QUALCOMM INC
+$281.8K
1,656
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$281.7K
22,585
+103%
增持
AEP
AMERICAN ELEC PWR CO INC
+$278.8K
15,981
+3%
增持
RF
REGIONS FINANCIAL CORP NEW
+$276.9K
73,117
+3%
增持
IWO
ISHARES TR
+$275.4K
3,557
+27%
增持
LNT
ALLIANT ENERGY CORP
+$275.2K
24,697
+3%
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$273.7K
9,309
增持
NRG
NRG ENERGY INC
+$273.2K
16,990
+4%
建仓
IWS
ISHARES TR
+$273.2K
2,066
增持
CAG
CONAGRA BRANDS INC
+$271.3K
47,698
+6%
增持
JULW
AIM ETF PRODUCTS TRUST
+$271.1K
17,892
+72%
增持
PPL
PPL CORP
+$269.5K
42,759
+3%
清仓
PANW
PALO ALTO NETWORKS INC
-$268.8K
0
-100%
增持
DIV
GLOBAL X FDS
+$268.3K
24,235
+126%
增持
WEC
WEC ENERGY GROUP INC
+$264.0K
12,411
+5%
增持
FUTY
FIDELITY COVINGTON TRUST
+$258.7K
15,734
+24%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$257.2K
9,568
建仓
—
LISTED FD TR
+$257.0K
6,919
减持
IP
INTERNATIONAL PAPER CO
+$256.1K
50,334
-1%
增持
CFG
CITIZENS FINL GROUP INC
+$255.7K
45,063
+2%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$254.2K
5,057
建仓
XLB
SELECT SECTOR SPDR TR
+$252.1K
2,616
增持
FITB
FIFTH THIRD BANCORP
+$250.1K
36,774
+1%
增持
EFV
ISHARES TR
+$247.4K
8,343
+90%
增持
VYM
VANGUARD WHITEHALL FDS
+$247.3K
3,584
+100%
增持
MDYV
SPDR SER TR
+$246.8K
10,902
+28%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$242.5K
5,137
建仓
DELL
DELL TECHNOLOGIES INC
+$241.6K
2,038
增持
HBAN
HUNTINGTON BANCSHARES INC
+$240.7K
116,346
+4%
增持
DFAT
DIMENSIONAL ETF TRUST
+$233.0K
21,298
+16%
建仓
GOOG
ALPHABET INC
+$232.2K
1,389
建仓
USIG
ISHARES TR
+$230.9K
4,392
清仓
GATX
GATX CORP
-$228.7K
0
-100%
增持
MDYG
SPDR SER TR
+$227.5K
12,496
+21%
增持
FIDU
FIDELITY COVINGTON TRUST
+$223.9K
13,306
+18%
