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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 21
增持 31
减持 28
清仓 70
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$28.4M
128,554
+312%
增持
VOO
VANGUARD INDEX FDS
+$28.2M
67,288
+339%
减持
AAPL
APPLE INC
-$23.4M
16,289
-86%
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。
减持
NVDA
NVIDIA CORPORATION
-$18.0M
32,094
-83%
减持
MSFT
MICROSOFT CORP
-$16.6M
14,756
-72%
增持
SPYM
SPDR SER TR
+$16.6M
280,334
+586%
减持
GOOGL
ALPHABET INC
-$10.8M
8,190
-89%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.2M
1,195
-95%
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$9.9M
305,892
增持
IWY
ISHARES TR
+$9.5M
44,844
+804%
增持
COST
COSTCO WHSL CORP NEW
+$8.9M
13,149
+266%
减持
AMZN
AMAZON COM INC
-$8.3M
22,747
-68%
建仓
ICLO
INVESCO ACTIVELY MANAGED EXC
+$8.0M
313,373
减持
SIXD
AIM ETF PRODUCTS TRUST
-$7.8M
11,633
-96%
减持
AVGO
BROADCOM INC
-$7.8M
1,961
-96%
建仓
DECW
AIM ETF PRODUCTS TRUST
+$7.4M
241,841
减持
—
EXXON MOBIL CORP
-$7.2M
3,384
-95%
清仓
MCD
MCDONALDS CORP
-$7.1M
0
-100%
减持
META
META PLATFORMS INC
-$6.9M
2,434
-83%
清仓
MRK
MERCK & CO INC
-$6.9M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$6.8M
153,186
+340%
减持
HD
HOME DEPOT INC
-$6.7M
1,211
-93%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$6.6M
197,152
清仓
SEPW
AIM ETF PRODUCTS TRUST
-$6.5M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$6.2M
1,848
-85%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$6.1M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.0M
635
-94%
清仓
IEX
IDEX CORP
-$6.0M
0
-100%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$5.6M
156,940
减持
PG
PROCTER AND GAMBLE CO
-$5.5M
1,287
-96%
减持
JPM
JPMORGAN CHASE & CO.
-$5.5M
1,421
-95%
减持
LLY
ELI LILLY & CO
-$5.5M
521
-92%
增持
IWX
ISHARES TR
+$5.4M
75,746
+876%
清仓
AFL
AFLAC INC
-$5.3M
0
-100%
清仓
SCHQ
SCHWAB STRATEGIC TR
-$5.2M
0
-100%
减持
T
AT&T INC
-$5.1M
9,608
-96%
减持
GS
GOLDMAN SACHS GROUP INC
-$5.0M
467
-96%
清仓
JNJ
JOHNSON & JOHNSON
-$5.0M
0
-100%
清仓
DFAU
DIMENSIONAL ETF TRUST
-$4.9M
0
-100%
减持
V
VISA INC
-$4.8M
647
-96%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.6M
95,915
+469%
减持
CSCO
CISCO SYS INC
-$4.5M
5,004
-94%
清仓
EXC
EXELON CORP
-$4.4M
0
-100%
清仓
TJX
TJX COS INC NEW
-$4.4M
0
-100%
减持
ABBV
ABBVIE INC
-$4.3M
2,367
-90%
减持
PEP
PEPSICO INC
-$4.3M
2,905
-90%
增持
IVV
ISHARES TR
+$4.3M
9,175
+371%
清仓
CSX
CSX CORP
-$4.1M
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$4.0M
71,927
+372%
清仓
YUM
YUM BRANDS INC
-$3.7M
0
-100%
清仓
JBHT
HUNT J B TRANS SVCS INC
-$3.7M
0
-100%
增持
IEMG
ISHARES INC
+$3.7M
77,021
+1294%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$3.6M
107,793
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$3.5M
189,722
+740%
清仓
NKE
NIKE INC
-$3.4M
0
-100%
清仓
C
CITIGROUP INC
-$3.4M
0
-100%
减持
CRM
SALESFORCE INC
-$3.4M
654
-95%
清仓
HON
HONEYWELL INTL INC
-$3.3M
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$3.3M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$3.1M
0
-100%
减持
TSLA
TESLA INC
-$3.0M
6,354
-70%
减持
SPGI
S&P GLOBAL INC
-$2.9M
4,861
-53%
增持
WFC
WELLS FARGO CO NEW
+$2.8M
45,877
+473%
减持
CVX
CHEVRON CORP NEW
-$2.8M
3,165
-86%
增持
EFG
ISHARES TR
+$2.7M
33,103
+656%
减持
MO
ALTRIA GROUP INC
-$2.7M
4,797
-92%
增持
EFV
ISHARES TR
+$2.7M
60,822
+629%
清仓
BWA
BORGWARNER INC
-$2.7M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$2.6M
0
-100%
增持
—
NORTHERN LTS FD TR IV
+$2.6M
146,097
+138%
清仓
VST
VISTRA CORP
-$2.6M
0
-100%
增持
IWS
ISHARES TR
+$2.5M
21,763
+953%
清仓
CNP
CENTERPOINT ENERGY INC
-$2.5M
0
-100%
清仓
IP
INTERNATIONAL PAPER CO
-$2.5M
0
-100%
清仓
PHM
PULTE GROUP INC
-$2.5M
0
-100%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$2.4M
0
-100%
建仓
PSN
PARSONS CORP DEL
+$2.3M
25,151
清仓
NI
NISOURCE INC
-$2.2M
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$2.2M
0
-100%
减持
PFE
PFIZER INC
-$2.2M
11,468
-87%
清仓
KMB
KIMBERLY-CLARK CORP
-$2.1M
0
-100%
增持
WDIV
SPDR INDEX SHS FDS
+$2.0M
40,174
+459%
清仓
KEY
KEYCORP
-$2.0M
0
-100%
增持
FGD
FIRST TR EXCHANGE TRADED FD
+$2.0M
109,409
+462%
增持
BIL
SPDR SER TR
+$1.9M
27,539
+337%
清仓
USB
US BANCORP DEL
-$1.9M
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$1.9M
0
-100%
建仓
IWP
ISHARES TR
+$1.9M
14,830
清仓
CFG
CITIZENS FINL GROUP INC
-$1.9M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.8M
17,901
+399%
清仓
A
AGILENT TECHNOLOGIES INC
-$1.8M
0
-100%
增持
CLIP
GLOBAL X FDS
+$1.8M
23,634
+310%
清仓
OMC
OMNICOM GROUP INC
-$1.8M
0
-100%
清仓
EIX
EDISON INTL
-$1.8M
0
-100%
清仓
INTC
INTEL CORP
-$1.8M
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$1.8M
0
-100%
清仓
CMS
CMS ENERGY CORP
-$1.7M
0
-100%
建仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$1.7M
140,121
清仓
TFC
TRUIST FINL CORP
-$1.7M
0
-100%
建仓
CSGP
COSTAR GROUP INC
+$1.7M
23,977
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$1.7M
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$1.7M
0
-100%
清仓
D
DOMINION ENERGY INC
-$1.7M
0
-100%
建仓
IDXX
IDEXX LABS INC
+$1.7M
4,078
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$1.7M
0
-100%
清仓
FMC
FMC CORP
-$1.7M
0
-100%
增持
SGOV
ISHARES TR
+$1.7M
22,352
+284%
清仓
UBER
UBER TECHNOLOGIES INC
-$1.6M
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$1.6M
0
-100%
清仓
OKE
ONEOK INC NEW
-$1.6M
0
-100%
增持
BILZ
PIMCO ETF TR
+$1.6M
22,514
+229%
增持
QQQ
INVESCO QQQ TR
+$1.6M
3,659
+508%
清仓
FITB
FIFTH THIRD BANCORP
-$1.6M
0
-100%
增持
—
LISTED FD TR
+$1.6M
49,366
+613%
清仓
CAG
CONAGRA BRANDS INC
-$1.6M
0
-100%
清仓
NRG
NRG ENERGY INC
-$1.5M
0
-100%
建仓
IDEV
ISHARES TR
+$1.5M
23,866
增持
GOOG
ALPHABET INC
+$1.5M
9,172
+560%
清仓
BBY
BEST BUY INC
-$1.5M
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$1.5M
0
-100%
增持
DIV
GLOBAL X FDS
+$1.5M
107,666
+344%
建仓
NOW
SERVICENOW INC
+$1.5M
1,399
建仓
TLT
ISHARES TR
+$1.5M
16,740
建仓
SPY
SPDR S&P 500 ETF TR
+$1.5M
4,461
建仓
CLOI
VANECK ETF TRUST
+$1.4M
27,397
清仓
WSO
WATSCO INC
-$1.4M
0
-100%
清仓
PPL
PPL CORP
-$1.4M
0
-100%
增持
EDIV
SPDR INDEX SHS FDS
+$1.4M
48,928
+477%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$1.4M
31,316
+485%
建仓
HUBS
HUBSPOT INC
+$1.4M
1,953
清仓
DTE
DTE ENERGY CO
-$1.3M
0
-100%
清仓
NEM
NEWMONT CORP
-$1.3M
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$1.3M
0
-100%
增持
LTPZ
PIMCO ETF TR
+$1.3M
29,529
+683%
清仓
—
INTERPUBLIC GROUP COS INC
-$1.3M
0
-100%
清仓
F
FORD MTR CO
-$1.3M
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$1.3M
0
-100%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$1.3M
14,435
清仓
OGE
OGE ENERGY CORP
-$1.3M
0
-100%
清仓
FE
FIRSTENERGY CORP
-$1.3M
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$1.3M
0
-100%
清仓
—
INVESCO LTD
-$1.3M
0
-100%
清仓
DUHP
DIMENSIONAL ETF TRUST
-$1.3M
0
-100%
清仓
BEN
FRANKLIN RESOURCES INC
-$1.3M
0
-100%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$1.2M
0
-100%
建仓
NBOS
NEUBERGER BERMAN ETF TRUST
+$1.2M
46,687
建仓
TEAM
ATLASSIAN CORPORATION
+$1.2M
5,023
清仓
SON
SONOCO PRODS CO
-$1.2M
0
-100%
建仓
SHOP
SHOPIFY INC
+$1.2M
11,321
