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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 22
增持 39
减持 61
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
WFC
WELLS FARGO CO NEW
-$2.8M
6,193
-87%
增持
VOO
VANGUARD INDEX FDS
+$2.7M
75,856
+13%
清仓
PSN
PARSONS CORP DEL
-$2.3M
0
-100%
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
IWY
ISHARES TR
-$1.9M
41,158
-8%
增持
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$1.9M
267,770
+41%
减持
BILZ
PIMCO ETF TR
-$1.7M
5,503
-76%
减持
AMZN
AMAZON COM INC
-$1.7M
17,348
-24%
建仓
—
LISTED FD TR
+$1.7M
45,151
建仓
JULU
AIM ETF PRODUCTS TRUST
+$1.7M
64,977
清仓
LTPZ
PIMCO ETF TR
-$1.5M
0
-100%
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$1.5M
51,204
减持
MSFT
MICROSOFT CORP
-$1.4M
12,933
-12%
增持
VXUS
VANGUARD STAR FDS
+$1.3M
166,617
+9%
减持
SPYM
SPDR SER TR
-$1.1M
276,995
-1%
清仓
SMAX
ISHARES TR
-$1.0M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$936.3K
138,963
+8%
清仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$857.2K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$850.1K
85,815
+90%
清仓
CMDT
PIMCO ETF TR
-$818.1K
0
-100%
清仓
SHV
ISHARES TR
-$768.1K
0
-100%
清仓
IWF
ISHARES TR
-$750.6K
0
-100%
清仓
USFR
WISDOMTREE TR
-$732.4K
0
-100%
减持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$704.1K
20,143
-59%
增持
BND
VANGUARD BD INDEX FDS
+$682.5K
79,710
+11%
建仓
EFAV
ISHARES TR
+$672.5K
8,631
减持
ZROZ
PIMCO ETF TR
-$653.5K
4,081
-70%
减持
—
NORTHERN LTS FD TR IV
-$622.7K
133,859
-8%
减持
AAPL
APPLE INC
-$604.1K
15,645
-4%
减持
ICLO
INVESCO ACTIVELY MANAGED EXC
-$591.1K
292,027
-7%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$575.9K
13,257
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$559.7K
172,301
+23%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$540.1K
85,879
-10%
建仓
SMR
NUSCALE PWR CORP
+$500.8K
35,369
建仓
MTUM
ISHARES TR
+$487.1K
2,410
增持
EFV
ISHARES TR
+$487.0K
62,409
+3%
减持
NOW
SERVICENOW INC
-$482.4K
1,257
-10%
清仓
TMFC
RBB FD INC
-$466.7K
0
-100%
减持
GOOG
ALPHABET INC
-$447.9K
8,314
-9%
清仓
FPX
FIRST TR EXCHANGE-TRADED FD
-$445.3K
0
-100%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$434.6K
5,816
减持
IWP
ISHARES TR
-$433.0K
12,314
-17%
清仓
IUSG
ISHARES TR
-$426.8K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$417.0K
15,615
-46%
增持
MUB
ISHARES TR
+$413.0K
11,584
+53%
清仓
MGK
VANGUARD WORLD FD
-$409.0K
0
-100%
建仓
IMCG
ISHARES TR
+$396.4K
5,550
建仓
LVHI
LEGG MASON ETF INVT
+$389.6K
12,036
减持
QQQ
INVESCO QQQ TR
-$387.1K
3,164
-14%
建仓
SON
SONOCO PRODS CO
+$384.5K
8,140
建仓
VO
VANGUARD INDEX FDS
+$378.1K
1,462
减持
IEMG
ISHARES INC
-$373.2K
67,608
-12%
清仓
VV
VANGUARD INDEX FDS
-$366.2K
0
-100%
建仓
AYI
ACUITY INC
+$342.9K
1,302
清仓
VOT
VANGUARD INDEX FDS
-$336.5K
0
-100%
减持
HUBS
HUBSPOT INC
-$329.6K
1,805
-8%
建仓
—
LINDE PLC
+$328.9K
706
增持
SGOV
ISHARES TR
+$325.3K
25,506
+14%
清仓
RJF
RAYMOND JAMES FINL INC
-$324.4K
0
-100%
减持
IVV
ISHARES TR
-$322.5K
9,038
-1%
建仓
IAU
ISHARES GOLD TR
+$297.1K
5,039
建仓
GDX
VANECK ETF TRUST
+$267.8K
5,826
建仓
GDXJ
VANECK ETF TRUST
+$265.5K
4,642
清仓
HSY
HERSHEY CO
-$253.8K
0
-100%
清仓
GBCI
GLACIER BANCORP INC NEW
-$251.1K
0
-100%
增持
SIXO
AIM ETF PRODUCTS TRUST
-$241.9K
306,184
+0%
建仓
SLV
ISHARES SILVER TR
+$239.7K
7,734
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$239.1K
0
-100%
增持
AGG
ISHARES TR
+$238.9K
8,055
+40%
建仓
MPC
MARATHON PETE CORP
+$236.9K
1,626
减持
IWS
ISHARES TR
-$236.7K
20,466
-6%
清仓
TECB
ISHARES TR
-$235.5K
0
-100%
清仓
—
EVEREST GROUP LTD
-$234.3K
0
-100%
减持
IDEV
ISHARES TR
-$231.1K
18,981
-20%
减持
SAIA
SAIA INC
-$231.1K
1,685
-6%
清仓
VGT
VANGUARD WORLD FD
-$230.7K
0
-100%
减持
TEAM
ATLASSIAN CORPORATION
-$229.4K
4,680
-7%
建仓
KR
KROGER CO
+$224.9K
3,322
增持
META
META PLATFORMS INC
+$223.3K
2,860
+18%
增持
BIL
SPDR SER TR
+$221.7K
29,866
+8%
增持
GLD
SPDR GOLD TR
+$220.3K
4,488
+1%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$219.9K
21,048
+46%
清仓
CRM
SALESFORCE INC
-$218.6K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$216.9K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$216.0K
974
清仓
PG
PROCTER AND GAMBLE CO
-$215.7K
0
-100%
清仓
XSOE
WISDOMTREE TR
-$215.5K
0
-100%
增持
GOOGL
ALPHABET INC
-$214.3K
8,639
+5%
清仓
CTRA
COTERRA ENERGY INC
-$214.3K
0
-100%
建仓
MCD
MCDONALDS CORP
+$213.5K
683
清仓
QCOM
QUALCOMM INC
-$205.5K
0
-100%
清仓
DYNF
BLACKROCK ETF TRUST
-$202.5K
0
-100%
增持
CLIP
GLOBAL X FDS
+$201.2K
25,557
+8%
减持
OZ
BELPOINTE PREP LLC
-$199.3K
15,164
-0%
增持
TSLA
TESLA INC
-$191.3K
9,163
+44%
减持
SHOP
SHOPIFY INC
-$188.4K
10,634
-6%
减持
IWX
ISHARES TR
-$187.7K
70,559
-7%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$185.7K
13,687
-5%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$185.6K
2,753
-7%
减持
IAUM
ISHARES GOLD TR
+$177.0K
42,936
-3%
减持
MDB
MONGODB INC
-$176.9K
2,449
-6%
减持
FGD
FIRST TR EXCHANGE TRADED FD
+$166.4K
107,425
-2%
减持
WDAY
WORKDAY INC
-$165.0K
3,935
-6%
减持
EDIV
SPDR INDEX SHS FDS
-$158.0K
43,921
-10%
增持
SPY
SPDR S&P 500 ETF TR
-$145.3K
7,259
+63%
增持
LLY
ELI LILLY & CO
+$143.8K
661
+27%
增持
UNH
UNITEDHEALTH GROUP INC
+$134.5K
2,042
+10%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$123.6K
25,262
+56%
减持
SNPS
SYNOPSYS INC
-$120.9K
1,435
-5%
减持
USIG
ISHARES TR
-$120.2K
23,199
-11%
增持
VYM
VANGUARD WHITEHALL FDS
+$113.8K
18,594
+4%
减持
SPGI
S&P GLOBAL INC
-$112.1K
4,544
-7%
减持
MSCI
MSCI INC
-$111.3K
1,503
-6%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$109.5K
19,000
+14%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$108.8K
5,252
+3%
增持
AVGO
BROADCOM INC
-$108.1K
2,070
+6%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$107.2K
27,322
-10%
减持
EFG
ISHARES TR
-$103.5K
31,019
-6%
减持
ADI
ANALOG DEVICES INC
-$98.7K
1,088
-27%
减持
HD
HOME DEPOT INC
-$98.4K
1,017
-16%
减持
NBOS
NEUBERGER BERMAN ETF TRUST
-$96.3K
44,328
-5%
增持
IEFA
ISHARES TR
+$95.9K
7,538
+12%
减持
IWB
ISHARES TR
-$92.8K
661
-28%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$90.5K
3,915
-6%
减持
AMP
AMERIPRISE FINL INC
-$88.6K
420
-23%
减持
IDXX
IDEXX LABS INC
-$87.7K
3,806
-7%
增持
DGRW
WISDOMTREE TR
+$84.1K
6,033
+23%
减持
IYW
ISHARES TR
-$84.1K
4,083
-1%
减持
—
ASML HOLDING N V
-$83.9K
1,138
-6%
增持
DECW
AIM ETF PRODUCTS TRUST
-$79.9K
242,967
+0%
减持
CLOI
VANECK ETF TRUST
-$74.3K
25,955
-5%
减持
ADBE
ADOBE INC
-$73.7K
827
-6%
减持
PEP
PEPSICO INC
-$71.1K
2,472
-15%
增持
T
AT&T INC
+$66.7K
10,093
+5%
增持
TLT
ISHARES TR
+$66.1K
16,786
+0%
增持
IWM
ISHARES TR
+$65.5K
2,045
+32%
减持
AVY
AVERY DENNISON CORP
-$64.9K
1,587
-14%
减持
SBUX
STARBUCKS CORP
-$64.8K
3,717
-21%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$63.4K
536
-16%
增持
ABT
ABBOTT LABS
+$60.4K
2,123
+9%
减持
WDIV
SPDR INDEX SHS FDS
+$57.2K
39,188
-2%
减持
SCHW
SCHWAB CHARLES CORP
-$56.5K
3,819
-20%
减持
BA
BOEING CO
-$56.5K
2,361
-9%
减持
CSGP
COSTAR GROUP INC
+$55.5K
22,366
-7%
增持
—
ACCENTURE PLC IRELAND
+$50.7K
1,510
+26%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$49.0K
925
-23%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$48.6K
1,099
-16%
增持
QUAL
ISHARES TR
+$46.7K
1,687
+24%
增持
IJH
ISHARES TR
+$45.2K
5,240
+25%
增持
—
LISTED FD TR
-$43.1K
49,776
+1%
增持
OCTW
AIM ETF PRODUCTS TRUST
-$40.9K
157,726
+1%
