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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 40
增持 48
减持 38
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
SPTM
SPDR SERIES TRUST
+$43.4M
579,968
减持
VTI
VANGUARD INDEX FDS
-$36.6M
5,386
-96%
增持
VOO
VANGUARD INDEX FDS
+$4.3M
76,210
+0%
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
SCEC
CAPITOL SER TR
+$4.0M
156,664
建仓
—
LISTED FDS TR
+$3.7M
92,769
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
-$2.8M
23,489
-78%
增持
MSFT
MICROSOFT CORP
+$2.7M
15,226
+18%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
44,020
+11%
增持
BILZ
PIMCO ETF TR
+$2.2M
26,900
+389%
增持
SPYM
SPDR SERIES TRUST
+$2.1M
279,164
+1%
清仓
SCHX
SCHWAB STRATEGIC TR
-$1.9M
0
-100%
建仓
ONEZ
ELEVATION SERIES TRUST
+$1.9M
74,742
清仓
—
LISTED FD TR
-$1.8M
0
-100%
增持
QBER
ELEVATION SERIES TRUST
+$1.8M
178,983
+67%
增持
VXUS
VANGUARD STAR FDS
+$1.7M
174,475
+5%
增持
IWY
ISHARES TR
+$1.7M
42,089
+2%
清仓
—
LISTED FD TR
-$1.7M
0
-100%
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$1.6M
42,618
增持
AMZN
AMAZON COM INC
+$1.4M
21,650
+25%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$1.3M
0
-100%
增持
QUAL
ISHARES TR
+$1.2M
8,376
+397%
减持
ICLO
INVESCO ACTIVELY MANAGED EXC
-$1.2M
244,676
-16%
清仓
USIG
ISHARES TR
-$1.2M
0
-100%
建仓
DYNF
BLACKROCK ETF TRUST
+$1.1M
20,203
建仓
VUG
VANGUARD INDEX FDS
+$1.1M
2,491
增持
SMR
NUSCALE PWR CORP
+$1.0M
39,021
+10%
增持
IVW
ISHARES TR
+$1.0M
12,200
+235%
建仓
SCHF
SCHWAB STRATEGIC TR
+$979.7K
44,331
建仓
FLJJ
AIM ETF PRODUCTS TRUST
+$976.3K
32,250
建仓
—
WHITE MTNS INS GROUP LTD
+$957.1K
533
建仓
SPYC
SIMPLIFY EXCHANGE TRADED FUN
+$929.1K
22,486
建仓
IVE
ISHARES TR
+$924.0K
4,728
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$908.0K
74,349
+194%
增持
TSLA
TESLA INC
+$903.3K
10,319
+13%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$895.4K
0
-100%
建仓
SPUC
SIMPLIFY EXCHANGE TRADED FUN
+$882.8K
19,745
建仓
OCTU
AIM ETF PRODUCTS TRUST
+$882.7K
33,598
建仓
NVBU
AIM ETF PRODUCTS TRUST
+$878.3K
33,048
建仓
IUSB
ISHARES TR
+$852.1K
18,432
清仓
—
LISTED FD TR
-$846.9K
0
-100%
清仓
—
LISTED FD TR
-$837.6K
0
-100%
清仓
—
LISTED FD TR
-$835.4K
0
-100%
建仓
SHV
ISHARES TR
+$834.4K
7,557
清仓
—
LISTED FD TR
-$820.7K
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$756.7K
34,019
+79%
增持
IEMG
ISHARES INC
+$754.4K
73,351
+8%
增持
META
META PLATFORMS INC
+$681.8K
3,157
+10%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$659.7K
47,972
+128%
增持
EFG
ISHARES TR
+$640.0K
33,410
+8%
建仓
OEF
ISHARES TR
+$630.2K
2,071
增持
IWS
ISHARES TR
+$599.6K
24,048
+18%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$575.9K
0
-100%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$575.6K
36,113
+165%
建仓
ILCG
ISHARES TR
+$566.5K
5,846
增持
SIXO
AIM ETF PRODUCTS TRUST
+$564.5K
309,085
+1%
增持
SGOV
ISHARES TR
+$563.0K
31,092
+22%
增持
CLIP
GLOBAL X FDS
+$558.1K
31,120
+22%
建仓
CAT
CATERPILLAR INC
+$523.4K
1,348
增持
BIL
SPDR SERIES TRUST
+$520.8K
35,544
+19%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$515.2K
76,983
-10%
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$498.2K
42,103
+109%
增持
SMH
VANECK ETF TRUST
+$490.0K
4,925
+18%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$485.7K
2,664
+142%
减持
UNH
UNITEDHEALTH GROUP INC
-$474.0K
1,909
-7%
建仓
THRO
BLACKROCK ETF TRUST
+$465.9K
13,093
建仓
ONEQ
FIDELITY COMWLTH TR
+$458.0K
5,718
减持
EFAV
ISHARES TR
-$451.4K
2,630
-70%
增持
MTUM
ISHARES TR
+$438.6K
3,852
+60%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$434.6K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$419.8K
12,557
-1%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$410.1K
23,517
-22%
增持
DECW
AIM ETF PRODUCTS TRUST
+$402.6K
243,060
+0%
增持
GOOGL
ALPHABET INC
+$397.9K
9,839
+14%
减持
—
NORTHERN LTS FD TR IV
+$392.1K
129,867
-3%
增持
JANW
AIM ETF PRODUCTS TRUST
+$389.6K
199,928
+1%
清仓
LVHI
LEGG MASON ETF INVT
-$389.6K
0
-100%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$381.9K
7,331
建仓
SO
SOUTHERN CO
+$381.6K
4,156
清仓
VO
VANGUARD INDEX FDS
-$378.1K
0
-100%
减持
EDIV
SPDR INDEX SHS FDS
-$377.1K
31,241
-29%
增持
AVGO
BROADCOM INC
+$375.6K
2,620
+27%
减持
CLOI
VANECK ETF TRUST
-$366.8K
18,973
-27%
增持
BA
BOEING CO
+$360.9K
3,644
+54%
建仓
NFLX
NETFLIX INC
+$358.9K
268
清仓
ADBE
ADOBE INC
-$317.2K
0
-100%
建仓
WEX
WEX INC
+$314.3K
2,140
增持
BND
VANGUARD BD INDEX FDS
+$312.7K
83,763
+5%
清仓
IJH
ISHARES TR
-$305.8K
0
-100%
减持
IEFA
ISHARES TR
-$305.4K
3,173
-58%
减持
IDXX
IDEXX LABS INC
+$305.1K
3,549
-7%
减持
OCTW
AIM ETF PRODUCTS TRUST
+$297.8K
157,718
-0%
清仓
ZROZ
PIMCO ETF TR
-$292.3K
0
-100%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$292.2K
5,167
-2%
建仓
BAC
BANK AMERICA CORP
+$291.7K
6,164
清仓
AVY
AVERY DENNISON CORP
-$282.5K
0
-100%
建仓
QCOM
QUALCOMM INC
+$273.1K
1,715
减持
IVV
ISHARES TR
+$265.4K
8,607
-5%
建仓
—
JOHNSON CTLS INTL PLC
+$262.5K
2,485
增持
IYW
ISHARES TR
+$256.4K
4,789
+17%
清仓
ELV
ELEVANCE HEALTH INC
-$254.3K
0
-100%
建仓
CAG
CONAGRA BRANDS INC
+$245.2K
11,979
建仓
DFAC
DIMENSIONAL ETF TRUST
+$238.6K
6,658
建仓
MU
MICRON TECHNOLOGY INC
+$237.9K
1,930
减持
SPY
SPDR S&P 500 ETF TR
-$234.7K
3,731
-49%
减持
IAUM
ISHARES GOLD TR
-$231.7K
33,544
-22%
清仓
MO
ALTRIA GROUP INC
-$229.2K
0
-100%
建仓
XTEN
BONDBLOXX ETF TRUST
+$225.8K
4,891
清仓
KR
KROGER CO
-$224.9K
0
-100%
建仓
PG
PROCTER AND GAMBLE CO
+$223.1K
1,400
清仓
ADI
ANALOG DEVICES INC
-$219.3K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$219.3K
3,087
-2%
建仓
WPM
WHEATON PRECIOUS METALS CORP
+$218.1K
2,429
建仓
BAI
BLACKROCK ETF TRUST
+$217.7K
7,547
建仓
DFAI
DIMENSIONAL ETF TRUST
+$213.3K
6,169
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$206.5K
1,136
建仓
SMIZ
ZACKS TRUST
+$206.1K
6,082
减持
NOW
SERVICENOW INC
+$204.2K
1,172
-7%
建仓
MA
MASTERCARD INCORPORATED
+$204.0K
363
清仓
AMP
AMERIPRISE FINL INC
-$203.3K
0
-100%
减持
VEEV
VEEVA SYS INC
+$191.5K
4,549
-6%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$189.2K
14,825
+8%
增持
VYM
VANGUARD WHITEHALL FDS
+$170.4K
19,266
+4%
减持
ORCL
ORACLE CORP
+$165.6K
2,205
-3%
增持
JULU
AIM ETF PRODUCTS TRUST
+$161.1K
66,043
+2%
减持
SAIA
SAIA INC
-$157.0K
1,576
-6%
增持
NBOS
NEUBERGER BERMAN ETF TRUST
+$155.5K
49,515
+12%
增持
JPM
JPMORGAN CHASE & CO.
+$153.1K
1,718
+22%
增持
SIXJ
AIM ETF PRODUCTS TRUST
+$139.3K
52,248
+2%
清仓
EC
ECOPETROL S A
-$137.1K
0
-100%
减持
EFV
ISHARES TR
-$135.2K
55,815
-11%
减持
CVX
CHEVRON CORP NEW
-$134.8K
2,276
-17%
减持
DIV
GLOBAL X FDS
-$133.8K
100,726
-0%
减持
SHOP
SHOPIFY INC
+$133.3K
9,958
-6%
减持
TLT
ISHARES TR
-$133.0K
15,808
-6%
增持
TYA
SIMPLIFY EXCHANGE TRADED FUN
+$130.1K
178,626
+4%
增持
WFC
WELLS FARGO CO NEW
+$130.0K
7,171
+16%
减持
IWM
ISHARES TR
-$114.1K
1,362
-33%
减持
AGG
ISHARES TR
-$109.9K
6,924
-14%
减持
TEAM
ATLASSIAN CORPORATION
-$109.5K
4,351
-7%
减持
—
ASML HOLDING N V
+$103.4K
1,070
-6%
减持
HUBS
HUBSPOT INC
-$93.8K
1,684
-7%
减持
IWP
ISHARES TR
+$93.3K
11,106
-10%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$91.8K
2,570
-7%
增持
—
LISTED FDS TR
+$91.6K
22,241
+3%
减持
CSGP
COSTAR GROUP INC
-$91.5K
20,902
-7%
增持
V
VISA INC
+$91.3K
867
+40%
增持
GDXJ
VANECK ETF TRUST
+$89.4K
5,251
+13%
增持
—
LISTED FDS TR
+$88.6K
21,873
+3%
减持
PEP
PEPSICO INC
-$88.2K
2,140
-13%
减持
GOOG
ALPHABET INC
+$83.7K
7,794
-6%
