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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 30
增持 40
减持 56
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
SIXP
AIM ETF PRODUCTS TRUST
+$11.3M
368,315
减持
SIXO
AIM ETF PRODUCTS TRUST
-$10.0M
6,105
-98%
减持
COST
COSTCO WHSL CORP NEW
-$7.4M
5,474
-56%
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。
增持
VOO
VANGUARD INDEX FDS
+$7.3M
82,534
+8%
清仓
JANW
AIM ETF PRODUCTS TRUST
-$7.0M
0
-100%
建仓
SEPW
AIM ETF PRODUCTS TRUST
+$6.5M
208,217
增持
SPTM
SPDR SERIES TRUST
+$6.4M
618,213
+7%
清仓
OCTW
AIM ETF PRODUCTS TRUST
-$5.8M
0
-100%
建仓
JULW
AIM ETF PRODUCTS TRUST
+$5.4M
140,286
建仓
DECU
AIM ETF PRODUCTS TRUST
+$4.5M
168,547
清仓
—
LISTED FDS TR
-$3.7M
0
-100%
建仓
SEPZ
ELEVATION SERIES TRUST
+$3.5M
83,810
减持
SPYM
SPDR SERIES TRUST
-$2.3M
229,871
-18%
增持
DYNF
BLACKROCK ETF TRUST
+$2.0M
52,892
+162%
减持
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$1.9M
37,776
-79%
清仓
QBUL
ELEVATION SERIES TRUST
-$1.8M
0
-100%
增持
QUAL
ISHARES TR
+$1.8M
16,890
+102%
建仓
DECZ
ELEVATION SERIES TRUST
+$1.7M
42,877
清仓
SIXJ
AIM ETF PRODUCTS TRUST
-$1.7M
0
-100%
增持
ONEZ
ELEVATION SERIES TRUST
+$1.6M
132,399
+77%
增持
OEF
ISHARES TR
+$1.6M
6,623
+220%
增持
AAPL
APPLE INC
+$1.6M
19,621
+17%
增持
BILZ
PIMCO ETF TR
+$1.5M
42,080
+56%
增持
IVW
ISHARES TR
+$1.5M
23,767
+95%
增持
VXUS
VANGUARD STAR FDS
+$1.5M
184,419
+6%
增持
QBER
ELEVATION SERIES TRUST
+$1.5M
239,272
+34%
增持
TSLA
TESLA INC
+$1.4M
10,458
+1%
增持
IVE
ISHARES TR
+$1.2M
10,527
+123%
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$1.1M
41,389
增持
SCHF
SCHWAB STRATEGIC TR
+$1.0M
86,771
+96%
减持
SGOV
ISHARES TR
-$988.7K
21,271
-32%
减持
CLIP
GLOBAL X FDS
-$986.9K
21,292
-32%
清仓
FLJJ
AIM ETF PRODUCTS TRUST
-$976.3K
0
-100%
减持
ICLO
INVESCO ACTIVELY MANAGED EXC
-$959.3K
206,742
-16%
减持
BIL
SPDR SERIES TRUST
-$949.5K
25,188
-29%
建仓
KO
COCA COLA CO
+$948.5K
14,302
清仓
—
LISTED FDS TR
-$916.9K
0
-100%
清仓
—
LISTED FDS TR
-$908.9K
0
-100%
清仓
SPUC
SIMPLIFY EXCHANGE TRADED FUN
-$882.8K
0
-100%
清仓
OCTU
AIM ETF PRODUCTS TRUST
-$882.7K
0
-100%
清仓
NVBU
AIM ETF PRODUCTS TRUST
-$878.3K
0
-100%
增持
BAI
BLACKROCK ETF TRUST
+$841.2K
31,000
+311%
减持
JULU
AIM ETF PRODUCTS TRUST
-$828.2K
33,850
-49%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$825.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$802.4K
41,576
-6%
增持
IEMG
ISHARES INC
+$780.2K
78,633
+7%
增持
IUSB
ISHARES TR
+$751.6K
34,332
+86%
减持
IWP
ISHARES TR
-$751.1K
5,541
-50%
减持
EFG
ISHARES TR
-$744.4K
26,323
-21%
增持
GOOG
ALPHABET INC
+$618.7K
8,217
+5%
增持
THRO
BLACKROCK ETF TRUST
+$615.6K
28,566
+118%
建仓
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$588.0K
28,392
建仓
SHLD
GLOBAL X FDS
+$574.7K
8,182
建仓
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$557.8K
21,243
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$556.2K
67,440
-12%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$524.4K
12,929
增持
SCHG
SCHWAB STRATEGIC TR
+$494.9K
27,490
+110%
减持
GOOGL
ALPHABET INC
+$494.1K
9,165
-7%
减持
SCEC
CAPITOL SER TR
-$491.4K
136,109
-13%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$480.9K
18,135
+22%
建仓
MGC
VANGUARD WORLD FD
+$471.6K
1,932
建仓
KEY
KEYCORP
+$469.7K
25,129
减持
DECW
AIM ETF PRODUCTS TRUST
-$469.0K
218,565
-10%
建仓
GLDM
WORLD GOLD TR
+$467.5K
6,115
清仓
ONEQ
FIDELITY COMWLTH TR
-$458.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$444.9K
3,577
+16%
清仓
IMCG
ISHARES TR
-$442.5K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$427.3K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$420.2K
25,557
-25%
减持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$401.5K
53,652
-28%
建仓
LVHI
LEGG MASON ETF INVT
+$391.5K
11,265
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$381.9K
0
-100%
增持
AVGO
BROADCOM INC
+$373.4K
3,321
+27%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$361.1K
76,924
-18%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$344.6K
5,301
增持
BAC
BANK AMERICA CORP
+$316.1K
11,782
+91%
清仓
JANT
AIM ETF PRODUCTS TRUST
-$314.4K
0
-100%
减持
IWX
ISHARES TR
-$305.3K
61,743
-9%
清仓
OCTT
AIM ETF PRODUCTS TRUST
-$300.1K
0
-100%
清仓
SIXD
AIM ETF PRODUCTS TRUST
-$296.9K
0
-100%
减持
WDIV
SPDR INDEX SHS FDS
-$286.6K
30,294
-14%
减持
SPGI
S&P GLOBAL INC
-$284.6K
4,065
-5%
减持
IYW
ISHARES TR
-$281.2K
2,801
-42%
建仓
GAEM
SIMPLIFY EXCHANGE TRADED FUN
+$280.7K
10,650
减持
SPY
SPDR S&P 500 ETF TR
-$279.0K
3,192
-14%
减持
VTI
VANGUARD INDEX FDS
-$274.3K
4,153
-23%
减持
MSFT
MICROSOFT CORP
+$272.4K
15,149
-1%
建仓
HBNC
HORIZON BANCORP INC
+$269.6K
16,839
建仓
GLW
CORNING INC
+$268.2K
3,269
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$267.9K
49,499
+37%
减持
EFV
ISHARES TR
-$262.9K
48,360
-13%
建仓
USMV
ISHARES TR
+$260.6K
2,740
清仓
ROL
ROLLINS INC
-$256.3K
0
-100%
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$254.6K
52,409
+24%
建仓
NRG
NRG ENERGY INC
+$250.9K
1,549
建仓
JNJ
JOHNSON & JOHNSON
+$239.6K
1,292
清仓
DFAC
DIMENSIONAL ETF TRUST
-$238.6K
0
-100%
减持
SHOP
SHOPIFY INC
+$238.6K
9,335
-6%
清仓
IQDG
WISDOMTREE TR
-$237.5K
0
-100%
增持
XTEN
BONDBLOXX ETF TRUST
+$237.3K
9,930
+103%
减持
VYM
VANGUARD WHITEHALL FDS
-$233.4K
16,565
-14%
减持
IWY
ISHARES TR
-$230.3K
37,073
-12%
减持
TEAM
ATLASSIAN CORPORATION
-$229.7K
4,095
-6%
减持
IDEV
ISHARES TR
-$228.2K
13,503
-22%
建仓
SRLN
SSGA ACTIVE ETF TR
+$227.5K
5,471
减持
IWS
ISHARES TR
-$224.1K
21,147
-12%
清仓
EFAV
ISHARES TR
-$221.1K
0
-100%
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$220.4K
6,430
增持
—
JOHNSON CTLS INTL PLC
+$219.9K
4,387
+77%
建仓
CALF
PACER FDS TR
+$218.9K
5,001
增持
AMZN
AMAZON COM INC
+$218.2K
22,626
+5%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$217.8K
258,021
-3%
减持
NOW
SERVICENOW INC
-$211.0K
1,080
-8%
建仓
SEPT
AIM ETF PRODUCTS TRUST
+$210.2K
6,098
清仓
DLN
WISDOMTREE TR
-$210.0K
0
-100%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$209.0K
4,568
建仓
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$207.5K
12,000
减持
HUBS
HUBSPOT INC
-$203.9K
1,568
-7%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$202.9K
5,171
+0%
增持
MUB
ISHARES TR
+$202.6K
12,727
+15%
建仓
DELL
DELL TECHNOLOGIES INC
+$202.5K
1,428
减持
DIV
GLOBAL X FDS
-$193.4K
89,170
-11%
减持
SMH
VANECK ETF TRUST
+$192.1K
4,797
-3%
减持
MDB
MONGODB INC
+$185.8K
2,144
-6%
增持
META
META PLATFORMS INC
+$174.2K
3,410
+8%
减持
SMR
NUSCALE PWR CORP
-$169.8K
38,163
-2%
减持
—
NORTHERN LTS FD TR IV
-$163.0K
120,079
-8%
增持
MTUM
ISHARES TR
+$152.3K
4,204
+9%
减持
TLT
ISHARES TR
-$148.5K
13,948
-12%
减持
AGG
ISHARES TR
-$142.2K
5,434
-22%
减持
GLD
SPDR GOLD TR
+$141.9K
4,093
-5%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$134.3K
20,849
-11%
减持
EDIV
SPDR INDEX SHS FDS
-$131.9K
27,259
-13%
增持
WFC
WELLS FARGO CO NEW
+$129.5K
8,399
+17%
减持
NBOS
NEUBERGER BERMAN ETF TRUST
-$127.3K
43,264
-13%
减持
—
ASML HOLDING N V
+$125.1K
1,015
-5%
增持
SNPS
SYNOPSYS INC
+$116.2K
1,631
+21%
减持
ANGL
VANECK ETF TRUST
-$112.3K
31,052
-12%
增持
—
MASIMO CORP
-$109.5K
5,337
+0%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$107.9K
3,453
-6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$87.6K
2,504
-3%
减持
IDXX
IDEXX LABS INC
+$86.7K
3,115
-12%
减持
ORCL
ORACLE CORP
+$84.7K
2,015
-9%
减持
VNQ
VANGUARD INDEX FDS
-$84.4K
2,885
-26%
增持
QCOM
QUALCOMM INC
+$83.8K
2,145
+25%
减持
IWM
ISHARES TR
-$82.4K
874
-36%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$79.5K
38,994
-9%
增持
SLV
ISHARES SILVER TR
+$76.9K
7,574
+2%
增持
SPYG
SPDR SERIES TRUST
+$74.6K
3,064
+19%
增持
JPM
JPMORGAN CHASE & CO.
+$72.7K
1,810
+5%
