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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 25
减持 72
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$28.7M
34,782
-58%
清仓
SIXP
AIM ETF PRODUCTS TRUST
-$11.3M
0
-100%
清仓
DECW
AIM ETF PRODUCTS TRUST
-$7.2M
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。
增持
SIXO
AIM ETF PRODUCTS TRUST
+$6.8M
201,088
+3194%
减持
IWY
ISHARES TR
-$6.5M
13,109
-65%
减持
SPYM
SPDR SERIES TRUST
-$6.5M
143,410
-38%
增持
IVE
ISHARES TR
+$5.5M
36,230
+244%
增持
DYNF
BLACKROCK ETF TRUST
+$4.9M
131,714
+149%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$4.5M
115,510
增持
IVW
ISHARES TR
+$4.1M
56,567
+138%
清仓
—
NORTHERN LTS FD TR IV
-$3.9M
0
-100%
减持
IWX
ISHARES TR
-$3.4M
21,827
-65%
减持
QBER
ELEVATION SERIES TRUST
-$3.4M
105,892
-56%
减持
ICLO
INVESCO ACTIVELY MANAGED EXC
-$3.3M
77,463
-63%
减持
BILZ
PIMCO ETF TR
-$3.2M
10,139
-76%
增持
OEF
ISHARES TR
+$3.2M
15,848
+139%
减持
SPTM
SPDR SERIES TRUST
-$3.2M
565,322
-9%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.7M
21,081
-69%
减持
SCEC
CAPITOL SER TR
-$2.6M
33,012
-76%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$2.5M
126,199
-39%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.5M
187,984
+117%
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$2.5M
144,340
-44%
增持
IUSB
ISHARES TR
+$2.4M
85,734
+150%
增持
MTUM
ISHARES TR
+$2.3M
13,615
+224%
减持
EFV
ISHARES TR
-$2.1M
16,923
-65%
减持
JULW
AIM ETF PRODUCTS TRUST
-$2.0M
86,852
-38%
减持
EFG
ISHARES TR
-$2.0M
9,103
-65%
减持
IWS
ISHARES TR
-$1.9M
7,394
-65%
减持
DECU
AIM ETF PRODUCTS TRUST
-$1.9M
96,179
-43%
减持
MSFT
MICROSOFT CORP
-$1.9M
12,325
-19%
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$1.7M
125,208
+139%
增持
BAI
BLACKROCK ETF TRUST
+$1.6M
80,025
+158%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$1.6M
105,428
+131%
增持
THRO
BLACKROCK ETF TRUST
+$1.6M
69,315
+143%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.6M
5,418
-67%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.5M
103,124
+263%
减持
QQQ
INVESCO QQQ TR
-$1.5M
990
-72%
增持
QUAL
ISHARES TR
+$1.5M
24,150
+43%
减持
WDIV
SPDR INDEX SHS FDS
-$1.5M
9,319
-69%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$1.5M
23,670
-69%
增持
IEMG
ISHARES INC
+$1.5M
99,161
+26%
减持
ONEZ
ELEVATION SERIES TRUST
-$1.5M
78,086
-41%
减持
IVV
ISHARES TR
-$1.5M
5,671
-29%
增持
GLDM
WORLD GOLD TR
+$1.4M
22,389
+266%
减持
SEPZ
ELEVATION SERIES TRUST
-$1.4M
50,022
-40%
建仓
FOXY
SIMPLIFY EXCHANGE TRADED FUN
+$1.4M
51,194
减持
IDXX
IDEXX LABS INC
-$1.2M
1,200
-61%
减持
VXUS
VANGUARD STAR FDS
-$1.2M
164,157
-11%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$1.1M
6,485
-64%
减持
CSGP
COSTAR GROUP INC
-$1.1M
8,074
-59%
减持
DIV
GLOBAL X FDS
-$1.1M
26,671
-70%
清仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
减持
SPGI
S&P GLOBAL INC
-$1.1M
1,742
-57%
建仓
JANZ
ELEVATION SERIES TRUST
+$1.1M
27,602
减持
BND
VANGUARD BD INDEX FDS
-$1.0M
70,180
-16%
减持
AMZN
AMAZON COM INC
-$998.8K
17,196
-24%
减持
SMR
NUSCALE PWR CORP
-$962.9K
29,005
-24%
清仓
KO
COCA COLA CO
-$948.5K
0
-100%
增持
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$902.1K
55,809
+163%
减持
IAUM
ISHARES GOLD TR
-$879.0K
5,823
-80%
清仓
SCHG
SCHWAB STRATEGIC TR
-$877.2K
0
-100%
减持
VEEV
VEEVA SYS INC
-$872.2K
1,734
-59%
增持
SHLD
GLOBAL X FDS
+$853.1K
22,037
+169%
减持
TLT
ISHARES TR
-$836.9K
4,700
-66%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$822.9K
6,499
-69%
减持
BIL
SPDR SERIES TRUST
-$811.7K
16,407
-35%
减持
NBOS
NEUBERGER BERMAN ETF TRUST
-$796.8K
13,394
-69%
建仓
CMI
CUMMINS INC
+$795.3K
1,558
减持
CLIP
GLOBAL X FDS
-$776.5K
13,601
-36%
清仓
SHV
ISHARES TR
-$771.9K
0
-100%
减持
SGOV
ISHARES TR
-$768.5K
13,683
-36%
减持
SHOP
SHOPIFY INC
-$739.5K
4,024
-57%
减持
CLOI
VANECK ETF TRUST
-$735.5K
5,993
-70%
减持
EDIV
SPDR INDEX SHS FDS
-$724.1K
8,555
-69%
减持
DECZ
ELEVATION SERIES TRUST
-$700.7K
25,982
-39%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$687.3K
94,136
+75%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$670.5K
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$664.6K
24,699
清仓
DFSD
DIMENSIONAL ETF TRUST
-$653.8K
0
-100%
减持
ANGL
VANECK ETF TRUST
-$653.7K
9,177
-70%
增持
NOW
SERVICENOW INC
-$648.3K
2,256
+109%
减持
IDEV
ISHARES TR
-$637.2K
5,400
-60%
建仓
THC
TENET HEALTHCARE CORP
+$633.1K
3,186
清仓
ILCG
ISHARES TR
-$585.1K
0
-100%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$585.1K
24,339
-38%
减持
GOOG
ALPHABET INC
-$580.8K
4,526
-45%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$573.2K
980
-61%
减持
NVDA
NVIDIA CORPORATION
-$557.7K
38,603
-7%
清仓
IYW
ISHARES TR
-$548.5K
0
-100%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$546.3K
3,836
-26%
清仓
AGG
ISHARES TR
-$544.7K
0
-100%
减持
META
META PLATFORMS INC
-$544.4K
2,969
-13%
减持
TSLA
TESLA INC
-$536.8K
9,148
-13%
减持
—
ASML HOLDING N V
-$533.3K
420
-59%
减持
WDAY
WORKDAY INC
-$530.3K
1,408
-59%
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$524.4K
0
-100%
清仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$514.1K
0
-100%
建仓
OCTZ
ELEVATION SERIES TRUST
+$503.9K
11,843
清仓
UNP
UNION PAC CORP
-$496.0K
0
-100%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$495.6K
36,416
+42%
减持
AAPL
APPLE INC
-$491.7K
16,569
-16%
减持
IWP
ISHARES TR
-$481.4K
2,247
-59%
增持
XTEN
BONDBLOXX ETF TRUST
+$480.7K
20,419
+106%
建仓
SPUC
SIMPLIFY EXCHANGE TRADED FUN
+$478.8K
10,276
减持
SNPS
SYNOPSYS INC
-$478.3K
695
-57%
清仓
MGC
VANGUARD WORLD FD
-$471.6K
0
-100%
减持
HUBS
HUBSPOT INC
-$470.3K
656
-58%
清仓
KEY
KEYCORP
-$469.7K
0
-100%
减持
MSCI
MSCI INC
-$457.6K
509
-61%
减持
VUG
VANGUARD INDEX FDS
-$452.8K
1,206
-44%
清仓
SAIA
SAIA INC
-$448.1K
0
-100%
增持
GAEM
SIMPLIFY EXCHANGE TRADED FUN
+$437.3K
26,965
+153%
建仓
MOG/B
MOOG INC
+$429.0K
1,728
减持
JULU
AIM ETF PRODUCTS TRUST
-$424.9K
19,035
-44%
清仓
LVHI
LEGG MASON ETF INVT
-$391.5K
0
-100%
清仓
DGRW
WISDOMTREE TR
-$380.7K
0
-100%
减持
TEAM
ATLASSIAN CORPORATION
-$376.4K
1,712
-58%
增持
USMV
ISHARES TR
+$375.1K
6,751
+146%
减持
SPYC
SIMPLIFY EXCHANGE TRADED FUN
-$351.2K
12,310
-40%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$343.4K
66,624
+35%
减持
MDB
MONGODB INC
-$319.2K
825
-62%
减持
VTI
VANGUARD INDEX FDS
-$314.6K
3,126
-25%
建仓
MBB
ISHARES TR
+$303.7K
3,190
减持
BAC
BANK AMERICA CORP
-$290.2K
5,776
-51%
清仓
VB
VANGUARD INDEX FDS
-$289.0K
0
-100%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$281.1K
1,308
-62%
清仓
PFE
PFIZER INC
-$280.2K
0
-100%
清仓
HBNC
HORIZON BANCORP INC
-$269.6K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$263.7K
0
-100%
清仓
PEP
PEPSICO INC
-$258.2K
0
-100%
减持
GDXJ
VANECK ETF TRUST
-$253.0K
2,347
-55%
清仓
NRG
NRG ENERGY INC
-$250.9K
0
-100%
建仓
LITE
LUMENTUM HLDGS INC
+$249.9K
678
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$249.1K
0
-100%
清仓
DFAI
DIMENSIONAL ETF TRUST
-$246.9K
0
-100%
减持
GDX
VANECK ETF TRUST
-$245.7K
3,052
-54%
清仓
DECT
AIM ETF PRODUCTS TRUST
-$244.0K
0
-100%
建仓
GSEP
FIRST TR EXCHNG TRADED FD VI
+$242.9K
6,270
清仓
SCHW
SCHWAB CHARLES CORP
-$240.6K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$237.1K
1,107
清仓
SMIZ
ZACKS TRUST
-$229.2K
0
-100%
清仓
SRLN
SSGA ACTIVE ETF TR
-$227.5K
0
-100%
建仓
AGEM
ABRDN FDS
+$222.4K
5,794
清仓
ABT
ABBOTT LABS
-$221.7K
0
-100%
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$220.4K
0
-100%
清仓
CALF
PACER FDS TR
-$218.9K
0
-100%
清仓
IWM
ISHARES TR
-$211.6K
0
-100%
清仓
—
LINDE PLC
-$210.7K
0
-100%
清仓
SEPT
AIM ETF PRODUCTS TRUST
-$210.2K
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$204.9K
3,883
