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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 30
增持 25
减持 68
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
SPTM
SPDR SERIES TRUST
+$9.3M
707,527
+25%
增持
COST
COSTCO WHOLESALE CORPORATION
+$8.1M
13,105
+127%
建仓
CORO
BLACKROCK ETF TRUST
+$7.2M
222,401
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。
清仓
OEF
ISHARES TR
-$5.4M
0
-100%
减持
IEMG
ISHARES INC
-$3.1M
51,740
-48%
增持
VXUS
VANGUARD STAR FDS
+$3.0M
199,053
+21%
建仓
SCEP
STERLING CAP FDS
+$3.0M
125,332
清仓
QBER
ELEVATION SERIES TRUST
-$2.5M
0
-100%
建仓
SCMC
STERLING CAP FDS
+$2.3M
90,589
建仓
SCNM
STERLING CAP FDS
+$2.1M
84,240
减持
SCHF
SCHWAB STRATEGIC TR
-$1.8M
109,769
-42%
建仓
BLCR
BLACKROCK ETF TRUST
+$1.8M
43,626
减持
MSFT
MICROSOFT CORP
-$1.6M
11,661
-5%
清仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-$1.5M
0
-100%
减持
GLDM
WORLD GOLD TR
-$1.4M
5,130
-77%
减持
VOO
VANGUARD INDEX FDS
-$1.4M
34,224
-2%
建仓
PAYM
ELEVATION SERIES TRUST
+$1.3M
60,124
减持
NVDA
NVIDIA CORPORATION
-$1.2M
34,541
-11%
清仓
MUB
ISHARES TR
-$1.2M
0
-100%
建仓
GOVT
ISHARES TR
+$1.1M
48,806
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.0M
3,644
-83%
增持
FOXY
SIMPLIFY EXCHANGE TRADED FUN
+$940.3K
79,799
+56%
建仓
AUGZ
ELEVATION SERIES TRUST
+$932.1K
22,934
减持
IVV
ISHARES TR
-$924.2K
4,531
-20%
增持
SPYM
SPDR SERIES TRUST
+$857.0K
161,503
+13%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$808.4K
3,335
减持
TSLA
TESLA INC
-$784.6K
8,956
-2%
增持
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$772.4K
90,970
+63%
减持
IWY
ISHARES TR
-$749.6K
11,576
-12%
减持
SIXO
AIM ETF PRODUCTS TRUST
-$748.7K
184,579
-8%
减持
DYNF
BLACKROCK ETF TRUST
-$724.1K
125,222
-5%
减持
ICLO
INVESCO ACTIVELY MANAGED EXC
-$663.8K
51,561
-33%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$661.8K
11,113
清仓
USMV
ISHARES TR
-$635.7K
0
-100%
减持
AMZN
AMAZON COM INC
-$582.7K
16,260
-5%
增持
SHLD
GLOBAL X FDS
+$547.8K
27,888
+27%
建仓
HBNC
HORIZON BANCORP IND
+$518.2K
31,276
减持
VYM
VANGUARD WHITEHALL FDS
-$510.3K
1,805
-67%
建仓
GPC
GENUINE PARTS CO
+$508.3K
4,807
减持
BILZ
PIMCO ETF TR
-$501.2K
5,155
-49%
增持
CMI
CUMMINS INC
+$467.5K
2,347
+51%
清仓
DIV
GLOBAL X FDS
-$461.9K
0
-100%
建仓
SPLS
PIMCO ETF TR
+$450.5K
9,572
建仓
ONEH
ELEVATION SERIES TRUST
+$446.8K
18,530
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$436.9K
109,558
+4%
建仓
BBSGX
STERLING CAP FDS
+$432.8K
17,246
建仓
PAYH
ELEVATION SERIES TRUST
+$411.8K
20,174
减持
OCTW
AIM ETF PRODUCTS TRUST
-$404.3K
106,592
-8%
增持
AAPL
APPLE INC
+$391.3K
19,291
+16%
增持
IVW
ISHARES TR
-$390.8K
58,188
+3%
清仓
NBOS
NEUBERGER BERMAN ETF TRUST
-$365.3K
0
-100%
增持
IWP
ISHARES TR
+$363.5K
5,239
+133%
增持
BND
VANGUARD BD INDEX FDS
+$360.2K
75,481
+8%
减持
IDXX
IDEXX LABS INC
-$357.8K
808
-33%
清仓
MDB
MONGODB INC
-$346.2K
0
-100%
清仓
NOW
SERVICENOW INC
-$345.6K
0
-100%
减持
META
META PLATFORMS INC
-$335.5K
2,839
-4%
减持
SPGI
S&P GLOBAL INC
-$329.8K
1,365
-22%
清仓
CLOI
VANECK ETF TRUST
-$316.5K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$306.3K
0
-100%
建仓
SHV
ISHARES TR
+$306.2K
2,774
建仓
UNP
UNION PAC CORP
+$304.7K
1,256
减持
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$302.6K
135,491
-6%
清仓
WDAY
WORKDAY INC
-$302.4K
0
-100%
减持
GOOG
ALPHABET INC
-$293.5K
3,928
-13%
清仓
MSCI
MSCI INC
-$292.0K
0
-100%
减持
SEPW
AIM ETF PRODUCTS TRUST
-$289.6K
118,350
-6%
减持
CSGP
COSTAR GROUP INC
-$286.3K
6,360
-21%
减持
SHOP
SHOPIFY INC
-$283.8K
3,068
-24%
清仓
TEAM
ATLASSIAN CORPORATION
-$277.6K
0
-100%
清仓
ANGL
VANECK ETF TRUST
-$269.5K
0
-100%
建仓
TJX
TJX COS INC NEW
+$267.5K
1,675
清仓
GDXJ
VANECK ETF TRUST
-$267.0K
0
-100%
清仓
HUBS
HUBSPOT INC
-$263.3K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$261.8K
0
-100%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$259.9K
5,186
减持
GOOGL
ALPHABET INC
-$259.1K
7,068
-3%
建仓
—
EATON CORP PLC
+$251.4K
703
清仓
IAU
ISHARES GOLD TR
-$249.5K
0
-100%
减持
JULW
AIM ETF PRODUCTS TRUST
-$244.8K
81,235
-6%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$244.6K
1,672
减持
DECU
AIM ETF PRODUCTS TRUST
-$243.2K
89,960
-6%
清仓
GSEP
FIRST TR EXCHNG TRADED FD VI
-$242.9K
0
-100%
减持
IWX
ISHARES TR
-$239.3K
19,054
-13%
清仓
V
VISA INC
-$237.6K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$235.3K
1,212
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$234.1K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$231.5K
4,611
建仓
SYK
STRYKER CORPORATION
+$229.6K
699
清仓
MA
MASTERCARD INCORPORATED
-$224.4K
0
-100%
清仓
AGEM
ABRDN FDS
-$222.4K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$220.3K
2,662
建仓
HYG
ISHARES TR
+$214.9K
2,701
增持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$212.9K
135,332
+8%
建仓
IUSV
ISHARES TR
+$206.8K
2,022
建仓
DELL
DELL TECHNOLOGIES INC
+$206.5K
1,258
清仓
BINC
BLACKROCK ETF TRUST II
-$204.9K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$204.8K
1,044
减持
WFC
WELLS FARGO & CO
-$203.9K
7,822
-12%
减持
FGD
FIRST TR EXCHANGE-TRADED FD
-$203.4K
16,069
-32%
清仓
NFLX
NETFLIX INC
-$202.1K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$201.0K
0
-100%
减持
WDIV
SPDR INDEX SHS FDS
-$200.0K
6,520
-30%
减持
SEPZ
ELEVATION SERIES TRUST
-$196.9K
47,204
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$189.0K
2,008
-13%
增持
MU
MICRON TECHNOLOGY INC
+$180.5K
1,692
+24%
减持
EFG
ISHARES TR
-$176.4K
7,728
-15%
减持
ONEZ
ELEVATION SERIES TRUST
-$170.9K
74,171
-5%
减持
EFV
ISHARES TR
-$163.6K
14,052
-17%
减持
—
EXXON MOBIL CORP
+$162.4K
3,674
-4%
减持
SPYG
SPDR SERIES TRUST
-$162.0K
2,446
-35%
减持
GLW
CORNING INC
+$157.1K
3,281
-1%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$150.5K
112,296
+9%
减持
VEEV
VEEVA SYS INC
-$146.8K
1,368
-21%
减持
SPD
SIMPLIFY EXCHANGE TRADED FUN
-$146.5K
22,244
-9%
减持
IVE
ISHARES TR
-$141.8K
35,716
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$133.9K
39,407
+8%
减持
EDIV
SPDR INDEX SHS FDS
-$133.1K
5,112
-40%
减持
VUG
VANGUARD INDEX FDS
-$130.1K
1,049
-13%
减持
CAT
CATERPILLAR INC
+$127.3K
1,099
-3%
增持
IUSB
ISHARES TR
+$120.8K
88,999
+4%
减持
SMR
NUSCALE PWR CORP
-$116.0K
27,216
-6%
增持
SVOL
SIMPLIFY EXCHANGE TRADED FUN
-$115.3K
100,242
+6%
增持
AVGO
BROADCOM INC
+$115.1K
3,707
+24%
减持
JANZ
ELEVATION SERIES TRUST
-$114.6K
25,495
-8%
增持
VOOG
VANGUARD ADMIRAL FDS INC
-$113.0K
3,906
+2%
减持
DECZ
ELEVATION SERIES TRUST
-$112.8K
24,037
-7%
减持
ORCL
ORACLE CORP
-$112.8K
1,811
-7%
减持
LITE
LUMENTUM HLDGS INC
+$112.7K
516
-24%
减持
IWS
ISHARES TR
-$111.6K
6,391
-14%
减持
CVX
CHEVRON CORPORATION
+$108.5K
2,075
-1%
减持
VTI
VANGUARD INDEX FDS
-$96.7K
2,966
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$91.8K
1,338
-3%
减持
QCOM
QUALCOMM INC
-$91.4K
1,878
-4%
增持
QUAL
ISHARES TR
-$85.9K
24,560
+2%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$84.0K
2,770
+17%
增持
BAI
BLACKROCK ETF TRUST
+$82.4K
83,376
+4%
增持
IJR
ISHARES TR
+$82.4K
2,543
+31%
减持
TLT
ISHARES TR
-$82.1K
3,778
-20%
减持
SPYC
SIMPLIFY EXCHANGE TRADED FUN
-$81.4K
11,269
-8%
减持
SON
SONOCO PRODS CO
+$78.6K
7,877
-1%
减持
LLY
ELI LILLY & CO
-$74.7K
316
-7%
减持
SNPS
SYNOPSYS INC
-$73.9K
637
-8%
减持
GLD
SPDR GOLD TR
+$73.5K
3,083
-2%
减持
SCHX
SCHWAB STRATEGIC TR
-$71.5K
23,132
-6%
减持
JPM
JPMORGAN CHASE & CO
-$69.3K
1,717
-4%
减持
SGOV
ISHARES TR
-$66.8K
12,981
-5%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$66.8K
1,092
-79%
减持
JULU
AIM ETF PRODUCTS TRUST
-$65.8K
17,504
-8%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$65.5K
5,789
-11%
