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SECURED RETIREMENT ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SECURED RETIREMENT ADVISORS, LLC

报告期 2026-03-31 · CIK 0002012356

持仓数

130

前50大市值合计

$122.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

STXF EA SERIES TRUST

STRIVE 500 ETF

$7.8M

186,029

6.4%

NVDA NVIDIA CORPORATION

COM

$6.9M

39,366

5.6%

AAPL APPLE INC

COM

$6.3M

24,716

5.1%

BOND PIMCO ETF TR

ACTIVE BD ETF

$5.4M

58,697

4.4%

GLW CORNING INC

COM

$5.3M

39,104

4.3%

MSFT MICROSOFT CORP

COM

$4.2M

11,355

3.4%

GOOGL ALPHABET INC

CAP STK CL A

$4.2M

14,473

3.4%

ED CONSOLIDATED EDISON INC

COM

$3.8M

33,161

3.1%

AMZN AMAZON COM INC

COM

$3.3M

15,888

2.7%

— EXXON MOBIL CORP

COM

$3.2M

18,813

2.6%

CL COLGATE PALMOLIVE CO

COM

$3.1M

36,400

2.5%

MRK MERCK & CO INC

COM

$2.9M

23,897

2.3%

ITW ILLINOIS TOOL WKS INC

COM

$2.7M

10,287

2.2%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$2.6M

45,999

2.1%

IBM INTERNATIONAL BUSINESS MACHS

COM

$2.6M

10,673

2.1%

TSLA TESLA INC

COM

$2.5M

6,806

2.1%

CSCO CISCO SYS INC

COM

$2.5M

32,387

2.1%

BNY BANK NEW YORK MELLON CORP

COM

$2.4M

20,265

2.0%

WMT WALMART INC

COM

$2.4M

19,111

1.9%

IEFA ISHARES TR

CORE MSCI EAFE

$2.3M

25,819

1.9%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$2.2M

64,547

1.8%

AVGO BROADCOM INC

COM

$2.2M

6,955

1.8%

JPM JPMORGAN CHASE & CO

COM

$2.1M

7,282

1.8%

C CITIGROUP INC

COM NEW

$2.1M

18,821

1.7%

LMT LOCKHEED MARTIN CORP

COM

$1.9M

3,209

1.6%

CVX CHEVRON CORPORATION

COM

$1.9M

9,374

1.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.9M

5,969

1.6%

YUM YUM BRANDS INC

COM

$1.8M

11,588

1.5%

LLY ELI LILLY & CO

COM

$1.8M

1,909

1.4%

ORCL ORACLE CORP

COM

$1.6M

10,677

1.3%

GE GE AEROSPACE

COM NEW

$1.5M

5,380

1.2%

COHR COHERENT CORP

COM

$1.5M

6,271

1.2%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$1.5M

37,479

1.2%

BPOP POPULAR INC

COM NEW

$1.4M

10,647

1.2%

RTX RTX CORPORATION

COM

$1.4M

7,255

1.1%

GS GOLDMAN SACHS GROUP INC

COM

$1.4M

1,640

1.1%

BA BOEING CO

COM

$1.4M

6,830

1.1%

CLX CLOROX CO DEL

COM

$1.3M

12,903

1.1%

BKR BAKER HUGHES COMPANY

CL A

$1.3M

21,900

1.1%

STXE EA SERIES TRUST

STRIVE EMERGING

$1.3M

33,934

1.1%

TEX TEREX CORP NEW

COM

$1.3M

22,118

1.1%

— JOHNSON CONTROLS INTERNATION

SHS

$1.3M

9,952

1.1%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$1.3M

23,181

1.1%

DE DEERE & CO

COM

$1.3M

2,228

1.0%

CAT CATERPILLAR INC

COM

$1.2M

1,762

1.0%

PFE PFIZER INC

COM

$1.2M

44,051

1.0%

ZALT INNOVATOR ETFS TRUST

U S EQ 10 BUFFER

$1.2M

37,643

1.0%

PYLD PIMCO ETF TR

MULTISECTOR BD

$1.2M

46,480

1.0%

XOCT FIRST TR EXCHNG TRADED FD VI

FT VEST U.S

$1.2M

32,432

1.0%

SAUG FIRST TR EXCHNG TRADED FD VI

FT VEST U.S

$1.2M

46,213

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

29%前 6 大占比

STXF6.4%NVDA5.6%AAPL5.1%BOND4.4%GLW4.3%MSFT3.4%