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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
$122.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 110 项
建仓 19
增持 56
减持 22
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
+$1.5M
10,462
+274%
建仓
TRGP
TARGA RES CORP
+$1.2M
11,101
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.1M
9,934
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
BX
BLACKSTONE INC
-$1.1M
0
-100%
建仓
PAYC
PAYCOM SOFTWARE INC
+$937.3K
4,710
减持
PSX
PHILLIPS 66
-$785.1K
1,647
-79%
建仓
KJAN
INNOVATOR ETFS TRUST
+$759.2K
21,465
减持
TGT
TARGET CORP
-$706.7K
4,491
-57%
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$594.1K
16,850
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$576.6K
0
-100%
清仓
PJUL
INNOVATOR ETFS TR
-$557.7K
0
-100%
清仓
KJUL
INNOVATOR ETFS TR
-$540.5K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$531.2K
1,290
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$507.2K
13,947
+2%
增持
ENSG
ENSIGN GROUP INC
+$464.0K
8,839
+56%
建仓
IJAN
INNOVATOR ETFS TRUST
+$460.0K
14,703
减持
CAT
CATERPILLAR INC
+$442.8K
7,348
-3%
建仓
NJAN
INNOVATOR ETFS TRUST
+$434.0K
9,959
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$432.3K
15,934
增持
CVX
CHEVRON CORP NEW
+$424.8K
11,391
+24%
增持
STXF
EA SERIES TRUST
+$423.6K
131,887
+0%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$421.5K
13,409
增持
QCOM
QUALCOMM INC
+$419.2K
17,675
+80%
减持
AMAT
APPLIED MATLS INC
+$414.7K
10,499
-3%
清仓
IJUL
INNOVATOR ETFS TR
-$392.8K
0
-100%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$387.0K
12,263
增持
LOW
LOWES COS INC
+$374.7K
6,747
+12%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$366.2K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$351.2K
2,722
+17%
建仓
YDEC
FIRST TR EXCHNG TRADED FD VI
+$336.7K
14,315
增持
FCX
FREEPORT-MCMORAN INC
+$334.3K
39,482
+10%
清仓
HCA
HCA HEALTHCARE INC
-$326.4K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$320.0K
9,294
+3%
清仓
INTC
INTEL CORP
-$319.9K
0
-100%
清仓
XMAR
FIRST TR EXCHNG TRADED FD VI
-$307.7K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$296.0K
5,534
-13%
增持
OXY
OCCIDENTAL PETE CORP
+$292.9K
17,208
+24%
增持
WM
WASTE MGMT INC DEL
+$273.7K
5,672
+9%
清仓
XSEP
FIRST TR EXCHNG TRADED FD VI
-$262.6K
0
-100%
增持
GOOGL
ALPHABET INC
+$261.7K
11,317
+9%
减持
STLD
STEEL DYNAMICS INC
+$255.5K
9,314
-2%
清仓
IAPR
INNOVATOR ETFS TR
-$250.9K
0
-100%
增持
COWZ
PACER FDS TR
+$246.7K
31,285
+4%
增持
IHDG
WISDOMTREE TR
+$245.3K
59,080
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$233.4K
23,653
+10%
建仓
ABBV
ABBVIE INC
+$232.5K
1,277
建仓
LLY
ELI LILLY & CO
+$231.8K
298
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$229.4K
7,923
增持
UNH
UNITEDHEALTH GROUP INC
+$227.1K
7,699
+13%
增持
COST
COSTCO WHSL CORP NEW
+$222.7K
2,695
+2%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$215.6K
6,009
建仓
TRV
TRAVELERS COMPANIES INC
+$213.1K
926
建仓
V
VISA INC
+$209.3K
750
清仓
MRK
MERCK & CO INC
-$205.0K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$202.7K
589
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$201.0K
26,351
+42%
清仓
QSPT
FIRST TR EXCHNG TRADED FD VI
-$200.9K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$200.1K
801
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$190.7K
76,209
+1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$188.8K
40,642
+1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$186.6K
118,551
+1%
增持
AAPL
APPLE INC
-$173.1K
8,360
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$167.9K
20,004
+13%
增持
TJX
TJX COS INC NEW
+$162.5K
17,132
+2%
减持
—
TRANE TECHNOLOGIES PLC
+$161.4K
4,600
-8%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$161.3K
7,111
+33%
增持
ITW
ILLINOIS TOOL WKS INC
+$160.3K
5,990
+8%
减持
VTI
VANGUARD INDEX FDS
+$158.2K
8,386
-2%
增持
BCD
ABRDN ETFS
+$137.2K
69,749
+3%
增持
EJUL
INNOVATOR ETFS TRUST
+$137.2K
23,853
+31%
增持
—
APTIV PLC
+$133.2K
11,332
+32%
增持
SIXJ
AIM ETF PRODUCTS TRUST
+$132.6K
28,677
+15%
减持
MSFT
MICROSOFT CORP
-$124.6K
6,772
-14%
减持
SNPS
SYNOPSYS INC
+$124.5K
3,091
-3%
增持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$112.0K
16,252
+20%
增持
VTIP
VANGUARD MALVERN FDS
+$109.1K
12,477
+21%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$102.6K
17,844
+8%
减持
ISTB
ISHARES TR
-$100.4K
18,301
-10%
增持
ETSY
ETSY INC
+$100.2K
12,464
+34%
增持
BGLD
FIRST TR EXCHANGE-TRADED FD
+$97.6K
23,878
+20%
增持
BLV
VANGUARD BD INDEX FDS
+$97.0K
7,914
+24%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$96.7K
15,028
+7%
增持
TSLA
TESLA INC
-$90.3K
1,615
+7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$90.0K
74,858
+2%
减持
GLD
SPDR GOLD TR
-$86.8K
3,811
-16%
增持
STXE
EA SERIES TRUST
+$82.0K
67,699
+1%
减持
QDEF
FLEXSHARES TR
+$79.3K
20,153
-2%
减持
ILTB
ISHARES TR
-$71.0K
9,852
-10%
增持
SAUG
FIRST TR EXCHNG TRADED FD VI
+$67.9K
15,239
+22%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$65.3K
11,924
+22%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$61.8K
25,485
+8%
增持
PLD
PROLOGIS INC.
+$59.8K
7,809
+9%
增持
AOA
ISHARES TR
+$59.2K
4,523
+14%
增持
—
EXXON MOBIL CORP
+$57.8K
3,184
+2%
增持
ICOW
PACER FDS TR
+$55.9K
46,439
+2%
减持
STIP
ISHARES TR
-$55.7K
5,949
-9%
增持
APRH
INNOVATOR ETFS TRUST
+$53.2K
21,404
+12%
减持
HON
HONEYWELL INTL INC
-$51.0K
5,175
-3%
减持
JULH
INNOVATOR ETFS TRUST
-$45.5K
17,053
-10%
增持
ECL
ECOLAB INC
+$43.5K
1,328
+0%
增持
VXUS
VANGUARD STAR FDS
+$40.6K
6,385
+7%
减持
RVTY
REVVITY INC
-$33.4K
7,247
-0%
增持
MMM
3M CO
+$26.4K
3,761
+10%
增持
XEL
XCEL ENERGY INC
-$21.2K
5,195
+7%
增持
PEP
PEPSICO INC
+$16.2K
1,551
+3%
减持
STOT
SSGA ACTIVE TR
-$15.8K
22,893
-2%
减持
IXUS
ISHARES TR
-$15.7K
5,406
-8%
减持
PYPL
PAYPAL HLDGS INC
-$14.2K
15,215
-10%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$12.3K
6,334
+7%
减持
ABT
ABBOTT LABS
+$1.9K
14,996
-3%
