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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 111 项
建仓 11
增持 60
减持 37
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
AMGN
AMGEN INC
+$1.5M
4,729
增持
V
VISA INC
+$1.2M
5,296
+606%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.1M
2,233
-63%
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。
建仓
GTLS
CHART INDS INC
+$780.2K
5,405
减持
PYPL
PAYPAL HLDGS INC
-$775.1K
4,208
-72%
建仓
LULU
LULULEMON ATHLETICA INC
+$767.7K
2,570
清仓
RVTY
REVVITY INC
-$760.9K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$716.3K
8,886
+15%
增持
NVDA
NVIDIA CORPORATION
+$687.5K
15,000
+1063%
减持
ETSY
ETSY INC
-$578.3K
4,717
-62%
增持
GOOGL
ALPHABET INC
+$532.8K
12,302
+9%
增持
PANW
PALO ALTO NETWORKS INC
+$495.2K
6,099
+10%
增持
MSFT
MICROSOFT CORP
+$477.6K
7,444
+10%
增持
COST
COSTCO WHSL CORP NEW
+$477.3K
2,884
+7%
增持
AAPL
APPLE INC
+$461.7K
8,998
+8%
减持
QCOM
QUALCOMM INC
+$407.9K
11,276
-36%
增持
AMZN
AMAZON COM INC
+$399.4K
11,832
+13%
建仓
XJAN
FIRST TR EXCHNG TRADED FD VI
+$333.7K
10,267
增持
AMAT
APPLIED MATLS INC
+$326.5K
10,558
+1%
增持
TJX
TJX COS INC NEW
+$316.8K
18,659
+9%
增持
GGG
GRACO INC
+$296.6K
25,565
+38%
建仓
MARM
FIRST TR EXCHNG TRADED FD VI
+$282.0K
9,480
增持
TRGP
TARGA RES CORP
+$274.1K
11,782
+6%
增持
SNPS
SYNOPSYS INC
+$252.5K
3,393
+10%
建仓
AGYS
AGILYSYS INC
+$237.1K
2,277
建仓
OCTH
INNOVATOR ETFS TRUST
+$234.3K
9,744
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$217.8K
1,260
建仓
C
CITIGROUP INC
+$217.2K
3,423
增持
FCX
FREEPORT-MCMORAN INC
+$215.1K
42,624
+8%
清仓
TRV
TRAVELERS COMPANIES INC
-$213.1K
0
-100%
建仓
SFEB
FIRST TR EXCHNG TRADED FD VI
+$211.8K
10,535
建仓
DAL
DELTA AIR LINES INC DEL
+$202.2K
4,262
清仓
VO
VANGUARD INDEX FDS
-$200.1K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$198.1K
25,907
+10%
增持
CVX
CHEVRON CORP NEW
+$197.9K
12,752
+12%
增持
AMD
ADVANCED MICRO DEVICES INC
-$182.1K
14,396
+3%
增持
JPM
JPMORGAN CHASE & CO.
+$181.7K
10,103
+9%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$168.6K
7,133
+13%
增持
APO
APOLLO GLOBAL MGMT INC
+$165.4K
10,862
+9%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$144.2K
7,845
+10%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$142.5K
119,543
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$140.9K
15,212
+22%
减持
TGT
TARGET CORP
-$139.7K
4,432
-1%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$137.7K
75,371
-1%
增持
NJAN
INNOVATOR ETFS TRUST
+$133.7K
12,518
+26%
增持
PAYC
PAYCOM SOFTWARE INC
-$121.2K
5,705
+21%
增持
WM
WASTE MGMT INC DEL
+$118.1K
6,221
+10%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$112.8K
30,091
+14%
增持
BGLD
FIRST TR EXCHANGE-TRADED FD
+$105.8K
28,285
+18%
增持
VTI
VANGUARD INDEX FDS
+$104.5K
8,538
+2%
减持
STIP
ISHARES TR
-$104.2K
4,898
-18%
增持
BSV
VANGUARD BD INDEX FDS
+$103.5K
21,346
+7%
增持
COWZ
PACER FDS TR
-$100.1K
31,527
+1%
增持
ENSG
ENSIGN GROUP INC
+$99.4K
9,695
+10%
增持
IJAN
INNOVATOR ETFS TRUST
+$98.6K
17,782
+21%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$95.2K
3,033
+11%
减持
KJAN
INNOVATOR ETFS TRUST
-$94.7K
19,034
-11%
减持
STXF
EA SERIES TRUST
+$88.6K
129,480
-2%
增持
APRH
INNOVATOR ETFS TRUST
+$87.9K
24,913
+16%
减持
ICOW
PACER FDS TR
-$85.8K
46,044
-1%
增持
LLY
ELI LILLY & CO
+$83.3K
348
+17%
增持
OXY
OCCIDENTAL PETE CORP
+$82.9K
19,058
+11%
增持
BCD
ABRDN ETFS
+$76.3K
70,230
+1%
增持
STLD
STEEL DYNAMICS INC
-$75.8K
10,076
+8%
减持
GLD
SPDR GOLD TR
-$69.1K
3,325
-13%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$65.8K
14,648
-13%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$64.7K
19,882
+11%
增持
VXUS
VANGUARD STAR FDS
+$60.2K
7,384
+16%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$58.7K
23,151
-9%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$57.0K
75,957
+1%
减持
JULH
INNOVATOR ETFS TRUST
-$56.6K
14,871
-13%
减持
SAUG
FIRST TR EXCHNG TRADED FD VI
-$53.1K
12,914
-15%
减持
IHDG
WISDOMTREE TR
-$52.4K
58,385
-1%
减持
AUGW
AIM ETF PRODUCTS TRUST
-$51.5K
13,642
-14%
减持
STXE
EA SERIES TRUST
+$48.6K
66,988
-1%
增持
LOW
LOWES COS INC
-$47.6K
7,580
+12%
减持
IXUS
ISHARES TR
-$47.0K
4,734
-12%
增持
CAT
CATERPILLAR INC
-$46.8K
7,943
+8%
增持
SIXJ
AIM ETF PRODUCTS TRUST
+$46.2K
29,685
+4%
增持
GJAN
FIRST TR EXCHNG TRADED FD VI
+$45.4K
7,075
+18%
增持
FEBW
AIM ETF PRODUCTS TRUST
+$44.2K
9,235
+17%
减持
ISTB
ISHARES TR
-$43.0K
17,421
-5%
增持
ILTB
ISHARES TR
+$40.0K
10,935
+11%
增持
ABT
ABBOTT LABS
+$39.0K
16,778
+12%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$33.4K
15,931
+6%
减持
EJUL
INNOVATOR ETFS TRUST
-$32.5K
21,840
-8%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$31.9K
10,146
-15%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$28.9K
40,240
-1%
减持
YDEC
FIRST TR EXCHNG TRADED FD VI
-$27.2K
13,131
-8%
增持
PSX
PHILLIPS 66
-$27.0K
1,714
+4%
减持
BLV
VANGUARD BD INDEX FDS
-$26.9K
7,761
-2%
减持
QDEF
FLEXSHARES TR
-$25.7K
19,348
-4%
减持
—
EXXON MOBIL CORP
-$25.6K
2,993
-6%
减持
TSLA
TESLA INC
-$25.3K
1,307
-19%
减持
JANW
AIM ETF PRODUCTS TRUST
-$24.0K
12,345
-8%
减持
GDEC
FIRST TR EXCHNG TRADED FD VI
-$21.4K
11,275
-8%
增持
—
MEDTRONIC PLC
-$19.7K
2,660
+1%
增持
AOA
ISHARES TR
+$16.8K
4,668
+3%
增持
—
APTIV PLC
+$14.6K
13,025
+15%
增持
ABBV
ABBVIE INC
+$12.7K
1,430
+12%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$10.1K
744
-3%
增持
ECL
ECOLAB INC
+$9.7K
1,329
+0%
减持
STOT
SSGA ACTIVE TR
-$9.6K
22,758
-1%
增持
MMM
3M CO
+$7.6K
3,978
+6%
增持
PLD
PROLOGIS INC.
-$5.8K
9,003
+15%
增持
PEP
PEPSICO INC
-$5.3K
1,614
+4%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$4.8K
16,113
-1%
减持
ACWI
ISHARES TR
-$4.5K
2,414
-4%
减持
EPS
WISDOMTREE TR
-$4.5K
6,355
-4%
减持
IVV
ISHARES TR
+$3.4K
671
-3%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$172
5,195
-3%
