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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 126 项
建仓 20
增持 61
减持 28
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
RSJN
FIRST TR EXCHNG TRADED FD VI
+$1.0M
32,007
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$906.2K
25,584
增持
UNH
UNITEDHEALTH GROUP INC
+$735.3K
8,997
+1%
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
NJUL
INNOVATOR ETFS TRUST
+$680.1K
11,183
清仓
KJAN
INNOVATOR ETFS TRUST
-$664.5K
0
-100%
增持
SAUG
FIRST TR EXCHNG TRADED FD VI
+$596.2K
37,540
+191%
清仓
NJAN
INNOVATOR ETFS TRUST
-$567.7K
0
-100%
建仓
JULU
AIM ETF PRODUCTS TRUST
+$567.7K
21,719
增持
CAT
CATERPILLAR INC
+$558.6K
8,193
+3%
清仓
IJAN
INNOVATOR ETFS TRUST
-$558.6K
0
-100%
增持
V
VISA INC
+$532.7K
6,993
+32%
清仓
ITW
ILLINOIS TOOL WKS INC
-$529.2K
0
-100%
清仓
XDEC
FIRST TR EXCHNG TRADED FD VI
-$528.4K
0
-100%
增持
AMGN
AMGEN INC
+$527.5K
6,223
+32%
建仓
SFLR
INNOVATOR ETFS TRUST
+$485.3K
15,257
建仓
XAUG
FIRST TR EXCHNG TRADED FD VI
+$474.9K
14,075
建仓
IAUG
INNOVATOR ETFS TRUST
+$473.7K
18,526
减持
SIXJ
AIM ETF PRODUCTS TRUST
-$462.0K
12,961
-56%
增持
LOW
LOWES COS INC
+$461.3K
7,873
+4%
建仓
SIXP
AIM ETF PRODUCTS TRUST
+$453.4K
16,653
清仓
JANW
AIM ETF PRODUCTS TRUST
-$397.5K
0
-100%
清仓
JULH
INNOVATOR ETFS TRUST
-$368.6K
0
-100%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$365.6K
0
-100%
增持
LULU
LULULEMON ATHLETICA INC
+$359.8K
4,155
+62%
减持
APRH
INNOVATOR ETFS TRUST
-$357.1K
10,370
-58%
增持
BSV
VANGUARD BD INDEX FDS
+$346.6K
25,211
+18%
建仓
QCJL
FIRST TR EXCHNG TRADED FD VI
+$341.2K
16,683
清仓
XJAN
FIRST TR EXCHNG TRADED FD VI
-$333.7K
0
-100%
增持
GTLS
CHART INDS INC
+$312.6K
8,803
+63%
清仓
YDEC
FIRST TR EXCHNG TRADED FD VI
-$309.5K
0
-100%
增持
AMAT
APPLIED MATLS INC
-$307.8K
10,809
+2%
增持
AUGW
AIM ETF PRODUCTS TRUST
+$303.1K
23,707
+74%
减持
NVDA
NVIDIA CORPORATION
-$299.4K
12,794
-15%
建仓
SCHF
SCHWAB STRATEGIC TR
+$290.0K
7,052
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$281.2K
3,166
+4%
清仓
ETSY
ETSY INC
-$278.2K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$276.6K
9,043
+6%
清仓
FEBW
AIM ETF PRODUCTS TRUST
-$273.7K
0
-100%
增持
TRGP
TARGA RES CORP
+$272.4K
12,092
+3%
增持
ABT
ABBOTT LABS
+$270.6K
17,665
+5%
清仓
QDEC
FIRST TR EXCHNG TRADED FD VI
-$264.4K
0
-100%
清仓
GJAN
FIRST TR EXCHNG TRADED FD VI
-$261.0K
0
-100%
增持
ENSG
ENSIGN GROUP INC
+$245.1K
10,042
+4%
增持
PAYC
PAYCOM SOFTWARE INC
+$245.1K
6,371
+12%
清仓
PYPL
PAYPAL HLDGS INC
-$244.2K
0
-100%
增持
QCOM
QUALCOMM INC
-$238.3K
11,807
+5%
清仓
OCTH
INNOVATOR ETFS TRUST
-$234.3K
0
-100%
建仓
HD
HOME DEPOT INC
+$232.4K
573
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$225.5K
8,349
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$219.6K
79,881
+5%
建仓
IRM
IRON MTN INC DEL
+$219.5K
1,847
建仓
TRV
TRAVELERS COMPANIES INC
+$216.8K
926
建仓
CSCO
CISCO SYS INC
+$216.2K
4,063
增持
COST
COSTCO WHSL CORP NEW
+$213.8K
3,007
+4%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$213.6K
464
建仓
SMAY
FIRST TR EXCHNG TRADED FD VI
+$211.9K
8,621
清仓
SFEB
FIRST TR EXCHNG TRADED FD VI
-$211.8K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$211.3K
801
增持
TJX
TJX COS INC NEW
+$208.8K
19,254
+3%
建仓
IJUN
INNOVATOR ETFS TRUST
+$207.9K
7,958
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$200.2K
8,298
+6%
增持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$192.2K
20,649
+28%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$191.3K
33,948
+13%
增持
PLD
PROLOGIS INC.
+$190.4K
9,514
+6%
增持
BLV
VANGUARD BD INDEX FDS
+$185.0K
9,718
+25%
增持
SNPS
SYNOPSYS INC
-$183.9K
3,624
+7%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$181.4K
30,048
+30%
增持
APO
APOLLO GLOBAL MGMT INC
+$168.1K
11,613
+7%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$163.2K
73,642
-2%
增持
EJUL
INNOVATOR ETFS TRUST
+$162.0K
27,312
+25%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$156.3K
120,894
+1%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$156.0K
10,612
增持
GOOGL
ALPHABET INC
-$154.4K
12,581
+2%
增持
FCX
FREEPORT-MCMORAN INC
+$148.3K
44,469
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$148.1K
10,393
+3%
增持
OXY
OCCIDENTAL PETE CORP
-$140.9K
20,574
+8%
减持
MMM
3M CO
+$135.3K
3,963
-0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$128.2K
17,327
+9%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$124.0K
21,412
+8%
增持
QDEF
FLEXSHARES TR
+$123.2K
19,460
+1%
增持
SCHW
SCHWAB CHARLES CORP
-$121.9K
27,576
+6%
减持
STXF
EA SERIES TRUST
+$119.1K
126,145
-3%
增持
VTIP
VANGUARD MALVERN FDS
+$117.7K
17,361
+14%
减持
AAPL
APPLE INC
+$113.8K
8,623
-4%
增持
VXUS
VANGUARD STAR FDS
+$110.8K
8,589
+16%
增持
TSLA
TESLA INC
+$97.4K
1,361
+4%
增持
BCD
ABRDN ETFS
+$96.6K
72,626
+3%
增持
BGLD
FIRST TR EXCHANGE-TRADED FD
+$94.3K
29,733
+5%
增持
PANW
PALO ALTO NETWORKS INC
+$89.5K
6,311
+3%
增持
—
APTIV PLC
+$83.4K
13,895
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$76.0K
14,695
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$69.8K
1,301
+3%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$68.8K
7,663
+7%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$67.9K
39,421
-2%
减持
COWZ
PACER FDS TR
+$64.5K
30,822
-2%
减持
XEL
XCEL ENERGY INC
+$60.9K
5,181
-0%
减持
ICOW
PACER FDS TR
+$58.2K
46,034
-0%
减持
PEP
PEPSICO INC
-$50.6K
1,268
-21%
减持
ISTB
ISHARES TR
-$47.3K
15,980
-8%
增持
ABBV
ABBVIE INC
+$45.8K
1,474
+3%
减持
GLD
SPDR GOLD TR
+$43.4K
3,120
-6%
增持
STLD
STEEL DYNAMICS INC
+$42.8K
10,689
+6%
减持
PSX
PHILLIPS 66
-$40.4K
1,533
-11%
增持
ECL
ECOLAB INC
+$36.1K
1,380
+4%
增持
CVX
CHEVRON CORP NEW
-$35.4K
13,304
+4%
减持
STIP
ISHARES TR
-$35.0K
4,465
-9%
增持
—
EXXON MOBIL CORP
+$34.2K
3,231
+8%
增持
MSFT
MICROSOFT CORP
-$33.8K
7,653
+3%
增持
HON
HONEYWELL INTL INC
-$29.1K
5,205
+1%
增持
CL
COLGATE PALMOLIVE CO
+$26.3K
3,072
+2%
增持
WM
WASTE MGMT INC DEL
+$25.4K
6,515
+5%
减持
—
MEDTRONIC PLC
+$24.8K
2,601
-2%
增持
AOA
ISHARES TR
+$24.5K
4,734
+1%
减持
LLY
ELI LILLY & CO
-$24.5K
328
-6%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$22.6K
4,589
-12%
增持
DAL
DELTA AIR LINES INC DEL
+$16.3K
4,301
+1%
减持
STOT
SSGA ACTIVE TR
+$12.5K
22,725
-0%
减持
IHDG
WISDOMTREE TR
-$10.2K
58,021
-1%
减持
C
CITIGROUP INC
-$9.3K
3,321
-3%
减持
EPS
WISDOMTREE TR
-$7.7K
5,892
-7%
减持
IR
INGERSOLL RAND INC
+$6.9K
3,425
-6%
减持
STXE
EA SERIES TRUST
-$5.9K
65,460
-2%
减持
ILTB
ISHARES TR
-$5.8K
10,095
-8%
减持
IXUS
ISHARES TR
-$3.7K
4,353
-8%
减持
TGT
TARGET CORP
+$3.5K
4,232
-5%
增持
AMZN
AMAZON COM INC
+$666
12,275
+4%
