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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 45
增持 51
减持 30
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
TJX
TJX COS INC NEW
-$2.3M
0
-100%
建仓
NEM
NEWMONT CORP
+$2.2M
57,972
建仓
GLW
CORNING INC
+$1.8M
38,628
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
CEG
CONSTELLATION ENERGY CORP
+$1.5M
6,739
建仓
ORCL
ORACLE CORP
+$1.5M
8,877
增持
CSCO
CISCO SYS INC
+$1.4M
27,906
+587%
建仓
BPOP
POPULAR INC
+$1.4M
15,184
建仓
SONY
SONY GROUP CORP
+$1.3M
63,330
建仓
COHR
COHERENT CORP
+$1.3M
13,995
建仓
PH
PARKER-HANNIFIN CORP
+$1.3M
2,032
建仓
XOCT
FIRST TR EXCHNG TRADED FD VI
+$1.3M
36,894
建仓
RSSE
FIRST TR EXCHNG TRADED FD VI
+$1.2M
62,103
建仓
SPG
SIMON PPTY GROUP INC NEW
+$1.2M
7,138
建仓
—
APTIV PLC
+$1.2M
20,301
建仓
—
ORION S.A.
+$1.2M
76,734
建仓
USB
US BANCORP DEL
+$1.2M
25,053
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.2M
6,676
+413%
建仓
GM
GENERAL MTRS CO
+$1.1M
21,232
建仓
DE
DEERE & CO
+$1.1M
2,582
增持
CAT
CATERPILLAR INC
+$1.1M
11,836
+44%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$1.1M
30,933
建仓
GNRC
GENERAC HLDGS INC
+$1.1M
6,963
建仓
ZALT
INNOVATOR ETFS TRUST
+$1.1M
36,199
增持
QCOM
QUALCOMM INC
+$1.0M
19,849
+68%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$1.0M
29,095
清仓
RSJN
FIRST TR EXCHNG TRADED FD VI
-$1.0M
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$1.0M
24,995
清仓
—
APTIV PLC
-$1.0M
0
-100%
建仓
PSTG
PURE STORAGE INC
+$977.8K
15,918
建仓
ANET
ARISTA NETWORKS INC
+$913.4K
8,264
清仓
GJUN
FIRST TR EXCHNG TRADED FD VI
-$906.2K
0
-100%
建仓
CXT
CRANE NXT CO
+$888.4K
15,260
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$873.2K
12,066
减持
STLD
STEEL DYNAMICS INC
-$851.5K
4,349
-59%
增持
GOOGL
ALPHABET INC
+$840.1K
15,460
+23%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$829.2K
3,087
-63%
建仓
TEX
TEREX CORP NEW
+$807.2K
17,465
建仓
CELH
CELSIUS HLDGS INC
+$804.2K
30,532
建仓
TMUS
T-MOBILE US INC
+$790.9K
3,583
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$788.2K
36,917
清仓
XJUN
FIRST TR EXCHNG TRADED FD VI
-$785.4K
0
-100%
建仓
NOCT
INNOVATOR ETFS TRUST
+$781.0K
15,211
建仓
BWXT
BWX TECHNOLOGIES INC
+$776.7K
6,973
增持
TSLA
TESLA INC
+$773.1K
2,796
+105%
建仓
NDEC
INNOVATOR ETFS TRUST
+$763.9K
31,306
建仓
ISEP
INNOVATOR ETFS TRUST
+$763.5K
27,709
建仓
MTCH
MATCH GROUP INC NEW
+$713.1K
21,802
清仓
EJUL
INNOVATOR ETFS TRUST
-$697.3K
0
-100%
建仓
BA
BOEING CO
+$695.6K
3,930
增持
—
EXXON MOBIL CORP
+$689.2K
9,927
+207%
清仓
AUGW
AIM ETF PRODUCTS TRUST
-$683.8K
0
-100%
清仓
NJUL
INNOVATOR ETFS TRUST
-$680.1K
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$663.2K
8,635
-60%
建仓
EOCT
INNOVATOR ETFS TRUST
+$656.2K
25,292
建仓
NTR
NUTRIEN LTD
+$654.5K
14,625
建仓
KMB
KIMBERLY-CLARK CORP
+$650.4K
4,963
建仓
—
TE CONNECTIVITY PLC
+$648.5K
4,536
建仓
NVBU
AIM ETF PRODUCTS TRUST
+$644.3K
25,210
增持
UNH
UNITEDHEALTH GROUP INC
-$574.4K
9,263
+3%
清仓
JULU
AIM ETF PRODUCTS TRUST
-$567.7K
0
-100%
减持
GTLS
CHART INDS INC
+$531.1K
8,509
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
-$523.9K
15,624
+6%
增持
LULU
LULULEMON ATHLETICA INC
+$487.8K
4,224
+2%
清仓
XAUG
FIRST TR EXCHNG TRADED FD VI
-$474.9K
0
-100%
清仓
IAUG
INNOVATOR ETFS TRUST
-$473.7K
0
-100%
清仓
SIXP
AIM ETF PRODUCTS TRUST
-$453.4K
0
-100%
增持
SFLR
INNOVATOR ETFS TRUST
+$414.0K
27,545
+81%
增持
V
VISA INC
+$396.1K
7,337
+5%
减持
AMZN
AMAZON COM INC
+$394.6K
12,224
-0%
清仓
SIXJ
AIM ETF PRODUCTS TRUST
-$381.1K
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
-$345.8K
49,213
+11%
清仓
QCJL
FIRST TR EXCHNG TRADED FD VI
-$341.2K
0
-100%
增持
SAUG
FIRST TR EXCHNG TRADED FD VI
+$326.0K
51,043
+36%
增持
SCHW
SCHWAB CHARLES CORP
+$321.1K
28,487
+3%
清仓
SCHF
SCHWAB STRATEGIC TR
-$290.0K
0
-100%
增持
PAYC
PAYCOM SOFTWARE INC
+$274.6K
6,517
+2%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$270.1K
7,866
+3%
增持
AAPL
APPLE INC
+$268.9K
9,097
+5%
清仓
APRH
INNOVATOR ETFS TRUST
-$255.8K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$249.8K
26,516
+29%
清仓
HD
HOME DEPOT INC
-$232.4K
0
-100%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$225.5K
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$223.9K
416
增持
AMAT
APPLIED MATLS INC
-$220.9K
12,070
+12%
清仓
DAL
DELTA AIR LINES INC DEL
-$218.5K
0
-100%
清仓
FNOV
FIRST TR EXCHNG TRADED FD VI
-$216.5K
0
-100%
清仓
PEP
PEPSICO INC
-$215.6K
0
-100%
清仓
SMAY
FIRST TR EXCHNG TRADED FD VI
-$211.9K
0
-100%
清仓
IJUN
INNOVATOR ETFS TRUST
-$207.9K
0
-100%
建仓
PFE
PFIZER INC
+$206.4K
7,779
建仓
IP
INTERNATIONAL PAPER CO
+$204.8K
3,805
建仓
OKE
ONEOK INC NEW
+$202.9K
2,021
清仓
PSX
PHILLIPS 66
-$201.6K
0
-100%
减持
ISTB
ISHARES TR
-$171.8K
12,688
-21%
减持
APO
APOLLO GLOBAL MGMT INC
+$170.1K
9,813
-15%
减持
NVDA
NVIDIA CORPORATION
+$143.8K
12,641
-1%
减持
QDEF
FLEXSHARES TR
-$143.6K
17,771
-9%
增持
CVX
CHEVRON CORP NEW
+$138.0K
14,480
+9%
增持
HON
HONEYWELL INTL INC
+$131.7K
5,346
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$131.3K
77,860
-3%
增持
AMGN
AMGEN INC
-$130.6K
7,192
+16%
增持
LOW
LOWES COS INC
-$128.2K
8,120
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$125.8K
9,667
-7%
增持
STXE
EA SERIES TRUST
-$124.2K
67,543
+3%
增持
ABT
ABBOTT LABS
+$115.6K
18,827
+7%
减持
TRGP
TARGA RES CORP
-$115.0K
9,382
-22%
减持
BSV
VANGUARD BD INDEX FDS
-$114.2K
24,196
-4%
减持
COST
COSTCO WHSL CORP NEW
-$113.7K
2,785
-7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$112.7K
40,406
+2%
减持
GLD
SPDR GOLD TR
-$111.9K
2,670
-14%
减持
ILTB
ISHARES TR
-$104.3K
8,909
-12%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$98.6K
10,565
增持
SNPS
SYNOPSYS INC
+$96.1K
3,979
+10%
减持
VTI
VANGUARD INDEX FDS
-$95.8K
8,505
-6%
减持
STXF
EA SERIES TRUST
+$92.6K
125,385
-1%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$91.9K
36,100
+20%
增持
BCD
ABRDN ETFS
-$86.1K
73,006
+1%
增持
IHDG
WISDOMTREE TR
-$81.5K
59,123
+2%
增持
BGLD
FIRST TR EXCHANGE-TRADED FD
-$79.2K
32,232
+8%
增持
ENSG
ENSIGN GROUP INC
-$79.0K
10,276
+2%
增持
—
TRANE TECHNOLOGIES PLC
-$78.8K
4,628
+1%
减持
STIP
ISHARES TR
-$75.3K
3,748
-16%
增持
PANW
PALO ALTO NETWORKS INC
+$71.5K
12,248
+94%
增持
WM
WASTE MGMT INC DEL
+$68.2K
7,041
+8%
减持
IXUS
ISHARES TR
-$60.7K
3,863
-11%
减持
LLY
ELI LILLY & CO
-$60.5K
298
-9%
增持
COWZ
PACER FDS TR
+$57.9K
32,584
+6%
增持
C
CITIGROUP INC
+$56.7K
3,759
+13%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$53.9K
16,986
-2%
增持
PLD
PROLOGIS INC.
+$51.8K
11,857
+25%
减持
ACWI
ISHARES TR
-$51.0K
2,022
-16%
增持
MSFT
MICROSOFT CORP
+$45.8K
7,922
+4%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$40.7K
12,090
+14%
增持
ICOW
PACER FDS TR
-$38.6K
48,561
+5%
减持
ECL
ECOLAB INC
-$36.2K
1,350
-2%
增持
GIS
GENERAL MLS INC
-$34.3K
3,632
+1%
增持
VXUS
VANGUARD STAR FDS
-$32.5K
8,885
+3%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$32.2K
119,649
-1%
减持
EPS
WISDOMTREE TR
-$31.4K
5,269
-11%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$25.8K
75,449
+2%
增持
TRV
TRAVELERS COMPANIES INC
+$24.3K
1,001
+8%
增持
IR
INGERSOLL RAND INC
-$24.1K
3,450
+1%
减持
STOT
SSGA ACTIVE TR
-$23.6K
22,518
-1%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$22.5K
33,200
-2%
增持
—
MEDTRONIC PLC
-$21.8K
2,659
+2%
减持
VTIP
VANGUARD MALVERN FDS
-$18.6K
17,296
-0%
减持
AOA
ISHARES TR
-$17.2K
4,651
-2%
增持
IRM
IRON MTN INC DEL
-$12.7K
1,967
+6%
增持
BLV
VANGUARD BD INDEX FDS
+$11.9K
10,849
+12%
增持
ABBV
ABBVIE INC
-$11.4K
1,574
+7%
