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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 33
增持 24
减持 36
清仓 57
方向
标的
Δ市值
现股数(环比)
建仓
BOND
PIMCO ETF TR
+$5.0M
54,470
增持
NVDA
NVIDIA CORPORATION
+$3.9M
51,246
+305%
增持
STXF
EA SERIES TRUST
+$3.9M
238,368
+90%
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。
减持
UNH
UNITEDHEALTH GROUP INC
-$3.1M
2,962
-68%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.1M
16,338
-79%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$3.0M
50,990
增持
AAPL
APPLE INC
+$3.0M
23,564
+159%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.9M
24,917
-79%
减持
CAT
CATERPILLAR INC
-$2.9M
4,324
-63%
建仓
SPYV
SPDR SER TR
+$2.7M
53,366
建仓
META
META PLATFORMS INC
+$2.5M
4,343
减持
COST
COSTCO WHSL CORP NEW
-$2.3M
246
-91%
建仓
MA
MASTERCARD INCORPORATED
+$2.3M
4,129
清仓
GGG
GRACO INC
-$2.2M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.1M
14,575
+84%
建仓
ITW
ILLINOIS TOOL WKS INC
+$2.1M
8,460
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$2.0M
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$2.0M
0
-100%
清仓
SNPS
SYNOPSYS INC
-$1.9M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.9M
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$1.9M
0
-100%
清仓
COWZ
PACER FDS TR
-$1.8M
0
-100%
清仓
TRGP
TARGA RES CORP
-$1.7M
0
-100%
增持
CL
COLGATE PALMOLIVE CO
+$1.6M
20,406
+564%
建仓
ED
CONSOLIDATED EDISON INC
+$1.6M
14,692
清仓
GTLS
CHART INDS INC
-$1.6M
0
-100%
清仓
APO
APOLLO GLOBAL MGMT INC
-$1.6M
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.6M
0
-100%
建仓
AVGO
BROADCOM INC
+$1.5M
9,151
清仓
CEG
CONSTELLATION ENERGY CORP
-$1.5M
0
-100%
减持
BCD
ABRDN ETFS
-$1.5M
23,664
-68%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.4M
0
-100%
建仓
YUM
YUM BRANDS INC
+$1.4M
9,170
建仓
SPGI
S&P GLOBAL INC
+$1.4M
2,838
清仓
WM
WASTE MGMT INC DEL
-$1.4M
0
-100%
清仓
ICOW
PACER FDS TR
-$1.4M
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$1.4M
16,590
清仓
ENSG
ENSIGN GROUP INC
-$1.4M
0
-100%
建仓
WMT
WALMART INC
+$1.3M
15,326
减持
PANW
PALO ALTO NETWORKS INC
-$1.3M
5,177
-58%
清仓
PAYC
PAYCOM SOFTWARE INC
-$1.3M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
2,906
+516%
减持
QCOM
QUALCOMM INC
-$1.3M
11,170
-44%
清仓
OXY
OCCIDENTAL PETE CORP
-$1.3M
0
-100%
减持
LOW
LOWES COS INC
-$1.3M
3,011
-63%
建仓
NFLX
NETFLIX INC
+$1.3M
1,396
建仓
CMCSA
COMCAST CORP NEW
+$1.3M
34,749
清仓
PLD
PROLOGIS INC.
-$1.3M
0
-100%
清仓
QDEF
FLEXSHARES TR
-$1.2M
0
-100%
清仓
—
APTIV PLC
-$1.2M
0
-100%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
40,841
清仓
HON
HONEYWELL INTL INC
-$1.2M
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$1.2M
23,724
建仓
EA
ELECTRONIC ARTS INC
+$1.2M
8,316
建仓
CRM
SALESFORCE INC
+$1.2M
4,466
减持
SCHW
SCHWAB CHARLES CORP
-$1.2M
11,793
-59%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.1M
46,740
-38%
建仓
UPS
UNITED PARCEL SERVICE INC
+$1.1M
10,297
清仓
STOT
SSGA ACTIVE TR
-$1.1M
0
-100%
建仓
—
AON PLC
+$1.0M
2,622
增持
GLW
CORNING INC
+$1.0M
62,836
+63%
清仓
PSTG
PURE STORAGE INC
-$977.8K
0
-100%
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$977.2K
0
-100%
建仓
LEN
LENNAR CORP
+$926.0K
8,068
建仓
CMI
CUMMINS INC
+$894.9K
2,855
清仓
CXT
CRANE NXT CO
-$888.4K
0
-100%
减持
NEM
NEWMONT CORP
-$845.5K
27,179
-53%
增持
C
CITIGROUP INC
+$825.7K
15,358
+309%
建仓
—
JOHNSON CTLS INTL PLC
+$805.8K
10,059
清仓
CELH
CELSIUS HLDGS INC
-$804.2K
0
-100%
减持
V
VISA INC
-$797.4K
4,341
-41%
清仓
TMUS
T-MOBILE US INC
-$790.9K
0
-100%
减持
AMGN
AMGEN INC
-$761.0K
3,575
-50%
减持
GOOGL
ALPHABET INC
-$734.1K
14,178
-8%
减持
ABT
ABBOTT LABS
-$717.9K
10,642
-43%
清仓
ISTB
ISHARES TR
-$606.1K
0
-100%
清仓
TGT
TARGET CORP
-$572.1K
0
-100%
清仓
ROL
ROLLINS INC
-$563.6K
0
-100%
清仓
MMM
3M CO
-$538.4K
0
-100%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$534.1K
33,680
-17%
减持
VTIP
VANGUARD MALVERN FDS
-$517.3K
6,417
-63%
清仓
STLD
STEEL DYNAMICS INC
-$496.1K
0
-100%
增持
AMZN
AMAZON COM INC
+$488.3K
16,662
+36%
减持
VTI
VANGUARD INDEX FDS
-$460.5K
7,293
-14%
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$453.9K
0
-100%
清仓
ILTB
ISHARES TR
-$433.4K
0
-100%
减持
COHR
COHERENT CORP
-$427.4K
13,834
-1%
减持
STXE
EA SERIES TRUST
-$411.9K
53,079
-21%
建仓
WFC
WELLS FARGO CO NEW
+$408.1K
5,685
减持
JPM
JPMORGAN CHASE & CO.
-$401.8K
7,809
-19%
清仓
IVV
ISHARES TR
-$395.0K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$384.4K
0
-100%
清仓
STIP
ISHARES TR
-$377.0K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$343.4K
0
-100%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$326.2K
29,938
-19%
清仓
ECL
ECOLAB INC
-$316.2K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$315.8K
10,649
-26%
减持
GLD
SPDR GOLD TR
-$312.8K
1,158
-57%
清仓
IR
INGERSOLL RAND INC
-$312.1K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$306.1K
4,165
-10%
减持
ORCL
ORACLE CORP
-$302.3K
8,419
-5%
清仓
AGYS
AGILYSYS INC
-$299.9K
0
-100%
建仓
PEP
PEPSICO INC
+$292.8K
1,953
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$292.7K
0
-100%
建仓
HD
HOME DEPOT INC
+$283.7K
774
建仓
LMT
LOCKHEED MARTIN CORP
+$270.7K
606
增持
BSV
VANGUARD BD INDEX FDS
+$269.8K
27,330
+13%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$264.0K
5,820
清仓
IXUS
ISHARES TR
-$255.5K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$242.3K
4,037
清仓
TRV
TRAVELERS COMPANIES INC
-$241.1K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$240.7K
3,947
清仓
ACWI
ISHARES TR
-$237.6K
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$232.9K
1,296
清仓
GIS
GENERAL MLS INC
-$231.6K
0
-100%
清仓
LLY
ELI LILLY & CO
-$230.1K
0
-100%
减持
—
ORION S.A.
-$224.0K
76,380
-0%
清仓
VOO
VANGUARD INDEX FDS
-$223.9K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$223.5K
0
-100%
增持
TSLA
TESLA INC
+$221.6K
5,212
+86%
减持
SONY
SONY GROUP CORP
+$220.5K
61,465
-3%
增持
VXUS
VANGUARD STAR FDS
+$218.5K
11,950
+34%
清仓
—
MEDTRONIC PLC
-$212.4K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$211.6K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$206.8K
0
-100%
减持
GNRC
GENERAC HLDGS INC
-$206.0K
6,898
-1%
清仓
IP
INTERNATIONAL PAPER CO
-$204.8K
0
-100%
清仓
OKE
ONEOK INC NEW
-$202.9K
0
-100%
建仓
BLK
BLACKROCK INC
+$200.7K
212
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$196.7K
0
-100%
增持
MTCH
MATCH GROUP INC NEW
+$194.5K
29,092
+33%
增持
KMB
KIMBERLY-CLARK CORP
+$185.5K
5,877
+18%
增持
ANET
ARISTA NETWORKS INC
-$177.1K
9,503
+15%
增持
BWXT
BWX TECHNOLOGIES INC
+$162.7K
9,523
+37%
减持
TEX
TEREX CORP NEW
-$152.0K
17,343
-1%
增持
BGLD
FIRST TR EXCHANGE-TRADED FD
+$145.5K
35,082
+9%
减持
GM
GENERAL MTRS CO
-$144.6K
20,974
-1%
增持
ZALT
INNOVATOR ETFS TRUST
+$143.8K
41,016
+13%
建仓
F
FORD MTR CO
+$132.6K
13,223
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$106.4K
39,057
+8%
增持
ISEP
INNOVATOR ETFS TRUST
+$104.5K
30,182
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$99.2K
5,503
-18%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$98.6K
0
-100%
减持
PH
PARKER-HANNIFIN CORP
-$97.4K
1,966
-3%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$86.3K
31,914
+10%
增持
GNOV
FIRST TR EXCHNG TRADED FD VI
+$84.0K
34,004
+10%
增持
XOCT
FIRST TR EXCHNG TRADED FD VI
+$78.4K
39,622
+7%
增持
CSCO
CISCO SYS INC
+$78.3K
28,040
+0%
减持
NTR
NUTRIEN LTD
+$71.0K
14,605
-0%
减持
DE
DEERE & CO
+$67.6K
2,475
-4%
