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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 128 项
建仓 12
增持 48
减持 55
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
IEFA
ISHARES TR
+$2.4M
29,258
减持
IHDG
WISDOMTREE TR
-$2.3M
4,994
-92%
减持
MSFT
MICROSOFT CORP
+$1.6M
14,128
-3%
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。
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.5M
69,416
+179%
清仓
SPGI
S&P GLOBAL INC
-$1.4M
0
-100%
清仓
CRM
SALESFORCE INC
-$1.2M
0
-100%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$1.2M
29,759
-42%
建仓
LLY
ELI LILLY & CO
+$1.1M
1,415
清仓
—
AON PLC
-$1.0M
0
-100%
建仓
RTX
RTX CORPORATION
+$1.0M
6,962
清仓
—
EXXON MOBIL CORP
-$1.0M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$999.9K
8,034
+46%
建仓
MRK
MERCK & CO INC
+$989.8K
12,504
清仓
CMI
CUMMINS INC
-$894.9K
0
-100%
减持
STXF
EA SERIES TRUST
+$846.9K
235,707
-1%
清仓
KMB
KIMBERLY-CLARK CORP
-$835.8K
0
-100%
增持
META
META PLATFORMS INC
+$834.6K
4,522
+4%
清仓
ANET
ARISTA NETWORKS INC
-$736.3K
0
-100%
增持
ED
CONSOLIDATED EDISON INC
+$705.5K
23,221
+58%
清仓
LOW
LOWES COS INC
-$702.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$665.7K
7,106
+140%
建仓
T
AT&T INC
+$656.6K
22,690
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$655.3K
4,535
+56%
减持
ORCL
ORACLE CORP
+$645.7K
8,337
-1%
减持
NVDA
NVIDIA CORPORATION
+$613.3K
39,036
-24%
增持
BA
BOEING CO
+$585.7K
5,907
+55%
增持
NFLX
NETFLIX INC
+$585.0K
1,409
+1%
减持
AVGO
BROADCOM INC
+$545.8K
7,538
-18%
增持
AMZN
AMAZON COM INC
+$529.9K
16,865
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$520.7K
3,820
增持
BOND
PIMCO ETF TR
+$492.7K
59,986
+10%
增持
GOOGL
ALPHABET INC
+$487.9K
15,209
+7%
增持
GLW
CORNING INC
+$451.1K
63,276
+1%
减持
BWXT
BWX TECHNOLOGIES INC
+$428.8K
9,498
-0%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$412.7K
4,525
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$412.7K
8,179
-50%
清仓
WFC
WELLS FARGO CO NEW
-$408.1K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$353.8K
4,657
+13%
减持
COHR
COHERENT CORP
+$330.4K
13,774
-0%
清仓
VTIP
VANGUARD MALVERN FDS
-$320.2K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$274.4K
7,554
-3%
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$244.5K
7,639
增持
AAPL
APPLE INC
-$236.6K
24,359
+3%
减持
—
JOHNSON CTLS INTL PLC
+$235.5K
9,859
-2%
清仓
COST
COSTCO WHSL CORP NEW
-$232.7K
0
-100%
建仓
KO
COCA COLA CO
+$231.7K
3,275
减持
BPOP
POPULAR INC
+$219.3K
14,467
-3%
建仓
EOG
EOG RES INC
+$215.4K
1,801
增持
LEN
LENNAR CORP
+$214.9K
10,315
+28%
减持
C
CITIGROUP INC
+$214.0K
15,322
-0%
清仓
PFE
PFIZER INC
-$210.0K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$206.9K
2,305
清仓
BLK
BLACKROCK INC
-$200.7K
0
-100%
增持
WMT
WALMART INC
+$191.8K
15,722
+3%
减持
BCD
ABRDN ETFS
-$185.6K
18,764
-21%
增持
—
ORION S.A.
-$178.4K
77,140
+1%
减持
PH
PARKER-HANNIFIN CORP
+$166.3K
1,949
-1%
减持
VTI
VANGUARD INDEX FDS
+$159.6K
7,120
-2%
增持
BNY
BANK NEW YORK MELLON CORP
+$156.3K
16,987
+2%
增持
SFLR
INNOVATOR ETFS TRUST
+$153.8K
32,998
+9%
减持
CSCO
CISCO SYS INC
+$153.3K
27,150
-3%
减持
TEX
TEREX CORP NEW
+$151.1K
17,270
-0%
增持
V
VISA INC
+$148.8K
4,705
+8%
减持
BKR
BAKER HUGHES COMPANY
-$145.1K
24,375
-1%
增持
ZALT
INNOVATOR ETFS TRUST
+$139.7K
44,179
+8%
增持
UPS
UNITED PARCEL SERVICE INC
+$130.4K
12,512
+22%
减持
CAT
CATERPILLAR INC
+$129.5K
4,007
-7%
增持
GNOV
FIRST TR EXCHNG TRADED FD VI
+$122.6K
35,327
+4%
减持
STXE
EA SERIES TRUST
+$117.9K
50,564
-5%
减持
NTR
NUTRIEN LTD
+$117.3K
14,470
-1%
增持
SPYV
SPDR SERIES TRUST
+$116.1K
54,289
+2%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$115.7K
23,696
-18%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$115.3K
28,228
-6%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$115.1K
33,395
+5%
减持
—
TE CONNECTIVITY PLC
+$113.7K
4,467
-1%
建仓
—
AMCOR PLC
+$111.3K
12,115
增持
XOCT
FIRST TR EXCHNG TRADED FD VI
+$109.0K
40,557
+2%
减持
GNRC
GENERAC HLDGS INC
+$107.1K
6,848
-1%
减持
—
TRANE TECHNOLOGIES PLC
-$103.3K
2,972
-29%
减持
CP
CANADIAN PACIFIC KANSAS CITY
+$103.1K
11,795
-0%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$101.8K
40,343
+3%
减持
USB
US BANCORP DEL
-$101.2K
24,336
-15%
增持
JAAA
JANUS DETROIT STR TR
+$100.7K
25,689
+8%
增持
NOCT
INNOVATOR ETFS TRUST
+$96.6K
16,594
+2%
增持
SAUG
FIRST TR EXCHNG TRADED FD VI
+$94.5K
56,762
+4%
增持
AMGN
AMGEN INC
-$94.5K
3,650
+2%
增持
NDEC
INNOVATOR ETFS TRUST
+$94.3K
34,470
+2%
增持
ISEP
INNOVATOR ETFS TRUST
+$89.9K
30,986
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$82.4K
26,137
-4%
减持
RSSE
FIRST TR EXCHNG TRADED FD VI
-$81.7K
53,872
-10%
减持
TSLA
TESLA INC
+$80.6K
4,506
-14%
减持
SCHW
SCHWAB CHARLES CORP
+$78.7K
10,981
-7%
减持
GLD
SPDR GOLD TR
-$74.6K
850
-27%
增持
PEP
PEPSICO INC
+$72.9K
2,770
+42%
减持
PANW
PALO ALTO NETWORKS INC
+$70.8K
4,663
-10%
增持
NVBU
AIM ETF PRODUCTS TRUST
+$62.8K
27,941
+2%
减持
DE
DEERE & CO
+$61.3K
2,405
-3%
减持
VXUS
VANGUARD STAR FDS
+$58.6K
11,589
-3%
增持
EOCT
INNOVATOR ETFS TRUST
+$56.6K
27,389
+2%
增持
TXN
TEXAS INSTRS INC
+$55.5K
1,389
+7%
减持
EPS
WISDOMTREE TR
-$55.1K
3,759
-25%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$48.6K
32,950
-2%
增持
ITW
ILLINOIS TOOL WKS INC
+$45.3K
8,669
+2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$38.9K
7,005
-0%
减持
BLV
VANGUARD BD INDEX FDS
-$37.8K
10,004
-4%
减持
ABBV
ABBVIE INC
-$35.3K
1,135
-3%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$33.8K
45,340
-3%
减持
HD
HOME DEPOT INC
-$32.6K
685
-11%
增持
F
FORD MTR CO
+$31.4K
15,118
+14%
增持
MO
ALTRIA GROUP INC
+$30.5K
4,653
+15%
增持
YUM
YUM BRANDS INC
+$28.9K
9,933
+8%
减持
SONY
SONY GROUP CORP
+$28.5K
61,050
-1%
增持
CL
COLGATE PALMOLIVE CO
+$25.7K
21,318
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$25.3K
6,686
+15%
增持
BGLD
FIRST TR EXCHANGE-TRADED FD
+$24.6K
35,477
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$24.2K
4,679
+19%
减持
MTCH
MATCH GROUP INC NEW
-$21.8K
28,677
-1%
减持
EA
ELECTRONIC ARTS INC
-$20.8K
7,395
-11%
减持
ABT
ABBOTT LABS
+$19.0K
10,519
-1%
减持
GM
GENERAL MTRS CO
+$17.7K
20,404
-3%
减持
AOA
ISHARES TR
+$14.5K
4,394
-4%
减持
QCOM
QUALCOMM INC
+$11.4K
10,846
-3%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$8.7K
45,536
+11%
减持
LMT
LOCKHEED MARTIN CORP
-$6.7K
570
-6%
增持
CMCSA
COMCAST CORP NEW
+$4.6K
36,057
+4%
增持
CVX
CHEVRON CORP NEW
-$3.4K
12,418
+17%
减持
VUG
VANGUARD INDEX FDS
-$528
497
-16%
减持
NEM
NEWMONT CORP
-$129
22,521
-17%
