小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 123 项
建仓 10
增持 36
减持 74
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
—
EXXON MOBIL CORP
+$2.0M
17,850
清仓
NFLX
NETFLIX INC
-$1.9M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
1,792
-75%
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
UHS
UNIVERSAL HLTH SVCS INC
+$1.6M
7,614
增持
AAPL
APPLE INC
+$1.3M
24,746
+2%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
39,230
+0%
减持
HELO
J P MORGAN EXCHANGE TRADED F
-$1.1M
11,036
-63%
减持
GLW
CORNING INC
+$1.1M
53,656
-15%
建仓
SPYG
SPDR SERIES TRUST
+$1.1M
10,127
增持
MRK
MERCK & CO INC
+$1.0M
24,291
+94%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$969.9K
35,092
减持
UPS
UNITED PARCEL SERVICE INC
-$946.0K
3,795
-70%
增持
ED
CONSOLIDATED EDISON INC
+$894.7K
32,083
+38%
增持
CL
COLGATE PALMOLIVE CO
+$836.9K
34,709
+63%
减持
GOOGL
ALPHABET INC
+$818.8K
14,394
-5%
建仓
TXT
TEXTRON INC
+$795.5K
9,415
减持
META
META PLATFORMS INC
-$748.2K
3,526
-22%
减持
AMGN
AMGEN INC
-$682.9K
1,191
-67%
增持
AVGO
BROADCOM INC
+$678.0K
8,354
+11%
清仓
T
AT&T INC
-$656.6K
0
-100%
建仓
CTAS
CINTAS CORP
+$614.3K
2,993
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$600.3K
10,285
+127%
减持
MA
MASTERCARD INCORPORATED
-$599.3K
3,547
-24%
增持
BNY
BANK NEW YORK MELLON CORP
+$547.9K
19,233
+13%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$501.7K
3,101
减持
ORCL
ORACLE CORP
+$443.8K
8,059
-3%
增持
TEX
TEREX CORP NEW
+$412.1K
23,751
+38%
减持
—
ORION S.A.
-$367.8K
58,232
-25%
减持
SCHW
SCHWAB CHARLES CORP
-$356.7K
6,758
-38%
减持
CMCSA
COMCAST CORP NEW
-$351.3K
29,776
-17%
增持
ITW
ILLINOIS TOOL WKS INC
+$349.0K
9,558
+10%
减持
CSCO
CISCO SYS INC
-$325.2K
22,777
-16%
增持
JPM
JPMORGAN CHASE & CO.
+$316.7K
7,946
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$301.7K
4,982
+10%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$289.0K
26,138
-21%
减持
CVX
CHEVRON CORP NEW
-$288.6K
9,592
-23%
增持
C
CITIGROUP INC
+$286.4K
15,671
+2%
减持
MSFT
MICROSOFT CORP
+$281.4K
14,111
-0%
减持
STXE
EA SERIES TRUST
-$276.0K
39,295
-22%
建仓
VLO
VALERO ENERGY CORP
+$269.2K
1,581
减持
CAT
CATERPILLAR INC
+$256.7K
3,798
-5%
增持
RTX
RTX CORPORATION
+$254.8K
7,598
+9%
减持
NEM
NEWMONT CORP
+$249.4K
18,521
-18%
增持
LEN
LENNAR CORP
+$248.4K
11,023
+7%
建仓
FAST
FASTENAL CO
+$244.9K
4,994
减持
PH
PARKER-HANNIFIN CORP
-$233.2K
1,488
-24%
清仓
IHDG
WISDOMTREE TR
-$225.0K
0
-100%
减持
BKR
BAKER HUGHES COMPANY
+$223.3K
23,765
-3%
增持
WMT
WALMART INC
+$213.8K
16,990
+8%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$213.1K
8,080
减持
—
TE CONNECTIVITY PLC
+$193.2K
4,312
-3%
增持
LLY
ELI LILLY & CO
+$191.0K
1,696
+20%
减持
COHR
COHERENT CORP
+$189.2K
13,164
-4%
减持
BSV
VANGUARD BD INDEX FDS
-$187.3K
23,694
-9%
减持
GM
GENERAL MTRS CO
+$185.6K
19,513
-4%
减持
EA
ELECTRONIC ARTS INC
-$176.9K
4,978
-33%
增持
MO
ALTRIA GROUP INC
+$173.8K
6,761
+45%
减持
BOND
PIMCO ETF TR
-$165.2K
57,464
-4%
增持
ABBV
ABBVIE INC
+$165.1K
1,623
+43%
减持
DE
DEERE & CO
-$159.3K
2,326
-3%
增持
HD
HOME DEPOT INC
+$155.8K
1,004
+47%
减持
SPG
SIMON PPTY GROUP INC NEW
+$142.5K
6,760
-3%
减持
RSSE
FIRST TR EXCHNG TRADED FD VI
-$142.2K
45,456
-16%
增持
LMT
LOCKHEED MARTIN CORP
+$137.9K
805
+41%
减持
PANW
PALO ALTO NETWORKS INC
-$134.5K
4,026
-14%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$133.2K
70,036
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$124.1K
5,725
-30%
减持
GNRC
GENERAC HLDGS INC
+$123.3K
6,595
-4%
增持
PEP
PEPSICO INC
+$120.8K
3,464
+25%
增持
VZ
VERIZON COMMUNICATIONS INC
+$118.6K
9,281
+39%
增持
YUM
YUM BRANDS INC
+$112.7K
10,425
+5%
减持
BPOP
POPULAR INC
-$111.9K
11,672
-19%
减持
SONY
SONY GROUP CORP
-$108.6K
51,425
-16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$107.3K
8,013
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$106.6K
7,165
+53%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$105.7K
27,808
-1%
增持
USB
US BANCORP DEL
+$100.9K
24,872
+2%
减持
IEFA
ISHARES TR
+$98.3K
29,101
-1%
减持
MTCH
MATCH GROUP INC NEW
+$93.0K
27,712
-3%
减持
STXF
EA SERIES TRUST
-$92.0K
216,446
-8%
减持
SPYV
SPDR SERIES TRUST
+$90.2K
52,985
-2%
减持
XOCT
FIRST TR EXCHNG TRADED FD VI
-$87.0K
36,972
-9%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$85.6K
11,403
-3%
增持
—
TRANE TECHNOLOGIES PLC
+$84.9K
3,282
+10%
增持
F
FORD MTR CO
+$84.2K
20,756
+37%
减持
NOCT
INNOVATOR ETFS TRUST
-$83.8K
14,443
-13%
减持
TSLA
TESLA INC
+$78.9K
3,396
-25%
增持
TXN
TEXAS INSTRS INC
+$71.0K
1,956
+41%
减持
GNOV
FIRST TR EXCHNG TRADED FD VI
-$69.4K
32,043
-9%
增持
—
JOHNSON CTLS INTL PLC
+$62.1K
10,036
+2%
减持
QCOM
QUALCOMM INC
+$58.6K
10,735
-1%
减持
BWXT
BWX TECHNOLOGIES INC
+$56.0K
7,725
-19%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$54.7K
37,213
-8%
增持
COP
CONOCOPHILLIPS
+$53.6K
2,753
+19%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$53.1K
30,859
-8%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$52.8K
3,144
-18%
减持
JAAA
JANUS DETROIT STR TR
-$50.6K
24,678
-4%
减持
BCD
ABRDN ETFS
-$50.3K
16,638
-11%
减持
ZALT
INNOVATOR ETFS TRUST
-$48.7K
41,156
-7%
减持
ABT
ABBOTT LABS
-$45.9K
10,339
-2%
减持
ISEP
INNOVATOR ETFS TRUST
-$45.7K
28,625
-8%
减持
NDEC
INNOVATOR ETFS TRUST
-$44.9K
31,265
-9%
增持
EOG
EOG RES INC
+$44.3K
2,316
+29%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$43.0K
43,203
-5%
减持
AMZN
AMAZON COM INC
-$36.9K
16,683
-1%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$29.0K
44,572
-2%
减持
BLV
VANGUARD BD INDEX FDS
-$26.9K
9,439
-6%
减持
VXUS
VANGUARD STAR FDS
-$25.1K
10,557
-9%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$21.3K
20,874
-12%
减持
NTR
NUTRIEN LTD
-$19.0K
14,030
-3%
减持
GLD
SPDR GOLD TR
+$18.2K
780
-8%
减持
NVBU
AIM ETF PRODUCTS TRUST
-$15.9K
25,665
-8%
减持
AOA
ISHARES TR
+$11.0K
4,283
-3%
增持
KO
COCA COLA CO
+$10.2K
3,648
+11%
减持
BGLD
FIRST TR EXCHANGE-TRADED FD
+$10.1K
32,392
-9%
减持
VTI
VANGUARD INDEX FDS
+$9.9K
6,624
-7%
减持
SAUG
FIRST TR EXCHNG TRADED FD VI
-$8.0K
52,703
-7%
增持
—
AMCOR PLC
+$6.7K
14,428
+19%
减持
BA
BOEING CO
+$5.9K
5,762
-2%
减持
SIXJ
AIM ETF PRODUCTS TRUST
-$5.5K
7,169
-6%
减持
EOCT
INNOVATOR ETFS TRUST
+$3.6K
25,011
-9%
增持
V
VISA INC
+$2.3K
4,900
+4%
减持
SFLR
INNOVATOR ETFS TRUST
-$73
30,743
-7%
