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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 125 项
建仓 4
增持 54
减持 66
清仓 1
方向
标的
Δ市值
现股数(环比)
清仓
GM
GENERAL MTRS CO
-$1.2M
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$1.1M
3,128
+289%
减持
GOOGL
ALPHABET INC
+$891.6K
14,028
-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。
建仓
ZTS
ZOETIS INC
+$844.3K
6,710
减持
ORCL
ORACLE CORP
-$752.3K
7,769
-4%
减持
STXF
EA SERIES TRUST
-$711.8K
195,954
-9%
增持
LLY
ELI LILLY & CO
+$689.9K
1,846
+9%
增持
AAPL
APPLE INC
+$560.3K
25,239
+2%
减持
MRK
MERCK & CO INC
+$502.3K
24,141
-1%
减持
BWXT
BWX TECHNOLOGIES INC
-$468.8K
5,528
-28%
减持
CAT
CATERPILLAR INC
-$348.5K
2,555
-33%
减持
NEM
NEWMONT CORP
-$338.7K
12,246
-34%
增持
C
CITIGROUP INC
+$306.1K
16,254
+4%
增持
MSFT
MICROSOFT CORP
-$303.0K
14,487
+3%
减持
GLW
CORNING INC
-$297.5K
46,870
-13%
减持
BGLD
FIRST TR EXCHANGE-TRADED FD
-$281.9K
28,629
-12%
减持
SONY
SONY GROUP CORP
-$273.2K
47,162
-8%
减持
COHR
COHERENT CORP
+$270.2K
9,147
-31%
增持
—
EXXON MOBIL CORP
+$265.0K
18,926
+6%
减持
GNRC
GENERAC HLDGS INC
-$262.3K
6,172
-6%
增持
BA
BOEING CO
+$254.7K
6,901
+20%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$229.0K
2,872
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$227.1K
1,034
增持
BNY
BANK NEW YORK MELLON CORP
+$225.1K
19,991
+4%
增持
WMT
WALMART INC
+$221.5K
17,705
+4%
减持
RSSE
FIRST TR EXCHNG TRADED FD VI
-$218.8K
34,697
-24%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$209.0K
6,927
-14%
建仓
OKE
ONEOK INC NEW
+$208.1K
2,831
增持
AVGO
BROADCOM INC
+$207.4K
8,562
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$194.4K
8,382
+5%
减持
SPYV
SPDR SERIES TRUST
-$186.5K
48,322
-9%
增持
RTX
RTX CORPORATION
+$177.4K
7,899
+4%
增持
LEN
LENNAR CORP
-$170.8K
11,854
+8%
减持
IEFA
ISHARES TR
-$167.4K
26,531
-9%
减持
—
ORION S.A.
-$162.6K
52,797
-9%
增持
BOND
PIMCO ETF TR
+$161.5K
59,365
+3%
减持
NDEC
INNOVATOR ETFS TRUST
-$155.5K
24,880
-20%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$153.7K
9,557
-7%
减持
AMZN
AMAZON COM INC
+$150.1K
16,520
-1%
减持
BKR
BAKER HUGHES COMPANY
-$145.7K
22,225
-6%
减持
AMD
ADVANCED MICRO DEVICES INC
+$145.1K
3,020
-3%
减持
BPOP
POPULAR INC
-$143.1K
10,756
-8%
增持
UHS
UNIVERSAL HLTH SVCS INC
+$142.9K
7,795
+2%
减持
XOCT
FIRST TR EXCHNG TRADED FD VI
-$137.3K
32,469
-12%
减持
GNOV
FIRST TR EXCHNG TRADED FD VI
-$134.8K
27,301
-15%
增持
V
VISA INC
+$133.1K
5,149
+5%
减持
MTCH
MATCH GROUP INC NEW
-$127.6K
26,362
-5%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$127.5K
39,537
-8%
减持
SAUG
FIRST TR EXCHNG TRADED FD VI
-$127.2K
46,745
-11%
减持
OCTW
AIM ETF PRODUCTS TRUST
-$127.0K
27,072
-12%
增持
CL
COLGATE PALMOLIVE CO
+$119.8K
36,629
+6%
增持
—
JOHNSON CTLS INTL PLC
+$118.6K
10,205
+2%
增持
ED
CONSOLIDATED EDISON INC
+$115.6K
33,634
+5%
减持
NOCT
INNOVATOR ETFS TRUST
-$108.6K
12,292
-15%
减持
SPG
SIMON PPTY GROUP INC NEW
-$107.5K
6,273
-7%
减持
EOCT
INNOVATOR ETFS TRUST
-$103.9K
21,278
-15%
减持
NVBU
AIM ETF PRODUCTS TRUST
-$102.6K
21,555
-16%
增持
YUM
YUM BRANDS INC
+$99.9K
11,135
+7%
减持
CSCO
CISCO SYS INC
+$98.9K
21,516
-6%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$98.4K
24,175
-8%
减持
SFLR
INNOVATOR ETFS TRUST
-$95.1K
27,472
-11%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$94.7K
32,688
-12%
增持
MA
MASTERCARD INCORPORATED
+$94.2K
3,699
+4%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$94.0K
65,574
-6%
减持
ISEP
INNOVATOR ETFS TRUST
-$93.3K
25,124
-12%
增持
META
META PLATFORMS INC
-$90.3K
3,786
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$86.9K
7,602
+6%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$85.9K
31,305
-11%
减持
BCD
ABRDN ETFS
-$84.7K
15,729
-5%
减持
ZALT
INNOVATOR ETFS TRUST
-$80.2K
37,821
-8%
增持
NVDA
NVIDIA CORPORATION
+$77.8K
39,664
+1%
减持
SPYG
SPDR SERIES TRUST
-$77.8K
9,190
-9%
增持
PANW
PALO ALTO NETWORKS INC
-$65.3K
4,096
+2%
减持
VTI
VANGUARD INDEX FDS
-$61.1K
6,302
-5%
减持
AOA
ISHARES TR
-$58.9K
3,557
-17%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$58.8K
20,083
-4%
减持
PH
PARKER-HANNIFIN CORP
+$57.6K
1,349
-9%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$49.6K
4,760
-17%
减持
AMGN
AMGEN INC
+$48.1K
1,174
-1%
增持
PEP
PEPSICO INC
+$45.1K
3,704
+7%
增持
HD
HOME DEPOT INC
-$44.2K
1,054
+5%
增持
TSLA
TESLA INC
+$43.1K
3,454
+2%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$42.7K
26,657
-4%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$41.8K
10,968
-4%
增持
RF
REGIONS FINANCIAL CORP NEW
+$40.7K
9,366
+16%
增持
F
FORD MTR CO
+$40.4K
22,004
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$39.2K
6,849
+1%
增持
CVX
CHEVRON CORP NEW
+$39.0K
10,028
+5%
减持
GLD
SPDR GOLD TR
-$38.7K
602
-23%
减持
UPS
UNITED PARCEL SERVICE INC
+$36.6K
3,565
-6%
减持
SIXJ
AIM ETF PRODUCTS TRUST
-$36.5K
5,908
-18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$36.2K
5,055
+1%
减持
—
TE CONNECTIVITY PLC
-$33.4K
4,014
-7%
增持
COP
CONOCOPHILLIPS
+$32.6K
3,130
+14%
增持
—
TRANE TECHNOLOGIES PLC
-$31.6K
3,477
+6%
减持
USB
US BANCORP DEL
+$30.1K
23,092
-7%
增持
JAAA
JANUS DETROIT STR TR
+$26.7K
25,304
+3%
增持
KO
COCA COLA CO
+$26.7K
3,843
+5%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$24.1K
46,616
+5%
增持
FAST
FASTENAL CO
-$23.9K
5,509
+10%
减持
TXT
TEXTRON INC
-$23.8K
8,853
-6%
增持
BSV
VANGUARD BD INDEX FDS
+$22.3K
24,007
+1%
增持
MO
ALTRIA GROUP INC
-$19.7K
7,404
+10%
减持
QCOM
QUALCOMM INC
+$17.4K
10,543
-2%
减持
DE
DEERE & CO
-$16.1K
2,250
-3%
增持
ABT
ABBOTT LABS
-$16.0K
10,925
+6%
增持
—
AMCOR PLC
+$14.8K
15,920
+10%
减持
NTR
NUTRIEN LTD
-$14.4K
13,112
-7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$13.8K
3,304
+5%
减持
TEX
TEREX CORP NEW
-$13.6K
22,571
-5%
增持
BLV
VANGUARD BD INDEX FDS
-$12.5K
9,440
+0%
增持
VLO
VALERO ENERGY CORP
+$12.3K
1,729
+9%
增持
UNH
UNITEDHEALTH GROUP INC
-$12.0K
1,839
+3%
增持
TXN
TEXAS INSTRS INC
+$11.7K
2,139
+9%
增持
ABBV
ABBVIE INC
+$9.2K
1,685
+4%
减持
VXUS
VANGUARD STAR FDS
+$9.1K
10,401
-1%
增持
CMCSA
COMCAST CORP NEW
+$6.7K
31,525
+6%
增持
EOG
EOG RES INC
+$5.6K
2,527
+9%
增持
ITW
ILLINOIS TOOL WKS INC
+$5.4K
10,141
+6%
减持
VUG
VANGUARD INDEX FDS
-$4.7K
479
-4%
减持
EA
ELECTRONIC ARTS INC
-$4.7K
4,891
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$4.0K
10,113
+9%
减持
STXE
EA SERIES TRUST
-$3.5K
35,877
-9%
增持
CTAS
CINTAS CORP
+$2.6K
3,280
+10%
减持
HELO
J P MORGAN EXCHANGE TRADED F
+$2.2K
10,833
-2%
