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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 147 项
建仓 22
增持 38
减持 70
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$2.8M
11,355
-22%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$1.7M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.7M
1,760
-65%
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
META
META PLATFORMS INC
-$1.6M
1,614
-57%
建仓
GE
GE AEROSPACE
+$1.5M
5,380
建仓
GS
GOLDMAN SACHS GROUP INC
+$1.4M
1,640
清仓
ABT
ABBOTT LABS
-$1.4M
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$1.4M
0
-100%
建仓
CLX
CLOROX CO DEL
+$1.3M
12,903
建仓
PFE
PFIZER INC
+$1.2M
44,051
减持
MA
MASTERCARD INCORPORATED
-$1.2M
1,757
-53%
建仓
PYLD
PIMCO ETF TR
+$1.2M
46,480
减持
V
VISA INC
-$1.2M
1,947
-62%
减持
GLW
CORNING INC
+$1.2M
39,104
-17%
清仓
SONY
SONY GROUP CORP
-$1.2M
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$1.0M
3,079
减持
QCOM
QUALCOMM INC
-$1.0M
5,944
-44%
建仓
CRM
SALESFORCE INC
+$1.0M
5,381
清仓
EA
ELECTRONIC ARTS INC
-$999.5K
0
-100%
增持
TSLA
TESLA INC
+$976.8K
6,806
+97%
建仓
NFLX
NETFLIX INC.
+$965.3K
10,039
建仓
VRSK
VERISK ANALYTICS INC
+$955.6K
5,036
清仓
CMCSA
COMCAST CORP NEW
-$942.3K
0
-100%
建仓
MAS
MASCO CORP
+$915.9K
15,171
减持
—
EXXON MOBIL CORP
+$914.3K
18,813
-1%
建仓
AVIG
AMERICAN CENTY ETF TR
+$866.3K
20,854
增持
CSCO
CISCO SYS INC
+$855.6K
32,387
+51%
清仓
MTCH
MATCH GROUP INC NEW
-$851.2K
0
-100%
减持
STXF
EA SERIES TRUST
-$831.0K
186,029
-5%
减持
AVGO
BROADCOM INC
-$810.5K
6,955
-19%
清仓
NTR
NUTRIEN LTD
-$809.3K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$785.6K
3,214
减持
BSV
VANGUARD BD INDEX FDS
-$771.6K
14,289
-40%
建仓
UBER
UBER TECHNOLOGIES INC
+$764.6K
10,630
清仓
PANW
PALO ALTO NETWORKS INC
-$754.5K
0
-100%
建仓
BRO
BROWN & BROWN INC
+$671.8K
10,302
清仓
BLV
VANGUARD BD INDEX FDS
-$656.3K
0
-100%
清仓
CTAS
CINTAS CORP
-$616.9K
0
-100%
减持
AAPL
APPLE INC
-$588.6K
24,716
-2%
减持
JPM
JPMORGAN CHASE & CO
-$558.7K
7,282
-13%
建仓
NOW
SERVICENOW INC
+$540.3K
5,168
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$535.2K
10,673
+54%
减持
NVDA
NVIDIA CORPORATION
-$531.9K
39,366
-1%
减持
AMZN
AMAZON COM INC
-$504.2K
15,888
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$482.3K
4,026
+119%
增持
LMT
LOCKHEED MARTIN CORP
+$426.6K
3,209
+3%
减持
ED
CONSOLIDATED EDISON INC
+$412.6K
33,161
-1%
减持
CVX
CHEVRON CORPORATION
+$411.1K
9,374
-7%
增持
WMT
WALMART INC
+$402.6K
19,111
+8%
建仓
IVV
ISHARES TR
+$400.4K
613
减持
GNRC
GENERAC HLDGS INC
+$344.6K
6,073
-2%
减持
MRK
MERCK & CO INC
+$333.5K
23,897
-1%
减持
BKR
BAKER HUGHES COMPANY
+$324.9K
21,900
-1%
减持
JAAA
JANUS DETROIT STR TR
-$310.8K
19,240
-24%
减持
LEN
LENNAR CORP
-$291.5K
10,675
-10%
建仓
HSY
HERSHEY CO
+$279.4K
1,344
建仓
SLB
SLB LIMITED
+$272.8K
5,308
建仓
TGT
TARGET CORP
+$271.2K
2,238
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$266.3K
12,734
-37%
建仓
CINF
CINCINNATI FINL CORP
+$256.0K
1,627
清仓
RF
REGIONS FINANCIAL CORP NEW
-$253.8K
0
-100%
增持
C
CITIGROUP INC
+$237.8K
18,821
+16%
清仓
VUG
VANGUARD INDEX FDS
-$233.7K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$229.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$228.8K
14,473
+3%
增持
LLY
ELI LILLY & CO
-$228.0K
1,909
+3%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$227.1K
0
-100%
建仓
ACYN
FIRST TR EXCHANGE-TRADED FD
+$223.5K
10,965
减持
CAT
CATERPILLAR INC
-$215.4K
1,762
-31%
增持
KO
COCA COLA CO
+$208.2K
6,270
+63%
减持
CL
COLGATE PALMOLIVE CO
+$207.9K
36,400
-1%
减持
DE
DEERE & CO
+$207.5K
2,228
-1%
清仓
SIXJ
AIM ETF PRODUCTS TRUST
-$202.5K
0
-100%
增持
COP
CONOCOPHILLIPS
+$202.0K
3,750
+20%
减持
VTI
VANGUARD INDEX FDS
-$197.9K
5,969
-5%
减持
COHR
COHERENT CORP
-$194.4K
6,271
-31%
增持
ITW
ILLINOIS TOOL WKS INC
+$179.8K
10,287
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$177.6K
5,229
+58%
减持
BWXT
BWX TECHNOLOGIES INC
+$164.9K
5,479
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$146.8K
9,181
+21%
减持
SPYV
SPDR SERIES TRUST
-$142.5K
45,999
-5%
减持
BA
BOEING CO
-$139.0K
6,830
-1%
减持
NEM
NEWMONT CORP
-$135.9K
10,040
-18%
建仓
FLO
FLOWERS FOODS INC
+$133.0K
16,325
清仓
—
AMCOR PLC
-$132.8K
0
-100%
增持
EOG
EOG RES INC
+$130.6K
2,739
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$125.0K
10,695
+6%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$118.1K
23,181
-4%
增持
YUM
YUM BRANDS INC
+$117.1K
11,588
+4%
减持
BOND
PIMCO ETF TR
-$109.2K
58,697
-1%
减持
TEX
TEREX CORP NEW
+$102.3K
22,118
-2%
减持
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$101.2K
38,702
-17%
减持
BPOP
POPULAR INC
+$89.2K
10,647
-1%
增持
OKE
ONEOK INC NEW
+$86.1K
3,254
+15%
增持
BNY
BANK NEW YORK MELLON CORP
+$83.3K
20,265
+1%
减持
SPYG
SPDR SERIES TRUST
-$82.4K
9,173
-0%
减持
—
JOHNSON CONTROLS INTERNATION
+$81.2K
9,952
-2%
减持
—
TE CONNECTIVITY PLC
-$80.7K
3,983
-1%
增持
FAST
FASTENAL CO
+$79.5K
6,478
+18%
增持
TXN
TEXAS INSTRS INC
+$75.1K
2,299
+7%
减持
VXUS
VANGUARD STAR FDS
-$74.4K
9,211
-11%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$73.8K
12,414
+15%
减持
VLO
VALERO ENERGY CORP
+$72.1K
1,431
-17%
减持
SFLR
INNOVATOR ETFS TRUST
-$71.5K
26,579
-3%
增持
MO
ALTRIA GROUP INC
+$71.0K
7,545
+2%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$66.8K
64,547
-2%
增持
CP
CANADIAN PACIFIC KANSAS CITY
+$63.8K
11,078
+1%
减持
—
ORION S.A.
+$62.2K
52,452
-1%
增持
ORCL
ORACLE CORP
+$56.5K
10,677
+37%
减持
EPS
WISDOMTREE TR
-$56.3K
3,084
-18%
减持
RSSE
FIRST TR EXCHNG TRADED FD VI
-$54.6K
31,973
-8%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$53.9K
29,647
-5%
减持
SCHW
SCHWAB CHARLES CORP
-$51.9K
6,729
-2%
减持
RTX
RTX CORPORATION
-$49.3K
7,255
-8%
增持
ZTS
ZOETIS INC
-$48.7K
6,730
+0%
减持
USB
US BANCORP
-$47.8K
22,772
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$46.5K
3,408
+13%
减持
BCD
ABRDN ETFS
+$45.2K
14,873
-5%
增持
AMGN
AMGEN INC
+$44.7K
1,219
+4%
增持
UPS
UNITED PARCEL SVCS INC
+$41.8K
4,019
+13%
减持
STXE
EA SERIES TRUST
+$37.5K
33,934
-5%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
-$37.3K
37,479
-5%
减持
F
FORD MTR CO
-$37.1K
21,804
-1%
减持
IEFA
ISHARES TR
-$36.1K
25,819
-3%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$35.3K
31,182
-5%
减持
GLD
SPDR GOLD TR
-$25.6K
495
-18%
增持
HD
HOME DEPOT INC
+$25.4K
1,180
+12%
减持
NDEC
INNOVATOR ETFS TRUST
-$25.1K
24,675
-1%
减持
GNOV
FIRST TR EXCHNG TRADED FD VI
-$23.8K
27,237
-0%
减持
PEP
PEPSICO INC
-$23.0K
3,275
-12%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$22.4K
9,752
+2%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$20.1K
26,050
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$19.3K
6,122
-2%
减持
NVBU
AIM ETF PRODUCTS TRUST
-$18.7K
21,497
-0%
减持
XOCT
FIRST TR EXCHNG TRADED FD VI
-$16.8K
32,432
-0%
增持
NOCT
INNOVATOR ETFS TRUST
-$16.4K
12,340
+0%
增持
AOA
ISHARES TR
+$14.4K
3,763
+6%
增持
BGLD
FIRST TR EXCHANGE-TRADED FD
+$14.0K
29,396
+3%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$12.4K
5,003
+5%
增持
TXT
TEXTRON INC
+$11.3K
8,943
+1%
减持
ZALT
INNOVATOR ETFS TRUST
-$9.9K
37,643
-0%
减持
EOCT
INNOVATOR ETFS TRUST
-$7.5K
20,850
-2%
减持
PH
PARKER-HANNIFIN CORP
-$6.7K
1,317
-2%
减持
ISEP
INNOVATOR ETFS TRUST
-$5.8K
24,797
-1%
减持
SAUG
FIRST TR EXCHNG TRADED FD VI
-$2.7K
46,213
-1%
增持
ABBV
ABBVIE INC
+$1.1K
1,775
+5%
增持
OCTW
AIM ETF PRODUCTS TRUST
-$76
27,443
+1%
