Secure Asset Management, LLC
Troy MI · SEC CIK 0001800692
$6.32亿2026Q1 申报市值
327持仓数
28.7%前十大占比 · 第一大 5.9%
43 / 55新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BMRN 新建仓+$397.80万
PLTR 加仓+$391.04万
VGIT 加仓+$389.32万
AVGO 加仓+$371.47万
ZS 加仓+$362.44万
2026Q1 卖出最多 按季末市值估算
XMMO 减仓-$938.33万
CHDN 清仓-$432.99万
IYW 清仓-$381.97万
PYPL 清仓-$343.14万
SPOT 清仓-$318.40万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RCL | ROYAL CARIBBEAN GROUP | $23.41万 | 0.04% | 851 | 1 | 0.1% | $275 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $23.45万 | 0.04% | 22,590 | 12,065 | 114.6% | $12.52万 | 加仓 |
| SLQD | ISHARES TR | $23.54万 | 0.04% | 4,661 | 18 | 0.4% | $909 | 加仓 |
| DAL | DELTA AIR LINES INC | $23.78万 | 0.04% | 3,577 | 205 | 6.1% | $1.36万 | 加仓 |
| FTI | TECHNIPFMC PLC | $23.79万 | 0.04% | 3,442 | 3,442 | — | $23.79万 | 新建仓 |
| VTR | VENTAS INC | $23.81万 | 0.04% | 2,911 | 2,911 | — | $23.81万 | 新建仓 |
| COP | CONOCOPHILLIPS | $23.82万 | 0.04% | 1,805 | 1,805 | — | $23.82万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $23.83万 | 0.04% | 2,065 | 2,065 | — | $23.83万 | 新建仓 |
| SHEL | SHELL PLC | $23.83万 | 0.04% | 2,563 | 2,563 | — | $23.83万 | 新建仓 |
| BP | BP PLC | $23.90万 | 0.04% | 5,085 | 5,085 | — | $23.90万 | 新建仓 |
| IR | INGERSOLL RAND INC | $24.04万 | 0.04% | 3,000 | 3,000 | — | $24.04万 | 新建仓 |
| HSY | HERSHEY CO | $24.20万 | 0.04% | 1,164 | -80 | -6.4% | -$1.66万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.39万 | 0.04% | 4,304 | 608 | 16.5% | $3.45万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $24.64万 | 0.04% | 7,319 | 363 | 5.2% | $1.22万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $24.74万 | 0.04% | 363 | -262 | -41.9% | -$17.86万 | 减仓 |
| BLK | BLACKROCK INC | $25.20万 | 0.04% | 262 | 18 | 7.4% | $1.73万 | 加仓 |
| BIL | SPDR SERIES TRUST | $25.37万 | 0.04% | 2,768 | -25 | -0.9% | -$2,291 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $25.37万 | 0.04% | 585 | -582 | -49.9% | -$25.24万 | 减仓 |
| INTC | INTEL CORP | $25.43万 | 0.04% | 5,763 | -927 | -13.9% | -$4.09万 | 减仓 |
| PSX | PHILLIPS 66 | $25.63万 | 0.04% | 1,407 | 1,407 | — | $25.63万 | 新建仓 |
| FSK | FS KKR CAP CORP | $25.83万 | 0.04% | 25,371 | 2,987 | 13.3% | $3.04万 | 加仓 |
| XPO | XPO INC | $25.84万 | 0.04% | 1,328 | -160 | -10.8% | -$3.11万 | 减仓 |
| — | HONEYWELL INTL INC | $25.92万 | 0.04% | 1,147 | 96 | 9.1% | $2.17万 | 加仓 |
| CRM | SALESFORCE INC | $26.13万 | 0.04% | 1,400 | -15,248 | -91.6% | -$284.58万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.43万 | 0.04% | 675 | 675 | — | $26.43万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $26.44万 | 0.04% | 1,378 | 1,378 | — | $26.44万 | 新建仓 |
| DOW | DOW HLDGS INC | $26.73万 | 0.04% | 6,418 | -2,486 | -27.9% | -$10.35万 | 减仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $26.79万 | 0.04% | 8,001 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $26.91万 | 0.04% | 8,000 | 8,000 | — | $26.91万 | 新建仓 |
| UTES | ETFIS SER TR I | $27.04万 | 0.04% | 3,384 | 449 | 15.3% | $3.59万 | 加仓 |
| CVS | CVS HEALTH CORP | $27.53万 | 0.04% | 3,833 | 826 | 27.5% | $5.93万 | 加仓 |
| PGR | PROGRESSIVE CORP | $27.78万 | 0.04% | 1,401 | -4,361 | -75.7% | -$86.48万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $28.15万 | 0.04% | 14,295 | 235 | 1.7% | $4,627 | 加仓 |
| VLO | VALERO ENERGY CORP | $28.30万 | 0.04% | 1,145 | 1,145 | — | $28.30万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $28.37万 | 0.04% | 4,417 | 103 | 2.4% | $6,615 | 加仓 |
| ADBE | ADOBE INC | $29.10万 | 0.05% | 1,197 | 226 | 23.3% | $5.49万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $29.13万 | 0.05% | 482 | -322 | -40.0% | -$19.46万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.31万 | 0.05% | 5,423 | -2,548 | -32.0% | -$13.77万 | 减仓 |
| NOW | SERVICENOW INC | $29.54万 | 0.05% | 2,825 | -791 | -21.9% | -$8.27万 | 减仓 |
| CTVA | CORTEVA INC | $29.89万 | 0.05% | 3,570 | 0 | 0.0% | — | 不变 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $30.06万 | 0.05% | 14,770 | 14,770 | — | $30.06万 | 新建仓 |
| IDEV | ISHARES TR | $30.10万 | 0.05% | 3,602 | -2,435 | -40.3% | -$20.35万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $30.28万 | 0.05% | 4,726 | 4,726 | — | $30.28万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $30.40万 | 0.05% | 1,388 | -40 | -2.8% | -$8,760 | 减仓 |
| C | CITIGROUP INC | $30.41万 | 0.05% | 2,682 | -625 | -18.9% | -$7.09万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $31.00万 | 0.05% | 35,800 | 35,800 | — | $31.00万 | 新建仓 |
| BX | BLACKSTONE INC | $31.09万 | 0.05% | 2,704 | 300 | 12.5% | $3.45万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $31.20万 | 0.05% | 1,026 | -1,064 | -50.9% | -$32.35万 | 减仓 |
| DE | DEERE & CO | $31.21万 | 0.05% | 554 | -106 | -16.1% | -$5.97万 | 减仓 |
| MCK | MCKESSON CORP | $31.43万 | 0.05% | 363 | -38 | -9.5% | -$3.29万 | 减仓 |
| SNOW | SNOWFLAKE INC | $31.54万 | 0.05% | 2,091 | 123 | 6.2% | $1.86万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $32.61万 | 0.05% | 5,873 | 673 | 12.9% | $3.74万 | 加仓 |
| IWF | ISHARES TR | $32.61万 | 0.05% | 765 | -25 | -3.2% | -$1.07万 | 减仓 |
| PAYX | PAYCHEX INC | $32.64万 | 0.05% | 3,543 | -214 | -5.7% | -$1.97万 | 减仓 |
| QCOM | QUALCOMM INC | $32.66万 | 0.05% | 2,536 | 35 | 1.4% | $4,508 | 加仓 |
| MPLX | MPLX LP | $32.69万 | 0.05% | 5,729 | 45 | 0.8% | $2,568 | 加仓 |
| TGT | TARGET CORP | $33.54万 | 0.05% | 2,767 | -290 | -9.5% | -$3.52万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $33.93万 | 0.05% | 11,700 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $33.96万 | 0.05% | 16,432 | 3,463 | 26.7% | $7.16万 | 加仓 |
| IMCG | ISHARES TR | $34.04万 | 0.05% | 4,321 | -215 | -4.7% | -$1.69万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $34.33万 | 0.05% | 7,318 | -35 | -0.5% | -$1,642 | 减仓 |
| AMAT | APPLIED MATLS INC | $34.33万 | 0.05% | 1,004 | 76 | 8.2% | $2.60万 | 加仓 |
| USMV | ISHARES TR | $35.21万 | 0.06% | 3,796 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $35.25万 | 0.06% | 3,609 | 3,609 | — | $35.25万 | 新建仓 |
| FDUS | FIDUS INVT CORP | $35.82万 | 0.06% | 20,564 | 5,153 | 33.4% | $8.98万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $36.03万 | 0.06% | 10,167 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $36.09万 | 0.06% | 826 | 20 | 2.5% | $8,738 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $36.15万 | 0.06% | 10,702 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $36.51万 | 0.06% | 4,421 | -7 | -0.2% | -$578 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $36.68万 | 0.06% | 4,628 | 8 | 0.2% | $634 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $37.03万 | 0.06% | 9,102 | -53,552 | -85.5% | -$217.84万 | 减仓 |
| IEFA | ISHARES TR | $37.43万 | 0.06% | 4,134 | -143 | -3.3% | -$1.29万 | 减仓 |
| CVSB | MORGAN STANLEY ETF TRUST | $37.48万 | 0.06% | 7,407 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $37.52万 | 0.06% | 2,280 | 462 | 25.4% | $7.60万 | 加仓 |
| ET | ENERGY TRANSFER L P | $37.86万 | 0.06% | 19,617 | -7,037 | -26.4% | -$13.58万 | 减仓 |
| IAU | ISHARES GOLD TR | $37.86万 | 0.06% | 4,295 | -427 | -9.0% | -$3.76万 | 减仓 |
| LOW | LOWES COS INC | $38.05万 | 0.06% | 1,611 | -37 | -2.2% | -$8,740 | 减仓 |
| VTV | VANGUARD INDEX FDS | $38.08万 | 0.06% | 1,941 | 667 | 52.4% | $13.09万 | 加仓 |
| ZTS | ZOETIS INC | $38.58万 | 0.06% | 3,264 | 177 | 5.7% | $2.09万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $39.67万 | 0.06% | 1,398 | 171 | 13.9% | $4.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $40.26万 | 0.06% | 806 | 83 | 11.5% | $4.15万 | 加仓 |
| PEP | PEPSICO INC | $40.52万 | 0.06% | 2,609 | -147 | -5.3% | -$2.28万 | 减仓 |
| IWL | ISHARES TR | $40.66万 | 0.06% | 2,534 | 66 | 2.7% | $1.06万 | 加仓 |
| DTM | DT MIDSTREAM INC | $40.73万 | 0.06% | 3,024 | -660 | -17.9% | -$8.89万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $40.86万 | 0.06% | 2,066 | 56 | 2.8% | $1.11万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $41.20万 | 0.07% | 18,452 | -3,799 | -17.1% | -$8.48万 | 减仓 |
| SLV | ISHARES SILVER TR | $41.63万 | 0.07% | 6,110 | 141 | 2.4% | $9,608 | 加仓 |
| DAPP | VANECK ETF TRUST | $42.45万 | 0.07% | 28,453 | -1,317 | -4.4% | -$1.96万 | 减仓 |
| IVW | ISHARES TR | $42.90万 | 0.07% | 3,793 | -285 | -7.0% | -$3.22万 | 减仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $43.43万 | 0.07% | 12,000 | -10,000 | -45.5% | -$36.19万 | 减仓 |
| SO | SOUTHERN CO | $43.48万 | 0.07% | 4,505 | -5,140 | -53.3% | -$49.61万 | 减仓 |
| — | PGIM ETF TR | $43.53万 | 0.07% | 8,937 | -315 | -3.4% | -$1.53万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.47万 | 0.07% | 14,495 | -1,415 | -8.9% | -$4.34万 | 减仓 |
| SDY | SPDR SERIES TRUST | $45.71万 | 0.07% | 3,132 | -4 | -0.1% | -$584 | 减仓 |
| ULTA | ULTA BEAUTY INC | $45.95万 | 0.07% | 879 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $46.03万 | 0.07% | 8,864 | 404 | 4.8% | $2.10万 | 加仓 |
| SIL | GLOBAL X FDS | $46.03万 | 0.07% | 5,110 | -1,802 | -26.1% | -$16.23万 | 减仓 |
| DVY | ISHARES TR | $49.14万 | 0.08% | 3,245 | -134 | -4.0% | -$2.03万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $49.24万 | 0.08% | 9,333 | -257 | -2.7% | -$1.36万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $50.26万 | 0.08% | 3,838 | 137 | 3.7% | $1.79万 | 加仓 |