13F 机构持仓

Secure Asset Management, LLC

Troy MI · SEC CIK 0001800692

2026Q22026Q1 更早 9 个季度 🔒
$7.14亿2026Q2 申报市值
333持仓数
28.8%前十大占比 · 第一大 5.5%
37 / 37新建仓 / 清仓
申报市值走势$7.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VGIT 5.5%
NVDA 4.1%
QQQM 3.0%
VOO 2.9%
IVV 2.6%
AAPL 2.4%
SRLN 2.1%
IGSB 2.1%
LMBS 2.1%
JMBS 2.1%

2026Q2 买入最多 按季末市值估算

GLDM 新建仓+$817.41万
PVAL 加仓+$533.11万
VEU 新建仓+$419.53万
ONEQ 新建仓+$382.34万
VGIT 加仓+$252.11万

2026Q2 卖出最多 按季末市值估算

CGDV 减仓-$869.40万
SCHG 减仓-$693.32万
VT 减仓-$415.25万
ZS 清仓-$380.27万
LDOS 清仓-$368.60万

2026Q2 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
UTES ETFIS SER TR I $28.32万0.04%3,464 802.4% $6,540 加仓
CTVA CORTEVA INC $28.33万0.04%3,346 -224-6.3% -$1.90万 减仓
FEBW AIM ETF PRODUCTS TRUST $28.44万0.04%8,001 00.0% — 不变
FSK FS KKR CAP CORP $28.54万0.04%27,178 1,8077.1% $1.90万 加仓
DE DEERE & CO $28.99万0.04%457 -97-17.5% -$6.15万 减仓
ET ENERGY TRANSFER L P $29.08万0.04%15,209 -4,408-22.5% -$8.43万 减仓
— AIM ETF PRODUCTS TRUST $29.18万0.04%8,000 00.0% — 不变
GBTC GRAYSCALE BITCOIN TRUST ETF $29.30万0.04%6,437 -2,896-31.0% -$13.18万 减仓
SIL GLOBAL X FDS $29.59万0.04%3,820 -1,290-25.2% -$9.99万 减仓
HLT HILTON WORLDWIDE HLDGS INC $29.61万0.04%896 -130-12.7% -$4.30万 减仓
LOW LOWES COS INC $29.63万0.04%1,344 -267-16.6% -$5.89万 减仓
AGGH SIMPLIFY EXCHANGE TRADED FUN $29.64万0.04%14,696 -74-0.5% -$1,493 减仓
Q QNITY ELECTRONICS INC $29.64万0.04%1,815 -250-12.1% -$4.08万 减仓
ULTA ULTA BEAUTY INC $29.81万0.04%661 -218-24.8% -$9.83万 减仓
NOC NORTHROP GRUMMAN CORP $29.88万0.04%587 22461.7% $11.40万 加仓
RSG REPUBLIC SVCS INC $30.00万0.04%1,408 201.4% $4,262 加仓
PRU PRUDENTIAL FINL INC $30.20万0.04%2,798 -811-22.5% -$8.75万 减仓
CVS CVS HEALTH CORP $30.43万0.04%2,942 -891-23.2% -$9.22万 减仓
USMV ISHARES TR $30.62万0.04%3,174 -622-16.4% -$6.00万 减仓
PHYS SPROTT ASSET MANAGEMENT LP $30.67万0.04%10,167 00.0% — 不变
GOOGL ALPHABET INC 看涨期权 $31.20万0.04%1,000 00.0% — 不变
SLV ISHARES SILVER TR $31.46万0.04%5,884 -226-3.7% -$1.21万 减仓
C CITIGROUP INC $31.68万0.04%2,264 -418-15.6% -$5.85万 减仓
BX BLACKSTONE INC $31.82万0.04%2,704 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $32.39万0.05%1,842 -224-10.8% -$3.94万 减仓
IDEV ISHARES TR $32.55万0.05%3,657 551.5% $4,896 加仓
VWO VANGUARD INTL EQUITY INDEX F $32.62万0.05%5,465 420.8% $2,507 加仓
ARCC ARES CAPITAL CORP $32.66万0.05%17,626 7,21169.2% $13.36万 加仓
BLK BLACKROCK INC $32.98万0.05%343 8130.9% $7.79万 加仓
RSP INVESCO EXCHANGE TRADED FD T $32.99万0.05%1,551 17312.6% $3.68万 加仓
VEA VANGUARD TAX-MANAGED FDS $34.17万0.05%4,796 701.5% $4,988 加仓
AMGN AMGEN INC $34.41万0.05%950 -1,139-54.5% -$41.26万 减仓
PAYX PAYCHEX INC $34.94万0.05%3,553 100.3% $983 加仓
ZETA ZETA GLOBAL HOLDINGS CORP $34.98万0.05%17,773 -72,320-80.3% -$142.33万 减仓
IJH ISHARES TR $36.09万0.05%4,680 -3,238-40.9% -$24.97万 减仓
CSCO CISCO SYS INC $36.24万0.05%3,085 -3,394-52.4% -$39.87万 减仓
LMT LOCKHEED MARTIN CORP $36.64万0.05%719 23749.2% $12.08万 加仓
ANET ARISTA NETWORKS INC $36.70万0.05%2,160 46227.2% $7.85万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $36.79万0.05%1,353 1,353— $36.79万 新建仓
QQQ INVESCO QQQ TR 看跌期权 $36.82万0.05%500 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $36.86万0.05%5,997 1242.1% $7,621 加仓
— AIM ETF PRODUCTS TRUST $36.88万0.05%11,700 00.0% — 不变
CVSB MORGAN STANLEY ETF TRUST $36.93万0.05%7,292 -115-1.6% -$5,824 减仓
SPY STATE STR SPDR S&P 500 ETF T 看跌期权 $37.34万0.05%500 00.0% — 不变
TGT TARGET CORP $37.81万0.05%2,895 1284.6% $1.67万 加仓
LINC LINCOLN EDL SVCS CORP $37.98万0.05%7,612 -1,490-16.4% -$7.43万 减仓
DTM DT MIDSTREAM INC $38.24万0.05%2,606 -418-13.8% -$6.13万 减仓
— AIM ETF PRODUCTS TRUST $38.39万0.05%10,702 00.0% — 不变
LNG CHENIERE ENERGY INC $38.53万0.05%1,612 21415.3% $5.11万 加仓
MA MASTERCARD INCORPORATED $38.75万0.05%754 -52-6.5% -$2.67万 减仓
VCSH VANGUARD SCOTTSDALE FDS $38.78万0.05%4,907 2796.0% $2.20万 加仓
IEFA ISHARES TR $38.80万0.05%4,018 -116-2.8% -$1.12万 减仓
IMCG ISHARES TR $39.83万0.06%4,052 -269-6.2% -$2.64万 减仓
PEP PEPSICO INC $39.96万0.06%2,951 34213.1% $4.63万 加仓
ETN EATON CORP PLC $40.53万0.06%951 951— $40.53万 新建仓
VTV VANGUARD INDEX FDS $40.65万0.06%1,865 -76-3.9% -$1.66万 减仓
SCHD SCHWAB STRATEGIC TR $41.33万0.06%13,033 -1,462-10.1% -$4.64万 减仓
— GRANITESHARES ETF TR $42.12万0.06%17,304 8725.3% $2.12万 加仓
— INVESCO EXCHANGE TRADED FD T $42.82万0.06%3,615 3,615— $42.82万 新建仓
— CALAMOS ETF TR $43.02万0.06%16,023 16,023— $43.02万 新建仓
DUK DUKE ENERGY CORP NEW $43.22万0.06%3,414 -424-11.0% -$5.37万 减仓
IGE ISHARES TR $43.40万0.06%7,725 7,725— $43.40万 新建仓
SYK STRYKER CORPORATION $43.54万0.06%1,383 -451-24.6% -$14.20万 减仓
KLAC KLA CORP $44.05万0.06%1,460 1,289753.8% $38.89万 重新持有
— PGIM ETF TR $44.17万0.06%8,933 -4-0.0% -$198 减仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $44.59万0.06%42,190 19,60086.8% $20.72万 加仓
FENY FIDELITY COVINGTON TRUST $45.04万0.06%15,235 15,235— $45.04万 新建仓
RKLB ROCKET LAB CORP $45.13万0.06%4,440 230.5% $2,338 加仓
FDUS FIDUS INVT CORP $45.25万0.06%23,728 3,16415.4% $6.03万 加仓
VUG VANGUARD INDEX FDS $45.33万0.06%5,262 3066.2% $2.64万 加仓
IWL ISHARES TR $45.42万0.06%2,456 -78-3.1% -$1.44万 减仓
SOXX ISHARES TR $45.43万0.06%709 -162-18.6% -$10.38万 重新持有
MO ALTRIA GROUP INC $45.87万0.06%6,375 -3,971-38.4% -$28.57万 减仓
SHY ISHARES TR $46.59万0.07%5,675 1,25428.4% $10.30万 加仓
CEG CONSTELLATION ENERGY CORP $46.91万0.07%1,889 553.0% $1.37万 加仓
IXN ISHARES TR $47.26万0.07%3,271 3,271— $47.26万 新建仓
SNOW SNOWFLAKE INC $47.69万0.07%1,874 -217-10.4% -$5.52万 减仓
XLE SELECT SECTOR SPDR TR $48.02万0.07%9,042 5486.5% $2.91万 加仓
BMY BRISTOL-MYERS SQUIBB CO $48.13万0.07%8,353 -1,643-16.4% -$9.47万 减仓
QCOM QUALCOMM INC $48.25万0.07%2,611 753.0% $1.39万 加仓
PFE PFIZER INC $49.38万0.07%20,505 -2,402-10.5% -$5.78万 减仓
DTE DTE ENERGY CO $49.70万0.07%3,262 -860-20.9% -$13.10万 减仓
NDAQ NASDAQ INC $49.71万0.07%6,307 821.3% $6,463 加仓
CBRE CBRE GROUP INC $50.70万0.07%3,764 361.0% $4,849 加仓
DVY ISHARES TR $50.85万0.07%3,254 90.3% $1,407 加仓
SHOP SHOPIFY INC $51.22万0.07%4,486 -238-5.0% -$2.72万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $51.48万0.07%10,084 96110.5% $4.91万 加仓
BINC BLACKROCK ETF TRUST II $51.56万0.07%9,850 98611.1% $5.16万 加仓
DIS DISNEY WALT CO $52.43万0.07%5,448 -878-13.9% -$8.45万 减仓
XRNPX COHEN & STEERS REIT & PFD & $52.58万0.07%25,903 140.1% $284 加仓
IVW ISHARES TR $54.21万0.08%3,941 1483.9% $2.04万 加仓
ASML ASML HLDG NV $54.34万0.08%273 -206-43.0% -$41.00万 减仓
MS MORGAN STANLEY $54.54万0.08%2,609 32914.4% $6.88万 加仓
DAPP VANECK ETF TRUST $54.67万0.08%28,211 -242-0.9% -$4,690 减仓
MRK MERCK & CO INC $55.90万0.08%4,350 -21,955-83.5% -$282.12万 减仓
SHYG ISHARES TR $56.60万0.08%13,346 1671.3% $7,083 加仓
IOO ISHARES TR $58.43万0.08%4,278 -140-3.2% -$1.91万 减仓
IWY ISHARES TR $58.65万0.08%2,018 -1,657-45.1% -$48.16万 减仓
AXP AMERICAN EXPRESS CO $59.99万0.08%1,774 1016.0% $3.42万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $60.60万0.08%628 -47-7.0% -$4.54万 减仓