13F 机构持仓

Secure Asset Management, LLC

Troy MI · SEC CIK 0001800692

2026Q22026Q1 更早 9 个季度 🔒
$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
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 5.9%
NVDA 3.9%
VOO 2.8%
QQQM 2.5%
AAPL 2.5%
IVV 2.4%
SRLN 2.3%
IGSB 2.2%
LMBS 2.2%
JMBS 2.2%

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
CSCO CISCO SYS INC $50.27万0.08%6,479 -262-3.9% -$2.03万 减仓
CBRE CBRE GROUP INC $50.50万0.08%3,728 3,728— $50.50万 新建仓
AXP AMERICAN EXPRESS CO $50.59万0.08%1,673 -659-28.3% -$19.93万 减仓
XRNPX COHEN & STEERS REIT & PFD & $51.16万0.08%25,889 140.1% $277 加仓
CEG CONSTELLATION ENERGY CORP $51.22万0.08%1,834 1,834— $51.22万 新建仓
PSI INVESCO EXCHANGE TRADED FD T $51.53万0.08%5,459 2,49183.9% $23.51万 加仓
XLE SELECT SECTOR SPDR TR $52.04万0.08%8,494 -624-6.8% -$3.82万 减仓
VFLO VICTORY PORTFOLIOS II $52.57万0.08%13,315 20.0% $79 加仓
CSX CSX CORP $52.69万0.08%12,837 -72-0.6% -$2,956 减仓
NDAQ NASDAQ INC $52.85万0.08%6,225 6,225— $52.85万 新建仓
COWZ PACER FDS TR $53.43万0.08%8,541 3,95786.3% $24.76万 加仓
IOO ISHARES TR $53.45万0.08%4,418 2475.9% $2.99万 加仓
IJH ISHARES TR $53.47万0.08%7,918 -4,855-38.0% -$32.79万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $53.85万0.09%9,123 -1,717-15.8% -$10.14万 减仓
UNH UNITEDHEALTH GROUP INC $54.14万0.09%2,001 -39-1.9% -$1.06万 减仓
MPC MARATHON PETE CORP $55.75万0.09%2,283 10.0% $244 加仓
SHYG ISHARES TR $55.76万0.09%13,179 1421.1% $6,008 加仓
MRVL MARVELL TECHNOLOGY INC $56.00万0.09%5,654 -133-2.3% -$1.32万 减仓
SHOP SHOPIFY INC $56.03万0.09%4,724 00.0% — 不变
— DIMENSIONAL ETF TRUST $56.83万0.09%9,100 00.0% — 不变
VRT VERTIV HOLDINGS CO $57.38万0.09%2,290 1547.2% $3.86万 加仓
RL RALPH LAUREN CORP $58.41万0.09%1,698 1,698— $58.41万 新建仓
MAR MARRIOTT INTL INC NEW $59.14万0.09%1,808 -163-8.3% -$5.33万 减仓
PH PARKER-HANNIFIN CORP $59.21万0.09%661 12122.4% $10.84万 加仓
APH AMPHENOL CORP $59.92万0.09%4,742 4,742— $59.92万 新建仓
SYK STRYKER CORPORATION $60.25万0.10%1,834 211.2% $6,899 加仓
DTE DTE ENERGY CO $60.27万0.10%4,122 -707-14.6% -$10.34万 减仓
BMY BRISTOL-MYERS SQUIBB CO $60.62万0.10%9,996 -188-1.8% -$1.14万 减仓
BNY BANK NEW YORK MELLON CORP $60.72万0.10%5,119 5,119— $60.72万 新建仓
DIS DISNEY WALT CO $60.97万0.10%6,326 90.1% $867 加仓
— TOPBUILD COR $61.72万0.10%1,757 -300-14.6% -$10.54万 减仓
ASML ASML HLDG NV $63.28万0.10%479 -1-0.2% -$1,321 减仓
CMI CUMMINS INC $63.52万0.10%1,181 1,181— $63.52万 新建仓
XMHQ INVESCO EXCHANGE TRADED FD T $64.09万0.10%6,200 -4,736-43.3% -$48.96万 减仓
PFE PFIZER INC $64.32万0.10%22,907 -4,010-14.9% -$11.26万 减仓
STLD STEEL DYNAMICS INC $64.89万0.10%3,605 3,605— $64.89万 新建仓
TPR TAPESTRY INC $67.35万0.11%4,773 4,773— $67.35万 新建仓
MO ALTRIA GROUP INC $68.27万0.11%10,346 00.0% — 不变
WAB WABTEC $71.10万0.11%2,845 2,845— $71.10万 新建仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.11%1 00.0% — 不变
AFL AFLAC INC $72.25万0.11%6,586 4,753259.3% $52.14万 加仓
WFC WELLS FARGO & CO $73.31万0.12%9,209 1,15614.4% $9.20万 加仓
NFLX NETFLIX INC. $73.44万0.12%7,638 -629-7.6% -$6.05万 减仓
AMGN AMGEN INC $73.50万0.12%2,089 -107-4.9% -$3.76万 减仓
F FORD MTR CO $74.02万0.12%64,145 5,4739.3% $6.32万 加仓
SETM SPROTT FDS TR $76.50万0.12%23,126 23,126— $76.50万 新建仓
EME EMCOR GROUP INC $78.22万0.12%1,059 1,059— $78.22万 新建仓
TRGP TARGA RES CORP $81.16万0.13%3,237 -9,655-74.9% -$242.08万 减仓
ISRG INTUITIVE SURGICAL INC $82.24万0.13%1,784 1,022134.1% $47.11万 加仓
VXF VANGUARD INDEX FDS $87.70万0.14%4,261 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $89.37万0.14%6,818 -268-3.8% -$3.51万 减仓
JNJ JOHNSON & JOHNSON $91.21万0.14%3,732 -715-16.1% -$17.48万 减仓
CAH CARDINAL HEALTH INC $91.22万0.14%4,317 3,157272.2% $66.71万 加仓
IWY ISHARES TR $91.46万0.14%3,675 942.6% $2.34万 加仓
PVAL PUTNAM ETF TRUST $92.58万0.15%19,953 10,951121.7% $50.81万 加仓
GLW CORNING INC $92.65万0.15%6,814 -390-5.4% -$5.30万 减仓
IBM INTERNATIONAL BUSINESS MACHS $94.08万0.15%3,881 -24-0.6% -$5,818 减仓
BA BOEING CO $95.07万0.15%4,777 -57-1.2% -$1.13万 减仓
HTGC HERCULES CAPITAL INC $96.80万0.15%65,539 17,02235.1% $25.14万 加仓
SMH VANECK ETF TRUST $97.58万0.15%2,545 53626.7% $20.55万 加仓
INCM FRANKLIN TEMPLETON ETF TR $97.67万0.15%33,972 14,10171.0% $40.54万 加仓
RTX RTX CORPORATION $102.68万0.16%5,323 3,527196.4% $68.04万 加仓
ITA ISHARES TR $103.46万0.16%4,730 4029.3% $8.79万 加仓
PWB INVESCO EXCHANGE TRADED FD T $103.55万0.16%8,223 2,21937.0% $27.94万 加仓
MU MICRON TECHNOLOGY INC $107.13万0.17%3,171 2,060185.4% $69.60万 重新持有
PHO INVESCO EXCHANGE TRADED FD T $110.95万0.18%16,595 2,95121.6% $19.73万 加仓
KYN KAYNE ANDERSON ENERGY INFRST $112.63万0.18%78,870 -11,405-12.6% -$16.29万 减仓
SGOV ISHARES TR $114.17万0.18%11,342 -90-0.8% -$9,060 减仓
XMMO INVESCO EXCHANGE TRADED FD T $115.08万0.18%7,936 -64,706-89.1% -$938.33万 减仓
VIG VANGUARD SPECIALIZED FUNDS $116.63万0.18%5,423 00.0% — 不变
— BARINGS GLOBAL SHORT DURATIO $117.78万0.19%86,223 12,84917.5% $17.55万 加仓
TFLO ISHARES TR $120.79万0.19%23,857 -203-0.8% -$1.03万 减仓
RWL INVESCO EXCH TRADED FD TR II $123.40万0.20%10,738 1,28713.6% $14.79万 加仓
GDX VANECK ETF TRUST $124.72万0.20%13,591 -692-4.8% -$6.35万 减仓
TT TRANE TECHNOLOGIES PLC $125.81万0.20%3,019 3,019— $125.81万 新建仓
JPM JPMORGAN CHASE & CO $128.45万0.20%4,367 3408.4% $10.00万 加仓
ABBV ABBVIE INC $129.40万0.20%5,950 4909.0% $10.66万 加仓
AMD ADVANCED MICRO DEVICES INC $139.98万0.22%6,881 4517.0% $9.17万 加仓
ZETA ZETA GLOBAL HOLDINGS CORP $143.43万0.23%90,093 25,45639.4% $40.53万 加仓
SDHY PGIM SHORT DUR HIG YLD OPP F $144.30万0.23%90,072 3,8664.5% $6.19万 加仓
IRS IRSA INVERSIONES Y REP S A $147.44万0.23%90,954 28,57745.8% $46.32万 加仓
PFFA ETFIS SER TR I $148.77万0.24%73,070 4,9807.3% $10.14万 加仓
DFIV DIMENSIONAL ETF TRUST $152.64万0.24%28,920 12,84479.9% $67.79万 加仓
DELL DELL TECHNOLOGIES INC $156.18万0.25%9,516 -4,026-29.7% -$66.08万 减仓
GVAL CAMBRIA ETF TR $156.85万0.25%47,287 10,19527.5% $33.82万 加仓
VGT VANGUARD WORLD FD $158.71万0.25%2,275 793.6% $5.51万 加仓
VB VANGUARD INDEX FDS $159.19万0.25%6,078 2,45067.5% $64.17万 加仓
CAT CATERPILLAR INC $159.50万0.25%2,251 1,344148.2% $95.23万 加仓
SPYM SPDR SERIES TRUST $160.99万0.25%21,033 -2,708-11.4% -$20.73万 减仓
T AT&T INC $164.56万0.26%56,763 -1,000-1.7% -$2.90万 减仓
PANW PALO ALTO NETWORKS INC $166.16万0.26%10,364 -1,944-15.8% -$31.17万 减仓
IWS ISHARES TR $168.51万0.27%11,562 -1,322-10.3% -$19.27万 减仓
IDMO INVESCO EXCH TRADED FD TR II $171.41万0.27%31,257 8,01434.5% $43.95万 加仓
GE GE AEROSPACE $173.58万0.27%6,117 1,96747.4% $55.82万 加仓
ARES ARES MANAGEMENT CORPORATION $183.25万0.29%16,797 8,468101.7% $92.39万 重新持有
VV VANGUARD INDEX FDS $185.67万0.29%6,213 -2,203-26.2% -$65.83万 减仓
GOOG ALPHABET INC $188.20万0.30%6,561 2,23051.5% $63.97万 加仓
IJR ISHARES TR $195.51万0.31%15,728 -3,335-17.5% -$41.46万 减仓
VICI VICI PPTYS INC $198.28万0.31%72,577 14,09624.1% $38.51万 加仓
TLTW ISHARES TR $198.50万0.31%87,753 52,138146.4% $117.94万 加仓