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
XLK SELECT SECTOR SPDR TR $60.93万0.09%3,198 -4,086-56.1% -$77.85万 重新持有
VFLO VICTORY PORTFOLIOS II $61.05万0.09%13,344 290.2% $1,327 加仓
COWZ PACER FDS TR $61.08万0.09%9,820 1,27915.0% $7.96万 加仓
CSX CSX CORP $61.19万0.09%12,873 360.3% $1,711 加仓
F FORD MTR CO $61.65万0.09%44,355 -19,790-30.9% -$27.51万 减仓
NFLX NETFLIX INC. $62.12万0.09%8,700 1,06213.9% $7.58万 加仓
ISRG INTUITIVE SURGICAL INC $62.63万0.09%1,575 -209-11.7% -$8.31万 减仓
— DIMENSIONAL ETF TRUST $63.61万0.09%9,100 00.0% — 不变
— TOPBUILD COR $64.31万0.09%1,814 573.2% $2.02万 加仓
PH PARKER-HANNIFIN CORP $65.30万0.09%668 71.1% $6,843 加仓
MAR MARRIOTT INTL INC NEW $66.17万0.09%1,785 -23-1.3% -$8,526 减仓
XMHQ INVESCO EXCHANGE TRADED FD T $66.47万0.09%5,888 -312-5.0% -$3.52万 减仓
WFC WELLS FARGO & CO $67.44万0.09%8,160 -1,049-11.4% -$8.67万 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $68.08万0.10%13,815 -176,420-92.7% -$869.40万 减仓
RL RALPH LAUREN CORP $68.63万0.10%1,710 120.7% $4,816 加仓
TPR TAPESTRY INC $70.39万0.10%4,809 360.8% $5,269 加仓
VRT VERTIV HOLDINGS CO $70.59万0.10%2,108 -182-7.9% -$6.09万 减仓
AMAT APPLIED MATLS INC $70.64万0.10%977 -27-2.7% -$1.95万 减仓
SETM SPROTT FDS TR $72.37万0.10%23,226 1000.4% $3,116 加仓
T AT&T INC $72.42万0.10%34,985 -21,778-38.4% -$45.08万 减仓
ONDS ONDAS INC $74.47万0.10%90,380 90,380— $74.47万 新建仓
BNY BANK OF NY MELLON CORP $74.57万0.10%5,157 380.7% $5,495 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $74.89万0.10%1 00.0% — 不变
WAB WABTEC $76.70万0.11%2,845 00.0% — 不变
AFL AFLAC INC $78.53万0.11%6,697 1111.7% $1.30万 加仓
UNH UNITEDHEALTH GROUP INC $80.26万0.11%1,931 -70-3.5% -$2.91万 减仓
EME EMCOR GROUP INC $81.73万0.11%985 -74-7.0% -$6.14万 减仓
STLD STEEL DYNAMICS INC $83.16万0.12%3,624 190.5% $4,360 加仓
CMI CUMMINS INC $84.26万0.12%1,181 00.0% — 不变
INFQ INFLEQTION INC $84.72万0.12%63,601 63,601— $84.72万 新建仓
TRGP TARGA RES CORP $86.28万0.12%3,218 -19-0.6% -$5,094 减仓
INTC INTEL CORP $86.47万0.12%6,193 4307.5% $6.00万 加仓
BA BOEING CO $87.95万0.12%4,063 -714-14.9% -$15.45万 减仓
APH AMPHENOL CORP $89.02万0.12%5,049 3076.5% $5.41万 加仓
— BARINGS GLOBAL SHORT DURATIO $89.52万0.13%63,488 -22,735-26.4% -$32.06万 减仓
AEP AMERICAN ELEC PWR CO INC $90.25万0.13%6,597 -221-3.2% -$3.02万 减仓
GDX VANECK ETF TRUST $94.51万0.13%12,526 -1,065-7.8% -$8.04万 减仓
CBOE CBOE GLOBAL MKTS INC $94.98万0.13%3,914 3,914— $94.98万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $97.74万0.14%3,476 -405-10.4% -$11.39万 减仓
VXF VANGUARD INDEX FDS $100.84万0.14%4,096 -165-3.9% -$4.06万 减仓
CAH CARDINAL HEALTH INC $103.42万0.14%4,354 370.9% $8,789 加仓
RTX RTX CORPORATION $103.64万0.15%5,463 1402.6% $2.66万 加仓
KYN KAYNE ANDERSON ENERGY INFRST $110.22万0.15%79,697 8271.0% $1.14万 加仓
JNJ JOHNSON & JOHNSON $110.42万0.15%4,348 61616.5% $15.64万 加仓
PLTR PALANTIR TECHNOLOGIES INC 看跌期权 $110.84万0.16%9,500 9,3004,650.0% $108.50万 加仓
ITA ISHARES TR $112.88万0.16%4,656 -74-1.6% -$1.79万 减仓
SGOV ISHARES TR $113.51万0.16%11,275 -67-0.6% -$6,745 减仓
PHO INVESCO EXCHANGE TRADED FD T $114.27万0.16%16,542 -53-0.3% -$3,661 减仓
INCM FRANKLIN TEMPLETON ETF TR $119.93万0.17%41,563 7,59122.3% $21.90万 加仓
HTGC HERCULES CAPITAL INC $122.75万0.17%77,837 12,29818.8% $19.39万 加仓
JPM JPMORGAN CHASE & CO $125.40万0.18%3,831 -536-12.3% -$17.54万 减仓
VIG VANGUARD SPECIALIZED FUNDS $128.32万0.18%5,423 00.0% — 不变
PWB INVESCO EXCHANGE TRADED FD T $130.95万0.18%7,773 -450-5.5% -$7.58万 减仓
RWL INVESCO EXCH TRADED FD TR II $133.68万0.19%10,463 -275-2.6% -$3.51万 减仓
ABBV ABBVIE INC $137.39万0.19%5,460 -490-8.2% -$12.33万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $139.00万0.19%8,170 2342.9% $3.98万 加仓
IRS IRSA INVERSIONES Y REP S A $142.29万0.20%92,154 1,2001.3% $1.85万 加仓
TFLO ISHARES TR $143.44万0.20%28,332 4,47518.8% $22.66万 加仓
SDHY PGIM SHORT DUR HIG YLD OPP F $147.63万0.21%90,072 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $147.94万0.21%3,012 -7-0.2% -$3,438 减仓
DFIV DIMENSIONAL ETF TRUST $154.65万0.22%28,629 -291-1.0% -$1.57万 减仓
MCK MCKESSON CORP $160.44万0.22%2,123 1,760484.8% $133.00万 加仓
PSI INVESCO EXCHANGE TRADED FD T $162.88万0.23%8,672 3,21358.9% $60.35万 加仓
MRVL MARVELL TECHNOLOGY INC $163.88万0.23%5,501 -153-2.7% -$4.56万 减仓
PFFA ETFIS SER TR I $166.56万0.23%80,972 7,90210.8% $16.25万 加仓
GVAL CAMBRIA ETF TR $169.70万0.24%47,112 -175-0.4% -$6,303 减仓
MSTR STRATEGY INC $175.93万0.25%20,238 2181.1% $1.90万 加仓
IWS ISHARES TR $176.44万0.25%10,719 -843-7.3% -$13.88万 减仓
GLW CORNING INC $177.23万0.25%6,939 1251.8% $3.19万 加仓
IDMO INVESCO EXCH TRADED FD TR II $180.00万0.25%29,856 -1,401-4.5% -$8.45万 减仓
ARES ARES MANAGEMENT CORPORATION $185.29万0.26%16,647 -150-0.9% -$1.67万 减仓
VB VANGUARD INDEX FDS $191.43万0.27%6,315 2373.9% $7.18万 加仓
VV VANGUARD INDEX FDS $195.33万0.27%5,680 -533-8.6% -$18.33万 减仓
KR KROGER CO $195.78万0.27%35,257 3,29910.3% $18.32万 加仓
GLD SPDR GOLD TR $198.27万0.28%5,382 -661-10.9% -$24.35万 减仓
NEM NEWMONT CORP $198.28万0.28%21,229 1,6258.3% $15.18万 加仓
IJR ISHARES TR $199.07万0.28%13,423 -2,305-14.7% -$34.18万 减仓
VICI VICI PPTYS INC $211.75万0.30%79,755 7,1789.9% $19.06万 加仓
IWF ISHARES TR $215.03万0.30%17,317 14,257465.9% $177.03万 加仓
SMH VANECK ETF TRUST $216.48万0.30%3,301 75629.7% $49.58万 加仓
HD HOME DEPOT INC $216.85万0.30%6,149 -937-13.2% -$33.04万 减仓
VGT VANGUARD WORLD FD $219.90万0.31%18,398 1981.1% $2.37万 加仓
RACE FERRARI N V $223.28万0.31%5,997 5,997— $223.28万 新建仓
WTRG ESSENTIAL UTILS INC $223.53万0.31%58,348 5,2109.8% $19.96万 加仓
GS GOLDMAN SACHS GROUP INC $229.73万0.32%2,272 -386-14.5% -$39.03万 减仓
DIA STATE STR SPDR DOW JONES IND $229.76万0.32%4,398 -33-0.7% -$1.72万 减仓
GE GE AEROSPACE $231.76万0.32%6,201 841.4% $3.14万 加仓
EIX EDISON INTL $232.17万0.33%31,185 2,6839.4% $19.97万 加仓
GD GENERAL DYNAMICS CORP $234.89万0.33%6,631 5318.7% $18.81万 加仓
OUSM ALPS ETF TR $236.88万0.33%49,849 -39,836-44.4% -$189.30万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $238.90万0.33%4,774 1753.8% $8.76万 加仓
CAT CATERPILLAR INC $242.84万0.34%2,280 291.3% $3.09万 加仓
VTI VANGUARD INDEX FDS $243.90万0.34%6,591 -8-0.1% -$2,960 减仓
XLU SELECT SECTOR SPDR TR $245.77万0.34%54,205 3,7997.5% $17.22万 加仓
PM PHILIP MORRIS INTL INC $253.43万0.36%14,008 9687.4% $17.51万 加仓
TLTW ISHARES TR $254.32万0.36%113,843 26,09029.7% $58.28万 加仓
IWD ISHARES TR $265.97万0.37%10,971 -376-3.3% -$9.12万 减仓
VZ VERIZON COMMUNICATIONS INC $268.13万0.38%63,327 5240.8% $2.22万 加仓
EWBC EAST WEST BANCORP INC $269.60万0.38%20,885 1,0275.2% $13.26万 加仓
CVX CHEVRON CORPORATION $270.03万0.38%16,290 4943.1% $8.19万 加仓