Secure Asset Management, LLC
Troy MI · SEC CIK 0001800692
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -27,106 | -100.0% | -$380.27万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -23,701 | -100.0% | -$368.60万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -91,401 | -100.0% | -$278.77万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -13,010 | -100.0% | -$204.61万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -19,741 | -100.0% | -$202.68万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -3,132 | -100.0% | -$45.71万 | 清仓 |
| ASTS | AST SPACEMOBILE INC 看涨期权 | $0 | 0.00% | 0 | -12,000 | -100.0% | -$43.43万 | 清仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $0 | 0.00% | 0 | -18,452 | -100.0% | -$41.20万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,264 | -100.0% | -$38.58万 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -7,318 | -100.0% | -$34.33万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -5,729 | -100.0% | -$32.69万 | 清仓 |
| — | ANGEL OAK FUNDS TRUST | $0 | 0.00% | 0 | -35,800 | -100.0% | -$31.00万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,197 | -100.0% | -$29.10万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -6,418 | -100.0% | -$26.73万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$26.13万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,147 | -100.0% | -$25.92万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,164 | -100.0% | -$24.20万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -5,085 | -100.0% | -$23.90万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,563 | -100.0% | -$23.83万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,805 | -100.0% | -$23.82万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -851 | -100.0% | -$23.41万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -3,122 | -100.0% | -$23.26万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -709 | -100.0% | -$22.73万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,804 | -100.0% | -$22.63万 | 清仓 |
| GBIL | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -2,170 | -100.0% | -$21.74万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -2,425 | -100.0% | -$21.73万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,542 | -100.0% | -$21.65万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,277 | -100.0% | -$21.30万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -597 | -100.0% | -$21.28万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -783 | -100.0% | -$21.17万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -421 | -100.0% | -$20.89万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -20,000 | -100.0% | -$16.64万 | 清仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $0 | 0.00% | 0 | -21,851 | -100.0% | -$15.19万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -19,621 | -100.0% | -$13.64万 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPO | $0 | 0.00% | 0 | -10,334 | -100.0% | -$11.80万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$5.22万 | 清仓 |
| DOW | DOW HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$785 | 清仓 |
| QURE | UNIQURE NV 看涨期权 | $4,606 | 0.00% | 100 | 100 | — | $4,606 | 新建仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.34万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED 看涨期权 | $1.37万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $2.15万 | 0.00% | 41,742 | 6,742 | 19.3% | $3,472 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $3.03万 | 0.00% | 13,236 | 13,236 | — | $3.03万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO 看涨期权 | $3.99万 | 0.01% | 1,300 | -2,000 | -60.6% | -$6.14万 | 减仓 |
| SMH | VANECK ETF TRUST 看跌期权 | $6.56万 | 0.01% | 100 | -100 | -50.0% | -$6.56万 | 减仓 |
| GTN | GRAY MEDIA INC | $6.75万 | 0.01% | 17,000 | 17,000 | — | $6.75万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP 看跌期权 | $7.87万 | 0.01% | 4,000 | -6,000 | -60.0% | -$11.81万 | 重新持有 |
| — | COMPUGEN LTD | $8.56万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO 看跌期权 | $12.28万 | 0.02% | 4,000 | 4,000 | — | $12.28万 | 新建仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $12.90万 | 0.02% | 17,065 | 4,535 | 36.2% | $3.43万 | 加仓 |
| — | VOLATILITY SHS TR | $13.54万 | 0.02% | 13,118 | 2,968 | 29.2% | $3.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $16.33万 | 0.02% | 1,400 | 1,400 | — | $16.33万 | 新建仓 |
| ONDS | ONDAS INC 看涨期权 | $16.48万 | 0.02% | 20,000 | 20,000 | — | $16.48万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION 看跌期权 | $16.70万 | 0.02% | 1,500 | 1,500 | — | $16.70万 | 新建仓 |
| QURE | UNIQURE NV | $19.91万 | 0.03% | 4,322 | 4,322 | — | $19.91万 | 新建仓 |
| CB | CHUBB LIMITED | $20.09万 | 0.03% | 590 | -56 | -8.7% | -$1.91万 | 重新持有 |
| FFBC | 1ST FINL BANCORP | $20.30万 | 0.03% | 6,000 | 6,000 | — | $20.30万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.42万 | 0.03% | 411 | 411 | — | $20.42万 | 新建仓 |
| FISV | FISERV INC | $20.51万 | 0.03% | 4,181 | 468 | 12.6% | $2.30万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $20.53万 | 0.03% | 5,861 | -1,458 | -19.9% | -$5.11万 | 减仓 |
| — | CALAMOS ETF TR | $20.63万 | 0.03% | 7,050 | 7,050 | — | $20.63万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $20.65万 | 0.03% | 246 | 246 | — | $20.65万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $20.72万 | 0.03% | 1,741 | 1,741 | — | $20.72万 | 新建仓 |
| — | ULTIMUS MANAGERS TR | $20.75万 | 0.03% | 8,156 | -29,828 | -78.5% | -$75.90万 | 重新持有 |
| EWY | ISHARES INC | $20.92万 | 0.03% | 1,036 | 1,036 | — | $20.92万 | 新建仓 |
| GSL | GLOBAL SHIP LEASE INC | $21.15万 | 0.03% | 5,626 | 5,626 | — | $21.15万 | 新建仓 |
| VTR | VENTAS INC | $21.74万 | 0.03% | 2,448 | -463 | -15.9% | -$4.11万 | 减仓 |
| AMLP | ALPS ETF TR | $21.83万 | 0.03% | 4,210 | 71 | 1.7% | $3,682 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.87万 | 0.03% | 6,462 | -204,895 | -96.9% | -$693.32万 | 减仓 |
| FLRT | PACER FDS TR | $22.16万 | 0.03% | 4,752 | -83 | -1.7% | -$3,870 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $22.20万 | 0.03% | 1,257 | 1,257 | — | $22.20万 | 新建仓 |
| MPC | MARATHON PETE CORP | $22.22万 | 0.03% | 869 | -1,414 | -61.9% | -$36.16万 | 减仓 |
| CMS | CMS ENERGY CORP | $22.23万 | 0.03% | 2,906 | 2,906 | — | $22.23万 | 新建仓 |
| TOST | TOAST INC | $22.41万 | 0.03% | 8,054 | -577 | -6.7% | -$1.61万 | 减仓 |
| ALAB | ASTERA LABS INC | $22.56万 | 0.03% | 467 | 467 | — | $22.56万 | 新建仓 |
| IAU | ISHARES GOLD TR | $22.89万 | 0.03% | 3,032 | -1,263 | -29.4% | -$9.54万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $22.96万 | 0.03% | 13,427 | -868 | -6.1% | -$1.48万 | 减仓 |
| DAL | DELTA AIR LINES INC | $23.24万 | 0.03% | 2,481 | -1,096 | -30.6% | -$10.26万 | 减仓 |
| PSX | PHILLIPS 66 | $23.40万 | 0.03% | 1,384 | -23 | -1.6% | -$3,889 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $23.64万 | 0.03% | 569 | -16 | -2.7% | -$6,646 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $23.66万 | 0.03% | 4,236 | 4,236 | — | $23.66万 | 新建仓 |
| XPO | XPO INC | $23.81万 | 0.03% | 1,160 | -168 | -12.7% | -$3.45万 | 减仓 |
| — | ULTIMUS MANAGERS TR | $23.96万 | 0.03% | 7,746 | -86,542 | -91.8% | -$267.70万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $24.20万 | 0.03% | 8,357 | -288 | -3.3% | -$8,341 | 减仓 |
| AMT | AMERICAN TOWER CORP | $24.39万 | 0.03% | 1,491 | 1,491 | — | $24.39万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $24.40万 | 0.03% | 4,319 | 15 | 0.3% | $847 | 加仓 |
| CATH | GLOBAL X FDS | $24.52万 | 0.03% | 2,771 | -200 | -6.7% | -$1.77万 | 减仓 |
| IR | INGERSOLL RAND INC | $24.60万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $24.60万 | 0.03% | 2,424 | 2,424 | — | $24.60万 | 新建仓 |
| SLQD | ISHARES TR | $24.63万 | 0.03% | 4,890 | 229 | 4.9% | $1.15万 | 加仓 |
| BIL | SPDR SERIES TRUST | $24.67万 | 0.03% | 2,692 | -76 | -2.7% | -$6,965 | 减仓 |
| NOW | SERVICENOW INC | $24.74万 | 0.03% | 2,492 | -333 | -11.8% | -$3.31万 | 减仓 |
| XSD | SPDR SERIES TRUST | $24.89万 | 0.03% | 399 | 399 | — | $24.89万 | 新建仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $26.29万 | 0.04% | 20,412 | 20,412 | — | $26.29万 | 新建仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $26.82万 | 0.04% | 6,135 | 36 | 0.6% | $1,574 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.87万 | 0.04% | 716 | -126 | -15.0% | -$4.73万 | 减仓 |
| SO | SOUTHERN CO | $27.37万 | 0.04% | 2,860 | -1,645 | -36.5% | -$15.74万 | 减仓 |
| FTI | TECHNIPFMC PLC | $27.65万 | 0.04% | 4,171 | 729 | 21.2% | $4.83万 | 加仓 |
| XYZ | BLOCK INC | $27.93万 | 0.04% | 3,675 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $28.17万 | 0.04% | 1,290 | -111 | -7.9% | -$2.42万 | 减仓 |
| VLO | VALERO ENERGY CORP | $28.20万 | 0.04% | 1,083 | -62 | -5.4% | -$1.61万 | 减仓 |