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 |
|---|---|---|---|---|---|---|---|---|
| IDMO | INVESCO EXCH TRADED FD TR II | $180.00万 | 0.25% | 29,856 | -1,401 | -4.5% | -$8.45万 | 减仓 |
| GLW | CORNING INC | $177.23万 | 0.25% | 6,939 | 125 | 1.8% | $3.19万 | 加仓 |
| IWS | ISHARES TR | $176.44万 | 0.25% | 10,719 | -843 | -7.3% | -$13.88万 | 减仓 |
| MSTR | STRATEGY INC | $175.93万 | 0.25% | 20,238 | 218 | 1.1% | $1.90万 | 加仓 |
| GVAL | CAMBRIA ETF TR | $169.70万 | 0.24% | 47,112 | -175 | -0.4% | -$6,303 | 减仓 |
| PFFA | ETFIS SER TR I | $166.56万 | 0.23% | 80,972 | 7,902 | 10.8% | $16.25万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $163.88万 | 0.23% | 5,501 | -153 | -2.7% | -$4.56万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $162.88万 | 0.23% | 8,672 | 3,213 | 58.9% | $60.35万 | 加仓 |
| MCK | MCKESSON CORP | $160.44万 | 0.22% | 2,123 | 1,760 | 484.8% | $133.00万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $154.65万 | 0.22% | 28,629 | -291 | -1.0% | -$1.57万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $147.94万 | 0.21% | 3,012 | -7 | -0.2% | -$3,438 | 减仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $147.63万 | 0.21% | 90,072 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TR | $143.44万 | 0.20% | 28,332 | 4,475 | 18.8% | $22.66万 | 加仓 |
| IRS | IRSA INVERSIONES Y REP S A | $142.29万 | 0.20% | 92,154 | 1,200 | 1.3% | $1.85万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $139.00万 | 0.19% | 8,170 | 234 | 2.9% | $3.98万 | 加仓 |
| ABBV | ABBVIE INC | $137.39万 | 0.19% | 5,460 | -490 | -8.2% | -$12.33万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $133.68万 | 0.19% | 10,463 | -275 | -2.6% | -$3.51万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $130.95万 | 0.18% | 7,773 | -450 | -5.5% | -$7.58万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $128.32万 | 0.18% | 5,423 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $125.40万 | 0.18% | 3,831 | -536 | -12.3% | -$17.54万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $122.75万 | 0.17% | 77,837 | 12,298 | 18.8% | $19.39万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $119.93万 | 0.17% | 41,563 | 7,591 | 22.3% | $21.90万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $114.27万 | 0.16% | 16,542 | -53 | -0.3% | -$3,661 | 减仓 |
| SGOV | ISHARES TR | $113.51万 | 0.16% | 11,275 | -67 | -0.6% | -$6,745 | 减仓 |
| ITA | ISHARES TR | $112.88万 | 0.16% | 4,656 | -74 | -1.6% | -$1.79万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $110.84万 | 0.16% | 9,500 | 9,300 | 4,650.0% | $108.50万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $110.42万 | 0.15% | 4,348 | 616 | 16.5% | $15.64万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $110.22万 | 0.15% | 79,697 | 827 | 1.0% | $1.14万 | 加仓 |
| RTX | RTX CORPORATION | $103.64万 | 0.15% | 5,463 | 140 | 2.6% | $2.66万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $103.42万 | 0.14% | 4,354 | 37 | 0.9% | $8,789 | 加仓 |
| VXF | VANGUARD INDEX FDS | $100.84万 | 0.14% | 4,096 | -165 | -3.9% | -$4.06万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $97.74万 | 0.14% | 3,476 | -405 | -10.4% | -$11.39万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $94.98万 | 0.13% | 3,914 | 3,914 | — | $94.98万 | 新建仓 |
| GDX | VANECK ETF TRUST | $94.51万 | 0.13% | 12,526 | -1,065 | -7.8% | -$8.04万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $90.25万 | 0.13% | 6,597 | -221 | -3.2% | -$3.02万 | 减仓 |
| — | BARINGS GLOBAL SHORT DURATIO | $89.52万 | 0.13% | 63,488 | -22,735 | -26.4% | -$32.06万 | 减仓 |
| APH | AMPHENOL CORP | $89.02万 | 0.12% | 5,049 | 307 | 6.5% | $5.41万 | 加仓 |
| BA | BOEING CO | $87.95万 | 0.12% | 4,063 | -714 | -14.9% | -$15.45万 | 减仓 |
| INTC | INTEL CORP | $86.47万 | 0.12% | 6,193 | 430 | 7.5% | $6.00万 | 加仓 |
| TRGP | TARGA RES CORP | $86.28万 | 0.12% | 3,218 | -19 | -0.6% | -$5,094 | 减仓 |
| INFQ | INFLEQTION INC | $84.72万 | 0.12% | 63,601 | 63,601 | — | $84.72万 | 新建仓 |
| CMI | CUMMINS INC | $84.26万 | 0.12% | 1,181 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $83.16万 | 0.12% | 3,624 | 19 | 0.5% | $4,360 | 加仓 |
| EME | EMCOR GROUP INC | $81.73万 | 0.11% | 985 | -74 | -7.0% | -$6.14万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $80.26万 | 0.11% | 1,931 | -70 | -3.5% | -$2.91万 | 减仓 |
| AFL | AFLAC INC | $78.53万 | 0.11% | 6,697 | 111 | 1.7% | $1.30万 | 加仓 |
| WAB | WABTEC | $76.70万 | 0.11% | 2,845 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.10% | 1 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $74.57万 | 0.10% | 5,157 | 38 | 0.7% | $5,495 | 加仓 |
| ONDS | ONDAS INC | $74.47万 | 0.10% | 90,380 | 90,380 | — | $74.47万 | 新建仓 |
| T | AT&T INC | $72.42万 | 0.10% | 34,985 | -21,778 | -38.4% | -$45.08万 | 减仓 |
| SETM | SPROTT FDS TR | $72.37万 | 0.10% | 23,226 | 100 | 0.4% | $3,116 | 加仓 |
| AMAT | APPLIED MATLS INC | $70.64万 | 0.10% | 977 | -27 | -2.7% | -$1.95万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $70.59万 | 0.10% | 2,108 | -182 | -7.9% | -$6.09万 | 减仓 |
| TPR | TAPESTRY INC | $70.39万 | 0.10% | 4,809 | 36 | 0.8% | $5,269 | 加仓 |
| RL | RALPH LAUREN CORP | $68.63万 | 0.10% | 1,710 | 12 | 0.7% | $4,816 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $68.08万 | 0.10% | 13,815 | -176,420 | -92.7% | -$869.40万 | 减仓 |
| WFC | WELLS FARGO & CO | $67.44万 | 0.09% | 8,160 | -1,049 | -11.4% | -$8.67万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $66.47万 | 0.09% | 5,888 | -312 | -5.0% | -$3.52万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $66.17万 | 0.09% | 1,785 | -23 | -1.3% | -$8,526 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $65.30万 | 0.09% | 668 | 7 | 1.1% | $6,843 | 加仓 |
| — | TOPBUILD COR | $64.31万 | 0.09% | 1,814 | 57 | 3.2% | $2.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $63.61万 | 0.09% | 9,100 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $62.63万 | 0.09% | 1,575 | -209 | -11.7% | -$8.31万 | 减仓 |
| NFLX | NETFLIX INC. | $62.12万 | 0.09% | 8,700 | 1,062 | 13.9% | $7.58万 | 加仓 |
| F | FORD MTR CO | $61.65万 | 0.09% | 44,355 | -19,790 | -30.9% | -$27.51万 | 减仓 |
| CSX | CSX CORP | $61.19万 | 0.09% | 12,873 | 36 | 0.3% | $1,711 | 加仓 |
| COWZ | PACER FDS TR | $61.08万 | 0.09% | 9,820 | 1,279 | 15.0% | $7.96万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $61.05万 | 0.09% | 13,344 | 29 | 0.2% | $1,327 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $60.93万 | 0.09% | 3,198 | -4,086 | -56.1% | -$77.85万 | 重新持有 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $60.60万 | 0.08% | 628 | -47 | -7.0% | -$4.54万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $59.99万 | 0.08% | 1,774 | 101 | 6.0% | $3.42万 | 加仓 |
| IWY | ISHARES TR | $58.65万 | 0.08% | 2,018 | -1,657 | -45.1% | -$48.16万 | 减仓 |
| IOO | ISHARES TR | $58.43万 | 0.08% | 4,278 | -140 | -3.2% | -$1.91万 | 减仓 |
| SHYG | ISHARES TR | $56.60万 | 0.08% | 13,346 | 167 | 1.3% | $7,083 | 加仓 |
| MRK | MERCK & CO INC | $55.90万 | 0.08% | 4,350 | -21,955 | -83.5% | -$282.12万 | 减仓 |
| DAPP | VANECK ETF TRUST | $54.67万 | 0.08% | 28,211 | -242 | -0.9% | -$4,690 | 减仓 |
| MS | MORGAN STANLEY | $54.54万 | 0.08% | 2,609 | 329 | 14.4% | $6.88万 | 加仓 |
| ASML | ASML HLDG NV | $54.34万 | 0.08% | 273 | -206 | -43.0% | -$41.00万 | 减仓 |
| IVW | ISHARES TR | $54.21万 | 0.08% | 3,941 | 148 | 3.9% | $2.04万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $52.58万 | 0.07% | 25,903 | 14 | 0.1% | $284 | 加仓 |
| DIS | DISNEY WALT CO | $52.43万 | 0.07% | 5,448 | -878 | -13.9% | -$8.45万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $51.56万 | 0.07% | 9,850 | 986 | 11.1% | $5.16万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $51.48万 | 0.07% | 10,084 | 961 | 10.5% | $4.91万 | 加仓 |
| SHOP | SHOPIFY INC | $51.22万 | 0.07% | 4,486 | -238 | -5.0% | -$2.72万 | 减仓 |
| DVY | ISHARES TR | $50.85万 | 0.07% | 3,254 | 9 | 0.3% | $1,407 | 加仓 |
| CBRE | CBRE GROUP INC | $50.70万 | 0.07% | 3,764 | 36 | 1.0% | $4,849 | 加仓 |
| NDAQ | NASDAQ INC | $49.71万 | 0.07% | 6,307 | 82 | 1.3% | $6,463 | 加仓 |
| DTE | DTE ENERGY CO | $49.70万 | 0.07% | 3,262 | -860 | -20.9% | -$13.10万 | 减仓 |
| PFE | PFIZER INC | $49.38万 | 0.07% | 20,505 | -2,402 | -10.5% | -$5.78万 | 减仓 |
| QCOM | QUALCOMM INC | $48.25万 | 0.07% | 2,611 | 75 | 3.0% | $1.39万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $48.13万 | 0.07% | 8,353 | -1,643 | -16.4% | -$9.47万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $48.02万 | 0.07% | 9,042 | 548 | 6.5% | $2.91万 | 加仓 |
| SNOW | SNOWFLAKE INC | $47.69万 | 0.07% | 1,874 | -217 | -10.4% | -$5.52万 | 减仓 |
| IXN | ISHARES TR | $47.26万 | 0.07% | 3,271 | 3,271 | — | $47.26万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $46.91万 | 0.07% | 1,889 | 55 | 3.0% | $1.37万 | 加仓 |
| SHY | ISHARES TR | $46.59万 | 0.07% | 5,675 | 1,254 | 28.4% | $10.30万 | 加仓 |
| MO | ALTRIA GROUP INC | $45.87万 | 0.06% | 6,375 | -3,971 | -38.4% | -$28.57万 | 减仓 |
| SOXX | ISHARES TR | $45.43万 | 0.06% | 709 | -162 | -18.6% | -$10.38万 | 重新持有 |
| IWL | ISHARES TR | $45.42万 | 0.06% | 2,456 | -78 | -3.1% | -$1.44万 | 减仓 |