Secure Asset Management, LLC
Troy MI · SEC CIK 0001800692
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $3,701.27万 | 5.86% | 621,539 | 65,377 | 11.8% | $389.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,458.46万 | 3.89% | 140,967 | 6,454 | 4.8% | $112.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,745.36万 | 2.76% | 29,209 | -4,701 | -13.9% | -$280.90万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,583.94万 | 2.51% | 66,659 | 3,024 | 4.8% | $71.86万 | 加仓 |
| AAPL | APPLE INC | $1,549.14万 | 2.45% | 61,040 | -849 | -1.4% | -$21.55万 | 减仓 |
| IVV | ISHARES TR | $1,501.52万 | 2.38% | 22,987 | 1,499 | 7.0% | $97.92万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,429.38万 | 2.26% | 356,099 | 41,171 | 13.1% | $165.26万 | 加仓 |
| IGSB | ISHARES TR | $1,396.81万 | 2.21% | 265,755 | 26,677 | 11.2% | $140.21万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,384.99万 | 2.19% | 278,055 | 25,435 | 10.1% | $126.69万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,380.71万 | 2.19% | 305,601 | 31,400 | 11.5% | $141.87万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,140.16万 | 1.80% | 226,357 | -3,515 | -1.5% | -$17.71万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $892.38万 | 1.41% | 64,515 | 4,952 | 8.3% | $68.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $884.10万 | 1.40% | 23,884 | 1,823 | 8.3% | $67.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $872.23万 | 1.38% | 8,754 | 730 | 9.1% | $72.74万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $809.26万 | 1.28% | 190,235 | 5,147 | 2.8% | $21.90万 | 加仓 |
| TSLA | TESLA INC | $803.12万 | 1.27% | 21,604 | 1,749 | 8.8% | $65.02万 | 加仓 |
| AMZN | AMAZON COM INC | $709.45万 | 1.12% | 34,064 | 3,748 | 12.4% | $78.06万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $687.03万 | 1.09% | 623,443 | 77,904 | 14.3% | $85.85万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $640.75万 | 1.01% | 128,278 | 51,016 | 66.0% | $254.82万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $615.68万 | 0.97% | 211,357 | 32,344 | 18.1% | $94.22万 | 加仓 |
| LLY | ELI LILLY & CO | $615.38万 | 0.97% | 6,691 | -75 | -1.1% | -$6.90万 | 减仓 |
| GOOGL | ALPHABET INC | $599.74万 | 0.95% | 20,856 | -413 | -1.9% | -$11.88万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $574.60万 | 0.91% | 74,449 | 26,624 | 55.7% | $205.48万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $568.47万 | 0.90% | 8,741 | -2,248 | -20.5% | -$146.20万 | 减仓 |
| AVGO | BROADCOM INC | $559.84万 | 0.89% | 18,088 | 12,002 | 197.2% | $371.47万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $536.66万 | 0.85% | 25,117 | -6,887 | -21.5% | -$147.15万 | 减仓 |
| V | VISA INC | $531.40万 | 0.84% | 17,582 | 2,086 | 13.5% | $63.05万 | 加仓 |
| WMT | WALMART INC | $516.03万 | 0.82% | 41,522 | -6,928 | -14.3% | -$86.10万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $498.43万 | 0.79% | 34,074 | 26,732 | 364.1% | $391.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $496.75万 | 0.79% | 14,699 | -2,129 | -12.7% | -$71.95万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $485.51万 | 0.77% | 12,436 | 2,438 | 24.4% | $95.18万 | 加仓 |
| VO | VANGUARD INDEX FDS | $475.54万 | 0.75% | 16,559 | 10,284 | 163.9% | $295.33万 | 加仓 |
| MCD | MCDONALDS CORP | $458.27万 | 0.73% | 14,745 | 150 | 1.0% | $4.66万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $439.29万 | 0.70% | 114,338 | 42,553 | 59.3% | $163.49万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $429.14万 | 0.68% | 59,660 | 13,742 | 29.9% | $98.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $425.42万 | 0.67% | 7,371 | -1,590 | -17.7% | -$91.77万 | 减仓 |
| — | EXXON MOBIL CORP | $417.63万 | 0.66% | 24,616 | -3,876 | -13.6% | -$65.76万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $404.77万 | 0.64% | 48,844 | -4,228 | -8.0% | -$35.04万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $404.12万 | 0.64% | 20,689 | -119 | -0.6% | -$2.32万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $403.98万 | 0.64% | 42,986 | 3,293 | 8.3% | $30.95万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $403.20万 | 0.64% | 43,646 | -6,738 | -13.4% | -$62.24万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $397.80万 | 0.63% | 70,420 | 70,420 | — | $397.80万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $397.30万 | 0.63% | 20,141 | 2,966 | 17.3% | $58.51万 | 加仓 |
| OUSM | ALPS ETF TR | $392.28万 | 0.62% | 89,685 | 8,977 | 11.1% | $39.27万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $388.35万 | 0.61% | 53,633 | 3,264 | 6.5% | $23.63万 | 加仓 |
| ZS | ZSCALER INC | $380.27万 | 0.60% | 27,106 | 25,835 | 2,032.7% | $362.44万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $368.60万 | 0.58% | 23,701 | 3,514 | 17.4% | $54.65万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $355.23万 | 0.56% | 72,422 | -9,242 | -11.3% | -$45.33万 | 减仓 |
| FIX | COMFORT SYS USA INC | $351.72万 | 0.56% | 2,551 | -1,824 | -41.7% | -$251.49万 | 减仓 |
| — | BARINGS CORPORATE INVS | $346.26万 | 0.55% | 200,848 | 81,910 | 68.9% | $141.21万 | 加仓 |
| GEV | GE VERNOVA INC | $333.77万 | 0.53% | 3,824 | 806 | 26.7% | $70.35万 | 加仓 |
| CVX | CHEVRON CORPORATION | $326.83万 | 0.52% | 15,796 | -1,941 | -10.9% | -$40.16万 | 减仓 |
| IUSB | ISHARES TR | $324.91万 | 0.51% | 70,341 | 9,842 | 16.3% | $45.46万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $324.60万 | 0.51% | 63,854 | 9,410 | 17.3% | $47.84万 | 加仓 |
| MRK | MERCK & CO INC | $316.43万 | 0.50% | 26,305 | -1,593 | -5.7% | -$19.16万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $315.27万 | 0.50% | 62,803 | -1,848 | -2.9% | -$9.28万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $306.12万 | 0.48% | 14,714 | -1,030 | -6.5% | -$21.43万 | 减仓 |
| META | META PLATFORMS INC | $301.57万 | 0.48% | 5,271 | -561 | -9.6% | -$32.10万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $299.81万 | 0.47% | 20,756 | 1,521 | 7.9% | $21.97万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $295.83万 | 0.47% | 43,011 | -10,144 | -19.1% | -$69.77万 | 减仓 |
| WM | WASTE MGMT INC DEL | $289.56万 | 0.46% | 12,601 | -496 | -3.8% | -$11.40万 | 减仓 |
| KO | COCA COLA CO | $288.20万 | 0.46% | 37,896 | -2,629 | -6.5% | -$19.99万 | 减仓 |
| BAC | BANK AMERICA CORP | $279.85万 | 0.44% | 57,404 | 3,642 | 6.8% | $17.75万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $278.77万 | 0.44% | 91,401 | 12,555 | 15.9% | $38.29万 | 加仓 |
| — | ULTIMUS MANAGERS TR | $264.78万 | 0.42% | 94,288 | 85,788 | 1,009.3% | $240.91万 | 加仓 |
| GLD | SPDR GOLD TR | $260.03万 | 0.41% | 6,043 | 37 | 0.6% | $1.59万 | 加仓 |
| ORCL | ORACLE CORP | $258.56万 | 0.41% | 17,576 | 4,659 | 36.1% | $68.54万 | 加仓 |
| IREN | IREN LIMITED | $252.53万 | 0.40% | 73,667 | 38,039 | 106.8% | $130.40万 | 加仓 |
| MSTR | STRATEGY INC | $249.85万 | 0.40% | 20,020 | -251 | -1.2% | -$3.13万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $244.80万 | 0.39% | 72,107 | 25,580 | 55.0% | $86.84万 | 加仓 |
| IWD | ISHARES TR | $242.45万 | 0.38% | 11,347 | -1,178 | -9.4% | -$25.17万 | 减仓 |
| HD | HOME DEPOT INC | $233.06万 | 0.37% | 7,086 | 198 | 2.9% | $6.51万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $231.31万 | 0.37% | 50,406 | 2,235 | 4.6% | $10.26万 | 加仓 |
| KR | KROGER CO | $231.25万 | 0.37% | 31,958 | 624 | 2.0% | $4.52万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $224.88万 | 0.36% | 2,658 | 881 | 49.6% | $74.54万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $220.40万 | 0.35% | 4,599 | -425 | -8.5% | -$20.37万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $218.55万 | 0.35% | 47,040 | 4,154 | 9.7% | $19.30万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $215.60万 | 0.34% | 13,040 | 82 | 0.6% | $1.36万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $213.99万 | 0.34% | 53,138 | 2,854 | 5.7% | $11.49万 | 加仓 |
| NEM | NEWMONT CORP | $212.22万 | 0.34% | 19,604 | -4,358 | -18.2% | -$47.18万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $212.00万 | 0.34% | 19,858 | 1,971 | 11.0% | $21.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $211.70万 | 0.34% | 6,599 | -499 | -7.0% | -$16.01万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $209.37万 | 0.33% | 6,100 | 161 | 2.7% | $5.53万 | 加仓 |
| EIX | EDISON INTL | $208.58万 | 0.33% | 28,502 | -5,560 | -16.3% | -$40.69万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $205.24万 | 0.32% | 4,431 | -1,186 | -21.1% | -$54.94万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $204.61万 | 0.32% | 13,010 | 1,647 | 14.5% | $25.90万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $202.85万 | 0.32% | 44,818 | -6 | -0.0% | -$272 | 减仓 |
| ABT | ABBOTT LABORATORIES | $202.68万 | 0.32% | 19,741 | 4,484 | 29.4% | $46.04万 | 加仓 |
| TLTW | ISHARES TR | $198.50万 | 0.31% | 87,753 | 52,138 | 146.4% | $117.94万 | 加仓 |
| VICI | VICI PPTYS INC | $198.28万 | 0.31% | 72,577 | 14,096 | 24.1% | $38.51万 | 加仓 |
| IJR | ISHARES TR | $195.51万 | 0.31% | 15,728 | -3,335 | -17.5% | -$41.46万 | 减仓 |
| GOOG | ALPHABET INC | $188.20万 | 0.30% | 6,561 | 2,230 | 51.5% | $63.97万 | 加仓 |
| VV | VANGUARD INDEX FDS | $185.67万 | 0.29% | 6,213 | -2,203 | -26.2% | -$65.83万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $183.25万 | 0.29% | 16,797 | 8,468 | 101.7% | $92.39万 | 重新持有 |
| GE | GE AEROSPACE | $173.58万 | 0.27% | 6,117 | 1,967 | 47.4% | $55.82万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $171.41万 | 0.27% | 31,257 | 8,014 | 34.5% | $43.95万 | 加仓 |
| IWS | ISHARES TR | $168.51万 | 0.27% | 11,562 | -1,322 | -10.3% | -$19.27万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $166.16万 | 0.26% | 10,364 | -1,944 | -15.8% | -$31.17万 | 减仓 |
| T | AT&T INC | $164.56万 | 0.26% | 56,763 | -1,000 | -1.7% | -$2.90万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $160.99万 | 0.25% | 21,033 | -2,708 | -11.4% | -$20.73万 | 减仓 |