B.O.S.S. Retirement Advisors, LLC
Lehi UT · SEC CIK 0001964810
$3.70亿2026Q2 申报市值
157持仓数
51.6%前十大占比 · 第一大 19.5%
17 / 38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
SPYM 加仓+$1,108.69万
SPTM 加仓+$806.10万
MAYW 新建仓+$690.59万
SIXD 新建仓+$640.22万
JUNW 新建仓+$414.19万
2026Q2 卖出最多 按季末市值估算
AIM ETF PRODUCTS 清仓-$623.51万
QUAL 清仓-$471.08万
OCTW 清仓-$410.06万
AIM ETF PRODUCTS 清仓-$373.85万
JULW 清仓-$315.29万
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 |
|---|---|---|---|---|---|---|---|---|
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -184,579 | -100.0% | -$623.51万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -24,560 | -100.0% | -$471.08万 | 清仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -106,592 | -100.0% | -$410.06万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -118,350 | -100.0% | -$373.85万 | 清仓 |
| JULW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -81,235 | -100.0% | -$315.29万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -109,769 | -100.0% | -$271.68万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -89,960 | -100.0% | -$239.11万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -5,337 | -100.0% | -$94.93万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -25,495 | -100.0% | -$93.72万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -24,037 | -100.0% | -$93.33万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -22,934 | -100.0% | -$93.21万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -3,674 | -100.0% | -$62.33万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -3,161 | -100.0% | -$59.65万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -23,132 | -100.0% | -$59.31万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -4,807 | -100.0% | -$50.83万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -17,504 | -100.0% | -$49.97万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -11,072 | -100.0% | -$45.51万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -9,570 | -100.0% | -$42.28万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -516 | -100.0% | -$36.26万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -2,140 | -100.0% | -$32.75万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -2,774 | -100.0% | -$30.62万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -4,382 | -100.0% | -$29.86万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -1,805 | -100.0% | -$26.74万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,119 | -100.0% | -$26.44万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -6,360 | -100.0% | -$25.66万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,672 | -100.0% | -$24.46万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -1,368 | -100.0% | -$24.03万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -699 | -100.0% | -$22.96万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,662 | -100.0% | -$22.03万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -892 | -100.0% | -$21.79万 | 清仓 |
| IAUM | ISHARES GOLD TR | $0 | 0.00% | 0 | -4,605 | -100.0% | -$21.51万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -2,701 | -100.0% | -$21.49万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,644 | -100.0% | -$21.33万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -2,022 | -100.0% | -$20.68万 | 清仓 |
| EDIV | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -5,112 | -100.0% | -$20.18万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -1,032 | -100.0% | -$20.17万 | 清仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $0 | 0.00% | 0 | -12,154 | -100.0% | -$5.47万 | 清仓 |
| RR | RICHTECH ROBOTICS INC | $0 | 0.00% | 0 | -10,282 | -100.0% | -$2.15万 | 清仓 |
| — | PURPLE INNOVATION INC | $2.96万 | 0.01% | 82,832 | -17,168 | -17.2% | -$6,129 | 减仓 |
| SNPS | SYNOPSYS INC | $20.12万 | 0.05% | 451 | -186 | -29.2% | -$8.30万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $20.55万 | 0.06% | 400 | 7 | 1.8% | $3,596 | 重新持有 |
| SHOP | SHOPIFY INC | $20.70万 | 0.06% | 1,813 | -1,255 | -40.9% | -$14.33万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $20.73万 | 0.06% | 15,398 | 84 | 0.5% | $1,131 | 加仓 |
| PG | PROCTER & GAMBLE CO | $20.83万 | 0.06% | 1,420 | -33 | -2.3% | -$4,840 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.98万 | 0.06% | 4,956 | 345 | 7.5% | $1.46万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $21.39万 | 0.06% | 4,139 | -443 | -9.7% | -$2.29万 | 减仓 |
| ORCL | ORACLE CORP | $21.63万 | 0.06% | 1,476 | -335 | -18.5% | -$4.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.92万 | 0.06% | 459 | 459 | — | $21.92万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $22.23万 | 0.06% | 657 | 114 | 21.0% | $3.86万 | 重新持有 |
| RIO | RIO TINTO PLC | $22.26万 | 0.06% | 2,345 | 2,345 | — | $22.26万 | 新建仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $22.48万 | 0.06% | 12,000 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES TR | $22.50万 | 0.06% | 3,706 | 3,706 | — | $22.50万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.57万 | 0.06% | 1,490 | -185 | -11.0% | -$2.80万 | 减仓 |
| AGEM | ABRDN FDS | $22.76万 | 0.06% | 4,610 | -1,184 | -20.4% | -$5.85万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $22.77万 | 0.06% | 1,045 | 1 | 0.1% | $218 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.86万 | 0.06% | 456 | -95 | -17.2% | -$4.76万 | 减仓 |
| ETN | EATON CORP PLC | $23.65万 | 0.06% | 555 | -148 | -21.1% | -$6.31万 | 减仓 |
| GWW | WW GRAINGER INC | $25.03万 | 0.07% | 184 | 184 | — | $25.03万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $26.13万 | 0.07% | 603 | 603 | — | $26.13万 | 新建仓 |
| V | VISA INC | $26.55万 | 0.07% | 774 | 97 | 14.3% | $3.33万 | 重新持有 |
| IWB | ISHARES TR | $26.65万 | 0.07% | 651 | -6 | -0.9% | -$2,456 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $27.27万 | 0.07% | 2,428 | -342 | -12.3% | -$3.84万 | 减仓 |
| IEFA | ISHARES TR | $27.41万 | 0.07% | 2,838 | -350 | -11.0% | -$3.38万 | 减仓 |
| SMR | NUSCALE PWR CORP | $27.66万 | 0.07% | 27,579 | 363 | 1.3% | $3,641 | 加仓 |
| KO | COCA COLA CO | $27.84万 | 0.08% | 3,426 | 3,426 | — | $27.84万 | 新建仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $28.13万 | 0.08% | 5,097 | -510 | -9.1% | -$2.81万 | 减仓 |
| IDXX | IDEXX LABS INC | $29.95万 | 0.08% | 569 | -239 | -29.6% | -$12.58万 | 减仓 |
| TXN | TEXAS INSTRS INC | $30.02万 | 0.08% | 1,007 | -205 | -16.9% | -$6.11万 | 减仓 |
| BAC | BANK OF AMER CORP | $30.26万 | 0.08% | 5,311 | -188 | -3.4% | -$1.07万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $30.44万 | 0.08% | 301 | 9 | 3.1% | $9,102 | 加仓 |
| MBB | ISHARES TR | $31.08万 | 0.08% | 3,288 | 71 | 2.2% | $6,710 | 加仓 |
| TLT | ISHARES TR | $31.35万 | 0.08% | 3,628 | -150 | -4.0% | -$1.30万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $31.72万 | 0.09% | 2,666 | 220 | 9.0% | $2.62万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $31.78万 | 0.09% | 2,175 | -269 | -11.0% | -$3.93万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $32.37万 | 0.09% | 5,212 | 26 | 0.5% | $1,615 | 加仓 |
| MCD | MCDONALDS CORP | $32.59万 | 0.09% | 1,206 | 427 | 54.8% | $11.54万 | 加仓 |
| VGT | VANGUARD WORLD FD | $33.20万 | 0.09% | 2,778 | 2,778 | — | $33.20万 | 新建仓 |
| UNP | UNION PAC CORP | $34.87万 | 0.09% | 1,282 | 26 | 2.1% | $7,072 | 加仓 |
| ABBV | ABBVIE INC | $35.90万 | 0.10% | 1,427 | 43 | 3.1% | $1.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $35.98万 | 0.10% | 1,417 | 179 | 14.5% | $4.54万 | 加仓 |
| IWP | ISHARES TR | $36.36万 | 0.10% | 2,484 | -2,755 | -52.6% | -$40.33万 | 减仓 |
| QCOM | QUALCOMM INC | $36.93万 | 0.10% | 1,999 | 121 | 6.4% | $2.24万 | 加仓 |
| IJR | ISHARES TR | $37.29万 | 0.10% | 2,514 | -29 | -1.1% | -$4,301 | 减仓 |
| SBUX | STARBUCKS CORP | $37.36万 | 0.10% | 3,656 | 32 | 0.9% | $3,270 | 加仓 |
| CVX | CHEVRON CORPORATION | $37.98万 | 0.10% | 2,291 | 216 | 10.4% | $3.58万 | 加仓 |
| SPGI | S&P GLOBAL INC | $38.12万 | 0.10% | 936 | -429 | -31.4% | -$17.47万 | 减仓 |
| — | STERLING CAP FDS | $39.36万 | 0.11% | 15,756 | -1,490 | -8.6% | -$3.72万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $40.34万 | 0.11% | 935 | -323 | -25.7% | -$13.94万 | 减仓 |
| SO | SOUTHERN CO | $40.82万 | 0.11% | 4,265 | 25 | 0.6% | $2,393 | 加仓 |
| LLY | ELI LILLY & CO | $41.52万 | 0.11% | 346 | 30 | 9.5% | $3.60万 | 加仓 |
| GLDM | WORLD GOLD TR | $42.79万 | 0.12% | 5,388 | 258 | 5.0% | $2.05万 | 加仓 |
| IDEV | ISHARES TR | $44.19万 | 0.12% | 4,965 | 194 | 4.1% | $1.73万 | 加仓 |
| SON | SONOCO PRODS CO | $44.25万 | 0.12% | 7,853 | -24 | -0.3% | -$1,352 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $44.25万 | 0.12% | 13,833 | -2,236 | -13.9% | -$7.15万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $44.53万 | 0.12% | 1,988 | -20 | -1.0% | -$4,480 | 减仓 |
| — | ELEVATION SERIES TRUST | $44.68万 | 0.12% | 18,106 | -424 | -2.3% | -$1.05万 | 减仓 |
| — | SPDR INDEX SHS FDS | $45.29万 | 0.12% | 5,667 | -853 | -13.1% | -$6.82万 | 减仓 |
| WMT | WALMART INC | $45.50万 | 0.12% | 4,018 | 731 | 22.2% | $8.28万 | 加仓 |
| — | ELEVATION SERIES TRUST | $48.24万 | 0.13% | 19,469 | -705 | -3.5% | -$1.75万 | 减仓 |
| AYI | ACUITY INC | $49.04万 | 0.13% | 1,302 | 0 | 0.0% | — | 不变 |