B.O.S.S. Retirement Advisors, LLC
Lehi UT · SEC CIK 0001964810
$3.28亿2026Q1 申报市值
174持仓数
46.3%前十大占比 · 第一大 17.1%
26 / 25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
SPTM 加仓+$1,124.27万
COST 加仓+$730.58万
CORO 新建仓+$715.09万
SCEP 新建仓+$295.42万
VXUS 加仓+$269.08万
2026Q1 卖出最多 按季末市值估算
OEF 清仓-$543.53万
IEMG 减仓-$330.76万
ELEVATION SERIES 清仓-$253.82万
SCHF 减仓-$193.58万
GLDM 减仓-$159.97万
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 |
|---|---|---|---|---|---|---|---|---|
| — | ELEVATION SERIES TRUST | $44.68万 | 0.14% | 18,530 | 18,530 | — | $44.68万 | 新建仓 |
| ASML | ASML HLDG NV | $44.91万 | 0.14% | 340 | -80 | -19.0% | -$10.57万 | 减仓 |
| — | PIMCO ETF TR | $45.05万 | 0.14% | 9,572 | 9,572 | — | $45.05万 | 新建仓 |
| IDXX | IDEXX LABS INC | $45.40万 | 0.14% | 808 | -392 | -32.7% | -$22.03万 | 减仓 |
| — | ELEVATION SERIES TRUST | $45.51万 | 0.14% | 11,072 | -771 | -6.5% | -$3.17万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $45.84万 | 0.14% | 1,049 | -157 | -13.0% | -$6.86万 | 减仓 |
| HD | HOME DEPOT INC | $46.81万 | 0.14% | 1,423 | -121 | -7.8% | -$3.98万 | 减仓 |
| GLDM | WORLD GOLD TR | $47.55万 | 0.14% | 5,130 | -17,259 | -77.1% | -$159.97万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $49.97万 | 0.15% | 17,504 | -1,531 | -8.0% | -$4.37万 | 减仓 |
| — | SPDR INDEX SHS FDS | $50.31万 | 0.15% | 6,520 | -2,799 | -30.0% | -$21.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $50.50万 | 0.15% | 1,717 | -65 | -3.6% | -$1.91万 | 减仓 |
| GPC | GENUINE PARTS CO | $50.83万 | 0.15% | 4,807 | 4,807 | — | $50.83万 | 新建仓 |
| — | MOOG INC | $50.96万 | 0.16% | 1,728 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $51.31万 | 0.16% | 16,069 | -7,601 | -32.1% | -$24.27万 | 减仓 |
| HBNC | HORIZON BANCORP IND | $51.82万 | 0.16% | 31,276 | 14,437 | 85.7% | $23.92万 | 重新持有 |
| BILZ | PIMCO ETF TR | $52.05万 | 0.16% | 5,155 | -4,984 | -49.2% | -$50.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $56.36万 | 0.17% | 977 | -13 | -1.3% | -$7,500 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $57.16万 | 0.17% | 1,692 | 322 | 23.5% | $10.88万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $57.99万 | 0.18% | 5,789 | -696 | -10.7% | -$6.97万 | 减仓 |
| SPGI | S&P GLOBAL INC | $58.07万 | 0.18% | 1,365 | -377 | -21.6% | -$16.04万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $59.31万 | 0.18% | 23,132 | -1,567 | -6.3% | -$4.02万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $59.65万 | 0.18% | 3,161 | -25 | -0.8% | -$4,718 | 减仓 |
| WFC | WELLS FARGO & CO | $62.27万 | 0.19% | 7,822 | -1,046 | -11.8% | -$8.33万 | 减仓 |
| — | EXXON MOBIL CORP | $62.33万 | 0.19% | 3,674 | -157 | -4.1% | -$2.66万 | 减仓 |
| BA | BOEING CO | $63.19万 | 0.19% | 3,175 | 44 | 1.4% | $8,757 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $66.18万 | 0.20% | 11,113 | 11,113 | — | $66.18万 | 新建仓 |
| IWP | ISHARES TR | $67.12万 | 0.20% | 5,239 | 2,992 | 133.2% | $38.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $70.99万 | 0.22% | 1,092 | -47 | -4.1% | -$3.06万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $74.84万 | 0.23% | 28,908 | 1,943 | 7.2% | $5.03万 | 加仓 |
| CAT | CATERPILLAR INC | $77.89万 | 0.24% | 1,099 | -38 | -3.3% | -$2.69万 | 减仓 |
| — | BELPOINTE PREP LLC | $80.31万 | 0.24% | 15,096 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $80.84万 | 0.25% | 3,335 | 3,335 | — | $80.84万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $80.90万 | 0.25% | 22,244 | -2,095 | -8.6% | -$7.62万 | 减仓 |
| — | CAPITOL SER TR | $81.58万 | 0.25% | 32,522 | -490 | -1.5% | -$1.23万 | 减仓 |
| EFG | ISHARES TR | $86.06万 | 0.26% | 7,728 | -1,375 | -15.1% | -$15.31万 | 减仓 |
| IWS | ISHARES TR | $93.14万 | 0.28% | 6,391 | -1,003 | -13.6% | -$14.62万 | 减仓 |
| — | ELEVATION SERIES TRUST | $93.21万 | 0.28% | 22,934 | 22,934 | — | $93.21万 | 新建仓 |
| — | ELEVATION SERIES TRUST | $93.33万 | 0.28% | 24,037 | -1,945 | -7.5% | -$7.55万 | 减仓 |
| — | ELEVATION SERIES TRUST | $93.72万 | 0.29% | 25,495 | -2,107 | -7.6% | -$7.75万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $94.50万 | 0.29% | 20,605 | 186 | 0.9% | $8,530 | 加仓 |
| — | MASIMO CORP | $94.93万 | 0.29% | 5,337 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $95.14万 | 0.29% | 2,966 | -160 | -5.1% | -$5.13万 | 减仓 |
| EFV | ISHARES TR | $104.48万 | 0.32% | 14,052 | -2,871 | -17.0% | -$21.35万 | 减仓 |
| GOVT | ISHARES TR | $111.81万 | 0.34% | 48,806 | 48,806 | — | $111.81万 | 新建仓 |
| GOOG | ALPHABET INC | $112.69万 | 0.34% | 3,928 | -598 | -13.2% | -$17.16万 | 减仓 |
| AVGO | BROADCOM INC | $114.74万 | 0.35% | 3,707 | 724 | 24.3% | $22.41万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $117.15万 | 0.36% | 533 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $126.27万 | 0.38% | 2,347 | 789 | 50.6% | $42.45万 | 加仓 |
| SGOV | ISHARES TR | $130.67万 | 0.40% | 12,981 | -702 | -5.1% | -$7.07万 | 减仓 |
| CLIP | GLOBAL X FDS | $131.16万 | 0.40% | 13,069 | -532 | -3.9% | -$5.34万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $131.53万 | 0.40% | 51,561 | -25,902 | -33.4% | -$66.08万 | 减仓 |
| — | ELEVATION SERIES TRUST | $131.98万 | 0.40% | 60,124 | 60,124 | — | $131.98万 | 新建仓 |
| GLD | SPDR GOLD TR | $132.68万 | 0.40% | 3,083 | -79 | -2.5% | -$3.40万 | 减仓 |
| BIL | SPDR SERIES TRUST | $145.58万 | 0.44% | 15,886 | -521 | -3.2% | -$4.77万 | 减仓 |
| SMH | VANECK ETF TRUST | $150.14万 | 0.46% | 3,916 | -341 | -8.0% | -$13.07万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $153.77万 | 0.47% | 100,242 | 6,106 | 6.5% | $9.37万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $159.25万 | 0.49% | 3,906 | 70 | 1.8% | $2.85万 | 加仓 |
| META | META PLATFORMS INC | $162.44万 | 0.50% | 2,839 | -130 | -4.4% | -$7.44万 | 减仓 |
| IWX | ISHARES TR | $176.58万 | 0.54% | 19,054 | -2,773 | -12.7% | -$25.70万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $179.13万 | 0.55% | 43,626 | 43,626 | — | $179.13万 | 新建仓 |
| ONEZ | ELEVATION SERIES TRUST | $185.70万 | 0.57% | 74,171 | -3,915 | -5.0% | -$9.80万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $189.35万 | 0.58% | 39,407 | 2,991 | 8.2% | $14.37万 | 加仓 |
| — | ELEVATION SERIES TRUST | $191.70万 | 0.58% | 47,204 | -2,818 | -5.6% | -$11.44万 | 减仓 |
| SHLD | GLOBAL X FDS | $197.56万 | 0.60% | 27,888 | 5,851 | 26.6% | $41.45万 | 加仓 |
| GOOGL | ALPHABET INC | $203.25万 | 0.62% | 7,068 | -253 | -3.5% | -$7.28万 | 减仓 |
| SCNM | STERLING CAP FDS | $209.42万 | 0.64% | 84,240 | 84,240 | — | $209.42万 | 新建仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $223.24万 | 0.68% | 90,970 | 35,161 | 63.0% | $86.28万 | 加仓 |
| SCMC | STERLING CAP FDS | $226.47万 | 0.69% | 90,589 | 90,589 | — | $226.47万 | 新建仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $228.52万 | 0.70% | 112,296 | 9,172 | 8.9% | $18.66万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $233.33万 | 0.71% | 79,799 | 28,605 | 55.9% | $83.64万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $239.11万 | 0.73% | 89,960 | -6,219 | -6.5% | -$16.53万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $261.29万 | 0.80% | 72,140 | 2,825 | 4.1% | $10.23万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $271.68万 | 0.83% | 109,769 | -78,215 | -41.6% | -$193.58万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $274.72万 | 0.84% | 83,376 | 3,351 | 4.2% | $11.04万 | 加仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $285.89万 | 0.87% | 135,491 | -8,849 | -6.1% | -$18.67万 | 减仓 |
| IWY | ISHARES TR | $288.06万 | 0.88% | 11,576 | -1,533 | -11.7% | -$38.15万 | 减仓 |
| SCEP | STERLING CAP FDS | $295.42万 | 0.90% | 125,332 | 125,332 | — | $295.42万 | 新建仓 |
| IVV | ISHARES TR | $295.97万 | 0.90% | 4,531 | -1,140 | -20.1% | -$74.47万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $315.29万 | 0.96% | 81,235 | -5,617 | -6.5% | -$21.80万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $318.10万 | 0.97% | 135,332 | 10,124 | 8.1% | $23.80万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $331.08万 | 1.01% | 109,558 | 4,130 | 3.9% | $12.48万 | 加仓 |
| TSLA | TESLA INC | $332.94万 | 1.01% | 8,956 | -192 | -2.1% | -$7.14万 | 减仓 |
| MTUM | ISHARES TR | $338.06万 | 1.03% | 14,086 | 471 | 3.5% | $11.30万 | 加仓 |
| AMZN | AMAZON COM INC | $338.65万 | 1.03% | 16,260 | -936 | -5.4% | -$19.49万 | 减仓 |
| IEMG | ISHARES INC | $360.89万 | 1.10% | 51,740 | -47,421 | -47.8% | -$330.76万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $373.85万 | 1.14% | 118,350 | -7,849 | -6.2% | -$24.79万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $410.06万 | 1.25% | 106,592 | -8,918 | -7.7% | -$34.31万 | 减仓 |
| IUSB | ISHARES TR | $411.09万 | 1.25% | 88,999 | 3,265 | 3.8% | $15.08万 | 加仓 |
| MSFT | MICROSOFT CORP | $431.66万 | 1.32% | 11,661 | -664 | -5.4% | -$24.58万 | 减仓 |
| QUAL | ISHARES TR | $471.08万 | 1.44% | 24,560 | 410 | 1.7% | $7.86万 | 加仓 |
| AAPL | APPLE INC | $489.58万 | 1.49% | 19,291 | 2,722 | 16.4% | $69.08万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $555.84万 | 1.69% | 75,481 | 5,301 | 7.6% | $39.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $602.39万 | 1.84% | 34,541 | -4,062 | -10.5% | -$70.84万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $623.51万 | 1.90% | 184,579 | -16,509 | -8.2% | -$55.77万 | 减仓 |
| IVW | ISHARES TR | $658.16万 | 2.01% | 58,188 | 1,621 | 2.9% | $18.34万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $715.09万 | 2.18% | 222,401 | 222,401 | — | $715.09万 | 新建仓 |
| DYNF | BLACKROCK ETF TRUST | $728.54万 | 2.22% | 125,222 | -6,492 | -4.9% | -$37.77万 | 减仓 |
| IVE | ISHARES TR | $754.14万 | 2.30% | 35,716 | -514 | -1.4% | -$10.85万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,236.14万 | 3.77% | 161,503 | 18,093 | 12.6% | $138.48万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,305.82万 | 3.98% | 13,105 | 7,332 | 127.0% | $730.58万 | 加仓 |