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 |
|---|---|---|---|---|---|---|---|---|
| — | PIMCO ETF TR | $45.05万 | 0.14% | 9,572 | 9,572 | — | $45.05万 | 新建仓 |
| ASML | ASML HLDG NV | $44.91万 | 0.14% | 340 | -80 | -19.0% | -$10.57万 | 减仓 |
| — | ELEVATION SERIES TRUST | $44.68万 | 0.14% | 18,530 | 18,530 | — | $44.68万 | 新建仓 |
| GLW | CORNING INC | $44.61万 | 0.14% | 3,281 | -19 | -0.6% | -$2,583 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $44.48万 | 0.14% | 11,269 | -1,041 | -8.5% | -$4.11万 | 减仓 |
| — | STERLING CAP FDS | $43.28万 | 0.13% | 17,246 | 17,246 | — | $43.28万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $43.08万 | 0.13% | 899 | -2 | -0.2% | -$958 | 减仓 |
| CVX | CHEVRON CORPORATION | $42.93万 | 0.13% | 2,075 | -30 | -1.4% | -$6,207 | 减仓 |
| SON | SONOCO PRODS CO | $42.60万 | 0.13% | 7,877 | -84 | -1.1% | -$4,543 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $42.28万 | 0.13% | 9,570 | -706 | -6.9% | -$3.12万 | 减仓 |
| — | ELEVATION SERIES TRUST | $41.18万 | 0.13% | 20,174 | 20,174 | — | $41.18万 | 新建仓 |
| SO | SOUTHERN CO | $40.92万 | 0.12% | 4,240 | 34 | 0.8% | $3,282 | 加仓 |
| WMT | WALMART INC | $40.85万 | 0.12% | 3,287 | -32 | -1.0% | -$3,977 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $40.80万 | 0.12% | 2,008 | -313 | -13.5% | -$6.36万 | 减仓 |
| CSCO | CISCO SYS INC | $40.04万 | 0.12% | 5,161 | -284 | -5.2% | -$2.20万 | 减仓 |
| IDEV | ISHARES TR | $39.87万 | 0.12% | 4,771 | -629 | -11.6% | -$5.26万 | 减仓 |
| AYI | ACUITY INC | $36.48万 | 0.11% | 1,302 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $36.39万 | 0.11% | 3,068 | -956 | -23.8% | -$11.34万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $36.29万 | 0.11% | 2,770 | 397 | 16.7% | $5.20万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $36.26万 | 0.11% | 516 | -162 | -23.9% | -$11.38万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.20万 | 0.11% | 1,338 | -36 | -2.6% | -$9,739 | 减仓 |
| TLT | ISHARES TR | $32.75万 | 0.10% | 3,778 | -922 | -19.6% | -$7.99万 | 减仓 |
| WEX | WEX INC | $32.75万 | 0.10% | 2,140 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $32.47万 | 0.10% | 3,624 | 3 | 0.1% | $269 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $32.00万 | 0.10% | 2,444 | -3 | -0.1% | -$393 | 减仓 |
| IJR | ISHARES TR | $31.61万 | 0.10% | 2,543 | 598 | 30.7% | $7.43万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $31.04万 | 0.09% | 5,607 | -892 | -13.7% | -$4.94万 | 减仓 |
| SHV | ISHARES TR | $30.62万 | 0.09% | 2,774 | -4,212 | -60.3% | -$46.50万 | 重新持有 |
| MBB | ISHARES TR | $30.55万 | 0.09% | 3,217 | 27 | 0.8% | $2,564 | 加仓 |
| UNP | UNION PAC CORP | $30.47万 | 0.09% | 1,256 | -842 | -40.1% | -$20.43万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $30.27万 | 0.09% | 1,238 | 37 | 3.1% | $9,046 | 加仓 |
| ABBV | ABBVIE INC | $30.10万 | 0.09% | 1,384 | -84 | -5.7% | -$1.83万 | 减仓 |
| SLV | ISHARES SILVER TR | $29.86万 | 0.09% | 4,382 | -1,200 | -21.5% | -$8.18万 | 减仓 |
| SMR | NUSCALE PWR CORP | $29.50万 | 0.09% | 27,216 | -1,789 | -6.2% | -$1.94万 | 减仓 |
| LLY | ELI LILLY & CO | $29.08万 | 0.09% | 316 | -24 | -7.1% | -$2.21万 | 减仓 |
| IEFA | ISHARES TR | $28.86万 | 0.09% | 3,188 | -246 | -7.2% | -$2.23万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.09万 | 0.08% | 551 | -8 | -1.4% | -$3,933 | 减仓 |
| BAC | BANK AMERICA CORP | $26.81万 | 0.08% | 5,499 | -277 | -4.8% | -$1.35万 | 减仓 |
| TJX | TJX COS INC NEW | $26.75万 | 0.08% | 1,675 | 1,675 | — | $26.75万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $26.74万 | 0.08% | 1,805 | -3,613 | -66.7% | -$53.52万 | 减仓 |
| ORCL | ORACLE CORP | $26.63万 | 0.08% | 1,811 | -134 | -6.9% | -$1.97万 | 减仓 |
| T | AT&T INC | $26.44万 | 0.08% | 9,119 | -2,577 | -22.0% | -$7.47万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $25.99万 | 0.08% | 5,186 | 5,186 | — | $25.99万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $25.66万 | 0.08% | 6,360 | -1,714 | -21.2% | -$6.91万 | 减仓 |
| SNPS | SYNOPSYS INC | $25.26万 | 0.08% | 637 | -58 | -8.3% | -$2.30万 | 减仓 |
| ETN | EATON CORP PLC | $25.14万 | 0.08% | 703 | 703 | — | $25.14万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $24.72万 | 0.08% | 292 | -30 | -9.3% | -$2.54万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $24.46万 | 0.07% | 1,672 | 1,672 | — | $24.46万 | 新建仓 |
| MCD | MCDONALDS CORP | $24.20万 | 0.07% | 779 | -50 | -6.0% | -$1.55万 | 减仓 |
| QCOM | QUALCOMM INC | $24.18万 | 0.07% | 1,878 | -70 | -3.6% | -$9,012 | 减仓 |
| CAG | CONAGRA BRANDS INC | $24.07万 | 0.07% | 15,314 | -26 | -0.2% | -$409 | 减仓 |
| VEEV | VEEVA SYS INC | $24.03万 | 0.07% | 1,368 | -366 | -21.1% | -$6.43万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $23.94万 | 0.07% | 2,446 | -1,316 | -35.0% | -$12.88万 | 减仓 |
| TXN | TEXAS INSTRS INC | $23.53万 | 0.07% | 1,212 | 1,212 | — | $23.53万 | 新建仓 |
| IWB | ISHARES TR | $23.44万 | 0.07% | 657 | 37 | 6.0% | $1.32万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $23.15万 | 0.07% | 4,611 | 4,611 | — | $23.15万 | 新建仓 |
| SYK | STRYKER CORPORATION | $22.96万 | 0.07% | 699 | 699 | — | $22.96万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.44万 | 0.07% | 1,103 | -4 | -0.4% | -$814 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $22.03万 | 0.07% | 2,662 | 2,662 | — | $22.03万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.79万 | 0.07% | 892 | -673 | -43.0% | -$16.44万 | 减仓 |
| IAUM | ISHARES GOLD TR | $21.51万 | 0.07% | 4,605 | -1,218 | -20.9% | -$5.69万 | 减仓 |
| HYG | ISHARES TR | $21.49万 | 0.07% | 2,701 | 2,701 | — | $21.49万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $21.33万 | 0.07% | 3,644 | -17,437 | -82.7% | -$102.08万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $20.99万 | 0.06% | 1,453 | 42 | 3.0% | $6,066 | 加仓 |
| IUSV | ISHARES TR | $20.68万 | 0.06% | 2,022 | 2,022 | — | $20.68万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $20.67万 | 0.06% | 4,582 | -751 | -14.1% | -$3.39万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $20.65万 | 0.06% | 1,258 | -170 | -11.9% | -$2.79万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $20.48万 | 0.06% | 1,044 | 1,044 | — | $20.48万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $20.18万 | 0.06% | 5,112 | -3,443 | -40.2% | -$13.59万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $20.17万 | 0.06% | 1,032 | -276 | -21.1% | -$5.39万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $20.16万 | 0.06% | 12,000 | 0 | 0.0% | — | 不变 |
| — | PURPLE INNOVATION INC | $6.61万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| LRMR | LARIMAR THERAPEUTICS INC | $5.47万 | 0.02% | 12,154 | -2,285 | -15.8% | -$1.03万 | 减仓 |
| RR | RICHTECH ROBOTICS INC | $2.15万 | 0.01% | 10,282 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -15,848 | -100.0% | -$543.53万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -105,892 | -100.0% | -$253.82万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -66,624 | -100.0% | -$148.64万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -10,933 | -100.0% | -$117.11万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -6,751 | -100.0% | -$63.57万 | 清仓 |
| DIV | GLOBAL X FDS | $0 | 0.00% | 0 | -26,671 | -100.0% | -$46.20万 | 清仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $0 | 0.00% | 0 | -13,394 | -100.0% | -$36.53万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | -825 | -100.0% | -$34.62万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,256 | -100.0% | -$34.56万 | 清仓 |
| CLOI | VANECK ETF TRUST | $0 | 0.00% | 0 | -5,993 | -100.0% | -$31.65万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -980 | -100.0% | -$30.63万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,408 | -100.0% | -$30.24万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -509 | -100.0% | -$29.20万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1,712 | -100.0% | -$27.76万 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -9,177 | -100.0% | -$26.95万 | 清仓 |
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,347 | -100.0% | -$26.70万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -656 | -100.0% | -$26.33万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,052 | -100.0% | -$26.18万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,074 | -100.0% | -$24.95万 | 清仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -6,270 | -100.0% | -$24.29万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,715 | -100.0% | -$23.41万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGEM | ABRDN FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BINC | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -3,883 | -100.0% | -$20.49万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -2,156 | -100.0% | -$20.21万 | 清仓 |