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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $7,229.73万 | 19.52% | 796,314 | 88,787 | 12.5% | $806.10万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,527.97万 | 6.83% | 287,662 | 126,159 | 78.1% | $1,108.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,306.67万 | 6.23% | 33,585 | -639 | -1.9% | -$43.89万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,869.69万 | 5.05% | 218,703 | 19,650 | 9.9% | $167.99万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,305.29万 | 3.52% | 13,953 | 848 | 6.5% | $79.33万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $870.87万 | 2.35% | 128,051 | 2,829 | 2.3% | $19.24万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $837.12万 | 2.26% | 228,720 | 6,319 | 2.8% | $23.13万 | 加仓 |
| IVW | ISHARES TR | $786.60万 | 2.12% | 57,195 | -993 | -1.7% | -$13.66万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $697.11万 | 1.88% | 34,840 | 299 | 0.9% | $5.98万 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $690.59万 | 1.86% | 198,617 | 198,617 | — | $690.59万 | 新建仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $640.22万 | 1.73% | 207,628 | 207,628 | — | $640.22万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $620.70万 | 1.68% | 84,552 | 9,071 | 12.0% | $66.59万 | 加仓 |
| IVE | ISHARES TR | $558.20万 | 1.51% | 24,584 | -11,132 | -31.2% | -$252.76万 | 减仓 |
| ONEZ | ELEVATION SERIES TRUST | $541.49万 | 1.46% | 196,263 | 122,092 | 164.6% | $336.85万 | 加仓 |
| AAPL | APPLE INC | $538.89万 | 1.46% | 18,624 | -667 | -3.5% | -$19.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $519.62万 | 1.40% | 13,930 | 2,269 | 19.5% | $84.64万 | 加仓 |
| IUSB | ISHARES TR | $452.20万 | 1.22% | 97,986 | 8,987 | 10.1% | $41.47万 | 加仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $414.19万 | 1.12% | 120,440 | 120,440 | — | $414.19万 | 新建仓 |
| AMZN | AMAZON COM INC | $407.90万 | 1.10% | 17,114 | 854 | 5.3% | $20.35万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $340.87万 | 0.92% | 64,656 | -18,720 | -22.5% | -$98.69万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $340.79万 | 0.92% | 145,512 | 10,180 | 7.5% | $23.84万 | 加仓 |
| TSLA | TESLA INC | $338.96万 | 0.92% | 8,059 | -897 | -10.0% | -$37.73万 | 减仓 |
| IWY | ISHARES TR | $316.01万 | 0.85% | 10,873 | -703 | -6.1% | -$20.43万 | 减仓 |
| IEMG | ISHARES INC | $309.96万 | 0.84% | 37,417 | -14,323 | -27.7% | -$118.65万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $301.16万 | 0.81% | 116,097 | 6,539 | 6.0% | $16.96万 | 加仓 |
| MAYT | AIM ETF PRODUCTS TRUST | $294.45万 | 0.80% | 75,504 | 75,504 | — | $294.45万 | 新建仓 |
| SCEP | STERLING CAP FDS | $292.54万 | 0.79% | 117,014 | -8,318 | -6.6% | -$20.80万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $285.38万 | 0.77% | 139,720 | 4,229 | 3.1% | $8.64万 | 加仓 |
| MTUM | ISHARES TR | $283.41万 | 0.77% | 8,267 | -5,819 | -41.3% | -$199.49万 | 减仓 |
| BILZ | PIMCO ETF TR | $283.08万 | 0.76% | 28,047 | 22,892 | 444.1% | $231.05万 | 加仓 |
| SMH | VANECK ETF TRUST | $272.59万 | 0.74% | 4,156 | 240 | 6.1% | $15.74万 | 加仓 |
| GOOGL | ALPHABET INC | $259.03万 | 0.70% | 7,248 | 180 | 2.5% | $6.43万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $255.88万 | 0.69% | 85,893 | 6,094 | 7.6% | $18.15万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $250.94万 | 0.68% | 98,022 | 7,052 | 7.8% | $18.05万 | 加仓 |
| SCMC | STERLING CAP FDS | $246.99万 | 0.67% | 98,289 | 7,700 | 8.5% | $19.35万 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $246.09万 | 0.66% | 122,006 | 9,710 | 8.6% | $19.58万 | 加仓 |
| EFG | ISHARES TR | $243.51万 | 0.66% | 19,572 | 11,844 | 153.3% | $147.36万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $220.91万 | 0.60% | 43,857 | 231 | 0.5% | $1.16万 | 加仓 |
| SHLD | GLOBAL X FDS | $217.01万 | 0.59% | 36,344 | 8,456 | 30.3% | $50.49万 | 加仓 |
| SCNM | STERLING CAP FDS | $215.84万 | 0.58% | 85,805 | 1,565 | 1.9% | $3.94万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $214.71万 | 0.58% | 49,806 | -22,334 | -31.0% | -$96.28万 | 减仓 |
| — | ELEVATION SERIES TRUST | $205.15万 | 0.55% | 45,145 | -2,059 | -4.4% | -$9.36万 | 减仓 |
| IVV | ISHARES TR | $192.76万 | 0.52% | 2,574 | -1,957 | -43.2% | -$146.55万 | 减仓 |
| META | META PLATFORMS INC | $190.80万 | 0.52% | 3,387 | 548 | 19.3% | $30.87万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $190.20万 | 0.51% | 23,021 | -415 | -1.8% | -$3.43万 | 减仓 |
| IWX | ISHARES TR | $187.02万 | 0.50% | 17,784 | -1,270 | -6.7% | -$13.36万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $174.52万 | 0.47% | 108,800 | 8,558 | 8.5% | $13.73万 | 加仓 |
| CMI | CUMMINS INC | $167.18万 | 0.45% | 2,344 | -3 | -0.1% | -$2,140 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $163.33万 | 0.44% | 1,415 | -277 | -16.4% | -$31.97万 | 减仓 |
| GOOG | ALPHABET INC | $153.65万 | 0.41% | 4,349 | 421 | 10.7% | $14.87万 | 加仓 |
| — | ELEVATION SERIES TRUST | $145.11万 | 0.39% | 57,768 | -2,356 | -3.9% | -$5.92万 | 减仓 |
| AVGO | BROADCOM INC | $136.74万 | 0.37% | 3,620 | -87 | -2.3% | -$3.29万 | 减仓 |
| GLD | SPDR GOLD TR | $119.52万 | 0.32% | 3,244 | 161 | 5.2% | $5.93万 | 加仓 |
| GOVT | ISHARES TR | $118.48万 | 0.32% | 52,011 | 3,205 | 6.6% | $7.30万 | 加仓 |
| CAT | CATERPILLAR INC | $111.96万 | 0.30% | 1,051 | -48 | -4.4% | -$5.11万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $110.56万 | 0.30% | 533 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $110.38万 | 0.30% | 12,045 | -3,841 | -24.2% | -$35.20万 | 减仓 |
| CLIP | GLOBAL X FDS | $110.33万 | 0.30% | 10,996 | -2,073 | -15.9% | -$20.80万 | 减仓 |
| SGOV | ISHARES TR | $109.94万 | 0.30% | 10,921 | -2,060 | -15.9% | -$20.74万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $109.31万 | 0.30% | 42,733 | -8,828 | -17.1% | -$22.58万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $104.95万 | 0.28% | 23,025 | 2,420 | 11.7% | $11.03万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $104.81万 | 0.28% | 20,841 | 20,841 | — | $104.81万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $104.28万 | 0.28% | 37,175 | 37,175 | — | $104.28万 | 新建仓 |
| EFV | ISHARES TR | $98.62万 | 0.27% | 12,884 | -1,168 | -8.3% | -$8.94万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $94.63万 | 0.26% | 3,365 | 30 | 0.9% | $8,436 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $90.95万 | 0.25% | 18,780 | -20,627 | -52.3% | -$99.90万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $90.37万 | 0.24% | 21,787 | -457 | -2.1% | -$1.90万 | 减仓 |
| IWS | ISHARES TR | $89.49万 | 0.24% | 5,437 | -954 | -14.9% | -$15.70万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $83.91万 | 0.23% | 31,176 | 2,268 | 7.8% | $6.10万 | 加仓 |
| BA | BOEING CO | $77.76万 | 0.21% | 3,592 | 417 | 13.1% | $9.03万 | 加仓 |
| — | CAPITOL SER TR | $75.00万 | 0.20% | 29,957 | -2,565 | -7.9% | -$6.42万 | 减仓 |
| QQQ | INVESCO QQQ TR | $74.78万 | 0.20% | 1,016 | 39 | 4.0% | $2.87万 | 加仓 |
| — | MOOG INC | $73.81万 | 0.20% | 1,728 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $68.69万 | 0.19% | 920 | -172 | -15.8% | -$12.84万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $68.42万 | 0.18% | 1,849 | -1,117 | -37.7% | -$41.33万 | 减仓 |
| — | BELPOINTE PREP LLC | $67.75万 | 0.18% | 14,959 | -137 | -0.9% | -$6,205 | 减仓 |
| GLW | CORNING INC | $67.69万 | 0.18% | 2,650 | -631 | -19.2% | -$16.12万 | 减仓 |
| WFC | WELLS FARGO & CO | $65.07万 | 0.18% | 7,874 | 52 | 0.7% | $4,297 | 加仓 |
| CSCO | CISCO SYS INC | $64.24万 | 0.17% | 5,469 | 308 | 6.0% | $3.62万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $63.39万 | 0.17% | 3,710 | 3,710 | — | $63.39万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $63.03万 | 0.17% | 1,085 | -18 | -1.6% | -$1.05万 | 减仓 |
| HBNC | HORIZON BANCORP IND | $62.49万 | 0.17% | 31,276 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $62.06万 | 0.17% | 10,523 | -590 | -5.3% | -$3.48万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $59.62万 | 0.16% | 4,910 | -879 | -15.2% | -$10.67万 | 减仓 |
| LTPZ | PIMCO ETF TR | $57.55万 | 0.16% | 11,362 | 11,362 | — | $57.55万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.29万 | 0.15% | 1,378 | 40 | 3.0% | $1.66万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $56.53万 | 0.15% | 6,562 | 268 | 4.3% | $2.31万 | 加仓 |
| HD | HOME DEPOT INC | $54.02万 | 0.15% | 1,532 | 109 | 7.7% | $3.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $51.23万 | 0.14% | 1,565 | -152 | -8.9% | -$4.98万 | 减仓 |
| ZROZ | PIMCO ETF TR | $51.22万 | 0.14% | 7,991 | 7,991 | — | $51.22万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $50.43万 | 0.14% | 11,039 | -230 | -2.0% | -$1.05万 | 减仓 |
| INTC | INTEL CORP | $50.31万 | 0.14% | 3,603 | 3,603 | — | $50.31万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.24万 | 0.14% | 1,004 | 105 | 11.7% | $5.25万 | 加仓 |
| — | PIMCO ETF TR | $49.96万 | 0.13% | 9,206 | -366 | -3.8% | -$1.99万 | 减仓 |
| ASML | ASML HLDG NV | $49.54万 | 0.13% | 249 | -91 | -26.8% | -$18.10万 | 减仓 |
| AYI | ACUITY INC | $49.04万 | 0.13% | 1,302 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $48.24万 | 0.13% | 19,469 | -705 | -3.5% | -$1.75万 | 减仓 |
| WMT | WALMART INC | $45.50万 | 0.12% | 4,018 | 731 | 22.2% | $8.28万 | 加仓 |
| — | SPDR INDEX SHS FDS | $45.29万 | 0.12% | 5,667 | -853 | -13.1% | -$6.82万 | 减仓 |
| — | ELEVATION SERIES TRUST | $44.68万 | 0.12% | 18,106 | -424 | -2.3% | -$1.05万 | 减仓 |