SECURED RETIREMENT ADVISORS, LLC
ST LOUIS PARK MN · SEC CIK 0002012356
$1.95亿2026Q2 申报市值
134持仓数
25.4%前十大占比 · 第一大 4.4%
25 / 23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
ADP 新建仓+$234.54万
META 加仓+$223.70万
MCO 新建仓+$221.53万
CPB 新建仓+$218.13万
SYK 新建仓+$216.17万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$765.66万
ED 清仓-$375.31万
EXXON MOBIL CORP 清仓-$319.18万
CL 清仓-$310.24万
ITW 清仓-$267.77万
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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -33,161 | -100.0% | -$375.31万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -18,813 | -100.0% | -$319.18万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -36,400 | -100.0% | -$310.24万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -10,287 | -100.0% | -$267.77万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -11,588 | -100.0% | -$180.16万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -5,381 | -100.0% | -$100.45万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -10,039 | -100.0% | -$96.53万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -5,036 | -100.0% | -$95.56万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -10,675 | -100.0% | -$92.70万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -15,171 | -100.0% | -$91.59万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,229 | -100.0% | -$76.49万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -3,408 | -100.0% | -$69.33万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -10,302 | -100.0% | -$67.18万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -6,729 | -100.0% | -$63.24万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -5,168 | -100.0% | -$54.03万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -613 | -100.0% | -$40.04万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -1,431 | -100.0% | -$35.37万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,344 | -100.0% | -$27.94万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -1,627 | -100.0% | -$25.60万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,003 | -100.0% | -$25.32万 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -21,804 | -100.0% | -$25.16万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -495 | -100.0% | -$21.30万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -16,325 | -100.0% | -$13.30万 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $22.03万 | 0.11% | 3,908 | 3,908 | — | $22.03万 | 新建仓 |
| SLB | SLB LIMITED | $22.52万 | 0.12% | 4,845 | -463 | -8.7% | -$2.15万 | 减仓 |
| PAYX | PAYCHEX INC | $22.80万 | 0.12% | 2,319 | 2,319 | — | $22.80万 | 新建仓 |
| EPS | WISDOMTREE TR | $23.99万 | 0.12% | 3,084 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $26.58万 | 0.14% | 2,259 | 2,259 | — | $26.58万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $26.66万 | 0.14% | 2,429 | 2,429 | — | $26.66万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $28.93万 | 0.15% | 2,325 | 2,325 | — | $28.93万 | 新建仓 |
| OKE | ONEOK INC NEW | $29.01万 | 0.15% | 3,336 | 82 | 2.5% | $7,130 | 加仓 |
| FAST | FASTENAL CO | $29.44万 | 0.15% | 6,130 | -348 | -5.4% | -$1.67万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $29.89万 | 0.15% | 2,038 | 2,038 | — | $29.89万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $32.59万 | 0.17% | 13,275 | -18,250 | -57.9% | -$44.80万 | 重新持有 |
| TGT | TARGET CORP | $33.57万 | 0.17% | 2,570 | 332 | 14.8% | $4.34万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $34.09万 | 0.17% | 3,171 | -848 | -21.1% | -$9.12万 | 减仓 |
| OEC | ORION S.A. | $34.36万 | 0.18% | 51,818 | -634 | -1.2% | -$4,203 | 减仓 |
| EOG | EOG RES INC | $36.83万 | 0.19% | 2,839 | 100 | 3.7% | $1.30万 | 加仓 |
| ZTS | ZOETIS INC | $37.58万 | 0.19% | 5,230 | -1,500 | -22.3% | -$10.78万 | 减仓 |
| AOA | ISHARES TR | $37.78万 | 0.19% | 3,870 | 107 | 2.8% | $1.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $38.02万 | 0.20% | 4,190 | -6,735 | -61.6% | -$61.11万 | 重新持有 |
| COP | CONOCOPHILLIPS | $46.19万 | 0.24% | 4,443 | 693 | 18.5% | $7.20万 | 加仓 |
| AMGN | AMGEN INC | $47.12万 | 0.24% | 1,301 | 82 | 6.7% | $2.97万 | 加仓 |
| BCD | ABRDN ETFS | $48.79万 | 0.25% | 14,287 | -586 | -3.9% | -$2.00万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $49.47万 | 0.25% | 12,502 | -232 | -1.8% | -$9,180 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $50.04万 | 0.26% | 30,717 | 1,321 | 4.5% | $2.15万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.89万 | 0.26% | 8,833 | -348 | -3.8% | -$2.01万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $52.54万 | 0.27% | 12,408 | 1,713 | 16.0% | $7.25万 | 加仓 |
| PEP | PEPSICO INC | $54.43万 | 0.28% | 4,020 | 745 | 22.7% | $10.09万 | 加仓 |
| MO | ALTRIA GROUP INC | $54.62万 | 0.28% | 7,592 | 47 | 0.6% | $3,382 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $54.95万 | 0.28% | 26,753 | 26,753 | — | $54.95万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $55.42万 | 0.28% | 3,343 | -6,031 | -64.3% | -$99.98万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.11万 | 0.29% | 1,374 | -2,652 | -65.9% | -$110.23万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $57.96万 | 0.30% | 27,881 | 16,916 | 154.3% | $35.17万 | 加仓 |
| HD | HOME DEPOT INC | $61.06万 | 0.31% | 1,731 | 551 | 46.7% | $19.44万 | 加仓 |
| MRK | MERCK & CO INC | $61.85万 | 0.32% | 4,813 | -19,084 | -79.9% | -$245.25万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $65.04万 | 0.33% | 28,097 | -3,876 | -12.1% | -$8.97万 | 减仓 |
| TXN | TEXAS INSTRS INC | $68.42万 | 0.35% | 2,296 | -3 | -0.1% | -$894 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $68.82万 | 0.35% | 22,308 | 811 | 3.8% | $2.50万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $71.74万 | 0.37% | 21,003 | 153 | 0.7% | $5,226 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $74.48万 | 0.38% | 27,791 | -3,391 | -10.9% | -$9.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $75.51万 | 0.39% | 25,136 | 461 | 1.9% | $1.38万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $76.82万 | 0.39% | 8,986 | -225 | -2.4% | -$1.92万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $78.37万 | 0.40% | 10,860 | 230 | 2.2% | $1.66万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $78.78万 | 0.40% | 12,600 | 260 | 2.1% | $1.63万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $80.50万 | 0.41% | 3,993 | 10 | 0.3% | $2,016 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $80.85万 | 0.41% | 11,964 | -450 | -3.6% | -$3.04万 | 减仓 |
| TXT | TEXTRON INC | $83.38万 | 0.43% | 9,090 | 147 | 1.6% | $1.35万 | 加仓 |
| LIN | LINDE PLC | $84.07万 | 0.43% | 1,620 | 1,620 | — | $84.07万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $84.97万 | 0.44% | 28,591 | -1,056 | -3.6% | -$3.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $85.96万 | 0.44% | 24,844 | 47 | 0.2% | $1,626 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $86.01万 | 0.44% | 9,991 | 239 | 2.5% | $2.06万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $90.42万 | 0.46% | 1,761 | 4 | 0.2% | $2,054 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $93.28万 | 0.48% | 18,475 | -765 | -4.0% | -$3.86万 | 减仓 |
| ADSK | AUTODESK INC | $94.35万 | 0.48% | 4,853 | 4,853 | — | $94.35万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $95.82万 | 0.49% | 12,299 | -1,990 | -13.9% | -$15.50万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $96.19万 | 0.49% | 11,101 | 23 | 0.2% | $1,993 | 加仓 |
| RTX | RTX CORPORATION | $100.35万 | 0.51% | 5,289 | -1,966 | -27.1% | -$37.30万 | 减仓 |
| TJX | TJX COS INC NEW | $100.89万 | 0.52% | 6,659 | 6,659 | — | $100.89万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $101.36万 | 0.52% | 39,074 | 372 | 1.0% | $9,650 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $104.69万 | 0.54% | 27,137 | 558 | 2.1% | $2.15万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $105.38万 | 0.54% | 25,449 | 4,595 | 22.0% | $19.03万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $107.00万 | 0.55% | 5,497 | 18 | 0.3% | $3,504 | 加仓 |
| PFE | PFIZER INC | $107.93万 | 0.55% | 44,821 | 770 | 1.7% | $1.85万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $115.86万 | 0.59% | 28,320 | 877 | 3.2% | $3.59万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $116.63万 | 0.60% | 27,906 | 669 | 2.5% | $2.80万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $117.65万 | 0.60% | 26,080 | 30 | 0.1% | $1,353 | 加仓 |
| CMI | CUMMINS INC | $118.04万 | 0.61% | 1,655 | 1,655 | — | $118.04万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $118.29万 | 0.61% | 42,587 | -3,626 | -7.8% | -$10.07万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $120.13万 | 0.62% | 19,546 | -3,635 | -15.7% | -$22.34万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $121.55万 | 0.62% | 21,900 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $123.37万 | 0.63% | 12,926 | 23 | 0.2% | $2,195 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $124.18万 | 0.64% | 6,967 | 6,967 | — | $124.18万 | 新建仓 |
| ZALT | INNOVATOR ETFS TRUST | $125.39万 | 0.64% | 37,021 | -622 | -1.7% | -$2.11万 | 减仓 |
| — | EA SERIES TRUST | $126.44万 | 0.65% | 24,059 | -9,875 | -29.1% | -$51.90万 | 减仓 |
| GE | GE AEROSPACE | $128.75万 | 0.66% | 3,445 | -1,935 | -36.0% | -$72.32万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $128.82万 | 0.66% | 1,317 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $130.72万 | 0.67% | 33,093 | 661 | 2.0% | $2.61万 | 加仓 |
| SPGI | S&P GLOBAL INC | $130.93万 | 0.67% | 3,399 | 3,399 | — | $130.93万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $136.07万 | 0.70% | 6,084 | -38 | -0.6% | -$8,499 | 减仓 |