SECURED RETIREMENT ADVISORS, LLC
ST LOUIS PARK MN · SEC CIK 0002012356
$1.77亿2026Q1 申报市值
130持仓数
28.5%前十大占比 · 第一大 4.4%
22 / 15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
GE 新建仓+$152.67万
GS 新建仓+$138.74万
CLX 新建仓+$133.71万
TSLA 加仓+$124.61万
PFE 新建仓+$123.70万
2026Q1 卖出最多 按季末市值估算
UHS 清仓-$169.95万
BRK/B 减仓-$157.90万
TT 清仓-$135.32万
META 减仓-$124.28万
SONY 清仓-$120.73万
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 |
|---|---|---|---|---|---|---|---|---|
| ZALT | INNOVATOR ETFS TRUST | $122.19万 | 0.69% | 37,643 | -178 | -0.5% | -$5,778 | 减仓 |
| PFE | PFIZER INC | $123.70万 | 0.70% | 44,051 | 44,051 | — | $123.70万 | 新建仓 |
| CAT | CATERPILLAR INC | $124.83万 | 0.71% | 1,762 | -793 | -31.0% | -$56.18万 | 减仓 |
| DE | DEERE & CO | $125.50万 | 0.71% | 2,228 | -22 | -1.0% | -$1.24万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $128.70万 | 0.73% | 23,181 | -994 | -4.1% | -$5.52万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $130.32万 | 0.74% | 9,952 | -253 | -2.5% | -$3.31万 | 减仓 |
| TEX | TEREX CORP NEW | $130.72万 | 0.74% | 22,118 | -453 | -2.0% | -$2.68万 | 减仓 |
| — | EA SERIES TRUST | $132.61万 | 0.75% | 33,934 | -1,943 | -5.4% | -$7.59万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $133.70万 | 0.76% | 21,900 | -325 | -1.5% | -$1.98万 | 减仓 |
| CLX | CLOROX CO DEL | $133.71万 | 0.76% | 12,903 | 12,903 | — | $133.71万 | 新建仓 |
| BA | BOEING CO | $135.94万 | 0.77% | 6,830 | -71 | -1.0% | -$1.41万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $138.74万 | 0.79% | 1,640 | 1,640 | — | $138.74万 | 新建仓 |
| RTX | RTX CORPORATION | $139.95万 | 0.79% | 7,255 | -644 | -8.2% | -$12.42万 | 减仓 |
| BPOP | POPULAR INC | $142.85万 | 0.81% | 10,647 | -109 | -1.0% | -$1.46万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $147.78万 | 0.84% | 37,479 | -2,058 | -5.2% | -$8.11万 | 减仓 |
| COHR | COHERENT CORP | $149.38万 | 0.85% | 6,271 | -2,876 | -31.4% | -$68.51万 | 减仓 |
| GE | GE AEROSPACE | $152.67万 | 0.86% | 5,380 | 5,380 | — | $152.67万 | 新建仓 |
| ORCL | ORACLE CORP | $157.07万 | 0.89% | 10,677 | 2,908 | 37.4% | $42.78万 | 加仓 |
| LLY | ELI LILLY & CO | $175.60万 | 0.99% | 1,909 | 63 | 3.4% | $5.79万 | 加仓 |
| YUM | YUM BRANDS INC | $180.16万 | 1.02% | 11,588 | 453 | 4.1% | $7.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $191.49万 | 1.08% | 5,969 | -333 | -5.3% | -$10.68万 | 减仓 |
| CVX | CHEVRON CORPORATION | $193.96万 | 1.10% | 9,374 | -654 | -6.5% | -$13.53万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $193.96万 | 1.10% | 3,209 | 81 | 2.6% | $4.90万 | 加仓 |
| C | CITIGROUP INC | $213.45万 | 1.21% | 18,821 | 2,567 | 15.8% | $29.11万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $214.22万 | 1.21% | 7,282 | -1,100 | -13.1% | -$32.36万 | 减仓 |
| AVGO | BROADCOM INC | $215.28万 | 1.22% | 6,955 | -1,607 | -18.8% | -$49.74万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $217.98万 | 1.23% | 64,547 | -1,027 | -1.6% | -$3.47万 | 减仓 |
| IEFA | ISHARES TR | $233.74万 | 1.32% | 25,819 | -712 | -2.7% | -$6.45万 | 减仓 |
| WMT | WALMART INC | $237.52万 | 1.34% | 19,111 | 1,406 | 7.9% | $17.47万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $240.41万 | 1.36% | 20,265 | 274 | 1.4% | $3.25万 | 加仓 |
| CSCO | CISCO SYS INC | $251.29万 | 1.42% | 32,387 | 10,871 | 50.5% | $84.35万 | 加仓 |
| TSLA | TESLA INC | $253.01万 | 1.43% | 6,806 | 3,352 | 97.0% | $124.61万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $258.71万 | 1.46% | 10,673 | 3,746 | 54.1% | $90.80万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $260.26万 | 1.47% | 45,999 | -2,323 | -4.8% | -$13.14万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $267.77万 | 1.52% | 10,287 | 146 | 1.4% | $3.80万 | 加仓 |
| MRK | MERCK & CO INC | $287.46万 | 1.63% | 23,897 | -244 | -1.0% | -$2.94万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $310.24万 | 1.76% | 36,400 | -229 | -0.6% | -$1.95万 | 减仓 |
| — | EXXON MOBIL CORP | $319.18万 | 1.81% | 18,813 | -113 | -0.6% | -$1.92万 | 减仓 |
| AMZN | AMAZON COM INC | $330.90万 | 1.87% | 15,888 | -632 | -3.8% | -$13.16万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $375.31万 | 2.12% | 33,161 | -473 | -1.4% | -$5.35万 | 减仓 |
| GOOGL | ALPHABET INC | $416.19万 | 2.36% | 14,473 | 445 | 3.2% | $12.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $420.34万 | 2.38% | 11,355 | -3,132 | -21.6% | -$115.94万 | 减仓 |
| GLW | CORNING INC | $531.70万 | 3.01% | 39,104 | -7,766 | -16.6% | -$105.60万 | 减仓 |
| BOND | PIMCO ETF TR | $541.66万 | 3.07% | 58,697 | -668 | -1.1% | -$6.16万 | 减仓 |
| AAPL | APPLE INC | $627.28万 | 3.55% | 24,716 | -523 | -2.1% | -$13.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $686.55万 | 3.89% | 39,366 | -298 | -0.8% | -$5.20万 | 减仓 |
| STXF | EA SERIES TRUST | $780.76万 | 4.42% | 186,029 | -9,925 | -5.1% | -$41.66万 | 减仓 |