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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $138.21万 | 0.71% | 22,882 | 110 | 0.5% | $6,644 | 加仓 |
| ORCL | ORACLE CORP | $138.68万 | 0.71% | 9,463 | -1,214 | -11.4% | -$17.79万 | 减仓 |
| DE | DEERE & CO | $142.41万 | 0.73% | 2,245 | 17 | 0.8% | $1.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $143.35万 | 0.74% | 3,308 | 3,308 | — | $143.35万 | 新建仓 |
| QCOM | QUALCOMM INC | $147.50万 | 0.76% | 7,982 | 2,038 | 34.3% | $37.66万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $148.97万 | 0.76% | 10,196 | 244 | 2.5% | $3.57万 | 加仓 |
| BA | BOEING CO | $149.23万 | 0.77% | 6,894 | 64 | 0.9% | $1.39万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $151.04万 | 0.78% | 5,371 | -5,302 | -49.7% | -$149.10万 | 减仓 |
| WMT | WALMART INC | $152.68万 | 0.78% | 13,480 | -5,631 | -29.5% | -$63.78万 | 减仓 |
| C | CITIGROUP INC | $154.72万 | 0.79% | 11,054 | -7,767 | -41.3% | -$108.71万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $154.73万 | 0.79% | 10,700 | -9,565 | -47.2% | -$138.31万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $156.08万 | 0.80% | 36,180 | -1,299 | -3.5% | -$5.60万 | 减仓 |
| TEX | TEREX CORP NEW | $161.06万 | 0.83% | 22,249 | 131 | 0.6% | $9,483 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $161.76万 | 0.83% | 3,175 | -34 | -1.1% | -$1.73万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $163.90万 | 0.84% | 13,774 | 4,601 | 50.2% | $54.75万 | 加仓 |
| COHR | COHERENT CORP | $164.34万 | 0.84% | 4,166 | -2,105 | -33.6% | -$83.04万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $165.39万 | 0.85% | 6,512 | 3,298 | 102.6% | $83.76万 | 加仓 |
| V | VISA INC | $167.16万 | 0.86% | 4,872 | 2,925 | 150.2% | $100.36万 | 加仓 |
| PYLD | PIMCO ETF TR | $169.19万 | 0.87% | 63,799 | 17,319 | 37.3% | $45.93万 | 加仓 |
| MS | MORGAN STANLEY | $170.91万 | 0.88% | 8,176 | 8,176 | — | $170.91万 | 新建仓 |
| CB | CHUBB LIMITED | $171.49万 | 0.88% | 5,033 | 5,033 | — | $171.49万 | 新建仓 |
| APH | AMPHENOL CORP | $173.90万 | 0.89% | 9,863 | 9,863 | — | $173.90万 | 新建仓 |
| BPOP | POPULAR INC | $175.33万 | 0.90% | 10,679 | 32 | 0.3% | $5,254 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $175.56万 | 0.90% | 5,363 | -1,919 | -26.4% | -$62.82万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $176.95万 | 0.91% | 6,043 | -30 | -0.5% | -$8,784 | 减仓 |
| IEX | IDEX CORP | $178.64万 | 0.92% | 7,871 | 7,871 | — | $178.64万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $181.04万 | 0.93% | 1,790 | 150 | 9.1% | $15.17万 | 加仓 |
| NEM | NEWMONT CORP | $184.98万 | 0.95% | 19,805 | 9,765 | 97.3% | $91.21万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $188.38万 | 0.97% | 1,632 | -1,447 | -47.0% | -$167.03万 | 减仓 |
| LOW | LOWES COS INC | $190.61万 | 0.98% | 8,645 | 8,645 | — | $190.61万 | 新建仓 |
| KO | COCA COLA CO | $191.99万 | 0.99% | 23,624 | 17,354 | 276.8% | $141.04万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $202.12万 | 1.04% | 14,774 | 14,774 | — | $202.12万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $207.34万 | 1.06% | 16,380 | 16,380 | — | $207.34万 | 新建仓 |
| LLY | ELI LILLY & CO | $207.64万 | 1.07% | 1,731 | -178 | -9.3% | -$21.35万 | 减仓 |
| AVGO | BROADCOM INC | $208.58万 | 1.07% | 5,522 | -1,433 | -20.6% | -$54.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $212.11万 | 1.09% | 5,732 | -237 | -4.0% | -$8.77万 | 减仓 |
| SYK | STRYKER CORPORATION | $216.17万 | 1.11% | 6,866 | 6,866 | — | $216.17万 | 新建仓 |
| IEFA | ISHARES TR | $216.30万 | 1.11% | 22,396 | -3,423 | -13.3% | -$33.06万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $218.13万 | 1.12% | 97,949 | 97,949 | — | $218.13万 | 新建仓 |
| MCO | MOODYS CORP | $221.53万 | 1.14% | 4,891 | 4,891 | — | $221.53万 | 新建仓 |
| GLW | CORNING INC | $233.19万 | 1.20% | 9,129 | -29,975 | -76.7% | -$765.66万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $234.54万 | 1.20% | 10,473 | 10,473 | — | $234.54万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $234.95万 | 1.21% | 64,318 | -229 | -0.4% | -$8,365 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $238.79万 | 1.23% | 4,772 | 3,012 | 171.1% | $150.72万 | 加仓 |
| ABBV | ABBVIE INC | $252.95万 | 1.30% | 10,052 | 8,277 | 466.3% | $208.28万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $279.60万 | 1.43% | 45,994 | -5 | -0.0% | -$304 | 减仓 |
| TSLA | TESLA INC | $284.54万 | 1.46% | 6,765 | -41 | -0.6% | -$1.72万 | 减仓 |
| AMZN | AMAZON COM INC | $291.16万 | 1.49% | 12,216 | -3,672 | -23.1% | -$87.52万 | 减仓 |
| META | META PLATFORMS INC | $314.62万 | 1.61% | 5,585 | 3,971 | 246.0% | $223.70万 | 加仓 |
| CAT | CATERPILLAR INC | $324.58万 | 1.67% | 3,048 | 1,286 | 73.0% | $136.95万 | 加仓 |
| GOOGL | ALPHABET INC | $331.37万 | 1.70% | 9,272 | -5,201 | -35.9% | -$185.88万 | 减仓 |
| CSCO | CISCO SYS INC | $392.65万 | 2.01% | 33,428 | 1,041 | 3.2% | $12.23万 | 加仓 |
| MSFT | MICROSOFT CORP | $467.85万 | 2.40% | 12,542 | 1,187 | 10.5% | $44.28万 | 加仓 |
| BOND | PIMCO ETF TR | $529.18万 | 2.72% | 57,389 | -1,308 | -2.2% | -$12.06万 | 减仓 |
| AAPL | APPLE INC | $714.05万 | 3.66% | 24,677 | -39 | -0.2% | -$1.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $726.00万 | 3.73% | 36,284 | -3,082 | -7.8% | -$61.67万 | 减仓 |
| STXF | EA SERIES TRUST | $864.58万 | 4.44% | 179,003 | -7,026 | -3.8% | -$33.94万 | 减仓 |