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 |
|---|---|---|---|---|---|---|---|---|
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -7,795 | -100.0% | -$169.95万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -3,477 | -100.0% | -$135.32万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -47,162 | -100.0% | -$120.73万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -4,891 | -100.0% | -$99.95万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -26,362 | -100.0% | -$85.12万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -13,112 | -100.0% | -$80.93万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -4,096 | -100.0% | -$75.45万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -9,440 | -100.0% | -$65.63万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -3,280 | -100.0% | -$61.69万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -9,366 | -100.0% | -$25.38万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -479 | -100.0% | -$23.37万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,872 | -100.0% | -$22.90万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -1,034 | -100.0% | -$22.71万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -5,908 | -100.0% | -$20.25万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -3,184 | -100.0% | -$13.28万 | 清仓 |
| FLO | FLOWERS FOODS INC | $13.30万 | 0.08% | 16,325 | 16,325 | — | $13.30万 | 新建仓 |
| EPS | WISDOMTREE TR | $21.01万 | 0.12% | 3,084 | -675 | -18.0% | -$4.60万 | 减仓 |
| GLD | SPDR GOLD TR | $21.30万 | 0.12% | 495 | -107 | -17.8% | -$4.60万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $22.35万 | 0.13% | 10,965 | 10,965 | — | $22.35万 | 新建仓 |
| F | FORD MTR CO | $25.16万 | 0.14% | 21,804 | -200 | -0.9% | -$2,308 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $25.32万 | 0.14% | 5,003 | 243 | 5.1% | $1.23万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $25.60万 | 0.14% | 1,627 | 1,627 | — | $25.60万 | 新建仓 |
| TGT | TARGET CORP | $27.12万 | 0.15% | 2,238 | 2,238 | — | $27.12万 | 新建仓 |
| SLB | SLB LIMITED | $27.28万 | 0.15% | 5,308 | 5,308 | — | $27.28万 | 新建仓 |
| HSY | HERSHEY CO | $27.94万 | 0.16% | 1,344 | 1,344 | — | $27.94万 | 新建仓 |
| OKE | ONEOK INC NEW | $29.42万 | 0.17% | 3,254 | 423 | 14.9% | $3.82万 | 加仓 |
| FAST | FASTENAL CO | $30.06万 | 0.17% | 6,478 | 969 | 17.6% | $4.50万 | 加仓 |
| AOA | ISHARES TR | $33.30万 | 0.19% | 3,763 | 206 | 5.8% | $1.82万 | 加仓 |
| OEC | ORION S.A. | $34.09万 | 0.19% | 52,452 | -345 | -0.7% | -$2,242 | 减仓 |
| VLO | VALERO ENERGY CORP | $35.37万 | 0.20% | 1,431 | -298 | -17.2% | -$7.36万 | 减仓 |
| ABBV | ABBVIE INC | $38.61万 | 0.22% | 1,775 | 90 | 5.3% | $1.96万 | 加仓 |
| HD | HOME DEPOT INC | $38.82万 | 0.22% | 1,180 | 126 | 12.0% | $4.14万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $39.54万 | 0.22% | 4,019 | 454 | 12.7% | $4.47万 | 加仓 |
| EOG | EOG RES INC | $39.59万 | 0.22% | 2,739 | 212 | 8.4% | $3.06万 | 加仓 |
| IVV | ISHARES TR | $40.04万 | 0.23% | 613 | 613 | — | $40.04万 | 新建仓 |
| AMGN | AMGEN INC | $42.90万 | 0.24% | 1,219 | 45 | 3.8% | $1.58万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.62万 | 0.25% | 2,299 | 160 | 7.5% | $3.11万 | 加仓 |
| KO | COCA COLA CO | $47.68万 | 0.27% | 6,270 | 2,427 | 63.2% | $18.46万 | 加仓 |
| COP | CONOCOPHILLIPS | $49.50万 | 0.28% | 3,750 | 620 | 19.8% | $8.18万 | 加仓 |
| MO | ALTRIA GROUP INC | $49.79万 | 0.28% | 7,545 | 141 | 1.9% | $9,305 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $50.38万 | 0.29% | 29,396 | 767 | 2.7% | $1.31万 | 加仓 |
| PEP | PEPSICO INC | $50.86万 | 0.29% | 3,275 | -429 | -11.6% | -$6.66万 | 减仓 |
| BCD | ABRDN ETFS | $53.22万 | 0.30% | 14,873 | -856 | -5.4% | -$3.06万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.69万 | 0.30% | 10,695 | 582 | 5.8% | $2.92万 | 加仓 |
| NOW | SERVICENOW INC | $54.03万 | 0.31% | 5,168 | 5,168 | — | $54.03万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $55.68万 | 0.32% | 9,181 | 1,579 | 20.8% | $9.58万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $58.82万 | 0.33% | 12,734 | -7,349 | -36.6% | -$33.95万 | 减仓 |
| V | VISA INC | $58.84万 | 0.33% | 1,947 | -3,202 | -62.2% | -$96.77万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $60.53万 | 0.34% | 21,497 | -58 | -0.3% | -$1,633 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $62.02万 | 0.35% | 26,050 | -607 | -2.3% | -$1.45万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $63.24万 | 0.36% | 6,729 | -120 | -1.8% | -$1.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $66.49万 | 0.38% | 24,675 | -205 | -0.8% | -$5,524 | 减仓 |
| — | INNOVATOR ETFS TRUST | $66.62万 | 0.38% | 20,850 | -428 | -2.0% | -$1.37万 | 减仓 |
| BRO | BROWN & BROWN INC | $67.18万 | 0.38% | 10,302 | 10,302 | — | $67.18万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $68.81万 | 0.39% | 31,973 | -2,724 | -7.9% | -$5.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $69.33万 | 0.39% | 3,408 | 388 | 12.8% | $7.89万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $69.55万 | 0.39% | 12,340 | 48 | 0.4% | $2,706 | 加仓 |
| VXUS | VANGUARD STAR FDS | $71.03万 | 0.40% | 9,211 | -1,190 | -11.4% | -$9.18万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $76.46万 | 0.43% | 10,630 | 10,630 | — | $76.46万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.49万 | 0.43% | 5,229 | 1,925 | 58.3% | $28.16万 | 加仓 |
| QCOM | QUALCOMM INC | $76.55万 | 0.43% | 5,944 | -4,599 | -43.6% | -$59.23万 | 减仓 |
| TXT | TEXTRON INC | $78.30万 | 0.44% | 8,943 | 90 | 1.0% | $7,880 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $78.56万 | 0.44% | 3,214 | 3,214 | — | $78.56万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $79.34万 | 0.45% | 12,414 | 1,581 | 14.6% | $10.10万 | 加仓 |
| ZTS | ZOETIS INC | $79.56万 | 0.45% | 6,730 | 20 | 0.3% | $2,364 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $80.29万 | 0.45% | 31,182 | -1,506 | -4.6% | -$3.88万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $81.31万 | 0.46% | 24,797 | -327 | -1.3% | -$1.07万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $83.01万 | 0.47% | 29,647 | -1,658 | -5.3% | -$4.64万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $83.25万 | 0.47% | 3,983 | -31 | -0.8% | -$6,480 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $84.34万 | 0.48% | 1,760 | -3,295 | -65.2% | -$157.90万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $86.63万 | 0.49% | 20,854 | 20,854 | — | $86.63万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $87.14万 | 0.49% | 11,078 | 110 | 1.0% | $8,653 | 加仓 |
| MA | MASTERCARD INCORPORATED | $87.77万 | 0.50% | 1,757 | -1,942 | -52.5% | -$97.01万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $88.18万 | 0.50% | 9,752 | 195 | 2.0% | $1.76万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $89.81万 | 0.51% | 9,173 | -17 | -0.2% | -$1,664 | 减仓 |
| MAS | MASCO CORP | $91.59万 | 0.52% | 15,171 | 15,171 | — | $91.59万 | 新建仓 |
| META | META PLATFORMS INC | $92.36万 | 0.52% | 1,614 | -2,172 | -57.4% | -$124.28万 | 减仓 |
| LEN | LENNAR CORP | $92.70万 | 0.52% | 10,675 | -1,179 | -9.9% | -$10.24万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $94.12万 | 0.53% | 26,579 | -893 | -3.3% | -$3.16万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $95.56万 | 0.54% | 5,036 | 5,036 | — | $95.56万 | 新建仓 |
| NFLX | NETFLIX INC. | $96.53万 | 0.55% | 10,039 | 10,039 | — | $96.53万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $96.91万 | 0.55% | 19,240 | -6,064 | -24.0% | -$30.54万 | 减仓 |
| CRM | SALESFORCE INC | $100.45万 | 0.57% | 5,381 | 5,381 | — | $100.45万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $104.02万 | 0.59% | 3,079 | 3,079 | — | $104.02万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $105.57万 | 0.60% | 27,443 | 371 | 1.4% | $1.43万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $106.06万 | 0.60% | 27,237 | -64 | -0.2% | -$2,492 | 减仓 |
| NEM | NEWMONT CORP | $108.68万 | 0.62% | 10,040 | -2,206 | -18.0% | -$23.88万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $108.93万 | 0.62% | 4,026 | 2,187 | 118.9% | $59.17万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $112.04万 | 0.63% | 5,479 | -49 | -0.9% | -$1.00万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $112.04万 | 0.63% | 14,289 | -9,718 | -40.5% | -$76.20万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $114.19万 | 0.65% | 6,122 | -151 | -2.4% | -$2.82万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $116.96万 | 0.66% | 38,702 | -7,914 | -17.0% | -$23.92万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $117.90万 | 0.67% | 1,317 | -32 | -2.4% | -$2.86万 | 减仓 |
| USB | US BANCORP | $118.44万 | 0.67% | 22,772 | -320 | -1.4% | -$1.66万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $118.62万 | 0.67% | 6,073 | -99 | -1.6% | -$1.93万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $118.98万 | 0.67% | 46,213 | -532 | -1.1% | -$1.37万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $120.87万 | 0.68% | 32,432 | -37 | -0.1% | -$1,379 | 减仓 |
| PYLD | PIMCO ETF TR | $121.78万 | 0.69% | 46,480 | 46,480 | — | $121.78万 | 新建仓 |