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 |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $54.03万 | 0.31% | 5,168 | 5,168 | — | $54.03万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.69万 | 0.30% | 10,695 | 582 | 5.8% | $2.92万 | 加仓 |
| BCD | ABRDN ETFS | $53.22万 | 0.30% | 14,873 | -856 | -5.4% | -$3.06万 | 减仓 |
| PEP | PEPSICO INC | $50.86万 | 0.29% | 3,275 | -429 | -11.6% | -$6.66万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $50.38万 | 0.29% | 29,396 | 767 | 2.7% | $1.31万 | 加仓 |
| MO | ALTRIA GROUP INC | $49.79万 | 0.28% | 7,545 | 141 | 1.9% | $9,305 | 加仓 |
| COP | CONOCOPHILLIPS | $49.50万 | 0.28% | 3,750 | 620 | 19.8% | $8.18万 | 加仓 |
| KO | COCA COLA CO | $47.68万 | 0.27% | 6,270 | 2,427 | 63.2% | $18.46万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.62万 | 0.25% | 2,299 | 160 | 7.5% | $3.11万 | 加仓 |
| AMGN | AMGEN INC | $42.90万 | 0.24% | 1,219 | 45 | 3.8% | $1.58万 | 加仓 |
| IVV | ISHARES TR | $40.04万 | 0.23% | 613 | 613 | — | $40.04万 | 新建仓 |
| EOG | EOG RES INC | $39.59万 | 0.22% | 2,739 | 212 | 8.4% | $3.06万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $39.54万 | 0.22% | 4,019 | 454 | 12.7% | $4.47万 | 加仓 |
| HD | HOME DEPOT INC | $38.82万 | 0.22% | 1,180 | 126 | 12.0% | $4.14万 | 加仓 |
| ABBV | ABBVIE INC | $38.61万 | 0.22% | 1,775 | 90 | 5.3% | $1.96万 | 加仓 |
| VLO | VALERO ENERGY CORP | $35.37万 | 0.20% | 1,431 | -298 | -17.2% | -$7.36万 | 减仓 |
| OEC | ORION S.A. | $34.09万 | 0.19% | 52,452 | -345 | -0.7% | -$2,242 | 减仓 |
| AOA | ISHARES TR | $33.30万 | 0.19% | 3,763 | 206 | 5.8% | $1.82万 | 加仓 |
| FAST | FASTENAL CO | $30.06万 | 0.17% | 6,478 | 969 | 17.6% | $4.50万 | 加仓 |
| OKE | ONEOK INC NEW | $29.42万 | 0.17% | 3,254 | 423 | 14.9% | $3.82万 | 加仓 |
| HSY | HERSHEY CO | $27.94万 | 0.16% | 1,344 | 1,344 | — | $27.94万 | 新建仓 |
| SLB | SLB LIMITED | $27.28万 | 0.15% | 5,308 | 5,308 | — | $27.28万 | 新建仓 |
| TGT | TARGET CORP | $27.12万 | 0.15% | 2,238 | 2,238 | — | $27.12万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $25.60万 | 0.14% | 1,627 | 1,627 | — | $25.60万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $25.32万 | 0.14% | 5,003 | 243 | 5.1% | $1.23万 | 加仓 |
| F | FORD MTR CO | $25.16万 | 0.14% | 21,804 | -200 | -0.9% | -$2,308 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $22.35万 | 0.13% | 10,965 | 10,965 | — | $22.35万 | 新建仓 |
| GLD | SPDR GOLD TR | $21.30万 | 0.12% | 495 | -107 | -17.8% | -$4.60万 | 减仓 |
| EPS | WISDOMTREE TR | $21.01万 | 0.12% | 3,084 | -675 | -18.0% | -$4.60万 | 减仓 |
| FLO | FLOWERS FOODS INC | $13.30万 | 0.08% | 16,325 | 16,325 | — | $13.30万 | 新建仓 |
| 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 |