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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $65.04万 | 0.33% | 28,097 | -3,876 | -12.1% | -$8.97万 | 减仓 |
| MRK | MERCK & CO INC | $61.85万 | 0.32% | 4,813 | -19,084 | -79.9% | -$245.25万 | 减仓 |
| HD | HOME DEPOT INC | $61.06万 | 0.31% | 1,731 | 551 | 46.7% | $19.44万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $57.96万 | 0.30% | 27,881 | 16,916 | 154.3% | $35.17万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $57.11万 | 0.29% | 1,374 | -2,652 | -65.9% | -$110.23万 | 减仓 |
| CVX | CHEVRON CORPORATION | $55.42万 | 0.28% | 3,343 | -6,031 | -64.3% | -$99.98万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $54.95万 | 0.28% | 26,753 | 26,753 | — | $54.95万 | 新建仓 |
| MO | ALTRIA GROUP INC | $54.62万 | 0.28% | 7,592 | 47 | 0.6% | $3,382 | 加仓 |
| PEP | PEPSICO INC | $54.43万 | 0.28% | 4,020 | 745 | 22.7% | $10.09万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $52.54万 | 0.27% | 12,408 | 1,713 | 16.0% | $7.25万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $50.89万 | 0.26% | 8,833 | -348 | -3.8% | -$2.01万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $50.04万 | 0.26% | 30,717 | 1,321 | 4.5% | $2.15万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $49.47万 | 0.25% | 12,502 | -232 | -1.8% | -$9,180 | 减仓 |
| BCD | ABRDN ETFS | $48.79万 | 0.25% | 14,287 | -586 | -3.9% | -$2.00万 | 减仓 |
| AMGN | AMGEN INC | $47.12万 | 0.24% | 1,301 | 82 | 6.7% | $2.97万 | 加仓 |
| COP | CONOCOPHILLIPS | $46.19万 | 0.24% | 4,443 | 693 | 18.5% | $7.20万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $38.02万 | 0.20% | 4,190 | -6,735 | -61.6% | -$61.11万 | 重新持有 |
| AOA | ISHARES TR | $37.78万 | 0.19% | 3,870 | 107 | 2.8% | $1.04万 | 加仓 |
| ZTS | ZOETIS INC | $37.58万 | 0.19% | 5,230 | -1,500 | -22.3% | -$10.78万 | 减仓 |
| EOG | EOG RES INC | $36.83万 | 0.19% | 2,839 | 100 | 3.7% | $1.30万 | 加仓 |
| OEC | ORION S.A. | $34.36万 | 0.18% | 51,818 | -634 | -1.2% | -$4,203 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $34.09万 | 0.17% | 3,171 | -848 | -21.1% | -$9.12万 | 减仓 |
| TGT | TARGET CORP | $33.57万 | 0.17% | 2,570 | 332 | 14.8% | $4.34万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $32.59万 | 0.17% | 13,275 | -18,250 | -57.9% | -$44.80万 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $29.89万 | 0.15% | 2,038 | 2,038 | — | $29.89万 | 新建仓 |
| FAST | FASTENAL CO | $29.44万 | 0.15% | 6,130 | -348 | -5.4% | -$1.67万 | 减仓 |
| OKE | ONEOK INC NEW | $29.01万 | 0.15% | 3,336 | 82 | 2.5% | $7,130 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $28.93万 | 0.15% | 2,325 | 2,325 | — | $28.93万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $26.66万 | 0.14% | 2,429 | 2,429 | — | $26.66万 | 新建仓 |
| BX | BLACKSTONE INC | $26.58万 | 0.14% | 2,259 | 2,259 | — | $26.58万 | 新建仓 |
| EPS | WISDOMTREE TR | $23.99万 | 0.12% | 3,084 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $22.80万 | 0.12% | 2,319 | 2,319 | — | $22.80万 | 新建仓 |
| SLB | SLB LIMITED | $22.52万 | 0.12% | 4,845 | -463 | -8.7% | -$2.15万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $22.03万 | 0.11% | 3,908 | 3,908 | — | $22.03万 | 新建仓 |
| 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 |