Golden Reserve Retirement LLC
DUBLIN OH · SEC CIK 0002066488
$4.85亿2026Q1 申报市值
104持仓数
89.8%前十大占比 · 第一大 26.3%
22 / 43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
ZROZ 加仓+$70.61万
BSCU 加仓+$62.14万
BSCY 加仓+$62.06万
BSCW 加仓+$61.83万
BSCX 加仓+$61.36万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$550.06万
AVGO 减仓-$443.82万
SCHD 减仓-$343.30万
QQQ 减仓-$309.37万
SPY 清仓-$276.13万
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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $41.55万 | 0.09% | 432 | 232 | 116.0% | $22.31万 | 加仓 |
| MS | MORGAN STANLEY | $41.64万 | 0.09% | 2,530 | 541 | 27.2% | $8.90万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.23万 | 0.09% | 2,924 | -4,302 | -59.5% | -$62.14万 | 减仓 |
| KO | COCA COLA CO | $43.93万 | 0.09% | 5,776 | 1,866 | 47.7% | $14.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.04万 | 0.09% | 442 | -718 | -61.9% | -$71.54万 | 减仓 |
| CSCO | CISCO SYS INC | $44.12万 | 0.09% | 5,686 | -86 | -1.5% | -$6,673 | 减仓 |
| PEP | PEPSICO INC | $44.72万 | 0.09% | 2,880 | 118 | 4.3% | $1.83万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.39万 | 0.10% | 572 | 157 | 37.8% | $13.28万 | 加仓 |
| PGR | PROGRESSIVE CORP | $51.32万 | 0.11% | 2,589 | 2,589 | — | $51.32万 | 新建仓 |
| ONEZ | ELEVATION SERIES TRUST | $51.74万 | 0.11% | 20,667 | 12,553 | 154.7% | $31.43万 | 加仓 |
| MCD | MCDONALDS CORP | $53.67万 | 0.11% | 1,727 | 812 | 88.7% | $25.24万 | 加仓 |
| BAC | BANK AMERICA CORP | $54.66万 | 0.11% | 11,212 | 4,435 | 65.4% | $21.62万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $54.72万 | 0.11% | 28,016 | 14,828 | 112.4% | $28.96万 | 加仓 |
| V | VISA INC | $55.37万 | 0.11% | 1,832 | 591 | 47.6% | $17.86万 | 加仓 |
| LLY | ELI LILLY & CO | $61.07万 | 0.13% | 664 | -610 | -47.9% | -$56.11万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $61.30万 | 0.13% | 18,349 | 3,182 | 21.0% | $10.63万 | 加仓 |
| CVX | CHEVRON CORPORATION | $62.59万 | 0.13% | 3,025 | -83 | -2.7% | -$1.72万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $64.10万 | 0.13% | 30,381 | 17,508 | 136.0% | $36.94万 | 加仓 |
| WMT | WALMART INC | $64.28万 | 0.13% | 5,172 | -428 | -7.6% | -$5.32万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $64.81万 | 0.13% | 34,729 | 19,728 | 131.5% | $36.81万 | 加仓 |
| HYS | PIMCO ETF TR | $65.07万 | 0.13% | 6,976 | 4,011 | 135.3% | $37.41万 | 加仓 |
| IBHF | ISHARES TR | $65.34万 | 0.13% | 28,472 | 16,283 | 133.6% | $37.37万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $66.02万 | 0.14% | 2,701 | -1,089 | -28.7% | -$26.62万 | 减仓 |
| — | EXXON MOBIL CORP | $68.86万 | 0.14% | 4,059 | -1,761 | -30.3% | -$29.88万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.51万 | 0.18% | 1,868 | -564 | -23.2% | -$27.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $91.54万 | 0.19% | 3,112 | -638 | -17.0% | -$18.77万 | 减仓 |
| TSLA | TESLA INC | $93.16万 | 0.19% | 2,506 | 63 | 2.6% | $2.34万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $94.27万 | 0.19% | 35,467 | 6,188 | 21.1% | $16.45万 | 加仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $105.85万 | 0.22% | 51,585 | 29,723 | 136.0% | $60.99万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $106.05万 | 0.22% | 50,144 | 29,013 | 137.3% | $61.36万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $106.39万 | 0.22% | 63,631 | 37,167 | 140.4% | $62.14万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $106.58万 | 0.22% | 64,748 | 37,203 | 135.1% | $61.24万 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $106.75万 | 0.22% | 51,574 | 29,984 | 138.9% | $62.06万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $107.07万 | 0.22% | 52,006 | 30,033 | 136.7% | $61.83万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $113.68万 | 0.23% | 31,978 | 5,735 | 21.9% | $20.39万 | 加仓 |
| META | META PLATFORMS INC | $115.92万 | 0.24% | 2,026 | 603 | 42.4% | $34.50万 | 加仓 |
| ZROZ | PIMCO ETF TR | $118.66万 | 0.24% | 18,537 | 11,031 | 147.0% | $70.61万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $120.19万 | 0.25% | 42,098 | 7,763 | 22.6% | $22.16万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $141.51万 | 0.29% | 45,061 | 8,115 | 22.0% | $25.49万 | 加仓 |
| GOOG | ALPHABET INC | $142.43万 | 0.29% | 4,965 | 1,315 | 36.0% | $37.72万 | 加仓 |
| AVGO | BROADCOM INC | $142.43万 | 0.29% | 4,602 | -14,340 | -75.7% | -$443.82万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $149.95万 | 0.31% | 37,380 | 6,595 | 21.4% | $26.46万 | 加仓 |
| GOOGL | ALPHABET INC | $155.08万 | 0.32% | 5,393 | 228 | 4.4% | $6.56万 | 加仓 |
| AMZN | AMAZON COM INC | $199.27万 | 0.41% | 9,568 | -26 | -0.3% | -$5,415 | 减仓 |
| MSFT | MICROSOFT CORP | $252.09万 | 0.52% | 6,810 | -3,723 | -35.3% | -$137.81万 | 减仓 |
| AAPL | APPLE INC | $336.17万 | 0.69% | 13,246 | -1,647 | -11.1% | -$41.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $389.69万 | 0.80% | 22,345 | -4,125 | -15.6% | -$71.94万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $4,364.30万 | 9.00% | 1,500,790 | -73,412 | -4.7% | -$213.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6,242.75万 | 12.88% | 108,160 | -5,360 | -4.7% | -$309.37万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $7,018.52万 | 14.48% | 2,287,654 | -111,896 | -4.7% | -$343.30万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.18亿 | 24.41% | 4,061,494 | -46,059 | -1.1% | -$134.17万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.27亿 | 26.30% | 397,278 | -17,146 | -4.1% | -$550.06万 | 减仓 |