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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -4,049 | -100.0% | -$276.13万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -19,733 | -100.0% | -$180.32万 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -48,927 | -100.0% | -$117.62万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -3,016 | -100.0% | -$97.73万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,655 | -100.0% | -$95.82万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -1,184 | -100.0% | -$81.07万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -2,412 | -100.0% | -$69.64万 | 清仓 |
| NUE | NUCOR CORP | $0 | 0.00% | 0 | -4,236 | -100.0% | -$69.10万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -9,632 | -100.0% | -$63.10万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -2,240 | -100.0% | -$57.78万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -7,160 | -100.0% | -$56.82万 | 清仓 |
| SCHX | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19,283 | -100.0% | -$51.89万 | 清仓 |
| BILZ | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -967 | -100.0% | -$47.17万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,574 | -100.0% | -$46.96万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -9,006 | -100.0% | -$45.56万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -955 | -100.0% | -$45.20万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -4,677 | -100.0% | -$41.84万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -4,143 | -100.0% | -$39.01万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,436 | -100.0% | -$37.79万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -5,030 | -100.0% | -$34.92万 | 清仓 |
| — | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -14,567 | -100.0% | -$34.92万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -4,274 | -100.0% | -$34.69万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -2,374 | -100.0% | -$34.08万 | 清仓 |
| SCHM | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -11,322 | -100.0% | -$34.05万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -667 | -100.0% | -$32.05万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,609 | -100.0% | -$30.71万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -391 | -100.0% | -$29.50万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,897 | -100.0% | -$29.37万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,480 | -100.0% | -$28.87万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -4,327 | -100.0% | -$28.56万 | 清仓 |
| CSHI | NEOS ETF TRUST | $0 | 0.00% | 0 | -5,735 | -100.0% | -$28.52万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,265 | -100.0% | -$27.80万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,453 | -100.0% | -$27.76万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -875 | -100.0% | -$26.59万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -820 | -100.0% | -$23.60万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | -1,564 | -100.0% | -$23.26万 | 清仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -456 | -100.0% | -$22.06万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,133 | -100.0% | -$21.30万 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -2,787 | -100.0% | -$21.03万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -11,947 | -100.0% | -$20.73万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,726 | -100.0% | -$20.61万 | 清仓 |
| DFAU | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,287 | -100.0% | -$20.06万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -10,509 | -100.0% | -$17.97万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.80万 | 0.04% | 2,514 | -1,018 | -28.8% | -$8.42万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $20.88万 | 0.04% | 1,498 | 1,498 | — | $20.88万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $21.03万 | 0.04% | 1,153 | 1,153 | — | $21.03万 | 新建仓 |
| BA | BOEING CO | $21.38万 | 0.04% | 1,074 | 1,074 | — | $21.38万 | 新建仓 |
| INTC | INTEL CORP | $21.77万 | 0.04% | 4,933 | 4,933 | — | $21.77万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.85万 | 0.05% | 474 | 474 | — | $21.85万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $22.20万 | 0.05% | 248 | -10 | -3.9% | -$8,952 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $22.73万 | 0.05% | 2,310 | 2,310 | — | $22.73万 | 新建仓 |
| MDT | MEDTRONIC PLC | $23.18万 | 0.05% | 2,675 | 2,675 | — | $23.18万 | 新建仓 |
| SYK | STRYKER CORPORATION | $23.19万 | 0.05% | 706 | 77 | 12.2% | $2.53万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $23.45万 | 0.05% | 5,900 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $23.60万 | 0.05% | 2,541 | -125 | -4.7% | -$1.16万 | 减仓 |
| CRM | SALESFORCE INC | $24.85万 | 0.05% | 1,331 | 539 | 68.1% | $10.06万 | 加仓 |
| TXN | TEXAS INSTRS INC | $25.51万 | 0.05% | 1,314 | 1,314 | — | $25.51万 | 新建仓 |
| T | AT&T INC | $26.16万 | 0.05% | 9,025 | 944 | 11.7% | $2.74万 | 加仓 |
| APH | AMPHENOL CORP | $26.28万 | 0.05% | 2,080 | 2,080 | — | $26.28万 | 新建仓 |
| CMI | CUMMINS INC | $26.42万 | 0.05% | 491 | 491 | — | $26.42万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $26.54万 | 0.05% | 2,027 | 2,027 | — | $26.54万 | 新建仓 |
| TMUS | T-MOBILE US INC | $26.59万 | 0.05% | 1,266 | 1,266 | — | $26.59万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $26.81万 | 0.06% | 2,045 | -732 | -26.4% | -$9.60万 | 减仓 |
| UNP | UNION PAC CORP | $27.73万 | 0.06% | 1,143 | 1,143 | — | $27.73万 | 新建仓 |
| RTX | RTX CORPORATION | $28.31万 | 0.06% | 1,468 | -1,466 | -50.0% | -$28.27万 | 减仓 |
| AMAT | APPLIED MATLS INC | $28.40万 | 0.06% | 831 | 831 | — | $28.40万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.24万 | 0.06% | 1,405 | 258 | 22.5% | $5.37万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.43万 | 0.06% | 1,087 | 8 | 0.7% | $2,166 | 加仓 |
| DIS | DISNEY WALT CO | $29.97万 | 0.06% | 3,110 | -2,261 | -42.1% | -$21.79万 | 减仓 |
| LOW | LOWES COS INC | $29.98万 | 0.06% | 1,269 | -96 | -7.0% | -$2.27万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $30.04万 | 0.06% | 1,515 | 1,515 | — | $30.04万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $30.74万 | 0.06% | 1,859 | 519 | 38.7% | $8.58万 | 加仓 |
| MRK | MERCK & CO INC | $31.68万 | 0.07% | 2,634 | 420 | 19.0% | $5.05万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.70万 | 0.07% | 645 | 645 | — | $31.70万 | 新建仓 |
| ORCL | ORACLE CORP | $31.76万 | 0.07% | 2,159 | -3,003 | -58.2% | -$44.18万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.19万 | 0.07% | 1,328 | -2,346 | -63.9% | -$56.86万 | 减仓 |
| NFLX | NETFLIX INC. | $32.52万 | 0.07% | 3,382 | 64 | 1.9% | $6,154 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $32.91万 | 0.07% | 1,088 | 501 | 85.3% | $15.15万 | 加仓 |
| WFC | WELLS FARGO & CO | $33.64万 | 0.07% | 4,225 | 1,179 | 38.7% | $9.39万 | 加仓 |
| GE | GE AEROSPACE | $33.94万 | 0.07% | 1,196 | -167 | -12.3% | -$4.74万 | 减仓 |
| LIN | LINDE PLC | $33.96万 | 0.07% | 685 | 685 | — | $33.96万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $34.67万 | 0.07% | 815 | 815 | — | $34.67万 | 新建仓 |
| C | CITIGROUP INC | $34.73万 | 0.07% | 3,062 | 3,062 | — | $34.73万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $35.16万 | 0.07% | 11,248 | 1,953 | 21.0% | $6.11万 | 加仓 |
| CAT | CATERPILLAR INC | $35.56万 | 0.07% | 502 | -75 | -13.0% | -$5.31万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $36.77万 | 0.08% | 3,581 | -887 | -19.9% | -$9.11万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $37.13万 | 0.08% | 1,099 | 1,099 | — | $37.13万 | 新建仓 |
| MCO | MOODYS CORP | $37.17万 | 0.08% | 852 | 852 | — | $37.17万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.95万 | 0.08% | 2,663 | -3,730 | -58.3% | -$54.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.18万 | 0.08% | 1,926 | -424 | -18.0% | -$8.63万 | 减仓 |
| ABBV | ABBVIE INC | $39.65万 | 0.08% | 1,823 | -5,523 | -75.2% | -$120.12万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $39.98万 | 0.08% | 1,871 | 642 | 52.2% | $13.72万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $40.17万 | 0.08% | 804 | 270 | 50.6% | $13.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $41.05万 | 0.08% | 687 | -1,264 | -64.8% | -$75.53万 | 减仓 |
| HD | HOME DEPOT INC | $41.32万 | 0.09% | 1,256 | -638 | -33.7% | -$20.99万 | 减仓 |