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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.27亿 | 26.30% | 397,278 | -17,146 | -4.1% | -$550.06万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.18亿 | 24.41% | 4,061,494 | -46,059 | -1.1% | -$134.17万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $7,018.52万 | 14.48% | 2,287,654 | -111,896 | -4.7% | -$343.30万 | 减仓 |
| QQQ | INVESCO QQQ TR | $6,242.75万 | 12.88% | 108,160 | -5,360 | -4.7% | -$309.37万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $4,364.30万 | 9.00% | 1,500,790 | -73,412 | -4.7% | -$213.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $389.69万 | 0.80% | 22,345 | -4,125 | -15.6% | -$71.94万 | 减仓 |
| AAPL | APPLE INC | $336.17万 | 0.69% | 13,246 | -1,647 | -11.1% | -$41.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $252.09万 | 0.52% | 6,810 | -3,723 | -35.3% | -$137.81万 | 减仓 |
| AMZN | AMAZON COM INC | $199.27万 | 0.41% | 9,568 | -26 | -0.3% | -$5,415 | 减仓 |
| GOOGL | ALPHABET INC | $155.08万 | 0.32% | 5,393 | 228 | 4.4% | $6.56万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $149.95万 | 0.31% | 37,380 | 6,595 | 21.4% | $26.46万 | 加仓 |
| AVGO | BROADCOM INC | $142.43万 | 0.29% | 4,602 | -14,340 | -75.7% | -$443.82万 | 减仓 |
| GOOG | ALPHABET INC | $142.43万 | 0.29% | 4,965 | 1,315 | 36.0% | $37.72万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $141.51万 | 0.29% | 45,061 | 8,115 | 22.0% | $25.49万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $120.19万 | 0.25% | 42,098 | 7,763 | 22.6% | $22.16万 | 加仓 |
| ZROZ | PIMCO ETF TR | $118.66万 | 0.24% | 18,537 | 11,031 | 147.0% | $70.61万 | 加仓 |
| META | META PLATFORMS INC | $115.92万 | 0.24% | 2,026 | 603 | 42.4% | $34.50万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $113.68万 | 0.23% | 31,978 | 5,735 | 21.9% | $20.39万 | 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 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $106.75万 | 0.22% | 51,574 | 29,984 | 138.9% | $62.06万 | 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 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $106.39万 | 0.22% | 63,631 | 37,167 | 140.4% | $62.14万 | 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 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $105.85万 | 0.22% | 51,585 | 29,723 | 136.0% | $60.99万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $94.27万 | 0.19% | 35,467 | 6,188 | 21.1% | $16.45万 | 加仓 |
| TSLA | TESLA INC | $93.16万 | 0.19% | 2,506 | 63 | 2.6% | $2.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $91.54万 | 0.19% | 3,112 | -638 | -17.0% | -$18.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.51万 | 0.18% | 1,868 | -564 | -23.2% | -$27.03万 | 减仓 |
| — | EXXON MOBIL CORP | $68.86万 | 0.14% | 4,059 | -1,761 | -30.3% | -$29.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $66.02万 | 0.14% | 2,701 | -1,089 | -28.7% | -$26.62万 | 减仓 |
| IBHF | ISHARES TR | $65.34万 | 0.13% | 28,472 | 16,283 | 133.6% | $37.37万 | 加仓 |
| HYS | PIMCO ETF TR | $65.07万 | 0.13% | 6,976 | 4,011 | 135.3% | $37.41万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $64.81万 | 0.13% | 34,729 | 19,728 | 131.5% | $36.81万 | 加仓 |
| WMT | WALMART INC | $64.28万 | 0.13% | 5,172 | -428 | -7.6% | -$5.32万 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $64.10万 | 0.13% | 30,381 | 17,508 | 136.0% | $36.94万 | 加仓 |
| CVX | CHEVRON CORPORATION | $62.59万 | 0.13% | 3,025 | -83 | -2.7% | -$1.72万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $61.30万 | 0.13% | 18,349 | 3,182 | 21.0% | $10.63万 | 加仓 |
| LLY | ELI LILLY & CO | $61.07万 | 0.13% | 664 | -610 | -47.9% | -$56.11万 | 减仓 |
| V | VISA INC | $55.37万 | 0.11% | 1,832 | 591 | 47.6% | $17.86万 | 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 |
| BAC | BANK AMERICA CORP | $54.66万 | 0.11% | 11,212 | 4,435 | 65.4% | $21.62万 | 加仓 |
| MCD | MCDONALDS CORP | $53.67万 | 0.11% | 1,727 | 812 | 88.7% | $25.24万 | 加仓 |
| ONEZ | ELEVATION SERIES TRUST | $51.74万 | 0.11% | 20,667 | 12,553 | 154.7% | $31.43万 | 加仓 |
| PGR | PROGRESSIVE CORP | $51.32万 | 0.11% | 2,589 | 2,589 | — | $51.32万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $48.39万 | 0.10% | 572 | 157 | 37.8% | $13.28万 | 加仓 |
| PEP | PEPSICO INC | $44.72万 | 0.09% | 2,880 | 118 | 4.3% | $1.83万 | 加仓 |
| CSCO | CISCO SYS INC | $44.12万 | 0.09% | 5,686 | -86 | -1.5% | -$6,673 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $44.04万 | 0.09% | 442 | -718 | -61.9% | -$71.54万 | 减仓 |
| KO | COCA COLA CO | $43.93万 | 0.09% | 5,776 | 1,866 | 47.7% | $14.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $42.23万 | 0.09% | 2,924 | -4,302 | -59.5% | -$62.14万 | 减仓 |
| MS | MORGAN STANLEY | $41.64万 | 0.09% | 2,530 | 541 | 27.2% | $8.90万 | 加仓 |
| BLK | BLACKROCK INC | $41.55万 | 0.09% | 432 | 232 | 116.0% | $22.31万 | 加仓 |
| HD | HOME DEPOT INC | $41.32万 | 0.09% | 1,256 | -638 | -33.7% | -$20.99万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $41.05万 | 0.08% | 687 | -1,264 | -64.8% | -$75.53万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $40.17万 | 0.08% | 804 | 270 | 50.6% | $13.49万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $39.98万 | 0.08% | 1,871 | 642 | 52.2% | $13.72万 | 加仓 |
| ABBV | ABBVIE INC | $39.65万 | 0.08% | 1,823 | -5,523 | -75.2% | -$120.12万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.18万 | 0.08% | 1,926 | -424 | -18.0% | -$8.63万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $38.95万 | 0.08% | 2,663 | -3,730 | -58.3% | -$54.56万 | 减仓 |
| MCO | MOODYS CORP | $37.17万 | 0.08% | 852 | 852 | — | $37.17万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $37.13万 | 0.08% | 1,099 | 1,099 | — | $37.13万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $36.77万 | 0.08% | 3,581 | -887 | -19.9% | -$9.11万 | 减仓 |
| CAT | CATERPILLAR INC | $35.56万 | 0.07% | 502 | -75 | -13.0% | -$5.31万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $35.16万 | 0.07% | 11,248 | 1,953 | 21.0% | $6.11万 | 加仓 |
| C | CITIGROUP INC | $34.73万 | 0.07% | 3,062 | 3,062 | — | $34.73万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $34.67万 | 0.07% | 815 | 815 | — | $34.67万 | 新建仓 |
| LIN | LINDE PLC | $33.96万 | 0.07% | 685 | 685 | — | $33.96万 | 新建仓 |
| GE | GE AEROSPACE | $33.94万 | 0.07% | 1,196 | -167 | -12.3% | -$4.74万 | 减仓 |
| WFC | WELLS FARGO & CO | $33.64万 | 0.07% | 4,225 | 1,179 | 38.7% | $9.39万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $32.91万 | 0.07% | 1,088 | 501 | 85.3% | $15.15万 | 加仓 |
| NFLX | NETFLIX INC. | $32.52万 | 0.07% | 3,382 | 64 | 1.9% | $6,154 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.19万 | 0.07% | 1,328 | -2,346 | -63.9% | -$56.86万 | 减仓 |
| ORCL | ORACLE CORP | $31.76万 | 0.07% | 2,159 | -3,003 | -58.2% | -$44.18万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $31.70万 | 0.07% | 645 | 645 | — | $31.70万 | 新建仓 |
| MRK | MERCK & CO INC | $31.68万 | 0.07% | 2,634 | 420 | 19.0% | $5.05万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $30.74万 | 0.06% | 1,859 | 519 | 38.7% | $8.58万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $30.04万 | 0.06% | 1,515 | 1,515 | — | $30.04万 | 新建仓 |
| LOW | LOWES COS INC | $29.98万 | 0.06% | 1,269 | -96 | -7.0% | -$2.27万 | 减仓 |
| DIS | DISNEY WALT CO | $29.97万 | 0.06% | 3,110 | -2,261 | -42.1% | -$21.79万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.43万 | 0.06% | 1,087 | 8 | 0.7% | $2,166 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $29.24万 | 0.06% | 1,405 | 258 | 22.5% | $5.37万 | 加仓 |
| AMAT | APPLIED MATLS INC | $28.40万 | 0.06% | 831 | 831 | — | $28.40万 | 新建仓 |
| RTX | RTX CORPORATION | $28.31万 | 0.06% | 1,468 | -1,466 | -50.0% | -$28.27万 | 减仓 |
| UNP | UNION PAC CORP | $27.73万 | 0.06% | 1,143 | 1,143 | — | $27.73万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $26.81万 | 0.06% | 2,045 | -732 | -26.4% | -$9.60万 | 减仓 |
| TMUS | T-MOBILE US INC | $26.59万 | 0.05% | 1,266 | 1,266 | — | $26.59万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $26.54万 | 0.05% | 2,027 | 2,027 | — | $26.54万 | 新建仓 |
| CMI | CUMMINS INC | $26.42万 | 0.05% | 491 | 491 | — | $26.42万 | 新建仓 |
| APH | AMPHENOL CORP | $26.28万 | 0.05% | 2,080 | 2,080 | — | $26.28万 | 新建仓 |
| T | AT&T INC | $26.16万 | 0.05% | 9,025 | 944 | 11.7% | $2.74万 | 加仓 |
| TXN | TEXAS INSTRS INC | $25.51万 | 0.05% | 1,314 | 1,314 | — | $25.51万 | 新建仓 |
| CRM | SALESFORCE INC | $24.85万 | 0.05% | 1,331 | 539 | 68.1% | $10.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $23.60万 | 0.05% | 2,541 | -125 | -4.7% | -$1.16万 | 减仓 |
| UMAR | INNOVATOR ETFS TRUST | $23.45万 | 0.05% | 5,900 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $23.19万 | 0.05% | 706 | 77 | 12.2% | $2.53万 | 加仓 |
| MDT | MEDTRONIC PLC | $23.18万 | 0.05% | 2,675 | 2,675 | — | $23.18万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $22.73万 | 0.05% | 2,310 | 2,310 | — | $22.73万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $22.20万 | 0.05% | 248 | -10 | -3.9% | -$8,952 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.85万 | 0.05% | 474 | 474 | — | $21.85万 | 新建仓 |
| INTC | INTEL CORP | $21.77万 | 0.04% | 4,933 | 4,933 | — | $21.77万 | 新建仓 |