B.O.S.S. Retirement Advisors, LLC 13F 持仓 · 2026年Q2
B.O.S.S. Retirement Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 157 只证券，申报市值合计 3.70 亿美元。前几大持仓：SPTM（19.52%）、SPYM（6.83%）、VOO（6.23%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPTM | SPDR SERIES TRUST | $72.3M | 19.52% | 796,314 | 增持 |
| 2 | SPYM | SPDR SERIES TRUST | $25.3M | 6.83% | 287,662 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $23.1M | 6.23% | 33,585 | 减持 |
| 4 | VXUS | VANGUARD STAR FDS | $18.7M | 5.05% | 218,703 | 增持 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $13.1M | 3.52% | 13,953 | 增持 |
| 6 | DYNF | BLACKROCK ETF TRUST | $8.7M | 2.35% | 128,051 | 增持 |
| 7 | CORO | BLACKROCK ETF TRUST | $8.4M | 2.26% | 228,720 | 增持 |
| 8 | IVW | ISHARES TR | $7.9M | 2.12% | 57,195 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $7.0M | 1.88% | 34,840 | 增持 |
| 10 | MAYW | AIM ETF PRODUCTS TRUST | $6.9M | 1.86% | 198,617 | 新建仓 |
| 11 | SIXD | AIM ETF PRODUCTS TRUST | $6.4M | 1.73% | 207,628 | 新建仓 |
| 12 | BND | VANGUARD BD INDEX FDS | $6.2M | 1.68% | 84,552 | 增持 |
| 13 | IVE | ISHARES TR | $5.6M | 1.51% | 24,584 | 减持 |
| 14 | AAPL | APPLE INC | $5.4M | 1.46% | 18,624 | 减持 |
| 15 | ONEZ | ELEVATION SERIES TRUST | $5.4M | 1.46% | 196,263 | 增持 |
| 16 | MSFT | MICROSOFT CORP | $5.2M | 1.40% | 13,930 | 增持 |
| 17 | IUSB | ISHARES TR | $4.5M | 1.22% | 97,986 | 增持 |
| 18 | JUNW | AIM ETF PRODUCTS TRUST | $4.1M | 1.12% | 120,440 | 新建仓 |
| 19 | AMZN | AMAZON COM INC | $4.1M | 1.10% | 17,114 | 增持 |
| 20 | BAI | BLACKROCK ETF TRUST | $3.4M | 0.92% | 64,656 | 减持 |
| 21 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | $3.4M | 0.92% | 145,512 | 增持 |
| 22 | TSLA | TESLA INC | $3.4M | 0.92% | 8,059 | 减持 |
| 23 | IWY | ISHARES TR | $3.2M | 0.85% | 10,873 | 减持 |
| 24 | IEMG | ISHARES INC | $3.1M | 0.84% | 37,417 | 减持 |
| 25 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $3.0M | 0.81% | 116,097 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR