Secured Retirement Advisors, LLC 13F 持仓 · 2026年Q2
Secured Retirement Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 134 只证券，申报市值合计 1.95 亿美元。前几大持仓：STXF（4.44%）、NVDA（3.73%）、AAPL（3.66%）。本季前 25 大持仓中：新建仓 5 只、增持 6 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | STXF | EA SERIES TRUST | $8.6M | 4.44% | 179,003 | 减持 |
| 2 | NVDA | NVIDIA CORPORATION | $7.3M | 3.73% | 36,284 | 减持 |
| 3 | AAPL | APPLE INC | $7.1M | 3.66% | 24,677 | 减持 |
| 4 | BOND | PIMCO ETF TR | $5.3M | 2.72% | 57,389 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $4.7M | 2.40% | 12,542 | 增持 |
| 6 | CSCO | CISCO SYS INC | $3.9M | 2.01% | 33,428 | 增持 |
| 7 | GOOGL | ALPHABET INC | $3.3M | 1.70% | 9,272 | 减持 |
| 8 | CAT | CATERPILLAR INC | $3.2M | 1.67% | 3,048 | 增持 |
| 9 | META | META PLATFORMS INC | $3.1M | 1.61% | 5,585 | 增持 |
| 10 | AMZN | AMAZON COM INC | $2.9M | 1.49% | 12,216 | 减持 |
| 11 | TSLA | TESLA INC | $2.8M | 1.46% | 6,765 | 减持 |
| 12 | SPYV | SPDR SERIES TRUST | $2.8M | 1.43% | 45,994 | 减持 |
| 13 | ABBV | ABBVIE INC | $2.5M | 1.30% | 10,052 | 增持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.4M | 1.23% | 4,772 | 增持 |
| 15 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.3M | 1.21% | 64,318 | 减持 |
| 16 | ADP | AUTOMATIC DATA PROCESSING IN | $2.3M | 1.20% | 10,473 | 新建仓 |
| 17 | GLW | CORNING INC | $2.3M | 1.20% | 9,129 | 减持 |
| 18 | MCO | MOODYS CORP | $2.2M | 1.14% | 4,891 | 新建仓 |
| 19 | CPB | THE CAMPBELLS COMPANY | $2.2M | 1.12% | 97,949 | 新建仓 |
| 20 | IEFA | ISHARES TR | $2.2M | 1.11% | 22,396 | 减持 |
| 21 | SYK | STRYKER CORPORATION | $2.2M | 1.11% | 6,866 | 新建仓 |
| 22 | VTI | VANGUARD INDEX FDS | $2.1M | 1.09% | 5,732 | 减持 |
| 23 | AVGO | BROADCOM INC | $2.1M | 1.07% | 5,522 | 减持 |
| 24 | LLY | ELI LILLY & CO | $2.1M | 1.07% | 1,731 | 减持 |
| 25 | DUK | DUKE ENERGY CORP NEW | $2.1M | 1.06% | 16,380 | 新建仓 |
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