SA
Secure Asset Management, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$6.3亿
申报季度: 2026-03-31 · 持股只数: 327
Secure Asset Management, LLC在最新一期 13F 报告中披露了 327 项持股，申报期为 2026-03-31，总持股市值约为 US$6.3亿，季度换手率为 27.5%。
机构性格雪花图
- 集中度
- 5.48
- 持仓稳定性
- 27.52
- 动能／逆势
- 100
- 行业集中度
- 57.85
- 多样化
- 100
- 仓位均衡度
- 81.68
近期动向
减仓 XMMO
-89.1% -US$890.7万
减仓 CRM
-91.6% -US$414.9万
加仓 VGIT
+11.8% US$368.2万
加仓 PLTR
+366.8% US$368.0万
减仓 VOO
-13.9% -US$381.2万
加仓 ZS
+2032.7% US$351.7万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 317 大持股（共 327 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 5.86% | +0.64% | +11.76% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.89% | — | +3.95% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.76% | -0.57% | -13.86% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.51% | — | +4.75% | |
| 5 | AAPL | Apple INC | 股票-科技 | 2.45% | -0.18% | -1.37% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.38% | — | +6.98% | |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 2.26% | +0.23% | +13.07% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.21% | +0.23% | +11.16% | |
| 9 | LMBS | First Trust Low Duration Opp | ETF-其他 | 2.19% | +0.21% | +10.07% | |
| 10 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 2.19% | +0.23% | +11.45% | |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.80% | — | -1.53% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.41% | — | +8.31% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | -0.27% | +8.26% | |
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.38% | +0.30% | +9.10% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.28% | — | +2.78% | |
| 16 | TSLA | Tesla INC | 股票-周期性消费 | 1.27% | -0.13% | +8.81% | |
| 17 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.12% | — | +12.36% | |
| 18 | GOF | Guggenheim Strategic Opport | 股票-其他 | 1.09% | — | +14.28% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.01% | +0.41% | +66.03% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.97% | — | +18.07% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | -0.17% | -1.11% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.96% | — | +2.76% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.91% | +0.33% | +55.67% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.90% | -0.44% | -26.59% | |
| 25 | AVGO | Broadcom INC | 股票-科技 | 0.89% | +0.56% | +197.21% | |
| 26 | LRCX | Lam Research CORP | 股票-科技 | 0.85% | — | -21.52% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | — | +13.46% | |
| 28 | WMT | Walmart INC | 股票-非周期性消费 | 0.82% | — | -14.30% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.79% | +0.59% | +366.82% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.79% | — | -12.65% | |
| 31 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.77% | — | +24.38% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.75% | +0.47% | +163.89% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | — | +1.03% | |
| 34 | ASTS | Ast Spacemobile INC | 股票-科技 | 0.71% | -0.14% | -18.95% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.70% | +0.14% | +59.28% | |
| 36 | UBER | Uber Technologies INC | 股票-工业 | 0.68% | — | +29.93% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.67% | -0.25% | -17.68% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | — | -13.60% | |
| 39 | GNRC | Generac Holdings INC | 股票-工业 | 0.64% | +0.20% | -0.57% | |
| 40 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.64% | — | +8.30% | |
| 41 | MIRM | Mirum Pharmaceuticals INC | 股票-其他 | 0.64% | — | -13.37% | |
| 42 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 0.63% | +0.63% | NEW | |
| 43 | FSLR | First Solar INC | 股票-科技 | 0.63% | — | +17.27% | |
| 44 | OUSM | Alps Oshares US Small-cap Qu | ETF-其他 | 0.62% | — | +11.12% | |
| 45 | BBEU | Jpmorgan Betabuilders Europe | ETF-其他 | 0.61% | — | +6.48% | |
| 46 | ZS | Zscaler INC | 股票-科技 | 0.60% | +0.56% | +2032.65% | |
| 47 | LDOS | Leidos Holdings INC | 股票-科技 | 0.58% | — | +17.41% | |
| 48 | ORKA | Oruka Therapeutics INC | 股票-其他 | 0.56% | +0.17% | -11.32% | |
| 49 | FIX | Comfort Systems USA INC | 股票-工业 | 0.56% | — | -41.69% | |
| 50 | MCI | Barings Corporate Investors | 股票-其他 | 0.55% | +0.21% | +68.87% |
1–50 of 317
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 327 | US$6.3亿 | 28 | |
| 2025-12-31 | 343 | US$6.4亿 | 19 | |
| 2025-09-30 | 312 | US$6.1亿 | 52 | |
| 2025-06-30 | 311 | US$5.4亿 | 0 | |
| 2025-03-31 | 310 | US$5.0亿 | 100 | |
| 2024-12-31 | 320 | US$6.6亿 | 0 | |
| 2024-09-30 | 306 | US$5.9亿 | 0 | |
| 2024-06-30 | 283 | US$5.3亿 | 0 | |
| 2024-03-31 | 229 | US$4.3亿 | 0 | |
| 2023-12-31 | 226 | US$3.7亿 | 0 | |
| 2023-09-30 | 210 | US$3.3亿 | 0 | |
| 2023-06-30 | 185 | US$3.3亿 | 0 | |
| 2023-03-31 | 186 | US$3.0亿 | 0 | |
| 2022-12-31 | 195 | US$2.8亿 | 0 | |
| 2022-09-30 | 155 | US$1.8亿 | 0 | |
| 2022-06-30 | 166 | US$1.8亿 | 0 | |
| 2022-03-31 | 203 | US$2.2亿 | 0 | |
| 2021-12-31 | 208 | US$2.5亿 | 0 | |
| 2021-09-30 | 182 | US$2.0亿 | 0 | |
| 2021-06-30 | 182 | US$2.0亿 | 100 | |
| 2021-03-31 | 177 | US$1.8亿 | 39 | |
| 2020-12-31 | 152 | US$1.7亿 | 26 | |
| 2020-09-30 | 142 | US$1.5亿 | 40 | |
| 2020-06-30 | 151 | US$1.4亿 | 67 | |
| 2020-03-31 | 112 | US$9291.3万 | 59 | |
| 2019-12-31 | 158 | US$1.4亿 | — |
本季持股变动
Secure Asset Management, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Churchill Downs INC (CHDN); 新建仓: Biomarin Pharmaceutical INC (BMRN); 清仓: Ishares Ustechnology ETF (IYW); 清仓: Paypal Holdings INC (PYPL); 清仓: Spotify Technology S.A. (SPOT).
FAQ
Secure Asset Management, LLC 是什么机构？属于哪种投资人类型？
Secure Asset Management, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$6.3亿，分布在 327 个已申报仓位之中。
Secure Asset Management, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Secure Asset Management, LLC 按市值排列的前几大持股为：
1. Vanguard Intermediate-term T (VGIT) — US$3701.3万 (5.9%)
2. Nvidia CORP (NVDA) — US$2458.5万 (3.9%)
3. Vanguard S&p 500 ETF (VOO) — US$1745.4万 (2.8%)
4. Invesco Nasdaq 100 ETF (QQQM) — US$1583.9万 (2.5%)
5. Apple INC (AAPL) — US$1549.1万 (2.5%)
Secure Asset Management, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Secure Asset Management, LLC 共进行了 50 项显著调整：新建仓 5 个仓位、加仓 21 个既有持股、减仓 15 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：清仓: Churchill Downs INC (CHDN); 新建仓: Biomarin Pharmaceutical INC (BMRN); 清仓: Ishares Ustechnology ETF (IYW); 清仓: Paypal Holdings INC (PYPL); 清仓: Spotify Technology S.A. (SPOT)
Secure Asset Management, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Secure Asset Management, LLC 的主要板块分布如下：
• Information Technology: 37.4%
• Industrials: 11.3%
• Financials: 11.1%
• Consumer Discretionary: 9.1%
• Consumer Staples: 8.6%
• Health Care: 7.8%