Golden Reserve Retirement LLC

趋势追踪型集中型投资策略长期持有型

申报总市值

US$4.8亿

申报季度: 2026-03-31 · 持股只数: 104

Golden Reserve Retirement LLC在最新一期 13F 报告中披露了 104 项持股，申报期为 2026-03-31，总持股市值约为 US$4.8亿，季度换手率为 19.2%。

机构性格雪花图

集中度: 69.89
持仓稳定性: 19.24
动能／逆势: 80.36
行业集中度: 62.31
多样化: 100
仓位均衡度: 58.36

近期动向

加仓 SCHD
-4.7%　US$436.6万
减仓 AVGO
-75.7%　-US$513.2万
加仓 SCHA
-4.7%　-US$119.0万
加仓 VTI
-4.1%　-US$1149.3万
减仓 MSFT
-35.3%　-US$257.3万
减仓 SCHG
-1.1%　-US$1567.7万

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

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	26.30%	+0.65%	-4.14%
2	SCHG	Schwab US Large-cap Growth	ETF-其他	24.41%	-0.33%	-1.12%
3	SCHD	Schwab US Dvd Equity ETF	ETF-其他	14.48%	+2.33%	-4.66%
4	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	12.88%	—	-4.72%
5	SCHA	Schwab US Small-cap ETF	ETF-其他	9.00%	+0.72%	-4.66%
6	NVDA	Nvidia CORP	股票-科技	0.80%	-0.11%	-15.58%
7	AAPL	Apple INC	股票-科技	0.69%	-0.06%	-11.06%
8	MSFT	Microsoft CORP	股票-科技	0.52%	-0.42%	-35.35%
9	AMZN	Amazon.com INC	股票-周期性消费	0.41%	—	-0.27%
10	GOOGL	Alphabet Inc-cl A	股票-通信服务	0.32%	—	+4.41%
11	JANT	Allianzim US Eq Bffr10 Jn-us	ETF-其他	0.31%	—	+21.42%
12	AVGO	Broadcom INC	股票-科技	0.29%	-0.92%	-75.70%
13	GOOG	Alphabet Inc-cl C	股票-通信服务	0.29%	—	+36.03%
14	SIXF	Allian US Equ 6 Mon Bu10-usd	ETF-其他	0.29%	—	+21.96%
15	JULU	Allianzim US Bf15 Uncap Jul	ETF-其他	0.25%	—	+22.61%
16	ZROZ	Pimco 25+ Yr Zero Cpn US Tif	ETF-其他	0.24%	+0.15%	+146.96%
17	META	Meta Platforms Inc-class A	股票-通信服务	0.24%	—	+42.38%
18	DECT	Allianzim US Eq Bffr10 Dc-us	ETF-其他	0.23%	—	+21.85%
19	BSCW	Invesco Bulletshares 2032 Cb	ETF-其他	0.22%	+0.14%	+136.68%
20	BSCY	Invesco Bulletshares 2034 Cb	ETF-其他	0.22%	+0.14%	+138.88%
21	BSCV	Invesco Bulletshares 2031 Cb	ETF-其他	0.22%	+0.14%	+135.06%
22	BSCU	Invesco Bulletshares 2030 Cb	ETF-其他	0.22%	+0.14%	+140.44%
23	BSCX	Invesco Bulletshares 2033 Cb	ETF-其他	0.22%	+0.14%	+137.30%
24	BSCZ	Invesco Bulletshares 2035 Cb	ETF-其他	0.22%	+0.14%	+135.96%
25	DECU	Allianzim US Bf15 Uncap Dec	ETF-其他	0.19%	—	+21.13%
26	TSLA	Tesla INC	股票-周期性消费	0.19%	—	+2.58%
27	JPM	Jpmorgan Chase & Co	股票-金融	0.19%	—	-17.01%
28	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.18%	—	-23.19%
29	XOM	Exxon Mobil CORP	股票-能源	0.14%	—	-30.26%
30	JNJ	Johnson & Johnson	股票-医疗保健	0.14%	—	-28.73%
31	IBHF	Ishares Ibond 2026 Hy & INC	ETF-其他	0.13%	+0.08%	+133.59%
32	HYS	Pimco 0-5 Year H/y CORP Bond	ETF-投资级公司债	0.13%	+0.08%	+135.28%
33	BSCT	Invesco Bulletshares 2029 Cb	ETF-其他	0.13%	—	+131.51%
34	WMT	Walmart INC	股票-非周期性消费	0.13%	—	-7.64%
35	TUA	Sim St Treas Fut Strat ETF	ETF-其他	0.13%	—	+136.01%
36	CVX	Chevron CORP	股票-能源	0.13%	—	-2.67%
37	DECW	Alianzim US Eq Bfr20 Dec-usd	ETF-其他	0.13%	—	+20.98%
38	LLY	Eli Lilly & Co	股票-医疗保健	0.13%	-0.12%	-47.88%
39	V	Visa Inc-class A Shares	股票-金融	0.11%	—	+47.62%
40	BSCQ	Invesco Bulletshares 2026 Cb	ETF-其他	0.11%	—	+112.44%
41	BAC	Bank Of America CORP	股票-金融	0.11%	—	+65.44%
42	MCD	Mcdonald's CORP	股票-周期性消费	0.11%	—	+88.74%
43	ONEZ	Trueshr Seasonality La B ETF	ETF-其他	0.11%	—	+154.71%
44	PGR	Progressive CORP	股票-金融	0.11%	+0.11%	NEW
45	GS	Goldman Sachs Group INC	股票-金融	0.10%	—	+37.83%
46	PEP	Pepsico INC	股票-非周期性消费	0.09%	—	+4.27%
47	CSCO	Cisco Systems INC	股票-科技	0.09%	—	-1.49%
48	COST	Costco Wholesale CORP	股票-非周期性消费	0.09%	-0.09%	-61.90%
49	KO	Coca-cola Co/the	股票-非周期性消费	0.09%	—	+47.72%
50	PG	Procter & Gamble Co/the	股票-非周期性消费	0.09%	-0.10%	-59.53%

1–50 of 104

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	104	US$4.8亿	19	1VTI 2SCHG 3SCHD 主要持股2026-03-31 1.VTI 2.SCHG 3.SCHD 4.QQQ 5.SCHA 6.NVDA 7.AAPL 8.MSFT 9.AMZN 10.GOOGL
2025-12-31	130	US$5.4亿	34	1VTI 2SCHG 3QQQ 主要持股2025-12-31 1.VTI 2.SCHG 3.QQQ 4.SCHD 5.SCHA 6.AVGO 7.MSFT 8.NVDA 9.AAPL 10.SPY
2025-09-30	20	US$3.9亿	41	1VTI 2SCHG 3QQQ 主要持股2025-09-30 1.VTI 2.SCHG 3.QQQ 4.SCHD 5.SCHA 6.NVDA 7.AAPL 8.JANT 9.SIXF 10.JULU
2025-06-30	18	US$3.1亿	0	1VTI 2SCHG 3QQQ 主要持股2025-06-30 1.VTI 2.SCHG 3.QQQ 4.SCHD 5.SCHA 6.AVGO 7.VOO 8.AMZN 9.CVS 10.MSFT
2025-03-31	17	US$2.5亿	0	1VTI 2SCHG 3SCHD 主要持股2025-03-31 1.VTI 2.SCHG 3.SCHD 4.QQQ 5.SCHA 6.BIL 7.AAPL 8.XLK 9.XLF 10.MSFT

本季持股变动

Golden Reserve Retirement LLC 在 2026-03-31 最显著的持仓异动：清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Ss Spdr Bb 1-3m T-bill ETF (BIL); 清仓: Schwab Intl Equity ETF (SCHF); 清仓: Sherwin-williams Co/the (SHW); 清仓: Ss Technology Select Sector (XLK).

Golden Reserve Retirement LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	SCHD	Schwab US Dvd Equity ETF	+2.3%	-4.66%	减仓
2	SCHA	Schwab US Small-cap ETF	+0.7%	-4.66%	减仓
3	VTI	Vanguard Total Stock Mkt ETF	+0.7%	-4.14%	减仓
4	ZROZ	Pimco 25+ Yr Zero Cpn US Tif	+0.2%	+146.96%	加仓
5	BSCU	Invesco Bulletshares 2030 Cb	+0.1%	+140.44%	加仓
6	BSCY	Invesco Bulletshares 2034 Cb	+0.1%	+138.88%	加仓
7	BSCW	Invesco Bulletshares 2032 Cb	+0.1%	+136.68%	加仓
8	BSCX	Invesco Bulletshares 2033 Cb	+0.1%	+137.30%	加仓
9	BSCV	Invesco Bulletshares 2031 Cb	+0.1%	+135.06%	加仓
10	BSCZ	Invesco Bulletshares 2035 Cb	+0.1%	+135.96%	加仓
11	IBHF	Ishares Ibond 2026 Hy & INC	+0.1%	+133.59%	加仓
12	HYS	Pimco 0-5 Year H/y CORP Bond	+0.1%	+135.28%	加仓
13	QQQ	Invesco Qqq Trust Series 1	—	-4.72%	减仓
14	AAPL	Apple INC	-0.1%	-11.06%	减仓
15	COST	Costco Wholesale CORP	-0.1%	-61.90%	减仓
16	PG	Procter & Gamble Co/the	-0.1%	-59.53%	减仓
17	NVDA	Nvidia CORP	-0.1%	-15.58%	减仓
18	LLY	Eli Lilly & Co	-0.1%	-47.88%	减仓
19	ORCL	Oracle CORP	-0.1%	-58.18%	减仓
20	IBM	Intl Business Machines CORP	-0.1%	-63.85%	减仓
21	PLTR	Palantir Technologies Inc-a	-0.1%	-58.35%	减仓
22	VOO	Vanguard S&p 500 ETF	-0.2%	-64.79%	减仓
23	ABBV	Abbvie INC	-0.2%	-75.18%	减仓
24	SCHG	Schwab US Large-cap Growth	-0.3%	-1.12%	减仓
25	MSFT	Microsoft CORP	-0.4%	-35.35%	减仓
26	AVGO	Broadcom INC	-0.9%	-75.70%	减仓
27	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	清仓
28	BIL	Ss Spdr Bb 1-3m T-bill ETF	—	EXIT	清仓
29	SCHF	Schwab Intl Equity ETF	—	EXIT	清仓
30	SHW	Sherwin-williams Co/the	—	EXIT	清仓
31	XLK	Ss Technology Select Sector	—	EXIT	清仓
32	VEA	Vanguard Ftse Developed ETF	—	EXIT	清仓
33	IVV	Ishares Core S&p 500 ETF	—	EXIT	清仓
34	NSC	Norfolk Southern CORP	—	EXIT	清仓
35	NUE	Nucor CORP	—	EXIT	清仓
36	AKRE	Akre Focus ETF	—	EXIT	清仓
37	VB	Vanguard Small-cap ETF	—	EXIT	清仓
38	CVS	Cvs Health CORP	—	EXIT	清仓
39	SCHX	Schwab US Large-cap ETF	—	EXIT	清仓
40	PGR	Progressive CORP	—	NEW	新建仓
41	BILZ	Pimco Ultra Shrt Govt Active	—	EXIT	清仓
42	VUG	Vanguard Growth ETF	—	EXIT	清仓
43	XLF	Ss Financial Select Sector	—	EXIT	清仓
44	JPST	Jpmorgan Ultra-short Income	—	EXIT	清仓
45	IWF	Ishares Russell 1000 Growth	—	EXIT	清仓
46	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	清仓
47	USMV	Ishares Msci USA Min Vol Fac	—	EXIT	清仓
48	XLI	Ss Industrial Select Sector	—	EXIT	清仓
49	MCO	Moody's CORP	—	NEW	新建仓
50	MU	Micron Technology INC	—	NEW	新建仓

FAQ

Golden Reserve Retirement LLC 是什么机构？属于哪种投资人类型？

Golden Reserve Retirement 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$4.8亿，分布在 104 个已申报仓位之中。

Golden Reserve Retirement LLC 目前前几大持股有哪些？

根据最新 13F 申报，Golden Reserve Retirement LLC 按市值排列的前几大持股为： 1. Vanguard Total Stock Mkt ETF (VTI) — US$1.3亿 (26.3%) 2. Schwab US Large-cap Growth (SCHG) — US$1.2亿 (24.4%) 3. Schwab US Dvd Equity ETF (SCHD) — US$7018.5万 (14.5%) 4. Invesco Qqq Trust Series 1 (QQQ) — US$6242.8万 (12.9%) 5. Schwab US Small-cap ETF (SCHA) — US$4364.3万 (9.0%)

Golden Reserve Retirement LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Golden Reserve Retirement LLC 共进行了 50 项显著调整：新建仓 3 个仓位、加仓 9 个既有持股、减仓 17 个仓位，并完全清仓 21 个持股。其中幅度最大的异动：清仓: Ss Spdr S&p 500 ETF Trust-us (SPY); 清仓: Ss Spdr Bb 1-3m T-bill ETF (BIL); 清仓: Schwab Intl Equity ETF (SCHF); 清仓: Sherwin-williams Co/the (SHW); 清仓: Ss Technology Select Sector (XLK)

Golden Reserve Retirement 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，Golden Reserve Retirement LLC 的主要板块分布如下： • Information Technology: 37.0% • Financials: 16.6% • Communication Services: 13.2% • Consumer Discretionary: 10.4% • Health Care: 8.5% • Consumer Staples: 6.7%