Paladin Advisory Group, LLC
- SEC CIK
- 0001899703
- 最新申報
- 2026/7/28
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/15 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 278
- 較 2021 年第 4 季 +278
- 總值
- $1.23 億
- 較 2021 年第 4 季 +$1.23 億
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 25,582 | $711.8 萬 | 5.8% | +25,582 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 77,309 | $542.7 萬 | 4.4% | +77,309 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 55,789 | $442.0 萬 | 3.6% | +55,789 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 89,297 | $440.0 萬 | 3.6% | +89,297 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 43,811 | $418.6 萬 | 3.4% | +43,811 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 80,437 | $403.9 萬 | 3.3% | +80,437 | 新進 | – |
| AAPLApple Inc. | Stock | 21,465 | $374.1 萬 | 3.0% | +21,465 | 新進 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,510 | $370.8 萬 | 3.0% | +7,510 | 新進 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 32,379 | $352.9 萬 | 2.9% | +32,379 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,364 | $288.2 萬 | 2.3% | +6,364 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,273 | $285.3 萬 | 2.3% | +6,273 | 新進 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 69,767 | $274.6 萬 | 2.2% | +69,767 | 新進 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 60,571 | $270.0 萬 | 2.2% | +60,571 | 新進 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 59,749 | $267.9 萬 | 2.2% | +59,749 | 新進 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 46,662 | $247.1 萬 | 2.0% | +46,662 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 22,170 | $230.4 萬 | 1.9% | +22,170 | 新進 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 77,923 | $220.2 萬 | 1.8% | +77,923 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 32,440 | $197.9 萬 | 1.6% | +32,440 | 新進 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19,033 | $184.5 萬 | 1.5% | +19,033 | 新進 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 64,934 | $179.8 萬 | 1.5% | +64,934 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 535 | $175.0 萬 | 1.4% | +535 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 34,583 | $175.0 萬 | 1.4% | +34,583 | 新進 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 88,025 | $168.2 萬 | 1.4% | +88,025 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,468 | $161.6 萬 | 1.3% | +4,468 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,887 | $157.4 萬 | 1.3% | +6,887 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 561 | $157.2 萬 | 1.3% | +561 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,728 | $146.2 萬 | 1.2% | +4,728 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,500 | $145.7 萬 | 1.2% | +3,500 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 18,302 | $135.9 萬 | 1.1% | +18,302 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 96,318 | $129.8 萬 | 1.1% | +96,318 | 新進 | – |
| CBChubb Ltd | Stock | 5,884 | $127.4 萬 | 1.0% | +5,884 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 3,143 | $114.3 萬 | 0.9% | +3,143 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,832 | $103.4 萬 | 0.8% | +3,832 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 29,432 | $101.7 萬 | 0.8% | +29,432 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 11,486 | $95.9 萬 | 0.8% | +11,486 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,869 | $95.8 萬 | 0.8% | +1,869 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 8,518 | $93.8 萬 | 0.8% | +8,518 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 326 | $91.7 萬 | 0.7% | +326 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 18,526 | $88.7 萬 | 0.7% | +18,526 | 新進 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 15,126 | $80.8 萬 | 0.7% | +15,126 | 新進 | – |
| NVDANVIDIA Corp | Stock | 3,018 | $80.6 萬 | 0.7% | +3,018 | 新進 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,246 | $76.3 萬 | 0.6% | +16,246 | 新進 | – |
| Polk Cnty Iowa Go Ref BDS CLBL731197P78 | GO REF BDS CLBL | – | $75.3 萬 | 0.6% | – | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,417 | $75.0 萬 | 0.6% | +7,417 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 5,093 | $68.9 萬 | 0.6% | +5,093 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,007 | $66.7 萬 | 0.5% | +4,007 | 新進 | – |
| AMTAmerican Tower Corp | REIT | 2,576 | $66.1 萬 | 0.5% | +2,576 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 12,314 | $63.5 萬 | 0.5% | +12,314 | 新進 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,171 | $56.8 萬 | 0.5% | +5,171 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,723 | $53.2 萬 | 0.4% | +4,723 | 新進 | – |
| USBUS Bancorp DE | COM NEW | 9,865 | $52.1 萬 | 0.4% | +9,865 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,209 | $50.8 萬 | 0.4% | +3,209 | 新進 | – |
| ACNAccenture plc | Stock | 1,461 | $49.7 萬 | 0.4% | +1,461 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 10,965 | $44.8 萬 | 0.4% | +10,965 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 956 | $43.8 萬 | 0.4% | +956 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,827 | $41.3 萬 | 0.3% | +1,827 | 新進 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 11,029 | $39.9 萬 | 0.3% | +11,029 | 新進 | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,842 | $38.7 萬 | 0.3% | +8,842 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 598 | $37.4 萬 | 0.3% | +598 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,248 | $35.2 萬 | 0.3% | +6,248 | 新進 | – |
| TTTrane Technologies plc | SHS | 2,274 | $35.2 萬 | 0.3% | +2,274 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 2,627 | $35.0 萬 | 0.3% | +2,627 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 4,603 | $35.0 萬 | 0.3% | +4,603 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,344 | $34.7 萬 | 0.3% | +1,344 | 新進 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,540 | $32.9 萬 | 0.3% | +4,540 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,941 | $32.4 萬 | 0.3% | +2,941 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 1,389 | $31.2 萬 | 0.3% | +1,389 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,474 | $31.2 萬 | 0.3% | +1,474 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,032 | $31.1 萬 | 0.3% | +1,032 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 874 | $30.7 萬 | 0.2% | +874 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,970 | $30.5 萬 | 0.2% | +2,970 | 新進 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,878 | $30.4 萬 | 0.2% | +3,878 | 新進 | – |
| HONHoneywell International Inc | COM | 1,525 | $29.8 萬 | 0.2% | +1,525 | 新進 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 4,415 | $28.7 萬 | 0.2% | +4,415 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,729 | $28.5 萬 | 0.2% | +4,729 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 1,565 | $28.0 萬 | 0.2% | +1,565 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,697 | $27.8 萬 | 0.2% | +1,697 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,732 | $27.3 萬 | 0.2% | +2,732 | 新進 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,847 | $26.5 萬 | 0.2% | +4,847 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 451 | $25.9 萬 | 0.2% | +451 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 6,096 | $25.9 萬 | 0.2% | +6,096 | 新進 | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 5,365 | $25.4 萬 | 0.2% | +5,365 | 新進 | – |
| ELEstee Lauder Companies Inc | CL A | 925 | $25.3 萬 | 0.2% | +925 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,200 | $25.2 萬 | 0.2% | +1,200 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,047 | $24.2 萬 | 0.2% | +2,047 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,168 | $23.7 萬 | 0.2% | +3,168 | 新進 | – |
| ETNEaton Corp plc | Stock | 1,536 | $23.3 萬 | 0.2% | +1,536 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,522 | $23.0 萬 | 0.2% | +2,522 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 1,681 | $23.0 萬 | 0.2% | +1,681 | 新進 | 歷史 |
| WKWorkiva Inc | COM CL A | 1,857 | $22.7 萬 | 0.2% | +1,857 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,937 | $22.6 萬 | 0.2% | +5,937 | 新進 | – |
| PEPPepsiCo Inc | Stock | 1,314 | $22.3 萬 | 0.2% | +1,314 | 新進 | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,198 | $20.9 萬 | 0.2% | +3,198 | 新進 | – |
| ICEIntercontinental Exchange, Inc. | Stock | 1,560 | $20.7 萬 | 0.2% | +1,560 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,019 | $20.6 萬 | 0.2% | +1,019 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,874 | $20.5 萬 | 0.2% | +1,874 | 新進 | – |
| BABoeing Co | Stock | 1,059 | $20.2 萬 | 0.2% | +1,059 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 85 | $20.1 萬 | 0.2% | +85 | 新進 | 歷史 |
| CSXCSX Corp | Stock | 5,595 | $19.8 萬 | 0.2% | +5,595 | 新進 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 1,203 | $19.1 萬 | 0.2% | +1,203 | 新進 | 歷史 |