Paladin Advisory Group, LLC
- SEC CIK
- 0001899703
- 最新申報
- 2026/7/28
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/6 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 0
- 較 2022 年第 1 季 −278
- 總值
- $0
- 較 2022 年第 1 季 −$1.23 億 (−100.0%)
這份申報沒有多頭部位。
選擇權（277 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
依市值列出前 100 檔，共 277 檔。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | – | $599.4 萬 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | – | $512.4 萬 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | – | $486.9 萬 |
| Schwab US Dividend Equity ETF808524797 | ETF | – | $422.4 萬 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | – | $396.9 萬 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | – | $396.4 萬 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | – | $391.3 萬 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | – | $309.0 萬 |
| iShares Core S&P Small Cap ETF464287804 | ETF | – | $299.8 萬 |
| AAPLApple Inc. | Stock | – | $293.4 萬 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | – | $280.8 萬 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | – | $267.6 萬 |
| iShares Core S&P 500 ETF464287200 | ETF | – | $250.2 萬 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | – | $240.1 萬 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | – | $238.4 萬 |
| SPYSPDR S&P 500 ETF Trust | ETF | – | $236.9 萬 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | – | $200.8 萬 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | – | $195.9 萬 |
| Global X FDS37954Y673 | US INFR DEV ETF | – | $188.8 萬 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | – | $186.8 萬 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | – | $168.9 萬 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | – | $168.6 萬 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | – | $159.8 萬 |
| iShares Tr464288414 | NATIONAL MUN ETF | – | $159.4 萬 |
| Invesco QQQ Trust Series I46090E103 | ETF | – | $153.0 萬 |
| Vanguard S&P 500 ETF922908363 | ETF | – | $136.7 萬 |
| iShares Tr464288885 | EAFE GRWTH ETF | – | $135.9 萬 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | – | $131.1 萬 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | – | $127.2 萬 |
| iShares Tr464288687 | PFD AND INCM SEC | – | $122.4 萬 |
| GOOGLAlphabet Inc. | Stock | – | $122.2 萬 |
| MSFTMicrosoft Corp | Stock | – | $121.4 萬 |
| CBChubb Ltd | Stock | – | $115.6 萬 |
| iShares MSCI Eafe ETF464287465 | ETF | – | $114.3 萬 |
| AMZNAmazon Com Inc | Stock | – | $113.6 萬 |
| MRKMerck & Co., Inc. | Stock | – | $105.3 萬 |
| UNHUnitedHealth Group Inc | Stock | – | $95.9 萬 |
| MAMastercard Inc | Stock | – | $94.2 萬 |
| BABAAlibaba Group Holding Ltd | ADR | – | $92.8 萬 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | – | $90.9 萬 |
| iShares Core Dividend Growth ETF46434V621 | ETF | – | $73.0 萬 |
| GOOGAlphabet Inc. | Stock | – | $71.3 萬 |
| AMTAmerican Tower Corp | REIT | – | $65.8 萬 |
| PFEPfizer Inc | Stock | – | $64.7 萬 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | – | $62.7 萬 |
| iShares Russell 1000 Value ETF464287598 | ETF | – | $58.0 萬 |
| JPMJPMorgan Chase & Co | Stock | – | $57.5 萬 |
| iShares Tr46434V407 | 0-5YR HI YL CP | – | $50.0 萬 |
| iShares Tr464287739 | U.S. REAL ES ETF | – | $47.5 萬 |
| NVDANVIDIA Corp | Stock | – | $45.7 萬 |
| USBUS Bancorp DE | COM NEW | – | $45.4 萬 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | – | $45.2 萬 |
| Iowa St SPL Oblig Ref BDS Rev46257TEM7 | SPL OBLIG REF BDS REV | – | $42.2 萬 |
| ACNAccenture plc | Stock | – | $40.5 萬 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | – | $39.5 萬 |
| Scago Edl Facs Corp for Ref Rev BDS CLBL80585TCD1 | REF REV BDS CLBL | – | $37.2 萬 |
| VVisa Inc. | Stock | – | $35.9 萬 |
| ADBEAdobe Inc. | Stock | – | $34.9 萬 |
| BACBank of America Corp | Stock | – | $33.3 萬 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | – | $33.1 萬 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | – | $32.4 萬 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | – | $31.7 萬 |
| TTTrane Technologies plc | SHS | – | $29.5 萬 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | – | $29.0 萬 |
| AVGOBroadcom Inc. | Stock | – | $29.0 萬 |
| iShares Core High Dividend ETF46429B663 | ETF | – | $27.9 萬 |
| HDHome Depot, Inc. | Stock | – | $27.8 萬 |
| iShares Russell 2000 Growth ETF464287648 | ETF | – | $27.3 萬 |
| NKENIKE, Inc. | Stock | – | $26.8 萬 |
| HONHoneywell International Inc | COM | – | $26.5 萬 |
| GLDSPDR Gold Trust | ETF | – | $26.3 萬 |
| RTXRTX Corp | Stock | – | $26.3 萬 |
| MUMicron Technology Inc | Stock | – | $25.4 萬 |
| iShares Russell Midcap ETF464287499 | ETF | – | $25.0 萬 |
| CVXChevron Corp | Stock | – | $24.7 萬 |
| CRMSalesforce, Inc. | Stock | – | $24.3 萬 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | – | $24.2 萬 |
| BRK.BBerkshire Hathaway Inc | Stock | – | $23.8 萬 |
| ELEstee Lauder Companies Inc | CL A | – | $23.5 萬 |
| Phoenix Ariz Civic Impt Corp Junior Lien Rev Ref BDS71883PKF3 | JUNIOR LIEN REV REF BDS | – | $23.2 萬 |
| iShares Tr464288638 | ISHS 5-10YR INVT | – | $22.8 萬 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | – | $22.2 萬 |
| ABTAbbott Laboratories | Stock | – | $22.2 萬 |
| iShares Tr464287119 | MORNINGSTAR GRWT | – | $22.1 萬 |
| ITWIllinois Tool Works Inc | Stock | – | $21.8 萬 |
| PEPPepsiCo Inc | Stock | – | $21.8 萬 |
| COSTCostco Wholesale Corp | Stock | – | $21.6 萬 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | – | $21.5 萬 |
| METAMeta Platforms, Inc. | Stock | – | $21.1 萬 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | – | $20.7 萬 |
| Vanguard Real Estate ETF922908553 | ETF | – | $19.7 萬 |
| ETNEaton Corp plc | Stock | – | $19.3 萬 |
| SBUXStarbucks Corp | Stock | – | $19.2 萬 |
| LLYEli Lilly & Co | Stock | – | $19.1 萬 |
| DLTRDollar Tree, Inc. | COM | – | $18.7 萬 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | – | $18.7 萬 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | – | $18.6 萬 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | – | $18.3 萬 |
| LOWLowes Companies Inc | Stock | – | $17.7 萬 |
| MNSTMonster Beverage Corp | COM | – | $16.8 萬 |
2022 年第 1 季之後清倉（278 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
依上一季市值列出前 100 檔，共 278 檔。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 25,582 | $711.8 萬 | 5.8% | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 77,309 | $542.7 萬 | 4.4% | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 55,789 | $442.0 萬 | 3.6% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 89,297 | $440.0 萬 | 3.6% | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 43,811 | $418.6 萬 | 3.4% | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 80,437 | $403.9 萬 | 3.3% | – |
| AAPLApple Inc. | Stock | 21,465 | $374.1 萬 | 3.0% | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 7,510 | $370.8 萬 | 3.0% | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 32,379 | $352.9 萬 | 2.9% | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,364 | $288.2 萬 | 2.3% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 6,273 | $285.3 萬 | 2.3% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 69,767 | $274.6 萬 | 2.2% | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 60,571 | $270.0 萬 | 2.2% | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 59,749 | $267.9 萬 | 2.2% | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 46,662 | $247.1 萬 | 2.0% | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 22,170 | $230.4 萬 | 1.9% | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 77,923 | $220.2 萬 | 1.8% | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 32,440 | $197.9 萬 | 1.6% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19,033 | $184.5 萬 | 1.5% | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 64,934 | $179.8 萬 | 1.5% | – |
| AMZNAmazon Com Inc | Stock | 535 | $175.0 萬 | 1.4% | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 34,583 | $175.0 萬 | 1.4% | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 88,025 | $168.2 萬 | 1.4% | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,468 | $161.6 萬 | 1.3% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,887 | $157.4 萬 | 1.3% | – |
| GOOGLAlphabet Inc. | Stock | 561 | $157.2 萬 | 1.3% | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,728 | $146.2 萬 | 1.2% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,500 | $145.7 萬 | 1.2% | – |
| iShares MSCI Eafe ETF464287465 | ETF | 18,302 | $135.9 萬 | 1.1% | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 96,318 | $129.8 萬 | 1.1% | – |
| CBChubb Ltd | Stock | 5,884 | $127.4 萬 | 1.0% | 歷史 |
| MAMastercard Inc | Stock | 3,143 | $114.3 萬 | 0.9% | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,832 | $103.4 萬 | 0.8% | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 29,432 | $101.7 萬 | 0.8% | – |
| MRKMerck & Co., Inc. | Stock | 11,486 | $95.9 萬 | 0.8% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,869 | $95.8 萬 | 0.8% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 8,518 | $93.8 萬 | 0.8% | 歷史 |
| GOOGAlphabet Inc. | Stock | 326 | $91.7 萬 | 0.7% | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 18,526 | $88.7 萬 | 0.7% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 15,126 | $80.8 萬 | 0.7% | – |
| NVDANVIDIA Corp | Stock | 3,018 | $80.6 萬 | 0.7% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 16,246 | $76.3 萬 | 0.6% | – |
| Polk Cnty Iowa Go Ref BDS CLBL731197P78 | GO REF BDS CLBL | – | $75.3 萬 | 0.6% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,417 | $75.0 萬 | 0.6% | – |
| JPMJPMorgan Chase & Co | Stock | 5,093 | $68.9 萬 | 0.6% | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,007 | $66.7 萬 | 0.5% | – |
| AMTAmerican Tower Corp | REIT | 2,576 | $66.1 萬 | 0.5% | 歷史 |
| PFEPfizer Inc | Stock | 12,314 | $63.5 萬 | 0.5% | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 5,171 | $56.8 萬 | 0.5% | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,723 | $53.2 萬 | 0.4% | – |
| USBUS Bancorp DE | COM NEW | 9,865 | $52.1 萬 | 0.4% | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,209 | $50.8 萬 | 0.4% | – |
| ACNAccenture plc | Stock | 1,461 | $49.7 萬 | 0.4% | 歷史 |
| BACBank of America Corp | Stock | 10,965 | $44.8 萬 | 0.4% | 歷史 |
| ADBEAdobe Inc. | Stock | 956 | $43.8 萬 | 0.4% | 歷史 |
| VVisa Inc. | Stock | 1,827 | $41.3 萬 | 0.3% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 11,029 | $39.9 萬 | 0.3% | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 8,842 | $38.7 萬 | 0.3% | – |
| AVGOBroadcom Inc. | Stock | 598 | $37.4 萬 | 0.3% | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,248 | $35.2 萬 | 0.3% | – |
| TTTrane Technologies plc | SHS | 2,274 | $35.2 萬 | 0.3% | 歷史 |
| NKENIKE, Inc. | Stock | 2,627 | $35.0 萬 | 0.3% | 歷史 |
| MUMicron Technology Inc | Stock | 4,603 | $35.0 萬 | 0.3% | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,344 | $34.7 萬 | 0.3% | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,540 | $32.9 萬 | 0.3% | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,941 | $32.4 萬 | 0.3% | – |
| METAMeta Platforms, Inc. | Stock | 1,389 | $31.2 萬 | 0.3% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,474 | $31.2 萬 | 0.3% | 歷史 |
| HDHome Depot, Inc. | Stock | 1,032 | $31.1 萬 | 0.3% | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 874 | $30.7 萬 | 0.2% | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,970 | $30.5 萬 | 0.2% | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,878 | $30.4 萬 | 0.2% | – |
| HONHoneywell International Inc | COM | 1,525 | $29.8 萬 | 0.2% | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 4,415 | $28.7 萬 | 0.2% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,729 | $28.5 萬 | 0.2% | – |
| GLDSPDR Gold Trust | ETF | 1,565 | $28.0 萬 | 0.2% | 歷史 |
| CVXChevron Corp | Stock | 1,697 | $27.8 萬 | 0.2% | 歷史 |
| RTXRTX Corp | Stock | 2,732 | $27.3 萬 | 0.2% | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,847 | $26.5 萬 | 0.2% | – |
| COSTCostco Wholesale Corp | Stock | 451 | $25.9 萬 | 0.2% | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 6,096 | $25.9 萬 | 0.2% | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 5,365 | $25.4 萬 | 0.2% | – |
| ELEstee Lauder Companies Inc | CL A | 925 | $25.3 萬 | 0.2% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,200 | $25.2 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,047 | $24.2 萬 | 0.2% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,168 | $23.7 萬 | 0.2% | – |
| ETNEaton Corp plc | Stock | 1,536 | $23.3 萬 | 0.2% | 歷史 |
| SBUXStarbucks Corp | Stock | 2,522 | $23.0 萬 | 0.2% | 歷史 |
| DISWalt Disney Co | Stock | 1,681 | $23.0 萬 | 0.2% | 歷史 |
| WKWorkiva Inc | COM CL A | 1,857 | $22.7 萬 | 0.2% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,937 | $22.6 萬 | 0.2% | – |
| PEPPepsiCo Inc | Stock | 1,314 | $22.3 萬 | 0.2% | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,198 | $20.9 萬 | 0.2% | – |
| ICEIntercontinental Exchange, Inc. | Stock | 1,560 | $20.7 萬 | 0.2% | 歷史 |
| LOWLowes Companies Inc | Stock | 1,019 | $20.6 萬 | 0.2% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,874 | $20.5 萬 | 0.2% | – |
| BABoeing Co | Stock | 1,059 | $20.2 萬 | 0.2% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 85 | $20.1 萬 | 0.2% | 歷史 |
| CSXCSX Corp | Stock | 5,595 | $19.8 萬 | 0.2% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 1,203 | $19.1 萬 | 0.2% | 歷史 |