Paladin Advisory Group, LLC
- SEC CIK
- 0001899703
- 最新申報
- 2026/7/28
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/21 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 265
- 較 2022 年第 4 季 +265
- 總值
- $1.20 億
- 較 2022 年第 4 季 +$1.20 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 | 25,995 | $635.1 萬 | 5.3% | +25,995 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 73,807 | $493.4 萬 | 4.1% | +73,807 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 63,679 | $465.9 萬 | 3.9% | +63,679 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 87,055 | $438.1 萬 | 3.6% | +87,055 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 47,181 | $430.5 萬 | 3.6% | +47,181 | 新進 | – |
| AAPLApple Inc. | Stock | 21,507 | $354.7 萬 | 2.9% | +21,507 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 73,855 | $338.1 萬 | 2.8% | +73,855 | 新進 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 59,890 | $327.0 萬 | 2.7% | +59,890 | 新進 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 87,157 | $325.8 萬 | 2.7% | +87,157 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,864 | $314.7 萬 | 2.6% | +6,864 | 新進 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,568 | $289.4 萬 | 2.4% | +11,568 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,656 | $277.1 萬 | 2.3% | +28,656 | 新進 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 51,391 | $268.6 萬 | 2.2% | +51,391 | 新進 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,293 | $258.7 萬 | 2.2% | +6,293 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,848 | $239.4 萬 | 2.0% | +5,848 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 65,181 | $222.5 萬 | 1.8% | +65,181 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 20,306 | $218.8 萬 | 1.8% | +20,306 | 新進 | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 76,636 | $217.3 萬 | 1.8% | +76,636 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 19,795 | $196.4 萬 | 1.6% | +19,795 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,077 | $195.0 萬 | 1.6% | +6,077 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 48,034 | $194.1 萬 | 1.6% | +48,034 | 新進 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 112,313 | $188.1 萬 | 1.6% | +112,313 | 新進 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19,874 | $186.2 萬 | 1.5% | +19,874 | 新進 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 36,187 | $183.8 萬 | 1.5% | +36,187 | 新進 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 92,067 | $180.0 萬 | 1.5% | +92,067 | 新進 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 52,609 | $169.0 萬 | 1.4% | +52,609 | 新進 | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 38,394 | $159.2 萬 | 1.3% | +38,394 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 4,695 | $135.4 萬 | 1.1% | +4,695 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,569 | $134.2 萬 | 1.1% | +3,569 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 17,619 | $126.0 萬 | 1.0% | +17,619 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 11,564 | $123.0 萬 | 1.0% | +11,564 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,018 | $122.8 萬 | 1.0% | +6,018 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 11,220 | $116.4 萬 | 1.0% | +11,220 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 5,774 | $112.1 萬 | 0.9% | +5,774 | 新進 | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 47,823 | $111.8 萬 | 0.9% | +47,823 | 新進 | – |
| MAMastercard Inc | Stock | 2,988 | $108.6 萬 | 0.9% | +2,988 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,380 | $107.2 萬 | 0.9% | +10,380 | 新進 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 33,943 | $100.6 萬 | 0.8% | +33,943 | 新進 | – |
| BABAAlibaba Group Holding Ltd | ADR | 8,682 | $88.7 萬 | 0.7% | +8,682 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,821 | $86.1 萬 | 0.7% | +1,821 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,928 | $81.3 萬 | 0.7% | +2,928 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 16,078 | $80.4 萬 | 0.7% | +16,078 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 6,520 | $67.8 萬 | 0.6% | +6,520 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,770 | $62.2 萬 | 0.5% | +4,770 | 新進 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,664 | $55.8 萬 | 0.5% | +3,664 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,433 | $53.4 萬 | 0.4% | +6,433 | 新進 | – |
| AMTAmerican Tower Corp | REIT | 2,576 | $52.6 萬 | 0.4% | +2,576 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 12,279 | $50.1 萬 | 0.4% | +12,279 | 新進 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 11,744 | $48.9 萬 | 0.4% | +11,744 | 新進 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 12,665 | $47.8 萬 | 0.4% | +12,665 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 9,674 | $46.3 萬 | 0.4% | +9,674 | 新進 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,366 | $46.1 萬 | 0.4% | +4,366 | 新進 | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 21,852 | $45.5 萬 | 0.4% | +21,852 | 新進 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 16,260 | $41.9 萬 | 0.3% | +16,260 | 新進 | – |
| ACNAccenture plc | Stock | 1,461 | $41.8 萬 | 0.3% | +1,461 | 新進 | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 4,885 | $41.5 萬 | 0.3% | +4,885 | 新進 | – |
| VVisa Inc. | Stock | 1,827 | $41.2 萬 | 0.3% | +1,827 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 2,184 | $40.2 萬 | 0.3% | +2,184 | 新進 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,003 | $39.9 萬 | 0.3% | +4,003 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,900 | $38.2 萬 | 0.3% | +6,900 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,467 | $37.3 萬 | 0.3% | +2,467 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 568 | $36.4 萬 | 0.3% | +568 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,076 | $36.3 萬 | 0.3% | +10,076 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 901 | $34.7 萬 | 0.3% | +901 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 7,902 | $34.7 萬 | 0.3% | +7,902 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,590 | $32.7 萬 | 0.3% | +3,590 | 新進 | – |
| NKENIKE, Inc. | Stock | 2,627 | $32.2 萬 | 0.3% | +2,627 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,474 | $29.4 萬 | 0.2% | +1,474 | 新進 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,200 | $29.2 萬 | 0.2% | +1,200 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,565 | $28.7 萬 | 0.2% | +1,565 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,757 | $28.7 萬 | 0.2% | +1,757 | 新進 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,259 | $28.6 萬 | 0.2% | +1,259 | 新進 | – |
| MUMicron Technology Inc | Stock | 4,603 | $27.8 萬 | 0.2% | +4,603 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,970 | $27.6 萬 | 0.2% | +2,970 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 9,610 | $27.5 萬 | 0.2% | +9,610 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 930 | $27.4 萬 | 0.2% | +930 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 2,795 | $27.4 萬 | 0.2% | +2,795 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 874 | $27.0 萬 | 0.2% | +874 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,269 | $26.9 萬 | 0.2% | +1,269 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 1,404 | $26.8 萬 | 0.2% | +1,404 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,531 | $26.4 萬 | 0.2% | +2,531 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 1,536 | $26.3 萬 | 0.2% | +1,536 | 新進 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 4,590 | $25.4 萬 | 0.2% | +4,590 | 新進 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 6,052 | $24.8 萬 | 0.2% | +6,052 | 新進 | – |
| PEPPepsiCo Inc | Stock | 1,314 | $24.0 萬 | 0.2% | +1,314 | 新進 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 925 | $22.8 萬 | 0.2% | +925 | 新進 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 3,088 | $22.8 萬 | 0.2% | +3,088 | 新進 | – |
| BKNGBooking Holdings Inc. | Stock | 85 | $22.5 萬 | 0.2% | +85 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 451 | $22.4 萬 | 0.2% | +451 | 新進 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,440 | $21.7 萬 | 0.2% | +4,440 | 新進 | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 3,158 | $21.4 萬 | 0.2% | +3,158 | 新進 | – |
| BABoeing Co | Stock | 991 | $21.1 萬 | 0.2% | +991 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,047 | $20.7 萬 | 0.2% | +2,047 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,169 | $20.7 萬 | 0.2% | +3,169 | 新進 | – |
| LOWLowes Companies Inc | Stock | 1,019 | $20.4 萬 | 0.2% | +1,019 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 590 | $20.3 萬 | 0.2% | +590 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 3,634 | $19.6 萬 | 0.2% | +3,634 | 新進 | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 3,198 | $19.5 萬 | 0.2% | +3,198 | 新進 | – |
| WKWorkiva Inc | COM CL A | 1,857 | $19.0 萬 | 0.2% | +1,857 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,440 | $19.0 萬 | 0.2% | +3,440 | 新進 | – |