Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/13 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 108
- 較 2023 年第 4 季 +6
- 總值
- $1.18 億
- 較 2023 年第 4 季 +$1,390 萬 (+13.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072L680 | STRIVE 500 ETF | 131,887 | $443.9 萬 | 3.8% | +527+0.4% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 7,699 | $380.9 萬 | 3.2% | +896+13.2% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 74,858 | $377.7 萬 | 3.2% | +1,464+2.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 118,551 | $331.5 萬 | 2.8% | +822+0.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,772 | $284.9 萬 | 2.4% | −1,136−14.4% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 59,080 | $271.4 萬 | 2.3% | +285+0.5% | 加碼 | – |
| CATCaterpillar Inc | Stock | 7,348 | $269.3 萬 | 2.3% | −261−3.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 76,209 | $265.4 萬 | 2.2% | +1,051+1.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 13,947 | $251.7 萬 | 2.1% | +311+2.3% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 40,642 | $220.4 萬 | 1.9% | +272+0.7% | 加碼 | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 69,749 | $220.1 萬 | 1.9% | +2,296+3.4% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,386 | $218.0 萬 | 1.8% | −135−1.6% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 10,499 | $216.5 萬 | 1.8% | −302−2.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,695 | $197.4 萬 | 1.7% | +41+1.5% | 加碼 | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 67,699 | $194.4 萬 | 1.6% | +784+1.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 10,462 | $188.7 萬 | 1.6% | +7,661+273.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,294 | $186.2 萬 | 1.6% | +231+2.5% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 39,482 | $185.6 萬 | 1.6% | +3,725+10.4% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 17,675 | $183.8 萬 | 1.6% | +7,864+80.2% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 31,285 | $181.8 萬 | 1.5% | +1,063+3.5% | 加碼 | – |
| CVXChevron Corp | Stock | 11,391 | $179.7 萬 | 1.5% | +2,193+23.8% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,091 | $176.7 萬 | 1.5% | −98−3.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 17,132 | $173.8 萬 | 1.5% | +342+2.0% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 18,513 | $173.0 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 6,747 | $171.9 萬 | 1.5% | +708+11.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 23,653 | $171.1 萬 | 1.5% | +2,175+10.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 11,317 | $170.8 萬 | 1.4% | +963+9.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 14,996 | $170.4 萬 | 1.4% | −472−3.1% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,990 | $160.7 萬 | 1.4% | +466+8.4% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,722 | $158.2 萬 | 1.3% | +403+17.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,534 | $157.2 萬 | 1.3% | −802−12.7% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 20,004 | $153.4 萬 | 1.3% | +2,271+12.8% | 加碼 | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 46,439 | $148.4 萬 | 1.3% | +733+1.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,360 | $143.4 萬 | 1.2% | +15+0.2% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,600 | $138.1 萬 | 1.2% | −400−8.0% | 減碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 9,314 | $138.1 萬 | 1.2% | −213−2.2% | 減碼 | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 20,153 | $129.4 萬 | 1.1% | −415−2.0% | 減碼 | – |
| TRGPTarga Resources Corp. | COM | 11,101 | $124.3 萬 | 1.1% | +11,101 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 5,672 | $120.9 萬 | 1.0% | +450+8.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,290 | $116.6 萬 | 1.0% | +9+0.7% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 17,208 | $111.8 萬 | 0.9% | +3,384+24.5% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 9,934 | $111.7 萬 | 0.9% | +9,934 | 新進 | 歷史 |
| ENSGEnsign Group, Inc | COM | 8,839 | $110.0 萬 | 0.9% | +3,173+56.0% | 加碼 | 歷史 |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 22,893 | $107.6 萬 | 0.9% | −412−1.8% | 減碼 | – |
| HONHoneywell International Inc | COM | 5,175 | $106.2 萬 | 0.9% | −133−2.5% | 減碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 17,844 | $105.8 萬 | 0.9% | +1,264+7.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 15,215 | $101.9 萬 | 0.9% | −1,614−9.6% | 減碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 7,809 | $101.7 萬 | 0.9% | +629+8.8% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 6,334 | $94.1 萬 | 0.8% | +414+7.0% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 4,710 | $93.7 萬 | 0.8% | +4,710 | 新進 | 歷史 |
| APTVAptiv PLC | SHS | 11,332 | $90.3 萬 | 0.8% | +2,756+32.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 15,028 | $87.0 萬 | 0.7% | +972+6.9% | 加碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 7,111 | $86.9 萬 | 0.7% | +1,749+32.6% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 18,301 | $86.8 萬 | 0.7% | −2,064−10.1% | 減碼 | – |
| ETSYEtsy Inc | COM | 12,464 | $85.7 萬 | 0.7% | +3,132+33.6% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 28,677 | $79.7 萬 | 0.7% | +3,653+14.6% | 加碼 | – |
| TGTTarget Corp | Stock | 4,491 | $79.6 萬 | 0.7% | −6,059−57.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,811 | $78.4 萬 | 0.7% | −744−16.3% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 7,247 | $76.1 萬 | 0.6% | −20−0.3% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 21,465 | $75.9 萬 | 0.6% | +21,465 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 12,477 | $59.8 萬 | 0.5% | +2,192+21.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 16,850 | $59.4 萬 | 0.5% | +16,850 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,949 | $59.2 萬 | 0.5% | −616−9.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 16,252 | $58.8 萬 | 0.5% | +2,689+19.8% | 加碼 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 26,351 | $57.9 萬 | 0.5% | +7,829+42.3% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 7,914 | $57.2 萬 | 0.5% | +1,539+24.1% | 加碼 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 23,853 | $56.8 萬 | 0.5% | +5,631+30.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 25,485 | $56.5 萬 | 0.5% | +1,805+7.6% | 加碼 | – |
| ROLRollins Inc | COM | 12,160 | $56.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45783Y624 | PREM INCM 20 BAR | 21,404 | $52.5 萬 | 0.4% | +2,299+12.0% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 9,852 | $50.4 萬 | 0.4% | −1,075−9.8% | 減碼 | – |
| First Tr Exchange-Traded FD33733E849 | VEST GOLD STRTGY | 23,878 | $47.1 萬 | 0.4% | +4,058+20.5% | 加碼 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 14,703 | $46.0 萬 | 0.4% | +14,703 | 新進 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 9,959 | $43.4 萬 | 0.4% | +9,959 | 新進 | – |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 15,934 | $43.2 萬 | 0.4% | +15,934 | 新進 | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 17,053 | $42.5 萬 | 0.4% | −1,804−9.6% | 減碼 | – |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 13,409 | $42.2 萬 | 0.4% | +13,409 | 新進 | – |
| MMM3M Co | Stock | 3,761 | $39.9 萬 | 0.3% | +353+10.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 12,263 | $38.7 萬 | 0.3% | +12,263 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,385 | $38.5 萬 | 0.3% | +443+7.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,184 | $37.0 萬 | 0.3% | +60+1.9% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,406 | $36.7 萬 | 0.3% | −485−8.2% | 減碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 6,606 | $36.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 692 | $36.4 萬 | 0.3% | 00.0% | 不變 | – |
| IRIngersoll Rand Inc. | COM | 3,625 | $34.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 14,315 | $33.7 萬 | 0.3% | +14,315 | 新進 | – |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 15,239 | $33.4 萬 | 0.3% | +2,697+21.5% | 加碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 4,523 | $33.2 萬 | 0.3% | +569+14.4% | 加碼 | – |
| ECLEcolab Inc. | Stock | 1,328 | $30.7 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 11,924 | $29.6 萬 | 0.3% | +2,162+22.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,615 | $28.4 萬 | 0.2% | +109+7.2% | 加碼 | 歷史 |
| XELXcel Energy Inc | Stock | 5,195 | $27.9 萬 | 0.2% | +343+7.1% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 2,504 | $27.6 萬 | 0.2% | 00.0% | 不變 | – |
| CLColgate Palmolive Co | Stock | 3,015 | $27.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,551 | $27.1 萬 | 0.2% | +48+3.2% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 1,647 | $26.9 萬 | 0.2% | −6,270−79.2% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 3,601 | $25.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 5,349 | $23.9 萬 | 0.2% | 00.0% | 不變 | – |
| CDNSCadence Design Systems Inc | Stock | 768 | $23.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,277 | $23.3 萬 | 0.2% | +1,277 | 新進 | 歷史 |
2023 年第 4 季之後清倉（13 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BXBlackstone Inc. | COM | 8,193 | $107.3 萬 | 1.0% | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 18,136 | $57.7 萬 | 0.6% | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 15,411 | $55.8 萬 | 0.5% | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 19,959 | $54.1 萬 | 0.5% | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 14,483 | $39.3 萬 | 0.4% | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 15,202 | $36.6 萬 | 0.4% | – |
| HCAHCA Healthcare, Inc. | COM | 1,206 | $32.6 萬 | 0.3% | 歷史 |
| INTCIntel Corp | Stock | 6,366 | $32.0 萬 | 0.3% | 歷史 |
| First Tr Exchng Traded FD VI33740F474 | FT VEST US EQT | 9,357 | $30.8 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 7,316 | $26.3 萬 | 0.3% | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 9,753 | $25.1 萬 | 0.2% | – |
| MRKMerck & Co., Inc. | Stock | 1,880 | $20.5 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 8,434 | $20.1 萬 | 0.2% | – |