Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/9 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 116
- 較 2024 年第 1 季 +8
- 總值
- $1.28 億
- 較 2024 年第 1 季 +$1,030 萬 (+8.7%)
| 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 | 129,480 | $452.8 萬 | 3.5% | −2,407−1.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 8,886 | $452.5 萬 | 3.5% | +1,187+15.4% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 75,957 | $383.4 萬 | 3.0% | +1,099+1.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 119,543 | $345.7 萬 | 2.7% | +992+0.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,444 | $332.7 萬 | 2.6% | +672+9.9% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 58,385 | $266.2 萬 | 2.1% | −695−1.2% | 減碼 | – |
| CATCaterpillar Inc | Stock | 7,943 | $264.6 萬 | 2.1% | +595+8.1% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 75,371 | $251.6 萬 | 2.0% | −838−1.1% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 10,558 | $249.2 萬 | 1.9% | +59+0.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,884 | $245.2 萬 | 1.9% | +189+7.0% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 14,396 | $233.5 萬 | 1.8% | +449+3.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 11,832 | $228.7 萬 | 1.8% | +1,370+13.1% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,538 | $228.4 萬 | 1.8% | +152+1.8% | 加碼 | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 70,230 | $227.7 萬 | 1.8% | +481+0.7% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 11,276 | $224.6 萬 | 1.8% | −6,399−36.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,302 | $224.1 萬 | 1.7% | +985+8.7% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 40,240 | $223.3 萬 | 1.7% | −402−1.0% | 減碼 | – |
| FCXFreeport-McMoran Inc | Stock | 42,624 | $207.2 萬 | 1.6% | +3,142+8.0% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 6,099 | $206.8 萬 | 1.6% | +565+10.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 18,659 | $205.4 萬 | 1.6% | +1,527+8.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,103 | $204.3 萬 | 1.6% | +809+8.7% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 25,565 | $202.7 萬 | 1.6% | +7,052+38.1% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,393 | $201.9 萬 | 1.6% | +302+9.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 12,752 | $199.5 萬 | 1.6% | +1,361+11.9% | 加碼 | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 66,988 | $199.2 萬 | 1.6% | −711−1.1% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 25,907 | $190.9 萬 | 1.5% | +2,254+9.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,998 | $189.5 萬 | 1.5% | +638+7.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 15,000 | $185.3 萬 | 1.4% | +2,100+16.3% | 加碼依 10 比 1 拆股換算 | 歷史 |
| ABTAbbott Laboratories | Stock | 16,778 | $174.3 萬 | 1.4% | +1,782+11.9% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 31,527 | $171.8 萬 | 1.3% | +242+0.8% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,033 | $167.7 萬 | 1.3% | +311+11.4% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,580 | $167.1 萬 | 1.3% | +833+12.3% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 21,346 | $163.7 萬 | 1.3% | +1,342+6.7% | 加碼 | – |
| TRGPTarga Resources Corp. | COM | 11,782 | $151.7 萬 | 1.2% | +681+6.1% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,600 | $151.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 4,729 | $147.8 萬 | 1.2% | +4,729 | 新進 | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 46,044 | $139.8 萬 | 1.1% | −395−0.9% | 減碼 | – |
| VVisa Inc. | Stock | 5,296 | $139.0 萬 | 1.1% | +4,546+606.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,221 | $132.7 萬 | 1.0% | +549+9.7% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 10,076 | $130.5 萬 | 1.0% | +762+8.2% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 10,862 | $128.3 萬 | 1.0% | +928+9.3% | 加碼 | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 19,348 | $126.8 萬 | 1.0% | −805−4.0% | 減碼 | – |
| OXYOccidental Petroleum Corp | Stock | 19,058 | $120.1 萬 | 0.9% | +1,850+10.8% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 9,695 | $119.9 萬 | 0.9% | +856+9.7% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 7,133 | $110.9 萬 | 0.9% | +799+12.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,175 | $110.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 22,758 | $106.6 萬 | 0.8% | −135−0.6% | 減碼 | – |
| AWKAmerican Water Works Company, Inc. | Stock | 7,845 | $101.3 萬 | 0.8% | +734+10.3% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 9,003 | $101.1 萬 | 0.8% | +1,194+15.3% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 19,882 | $99.3 萬 | 0.8% | +2,038+11.4% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 13,025 | $91.7 萬 | 0.7% | +1,693+14.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 15,931 | $90.3 萬 | 0.7% | +903+6.0% | 加碼 | – |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 29,685 | $84.3 萬 | 0.7% | +1,008+3.5% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 17,421 | $82.5 萬 | 0.6% | −880−4.8% | 減碼 | – |
| PAYCPaycom Software, Inc. | Stock | 5,705 | $81.6 萬 | 0.6% | +995+21.1% | 加碼 | 歷史 |
| GTLSChart Industries Inc | COM | 5,405 | $78.0 萬 | 0.6% | +5,405 | 新進 | 歷史 |
| LULUlululemon athletica inc. | Stock | 2,570 | $76.8 萬 | 0.6% | +2,570 | 新進 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 15,212 | $73.8 萬 | 0.6% | +2,735+21.9% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,325 | $71.5 萬 | 0.6% | −486−12.8% | 減碼 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 30,091 | $69.2 萬 | 0.5% | +3,740+14.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 19,034 | $66.4 萬 | 0.5% | −2,431−11.3% | 減碼 | – |
| TGTTarget Corp | Stock | 4,432 | $65.6 萬 | 0.5% | −59−1.3% | 減碼 | 歷史 |
| Innovator ETFs Tr45783Y624 | PREM INCM 20 BAR | 24,913 | $61.3 萬 | 0.5% | +3,509+16.4% | 加碼 | – |
| ROLRollins Inc | COM | 12,160 | $59.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 16,113 | $59.3 萬 | 0.5% | −139−0.9% | 減碼 | – |
| First Tr Exchange-Traded FD33733E849 | VEST GOLD STRTGY | 28,285 | $57.6 萬 | 0.4% | +4,407+18.5% | 加碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 12,518 | $56.8 萬 | 0.4% | +2,559+25.7% | 加碼 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 17,782 | $55.9 萬 | 0.4% | +3,079+20.9% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 7,761 | $54.6 萬 | 0.4% | −153−1.9% | 減碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 10,935 | $54.4 萬 | 0.4% | +1,083+11.0% | 加碼 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 21,840 | $53.5 萬 | 0.4% | −2,013−8.4% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 2,233 | $52.9 萬 | 0.4% | −3,757−62.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 14,648 | $52.8 萬 | 0.4% | −2,202−13.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 23,151 | $50.6 萬 | 0.4% | −2,334−9.2% | 減碼 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,898 | $48.7 萬 | 0.4% | −1,051−17.7% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,384 | $44.5 萬 | 0.3% | +999+15.6% | 加碼 | – |
| MMM3M Co | Stock | 3,978 | $40.6 萬 | 0.3% | +217+5.8% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 12,345 | $39.8 萬 | 0.3% | −1,064−7.9% | 減碼 | – |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 13,642 | $38.1 萬 | 0.3% | −2,292−14.4% | 減碼 | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 14,871 | $36.9 萬 | 0.3% | −2,182−12.8% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 671 | $36.7 萬 | 0.3% | −21−3.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 11,275 | $36.6 萬 | 0.3% | −988−8.1% | 減碼 | – |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 6,355 | $36.1 萬 | 0.3% | −251−3.8% | 減碼 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 4,668 | $34.9 萬 | 0.3% | +145+3.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,993 | $34.5 萬 | 0.3% | −191−6.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F318 | FT VEST US EQT E | 10,267 | $33.4 萬 | 0.3% | +10,267 | 新進 | – |
| IRIngersoll Rand Inc. | COM | 3,625 | $32.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,734 | $32.0 萬 | 0.2% | −672−12.4% | 減碼 | – |
| ECLEcolab Inc. | Stock | 1,329 | $31.6 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 348 | $31.5 萬 | 0.2% | +50+16.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 13,131 | $30.9 萬 | 0.2% | −1,184−8.3% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 3,015 | $29.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 9,480 | $28.2 萬 | 0.2% | +9,480 | 新進 | – |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 12,914 | $28.1 萬 | 0.2% | −2,325−15.3% | 減碼 | – |
| ETSYEtsy Inc | COM | 4,717 | $27.8 萬 | 0.2% | −7,747−62.2% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 5,195 | $27.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Aim ETF Products Trust00888H786 | ALLIA US FEB ETF | 9,235 | $27.4 萬 | 0.2% | +1,312+16.6% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 2,414 | $27.1 萬 | 0.2% | −90−3.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 1,614 | $26.6 萬 | 0.2% | +63+4.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 10,146 | $26.4 萬 | 0.2% | −1,778−14.9% | 減碼 | – |
2024 年第 1 季之後清倉（3 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。