Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/29 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 119
- 較 2024 年第 2 季 +3
- 總值
- $1.39 億
- 較 2024 年第 2 季 +$1,054 萬 (+8.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 8,997 | $526.0 萬 | 3.8% | +111+1.2% | 加碼 | 歷史 |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 126,145 | $464.7 萬 | 3.3% | −3,335−2.6% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 79,881 | $405.3 萬 | 2.9% | +3,924+5.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 120,894 | $361.4 萬 | 2.6% | +1,351+1.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,653 | $329.3 萬 | 2.4% | +209+2.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 8,193 | $320.4 萬 | 2.3% | +250+3.1% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 73,642 | $267.9 萬 | 1.9% | −1,729−2.3% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,007 | $266.6 萬 | 1.9% | +123+4.3% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 58,021 | $265.2 萬 | 1.9% | −364−0.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,043 | $256.1 萬 | 1.8% | +505+5.9% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 14,695 | $241.1 萬 | 1.7% | +299+2.1% | 加碼 | 歷史 |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 72,626 | $237.3 萬 | 1.7% | +2,396+3.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,275 | $228.7 萬 | 1.6% | +443+3.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 19,254 | $226.3 萬 | 1.6% | +595+3.2% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 25,565 | $223.7 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 44,469 | $222.0 萬 | 1.6% | +1,845+4.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,393 | $219.1 萬 | 1.6% | +290+2.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 10,809 | $218.4 萬 | 1.6% | +251+2.4% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 39,421 | $216.5 萬 | 1.6% | −819−2.0% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 6,311 | $215.7 萬 | 1.6% | +212+3.5% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,873 | $213.2 萬 | 1.5% | +293+3.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 12,581 | $208.6 萬 | 1.5% | +279+2.3% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 17,665 | $201.4 萬 | 1.5% | +887+5.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 8,623 | $200.9 萬 | 1.4% | −375−4.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,807 | $200.8 萬 | 1.4% | +531+4.7% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 6,223 | $200.5 萬 | 1.4% | +1,494+31.6% | 加碼 | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 65,460 | $198.6 萬 | 1.4% | −1,528−2.3% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 25,211 | $198.4 萬 | 1.4% | +3,865+18.1% | 加碼 | – |
| CVXChevron Corp | Stock | 13,304 | $195.9 萬 | 1.4% | +552+4.3% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,166 | $195.8 萬 | 1.4% | +133+4.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,993 | $192.3 萬 | 1.4% | +1,697+32.0% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,624 | $183.5 萬 | 1.3% | +231+6.8% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 12,092 | $179.0 萬 | 1.3% | +310+2.6% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,600 | $178.8 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 27,576 | $178.7 萬 | 1.3% | +1,669+6.4% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 30,822 | $178.2 萬 | 1.3% | −705−2.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 12,794 | $155.4 萬 | 1.1% | −2,206−14.7% | 減碼 | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 46,034 | $145.6 萬 | 1.0% | −100.0% | 減碼 | – |
| APOApollo Global Management, Inc. | COM | 11,613 | $145.1 萬 | 1.0% | +751+6.9% | 加碼 | 歷史 |
| ENSGEnsign Group, Inc | COM | 10,042 | $144.4 萬 | 1.0% | +347+3.6% | 加碼 | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 19,460 | $139.2 萬 | 1.0% | +112+0.6% | 加碼 | – |
| WMWaste Management Inc | Stock | 6,515 | $135.3 萬 | 1.0% | +294+4.7% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 10,689 | $134.8 萬 | 1.0% | +613+6.1% | 加碼 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 8,298 | $121.4 萬 | 0.9% | +453+5.8% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 9,514 | $120.1 萬 | 0.9% | +511+5.7% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 7,663 | $117.8 萬 | 0.8% | +530+7.4% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,155 | $112.7 萬 | 0.8% | +1,585+61.7% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 21,412 | $111.7 萬 | 0.8% | +1,530+7.7% | 加碼 | 歷史 |
| GTLSChart Industries Inc | COM | 8,803 | $109.3 萬 | 0.8% | +3,398+62.9% | 加碼 | 歷史 |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 22,725 | $107.9 萬 | 0.8% | −33−0.1% | 減碼 | – |
| HONHoneywell International Inc | COM | 5,205 | $107.6 萬 | 0.8% | +30+0.6% | 加碼 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 6,371 | $106.1 萬 | 0.8% | +666+11.7% | 加碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 20,574 | $106.0 萬 | 0.8% | +1,516+8.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 17,327 | $103.1 萬 | 0.7% | +1,396+8.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F227 | VEST U S EQUITY | 32,007 | $103.1 萬 | 0.7% | +32,007 | 新進 | – |
| APTVAptiv PLC | SHS | 13,895 | $100.1 萬 | 0.7% | +870+6.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 25,584 | $90.6 萬 | 0.7% | +25,584 | 新進 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 33,948 | $88.3 萬 | 0.6% | +3,857+12.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 37,540 | $87.7 萬 | 0.6% | +24,626+190.7% | 加碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 17,361 | $85.6 萬 | 0.6% | +2,149+14.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 20,649 | $78.5 萬 | 0.6% | +4,536+28.2% | 加碼 | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 15,980 | $77.8 萬 | 0.6% | −1,441−8.3% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 3,120 | $75.8 萬 | 0.5% | −205−6.2% | 減碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 9,718 | $73.1 萬 | 0.5% | +1,957+25.2% | 加碼 | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 27,312 | $69.7 萬 | 0.5% | +5,472+25.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 30,048 | $68.7 萬 | 0.5% | +6,897+29.8% | 加碼 | – |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 23,707 | $68.4 萬 | 0.5% | +10,065+73.8% | 加碼 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 11,183 | $68.0 萬 | 0.5% | +11,183 | 新進 | – |
| First Tr Exchange-Traded FD33733E849 | VEST GOLD STRTGY | 29,733 | $67.1 萬 | 0.5% | +1,448+5.1% | 加碼 | – |
| TGTTarget Corp | Stock | 4,232 | $66.0 萬 | 0.5% | −200−4.5% | 減碼 | 歷史 |
| ROLRollins Inc | COM | 12,160 | $61.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Aim ETF Products Trust00888H570 | ALLIANZIM EQ BUF | 21,719 | $56.8 萬 | 0.4% | +21,719 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,589 | $55.6 萬 | 0.4% | +1,205+16.3% | 加碼 | – |
| MMM3M Co | Stock | 3,963 | $54.2 萬 | 0.4% | −15−0.4% | 減碼 | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 10,095 | $53.8 萬 | 0.4% | −840−7.7% | 減碼 | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 15,257 | $48.5 萬 | 0.3% | +15,257 | 新進 | – |
| First Tr Exchng Traded FD VI33740F391 | FT VEST U.S | 14,075 | $47.5 萬 | 0.3% | +14,075 | 新進 | – |
| Innovator ETFs Trust45783Y145 | INTL DEVELOPED | 18,526 | $47.4 萬 | 0.3% | +18,526 | 新進 | – |
| Aim ETF Products Trust00888H661 | ALLIANZIM US EQT | 16,653 | $45.3 萬 | 0.3% | +16,653 | 新進 | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 4,465 | $45.2 萬 | 0.3% | −433−8.8% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 671 | $38.7 萬 | 0.3% | 00.0% | 不變 | – |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 12,961 | $38.1 萬 | 0.3% | −16,724−56.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,231 | $37.9 萬 | 0.3% | +238+8.0% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 4,734 | $37.4 萬 | 0.3% | +66+1.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,361 | $35.6 萬 | 0.3% | +54+4.1% | 加碼 | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 5,892 | $35.4 萬 | 0.3% | −463−7.3% | 減碼 | – |
| ECLEcolab Inc. | Stock | 1,380 | $35.2 萬 | 0.3% | +51+3.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F219 | FT VEST NASD 100 | 16,683 | $34.1 萬 | 0.2% | +16,683 | 新進 | – |
| XELXcel Energy Inc | Stock | 5,181 | $33.8 萬 | 0.2% | −14−0.3% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 3,425 | $33.6 萬 | 0.2% | −200−5.5% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,072 | $31.9 萬 | 0.2% | +57+1.9% | 加碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,353 | $31.6 萬 | 0.2% | −381−8.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,474 | $29.1 萬 | 0.2% | +44+3.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 328 | $29.1 萬 | 0.2% | −20−5.7% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 7,052 | $29.0 萬 | 0.2% | +7,052 | 新進 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 9,480 | $28.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 2,414 | $28.9 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,301 | $28.8 萬 | 0.2% | +41+3.3% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 3,601 | $26.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Tr45783Y624 | PREM INCM 20 BAR | 10,370 | $25.6 萬 | 0.2% | −14,543−58.4% | 減碼 | – |
2024 年第 2 季之後清倉（17 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 19,034 | $66.4 萬 | 0.5% | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 12,518 | $56.8 萬 | 0.4% | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 17,782 | $55.9 萬 | 0.4% | – |
| ITWIllinois Tool Works Inc | Stock | 2,233 | $52.9 萬 | 0.4% | 歷史 |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 14,648 | $52.8 萬 | 0.4% | – |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 12,345 | $39.8 萬 | 0.3% | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 14,871 | $36.9 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740U679 | FT VEST US EQT | 11,275 | $36.6 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F318 | FT VEST US EQT E | 10,267 | $33.4 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F656 | FT VEST INTE | 13,131 | $30.9 萬 | 0.2% | – |
| ETSYEtsy Inc | COM | 4,717 | $27.8 萬 | 0.2% | 歷史 |
| Aim ETF Products Trust00888H786 | ALLIA US FEB ETF | 9,235 | $27.4 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F649 | FT VEST NAS | 10,146 | $26.4 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 7,075 | $26.1 萬 | 0.2% | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,208 | $24.4 萬 | 0.2% | 歷史 |
| Innovator ETFs Tr45783Y525 | PREM INC 20 BARR | 9,744 | $23.4 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F292 | FT VEST US SMALL | 10,535 | $21.2 萬 | 0.2% | – |