Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/30 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 140
- 較 2024 年第 3 季 +21
- 總值
- $1.75 億
- 較 2024 年第 3 季 +$3,578 萬 (+25.8%)
| 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 | 125,385 | $474.0 萬 | 2.7% | −760−0.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 9,263 | $468.6 萬 | 2.7% | +266+3.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 11,836 | $429.4 萬 | 2.5% | +3,643+44.5% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 77,860 | $392.2 萬 | 2.2% | −2,021−2.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 119,649 | $364.6 萬 | 2.1% | −1,245−1.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 7,922 | $333.9 萬 | 1.9% | +269+3.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 19,849 | $304.9 萬 | 1.7% | +8,042+68.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,460 | $292.7 萬 | 1.7% | +2,879+22.9% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 75,449 | $270.5 萬 | 1.5% | +1,807+2.5% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 12,224 | $268.2 萬 | 1.5% | −51−0.4% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 59,123 | $257.0 萬 | 1.5% | +1,102+1.9% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 2,785 | $255.2 萬 | 1.5% | −222−7.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,505 | $246.5 萬 | 1.4% | −538−5.9% | 減碼 | – |
| VVisa Inc. | Stock | 7,337 | $231.9 萬 | 1.3% | +344+4.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,667 | $231.7 萬 | 1.3% | −726−7.0% | 減碼 | 歷史 |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 73,006 | $228.7 萬 | 1.3% | +380+0.5% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 40,406 | $227.8 萬 | 1.3% | +985+2.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,097 | $227.8 萬 | 1.3% | +474+5.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 12,248 | $222.9 萬 | 1.3% | −374−3.0% | 減碼依 2 比 1 拆股換算 | 歷史 |
| NEMNEWMONT Corp | Stock | 57,972 | $215.8 萬 | 1.2% | +57,972 | 新進 | 歷史 |
| GGGGraco Inc | COM | 25,565 | $215.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 18,827 | $213.0 萬 | 1.2% | +1,162+6.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 28,487 | $210.8 萬 | 1.2% | +911+3.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 14,480 | $209.7 萬 | 1.2% | +1,176+8.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,120 | $200.4 萬 | 1.1% | +247+3.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,779 | $196.6 萬 | 1.1% | +613+19.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 12,070 | $196.3 萬 | 1.1% | +1,261+11.7% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 3,979 | $193.1 萬 | 1.1% | +355+9.8% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,624 | $188.7 萬 | 1.1% | +929+6.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 7,192 | $187.5 萬 | 1.1% | +969+15.6% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 49,213 | $187.4 萬 | 1.1% | +4,744+10.7% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 24,196 | $187.0 萬 | 1.1% | −1,015−4.0% | 減碼 | – |
| Ea Series Trust02072L698 | STRIVE EMERGING | 67,543 | $186.2 萬 | 1.1% | +2,083+3.2% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 32,584 | $184.0 萬 | 1.1% | +1,762+5.7% | 加碼 | – |
| GLWCorning Inc | COM | 38,628 | $183.6 萬 | 1.1% | +38,628 | 新進 | 歷史 |
| TTTrane Technologies plc | SHS | 4,628 | $170.9 萬 | 1.0% | +28+0.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 12,641 | $169.8 萬 | 1.0% | −153−1.2% | 減碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 9,382 | $167.5 萬 | 1.0% | −2,710−22.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 27,906 | $165.2 萬 | 0.9% | +23,843+586.8% | 加碼 | 歷史 |
| GTLSChart Industries Inc | COM | 8,509 | $162.4 萬 | 0.9% | −294−3.3% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 9,813 | $162.1 萬 | 0.9% | −1,800−15.5% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,224 | $161.5 萬 | 0.9% | +69+1.7% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 6,739 | $150.8 萬 | 0.9% | +6,739 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 8,877 | $147.9 萬 | 0.8% | +8,877 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,676 | $146.8 萬 | 0.8% | +5,375+413.1% | 加碼 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 7,866 | $144.8 萬 | 0.8% | +203+2.6% | 加碼 | 歷史 |
| BPOPPopular, Inc. | COM NEW | 15,184 | $142.8 萬 | 0.8% | +15,184 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 7,041 | $142.1 萬 | 0.8% | +526+8.1% | 加碼 | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 48,561 | $141.7 萬 | 0.8% | +2,527+5.5% | 加碼 | – |
| ENSGEnsign Group, Inc | COM | 10,276 | $136.5 萬 | 0.8% | +234+2.3% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 63,330 | $134.0 萬 | 0.8% | +63,330 | 新進 | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 6,517 | $133.6 萬 | 0.8% | +146+2.3% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 13,995 | $132.6 萬 | 0.8% | +13,995 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 26,516 | $131.0 萬 | 0.8% | +5,942+28.9% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 2,032 | $129.2 萬 | 0.7% | +2,032 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F367 | FT VEST U.S | 36,894 | $126.2 萬 | 0.7% | +36,894 | 新進 | – |
| PLDPrologis, Inc. | REIT | 11,857 | $125.3 萬 | 0.7% | +2,343+24.6% | 加碼 | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 17,771 | $124.8 萬 | 0.7% | −1,689−8.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F185 | FT VEST US EQT | 62,103 | $123.3 萬 | 0.7% | +62,103 | 新進 | – |
| SPGSimon Property Group Inc. | REIT | 7,138 | $122.9 萬 | 0.7% | +7,138 | 新進 | 歷史 |
| APTVAptiv PLC | Stock | 20,301 | $122.8 萬 | 0.7% | +6,406+46.1% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 76,734 | $121.2 萬 | 0.7% | +76,734 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 5,346 | $120.8 萬 | 0.7% | +141+2.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 51,043 | $120.3 萬 | 0.7% | +13,503+36.0% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 25,053 | $119.8 萬 | 0.7% | +25,053 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 21,232 | $113.1 萬 | 0.6% | +21,232 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 2,796 | $112.9 萬 | 0.6% | +1,435+105.4% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 2,582 | $109.4 萬 | 0.6% | +2,582 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 30,933 | $108.2 萬 | 0.6% | +30,933 | 新進 | – |
| GNRCGenerac Holdings Inc. | Stock | 6,963 | $108.0 萬 | 0.6% | +6,963 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 36,199 | $107.7 萬 | 0.6% | +36,199 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 9,927 | $106.8 萬 | 0.6% | +6,696+207.2% | 加碼 | 歷史 |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 22,518 | $105.5 萬 | 0.6% | −207−0.9% | 減碼 | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 29,095 | $103.5 萬 | 0.6% | +29,095 | 新進 | – |
| BKRBaker Hughes Co | CL A | 24,995 | $102.5 萬 | 0.6% | +24,995 | 新進 | 歷史 |
| PEverpure, Inc. | CL A | 15,918 | $97.8 萬 | 0.6% | +15,918 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,986 | $97.7 萬 | 0.6% | −341−2.0% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 8,264 | $91.3 萬 | 0.5% | +8,264 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 27,545 | $89.9 萬 | 0.5% | +12,288+80.5% | 加碼 | – |
| CXTCrane NXT, Co. | COM | 15,260 | $88.8 萬 | 0.5% | +15,260 | 新進 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 12,066 | $87.3 萬 | 0.5% | +12,066 | 新進 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 33,200 | $86.1 萬 | 0.5% | −748−2.2% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 17,296 | $83.7 萬 | 0.5% | −65−0.4% | 減碼 | – |
| TEXTerex Corp | Stock | 17,465 | $80.7 萬 | 0.5% | +17,465 | 新進 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 30,532 | $80.4 萬 | 0.5% | +30,532 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,583 | $79.1 萬 | 0.5% | +3,583 | 新進 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 36,917 | $78.8 萬 | 0.5% | +36,917 | 新進 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 15,211 | $78.1 萬 | 0.4% | +15,211 | 新進 | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 36,100 | $77.9 萬 | 0.4% | +6,052+20.1% | 加碼 | – |
| BWXTBWX Technologies, Inc. | COM | 6,973 | $77.7 萬 | 0.4% | +6,973 | 新進 | 歷史 |
| Innovator ETFs Trust45784N841 | GROWTH 100 PWR B | 31,306 | $76.4 萬 | 0.4% | +31,306 | 新進 | – |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 27,709 | $76.4 萬 | 0.4% | +27,709 | 新進 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 10,849 | $74.2 萬 | 0.4% | +1,131+11.6% | 加碼 | – |
| MTCHMatch Group, Inc. | COM | 21,802 | $71.3 萬 | 0.4% | +21,802 | 新進 | 歷史 |
| BABoeing Co | Stock | 3,930 | $69.6 萬 | 0.4% | +3,930 | 新進 | 歷史 |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 25,292 | $65.6 萬 | 0.4% | +25,292 | 新進 | – |
| NTRNutrien Ltd. | COM | 14,625 | $65.4 萬 | 0.4% | +14,625 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,963 | $65.0 萬 | 0.4% | +4,963 | 新進 | 歷史 |
| TELTE Connectivity plc | Stock | 4,536 | $64.9 萬 | 0.4% | +4,536 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,670 | $64.6 萬 | 0.4% | −450−14.4% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（23 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TJXTJX Companies Inc | Stock | 19,254 | $226.3 萬 | 1.6% | 歷史 |
| First Tr Exchng Traded FD VI33740F227 | VEST U S EQUITY | 32,007 | $103.1 萬 | 0.7% | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 25,584 | $90.6 萬 | 0.7% | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 20,649 | $78.5 萬 | 0.6% | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 27,312 | $69.7 萬 | 0.5% | – |
| Aim ETF Products Trust00888H711 | ALLIA US AUG ETF | 23,707 | $68.4 萬 | 0.5% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 11,183 | $68.0 萬 | 0.5% | – |
| Aim ETF Products Trust00888H570 | ALLIANZIM EQ BUF | 21,719 | $56.8 萬 | 0.4% | – |
| First Tr Exchng Traded FD VI33740F391 | FT VEST U.S | 14,075 | $47.5 萬 | 0.3% | – |
| Innovator ETFs Trust45783Y145 | INTL DEVELOPED | 18,526 | $47.4 萬 | 0.3% | – |
| Aim ETF Products Trust00888H661 | ALLIANZIM US EQT | 16,653 | $45.3 萬 | 0.3% | – |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 12,961 | $38.1 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F219 | FT VEST NASD 100 | 16,683 | $34.1 萬 | 0.2% | – |
| Schwab International Equity ETF808524805 | ETF | 7,052 | $29.0 萬 | 0.2% | – |
| Innovator ETFs Tr45783Y624 | PREM INCM 20 BAR | 10,370 | $25.6 萬 | 0.2% | – |
| HDHome Depot, Inc. | Stock | 573 | $23.2 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 8,349 | $22.6 萬 | 0.2% | – |
| DALDelta Air Lines, Inc. | COM NEW | 4,301 | $21.8 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 4,589 | $21.6 萬 | 0.2% | – |
| PEPPepsiCo Inc | Stock | 1,268 | $21.6 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740F466 | FT VEST U.S | 8,621 | $21.2 萬 | 0.2% | – |
| Innovator ETFs Trust45783Y285 | INTL DE PW JUNE | 7,958 | $20.8 萬 | 0.1% | – |
| PSXPhillips 66 | Stock | 1,533 | $20.2 萬 | 0.1% | 歷史 |