Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/1 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 116
- 較 2024 年第 4 季 −24
- 總值
- $1.55 億
- 較 2024 年第 4 季 −$1,945 萬 (−11.1%)
| 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 | 238,368 | $859.6 萬 | 5.5% | +112,983+90.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 51,246 | $555.4 萬 | 3.6% | +38,605+305.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,575 | $547.1 萬 | 3.5% | +6,653+84.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 23,564 | $523.4 萬 | 3.4% | +14,467+159.0% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 54,470 | $503.7 萬 | 3.2% | +54,470 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 16,662 | $317.0 萬 | 2.0% | +4,438+36.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 50,990 | $304.3 萬 | 2.0% | +50,990 | 新進 | – |
| GLWCorning Inc | COM | 62,836 | $287.7 萬 | 1.9% | +24,208+62.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 53,366 | $272.5 萬 | 1.8% | +53,366 | 新進 | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 58,960 | $255.9 萬 | 1.6% | −163−0.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,343 | $250.3 萬 | 1.6% | +4,343 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 4,129 | $226.3 萬 | 1.5% | +4,129 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,178 | $219.3 萬 | 1.4% | −1,282−8.3% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 27,330 | $213.9 萬 | 1.4% | +3,134+13.0% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 8,460 | $209.8 萬 | 1.4% | +8,460 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,293 | $200.4 萬 | 1.3% | −1,212−14.3% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,809 | $191.5 萬 | 1.2% | −1,858−19.2% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 20,406 | $191.2 萬 | 1.2% | +17,334+564.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 10,649 | $178.1 萬 | 1.1% | −3,831−26.5% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 33,680 | $174.4 萬 | 1.1% | −6,726−16.6% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 28,040 | $173.0 萬 | 1.1% | +134+0.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 11,170 | $171.6 萬 | 1.1% | −8,679−43.7% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 14,692 | $162.5 萬 | 1.0% | +14,692 | 新進 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 46,740 | $156.6 萬 | 1.0% | −28,709−38.1% | 減碼 | – |
| SONYSony Group Corp | SPONSORED ADR | 61,465 | $156.1 萬 | 1.0% | −1,865−2.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,962 | $155.1 萬 | 1.0% | −6,301−68.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,906 | $154.8 萬 | 1.0% | +2,434+515.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 9,151 | $153.2 萬 | 1.0% | +9,151 | 新進 | 歷史 |
| VVisa Inc. | Stock | 4,341 | $152.2 萬 | 1.0% | −2,996−40.8% | 減碼 | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 53,079 | $145.0 萬 | 0.9% | −14,464−21.4% | 減碼 | – |
| YUMYum Brands Inc | Stock | 9,170 | $144.3 萬 | 0.9% | +9,170 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,838 | $144.2 萬 | 0.9% | +2,838 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 4,324 | $142.6 萬 | 0.9% | −7,512−63.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,642 | $141.2 萬 | 0.9% | −8,185−43.5% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,165 | $140.3 萬 | 0.9% | −463−10.0% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 16,590 | $139.1 萬 | 0.9% | +16,590 | 新進 | 歷史 |
| BPOPPopular, Inc. | COM NEW | 14,887 | $137.5 萬 | 0.9% | −297−2.0% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,503 | $136.8 萬 | 0.9% | −1,173−17.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,212 | $135.1 萬 | 0.9% | +2,416+86.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 15,326 | $134.5 萬 | 0.9% | +15,326 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F367 | FT VEST U.S | 39,622 | $134.1 萬 | 0.9% | +2,728+7.4% | 加碼 | – |
| NEMNEWMONT Corp | Stock | 27,179 | $131.2 萬 | 0.8% | −30,793−53.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,396 | $130.2 萬 | 0.8% | +1,396 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 34,749 | $128.2 萬 | 0.8% | +34,749 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 54,757 | $123.3 萬 | 0.8% | +3,714+7.3% | 加碼 | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 41,016 | $122.1 萬 | 0.8% | +4,817+13.3% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 40,841 | $120.9 萬 | 0.8% | +40,841 | 新進 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 23,724 | $120.3 萬 | 0.8% | +23,724 | 新進 | – |
| USBUS Bancorp DE | COM NEW | 28,479 | $120.2 萬 | 0.8% | +3,426+13.7% | 加碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 8,316 | $120.2 萬 | 0.8% | +8,316 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,466 | $119.8 萬 | 0.8% | +4,466 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,966 | $119.5 萬 | 0.8% | −66−3.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F185 | FT VEST US EQT | 59,772 | $118.5 萬 | 0.8% | −2,331−3.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 8,419 | $117.7 萬 | 0.8% | −458−5.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 34,004 | $116.6 萬 | 0.8% | +3,071+9.9% | 加碼 | – |
| SPGSimon Property Group Inc. | REIT | 7,015 | $116.5 萬 | 0.8% | −123−1.7% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,475 | $116.2 萬 | 0.7% | −107−4.1% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 10,297 | $113.3 萬 | 0.7% | +10,297 | 新進 | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 31,914 | $112.1 萬 | 0.7% | +2,819+9.7% | 加碼 | – |
| AMGNAmgen Inc | Stock | 3,575 | $111.4 萬 | 0.7% | −3,617−50.3% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 15,358 | $109.0 萬 | 0.7% | +11,599+308.6% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 24,565 | $108.0 萬 | 0.7% | −430−1.7% | 減碼 | 歷史 |
| AONAon plc | CL A | 2,622 | $104.6 萬 | 0.7% | +2,622 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,418 | $100.1 萬 | 0.6% | −1,509−15.2% | 減碼 | 歷史 |
| OECOrion S.A. | COM | 76,380 | $98.8 萬 | 0.6% | −354−0.5% | 減碼 | 歷史 |
| GMGeneral Motors Co | COM | 20,974 | $98.6 萬 | 0.6% | −258−1.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 30,389 | $95.4 萬 | 0.6% | +2,844+10.3% | 加碼 | – |
| BWXTBWX Technologies, Inc. | COM | 9,523 | $93.9 萬 | 0.6% | +2,550+36.6% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 8,068 | $92.6 萬 | 0.6% | +8,068 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 11,793 | $92.3 萬 | 0.6% | −16,694−58.6% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 29,092 | $90.8 萬 | 0.6% | +7,290+33.4% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 13,834 | $89.8 萬 | 0.6% | −161−1.2% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 2,855 | $89.5 萬 | 0.6% | +2,855 | 新進 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 28,823 | $89.0 萬 | 0.6% | −4,377−13.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 39,057 | $88.6 萬 | 0.6% | +2,957+8.2% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 5,177 | $88.3 萬 | 0.6% | −7,071−57.7% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 6,898 | $87.4 萬 | 0.6% | −65−0.9% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 30,182 | $86.8 萬 | 0.6% | +2,473+8.9% | 加碼 | – |
| KMBKimberly Clark Corp | Stock | 5,877 | $83.6 萬 | 0.5% | +914+18.4% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 11,848 | $83.2 萬 | 0.5% | −218−1.8% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 16,338 | $82.7 萬 | 0.5% | −61,522−79.0% | 減碼 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 16,247 | $80.8 萬 | 0.5% | +1,036+6.8% | 加碼 | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 23,664 | $80.8 萬 | 0.5% | −49,342−67.6% | 減碼 | – |
| JCIJohnson Controls International plc | Stock | 10,059 | $80.6 萬 | 0.5% | +10,059 | 新進 | 歷史 |
| Innovator ETFs Trust45784N841 | GROWTH 100 PWR B | 33,779 | $79.6 萬 | 0.5% | +2,473+7.9% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,950 | $74.2 萬 | 0.5% | +3,065+34.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 24,917 | $74.0 萬 | 0.5% | −94,732−79.2% | 減碼 | – |
| First Tr Exchange-Traded FD33733E849 | VEST GOLD STRTGY | 35,082 | $73.7 萬 | 0.5% | +2,850+8.8% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 9,503 | $73.6 萬 | 0.5% | +1,239+15.0% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 10,416 | $73.3 萬 | 0.5% | −433−4.0% | 減碼 | – |
| NTRNutrien Ltd. | COM | 14,605 | $72.5 萬 | 0.5% | −20−0.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 26,930 | $71.7 萬 | 0.5% | +1,638+6.5% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 3,011 | $70.2 萬 | 0.5% | −5,109−62.9% | 減碼 | 歷史 |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 27,402 | $68.0 萬 | 0.4% | +2,192+8.7% | 加碼 | – |
| TEXTerex Corp | Stock | 17,343 | $65.5 萬 | 0.4% | −122−0.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,823 | $65.2 萬 | 0.4% | −107−2.7% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 4,527 | $64.0 萬 | 0.4% | −9−0.2% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 29,938 | $46.2 萬 | 0.3% | −6,979−18.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 5,685 | $40.8 萬 | 0.3% | +5,685 | 新進 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 4,601 | $35.2 萬 | 0.2% | −50−1.1% | 減碼 | – |
2024 年第 4 季之後清倉（57 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GGGGraco Inc | COM | 25,565 | $215.5 萬 | 1.2% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,779 | $196.6 萬 | 1.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 12,070 | $196.3 萬 | 1.1% | 歷史 |
| SNPSSynopsys Inc | COM | 3,979 | $193.1 萬 | 1.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 15,624 | $188.7 萬 | 1.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 49,213 | $187.4 萬 | 1.1% | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 32,584 | $184.0 萬 | 1.1% | – |
| TRGPTarga Resources Corp. | COM | 9,382 | $167.5 萬 | 1.0% | 歷史 |
| GTLSChart Industries Inc | COM | 8,509 | $162.4 萬 | 0.9% | 歷史 |
| APOApollo Global Management, Inc. | COM | 9,813 | $162.1 萬 | 0.9% | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,224 | $161.5 萬 | 0.9% | 歷史 |
| CEGConstellation Energy Corp | Stock | 6,739 | $150.8 萬 | 0.9% | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 7,866 | $144.8 萬 | 0.8% | 歷史 |
| WMWaste Management Inc | Stock | 7,041 | $142.1 萬 | 0.8% | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 48,561 | $141.7 萬 | 0.8% | – |
| ENSGEnsign Group, Inc | COM | 10,276 | $136.5 萬 | 0.8% | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 6,517 | $133.6 萬 | 0.8% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 26,516 | $131.0 萬 | 0.8% | 歷史 |
| PLDPrologis, Inc. | REIT | 11,857 | $125.3 萬 | 0.7% | 歷史 |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 17,771 | $124.8 萬 | 0.7% | – |
| APTVAptiv PLC | Stock | 20,301 | $122.8 萬 | 0.7% | 歷史 |
| HONHoneywell International Inc | COM | 5,346 | $120.8 萬 | 0.7% | 歷史 |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 22,518 | $105.5 萬 | 0.6% | – |
| PEverpure, Inc. | CL A | 15,918 | $97.8 萬 | 0.6% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 16,986 | $97.7 萬 | 0.6% | – |
| CXTCrane NXT, Co. | COM | 15,260 | $88.8 萬 | 0.5% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 30,532 | $80.4 萬 | 0.5% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,583 | $79.1 萬 | 0.5% | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 12,688 | $60.6 萬 | 0.3% | – |
| TGTTarget Corp | Stock | 4,232 | $57.2 萬 | 0.3% | 歷史 |
| ROLRollins Inc | COM | 12,160 | $56.4 萬 | 0.3% | 歷史 |
| MMM3M Co | Stock | 4,171 | $53.8 萬 | 0.3% | 歷史 |
| STLDSteel Dynamics Inc | COM | 4,349 | $49.6 萬 | 0.3% | 歷史 |
| MNSTMonster Beverage Corp | COM | 8,635 | $45.4 萬 | 0.3% | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 8,909 | $43.3 萬 | 0.2% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 671 | $39.5 萬 | 0.2% | – |
| AWKAmerican Water Works Company, Inc. | Stock | 3,087 | $38.4 萬 | 0.2% | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,748 | $37.7 萬 | 0.2% | – |
| XELXcel Energy Inc | Stock | 5,087 | $34.3 萬 | 0.2% | 歷史 |
| ECLEcolab Inc. | Stock | 1,350 | $31.6 萬 | 0.2% | 歷史 |
| IRIngersoll Rand Inc. | COM | 3,450 | $31.2 萬 | 0.2% | 歷史 |
| AGYSAgilysys Inc | COM | 2,277 | $30.0 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 9,480 | $29.3 萬 | 0.2% | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,863 | $25.5 萬 | 0.1% | – |
| TRVTravelers Companies, Inc. | Stock | 1,001 | $24.1 萬 | 0.1% | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 2,022 | $23.8 萬 | 0.1% | – |
| GISGeneral Mills Inc | Stock | 3,632 | $23.2 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 298 | $23.0 萬 | 0.1% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 416 | $22.4 萬 | 0.1% | – |
| CDNSCadence Design Systems Inc | Stock | 744 | $22.4 萬 | 0.1% | 歷史 |
| MDTMedtronic plc | Stock | 2,659 | $21.2 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 801 | $21.2 萬 | 0.1% | – |
| IRMIron Mountain Inc | COM | 1,967 | $20.7 萬 | 0.1% | 歷史 |
| IPInternational Paper Co | COM | 3,805 | $20.5 萬 | 0.1% | 歷史 |
| OKEONEOK Inc | COM | 2,021 | $20.3 萬 | 0.1% | 歷史 |
| HBANHuntington Bancshares Inc | COM | 12,090 | $19.7 萬 | 0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 10,565 | $9.86 萬 | 0.1% | 歷史 |