Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/23 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 115
- 較 2025 年第 1 季 −1
- 總值
- $1.68 億
- 較 2025 年第 1 季 +$1,265 萬 (+8.2%)
| 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 | 235,707 | $944.2 萬 | 5.6% | −2,661−1.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 14,128 | $702.8 萬 | 4.2% | −447−3.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 39,036 | $616.7 萬 | 3.7% | −12,210−23.8% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 59,986 | $553.0 萬 | 3.3% | +5,516+10.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 24,359 | $499.8 萬 | 3.0% | +795+3.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,865 | $370.0 萬 | 2.2% | +203+1.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,522 | $333.8 萬 | 2.0% | +179+4.1% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 63,276 | $332.8 萬 | 2.0% | +440+0.7% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 54,289 | $284.1 萬 | 1.7% | +923+1.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 15,209 | $268.0 萬 | 1.6% | +1,031+7.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 4,657 | $261.7 萬 | 1.6% | +528+12.8% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 29,258 | $244.2 萬 | 1.5% | +29,258 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 8,034 | $236.8 萬 | 1.4% | +2,531+46.0% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 23,221 | $233.0 萬 | 1.4% | +8,529+58.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,106 | $221.7 萬 | 1.3% | +4,144+139.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 69,416 | $220.7 萬 | 1.3% | +44,499+178.6% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,535 | $220.3 萬 | 1.3% | +1,629+56.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,554 | $219.0 萬 | 1.3% | −255−3.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,120 | $216.4 萬 | 1.3% | −173−2.4% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 8,669 | $214.3 萬 | 1.3% | +209+2.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 7,538 | $207.8 萬 | 1.2% | −1,613−17.6% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 26,137 | $205.7 萬 | 1.2% | −1,193−4.4% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 21,318 | $193.8 萬 | 1.2% | +912+4.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 1,409 | $188.7 萬 | 1.1% | +13+0.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 27,150 | $188.4 萬 | 1.1% | −890−3.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 29,759 | $186.2 萬 | 1.1% | −21,231−41.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 8,337 | $182.3 萬 | 1.1% | −82−1.0% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 32,950 | $179.3 萬 | 1.1% | −730−2.2% | 減碼 | – |
| CVXChevron Corp | Stock | 12,418 | $177.8 萬 | 1.1% | +1,769+16.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,846 | $172.7 萬 | 1.0% | −324−2.9% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,705 | $167.0 萬 | 1.0% | +364+8.4% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 45,340 | $160.0 萬 | 1.0% | −1,400−3.0% | 減碼 | – |
| BPOPPopular, Inc. | COM NEW | 14,467 | $159.4 萬 | 1.0% | −420−2.8% | 減碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 61,050 | $158.9 萬 | 0.9% | −415−0.7% | 減碼 | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 50,564 | $156.8 萬 | 0.9% | −2,515−4.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 4,007 | $155.5 萬 | 0.9% | −317−7.3% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 16,987 | $154.8 萬 | 0.9% | +397+2.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 15,722 | $153.7 萬 | 0.9% | +396+2.6% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 9,933 | $147.2 萬 | 0.9% | +763+8.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F367 | FT VEST U.S | 40,557 | $145.0 萬 | 0.9% | +935+2.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 4,506 | $143.1 萬 | 0.9% | −706−13.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 10,519 | $143.1 萬 | 0.9% | −123−1.2% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 9,498 | $136.8 萬 | 0.8% | −25−0.3% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,949 | $136.1 萬 | 0.8% | −17−0.9% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 44,179 | $136.1 萬 | 0.8% | +3,163+7.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 56,762 | $132.8 萬 | 0.8% | +2,005+3.7% | 加碼 | – |
| NEMNEWMONT Corp | Stock | 22,521 | $131.2 萬 | 0.8% | −4,658−17.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 15,322 | $130.4 萬 | 0.8% | −36−0.2% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 25,689 | $130.4 萬 | 0.8% | +1,965+8.3% | 加碼 | – |
| TTTrane Technologies plc | SHS | 2,972 | $130.0 萬 | 0.8% | −1,193−28.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 35,327 | $128.9 萬 | 0.8% | +1,323+3.9% | 加碼 | – |
| CMCSAComcast Corp | Stock | 36,057 | $128.7 萬 | 0.8% | +1,308+3.8% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 12,512 | $126.3 萬 | 0.8% | +2,215+21.5% | 加碼 | 歷史 |
| BABoeing Co | Stock | 5,907 | $123.8 萬 | 0.7% | +2,084+54.5% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 33,395 | $123.6 萬 | 0.7% | +1,481+4.6% | 加碼 | – |
| COHRCoherent Corp. | COM | 13,774 | $122.9 萬 | 0.7% | −60−0.4% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 2,405 | $122.3 萬 | 0.7% | −70−2.8% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 45,536 | $121.8 萬 | 0.7% | +4,695+11.5% | 加碼 | – |
| EAElectronic Arts Inc. | COM | 7,395 | $118.1 萬 | 0.7% | −921−11.1% | 減碼 | 歷史 |
| LENLennar Corp | CL A | 10,315 | $114.1 萬 | 0.7% | +2,247+27.9% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 7,005 | $112.6 萬 | 0.7% | −10−0.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 32,998 | $110.8 萬 | 0.7% | +2,609+8.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F185 | FT VEST US EQT | 53,872 | $110.4 萬 | 0.7% | −5,900−9.9% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,415 | $110.3 萬 | 0.7% | +1,415 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 24,336 | $110.1 萬 | 0.7% | −4,143−14.5% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9,859 | $104.1 萬 | 0.6% | −200−2.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,650 | $101.9 萬 | 0.6% | +75+2.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 6,962 | $101.7 萬 | 0.6% | +6,962 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 20,404 | $100.4 萬 | 0.6% | −570−2.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 10,981 | $100.2 萬 | 0.6% | −812−6.9% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,504 | $99.0 萬 | 0.6% | +12,504 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 40,343 | $98.8 萬 | 0.6% | +1,286+3.3% | 加碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 6,848 | $98.1 萬 | 0.6% | −50−0.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 30,986 | $95.8 萬 | 0.6% | +804+2.7% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 4,663 | $95.4 萬 | 0.6% | −514−9.9% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 11,795 | $93.5 萬 | 0.6% | −53−0.4% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 24,375 | $93.5 萬 | 0.6% | −190−0.8% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 16,594 | $90.4 萬 | 0.5% | +347+2.1% | 加碼 | – |
| Innovator ETFs Trust45784N841 | GROWTH 100 PWR B | 34,470 | $89.0 萬 | 0.5% | +691+2.0% | 加碼 | – |
| MTCHMatch Group, Inc. | COM | 28,677 | $88.6 萬 | 0.5% | −415−1.4% | 減碼 | 歷史 |
| NTRNutrien Ltd. | COM | 14,470 | $84.3 萬 | 0.5% | −135−0.9% | 減碼 | 歷史 |
| OECOrion S.A. | COM | 77,140 | $80.9 萬 | 0.5% | +760+1.0% | 加碼 | 歷史 |
| TEXTerex Corp | Stock | 17,270 | $80.6 萬 | 0.5% | −73−0.4% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,589 | $80.1 萬 | 0.5% | −361−3.0% | 減碼 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 23,696 | $77.4 萬 | 0.5% | −5,127−17.8% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 27,389 | $77.4 萬 | 0.5% | +459+1.7% | 加碼 | – |
| First Tr Exchange-Traded FD33733E849 | VEST GOLD STRTGY | 35,477 | $76.2 萬 | 0.5% | +395+1.1% | 加碼 | – |
| TELTE Connectivity plc | Stock | 4,467 | $75.3 萬 | 0.4% | −60−1.3% | 減碼 | 歷史 |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 27,941 | $74.3 萬 | 0.4% | +539+2.0% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 10,004 | $69.6 萬 | 0.4% | −412−4.0% | 減碼 | – |
| TAT&T Inc. | Stock | 22,690 | $65.7 萬 | 0.4% | +22,690 | 新進 | 歷史 |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 18,764 | $62.2 萬 | 0.4% | −4,900−20.7% | 減碼 | – |
| HPEHewlett Packard Enterprise Co | COM | 28,228 | $57.7 萬 | 0.3% | −1,710−5.7% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,820 | $52.1 萬 | 0.3% | +3,820 | 新進 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 8,179 | $41.5 萬 | 0.2% | −8,159−49.9% | 減碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 4,525 | $41.3 萬 | 0.2% | +4,525 | 新進 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 4,394 | $36.6 萬 | 0.2% | −207−4.5% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 2,770 | $36.6 萬 | 0.2% | +817+41.8% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 6,686 | $28.9 萬 | 0.2% | +866+14.9% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,389 | $28.8 萬 | 0.2% | +93+7.2% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（13 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SPGIS&P Global Inc. | Stock | 2,838 | $144.2 萬 | 0.9% | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,466 | $119.8 萬 | 0.8% | 歷史 |
| AONAon plc | CL A | 2,622 | $104.6 萬 | 0.7% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,418 | $100.1 萬 | 0.6% | 歷史 |
| CMICummins Inc | Stock | 2,855 | $89.5 萬 | 0.6% | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,877 | $83.6 萬 | 0.5% | 歷史 |
| ANETArista Networks, Inc. | Stock | 9,503 | $73.6 萬 | 0.5% | 歷史 |
| LOWLowes Companies Inc | Stock | 3,011 | $70.2 萬 | 0.5% | 歷史 |
| WFCWells Fargo & Company | Stock | 5,685 | $40.8 萬 | 0.3% | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,417 | $32.0 萬 | 0.2% | – |
| COSTCostco Wholesale Corp | Stock | 246 | $23.3 萬 | 0.1% | 歷史 |
| PFEPfizer Inc | Stock | 8,288 | $21.0 萬 | 0.1% | 歷史 |
| BLKBlackRock, Inc. | Stock | 212 | $20.1 萬 | 0.1% | 歷史 |