Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/30 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 125
- 較 2025 年第 3 季 +3
- 總值
- $1.79 億
- 較 2025 年第 3 季 −$8,674 (0.0%)
| 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 | 195,954 | $863.9 萬 | 4.8% | −20,492−9.5% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 39,664 | $739.7 萬 | 4.1% | +434+1.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,487 | $700.6 萬 | 3.9% | +376+2.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 25,239 | $686.1 萬 | 3.8% | +493+2.0% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 59,365 | $552.6 萬 | 3.1% | +1,901+3.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 14,028 | $439.1 萬 | 2.5% | −366−2.5% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 46,870 | $410.4 萬 | 2.3% | −6,786−12.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,520 | $381.3 萬 | 2.1% | −163−1.0% | 減碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 33,634 | $334.1 萬 | 1.9% | +1,551+4.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,562 | $296.3 萬 | 1.7% | +208+2.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 36,629 | $289.4 萬 | 1.6% | +1,920+5.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 48,322 | $274.5 萬 | 1.5% | −4,663−8.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,382 | $270.1 萬 | 1.5% | +436+5.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 24,141 | $254.1 萬 | 1.4% | −150−0.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,055 | $254.1 萬 | 1.4% | +73+1.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,786 | $249.9 萬 | 1.4% | +260+7.4% | 加碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 10,141 | $249.8 萬 | 1.4% | +583+6.1% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 26,531 | $237.3 萬 | 1.3% | −2,570−8.8% | 減碼 | – |
| BNYBank of New York Mellon Corp | Stock | 19,991 | $232.1 萬 | 1.3% | +758+3.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,926 | $227.8 萬 | 1.3% | +1,076+6.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 65,574 | $224.7 萬 | 1.3% | −4,462−6.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,302 | $211.3 萬 | 1.2% | −322−4.9% | 減碼 | – |
| MAMastercard Inc | Stock | 3,699 | $211.2 萬 | 1.2% | +152+4.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,927 | $205.2 萬 | 1.1% | −1,086−13.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,846 | $198.4 萬 | 1.1% | +150+8.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 17,705 | $197.3 萬 | 1.1% | +715+4.2% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 16,254 | $189.7 萬 | 1.1% | +583+3.7% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 24,007 | $189.2 萬 | 1.1% | +313+1.3% | 加碼 | – |
| VVisa Inc. | Stock | 5,149 | $180.6 萬 | 1.0% | +249+5.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 10,543 | $180.3 萬 | 1.0% | −192−1.8% | 減碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 7,795 | $169.9 萬 | 0.9% | +181+2.4% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 9,147 | $168.8 萬 | 0.9% | −4,017−30.5% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 11,135 | $168.5 萬 | 0.9% | +710+6.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 21,516 | $165.7 萬 | 0.9% | −1,261−5.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,454 | $155.3 萬 | 0.9% | +58+1.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 10,028 | $152.8 萬 | 0.9% | +436+4.5% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 39,537 | $151.5 萬 | 0.8% | −3,666−8.5% | 減碼 | – |
| ORCLOracle Corp | Stock | 7,769 | $151.4 萬 | 0.8% | −290−3.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,128 | $151.3 萬 | 0.8% | +2,323+288.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 6,901 | $149.8 萬 | 0.8% | +1,139+19.8% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 2,555 | $146.4 萬 | 0.8% | −1,243−32.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 7,899 | $144.9 萬 | 0.8% | +301+4.0% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 24,175 | $140.5 萬 | 0.8% | −1,963−7.5% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 10,925 | $136.9 萬 | 0.8% | +586+5.7% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 3,477 | $135.3 萬 | 0.8% | +195+5.9% | 加碼 | 歷史 |
| BPOPPopular, Inc. | COM NEW | 10,756 | $133.9 萬 | 0.7% | −916−7.8% | 減碼 | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 35,877 | $128.9 萬 | 0.7% | −3,418−8.7% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 25,304 | $128.0 萬 | 0.7% | +626+2.5% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 46,616 | $127.1 萬 | 0.7% | +2,044+4.6% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 23,092 | $123.2 萬 | 0.7% | −1,780−7.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 37,821 | $123.2 萬 | 0.7% | −3,335−8.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F367 | FT VEST U.S | 32,469 | $122.5 萬 | 0.7% | −4,503−12.2% | 減碼 | – |
| NEMNEWMONT Corp | Stock | 12,246 | $122.3 萬 | 0.7% | −6,275−33.9% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 10,205 | $122.2 萬 | 0.7% | +169+1.7% | 加碼 | 歷史 |
| LENLennar Corp | CL A | 11,854 | $121.9 萬 | 0.7% | +831+7.5% | 加碼 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 47,162 | $120.7 萬 | 0.7% | −4,263−8.3% | 減碼 | 歷史 |
| TEXTerex Corp | Stock | 22,571 | $120.5 萬 | 0.7% | −1,180−5.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 46,745 | $119.2 萬 | 0.7% | −5,958−11.3% | 減碼 | – |
| PHParker-Hannifin Corp | Stock | 1,349 | $118.6 萬 | 0.7% | −139−9.3% | 減碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 6,273 | $116.1 萬 | 0.6% | −487−7.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 27,301 | $108.4 萬 | 0.6% | −4,742−14.8% | 減碼 | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 27,072 | $105.6 萬 | 0.6% | −3,787−12.3% | 減碼 | – |
| DEDeere & Co | Stock | 2,250 | $104.8 萬 | 0.6% | −76−3.3% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 27,472 | $101.3 萬 | 0.6% | −3,271−10.6% | 減碼 | – |
| BKRBaker Hughes Co | CL A | 22,225 | $101.2 萬 | 0.6% | −1,540−6.5% | 減碼 | 歷史 |
| EAElectronic Arts Inc. | COM | 4,891 | $99.9 萬 | 0.6% | −87−1.7% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 9,190 | $98.1 萬 | 0.5% | −937−9.3% | 減碼 | – |
| BWXTBWX Technologies, Inc. | COM | 5,528 | $95.5 萬 | 0.5% | −2,197−28.4% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 31,525 | $94.2 萬 | 0.5% | +1,749+5.9% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 4,014 | $91.3 萬 | 0.5% | −298−6.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 31,305 | $88.4 萬 | 0.5% | −3,787−10.8% | 減碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 9,557 | $85.9 萬 | 0.5% | −728−7.1% | 減碼 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 20,083 | $85.5 萬 | 0.5% | −791−3.8% | 減碼 | 歷史 |
| MTCHMatch Group, Inc. | COM | 26,362 | $85.1 萬 | 0.5% | −1,350−4.9% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 6,710 | $84.4 萬 | 0.5% | +6,710 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 6,172 | $84.2 萬 | 0.5% | −423−6.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 32,688 | $83.8 萬 | 0.5% | −4,525−12.2% | 減碼 | – |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 25,124 | $81.9 萬 | 0.5% | −3,501−12.2% | 減碼 | – |
| NTRNutrien Ltd. | COM | 13,112 | $80.9 萬 | 0.5% | −918−6.5% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 10,968 | $80.8 萬 | 0.5% | −435−3.8% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 10,401 | $78.5 萬 | 0.4% | −156−1.5% | 減碼 | – |
| TXTTextron Inc | COM | 8,853 | $77.2 萬 | 0.4% | −562−6.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,096 | $75.4 萬 | 0.4% | +70+1.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F185 | FT VEST US EQT | 34,697 | $74.3 萬 | 0.4% | −10,759−23.7% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 10,833 | $72.0 萬 | 0.4% | −203−1.8% | 減碼 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 12,292 | $71.2 萬 | 0.4% | −2,151−14.9% | 減碼 | – |
| Innovator ETFs Trust45784N841 | GROWTH 100 PWR B | 24,880 | $69.0 萬 | 0.4% | −6,385−20.4% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 6,849 | $68.4 萬 | 0.4% | +91+1.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 21,278 | $67.4 萬 | 0.4% | −3,733−14.9% | 減碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 9,440 | $65.6 萬 | 0.4% | +10.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,020 | $64.7 萬 | 0.4% | −81−2.6% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 26,657 | $64.0 萬 | 0.4% | −1,151−4.1% | 減碼 | 歷史 |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 21,555 | $62.4 萬 | 0.3% | −4,110−16.0% | 減碼 | – |
| CTASCintas Corp | Stock | 3,280 | $61.7 萬 | 0.3% | +287+9.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,839 | $60.7 萬 | 0.3% | +47+2.6% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,304 | $58.7 萬 | 0.3% | +160+5.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,704 | $53.2 萬 | 0.3% | +240+6.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E849 | VEST GOLD STRTGY | 28,629 | $49.0 萬 | 0.3% | −3,763−11.6% | 減碼 | – |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 15,729 | $48.7 萬 | 0.3% | −909−5.5% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 7,404 | $42.7 萬 | 0.2% | +643+9.5% | 加碼 | 歷史 |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。