Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/24 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 130
- 較 2025 年第 4 季 +5
- 總值
- $1.77 億
- 較 2025 年第 4 季 −$238.1 萬 (−1.3%)
| 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 | 186,029 | $780.8 萬 | 4.4% | −9,925−5.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 39,366 | $686.5 萬 | 3.9% | −298−0.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 24,716 | $627.3 萬 | 3.6% | −523−2.1% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 58,697 | $541.7 萬 | 3.1% | −668−1.1% | 減碼 | – |
| GLWCorning Inc | COM | 39,104 | $531.7 萬 | 3.0% | −7,766−16.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,355 | $420.3 萬 | 2.4% | −3,132−21.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 14,473 | $416.2 萬 | 2.4% | +445+3.2% | 加碼 | 歷史 |
| EDConsolidated Edison Inc | Stock | 33,161 | $375.3 萬 | 2.1% | −473−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,888 | $330.9 萬 | 1.9% | −632−3.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,813 | $319.2 萬 | 1.8% | −113−0.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 36,400 | $310.2 萬 | 1.8% | −229−0.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 23,897 | $287.5 萬 | 1.6% | −244−1.0% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 10,287 | $267.8 萬 | 1.5% | +146+1.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 45,999 | $260.3 萬 | 1.5% | −2,323−4.8% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 10,673 | $258.7 萬 | 1.5% | +3,746+54.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,806 | $253.0 萬 | 1.4% | +3,352+97.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 32,387 | $251.3 萬 | 1.4% | +10,871+50.5% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 20,265 | $240.4 萬 | 1.4% | +274+1.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 19,111 | $237.5 萬 | 1.3% | +1,406+7.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 25,819 | $233.7 萬 | 1.3% | −712−2.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 64,547 | $218.0 萬 | 1.2% | −1,027−1.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 6,955 | $215.3 萬 | 1.2% | −1,607−18.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,282 | $214.2 萬 | 1.2% | −1,100−13.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 18,821 | $213.5 萬 | 1.2% | +2,567+15.8% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,209 | $194.0 萬 | 1.1% | +81+2.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 9,374 | $194.0 萬 | 1.1% | −654−6.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,969 | $191.5 萬 | 1.1% | −333−5.3% | 減碼 | – |
| YUMYum Brands Inc | Stock | 11,588 | $180.2 萬 | 1.0% | +453+4.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,909 | $175.6 萬 | 1.0% | +63+3.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 10,677 | $157.1 萬 | 0.9% | +2,908+37.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 5,380 | $152.7 萬 | 0.9% | +5,380 | 新進 | 歷史 |
| COHRCoherent Corp. | COM | 6,271 | $149.4 萬 | 0.8% | −2,876−31.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 37,479 | $147.8 萬 | 0.8% | −2,058−5.2% | 減碼 | – |
| BPOPPopular, Inc. | COM NEW | 10,647 | $142.9 萬 | 0.8% | −109−1.0% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 7,255 | $139.9 萬 | 0.8% | −644−8.2% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,640 | $138.7 萬 | 0.8% | +1,640 | 新進 | 歷史 |
| BABoeing Co | Stock | 6,830 | $135.9 萬 | 0.8% | −71−1.0% | 減碼 | 歷史 |
| CLXClorox Co | Stock | 12,903 | $133.7 萬 | 0.8% | +12,903 | 新進 | 歷史 |
| BKRBaker Hughes Co | CL A | 21,900 | $133.7 萬 | 0.8% | −325−1.5% | 減碼 | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 33,934 | $132.6 萬 | 0.8% | −1,943−5.4% | 減碼 | – |
| TEXTerex Corp | Stock | 22,118 | $130.7 萬 | 0.7% | −453−2.0% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 9,952 | $130.3 萬 | 0.7% | −253−2.5% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 23,181 | $128.7 萬 | 0.7% | −994−4.1% | 減碼 | – |
| DEDeere & Co | Stock | 2,228 | $125.5 萬 | 0.7% | −22−1.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,762 | $124.8 萬 | 0.7% | −793−31.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 44,051 | $123.7 萬 | 0.7% | +44,051 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 37,643 | $122.2 萬 | 0.7% | −178−0.5% | 減碼 | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 46,480 | $121.8 萬 | 0.7% | +46,480 | 新進 | – |
| First Tr Exchng Traded FD VI33740F367 | FT VEST U.S | 32,432 | $120.9 萬 | 0.7% | −37−0.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 46,213 | $119.0 萬 | 0.7% | −532−1.1% | 減碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 6,073 | $118.6 萬 | 0.7% | −99−1.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 22,772 | $118.4 萬 | 0.7% | −320−1.4% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,317 | $117.9 萬 | 0.7% | −32−2.4% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 38,702 | $117.0 萬 | 0.7% | −7,914−17.0% | 減碼 | – |
| SPGSimon Property Group Inc. | REIT | 6,122 | $114.2 萬 | 0.6% | −151−2.4% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 14,289 | $112.0 萬 | 0.6% | −9,718−40.5% | 減碼 | – |
| BWXTBWX Technologies, Inc. | COM | 5,479 | $112.0 萬 | 0.6% | −49−0.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,026 | $108.9 萬 | 0.6% | +2,187+118.9% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 10,040 | $108.7 萬 | 0.6% | −2,206−18.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 27,237 | $106.1 萬 | 0.6% | −64−0.2% | 減碼 | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 27,443 | $105.6 萬 | 0.6% | +371+1.4% | 加碼 | – |
| MUMicron Technology Inc | Stock | 3,079 | $104.0 萬 | 0.6% | +3,079 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,381 | $100.4 萬 | 0.6% | +5,381 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 19,240 | $96.9 萬 | 0.5% | −6,064−24.0% | 減碼 | – |
| NFLXNetflix Inc | Stock | 10,039 | $96.5 萬 | 0.5% | +10,039 | 新進 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 5,036 | $95.6 萬 | 0.5% | +5,036 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 26,579 | $94.1 萬 | 0.5% | −893−3.3% | 減碼 | – |
| LENLennar Corp | CL A | 10,675 | $92.7 萬 | 0.5% | −1,179−9.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,614 | $92.4 萬 | 0.5% | −2,172−57.4% | 減碼 | 歷史 |
| MASMasco Corp | COM | 15,171 | $91.6 萬 | 0.5% | +15,171 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 9,173 | $89.8 萬 | 0.5% | −17−0.2% | 減碼 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 9,752 | $88.2 萬 | 0.5% | +195+2.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,757 | $87.8 萬 | 0.5% | −1,942−52.5% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 11,078 | $87.1 萬 | 0.5% | +110+1.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 20,854 | $86.6 萬 | 0.5% | +20,854 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,760 | $84.3 萬 | 0.5% | −3,295−65.2% | 減碼 | 歷史 |
| TELTE Connectivity plc | Stock | 3,983 | $83.3 萬 | 0.5% | −31−0.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 29,647 | $83.0 萬 | 0.5% | −1,658−5.3% | 減碼 | – |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 24,797 | $81.3 萬 | 0.5% | −327−1.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 31,182 | $80.3 萬 | 0.5% | −1,506−4.6% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 6,730 | $79.6 萬 | 0.5% | +20+0.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 12,414 | $79.3 萬 | 0.4% | +1,581+14.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,214 | $78.6 萬 | 0.4% | +3,214 | 新進 | 歷史 |
| TXTTextron Inc | COM | 8,943 | $78.3 萬 | 0.4% | +90+1.0% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,944 | $76.5 萬 | 0.4% | −4,599−43.6% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,229 | $76.5 萬 | 0.4% | +1,925+58.3% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,630 | $76.5 萬 | 0.4% | +10,630 | 新進 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,211 | $71.0 萬 | 0.4% | −1,190−11.4% | 減碼 | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 12,340 | $69.6 萬 | 0.4% | +48+0.4% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 3,408 | $69.3 萬 | 0.4% | +388+12.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F185 | FT VEST US EQT | 31,973 | $68.8 萬 | 0.4% | −2,724−7.9% | 減碼 | – |
| BROBrown & Brown, Inc. | Stock | 10,302 | $67.2 萬 | 0.4% | +10,302 | 新進 | 歷史 |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 20,850 | $66.6 萬 | 0.4% | −428−2.0% | 減碼 | – |
| Innovator ETFs Trust45784N841 | GROWTH 100 PWR B | 24,675 | $66.5 萬 | 0.4% | −205−0.8% | 減碼 | – |
| SCHWSchwab Charles Corp | Stock | 6,729 | $63.2 萬 | 0.4% | −120−1.8% | 減碼 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 26,050 | $62.0 萬 | 0.4% | −607−2.3% | 減碼 | 歷史 |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 21,497 | $60.5 萬 | 0.3% | −58−0.3% | 減碼 | – |
| VVisa Inc. | Stock | 1,947 | $58.8 萬 | 0.3% | −3,202−62.2% | 減碼 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 12,734 | $58.8 萬 | 0.3% | −7,349−36.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,181 | $55.7 萬 | 0.3% | +1,579+20.8% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（17 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UHSUniversal Health Services Inc | CL B | 7,795 | $169.9 萬 | 0.9% | 歷史 |
| ABTAbbott Laboratories | Stock | 10,925 | $136.9 萬 | 0.8% | 歷史 |
| TTTrane Technologies plc | SHS | 3,477 | $135.3 萬 | 0.8% | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 47,162 | $120.7 萬 | 0.7% | 歷史 |
| EAElectronic Arts Inc. | COM | 4,891 | $99.9 萬 | 0.6% | 歷史 |
| CMCSAComcast Corp | Stock | 31,525 | $94.2 萬 | 0.5% | 歷史 |
| MTCHMatch Group, Inc. | COM | 26,362 | $85.1 萬 | 0.5% | 歷史 |
| NTRNutrien Ltd. | COM | 13,112 | $80.9 萬 | 0.5% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,096 | $75.4 萬 | 0.4% | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 9,440 | $65.6 萬 | 0.4% | – |
| CTASCintas Corp | Stock | 3,280 | $61.7 萬 | 0.3% | 歷史 |
| RFRegions Financial Corp | COM | 9,366 | $25.4 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 479 | $23.4 萬 | 0.1% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 2,872 | $22.9 萬 | 0.1% | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,034 | $22.7 萬 | 0.1% | – |
| Aim ETF Products Trust00888H869 | ALLIANZIM US EQ | 5,908 | $20.3 萬 | 0.1% | – |
| AMCRAmcor plc | ORD | 15,920 | $13.3 萬 | 0.1% | 歷史 |