Secured Retirement Advisors, LLC
- SEC CIK
- 0002012356
- 最新申報
- 2026/7/16
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/16 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 134
- 較 2026 年第 1 季 +4
- 總值
- $1.95 億
- 較 2026 年第 1 季 +$1,819 萬 (+10.3%)
| 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 | 179,003 | $864.6 萬 | 4.4% | −7,026−3.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 36,284 | $726.0 萬 | 3.7% | −3,082−7.8% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 24,677 | $714.1 萬 | 3.7% | −39−0.2% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 57,389 | $529.2 萬 | 2.7% | −1,308−2.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 12,542 | $467.8 萬 | 2.4% | +1,187+10.5% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 33,428 | $392.6 萬 | 2.0% | +1,041+3.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,272 | $331.4 萬 | 1.7% | −5,201−35.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,048 | $324.6 萬 | 1.7% | +1,286+73.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,585 | $314.6 萬 | 1.6% | +3,971+246.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 12,216 | $291.2 萬 | 1.5% | −3,672−23.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 6,765 | $284.5 萬 | 1.5% | −41−0.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 45,994 | $279.6 萬 | 1.4% | −50.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 10,052 | $252.9 萬 | 1.3% | +8,277+466.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,772 | $238.8 萬 | 1.2% | +3,012+171.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 64,318 | $235.0 萬 | 1.2% | −229−0.4% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 10,473 | $234.5 萬 | 1.2% | +10,473 | 新進 | 歷史 |
| GLWCorning Inc | COM | 9,129 | $233.2 萬 | 1.2% | −29,975−76.7% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 4,891 | $221.5 萬 | 1.1% | +4,891 | 新進 | 歷史 |
| CPBCAMPBELL'S Co | COM | 97,949 | $218.1 萬 | 1.1% | +97,949 | 新進 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 22,396 | $216.3 萬 | 1.1% | −3,423−13.3% | 減碼 | – |
| SYKStryker Corp | Stock | 6,866 | $216.2 萬 | 1.1% | +6,866 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,732 | $212.1 萬 | 1.1% | −237−4.0% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,522 | $208.6 萬 | 1.1% | −1,433−20.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,731 | $207.6 萬 | 1.1% | −178−9.3% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 16,380 | $207.3 萬 | 1.1% | +16,380 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 14,774 | $202.1 萬 | 1.0% | +14,774 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 23,624 | $192.0 萬 | 1.0% | +17,354+276.8% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,645 | $190.6 萬 | 1.0% | +8,645 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 1,632 | $188.4 萬 | 1.0% | −1,447−47.0% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 19,805 | $185.0 萬 | 0.9% | +9,765+97.3% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,790 | $181.0 萬 | 0.9% | +150+9.1% | 加碼 | 歷史 |
| IEXIdex Corp | COM | 7,871 | $178.6 萬 | 0.9% | +7,871 | 新進 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 6,043 | $176.9 萬 | 0.9% | −30−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,363 | $175.6 萬 | 0.9% | −1,919−26.4% | 減碼 | 歷史 |
| BPOPPopular, Inc. | COM NEW | 10,679 | $175.3 萬 | 0.9% | +32+0.3% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 9,863 | $173.9 萬 | 0.9% | +9,863 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 5,033 | $171.5 萬 | 0.9% | +5,033 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 8,176 | $170.9 萬 | 0.9% | +8,176 | 新進 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 63,799 | $169.2 萬 | 0.9% | +17,319+37.3% | 加碼 | – |
| VVisa Inc. | Stock | 4,872 | $167.2 萬 | 0.9% | +2,925+150.2% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,512 | $165.4 萬 | 0.8% | +3,298+102.6% | 加碼 | 歷史 |
| COHRCoherent Corp. | COM | 4,166 | $164.3 萬 | 0.8% | −2,105−33.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 13,774 | $163.9 萬 | 0.8% | +4,601+50.2% | 加碼 | – |
| LMTLockheed Martin Corp | Stock | 3,175 | $161.8 萬 | 0.8% | −34−1.1% | 減碼 | 歷史 |
| TEXTerex Corp | Stock | 22,249 | $161.1 萬 | 0.8% | +131+0.6% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 36,180 | $156.1 萬 | 0.8% | −1,299−3.5% | 減碼 | – |
| BNYBank of New York Mellon Corp | Stock | 10,700 | $154.7 萬 | 0.8% | −9,565−47.2% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 11,054 | $154.7 萬 | 0.8% | −7,767−41.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,480 | $152.7 萬 | 0.8% | −5,631−29.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,371 | $151.0 萬 | 0.8% | −5,302−49.7% | 減碼 | 歷史 |
| BABoeing Co | Stock | 6,894 | $149.2 萬 | 0.8% | +64+0.9% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 10,196 | $149.0 萬 | 0.8% | +244+2.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 7,982 | $147.5 萬 | 0.8% | +2,038+34.3% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,308 | $143.3 萬 | 0.7% | +3,308 | 新進 | 歷史 |
| DEDeere & Co | Stock | 2,245 | $142.4 萬 | 0.7% | +17+0.8% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,463 | $138.7 萬 | 0.7% | −1,214−11.4% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 22,882 | $138.2 萬 | 0.7% | +110+0.5% | 加碼 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 6,084 | $136.1 萬 | 0.7% | −38−0.6% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 3,399 | $130.9 萬 | 0.7% | +3,399 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F367 | FT VEST U.S | 33,093 | $130.7 萬 | 0.7% | +661+2.0% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 1,317 | $128.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 3,445 | $128.8 萬 | 0.7% | −1,935−36.0% | 減碼 | 歷史 |
| Ea Series Trust02072L698 | STRIVE EMERGING | 24,059 | $126.4 萬 | 0.6% | −9,875−29.1% | 減碼 | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 37,021 | $125.4 萬 | 0.6% | −622−1.7% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 6,967 | $124.2 萬 | 0.6% | +6,967 | 新進 | 歷史 |
| CLXClorox Co | Stock | 12,926 | $123.4 萬 | 0.6% | +23+0.2% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 21,900 | $121.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 19,546 | $120.1 萬 | 0.6% | −3,635−15.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F417 | FT VEST U.S | 42,587 | $118.3 萬 | 0.6% | −3,626−7.8% | 減碼 | – |
| CMICummins Inc | Stock | 1,655 | $118.0 萬 | 0.6% | +1,655 | 新進 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 26,080 | $117.6 萬 | 0.6% | +30+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 27,906 | $116.6 萬 | 0.6% | +669+2.5% | 加碼 | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 28,320 | $115.9 萬 | 0.6% | +877+3.2% | 加碼 | – |
| PFEPfizer Inc | Stock | 44,821 | $107.9 萬 | 0.6% | +770+1.7% | 加碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 5,497 | $107.0 萬 | 0.5% | +18+0.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 25,449 | $105.4 萬 | 0.5% | +4,595+22.0% | 加碼 | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 27,137 | $104.7 萬 | 0.5% | +558+2.1% | 加碼 | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 39,074 | $101.4 萬 | 0.5% | +372+1.0% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 6,659 | $100.9 萬 | 0.5% | +6,659 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 5,289 | $100.4 萬 | 0.5% | −1,966−27.1% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 11,101 | $96.2 萬 | 0.5% | +23+0.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 12,299 | $95.8 萬 | 0.5% | −1,990−13.9% | 減碼 | – |
| ADSKAutodesk, Inc. | COM | 4,853 | $94.4 萬 | 0.5% | +4,853 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 18,475 | $93.3 萬 | 0.5% | −765−4.0% | 減碼 | – |
| MAMastercard Inc | Stock | 1,761 | $90.4 萬 | 0.5% | +4+0.2% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 9,991 | $86.0 萬 | 0.4% | +239+2.5% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 24,844 | $86.0 萬 | 0.4% | +47+0.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 28,591 | $85.0 萬 | 0.4% | −1,056−3.6% | 減碼 | – |
| LINLinde PLC | Stock | 1,620 | $84.1 萬 | 0.4% | +1,620 | 新進 | 歷史 |
| TXTTextron Inc | COM | 9,090 | $83.4 萬 | 0.4% | +147+1.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 11,964 | $80.9 萬 | 0.4% | −450−3.6% | 減碼 | – |
| TELTE Connectivity plc | Stock | 3,993 | $80.5 萬 | 0.4% | +10+0.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 12,600 | $78.8 萬 | 0.4% | +260+2.1% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 10,860 | $78.4 萬 | 0.4% | +230+2.2% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,986 | $76.8 萬 | 0.4% | −225−2.4% | 減碼 | – |
| Innovator ETFs Trust45784N841 | GROWTH 100 PWR B | 25,136 | $75.5 萬 | 0.4% | +461+1.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 27,791 | $74.5 萬 | 0.4% | −3,391−10.9% | 減碼 | – |
| Innovator ETFs Trust45782C623 | EMERGING MKT PWR | 21,003 | $71.7 萬 | 0.4% | +153+0.7% | 加碼 | – |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 22,308 | $68.8 萬 | 0.4% | +811+3.8% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 2,296 | $68.4 萬 | 0.4% | −3−0.1% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（23 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EDConsolidated Edison Inc | Stock | 33,161 | $375.3 萬 | 2.1% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,813 | $319.2 萬 | 1.8% | 歷史 |
| CLColgate Palmolive Co | Stock | 36,400 | $310.2 萬 | 1.8% | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 10,287 | $267.8 萬 | 1.5% | 歷史 |
| YUMYum Brands Inc | Stock | 11,588 | $180.2 萬 | 1.0% | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,381 | $100.4 萬 | 0.6% | 歷史 |
| NFLXNetflix Inc | Stock | 10,039 | $96.5 萬 | 0.5% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 5,036 | $95.6 萬 | 0.5% | 歷史 |
| LENLennar Corp | CL A | 10,675 | $92.7 萬 | 0.5% | 歷史 |
| MASMasco Corp | COM | 15,171 | $91.6 萬 | 0.5% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,229 | $76.5 萬 | 0.4% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 3,408 | $69.3 萬 | 0.4% | 歷史 |
| BROBrown & Brown, Inc. | Stock | 10,302 | $67.2 萬 | 0.4% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,729 | $63.2 萬 | 0.4% | 歷史 |
| NOWServiceNow, Inc. | Stock | 5,168 | $54.0 萬 | 0.3% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 613 | $40.0 萬 | 0.2% | – |
| VLOValero Energy Corp | Stock | 1,431 | $35.4 萬 | 0.2% | 歷史 |
| HSYHershey Co | COM | 1,344 | $27.9 萬 | 0.2% | 歷史 |
| CINFCincinnati Financial Corp | COM | 1,627 | $25.6 萬 | 0.1% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,003 | $25.3 萬 | 0.1% | – |
| FFord Motor Co | Stock | 21,804 | $25.2 萬 | 0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 495 | $21.3 萬 | 0.1% | 歷史 |
| FLOFlowers Foods Inc | COM | 16,325 | $13.3 萬 | 0.1% | 歷史 |