跳到主要內容

Paladin Wealth, LLC

SEC CIK
0002040377
最新申報
2026/7/9

2024 年第 4 季持倉

持倉截至 2024/12/31,2025/1/29 申報。只含多頭部位,變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
95
較 2024 年第 3 季 −119
總值
$1.16 億
較 2024 年第 3 季 +$126.8 萬 (+1.1%)
申報日
2025/1/29
SEC
Paladin Wealth, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street SPDR Portfolio S&P 500 ETF78464A854ETF142,133$979.9 萬8.5%+38,469+37.1%加碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF107,678$367.5 萬3.2%+7,387+7.4%加碼–
AMZNAmazon Com IncStock15,381$337.4 萬2.9%+2,038+15.3%加碼歷史
Janus Detroit STR Tr47103U746HEND SECU IN ETF61,474$318.5 萬2.8%+18,499+43.0%加碼–
Doubleline ETF Trust25861R402MORTGAGE ETF65,110$313.2 萬2.7%+37,793+138.3%加碼–
AAPLApple Inc.Stock12,325$308.6 萬2.7%+50.0%加碼歷史
MSFTMicrosoft CorpStock7,206$303.7 萬2.6%+982+15.8%加碼歷史
Janus Detroit STR Tr47103U852HENDERSON MTG68,521$302.7 萬2.6%−346−0.5%減碼–
iShares Tr464288638ISHS 5-10YR INVT57,027$293.7 萬2.5%−12,004−17.4%減碼–
NVDANVIDIA CorpStock21,207$284.8 萬2.5%+2,139+11.2%加碼歷史
GOOGAlphabet Inc.Stock12,606$240.1 萬2.1%+109+0.9%加碼歷史
Neos ETF Trust78433H303NEOS S&P 500 HI45,023$228.8 萬2.0%+12,121+36.8%加碼–
METAMeta Platforms, Inc.Stock3,765$220.4 萬1.9%+304+8.8%加碼歷史
Innovator ETFs Trust45783Y889US EQT ACLRTD 963,486$216.8 萬1.9%+19,979+45.9%加碼–
Aim ETF Products Trust00888H505ALLIA US OCT ETF59,661$212.1 萬1.8%+59,661新進–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF32,258$200.1 萬1.7%−12,852−28.5%減碼–
Janus Detroit STR Tr47103U845HENDRSON AAA CL38,891$197.2 萬1.7%+9,747+33.4%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF10,222$182.0 萬1.6%−111−1.1%減碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW23,961$143.2 萬1.2%−3,704−13.4%減碼–
AVGOBroadcom Inc.Stock5,934$137.6 萬1.2%+330+5.9%加碼歷史
PIMCO ETF Tr72201R619PREFERRED AND CP25,562$128.5 萬1.1%+7,620+42.5%加碼–
UNHUnitedHealth Group IncStock2,497$126.3 萬1.1%+136+5.8%加碼歷史
Bondbloxx ETF Trust09789C838BLOOMBERG FVE YR25,924$124.4 萬1.1%+13,723+112.5%加碼–
Invesco Actively Managed Exc46090A887ULTRA SHRT DUR24,618$123.4 萬1.1%−5,559−18.4%減碼–
Ssga Active ETF Tr78467V707ST STR UL BD ETF30,474$123.1 萬1.1%−6,811−18.3%減碼–
VVisa Inc.Stock3,851$121.7 萬1.1%+1,099+39.9%加碼歷史
Neos ETF Trust78433H501NEOS ENH INC 1-324,118$120.2 萬1.0%+7,380+44.1%加碼–
American Centy ETF Tr025072703INTL EQT ETF19,296$118.4 萬1.0%+19,296新進–
Innovator ETFs Trust45783Y541EQUITY DEF PROTN42,322$117.5 萬1.0%+4,372+11.5%加碼–
GSGoldman Sachs Group IncStock2,002$114.6 萬1.0%+81+4.2%加碼歷史
JPMJPMorgan Chase & CoStock4,716$113.0 萬1.0%+205+4.5%加碼歷史
Bondbloxx ETF Trust09789C754BBB RATED 1 5 YE22,356$112.9 萬1.0%−122−0.5%減碼–
Angel Oak Funds Trust03463K737MORTGAGE BACKED132,014$112.6 萬1.0%+44,067+50.1%加碼–
American Centy ETF Tr025072604AVANTIS EMGMKT18,859$110.9 萬1.0%+139+0.7%加碼–
WMTWalmart Inc.Stock12,223$110.4 萬1.0%−821−6.3%減碼歷史
Doubleline ETF Trust25861R303COMMERCIAL REAL21,297$109.6 萬0.9%+5,516+35.0%加碼–
VanEck ETF Trust92189H730MORNINGSTAR SMID30,717$105.9 萬0.9%−8,142−21.0%減碼–
BRK.BBerkshire Hathaway IncStock2,311$104.8 萬0.9%+144+6.6%加碼歷史
CVXChevron CorpStock7,134$103.3 萬0.9%+684+10.6%加碼歷史
MSMorgan StanleyStock8,059$101.3 萬0.9%−379−4.5%減碼歷史
TGTTarget CorpStock7,283$98.5 萬0.9%+2,029+38.6%加碼歷史
PGProcter & Gamble CoStock5,568$93.3 萬0.8%+279+5.3%加碼歷史
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF35,519$88.8 萬0.8%+391+1.1%加碼–
MDTMedtronic plcStock10,685$85.4 萬0.7%+1,917+21.9%加碼歷史
GLDMWorld Gold TrustSPDR GLD MINIS16,274$84.6 萬0.7%−585−3.5%減碼歷史
SPDR Series Trust78464A664ST LON TREAS ETF31,952$83.7 萬0.7%+31,952新進–
LOWLowes Companies IncStock3,254$80.3 萬0.7%+16+0.5%加碼歷史
MCDMcDonalds CorpStock2,769$80.3 萬0.7%+94+3.5%加碼歷史
KOCoca Cola CoStock12,566$78.2 萬0.7%+1,861+17.4%加碼歷史
ABTAbbott LaboratoriesStock6,899$78.0 萬0.7%+339+5.2%加碼歷史
COPConocoPhillipsStock7,686$76.2 萬0.7%+1,110+16.9%加碼歷史
PANWPalo Alto Networks IncStock4,136$75.3 萬0.7%00.0%不變依 2 比 1 拆股換算歷史
NFLXNetflix IncStock833$74.2 萬0.6%+72+9.5%加碼歷史
PYPLPayPal Holdings, Inc.Stock8,635$73.7 萬0.6%−1,707−16.5%減碼歷史
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI7,841$73.4 萬0.6%+7,841新進–
URIUnited Rentals, Inc.COM1,037$73.1 萬0.6%+67+6.9%加碼歷史
JNJJohnson & JohnsonStock4,997$72.3 萬0.6%−350−6.5%減碼歷史
Aim ETF Products Trust00888H737ALLIA US JUN ETF23,862$71.7 萬0.6%+23,862新進–
NOWServiceNow, Inc.Stock671$71.1 萬0.6%−12−1.8%減碼歷史
EXRExtra Space Storage Inc.COM4,690$70.2 萬0.6%+500+11.9%加碼歷史
SBUXStarbucks CorpStock7,596$69.3 萬0.6%+62+0.8%加碼歷史
PFEPfizer IncStock26,051$69.1 萬0.6%+5,096+24.3%加碼歷史
Bondbloxx ETF Trust09789C846BLOOMBERG THREE13,972$68.1 萬0.6%−4,336−23.7%減碼–
Bondbloxx ETF Trust09789C820BLOOMBERG SEVEN14,718$68.1 萬0.6%+8,451+134.8%加碼–
DXCMDexcom IncCOM8,514$66.2 萬0.6%+2,179+34.4%加碼歷史
ETNEaton Corp plcStock1,995$66.2 萬0.6%+215+12.1%加碼歷史
AZEKAZEK Co Inc.CL A13,722$65.1 萬0.6%+12,884+1,537.5%加碼歷史
COSTCostco Wholesale CorpStock704$64.5 萬0.6%+6+0.9%加碼歷史
Ea Series Trust02072L565ALPHA ARCH 1-35,834$64.3 萬0.6%+5,834新進–
ECLEcolab Inc.Stock2,708$63.5 萬0.5%+245+9.9%加碼歷史
BACBank of America CorpStock14,429$63.4 萬0.5%+591+4.3%加碼歷史
BSXBoston Scientific CorpStock7,043$62.9 萬0.5%+45+0.6%加碼歷史
INTUIntuit Inc.Stock997$62.7 萬0.5%+120+13.7%加碼歷史
NEENextera Energy IncStock8,512$61.0 萬0.5%+997+13.3%加碼歷史
PWRQuanta Services, Inc.COM1,929$61.0 萬0.5%+35+1.8%加碼歷史
APHAmphenol CorpCL A8,760$60.8 萬0.5%+8,760新進歷史
SLBSLB LimitedStock15,234$58.4 萬0.5%+2,807+22.6%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock5,457$57.6 萬0.5%+472+9.5%加碼歷史
iShares Tr464288646ISHS 1-5YR INVS11,026$57.0 萬0.5%+3,675+50.0%加碼–
EQIXEquinix IncCOM589$55.5 萬0.5%−21−3.4%減碼歷史
Innovator ETFs Trust45783Y848US EQTY ACCELRT917,771$53.7 萬0.5%+17,771新進–
LUVSouthwest Airlines CoCOM15,471$52.0 萬0.4%+44+0.3%加碼歷史
LRCXLam Research CorpStock7,200$52.0 萬0.4%+1,170+19.4%加碼依 10 比 1 拆股換算歷史
GPNGlobal Payments IncStock4,581$51.3 萬0.4%−45−1.0%減碼歷史
AMDAdvanced Micro Devices IncStock4,153$50.2 萬0.4%+61+1.5%加碼歷史
Goldman Sachs ETF Tr38149W788CMN14,228$50.0 萬0.4%−22,982−61.8%減碼–
WCNWaste Connections, Inc.COM2,865$49.2 萬0.4%+563+24.5%加碼歷史
BKRBaker Hughes CoCL A11,125$45.6 萬0.4%+11,125新進歷史
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR10,090$45.2 萬0.4%+10,090新進–
SNPSSynopsys IncCOM863$41.9 萬0.4%+863新進歷史
Matthews Asia FDS577125818EMER MKTS EQUITY12,611$36.5 萬0.3%+457+3.8%加碼–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF3,722$34.0 萬0.3%+938+33.7%加碼–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD9,154$28.8 萬0.2%+9,154新進–
Innovator ETFs Tr45783Y665GRADIENT TACTIC8,822$21.6 萬0.2%−1,792−16.9%減碼–
Innovator ETFs Trust45783Y343INNOVATOR INTL D8,482$21.3 萬0.2%+8,482新進–

2024 年第 3 季之後清倉(132 檔)

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 132 檔。

Paladin Wealth, LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
Aim ETF Products Trust00888H869ALLIANZIM US EQ106,177$312.2 萬2.7%–
Innovator ETFs Tr45782C243INVTOR 2 PLS 578,857$166.1 萬1.5%–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM23,675$140.9 萬1.2%–
Innovator ETFs Trust45782C417US EQTY PWR BUF33,304$120.0 萬1.0%–
iShares Tr46434V456MSCI INTL QUALTY28,878$119.8 萬1.0%–
SPDR Series Trust78464A672ST INTER ETF34,248$99.5 萬0.9%–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT15,450$76.3 萬0.7%–
AVYAvery Dennison CorpCOM2,281$50.4 萬0.4%歷史
MAMastercard IncStock912$45.0 萬0.4%歷史
IQVIQVIA Holdings Inc.Stock1,853$43.9 萬0.4%歷史
Innovator ETFs Trust45782C524INTRNL DEV JAN9,442$31.1 萬0.3%–
iShares Tr46435G102CONV BD ETF3,590$30.0 萬0.3%–
KVUEKenvue Inc.Stock8,227$19.0 萬0.2%歷史
ORCLOracle CorpStock1,037$17.7 萬0.2%歷史
XELXcel Energy IncStock2,674$17.5 萬0.2%歷史
BXBlackstone Inc.COM1,139$17.4 萬0.2%歷史
RTXRTX CorpStock1,437$17.4 萬0.2%歷史
SHWSherwin Williams CoCOM451$17.2 萬0.2%歷史
NYTNew York Times CoCL A3,091$17.2 萬0.2%歷史
ABBVAbbVie Inc.Stock856$16.9 萬0.1%歷史
NOCNorthrop Grumman CorpStock320$16.9 萬0.1%歷史
CAHCardinal Health IncStock1,513$16.7 萬0.1%歷史
BALLBALL CorpCOM2,448$16.6 萬0.1%歷史
AXPAmerican Express CoStock609$16.5 萬0.1%歷史
HDHome Depot, Inc.Stock407$16.5 萬0.1%歷史
ARESAres Management CorpCL A COM STK1,051$16.4 萬0.1%歷史
AMTAmerican Tower CorpREIT704$16.4 萬0.1%歷史
CBChubb LtdStock563$16.2 萬0.1%歷史
IPGInterpublic Group of Companies, Inc.COM5,078$16.1 萬0.1%歷史
ACNAccenture plcStock454$16.0 萬0.1%歷史
ICEIntercontinental Exchange, Inc.Stock997$16.0 萬0.1%歷史
CRMSalesforce, Inc.Stock582$15.9 萬0.1%歷史
Innovator ETFs Trust45782C516EMRGNG MKT JAN5,050$15.8 萬0.1%–
Innovator ETFs Trust45782C474US SML CP PWR B4,220$15.6 萬0.1%–
SYYSysco CorpStock1,988$15.5 萬0.1%歷史
LHXL3HARRIS Technologies, Inc.Stock636$15.1 萬0.1%歷史
XOMExxonMobil Holdings CorpCOM1,285$15.1 萬0.1%歷史
BDXBecton Dickinson & CoStock623$15.0 萬0.1%歷史
HONHoneywell International IncCOM724$15.0 萬0.1%歷史
CICigna GroupStock431$14.9 萬0.1%歷史
WENWendy's CoStock8,211$14.4 萬0.1%歷史
AMPAmeriprise Financial IncCOM306$14.4 萬0.1%歷史
AREAlexandria Real Estate Equities, Inc.COM1,202$14.3 萬0.1%歷史
AMGNAmgen IncStock440$14.2 萬0.1%歷史
STZConstellation Brands, Inc.Stock541$13.9 萬0.1%歷史
iShares Tr464288570ESG MSCI KLD ETF884$9.62 萬0.1%–
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV1,512$7.04 萬0.1%–
SPDR Series Trust78468R531SPDR S&P 500 ESG1,131$6.31 萬0.1%–
iShares Tr46435U663ESG AWARE MSCI1,417$5.93 萬0.1%–
ARK Next Generation Technology ETF00214Q401ETF600$5.11 萬<0.1%–
FTNTFortinet, Inc.Stock597$4.63 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F540SKYB CRY IND ETF3,589$4.49 萬<0.1%–
USBUS Bancorp DECOM NEW973$4.45 萬<0.1%歷史
Goldman Sachs ETF Tr381430396JUST US LRG CP506$4.15 萬<0.1%–
SAIASaia IncCOM92$4.02 萬<0.1%歷史
Amplify Blockchain Technology ETF032108607ETF1,064$3.99 萬<0.1%–
Global X FDS37954Y343GLBL X MLP ETF826$3.96 萬<0.1%–
INVHInvitation Homes Inc.COM1,122$3.96 萬<0.1%歷史
HQYHealthequity, Inc.COM473$3.87 萬<0.1%歷史
SWNSouthwestern Energy CoCOM5,377$3.82 萬<0.1%歷史
DTDynatrace, Inc.Stock710$3.80 萬<0.1%歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF777$3.78 萬<0.1%–
Innovator ETFs Trust45782C789US EQTY BUFR JUL863$3.77 萬<0.1%–
LPLALPL Financial Holdings Inc.COM146$3.40 萬<0.1%歷史
ULTAUlta Beauty, Inc.Stock83$3.23 萬<0.1%歷史
iShares Tr46434V464LOW CA OP MS ETF159$3.12 萬<0.1%–
SNAPSnap IncStock2,760$2.95 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS1,450$2.94 萬<0.1%歷史
LULUlululemon athletica inc.Stock108$2.93 萬<0.1%歷史
FIVEFive Below, IncCOM296$2.62 萬<0.1%歷史
WFRDWeatherford International plcORD SHS279$2.37 萬<0.1%歷史
Innovator ETFs Trust45782C813US EQTY PWR BUF564$2.28 萬<0.1%–
Tidal Trust II88636J600ROUNDHILL GENER538$2.01 萬<0.1%–
First Tr Exchange Traded FD33738R720NASDQ ARTFCIAL448$1.96 萬<0.1%–
HODLVanEck Bitcoin ETFSH BEN INT237$1.70 萬<0.1%歷史
EMREmerson Electric CoStock150$1.64 萬<0.1%歷史
CMGChipotle Mexican Grill IncCOM283$1.63 萬<0.1%歷史
MRKMerck & Co., Inc.Stock142$1.61 萬<0.1%歷史
SPDR Series Trust78468R747ST STR MSCI GEN138$1.57 萬<0.1%–
VanEck ETF Trust92189H748CLO ETF295$1.56 萬<0.1%–
Series Portfolios Tr81752T528ELDRIDGE BBB B523$1.41 萬<0.1%–
JDJD.com, Inc.SPON ADS CL A337$1.35 萬<0.1%歷史
CMCanadian Imperial Bank of CommerceCOM198$1.21 萬<0.1%歷史
iShares Tr46435G193ESG AWRE USD ETF502$1.19 萬<0.1%–
Innovator ETFs Tr45782C235INVATR 20 PLS 9563$1.18 萬<0.1%–
RYRoyal Bank of CanadaStock93$1.16 萬<0.1%歷史
NGGNational Grid PLCSPONSORED ADR NE163$1.14 萬<0.1%歷史
SNYSanofiSPONSORED ADR193$1.11 萬<0.1%歷史
CRHCRH Public Ltd CoORD119$1.10 萬<0.1%歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR63$1.09 萬<0.1%歷史
CCEPCoca-Cola Europacific Partners plcSHS138$1.09 萬<0.1%歷史
iShares Tr464288794US BR DEL SE ETF82$1.05 萬<0.1%–
LINLinde PLCStock22$1.05 萬<0.1%歷史
NVSNovartis AGADR90$1.04 萬<0.1%歷史
HSBCHSBC Holdings PLCSPON ADR NEW228$1.03 萬<0.1%歷史
AZNAstraZeneca PLCSPONSORED ADR131$1.02 萬<0.1%歷史
RELXRELX PLCSPONSORED ADR215$1.02 萬<0.1%歷史
TDToronto Dominion BankStock159$1.01 萬<0.1%歷史
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR796$1.01 萬<0.1%歷史
UPSUnited Parcel Service IncStock72$9,816<0.1%歷史