Paladin Wealth, LLC
- SEC CIK
- 0002040377
- 最新申報
- 2026/7/9
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/9 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 95
- 較 2024 年第 4 季 0
- 總值
- $1.11 億
- 較 2024 年第 4 季 −$439.7 萬 (−3.8%)
| 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 ETF78464A854 | ETF | 103,704 | $682.0 萬 | 6.1% | −38,429−27.0% | 減碼 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 84,134 | $380.3 萬 | 3.4% | +15,613+22.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 16,452 | $313.0 萬 | 2.8% | +1,071+7.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,337 | $296.3 萬 | 2.7% | +1,012+8.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,891 | $296.2 萬 | 2.7% | +685+9.5% | 加碼 | 歷史 |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 57,902 | $284.0 萬 | 2.6% | −7,208−11.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 24,210 | $262.4 萬 | 2.4% | +3,003+14.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,913 | $225.5 萬 | 2.0% | +148+3.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 61,392 | $223.5 萬 | 2.0% | −46,286−43.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 13,367 | $208.8 萬 | 1.9% | +761+6.0% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 30,395 | $201.4 萬 | 1.8% | +11,099+57.5% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 58,598 | $194.6 萬 | 1.7% | +58,598 | 新進 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 37,360 | $189.5 萬 | 1.7% | −1,531−3.9% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 10,780 | $184.2 萬 | 1.7% | +558+5.5% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 18,225 | $183.9 萬 | 1.7% | +18,225 | 新進 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 28,520 | $171.6 萬 | 1.5% | +9,661+51.2% | 加碼 | – |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 32,521 | $159.6 萬 | 1.4% | +6,597+25.4% | 加碼 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 31,235 | $149.6 萬 | 1.3% | −13,788−30.6% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,795 | $146.4 萬 | 1.3% | +298+11.9% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 40,331 | $141.6 萬 | 1.3% | −19,330−32.4% | 減碼 | – |
| VVisa Inc. | Stock | 3,906 | $136.9 萬 | 1.2% | +55+1.4% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 26,107 | $136.7 萬 | 1.2% | +15,081+136.8% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 46,697 | $133.5 萬 | 1.2% | +46,697 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,414 | $128.6 萬 | 1.2% | +103+4.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 21,374 | $127.6 萬 | 1.1% | −10,884−33.7% | 減碼 | – |
| CVXChevron Corp | Stock | 7,605 | $127.2 萬 | 1.1% | +471+6.6% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 31,155 | $126.6 萬 | 1.1% | +681+2.2% | 加碼 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 25,195 | $126.3 萬 | 1.1% | +577+2.3% | 加碼 | – |
| Angel Oak Funds Trust03463K737 | MORTGAGE BACKED | 141,457 | $122.8 萬 | 1.1% | +9,443+7.2% | 加碼 | – |
| Bondbloxx ETF Trust09789C754 | BBB RATED 1 5 YE | 24,047 | $122.8 萬 | 1.1% | +1,691+7.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,989 | $122.4 萬 | 1.1% | +273+5.8% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,158 | $117.9 萬 | 1.1% | +156+7.8% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,196 | $115.8 萬 | 1.0% | +973+8.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 19,253 | $115.2 萬 | 1.0% | −4,708−19.6% | 減碼 | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 23,396 | $111.7 萬 | 1.0% | +8,678+59.0% | 加碼 | – |
| PIMCO ETF Tr72201R619 | PREFERRED AND CP | 21,559 | $109.0 萬 | 1.0% | −4,003−15.7% | 減碼 | – |
| Innovator ETFs Trust45783Y889 | US EQT ACLRTD 9 | 31,867 | $107.8 萬 | 1.0% | −31,619−49.8% | 減碼 | – |
| MSMorgan Stanley | Stock | 8,834 | $103.1 萬 | 0.9% | +775+9.6% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 16,533 | $102.3 萬 | 0.9% | +259+1.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,978 | $101.9 萬 | 0.9% | +410+7.4% | 加碼 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 30,852 | $101.2 萬 | 0.9% | +135+0.4% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 5,999 | $100.4 萬 | 0.9% | +65+1.1% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 20,048 | $99.3 萬 | 0.9% | +6,076+43.5% | 加碼 | – |
| MDTMedtronic plc | Stock | 11,015 | $99.0 萬 | 0.9% | +330+3.1% | 加碼 | 歷史 |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 19,324 | $95.9 萬 | 0.9% | −4,794−19.9% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 7,024 | $93.2 萬 | 0.8% | +125+1.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 12,898 | $92.4 萬 | 0.8% | +332+2.6% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 8,606 | $90.4 萬 | 0.8% | +920+12.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,854 | $89.2 萬 | 0.8% | +85+3.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 8,271 | $86.3 萬 | 0.8% | +988+13.6% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,700 | $86.3 萬 | 0.8% | +446+13.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,189 | $86.1 萬 | 0.8% | +192+3.8% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C671 | PRIVA CR CLO ETF | 16,765 | $85.3 萬 | 0.8% | +16,765 | 新進 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 28,807 | $84.2 萬 | 0.8% | +28,807 | 新進 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 15,808 | $83.0 萬 | 0.7% | −41,219−72.3% | 減碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 30,326 | $82.7 萬 | 0.7% | −1,626−5.1% | 減碼 | – |
| NFLXNetflix Inc | Stock | 858 | $80.0 萬 | 0.7% | +25+3.0% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,257 | $78.8 萬 | 0.7% | +220+21.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,016 | $78.6 萬 | 0.7% | +420+5.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,559 | $77.8 萬 | 0.7% | +423+10.2% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 5,209 | $77.3 萬 | 0.7% | +519+11.1% | 加碼 | 歷史 |
| AZEKAZEK Co Inc. | CL A | 15,574 | $76.1 萬 | 0.7% | +1,852+13.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 788 | $74.5 萬 | 0.7% | +84+11.9% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 28,896 | $73.8 萬 | 0.7% | −6,623−18.6% | 減碼 | – |
| ECLEcolab Inc. | Stock | 2,866 | $72.7 萬 | 0.7% | +158+5.8% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 7,156 | $72.2 萬 | 0.6% | +113+1.6% | 加碼 | 歷史 |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 13,859 | $71.9 萬 | 0.6% | −7,438−34.9% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,022 | $69.7 萬 | 0.6% | +4,022 | 新進 | – |
| PFEPfizer Inc | Stock | 27,088 | $68.6 萬 | 0.6% | +1,037+4.0% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 16,388 | $68.5 萬 | 0.6% | +1,154+7.6% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,115 | $68.5 萬 | 0.6% | +118+11.8% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 10,259 | $67.3 萬 | 0.6% | +1,499+17.1% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 5,829 | $66.0 萬 | 0.6% | +372+6.8% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 9,256 | $65.6 萬 | 0.6% | +744+8.7% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 15,495 | $64.7 萬 | 0.6% | +1,066+7.4% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,844 | $64.2 萬 | 0.6% | +1,209+14.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,321 | $63.1 萬 | 0.6% | +326+16.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 786 | $62.6 萬 | 0.6% | +115+17.1% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 13,253 | $61.7 萬 | 0.6% | +3,163+31.3% | 加碼 | – |
| DXCMDexcom Inc | COM | 9,002 | $61.5 萬 | 0.6% | +488+5.7% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 3,090 | $60.3 萬 | 0.5% | +225+7.9% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,263 | $57.5 萬 | 0.5% | +334+17.3% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 16,366 | $55.0 萬 | 0.5% | +895+5.8% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 19,576 | $54.9 萬 | 0.5% | −22,746−53.7% | 減碼 | – |
| LRCXLam Research Corp | Stock | 7,489 | $54.4 萬 | 0.5% | +289+4.0% | 加碼 | 歷史 |
| EQIXEquinix Inc | COM | 661 | $53.9 萬 | 0.5% | +72+12.2% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 11,889 | $52.3 萬 | 0.5% | +764+6.9% | 加碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 5,173 | $50.7 萬 | 0.5% | +592+12.9% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,005 | $43.1 萬 | 0.4% | +142+16.5% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H737 | ALLIA US JUN ETF | 14,157 | $42.1 萬 | 0.4% | −9,705−40.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 703 | $39.5 萬 | 0.4% | +703 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,053 | $37.2 萬 | 0.3% | +331+8.9% | 加碼 | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 6,822 | $35.9 萬 | 0.3% | +6,822 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,143 | $33.1 萬 | 0.3% | +3,143 | 新進 | – |
| Innovator ETFs Trust45783Y848 | US EQTY ACCELRT9 | 10,547 | $31.4 萬 | 0.3% | −7,224−40.7% | 減碼 | – |
2024 年第 4 季之後清倉（9 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Janus Detroit STR Tr47103U746 | HEND SECU IN ETF | 61,474 | $318.5 萬 | 2.8% | – |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 7,841 | $73.4 萬 | 0.6% | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 5,834 | $64.3 萬 | 0.6% | – |
| AMDAdvanced Micro Devices Inc | Stock | 4,153 | $50.2 萬 | 0.4% | 歷史 |
| Goldman Sachs ETF Tr38149W788 | CMN | 14,228 | $50.0 萬 | 0.4% | – |
| Matthews Asia FDS577125818 | EMER MKTS EQUITY | 12,611 | $36.5 萬 | 0.3% | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 9,154 | $28.8 萬 | 0.2% | – |
| Innovator ETFs Tr45783Y665 | GRADIENT TACTIC | 8,822 | $21.6 萬 | 0.2% | – |
| Innovator ETFs Trust45783Y343 | INNOVATOR INTL D | 8,482 | $21.3 萬 | 0.2% | – |