Paladin Wealth, LLC
- SEC CIK
- 0002040377
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 112
- 較 2025 年第 1 季 +17
- 總值
- $1.29 億
- 較 2025 年第 1 季 +$1,727 萬 (+15.5%)
| 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 | 108,869 | $791.4 萬 | 6.2% | +5,165+5.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,876 | $391.8 萬 | 3.0% | −15−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 24,189 | $382.2 萬 | 3.0% | −21−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 17,097 | $375.1 萬 | 2.9% | +645+3.9% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 77,895 | $350.9 萬 | 2.7% | −6,239−7.4% | 減碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 65,501 | $321.4 萬 | 2.5% | +7,599+13.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 14,320 | $293.8 萬 | 2.3% | +983+7.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,962 | $292.4 萬 | 2.3% | +49+1.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 62,018 | $251.1 萬 | 2.0% | +626+1.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 13,741 | $243.8 萬 | 1.9% | +374+2.8% | 加碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 32,054 | $237.2 萬 | 1.8% | +1,659+5.5% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 60,269 | $221.7 萬 | 1.7% | +1,671+2.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,000 | $201.1 萬 | 1.6% | +220+2.0% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 29,200 | $200.1 萬 | 1.6% | +680+2.4% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 38,228 | $194.0 萬 | 1.5% | +868+2.3% | 加碼 | – |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 37,153 | $183.4 萬 | 1.4% | +4,632+14.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 16,058 | $179.7 萬 | 1.4% | −2,167−11.9% | 減碼 | – |
| Doubleline ETF Trust25861R808 | ASSE BA SECS ETF | 34,177 | $173.3 萬 | 1.3% | +34,177 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 5,976 | $164.7 萬 | 1.3% | −23−0.4% | 減碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 32,238 | $162.2 萬 | 1.3% | +1,003+3.2% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,010 | $145.2 萬 | 1.1% | +21+0.4% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,045 | $144.7 萬 | 1.1% | −113−5.2% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C754 | BBB RATED 1 5 YE | 27,434 | $141.0 萬 | 1.1% | +3,387+14.1% | 加碼 | – |
| Angel Oak Funds Trust03463K737 | MORTGAGE BACKED | 161,631 | $139.6 萬 | 1.1% | +20,174+14.3% | 加碼 | – |
| VVisa Inc. | Stock | 3,782 | $134.3 萬 | 1.0% | −124−3.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 21,358 | $133.7 萬 | 1.0% | −16−0.1% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 24,271 | $128.1 萬 | 1.0% | −1,836−7.0% | 減碼 | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 26,471 | $126.7 萬 | 1.0% | +3,075+13.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 12,786 | $125.0 萬 | 1.0% | −410−3.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 43,232 | $124.4 萬 | 1.0% | −3,465−7.4% | 減碼 | – |
| MSMorgan Stanley | Stock | 8,761 | $123.4 萬 | 1.0% | −73−0.8% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,526 | $122.7 萬 | 1.0% | +112+4.6% | 加碼 | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 23,830 | $119.5 萬 | 0.9% | −1,365−5.4% | 減碼 | – |
| CVXChevron Corp | Stock | 8,294 | $118.8 萬 | 0.9% | +689+9.1% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 29,195 | $118.7 萬 | 0.9% | −1,960−6.3% | 減碼 | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 32,937 | $114.6 萬 | 0.9% | +2,085+6.8% | 加碼 | – |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 22,607 | $112.5 萬 | 0.9% | +2,559+12.8% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 17,695 | $105.9 萬 | 0.8% | −1,558−8.1% | 減碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 16,128 | $105.7 萬 | 0.8% | −405−2.4% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 789 | $105.7 萬 | 0.8% | −69−8.0% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R619 | PREFERRED AND CP | 20,011 | $102.0 萬 | 0.8% | −1,548−7.2% | 減碼 | – |
| MDTMedtronic plc | Stock | 11,575 | $100.9 萬 | 0.8% | +560+5.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,217 | $100.4 萬 | 0.8% | +422+15.1% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,494 | $99.7 萬 | 0.8% | +794+21.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,869 | $99.6 萬 | 0.8% | +310+6.8% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 26,708 | $98.8 萬 | 0.8% | −13,623−33.8% | 減碼 | – |
| URIUnited Rentals, Inc. | COM | 1,304 | $98.2 萬 | 0.8% | +47+3.7% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,184 | $97.7 萬 | 0.8% | +160+2.3% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C671 | PRIVA CR CLO ETF | 19,345 | $97.5 萬 | 0.8% | +2,580+15.4% | 加碼 | – |
| ETNEaton Corp plc | Stock | 2,562 | $91.5 萬 | 0.7% | +241+10.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 12,817 | $90.7 萬 | 0.7% | −81−0.6% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 9,146 | $90.3 萬 | 0.7% | −1,113−10.8% | 減碼 | 歷史 |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 17,826 | $88.6 萬 | 0.7% | −1,498−7.8% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 3,025 | $88.4 萬 | 0.7% | +171+6.0% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,287 | $86.6 萬 | 0.7% | +5,144+163.7% | 加碼 | – |
| EXRExtra Space Storage Inc. | COM | 5,849 | $86.2 萬 | 0.7% | +640+12.3% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 8,734 | $86.2 萬 | 0.7% | +463+5.6% | 加碼 | 歷史 |
| AZEKAZEK Co Inc. | CL A | 15,827 | $86.0 萬 | 0.7% | +253+1.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,515 | $84.2 萬 | 0.7% | +326+6.3% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 9,076 | $83.2 萬 | 0.6% | +1,060+13.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 3,032 | $81.7 萬 | 0.6% | +166+5.8% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,160 | $81.7 萬 | 0.6% | −103−4.6% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 777 | $79.9 萬 | 0.6% | −9−1.1% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y889 | US EQT ACLRTD 9 | 21,967 | $79.0 萬 | 0.6% | −9,900−31.1% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,338 | $78.8 萬 | 0.6% | +316+7.9% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 26,627 | $78.0 萬 | 0.6% | −2,180−7.6% | 減碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 14,496 | $77.2 萬 | 0.6% | −1,312−8.3% | 減碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 10,286 | $76.4 萬 | 0.6% | +442+4.5% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 7,783 | $75.8 萬 | 0.6% | +294+3.9% | 加碼 | 歷史 |
| DXCMDexcom Inc | COM | 8,604 | $75.1 萬 | 0.6% | −398−4.4% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,650 | $74.1 萬 | 0.6% | −1,328−22.2% | 減碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 27,762 | $73.8 萬 | 0.6% | −2,564−8.5% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 745 | $73.8 萬 | 0.6% | −43−5.5% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 15,558 | $73.6 萬 | 0.6% | +63+0.4% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 6,844 | $73.5 萬 | 0.6% | −312−4.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 932 | $73.4 萬 | 0.6% | −183−16.4% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 15,292 | $70.6 萬 | 0.5% | +2,039+15.4% | 加碼 | – |
| WCNWaste Connections, Inc. | COM | 3,753 | $70.1 萬 | 0.5% | +663+21.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 10,070 | $69.9 萬 | 0.5% | +814+8.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 26,733 | $68.4 萬 | 0.5% | −2,163−7.5% | 減碼 | – |
| SNPSSynopsys Inc | COM | 1,332 | $68.3 萬 | 0.5% | +327+32.5% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 7,549 | $67.7 萬 | 0.5% | −1,057−12.3% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 12,699 | $66.1 萬 | 0.5% | −1,160−8.4% | 減碼 | – |
| EQIXEquinix Inc | COM | 808 | $64.3 萬 | 0.5% | +147+22.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 972 | $60.4 萬 | 0.5% | +269+38.3% | 加碼 | – |
| LUVSouthwest Airlines Co | COM | 17,883 | $58.0 萬 | 0.5% | +1,517+9.3% | 加碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 5,747 | $57.9 萬 | 0.5% | +5,747 | 新進 | – |
| UBERUber Technologies, Inc | Stock | 6,184 | $57.7 萬 | 0.4% | +6,184 | 新進 | 歷史 |
| BKRBaker Hughes Co | CL A | 15,021 | $57.6 萬 | 0.4% | +3,132+26.3% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 1,802 | $56.6 萬 | 0.4% | +1,802 | 新進 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 6,069 | $55.4 萬 | 0.4% | +240+4.1% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,240 | $55.2 萬 | 0.4% | +1,240 | 新進 | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 19,100 | $54.8 萬 | 0.4% | −476−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 7,621 | $51.1 萬 | 0.4% | +7,621 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,061 | $46.4 萬 | 0.4% | +1,008+24.9% | 加碼 | – |
| Aim ETF Products Trust00888H828 | ALLIANZIM US EQT | 12,690 | $44.5 萬 | 0.3% | +12,690 | 新進 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 9,775 | $44.2 萬 | 0.3% | +9,775 | 新進 | – |
| Innovator ETFs Trust45783Y301 | US EQUITY ACCELE | 11,900 | $43.7 萬 | 0.3% | +11,900 | 新進 | – |
| Cohen & Steers ETF Trust19249U302 | NATURAL RES ACTI | 16,125 | $42.7 萬 | 0.3% | +16,125 | 新進 | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 7,586 | $40.9 萬 | 0.3% | +764+11.2% | 加碼 | – |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。