Paladin Wealth, LLC
- SEC CIK
- 0002040377
- 最新申報
- 2026/7/9
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 111
- 較 2025 年第 2 季 −1
- 總值
- $1.38 億
- 較 2025 年第 2 季 +$929.3 萬 (+7.2%)
| 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 | 119,035 | $932.5 萬 | 6.8% | +10,166+9.3% | 加碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 88,262 | $438.5 萬 | 3.2% | +22,761+34.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 23,382 | $436.3 萬 | 3.2% | −807−3.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,677 | $397.7 萬 | 2.9% | −199−2.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,685 | $366.4 萬 | 2.7% | −412−2.4% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 78,719 | $359.5 萬 | 2.6% | +824+1.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 13,758 | $350.3 萬 | 2.5% | −562−3.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 12,911 | $314.4 萬 | 2.3% | −830−6.0% | 減碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 37,703 | $297.5 萬 | 2.2% | +5,649+17.6% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,899 | $286.3 萬 | 2.1% | −63−1.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 66,108 | $282.9 萬 | 2.1% | +4,090+6.6% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 65,561 | $264.5 萬 | 1.9% | +5,292+8.8% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 32,318 | $242.7 萬 | 1.8% | +3,118+10.7% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 41,525 | $210.9 萬 | 1.5% | +3,297+8.6% | 加碼 | – |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 42,151 | $208.8 萬 | 1.5% | +4,998+13.5% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 7,904 | $195.3 萬 | 1.4% | +7,904 | 新進 | – |
| AVGOBroadcom Inc. | Stock | 5,668 | $187.0 萬 | 1.4% | −308−5.2% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R808 | ASSE BA SECS ETF | 36,570 | $186.8 萬 | 1.4% | +2,393+7.0% | 加碼 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 34,686 | $181.4 萬 | 1.3% | +2,448+7.6% | 加碼 | – |
| Aim ETF Products Trust00888H554 | ALLIANZIM US EQU | 57,720 | $164.5 萬 | 1.2% | +57,720 | 新進 | – |
| Bondbloxx ETF Trust09789C754 | BBB RATED 1 5 YE | 31,076 | $160.7 萬 | 1.2% | +3,642+13.3% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,928 | $153.5 萬 | 1.1% | −117−5.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,835 | $152.5 萬 | 1.1% | −175−3.5% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W648 | U.S. TECH INDEPD | 14,513 | $147.9 萬 | 1.1% | +14,513 | 新進 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 22,533 | $146.5 萬 | 1.1% | +1,175+5.5% | 加碼 | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 30,059 | $144.8 萬 | 1.1% | +3,588+13.6% | 加碼 | – |
| MSMorgan Stanley | Stock | 8,393 | $133.4 萬 | 1.0% | −368−4.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 21,819 | $130.7 萬 | 0.9% | +4,124+23.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 12,597 | $129.8 萬 | 0.9% | −189−1.5% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 25,651 | $127.8 萬 | 0.9% | +3,044+13.5% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 23,610 | $127.2 萬 | 0.9% | +23,610 | 新進 | – |
| VVisa Inc. | Stock | 3,703 | $126.4 萬 | 0.9% | −79−2.1% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,500 | $125.7 萬 | 0.9% | −26−1.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 8,075 | $125.4 萬 | 0.9% | −219−2.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 43,312 | $125.2 萬 | 0.9% | +80+0.2% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 15,921 | $121.7 萬 | 0.9% | −207−1.3% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,224 | $116.9 萬 | 0.8% | −80−6.1% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 24,516 | $114.3 萬 | 0.8% | +9,224+60.3% | 加碼 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 22,695 | $114.0 萬 | 0.8% | −1,135−4.8% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,281 | $113.3 萬 | 0.8% | +64+2.0% | 加碼 | 歷史 |
| Angel Oak Funds Trust03463K752 | OAK ULTRASHORT | 22,047 | $112.8 萬 | 0.8% | +22,047 | 新進 | – |
| Bondbloxx ETF Trust09789C671 | PRIVA CR CLO ETF | 22,175 | $112.1 萬 | 0.8% | +2,830+14.6% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 20,285 | $109.7 萬 | 0.8% | +5,789+39.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,296 | $109.6 萬 | 0.8% | +2,009+24.2% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 4,345 | $109.2 萬 | 0.8% | −149−3.3% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 8,781 | $108.7 萬 | 0.8% | −365−4.0% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 11,229 | $106.9 萬 | 0.8% | −346−3.0% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,837 | $106.2 萬 | 0.8% | +275+10.7% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R619 | PREFERRED AND CP | 20,072 | $104.0 萬 | 0.8% | +61+0.3% | 加碼 | – |
| LRCXLam Research Corp | Stock | 7,508 | $100.5 萬 | 0.7% | −275−3.5% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,908 | $99.9 萬 | 0.7% | +39+0.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,285 | $98.0 萬 | 0.7% | −230−4.2% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,126 | $95.4 萬 | 0.7% | −58−0.8% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 796 | $95.4 萬 | 0.7% | +7+0.9% | 加碼 | 歷史 |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 18,050 | $89.8 萬 | 0.7% | +224+1.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,931 | $89.1 萬 | 0.6% | −94−3.1% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 2,120 | $87.9 萬 | 0.6% | −40−1.9% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y889 | US EQT ACLRTD 9 | 23,083 | $86.4 萬 | 0.6% | +1,116+5.1% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 32,009 | $86.3 萬 | 0.6% | +4,247+15.3% | 加碼 | – |
| KOCoca Cola Co | Stock | 12,661 | $84.0 萬 | 0.6% | −156−1.2% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 7,650 | $83.2 萬 | 0.6% | +1,903+33.1% | 加碼 | – |
| ECLEcolab Inc. | Stock | 2,992 | $81.9 萬 | 0.6% | −40−1.3% | 減碼 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 22,156 | $79.9 萬 | 0.6% | −10,781−32.7% | 減碼 | – |
| MLMMartin Marietta Materials Inc | COM | 1,236 | $77.9 萬 | 0.6% | +1,236 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 15,068 | $77.7 萬 | 0.6% | −490−3.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 8,647 | $77.6 萬 | 0.6% | −87−1.0% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 14,140 | $75.0 萬 | 0.5% | −10,131−41.7% | 減碼 | – |
| NEENextera Energy Inc | Stock | 9,857 | $74.4 萬 | 0.5% | −213−2.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 784 | $72.2 萬 | 0.5% | +7+0.9% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 5,106 | $72.0 萬 | 0.5% | −743−12.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,579 | $70.4 萬 | 0.5% | −71−1.5% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 7,405 | $70.0 萬 | 0.5% | −144−1.9% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 14,354 | $69.9 萬 | 0.5% | −667−4.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 26,952 | $69.7 萬 | 0.5% | +219+0.8% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 10,265 | $68.8 萬 | 0.5% | −21−0.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 735 | $68.0 萬 | 0.5% | −10−1.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,894 | $66.8 萬 | 0.5% | −1,182−13.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 22,745 | $66.7 萬 | 0.5% | −3,882−14.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 993 | $66.5 萬 | 0.5% | +21+2.2% | 加碼 | – |
| BSXBoston Scientific Corp | Stock | 6,783 | $66.2 萬 | 0.5% | −61−0.9% | 減碼 | 歷史 |
| Ssga Active Tr78470P622 | SPDR SSGA IG PUB | 25,852 | $65.9 萬 | 0.5% | +25,852 | 新進 | – |
| WCNWaste Connections, Inc. | COM | 3,751 | $65.9 萬 | 0.5% | −2−0.1% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 12,596 | $65.6 萬 | 0.5% | −103−0.8% | 減碼 | – |
| SNPSSynopsys Inc | COM | 1,268 | $62.6 萬 | 0.5% | −64−4.8% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 772 | $60.5 萬 | 0.4% | −36−4.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 6,106 | $59.8 萬 | 0.4% | −78−1.3% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 20,414 | $59.8 萬 | 0.4% | +1,314+6.9% | 加碼 | – |
| DXCMDexcom Inc | COM | 8,740 | $58.8 萬 | 0.4% | +136+1.6% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 5,920 | $58.3 萬 | 0.4% | −149−2.5% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 17,635 | $56.3 萬 | 0.4% | −248−1.4% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 1,783 | $55.0 萬 | 0.4% | −19−1.1% | 減碼 | 歷史 |
| Cohen & Steers ETF Trust19249U302 | NATURAL RES ACTI | 18,722 | $54.4 萬 | 0.4% | +2,597+16.1% | 加碼 | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 9,750 | $52.8 萬 | 0.4% | +2,164+28.5% | 加碼 | – |
| Aim ETF Products Trust00888H828 | ALLIANZIM US EQT | 13,125 | $48.6 萬 | 0.4% | +435+3.4% | 加碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,237 | $48.4 萬 | 0.4% | −3−0.2% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 4,954 | $45.5 萬 | 0.3% | −107−2.1% | 減碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 6,268 | $45.4 萬 | 0.3% | −1,353−17.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 3,705 | $44.7 萬 | 0.3% | −12,353−76.9% | 減碼 | – |
| JHXJames Hardie Industries plc | Stock | 21,732 | $41.7 萬 | 0.3% | +21,732 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 7,943 | $40.5 萬 | 0.3% | +1,548+24.2% | 加碼 | – |
2025 年第 2 季之後清倉（15 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,000 | $201.1 萬 | 1.6% | – |
| Angel Oak Funds Trust03463K737 | MORTGAGE BACKED | 161,631 | $139.6 萬 | 1.1% | – |
| Ssga Active ETF Tr78467V707 | ST STR UL BD ETF | 29,195 | $118.7 萬 | 0.9% | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 26,708 | $98.8 萬 | 0.8% | – |
| AZEKAZEK Co Inc. | CL A | 15,827 | $86.0 萬 | 0.7% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,338 | $78.8 萬 | 0.6% | – |
| INTUIntuit Inc. | Stock | 932 | $73.4 萬 | 0.6% | 歷史 |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 9,775 | $44.2 萬 | 0.3% | – |
| Innovator ETFs Trust45783Y301 | US EQUITY ACCELE | 11,900 | $43.7 萬 | 0.3% | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 6,057 | $30.9 萬 | 0.2% | – |
| PFEPfizer Inc | Stock | 11,864 | $28.8 萬 | 0.2% | 歷史 |
| SLBSLB Limited | Stock | 7,840 | $26.5 萬 | 0.2% | 歷史 |
| ORCLOracle Corp | Stock | 931 | $20.4 萬 | 0.2% | 歷史 |
| CAHCardinal Health Inc | Stock | 1,202 | $20.2 萬 | 0.2% | 歷史 |
| WENWendy's Co | Stock | 10,895 | $12.4 萬 | 0.1% | 歷史 |