Paladin Wealth, LLC
- SEC CIK
- 0002040377
- 最新申報
- 2026/7/9
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/15 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 120
- 較 2025 年第 3 季 +9
- 總值
- $1.46 億
- 較 2025 年第 3 季 +$857.3 萬 (+6.2%)
| 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 | 143,654 | $1,152 萬 | 7.9% | +24,619+20.7% | 加碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 98,068 | $487.0 萬 | 3.3% | +9,806+11.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,226 | $377.2 萬 | 2.6% | −3,156−13.5% | 減碼 | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 45,688 | $376.1 萬 | 2.6% | +7,985+21.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 15,862 | $366.1 萬 | 2.5% | −823−4.9% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 78,867 | $360.3 萬 | 2.5% | +148+0.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,928 | $351.5 萬 | 2.4% | −830−6.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,267 | $351.4 萬 | 2.4% | −410−5.3% | 減碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 77,833 | $345.7 萬 | 2.4% | +11,725+17.7% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 76,558 | $312.7 萬 | 2.1% | +10,997+16.8% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 9,949 | $312.2 萬 | 2.1% | −2,962−22.9% | 減碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 38,269 | $294.7 萬 | 2.0% | +5,951+18.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,875 | $255.8 萬 | 1.7% | −24−0.6% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 9,228 | $233.4 萬 | 1.6% | +1,324+16.8% | 加碼 | – |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 46,990 | $232.5 萬 | 1.6% | +4,839+11.5% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 44,217 | $223.6 萬 | 1.5% | +2,692+6.5% | 加碼 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 39,246 | $206.2 萬 | 1.4% | +4,560+13.1% | 加碼 | – |
| Doubleline ETF Trust25861R808 | ASSE BA SECS ETF | 39,195 | $199.5 萬 | 1.4% | +2,625+7.2% | 加碼 | – |
| iShares U S ETF Tr46431W648 | U.S. TECH INDEPD | 18,648 | $189.4 萬 | 1.3% | +4,135+28.5% | 加碼 | – |
| Aim ETF Products Trust00888H554 | ALLIANZIM US EQU | 64,952 | $188.0 萬 | 1.3% | +7,232+12.5% | 加碼 | – |
| Bondbloxx ETF Trust09789C754 | BBB RATED 1 5 YE | 34,703 | $178.7 萬 | 1.2% | +3,627+11.7% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,934 | $170.7 萬 | 1.2% | +5,638+54.8% | 加碼 | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 33,519 | $161.0 萬 | 1.1% | +3,460+11.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 4,623 | $160.0 萬 | 1.1% | −1,045−18.4% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 29,154 | $159.7 萬 | 1.1% | +5,544+23.5% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 18,288 | $156.1 萬 | 1.1% | +2,367+14.9% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,713 | $150.6 萬 | 1.0% | −215−11.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,564 | $147.1 萬 | 1.0% | −271−5.6% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 28,699 | $142.8 萬 | 1.0% | +3,048+11.9% | 加碼 | – |
| MSMorgan Stanley | Stock | 7,681 | $136.4 萬 | 0.9% | −712−8.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 21,863 | $131.0 萬 | 0.9% | +44+0.2% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 11,460 | $128.1 萬 | 0.9% | +3,810+49.8% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 27,225 | $125.8 萬 | 0.9% | +2,709+11.0% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 43,560 | $125.6 萬 | 0.9% | +248+0.6% | 加碼 | – |
| Bondbloxx ETF Trust09789C671 | PRIVA CR CLO ETF | 24,796 | $124.3 萬 | 0.8% | +2,621+11.8% | 加碼 | – |
| BTCOInvesco Galaxy Bitcoin ETF | COM SHS BEN INT | 14,143 | $123.3 萬 | 0.8% | +14,143 | 新進 | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 24,333 | $122.3 萬 | 0.8% | +1,638+7.2% | 加碼 | – |
| Angel Oak Funds Trust03463K752 | OAK ULTRASHORT | 23,665 | $121.0 萬 | 0.8% | +1,618+7.3% | 加碼 | – |
| WMTWalmart Inc. | Stock | 10,839 | $120.8 萬 | 0.8% | −1,758−14.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 7,634 | $116.3 萬 | 0.8% | −441−5.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,284 | $114.8 萬 | 0.8% | −216−8.6% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,262 | $114.4 萬 | 0.8% | −441−11.9% | 減碼 | 歷史 |
| iShares Tr464288638 | ISHS 5-10YR INVT | 20,634 | $111.2 萬 | 0.8% | +349+1.7% | 加碼 | – |
| PIMCO ETF Tr72201R619 | PREFERRED AND CP | 20,241 | $104.3 萬 | 0.7% | +169+0.8% | 加碼 | – |
| MDTMedtronic plc | Stock | 10,730 | $103.1 萬 | 0.7% | −499−4.4% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 10,282 | $100.5 萬 | 0.7% | +1,635+18.9% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,019 | $99.7 萬 | 0.7% | −262−8.0% | 減碼 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 27,125 | $98.2 萬 | 0.7% | +4,969+22.4% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 4,067 | $98.1 萬 | 0.7% | −278−6.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,696 | $96.4 萬 | 0.7% | +570+8.0% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,848 | $90.7 萬 | 0.6% | +11+0.4% | 加碼 | 歷史 |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 18,044 | $89.7 萬 | 0.6% | −60.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 12,693 | $88.7 萬 | 0.6% | +32+0.3% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,072 | $86.8 萬 | 0.6% | −152−12.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,576 | $84.3 萬 | 0.6% | −332−6.8% | 減碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 31,795 | $84.2 萬 | 0.6% | −214−0.7% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,746 | $83.9 萬 | 0.6% | −185−6.3% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y889 | US EQT ACLRTD 9 | 21,821 | $83.5 萬 | 0.6% | −1,262−5.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 4,010 | $83.0 萬 | 0.6% | −1,275−24.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 8,446 | $79.2 萬 | 0.5% | +486+6.1% | 加碼依 10 比 1 拆股換算 | 歷史 |
| ECLEcolab Inc. | Stock | 3,011 | $79.0 萬 | 0.5% | +19+0.6% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 14,200 | $78.1 萬 | 0.5% | −868−5.8% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,548 | $75.0 萬 | 0.5% | −3,233−36.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,885 | $74.8 萬 | 0.5% | +991+12.6% | 加碼 | 歷史 |
| Cohen & Steers ETF Trust19249U302 | NATURAL RES ACTI | 24,229 | $74.8 萬 | 0.5% | +5,507+29.4% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 1,196 | $74.5 萬 | 0.5% | −40−3.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 4,277 | $73.2 萬 | 0.5% | −3,231−43.0% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 13,832 | $73.1 萬 | 0.5% | −308−2.2% | 減碼 | – |
| Ssga Active Tr78470P622 | SPDR SSGA IG PUB | 28,556 | $72.6 萬 | 0.5% | +2,704+10.5% | 加碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 27,585 | $71.0 萬 | 0.5% | +633+2.3% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,950 | $70.9 萬 | 0.5% | +371+8.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,023 | $70.1 萬 | 0.5% | +30+3.0% | 加碼 | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 12,885 | $69.8 萬 | 0.5% | +3,135+32.2% | 加碼 | – |
| WCNWaste Connections, Inc. | COM | 3,965 | $69.5 萬 | 0.5% | +214+5.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 7,260 | $68.0 萬 | 0.5% | −145−2.0% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 22,635 | $66.3 萬 | 0.5% | −110−0.5% | 減碼 | – |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 12,576 | $65.3 萬 | 0.4% | −20−0.2% | 減碼 | – |
| PWRQuanta Services, Inc. | COM | 1,534 | $64.7 萬 | 0.4% | −586−27.6% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,079 | $62.5 萬 | 0.4% | +159+4.1% | 加碼依 5 比 1 拆股換算 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 12,097 | $61.6 萬 | 0.4% | +4,154+52.3% | 加碼 | – |
| EXRExtra Space Storage Inc. | COM | 4,703 | $61.2 萬 | 0.4% | −403−7.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 685 | $59.1 萬 | 0.4% | −50−6.8% | 減碼 | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 19,656 | $58.2 萬 | 0.4% | −758−3.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 541 | $58.1 萬 | 0.4% | +541 | 新進 | 歷史 |
| DXCMDexcom Inc | COM | 8,742 | $58.0 萬 | 0.4% | +20.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 6,038 | $57.6 萬 | 0.4% | −745−11.0% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 12,501 | $56.9 萬 | 0.4% | −1,853−12.9% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 13,763 | $56.9 萬 | 0.4% | −3,872−22.0% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 9,705 | $56.7 萬 | 0.4% | −560−5.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,966 | $55.9 萬 | 0.4% | −2,891−29.3% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 2,920 | $54.9 萬 | 0.4% | +2,920 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,563 | $54.7 萬 | 0.4% | +3,563 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 962 | $54.5 萬 | 0.4% | +962 | 新進 | 歷史 |
| EQIXEquinix Inc | COM | 704 | $53.9 萬 | 0.4% | −68−8.8% | 減碼 | 歷史 |
| PODDInsulet Corp | Stock | 1,888 | $53.7 萬 | 0.4% | +105+5.9% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,175 | $53.3 萬 | 0.4% | −62−5.0% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,123 | $52.7 萬 | 0.4% | −145−11.4% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 3,874 | $47.8 萬 | 0.3% | +169+4.6% | 加碼 | – |
| Aim ETF Products Trust00888H828 | ALLIANZIM US EQT | 12,492 | $47.6 萬 | 0.3% | −633−4.8% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,135 | $46.9 萬 | 0.3% | +181+3.7% | 加碼 | – |
2025 年第 3 季之後清倉（4 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。