Paladin Wealth, LLC
- SEC CIK
- 0002040377
- 最新申報
- 2026/7/9
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/16 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 125
- 較 2025 年第 4 季 +5
- 總值
- $1.45 億
- 較 2025 年第 4 季 −$107.7 萬 (−0.7%)
| 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 | 155,233 | $1,188 萬 | 8.2% | +11,579+8.1% | 加碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 109,238 | $539.4 萬 | 3.7% | +11,170+11.4% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 50,359 | $427.2 萬 | 2.9% | +4,671+10.2% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 84,788 | $387.1 萬 | 2.7% | +6,955+8.9% | 加碼 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 81,029 | $366.1 萬 | 2.5% | +2,162+2.7% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 41,808 | $336.9 萬 | 2.3% | +3,539+9.2% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 84,839 | $330.7 萬 | 2.3% | +8,281+10.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 18,533 | $323.2 萬 | 2.2% | −1,693−8.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,205 | $316.7 萬 | 2.2% | −657−4.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 12,084 | $306.7 萬 | 2.1% | −844−6.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,298 | $270.2 萬 | 1.9% | +31+0.4% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 52,920 | $260.2 萬 | 1.8% | +5,930+12.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,908 | $255.5 萬 | 1.8% | −1,041−10.5% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 10,232 | $243.1 萬 | 1.7% | +1,004+10.9% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 48,060 | $242.1 萬 | 1.7% | +3,843+8.7% | 加碼 | – |
| Doubleline ETF Trust25861R808 | ASSE BA SECS ETF | 42,705 | $216.9 萬 | 1.5% | +3,510+9.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 20,414 | $216.7 萬 | 1.5% | +4,480+28.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,620 | $207.1 萬 | 1.4% | −255−6.6% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C754 | BBB RATED 1 5 YE | 39,068 | $199.8 萬 | 1.4% | +4,365+12.6% | 加碼 | – |
| iShares U S ETF Tr46431W648 | U.S. TECH INDEPD | 22,002 | $194.5 萬 | 1.3% | +3,354+18.0% | 加碼 | – |
| Aim ETF Products Trust00888H554 | ALLIANZIM US EQU | 68,646 | $192.2 萬 | 1.3% | +3,694+5.7% | 加碼 | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 20,017 | $185.5 萬 | 1.3% | +1,729+9.5% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 37,785 | $180.3 萬 | 1.2% | +4,266+12.7% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 33,291 | $164.4 萬 | 1.1% | +4,137+14.2% | 加碼 | – |
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 32,421 | $160.5 萬 | 1.1% | +3,722+13.0% | 加碼 | – |
| American Centy ETF Tr025072885 | US EQT ETF | 13,573 | $150.9 萬 | 1.0% | +2,113+18.4% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 30,511 | $139.9 萬 | 1.0% | +3,286+12.1% | 加碼 | – |
| Bondbloxx ETF Trust09789C671 | PRIVA CR CLO ETF | 28,127 | $138.3 萬 | 1.0% | +3,331+13.4% | 加碼 | – |
| CVXChevron Corp | Stock | 6,608 | $136.7 萬 | 0.9% | −1,026−13.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,367 | $135.2 萬 | 0.9% | −256−5.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 22,562 | $134.9 萬 | 0.9% | +699+3.2% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,585 | $134.1 萬 | 0.9% | −128−7.5% | 減碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 26,983 | $133.2 萬 | 0.9% | −12,263−31.2% | 減碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 44,689 | $128.1 萬 | 0.9% | +1,129+2.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,348 | $127.9 萬 | 0.9% | −216−4.7% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 9,710 | $120.7 萬 | 0.8% | −1,129−10.4% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 7,287 | $119.9 萬 | 0.8% | −394−5.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,775 | $115.9 萬 | 0.8% | +752+73.5% | 加碼 | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 21,377 | $113.8 萬 | 0.8% | +743+3.6% | 加碼 | – |
| BTCOInvesco Galaxy Bitcoin ETF | COM SHS BEN INT | 16,537 | $111.6 萬 | 0.8% | +2,394+16.9% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 9,184 | $111.3 萬 | 0.8% | −1,098−10.7% | 減碼 | 歷史 |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 30,562 | $107.5 萬 | 0.7% | +3,437+12.7% | 加碼 | – |
| PIMCO ETF Tr72201R619 | PREFERRED AND CP | 20,901 | $105.9 萬 | 0.7% | +660+3.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,124 | $101.8 萬 | 0.7% | −160−7.0% | 減碼 | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 20,141 | $100.9 萬 | 0.7% | −4,192−17.2% | 減碼 | – |
| Angel Oak Funds Trust03463K752 | OAK ULTRASHORT | 19,684 | $100.5 萬 | 0.7% | −3,981−16.8% | 減碼 | – |
| Cohen & Steers ETF Trust19249U302 | NATURAL RES ACTI | 26,575 | $99.9 萬 | 0.7% | +2,346+9.7% | 加碼 | – |
| VVisa Inc. | Stock | 3,110 | $94.0 萬 | 0.6% | −152−4.7% | 減碼 | 歷史 |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 18,596 | $92.6 萬 | 0.6% | +552+3.1% | 加碼 | – |
| ETNEaton Corp plc | Stock | 2,537 | $90.7 萬 | 0.6% | −311−10.9% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 10,240 | $88.7 萬 | 0.6% | −490−4.6% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,621 | $88.4 萬 | 0.6% | −1,072−8.4% | 減碼 | 歷史 |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 14,677 | $88.0 萬 | 0.6% | +1,792+13.9% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,533 | $86.4 萬 | 0.6% | −477−11.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 32,617 | $85.8 萬 | 0.6% | +822+2.6% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 3,595 | $84.9 萬 | 0.6% | −472−11.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 6,352 | $83.8 萬 | 0.6% | −908−12.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,043 | $82.3 萬 | 0.6% | +24+0.8% | 加碼 | 歷史 |
| Ssga Active Tr78470P622 | SPDR SSGA IG PUB | 31,939 | $80.6 萬 | 0.6% | +3,383+11.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,590 | $80.5 萬 | 0.6% | −156−5.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 15,627 | $79.7 萬 | 0.5% | +3,530+29.2% | 加碼 | – |
| NFLXNetflix Inc | Stock | 8,247 | $79.3 萬 | 0.5% | −199−2.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 7,682 | $78.9 萬 | 0.5% | −14−0.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,573 | $76.3 萬 | 0.5% | −704−16.5% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 13,985 | $73.5 萬 | 0.5% | +153+1.1% | 加碼 | – |
| ECLEcolab Inc. | Stock | 2,708 | $72.0 萬 | 0.5% | −303−10.1% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,312 | $72.0 萬 | 0.5% | −222−14.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,996 | $71.6 萬 | 0.5% | −889−10.0% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,438 | $71.2 萬 | 0.5% | −138−3.0% | 減碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 950 | $69.2 萬 | 0.5% | −122−11.4% | 減碼 | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 26,739 | $68.5 萬 | 0.5% | −846−3.1% | 減碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 23,292 | $68.0 萬 | 0.5% | +657+2.9% | 加碼 | – |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 12,981 | $67.4 萬 | 0.5% | +405+3.2% | 加碼 | – |
| BACBank of America Corp | Stock | 13,834 | $67.4 萬 | 0.5% | −366−2.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 4,495 | $64.9 萬 | 0.4% | −455−9.2% | 減碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 10,500 | $64.1 萬 | 0.4% | −2,001−16.0% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,081 | $63.6 萬 | 0.4% | −115−9.6% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 5,004 | $63.2 萬 | 0.4% | −544−9.8% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 3,738 | $60.7 萬 | 0.4% | −227−5.7% | 減碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 5,073 | $59.0 萬 | 0.4% | +1,111+28.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 5,009 | $58.7 萬 | 0.4% | +1,135+29.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 587 | $58.5 萬 | 0.4% | −98−14.3% | 減碼 | 歷史 |
| EQIXEquinix Inc | COM | 591 | $57.9 萬 | 0.4% | −113−16.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 6,210 | $57.7 萬 | 0.4% | −756−10.9% | 減碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 4,230 | $55.5 萬 | 0.4% | −473−10.1% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,304 | $52.8 萬 | 0.4% | −259−7.3% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,565 | $51.0 萬 | 0.4% | +430+8.4% | 加碼 | – |
| DXCMDexcom Inc | COM | 7,952 | $49.9 萬 | 0.3% | −790−9.0% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,074 | $48.0 萬 | 0.3% | −101−8.6% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 4,470 | $46.7 萬 | 0.3% | +391+9.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 10,329 | $46.7 萬 | 0.3% | +624+6.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F540 | SKYB CRY IND ETF | 38,743 | $45.1 萬 | 0.3% | +12,945+50.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 489 | $45.0 萬 | 0.3% | −52−9.6% | 減碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 11,956 | $44.9 萬 | 0.3% | −1,807−13.1% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 2,655 | $44.9 萬 | 0.3% | −265−9.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 932 | $43.0 萬 | 0.3% | −30−3.1% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,078 | $42.7 萬 | 0.3% | −45−4.0% | 減碼 | 歷史 |
| Amplify Blockchain Technology ETF032108607 | ETF | 8,471 | $42.2 萬 | 0.3% | +2,251+36.2% | 加碼 | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 3,418 | $41.2 萬 | 0.3% | +985+40.5% | 加碼 | – |
| Aim ETF Products Trust00888H828 | ALLIANZIM US EQT | 10,516 | $39.4 萬 | 0.3% | −1,976−15.8% | 減碼 | – |
2025 年第 4 季之後清倉（5 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y889 | US EQT ACLRTD 9 | 21,821 | $83.5 萬 | 0.6% | – |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 19,656 | $58.2 萬 | 0.4% | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 4,818 | $32.0 萬 | 0.2% | – |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 6,994 | $22.8 萬 | 0.2% | – |
| JEFJefferies Financial Group Inc. | COM | 3,241 | $20.1 萬 | 0.1% | 歷史 |