Paladin Wealth, LLC
- SEC CIK
- 0002040377
- 最新申報
- 2026/7/9
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/9 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 134
- 較 2026 年第 1 季 +9
- 總值
- $1.72 億
- 較 2026 年第 1 季 +$2,656 萬 (+18.3%)
| 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 | 174,264 | $1,531 萬 | 8.9% | +19,031+12.3% | 加碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 125,458 | $615.9 萬 | 3.6% | +16,220+14.8% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 54,834 | $489.1 萬 | 2.8% | +4,475+8.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 22,946 | $459.1 萬 | 2.7% | +4,413+23.8% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 88,556 | $446.2 萬 | 2.6% | +3,768+4.4% | 加碼 | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 91,858 | $413.3 萬 | 2.4% | +10,829+13.4% | 加碼 | – |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 93,151 | $403.2 萬 | 2.3% | +8,312+9.8% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 40,542 | $391.2 萬 | 2.3% | −1,266−3.0% | 減碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 77,742 | $354.3 萬 | 2.1% | +47,231+154.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 12,155 | $351.7 萬 | 2.0% | +71+0.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 14,516 | $346.0 萬 | 2.0% | −689−4.5% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 10,670 | $323.3 萬 | 1.9% | +438+4.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,507 | $300.6 萬 | 1.7% | −401−4.5% | 減碼 | 歷史 |
| iShares U S ETF Tr46431W648 | U.S. TECH INDEPD | 26,617 | $285.7 萬 | 1.7% | +4,615+21.0% | 加碼 | – |
| Bondbloxx ETF Trust09789C820 | BLOOMBERG SEVEN | 60,406 | $285.5 萬 | 1.7% | +22,621+59.9% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,409 | $273.5 萬 | 1.6% | +4,995+24.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,931 | $258.5 萬 | 1.5% | −367−5.0% | 減碼 | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 19,234 | $246.3 萬 | 1.4% | +5,661+41.7% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 48,213 | $243.4 萬 | 1.4% | +153+0.3% | 加碼 | – |
| Bondbloxx ETF Trust09789C754 | BBB RATED 1 5 YE | 46,514 | $237.4 萬 | 1.4% | +7,446+19.1% | 加碼 | – |
| Aim ETF Products Trust00888H554 | ALLIANZIM US EQU | 76,110 | $236.4 萬 | 1.4% | +7,464+10.9% | 加碼 | – |
| Doubleline ETF Trust25861R808 | ASSE BA SECS ETF | 45,274 | $229.4 萬 | 1.3% | +2,569+6.0% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 40,415 | $216.7 萬 | 1.3% | +7,124+21.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,751 | $211.3 萬 | 1.2% | +131+3.6% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,915 | $185.7 萬 | 1.1% | +548+12.5% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C796 | BLOO TWEN US ETF | 49,165 | $184.5 萬 | 1.1% | +49,165 | 新進 | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 31,123 | $165.2 萬 | 1.0% | +4,140+15.3% | 加碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,587 | $160.5 萬 | 0.9% | +2+0.1% | 加碼 | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 20,138 | $159.9 萬 | 0.9% | +121+0.6% | 加碼 | 歷史 |
| LRCXLam Research Corp | Stock | 3,682 | $159.5 萬 | 0.9% | +109+3.1% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,039 | $152.7 萬 | 0.9% | +264+14.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,641 | $151.9 萬 | 0.9% | +293+6.7% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,428 | $151.0 萬 | 0.9% | −10−0.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 24,856 | $148.5 萬 | 0.9% | +2,294+10.2% | 加碼 | – |
| MSMorgan Stanley | Stock | 7,079 | $148.0 萬 | 0.9% | −208−2.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 50,573 | $143.6 萬 | 0.8% | +5,884+13.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N368 | CURRE STRAT ETF | 44,227 | $131.8 萬 | 0.8% | +44,227 | 新進 | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 33,637 | $130.7 萬 | 0.8% | +3,075+10.1% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 38,111 | $127.5 萬 | 0.7% | +38,111 | 新進 | – |
| PIMCO ETF Tr72201R619 | PREFERRED AND CP | 23,119 | $118.7 萬 | 0.7% | +2,218+10.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,820 | $117.2 萬 | 0.7% | −223−7.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,398 | $116.6 萬 | 0.7% | +288+9.3% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,008 | $114.2 萬 | 0.7% | +58+6.1% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 2,661 | $113.4 萬 | 0.7% | +124+4.9% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 6,732 | $111.6 萬 | 0.6% | +124+1.9% | 加碼 | 歷史 |
| Ssga Active Tr78470P622 | SPDR SSGA IG PUB | 42,868 | $107.9 萬 | 0.6% | +10,929+34.2% | 加碼 | – |
| Bondbloxx ETF Trust09789C838 | BLOOMBERG FVE YR | 22,055 | $107.4 萬 | 0.6% | −30,865−58.3% | 減碼 | – |
| Bondbloxx ETF Trust09789C671 | PRIVA CR CLO ETF | 21,352 | $106.5 萬 | 0.6% | −6,775−24.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 9,228 | $104.5 萬 | 0.6% | −482−5.0% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 7,989 | $104.3 萬 | 0.6% | −1,195−13.0% | 減碼 | 歷史 |
| Neos ETF Trust78433H501 | NEOS ENH INC 1-3 | 20,436 | $101.8 萬 | 0.6% | +1,840+9.9% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 19,729 | $100.6 萬 | 0.6% | +4,102+26.2% | 加碼 | – |
| APHAmphenol Corp | CL A | 5,665 | $99.9 萬 | 0.6% | +661+13.2% | 加碼 | 歷史 |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 38,047 | $99.8 萬 | 0.6% | +5,430+16.6% | 加碼 | – |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 19,863 | $99.6 萬 | 0.6% | −278−1.4% | 減碼 | – |
| Angel Oak Funds Trust03463K752 | OAK ULTRASHORT | 19,453 | $99.2 萬 | 0.6% | −231−1.2% | 減碼 | – |
| ProShares Tr74347B508 | DJ BRKFLD GLB | 16,464 | $97.6 萬 | 0.6% | +1,787+12.2% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,828 | $97.2 萬 | 0.6% | +295+8.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,449 | $93.0 萬 | 0.5% | −172−1.5% | 減碼 | 歷史 |
| Cohen & Steers ETF Trust19249U302 | NATURAL RES ACTI | 26,939 | $90.0 萬 | 0.5% | +364+1.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,754 | $87.8 萬 | 0.5% | −370−17.4% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,135 | $86.6 萬 | 0.5% | +1,135 | 新進 | 歷史 |
| MDTMedtronic plc | Stock | 10,485 | $82.0 萬 | 0.5% | +245+2.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 677 | $81.2 萬 | 0.5% | +188+38.4% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 1,125 | $81.0 萬 | 0.5% | −187−14.3% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 14,095 | $80.3 萬 | 0.5% | +261+1.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,465 | $76.4 萬 | 0.4% | −130−3.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,452 | $76.2 萬 | 0.4% | −544−6.8% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 14,583 | $75.5 萬 | 0.4% | +1,602+12.3% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 25,896 | $75.1 萬 | 0.4% | +2,604+11.2% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 1,286 | $74.2 萬 | 0.4% | +205+19.0% | 加碼 | 歷史 |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 6,270 | $73.4 萬 | 0.4% | +1,197+23.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,914 | $72.1 萬 | 0.4% | +419+9.3% | 加碼 | 歷史 |
| LUVSouthwest Airlines Co | COM | 13,876 | $71.4 萬 | 0.4% | +1,920+16.1% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 6,860 | $71.3 萬 | 0.4% | +508+8.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 5,025 | $67.7 萬 | 0.4% | +16+0.3% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,504 | $67.7 萬 | 0.4% | −86−3.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 7,453 | $65.4 萬 | 0.4% | +1,243+20.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,581 | $65.3 萬 | 0.4% | +2,111+47.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 2,320 | $64.6 萬 | 0.4% | −388−14.3% | 減碼 | 歷史 |
| Amplify Blockchain Technology ETF032108607 | ETF | 10,154 | $63.6 萬 | 0.4% | +1,683+19.9% | 加碼 | – |
| DXCMDexcom Inc | COM | 9,338 | $62.9 萬 | 0.4% | +1,386+17.4% | 加碼 | 歷史 |
| Tidal Trust III45259A845 | VIST ARTI IN ETF | 7,212 | $61.5 萬 | 0.4% | +7,212 | 新進 | – |
| EQIXEquinix Inc | COM | 573 | $59.7 萬 | 0.3% | −18−3.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 630 | $58.9 萬 | 0.3% | +43+7.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,603 | $57.3 萬 | 0.3% | +544+51.4% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 3,407 | $56.8 萬 | 0.3% | −331−8.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 767 | $56.5 萬 | 0.3% | +180+30.7% | 加碼 | – |
| BSXBoston Scientific Corp | Stock | 13,099 | $55.9 萬 | 0.3% | +6,912+111.7% | 加碼 | 歷史 |
| EXRExtra Space Storage Inc. | COM | 3,829 | $55.6 萬 | 0.3% | −401−9.5% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 3,236 | $55.0 萬 | 0.3% | +581+21.9% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 12,309 | $53.2 萬 | 0.3% | +1,980+19.2% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 3,479 | $52.7 萬 | 0.3% | +175+5.3% | 加碼 | 歷史 |
| Tidal Trust II88636J600 | ROUNDHILL GENER | 5,164 | $51.0 萬 | 0.3% | −624−10.8% | 減碼 | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 19,733 | $50.4 萬 | 0.3% | −7,006−26.2% | 減碼 | – |
| Defiance Quantum ETF26922A420 | ETF | 3,034 | $50.2 萬 | 0.3% | −140−4.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F540 | SKYB CRY IND ETF | 44,064 | $50.1 萬 | 0.3% | +5,321+13.7% | 加碼 | – |
| BKRBaker Hughes Co | CL A | 8,932 | $49.6 萬 | 0.3% | −1,568−14.9% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 7,281 | $49.2 萬 | 0.3% | +2,092+40.3% | 加碼 | – |
| Innovator ETFs Tr45782C862 | LOUP FRONTIER | 4,946 | $48.7 萬 | 0.3% | +296+6.4% | 加碼 | – |
2026 年第 1 季之後清倉（12 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Bondbloxx ETF Trust09789C846 | BLOOMBERG THREE | 32,421 | $160.5 萬 | 1.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 21,377 | $113.8 萬 | 0.8% | – |
| BTCOInvesco Galaxy Bitcoin ETF | COM SHS BEN INT | 16,537 | $111.6 萬 | 0.8% | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 13,985 | $73.5 萬 | 0.5% | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,074 | $48.0 萬 | 0.3% | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 3,418 | $41.2 萬 | 0.3% | – |
| PODDInsulet Corp | Stock | 1,861 | $39.1 萬 | 0.3% | 歷史 |
| Innovator ETFs Trust45784N510 | EQUITY DUAL DIRT | 14,491 | $30.0 萬 | 0.2% | – |
| Innovator ETFs Trust45783Y129 | GROW 100 PWR AUG | 9,606 | $27.8 萬 | 0.2% | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 3,143 | $25.3 萬 | 0.2% | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,265 | $21.5 萬 | 0.1% | 歷史 |
| Aim ETF Products Trust00888H307 | ALLIANZIM US EQ | 4,558 | $20.0 萬 | 0.1% | – |