Paladin Wealth, LLC — Q4 2024 13F 持股

Name: Paladin Wealth, LLC — 13F Holdings, Q4 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002040377

申報總市值

US$1.7億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-大型股與成長	8.47%	+0.74%	+37.11%
2	SPDW	Ste Str Spdr Pt Dw EU ETF	ETF-其他	3.18%	-0.06%	+7.37%
3	AMZN	Amazon.com INC	股票-循環性消費	2.92%	-0.17%	+15.27%
4	JSI	Jh Securitized Income ETF	ETF-其他	2.75%	—	+43.05%
5	DMBS	Doubleline Mortgage ETF	ETF-其他	2.71%	-0.13%	+138.35%
6	AAPL	Apple INC	股票-科技	2.67%	-0.06%	+0.04%
7	MSFT	Microsoft CORP	股票-科技	2.62%	—	+15.78%
8	JMBS	Janus Henderson Mortg Backed	ETF-其他	2.62%	-0.12%	-0.50%
9	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資等級公司債	2.54%	-0.78%	EXIT
10	NVDA	Nvidia CORP	股票-科技	2.46%	+0.45%	+11.22%
11	GOOG	Alphabet Inc-cl C	股票-通訊服務	2.07%	-0.01%	+0.87%
12	SPYI	Neos S&p 500 High Income ETF	ETF-大型股與成長	1.98%	+0.04%	+36.84%
13	META	Meta Platforms Inc-class A	股票-通訊服務	1.91%	—	+8.78%
14	XBJL	Inn US Eq Acc 9 Buff July	ETF-其他	1.87%	—	+45.92%
15	OCTW	Alianzim US Eq Bfr20 Oct-usd	ETF-其他	1.83%	—	—
16	HELO	Jpmorgan Hedged Equity ETF	ETF-其他	1.73%	—	-28.49%
17	JAAA	Janus Henderson Aaa Clo ETF	ETF-其他	1.70%	—	+33.44%
18	QUAL	Ishares Msci USA Quality Fac	ETF-其他	1.57%	—	-1.07%
19	FTSM	First Trust Enh Short Mat Fd	ETF-其他	1.24%	—	-13.39%
20	AVGO	Broadcom INC	股票-科技	1.19%	+0.15%	+5.89%
21	PRFD	Pimco Pref And Cap Sec Act	ETF-其他	1.11%	—	+42.47%
22	UNH	Unitedhealth Group INC	股票-醫療保健	1.09%	+0.11%	+5.76%
23	XFIV	Bondbloxx Bbg 5 Yr US Treas	ETF-其他	1.07%	-1.17%	+112.47%
24	GSY	Invesco Ultra Short Duration	ETF-其他	1.07%	—	-18.42%
25	ULST	Ss Ultra Short Tm Bond ETF	ETF-其他	1.06%	—	-18.27%
26	V	Visa Inc-class A Shares	股票-金融	1.05%	—	+39.93%
27	CSHI	Neos Enhanced Income 1-3 Mon	ETF-其他	1.04%	—	+44.09%
28	AVDE	Avantis International Equity	ETF-其他	1.02%	-0.10%	—
29	TJUL	Innovator Equity Defined Pro	ETF-其他	1.02%	—	+11.52%
30	GS	Goldman Sachs Group INC	股票-金融	0.99%	—	+4.22%
31	JPM	Jpmorgan Chase & Co	股票-金融	0.98%	—	+4.54%
32	BBBS	Bblx Bbb 1-5y CORP Bond ETF	ETF-投資等級公司債	0.98%	+0.01%	-0.54%
33	MBS	Angel Oak Mortg-bcked Se ETF	ETF-其他	0.97%	—	+50.11%
34	AVEM	Avantis Emerging Markets Eq	ETF-新興市場	0.96%	-0.04%	+0.74%
35	WMT	Walmart INC	股票-非循環性消費	0.95%	—	-6.29%
36	DCRE	Dbl Comm Real Est Debt	ETF-其他	0.95%	—	+34.95%
37	SMOT	Vaneck Morningstar Smid Moat	ETF-其他	0.91%	—	-20.95%
38	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.91%	—	+6.65%
39	CVX	Chevron CORP	股票-能源	0.89%	—	+10.60%
40	MS	Morgan Stanley	股票-金融	0.88%	+0.04%	-4.49%
41	TGT	Target CORP	股票-循環性消費	0.85%	—	+38.62%
42	PG	Procter & Gamble Co/the	股票-非循環性消費	0.81%	—	+5.28%
43	SPAB	Ss Spdr P Agg Bond ETF	ETF-其他	0.77%	—	+1.11%
44	MDT	Medtronic plc	股票-醫療保健	0.74%	—	+21.86%
45	GLDM	Spdr Gold Minishares Trust	ETF-避險與商品	0.73%	—	-3.47%
46	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	ETF-其他	0.72%	—	—
47	LOW	Lowe's Cos INC	股票-循環性消費	0.69%	—	+0.49%
48	MCD	Mcdonald's CORP	股票-循環性消費	0.69%	—	+3.51%
49	KO	Coca-cola Co/the	股票-非循環性消費	0.68%	—	+17.38%
50	ABT	Abbott Laboratories	股票-醫療保健	0.67%	-0.35%	+5.17%

1–50 of 95

本季持股變動

Paladin Wealth, LLC 於截至 Q4 2024 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	SPYM	Ste Str Spdr Pt S&p 500 ETF	+2.4%	+37.11%	加碼
2	OCTW	Alianzim US Eq Bfr20 Oct-usd	+1.8%	NEW	新建倉
3	DMBS	Doubleline Mortgage ETF	+1.5%	+138.35%	加碼
4	AVDE	Avantis International Equity	+1%	NEW	新建倉
5	JSI	Jh Securitized Income ETF	+0.8%	+43.05%	加碼
6	AMZN	Amazon.com INC	+0.8%	+15.27%	加碼
7	SPTL	Ss Spdr Pf Lng Trm Tsy E-usd	+0.7%	NEW	新建倉
8	BBRE	JPM Betabldrs Msci US Reit	+0.6%	NEW	新建倉
9	JUNW	Alianzim US Eq Bfr20 Jun-usd	+0.6%	NEW	新建倉
10	XBJL	Inn US Eq Acc 9 Buff July	+0.6%	+45.92%	加碼
11	BOXX	Alpha Architect 1-3 Mnth Box	+0.6%	NEW	新建倉
12	XFIV	Bondbloxx Bbg 5 Yr US Treas	+0.5%	+112.47%	加碼
13	AZEK	Azek Co Inc/the	+0.5%	+1537.47%	加碼
14	APH	Amphenol Corp-cl A	+0.5%	NEW	新建倉
15	SPYI	Neos S&p 500 High Income ETF	+0.5%	+36.84%	加碼
16	XBOC	Innovator US Eqy Acc 9 Buff	+0.5%	NEW	新建倉
17	LRCX	Lam Research CORP	+0.5%	NEW	新建倉
18	NVDA	Nvidia CORP	+0.4%	+11.22%	加碼
19	JAAA	Janus Henderson Aaa Clo ETF	+0.4%	+33.44%	加碼
20	V	Visa Inc-class A Shares	+0.4%	+39.93%	加碼
21	BKR	Baker Hughes Co	+0.4%	NEW	新建倉
22	XTEN	Bondbloxx Bbg 10y US Tsy ETF	+0.4%	NEW	新建倉
23	SNPS	Synopsys INC	+0.4%	NEW	新建倉
24	AVGO	Broadcom INC	+0.4%	+5.89%	加碼
25	XSVN	Bondbloxx Bbg 7 Yr US Treas	+0.3%	+134.85%	加碼
26	CSHI	Neos Enhanced Income 1-3 Mon	+0.3%	+44.09%	加碼
27	PRFD	Pimco Pref And Cap Sec Act	+0.3%	+42.47%	加碼
28	MBS	Angel Oak Mortg-bcked Se ETF	+0.3%	+50.11%	加碼
29	MSFT	Microsoft CORP	+0.3%	+15.78%	加碼
30	BALT	Inn Defined Wealth Shield	+0.3%	NEW	新建倉
31	GOOG	Alphabet Inc-cl C	+0.2%	+0.87%	加碼
32	GSY	Invesco Ultra Short Duration	-0.3%	-18.42%	減碼
33	ICVT	Ishares Convertible Bond ETF	-0.3%	EXIT	清倉
34	IJAN	Innovator International Deve	-0.3%	EXIT	清倉
35	SMOT	Vaneck Morningstar Smid Moat	-0.3%	-20.95%	減碼
36	ULST	Ss Ultra Short Tm Bond ETF	-0.3%	-18.27%	減碼
37	IQV	Iqvia Holdings INC	-0.4%	EXIT	清倉
38	MA	Mastercard INC - A	-0.4%	EXIT	清倉
39	LRCXEUR	Lam Research CORP	-0.4%	EXIT	清倉
40	AVY	Avery Dennison CORP	-0.4%	EXIT	清倉
41	LMBS	First Trust Low Duration Opp	-0.7%	EXIT	清倉
42	HELO	Jpmorgan Hedged Equity ETF	-0.7%	-28.49%	減碼
43	IGIB	Ishares 5-10y Inv Grade CORP	-0.7%	-17.39%	減碼
44	GBUYUSD	Goldman Sachs Fut Consumer	-0.7%	-61.76%	減碼
45	SPTI	Ss Spdr P Int Term Tsy ETF	-0.9%	EXIT	清倉
46	PFEB	Innovator U.s. Equity Power	-1.1%	EXIT	清倉
47	IQLT	Ishares Msci International Q	-1.1%	EXIT	清倉
48	JEPI	Jpmorgan Equity Premium Inco	-1.2%	EXIT	清倉
49	TFJL	Innovator 20 Yr Treas Bond 5	-1.5%	EXIT	清倉
50	SIXJ	Allian US Equ 6 Mon Bu10-usd	-2.7%	EXIT	清倉