Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2024/11/15 申報。只含多頭部位。
- 持股檔數
- 83
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.63 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Trust Cloud Computing ETF33734X192 | ETF | 170,911 | $1,637 萬 | 10.0% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 71,982 | $863.4 萬 | 5.3% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 38,588 | $841.5 萬 | 5.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 24,769 | $790.5 萬 | 4.8% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 20,197 | $689.6 萬 | 4.2% | – | – | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 96,105 | $669.6 萬 | 4.1% | – | – | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 61,754 | $668.9 萬 | 4.1% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 87,213 | $617.6 萬 | 3.8% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 145,586 | $608.8 萬 | 3.7% | – | – | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 116,794 | $596.8 萬 | 3.7% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 35,461 | $570.4 萬 | 3.5% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 19,451 | $473.7 萬 | 2.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 29,323 | $431.3 萬 | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 34,800 | $425.1 萬 | 2.6% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 124,685 | $397.0 萬 | 2.4% | – | – | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 55,113 | $378.1 萬 | 2.3% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 24,803 | $365.7 萬 | 2.2% | – | – | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 50,318 | $340.7 萬 | 2.1% | – | – | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 29,595 | $302.8 萬 | 1.9% | – | – | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 24,630 | $288.6 萬 | 1.8% | – | – | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 25,561 | $285.7 萬 | 1.7% | – | – | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 28,432 | $259.5 萬 | 1.6% | – | – | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 133,484 | $243.9 萬 | 1.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 20,052 | $227.9 萬 | 1.4% | – | – | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 25,602 | $227.2 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,448 | $195.3 萬 | 1.2% | – | – | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 43,843 | $182.4 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 564 | $174.5 萬 | 1.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 17,858 | $166.1 萬 | 1.0% | – | – | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 18,485 | $155.2 萬 | 0.9% | – | – | – |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 138,958 | $136.5 萬 | 0.8% | – | – | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 8,566 | $123.5 萬 | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 28,257 | $97.4 萬 | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,422 | $96.0 萬 | 0.6% | – | – | 歷史 |
| GNLGlobal Net Lease, Inc. | COM NEW | 51,800 | $93.6 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 18,268 | $88.9 萬 | 0.5% | – | – | – |
| NYCAmerican Strategic Investment Co. | COM | 97,267 | $83.6 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,250 | $83.5 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 16,448 | $78.8 萬 | 0.5% | – | – | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 12,706 | $66.2 萬 | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 9,231 | $64.2 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 7,320 | $60.4 萬 | 0.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,337 | $54.4 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,917 | $53.0 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,178 | $51.4 萬 | 0.3% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 6,879 | $51.3 萬 | 0.3% | – | – | 歷史 |
| FVCBFVCBankcorp, Inc. | COM | 27,650 | $47.9 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,841 | $46.7 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 6,168 | $46.6 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 825 | $44.0 萬 | 0.3% | – | – | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 23,577 | $39.7 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,136 | $34.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,548 | $34.2 萬 | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 4,756 | $33.4 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 3,300 | $32.5 萬 | 0.2% | – | – | – |
| SPGIS&P Global Inc. | Stock | 900 | $31.8 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 149 | $30.8 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 3,160 | $28.5 萬 | 0.2% | – | – | – |
| ProShares Tr74347X799 | ULTR RUSSL2000 | 2,673 | $28.5 萬 | 0.2% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,770 | $28.2 萬 | 0.2% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,746 | $26.3 萬 | 0.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,595 | $24.9 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,264 | $23.6 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,048 | $23.5 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 1,041 | $23.4 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,304 | $23.0 萬 | 0.1% | – | – | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 4,312 | $22.8 萬 | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 1,699 | $22.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,430 | $22.5 萬 | 0.1% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 1,653 | $22.4 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 108 | $22.3 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 1,122 | $21.6 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,920 | $21.6 萬 | 0.1% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 10,707 | $21.6 萬 | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 440 | $20.9 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $20.7 萬 | 0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 2,266 | $20.4 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 800 | $20.4 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,098 | $20.3 萬 | 0.1% | – | – | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 27,002 | $20.2 萬 | 0.1% | – | – | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 68,704 | $19.9 萬 | 0.1% | – | – | 歷史 |
| BRSPBrightSpire Capital, Inc. | COM CL A | 20,309 | $17.3 萬 | 0.1% | – | – | 歷史 |
| PTNPalatin Technologies Inc | COM PAR $ .01 | 22,500 | $1.55 萬 | <0.1% | – | – | 歷史 |