Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2021 年第 2 季持倉
持倉截至 2021/6/30，2024/11/15 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 102
- 較 2021 年第 1 季 +19
- 總值
- $1.81 億
- 較 2021 年第 1 季 +$1,728 萬 (+10.6%)
| 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 | 169,223 | $1,793 萬 | 9.9% | −1,688−1.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,750 | $841.8 萬 | 4.7% | −1,019−4.1% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 30,302 | $742.0 萬 | 4.1% | −8,286−21.5% | 減碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 61,650 | $737.1 萬 | 4.1% | −104−0.2% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 96,202 | $726.8 萬 | 4.0% | +8,989+10.3% | 加碼 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 95,786 | $701.9 萬 | 3.9% | −319−0.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 142,644 | $667.0 萬 | 3.7% | −2,942−2.0% | 減碼 | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 103,094 | $617.0 萬 | 3.4% | +51,972+101.7% | 加碼依 2 比 1 拆股換算 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 34,650 | $600.9 萬 | 3.3% | −811−2.3% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 46,268 | $552.2 萬 | 3.1% | +16,673+56.3% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 18,995 | $498.1 萬 | 2.8% | −456−2.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 83,417 | $479.6 萬 | 2.7% | +83,417 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 30,591 | $473.5 萬 | 2.6% | +1,268+4.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 33,511 | $459.0 萬 | 2.5% | −1,289−3.7% | 減碼 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 60,946 | $439.2 萬 | 2.4% | +60,946 | 新進 | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 65,076 | $435.0 萬 | 2.4% | +14,758+29.3% | 加碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 64,348 | $397.6 萬 | 2.2% | +60,036+1,392.3% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 16,181 | $371.1 萬 | 2.1% | +14,633+945.3% | 加碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 36,161 | $348.2 萬 | 1.9% | +36,161 | 新進 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 26,484 | $324.4 萬 | 1.8% | −1,948−6.9% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 67,418 | $294.4 萬 | 1.6% | +23,575+53.8% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 7,347 | $286.6 萬 | 1.6% | −12,850−63.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,840 | $241.5 萬 | 1.3% | +1,392+14.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 18,217 | $226.2 萬 | 1.3% | −1,835−9.2% | 減碼 | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 37,000 | $200.2 萬 | 1.1% | −79,794−68.3% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 95,665 | $189.3 萬 | 1.0% | −37,819−28.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 32,550 | $175.3 萬 | 1.0% | +32,550 | 新進 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 21,424 | $153.8 萬 | 0.9% | −27,836−56.5% | 減碼依 2 比 1 拆股換算 | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 43,557 | $149.9 萬 | 0.8% | −81,128−65.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 30,799 | $147.9 萬 | 0.8% | +14,351+87.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 415 | $142.8 萬 | 0.8% | −149−26.4% | 減碼 | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 20,334 | $140.7 萬 | 0.8% | −34,779−63.1% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 10,932 | $139.9 萬 | 0.8% | +6,595+152.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,097 | $132.6 萬 | 0.7% | +675+27.9% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 8,015 | $127.5 萬 | 0.7% | −551−6.4% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 30,539 | $125.2 萬 | 0.7% | +30,539 | 新進 | – |
| NYCAmerican Strategic Investment Co. | COM | 94,632 | $124.0 萬 | 0.7% | −2,635−2.7% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 33,150 | $121.6 萬 | 0.7% | +33,150 | 新進 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 12,567 | $119.5 萬 | 0.7% | −5,291−29.6% | 減碼 | – |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 138,958 | $117.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 28,882 | $105.0 萬 | 0.6% | +625+2.2% | 加碼 | – |
| GNLGlobal Net Lease, Inc. | COM NEW | 51,800 | $95.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 23,752 | $94.5 萬 | 0.5% | +23,752 | 新進 | – |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 9,270 | $86.4 萬 | 0.5% | +5,970+180.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,342 | $85.5 萬 | 0.5% | +3,022+41.3% | 加碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 17,335 | $84.1 萬 | 0.5% | −933−5.1% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,150 | $78.2 萬 | 0.4% | −100−8.0% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 12,356 | $67.1 萬 | 0.4% | −350−2.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 8,852 | $66.9 萬 | 0.4% | −379−4.1% | 減碼 | – |
| BXBlackstone Inc. | COM | 6,867 | $66.7 萬 | 0.4% | −12−0.2% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 1,813 | $65.5 萬 | 0.4% | +1,813 | 新進 | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 5,545 | $64.9 萬 | 0.4% | +5,545 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 2,221 | $60.2 萬 | 0.3% | +43+2.0% | 加碼 | 歷史 |
| Direxion Shares ETF Trust25460G609 | DAI ENE BUL ETF | 19,096 | $53.9 萬 | 0.3% | +19,096 | 新進 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 9,633 | $51.4 萬 | 0.3% | +9,633 | 新進 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 9,212 | $49.4 萬 | 0.3% | +9,212 | 新進 | – |
| ARK Innovation ETF00214Q104 | ETF | 3,756 | $49.1 萬 | 0.3% | −68,226−94.8% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 3,587 | $48.4 萬 | 0.3% | −330−8.4% | 減碼 | 歷史 |
| FVCBFVCBankcorp, Inc. | COM | 27,650 | $47.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,841 | $46.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 6,120 | $44.8 萬 | 0.2% | −48−0.8% | 減碼 | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,886 | $44.5 萬 | 0.2% | −21,917−88.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,358 | $43.3 萬 | 0.2% | +222+19.5% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 872 | $42.8 萬 | 0.2% | +432+98.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,246 | $40.8 萬 | 0.2% | +490+10.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 158 | $39.6 萬 | 0.2% | +9+6.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 900 | $36.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 149 | $36.4 萬 | 0.2% | +41+38.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 434 | $34.7 萬 | 0.2% | −391−47.4% | 減碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 3,618 | $33.5 萬 | 0.2% | −21,984−85.9% | 減碼 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 16,041 | $32.1 萬 | 0.2% | −7,536−32.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 1,165 | $31.3 萬 | 0.2% | +124+11.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 3,920 | $31.1 萬 | 0.2% | +1,000+34.2% | 加碼 | – |
| DISWalt Disney Co | Stock | 1,720 | $30.2 萬 | 0.2% | +622+56.6% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 5,930 | $30.1 萬 | 0.2% | +1,500+33.9% | 加碼 | – |
| ProShares Tr74347X799 | ULTR RUSSL2000 | 2,515 | $29.3 萬 | 0.2% | −158−5.9% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 1,264 | $29.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X823 | ULTRPRO DOW30 | 3,694 | $27.0 萬 | 0.1% | +3,694 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,595 | $27.0 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,148 | $26.5 萬 | 0.1% | +100+9.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 1,699 | $26.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,103 | $26.2 萬 | 0.1% | +1,103 | 新進 | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 2,925 | $25.2 萬 | 0.1% | −15,560−84.2% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 1,521 | $24.9 萬 | 0.1% | −225−12.9% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,067 | $24.6 萬 | 0.1% | +4,067 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 674 | $23.4 萬 | 0.1% | +674 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 7,284 | $23.1 萬 | 0.1% | +7,284 | 新進 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $22.6 萬 | 0.1% | −137−4.1% | 減碼 | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 1,653 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 1,122 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 800 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 10,707 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 2,266 | $21.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 926 | $21.7 萬 | 0.1% | +926 | 新進 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 981 | $21.5 萬 | 0.1% | +981 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $21.4 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 6,913 | $21.3 萬 | 0.1% | +6,913 | 新進 | – |
| IVTInvenTrust Properties Corp. | COM NEW | 68,704 | $19.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 25,365 | $19.4 萬 | 0.1% | −1,637−6.1% | 減碼 | 歷史 |
| BRSPBrightSpire Capital, Inc. | COM CL A | 20,309 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（2 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347X864 | ULTRPRO S&P500 | 3,160 | $28.5 萬 | 0.2% | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,770 | $28.2 萬 | 0.2% | – |