Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2021 年第 4 季持倉
持倉截至 2021/12/31，2024/11/15 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 85
- 較 2021 年第 3 季 −7
- 總值
- $1.58 億
- 較 2021 年第 3 季 −$989.1 萬 (−5.9%)
| 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 | 139,892 | $1,459 萬 | 9.2% | −26,337−15.8% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 87,819 | $1,285 萬 | 8.1% | +955+1.1% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 93,515 | $790.7 萬 | 5.0% | −2,682−2.8% | 減碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 58,793 | $738.5 萬 | 4.7% | −1,914−3.2% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 132,305 | $698.4 萬 | 4.4% | −26,214−16.5% | 減碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 52,601 | $669.8 萬 | 4.2% | +4,780+10.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 36,656 | $629.6 萬 | 4.0% | +2,277+6.6% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 32,406 | $589.2 萬 | 3.7% | −316−1.0% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 18,822 | $581.2 萬 | 3.7% | −3,137−14.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,366 | $571.6 萬 | 3.6% | −10,204−41.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 30,939 | $549.4 萬 | 3.5% | −1,694−5.2% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 24,201 | $547.3 萬 | 3.5% | −5,816−19.4% | 減碼 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 72,564 | $541.0 萬 | 3.4% | −6,423−8.1% | 減碼 | – |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 56,258 | $450.1 萬 | 2.8% | −510−0.9% | 減碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 56,164 | $380.2 萬 | 2.4% | −1,839−3.2% | 減碼 | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 22,603 | $376.0 萬 | 2.4% | +5,824+34.7% | 加碼 | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 54,316 | $301.6 萬 | 1.9% | −31,938−37.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,459 | $300.8 萬 | 1.9% | +867+7.5% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 7,169 | $285.1 萬 | 1.8% | −108−1.5% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 48,533 | $224.6 萬 | 1.4% | −6,969−12.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 53,756 | $209.5 萬 | 1.3% | +53,756 | 新進 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 15,103 | $199.4 萬 | 1.3% | −1,309−8.0% | 減碼 | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 32,516 | $191.7 萬 | 1.2% | −31,615−49.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 569 | $189.7 萬 | 1.2% | +136+31.4% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 15,177 | $135.1 萬 | 0.9% | +7,944+109.8% | 加碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 78,534 | $129.9 萬 | 0.8% | −16,776−17.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,440 | $115.9 萬 | 0.7% | −757−23.7% | 減碼 | 歷史 |
| NYCAmerican Strategic Investment Co. | COM | 103,244 | $109.5 萬 | 0.7% | −22,355−17.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,450 | $107.0 萬 | 0.7% | +2,450 | 新進 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,059 | $90.3 萬 | 0.6% | −5,848−59.0% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 11,377 | $86.6 萬 | 0.5% | +11,377 | 新進 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 12,941 | $85.2 萬 | 0.5% | +668+5.4% | 加碼 | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 20,234 | $82.7 萬 | 0.5% | −14,410−41.6% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 4,694 | $82.2 萬 | 0.5% | −4,671−49.9% | 減碼 | – |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 87,982 | $80.3 萬 | 0.5% | −50,976−36.7% | 減碼 | 歷史 |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 6,897 | $77.2 萬 | 0.5% | +6,897 | 新進 | – |
| BXBlackstone Inc. | COM | 5,853 | $75.7 萬 | 0.5% | −1,000−14.6% | 減碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 4,743 | $72.4 萬 | 0.5% | +710+17.6% | 加碼 | – |
| GNLGlobal Net Lease, Inc. | COM NEW | 41,806 | $63.9 萬 | 0.4% | −5,029−10.7% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 11,556 | $63.7 萬 | 0.4% | −800−6.5% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 14,640 | $63.0 萬 | 0.4% | −7,913−35.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 12,739 | $61.0 萬 | 0.4% | −19,839−60.9% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,388 | $59.3 萬 | 0.4% | −3,202−33.4% | 減碼 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $58.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,569 | $58.4 萬 | 0.4% | −313−8.1% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 7,212 | $57.0 萬 | 0.4% | −1,496−17.2% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,345 | $55.8 萬 | 0.4% | −13−1.0% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 15,289 | $51.3 萬 | 0.3% | −26,068−63.0% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,997 | $51.3 萬 | 0.3% | +141+4.9% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 9,813 | $50.8 萬 | 0.3% | +2,716+38.3% | 加碼 | – |
| NEENextera Energy Inc | Stock | 5,200 | $48.5 萬 | 0.3% | −920−15.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,598 | $47.0 萬 | 0.3% | −925−36.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 5,358 | $46.7 萬 | 0.3% | +287+5.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,270 | $42.7 萬 | 0.3% | −951−42.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,231 | $42.5 萬 | 0.3% | −4,149−44.2% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 900 | $42.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 143 | $41.4 萬 | 0.3% | −15−9.5% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,925 | $37.8 萬 | 0.2% | −9,352−76.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 123 | $35.6 萬 | 0.2% | −10−7.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,264 | $34.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,441 | $33.4 萬 | 0.2% | −5,557−34.7% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,596 | $33.3 萬 | 0.2% | +6,596 | 新進 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 5,560 | $31.8 萬 | 0.2% | −3,213−36.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,028 | $31.8 萬 | 0.2% | +798+18.9% | 加碼 | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 5,691 | $30.1 萬 | 0.2% | +5,691 | 新進 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,595 | $29.5 萬 | 0.2% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 1,830 | $28.4 萬 | 0.2% | +29+1.6% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 7,191 | $28.1 萬 | 0.2% | −6,259−46.5% | 減碼 | – |
| ADBEAdobe Inc. | Stock | 480 | $27.2 萬 | 0.2% | +480 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 250 | $26.4 萬 | 0.2% | −550−68.8% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 719 | $26.1 萬 | 0.2% | +719 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 724 | $24.4 萬 | 0.2% | +50+7.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 892 | $23.9 萬 | 0.2% | −256−22.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 4,963 | $23.7 萬 | 0.2% | −8,064−61.9% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 1,681 | $23.7 萬 | 0.1% | +1,681 | 新進 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 1,396 | $23.3 萬 | 0.1% | −275−16.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,839 | $22.7 萬 | 0.1% | −205−2.9% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $22.5 萬 | 0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 710 | $21.1 萬 | 0.1% | +710 | 新進 | 歷史 |
| EMREmerson Electric Co | Stock | 2,266 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 818 | $20.8 萬 | 0.1% | +818 | 新進 | – |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 4,807 | $20.8 萬 | 0.1% | +4,807 | 新進 | – |
| BRSPBrightSpire Capital, Inc. | COM CL A | 16,837 | $17.3 萬 | 0.1% | −3,472−17.1% | 減碼 | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 14,926 | $11.5 萬 | 0.1% | −10,439−41.2% | 減碼 | 歷史 |
2021 年第 3 季之後清倉（19 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 26,861 | $98.5 萬 | 0.6% | – |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 11,844 | $74.1 萬 | 0.4% | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 6,195 | $73.7 萬 | 0.4% | – |
| FVCBFVCBankcorp, Inc. | COM | 27,650 | $55.3 萬 | 0.3% | 歷史 |
| MRNAModerna, Inc. | Stock | 1,425 | $54.8 萬 | 0.3% | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 9,212 | $49.3 萬 | 0.3% | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 9,050 | $37.1 萬 | 0.2% | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 750 | $36.1 萬 | 0.2% | 歷史 |
| DHRDanaher Corp | Stock | 1,165 | $35.5 萬 | 0.2% | 歷史 |
| ARK Next Generation Technology ETF00214Q401 | ETF | 2,501 | $34.7 萬 | 0.2% | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,920 | $30.7 萬 | 0.2% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,000 | $27.3 萬 | 0.2% | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,521 | $24.6 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 3,050 | $23.6 萬 | 0.1% | – |
| VVisa Inc. | Stock | 1,042 | $23.2 萬 | 0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 2,081 | $23.0 萬 | 0.1% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 10,707 | $22.0 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U885 | FT VEST US EQT | 6,495 | $20.0 萬 | 0.1% | – |
| PTNPalatin Technologies Inc | COM PAR $ .01 | 22,500 | $9,965 | <0.1% | 歷史 |