Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2022 年第 1 季持倉
持倉截至 2022/3/31，2024/11/15 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 82
- 較 2021 年第 4 季 −3
- 總值
- $1.43 億
- 較 2021 年第 4 季 −$1,512 萬 (−9.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 192,497 | $1,263 萬 | 8.8% | +16,859+9.6% | 加碼依 2 比 1 拆股換算 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 134,197 | $1,215 萬 | 8.5% | −5,695−4.1% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 190,747 | $934.7 萬 | 6.5% | +180,934+1,843.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 137,405 | $729.8 萬 | 5.1% | +5,100+3.9% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 91,081 | $712.3 萬 | 5.0% | −2,434−2.6% | 減碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 58,519 | $656.7 萬 | 4.6% | −274−0.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,959 | $615.5 萬 | 4.3% | +1,303+3.6% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 22,360 | $603.3 萬 | 4.2% | +3,538+18.8% | 加碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 118,129 | $591.0 萬 | 4.1% | +12,927+12.3% | 加碼依 2 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 32,894 | $574.4 萬 | 4.0% | +1,955+6.3% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 30,997 | $521.6 萬 | 3.6% | −1,409−4.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,502 | $453.3 萬 | 3.2% | −1,864−13.0% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 23,665 | $444.6 萬 | 3.1% | −536−2.2% | 減碼 | – |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 56,036 | $407.0 萬 | 2.8% | −222−0.4% | 減碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 57,033 | $360.0 萬 | 2.5% | +869+1.5% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,038 | $319.6 萬 | 2.2% | +1,579+12.7% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 49,256 | $226.1 萬 | 1.6% | +723+1.5% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 5,937 | $204.8 萬 | 1.4% | −1,232−17.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 51,222 | $194.0 萬 | 1.4% | −2,534−4.7% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 24,135 | $180.3 萬 | 1.3% | +12,758+112.1% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 15,103 | $175.4 萬 | 1.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 513 | $167.2 萬 | 1.2% | −56−9.8% | 減碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 17,081 | $122.8 萬 | 0.9% | +1,904+12.5% | 加碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 72,350 | $111.1 萬 | 0.8% | −6,184−7.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,473 | $102.7 萬 | 0.7% | +23+0.9% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,200 | $99.4 萬 | 0.7% | −240−9.8% | 減碼 | 歷史 |
| NYCAmerican Strategic Investment Co. | COM | 72,626 | $95.9 萬 | 0.7% | −30,618−29.7% | 減碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 26,817 | $92.2 萬 | 0.6% | +26,817 | 新進 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 14,251 | $90.7 萬 | 0.6% | +4,765+50.2% | 加碼依 2 比 1 拆股換算 | – |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 8,038 | $82.3 萬 | 0.6% | +1,141+16.5% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 13,266 | $80.9 萬 | 0.6% | +325+2.5% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,745 | $76.9 萬 | 0.5% | −314−7.7% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 4,735 | $72.2 萬 | 0.5% | +41+0.9% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 14,024 | $70.0 萬 | 0.5% | +14,024 | 新進 | – |
| BXBlackstone Inc. | COM | 4,853 | $61.6 萬 | 0.4% | −1,000−17.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 14,286 | $60.4 萬 | 0.4% | −354−2.4% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 11,668 | $54.9 萬 | 0.4% | −1,071−8.4% | 減碼 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 11,556 | $54.6 萬 | 0.4% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 3,569 | $54.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 8,777 | $53.9 萬 | 0.4% | +8,777 | 新進 | – |
| JNJJohnson & Johnson | Stock | 2,997 | $53.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 6,402 | $48.6 萬 | 0.3% | −810−11.2% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 7,646 | $46.9 萬 | 0.3% | +2,618+52.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,449 | $46.9 萬 | 0.3% | −939−14.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,835 | $45.6 萬 | 0.3% | +604+11.5% | 加碼 | – |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 57,207 | $45.3 萬 | 0.3% | −30,775−35.0% | 減碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 7,672 | $44.6 萬 | 0.3% | −37,534−83.0% | 減碼依 2 比 1 拆股換算 | – |
| ORCLOracle Corp | Stock | 5,358 | $44.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 5,200 | $44.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 10,808 | $40.5 萬 | 0.3% | +10,808 | 新進 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 8,040 | $40.4 萬 | 0.3% | +1,444+21.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,348 | $40.3 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 143 | $39.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,270 | $39.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 5,428 | $38.9 萬 | 0.3% | +5,428 | 新進 | – |
| SPGIS&P Global Inc. | Stock | 900 | $36.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,328 | $36.2 萬 | 0.3% | −270−16.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,264 | $36.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 20,000 | $35.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 120 | $33.4 萬 | 0.2% | −3−2.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 5,560 | $30.5 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 10,076 | $29.3 萬 | 0.2% | −5,213−34.1% | 減碼 | – |
| GNLGlobal Net Lease, Inc. | COM NEW | 18,198 | $28.6 萬 | 0.2% | −23,608−56.5% | 減碼 | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,408 | $28.2 萬 | 0.2% | −33−0.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,190 | $27.9 萬 | 0.2% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 6,928 | $27.7 萬 | 0.2% | +1,237+21.7% | 加碼 | – |
| DISWalt Disney Co | Stock | 1,873 | $25.7 萬 | 0.2% | +43+2.3% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 714 | $24.8 萬 | 0.2% | −5−0.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,839 | $23.2 萬 | 0.2% | 00.0% | 不變 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $22.9 萬 | 0.2% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 2,266 | $22.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 892 | $22.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 483 | $22.0 萬 | 0.2% | +3+0.6% | 加碼 | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 6,872 | $21.2 萬 | 0.1% | +6,872 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $20.4 萬 | 0.1% | 00.0% | 不變 | – |
| WECWec Energy Group, Inc. | Stock | 2,042 | $20.4 萬 | 0.1% | +2,042 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 710 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 4,410 | $20.2 萬 | 0.1% | −553−11.1% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 10,325 | $19.6 萬 | 0.1% | +10,325 | 新進 | – |
| BRSPBrightSpire Capital, Inc. | COM CL A | 16,837 | $15.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 12,984 | $14.0 萬 | 0.1% | +12,984 | 新進 | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 10,855 | $8.07 萬 | 0.1% | −4,071−27.3% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（12 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 72,564 | $541.0 萬 | 3.4% | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 54,316 | $301.6 萬 | 1.9% | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 32,516 | $191.7 萬 | 1.2% | – |
| ARK Blockchain & Fintech Innovation ETF00214Q708 | ETF | 20,234 | $82.7 萬 | 0.5% | – |
| iShares Tips Bond ETF464287176 | ETF | 2,925 | $37.8 萬 | 0.2% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 7,191 | $28.1 萬 | 0.2% | – |
| TSLATesla, Inc. | Stock | 250 | $26.4 萬 | 0.2% | 歷史 |
| METAMeta Platforms, Inc. | Stock | 724 | $24.4 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 1,681 | $23.7 萬 | 0.1% | 歷史 |
| NKENIKE, Inc. | Stock | 1,396 | $23.3 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 818 | $20.8 萬 | 0.1% | – |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 4,807 | $20.8 萬 | 0.1% | – |