Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2022 年第 2 季持倉
持倉截至 2022/6/30，2024/11/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 68
- 較 2022 年第 1 季 −14
- 總值
- $1.05 億
- 較 2022 年第 1 季 −$3,802 萬 (−26.6%)
| 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 | 189,718 | $851.8 萬 | 8.1% | −2,779−1.4% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 126,814 | $835.7 萬 | 7.9% | −7,383−5.5% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 188,425 | $771.0 萬 | 7.3% | −2,322−1.2% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 85,015 | $594.5 萬 | 5.7% | −6,066−6.7% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 135,590 | $545.6 萬 | 5.2% | −1,815−1.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 36,351 | $521.5 萬 | 5.0% | −1,608−4.2% | 減碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 53,486 | $489.6 萬 | 4.7% | −5,033−8.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 33,062 | $452.0 萬 | 4.3% | +168+0.5% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 21,951 | $447.2 萬 | 4.3% | −409−1.8% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 28,025 | $382.2 萬 | 3.6% | −2,972−9.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,994 | $336.2 萬 | 3.2% | −508−4.1% | 減碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 115,979 | $331.6 萬 | 3.2% | −2,150−1.8% | 減碼 | – |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 52,950 | $299.8 萬 | 2.9% | −3,086−5.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,983 | $282.6 萬 | 2.7% | +945+6.7% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 21,543 | $273.7 萬 | 2.6% | −2,122−9.0% | 減碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 54,072 | $233.3 萬 | 2.2% | −2,961−5.2% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 29,144 | $185.7 萬 | 1.8% | +5,009+20.8% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 47,282 | $183.7 萬 | 1.7% | −1,974−4.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 51,077 | $173.7 萬 | 1.7% | −145−0.3% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 5,338 | $143.9 萬 | 1.4% | −599−10.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 12,027 | $127.7 萬 | 1.2% | +1,767+17.2% | 加碼依 20 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,985 | $112.8 萬 | 1.1% | −3,118−20.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,618 | $98.8 萬 | 0.9% | +418+19.0% | 加碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 74,590 | $93.3 萬 | 0.9% | +2,240+3.1% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,455 | $85.2 萬 | 0.8% | −18−0.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 14,862 | $82.4 萬 | 0.8% | +7,216+94.4% | 加碼 | – |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 9,138 | $79.7 萬 | 0.8% | +1,100+13.7% | 加碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 16,907 | $70.0 萬 | 0.7% | −174−1.0% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 13,366 | $67.4 萬 | 0.6% | +100+0.8% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,500 | $59.3 萬 | 0.6% | −245−6.5% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 17,125 | $57.5 萬 | 0.5% | +6,317+58.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,197 | $56.7 萬 | 0.5% | +200+6.7% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 13,019 | $54.7 萬 | 0.5% | −1,005−7.2% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 4,735 | $54.2 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 13,592 | $52.8 萬 | 0.5% | −694−4.9% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 11,893 | $52.4 萬 | 0.5% | +225+1.9% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 3,569 | $51.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 4,853 | $44.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,264 | $41.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 5,200 | $40.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,138 | $39.2 萬 | 0.4% | −697−11.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 10,441 | $38.8 萬 | 0.4% | −1,115−9.6% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 6,402 | $37.5 萬 | 0.4% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 5,358 | $37.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,348 | $37.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,361 | $35.0 萬 | 0.3% | +91+7.2% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,477 | $33.4 萬 | 0.3% | +2,287+44.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,078 | $32.6 萬 | 0.3% | −1,371−25.2% | 減碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 9,750 | $32.6 萬 | 0.3% | −17,067−63.6% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,479 | $32.5 萬 | 0.3% | −1,561−19.4% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 143 | $31.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,040 | $30.9 萬 | 0.3% | +712+53.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 900 | $30.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 5,206 | $29.4 萬 | 0.3% | −222−4.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 8,823 | $28.6 萬 | 0.3% | +8,823 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 128 | $27.9 萬 | 0.3% | +8+6.7% | 加碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 7,895 | $27.5 萬 | 0.3% | −6,356−44.6% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 5,560 | $27.3 萬 | 0.3% | 00.0% | 不變 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $25.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 675 | $24.7 萬 | 0.2% | +192+39.8% | 加碼 | 歷史 |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 6,797 | $23.4 萬 | 0.2% | +6,797 | 新進 | – |
| MCDMcDonalds Corp | Stock | 892 | $22.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $21.4 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,839 | $20.6 萬 | 0.2% | 00.0% | 不變 | – |
| WECWec Energy Group, Inc. | Stock | 2,042 | $20.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 15,113 | $20.4 萬 | 0.2% | +15,113 | 新進 | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,383 | $18.2 萬 | 0.2% | −25−0.2% | 減碼 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 12,984 | $12.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（17 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NYCAmerican Strategic Investment Co. | COM | 72,626 | $95.9 萬 | 0.7% | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 8,777 | $53.9 萬 | 0.4% | – |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 57,207 | $45.3 萬 | 0.3% | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 7,672 | $44.6 萬 | 0.3% | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 10,076 | $29.3 萬 | 0.2% | – |
| GNLGlobal Net Lease, Inc. | COM NEW | 18,198 | $28.6 萬 | 0.2% | 歷史 |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 6,928 | $27.7 萬 | 0.2% | – |
| DISWalt Disney Co | Stock | 1,873 | $25.7 萬 | 0.2% | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 714 | $24.8 萬 | 0.2% | 歷史 |
| EMREmerson Electric Co | Stock | 2,266 | $22.2 萬 | 0.2% | 歷史 |
| IVTInvenTrust Properties Corp. | COM NEW | 6,872 | $21.2 萬 | 0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $20.4 萬 | 0.1% | – |
| NSCNorfolk Southern Corp | Stock | 710 | $20.3 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 4,410 | $20.2 萬 | 0.1% | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 10,325 | $19.6 萬 | 0.1% | – |
| BRSPBrightSpire Capital, Inc. | COM CL A | 16,837 | $15.6 萬 | 0.1% | 歷史 |
| FSCOFS Credit Opportunities Corp. | COMMON STOCK | 10,855 | $8.07 萬 | 0.1% | 歷史 |