Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2024/11/15 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 67
- 較 2022 年第 2 季 −1
- 總值
- $9,881 萬
- 較 2022 年第 2 季 −$634.1 萬 (−6.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 195,195 | $758.9 萬 | 7.7% | +6,770+3.6% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 125,500 | $758.1 萬 | 7.7% | −1,314−1.0% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 189,856 | $754.1 萬 | 7.6% | +138+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 82,461 | $547.7 萬 | 5.5% | −2,554−3.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 135,556 | $522.0 萬 | 5.3% | −340.0% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,033 | $500.5 萬 | 5.1% | +682+1.9% | 加碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 52,908 | $474.1 萬 | 4.8% | −578−1.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 32,972 | $455.7 萬 | 4.6% | −90−0.3% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 21,953 | $406.4 萬 | 4.1% | +20.0% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 27,378 | $359.1 萬 | 3.6% | −647−2.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,923 | $318.7 萬 | 3.2% | −71−0.6% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,269 | $274.0 萬 | 2.8% | +286+1.9% | 加碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 115,707 | $274.0 萬 | 2.8% | −272−0.2% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 20,966 | $264.6 萬 | 2.7% | −577−2.7% | 減碼 | – |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 51,701 | $252.4 萬 | 2.6% | −1,249−2.4% | 減碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 53,981 | $205.0 萬 | 2.1% | −91−0.2% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 33,104 | $198.6 萬 | 2.0% | +3,960+13.6% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 47,133 | $173.5 萬 | 1.8% | −149−0.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 51,077 | $168.3 萬 | 1.7% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 5,303 | $132.6 萬 | 1.3% | −35−0.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,487 | $124.5 萬 | 1.3% | +869+33.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 21,867 | $112.0 萬 | 1.1% | +7,005+47.1% | 加碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,985 | $103.9 萬 | 1.1% | 00.0% | 不變 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 78,020 | $91.7 萬 | 0.9% | +3,430+4.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,441 | $80.1 萬 | 0.8% | −14−0.6% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,006 | $79.2 萬 | 0.8% | −5,021−41.7% | 減碼 | 歷史 |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 9,555 | $73.7 萬 | 0.7% | +417+4.6% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 21,100 | $67.5 萬 | 0.7% | +3,975+23.2% | 加碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 17,206 | $63.1 萬 | 0.6% | +299+1.8% | 加碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 13,366 | $63.1 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,499 | $57.7 萬 | 0.6% | −10.0% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 12,450 | $54.9 萬 | 0.6% | +557+4.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 3,197 | $52.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 12,639 | $50.2 萬 | 0.5% | −380−2.9% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 4,735 | $49.7 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 13,455 | $48.2 萬 | 0.5% | −137−1.0% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,948 | $46.4 萬 | 0.5% | +3,471+46.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,062 | $45.0 萬 | 0.5% | +924+18.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,863 | $43.4 萬 | 0.4% | +502+36.9% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,363 | $42.5 萬 | 0.4% | −206−5.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,498 | $41.3 萬 | 0.4% | +150+11.1% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,200 | $40.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 4,853 | $40.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 11,473 | $37.3 萬 | 0.4% | +2,650+30.0% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 6,402 | $36.7 萬 | 0.4% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,728 | $35.8 萬 | 0.4% | +650+15.9% | 加碼 | – |
| ORCLOracle Corp | Stock | 5,858 | $35.8 萬 | 0.4% | +500+9.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 10,441 | $35.1 萬 | 0.4% | 00.0% | 不變 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $33.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 11,278 | $32.0 萬 | 0.3% | +3,383+42.8% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 954 | $30.8 萬 | 0.3% | −310−24.5% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,999 | $30.1 萬 | 0.3% | −480−7.4% | 減碼 | – |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $28.4 萬 | 0.3% | +92,008 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 900 | $27.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,815 | $27.1 萬 | 0.3% | −45−1.6% | 減碼依 20 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 5,206 | $27.0 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 2,772 | $26.5 萬 | 0.3% | +212+8.3% | 加碼依 20 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 5,193 | $23.7 萬 | 0.2% | −367−6.6% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 992 | $22.9 萬 | 0.2% | +100+11.2% | 加碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,961 | $22.3 萬 | 0.2% | −1,789−18.3% | 減碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $20.4 萬 | 0.2% | 00.0% | 不變 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,531 | $20.2 萬 | 0.2% | +2,531 | 新進 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,347 | $17.4 萬 | 0.2% | −36−0.3% | 減碼 | 歷史 |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 14,338 | $15.4 萬 | 0.2% | −775−5.1% | 減碼 | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 12,373 | $14.2 萬 | 0.1% | +12,373 | 新進 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 12,984 | $11.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BlackRock Corpor Hi Yld FD I09255L114 | RIGHT 10/13/2022 | 12,984 | $26 | <0.1% | +12,984 | 新進 | – |
2022 年第 2 季之後清倉（5 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 2,040 | $30.9 萬 | 0.3% | 歷史 |
| ADBEAdobe Inc. | Stock | 675 | $24.7 萬 | 0.2% | 歷史 |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 6,797 | $23.4 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,839 | $20.6 萬 | 0.2% | – |
| WECWec Energy Group, Inc. | Stock | 2,042 | $20.6 萬 | 0.2% | 歷史 |