Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2024/11/15 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 68
- 較 2022 年第 3 季 +1
- 總值
- $9,846 萬
- 較 2022 年第 3 季 −$35.7 萬 (−0.4%)
| 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 | 185,429 | $814.4 萬 | 8.3% | −9,766−5.0% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 181,776 | $808.0 萬 | 8.2% | −8,080−4.3% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 81,094 | $607.8 萬 | 6.2% | −1,367−1.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,241 | $565.5 萬 | 5.7% | +208+0.6% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 133,472 | $516.7 萬 | 5.2% | −2,084−1.5% | 減碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 50,550 | $479.3 萬 | 4.9% | −2,358−4.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 32,441 | $421.5 萬 | 4.3% | −531−1.6% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 19,863 | $403.1 萬 | 4.1% | −2,090−9.5% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 27,375 | $399.5 萬 | 4.1% | −30.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,664 | $310.6 萬 | 3.2% | −259−2.2% | 減碼 | – |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 48,098 | $307.3 萬 | 3.1% | −3,603−7.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,281 | $273.0 萬 | 2.8% | −988−6.5% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 74,014 | $265.4 萬 | 2.7% | +52,914+250.8% | 加碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 109,212 | $251.3 萬 | 2.6% | −6,495−5.6% | 減碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 52,581 | $239.8 萬 | 2.4% | −1,400−2.6% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 18,766 | $231.1 萬 | 2.3% | −2,200−10.5% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 33,657 | $218.5 萬 | 2.2% | +553+1.7% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 45,843 | $187.8 萬 | 1.9% | −1,290−2.7% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 32,305 | $186.1 萬 | 1.9% | −93,195−74.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 49,816 | $176.9 萬 | 1.8% | −1,261−2.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 29,324 | $159.8 萬 | 1.6% | +7,457+34.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,011 | $115.1 萬 | 1.2% | −476−13.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,981 | $109.7 萬 | 1.1% | −40.0% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 76,526 | $91.9 萬 | 0.9% | −1,494−1.9% | 減碼 | 歷史 |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 9,549 | $90.3 萬 | 0.9% | −6−0.1% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,370 | $83.3 萬 | 0.8% | −71−2.9% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 15,983 | $63.8 萬 | 0.6% | +2,528+18.8% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,499 | $61.0 萬 | 0.6% | 00.0% | 不變 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 11,422 | $60.0 萬 | 0.6% | −1,944−14.5% | 減碼 | – |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 16,815 | $58.9 萬 | 0.6% | −391−2.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,006 | $58.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,197 | $56.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 12,209 | $54.4 萬 | 0.6% | −241−1.9% | 減碼 | – |
| ORCLOracle Corp | Stock | 6,375 | $52.1 萬 | 0.5% | +517+8.8% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,363 | $51.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 11,289 | $49.7 萬 | 0.5% | −1,350−10.7% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,948 | $49.4 萬 | 0.5% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,498 | $47.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,858 | $44.6 萬 | 0.5% | −5−0.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,200 | $43.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 3,768 | $39.7 萬 | 0.4% | −967−20.4% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 6,032 | $37.6 萬 | 0.4% | −370−5.8% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,962 | $37.3 萬 | 0.4% | −1,100−18.1% | 減碼 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 10,373 | $37.1 萬 | 0.4% | −68−0.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,728 | $36.6 萬 | 0.4% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 4,853 | $36.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 954 | $34.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,321 | $33.8 萬 | 0.3% | −3,982−75.1% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 900 | $30.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,995 | $30.1 萬 | 0.3% | −4−0.1% | 減碼 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $29.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 8,926 | $29.3 萬 | 0.3% | −2,352−20.9% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 5,193 | $26.5 萬 | 0.3% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 992 | $26.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X168 | MATERIALS ALPH | 4,285 | $26.0 萬 | 0.3% | −921−17.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 8,589 | $25.3 萬 | 0.3% | +8,589 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 2,812 | $25.0 萬 | 0.3% | −3−0.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,772 | $24.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,643 | $24.3 萬 | 0.2% | −318−4.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 675 | $22.7 萬 | 0.2% | +675 | 新進 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $22.7 萬 | 0.2% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,890 | $22.6 萬 | 0.2% | +4,890 | 新進 | – |
| EMREmerson Electric Co | Stock | 2,266 | $21.8 萬 | 0.2% | +2,266 | 新進 | 歷史 |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $21.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,374 | $21.4 萬 | 0.2% | −157−6.2% | 減碼 | – |
| NSCNorfolk Southern Corp | Stock | 829 | $20.4 萬 | 0.2% | +829 | 新進 | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,347 | $19.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 14,242 | $18.4 萬 | 0.2% | −96−0.7% | 減碼 | 歷史 |
2022 年第 3 季之後清倉（4 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F839 | FT VEST US EQT | 11,473 | $37.3 萬 | 0.4% | – |
| KIOKKR Income Opportunities Fund | COM | 12,373 | $14.2 萬 | 0.1% | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 12,984 | $11.1 萬 | 0.1% | 歷史 |
| BlackRock Corpor Hi Yld FD I09255L114 | RIGHT 10/13/2022 | 12,984 | $26 | <0.1% | – |