Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2023 年第 3 季持倉
持倉截至 2023/9/30，2024/11/15 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 76
- 較 2023 年第 2 季 −4
- 總值
- $1.14 億
- 較 2023 年第 2 季 −$662.5 萬 (−5.5%)
| 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 | 188,110 | $1,004 萬 | 8.8% | −5,688−2.9% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 172,613 | $793.2 萬 | 7.0% | −1,327−0.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,984 | $590.2 萬 | 5.2% | +293+0.8% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 75,079 | $569.4 萬 | 5.0% | +11,674+18.4% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 75,239 | $554.0 萬 | 4.9% | −955−1.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 121,550 | $552.2 萬 | 4.9% | −109−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 30,272 | $518.3 萬 | 4.6% | +748+2.5% | 加碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 35,140 | $509.5 萬 | 4.5% | −1,118−3.1% | 減碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 46,483 | $465.4 萬 | 4.1% | +250+0.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,488 | $447.4 萬 | 3.9% | +1,310+11.7% | 加碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 105,836 | $414.7 萬 | 3.6% | +300.0% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 23,744 | $331.7 萬 | 2.9% | −1,116−4.5% | 減碼 | – |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 46,121 | $292.6 萬 | 2.6% | −204−0.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,010 | $276.3 萬 | 2.4% | −91−0.7% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 17,244 | $275.2 萬 | 2.4% | −27−0.2% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 71,881 | $249.6 萬 | 2.2% | −9,565−11.7% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 30,527 | $231.7 萬 | 2.0% | −159−0.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 42,506 | $227.7 萬 | 2.0% | −3,890−8.4% | 減碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 46,813 | $204.2 萬 | 1.8% | −553−1.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 45,444 | $176.6 萬 | 1.6% | −251−0.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,127 | $176.4 萬 | 1.6% | +832+25.3% | 加碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 118,201 | $154.5 萬 | 1.4% | −2,737−2.3% | 減碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 38,060 | $144.0 萬 | 1.3% | −256−0.7% | 減碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,170 | $124.1 萬 | 1.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 7,645 | $97.2 萬 | 0.9% | +317+4.3% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,257 | $88.6 萬 | 0.8% | +148+7.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,367 | $74.7 萬 | 0.7% | +417+21.4% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 11,675 | $69.3 萬 | 0.6% | −3,405−22.6% | 減碼 | – |
| ORCLOracle Corp | Stock | 6,275 | $66.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 7,403 | $61.2 萬 | 0.5% | −2,834−27.7% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,381 | $59.8 萬 | 0.5% | +137+4.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,581 | $58.6 萬 | 0.5% | +3,695+46.9% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 12,209 | $55.8 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 14,660 | $54.8 萬 | 0.5% | −2,038−12.2% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 3,727 | $54.1 萬 | 0.5% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 4,859 | $52.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 954 | $51.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 10,284 | $50.8 萬 | 0.4% | −298−2.8% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 10,476 | $50.8 萬 | 0.4% | −221−2.1% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 4,739 | $49.3 萬 | 0.4% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 3,153 | $49.1 萬 | 0.4% | −150−4.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,363 | $49.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,052 | $45.8 萬 | 0.4% | −637−37.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,498 | $45.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 14,902 | $45.2 萬 | 0.4% | −6,162−29.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,427 | $44.8 萬 | 0.4% | +488+16.6% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,310 | $44.7 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 17,314 | $42.3 萬 | 0.4% | +17,314 | 新進 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 8,199 | $41.0 萬 | 0.4% | −2,577−23.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,424 | $38.2 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 5,293 | $37.1 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,691 | $35.5 萬 | 0.3% | −63−2.3% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,539 | $34.5 萬 | 0.3% | −563−11.0% | 減碼 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $34.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,444 | $33.4 萬 | 0.3% | −518−10.4% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 900 | $32.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 638 | $32.5 萬 | 0.3% | −10−1.5% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,400 | $30.9 萬 | 0.3% | −45−0.8% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,724 | $28.7 萬 | 0.3% | −40−0.7% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 992 | $26.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,794 | $25.4 萬 | 0.2% | +357+24.8% | 加碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,443 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 7,129 | $24.0 萬 | 0.2% | +7,129 | 新進 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,647 | $23.4 萬 | 0.2% | +16+0.6% | 加碼 | – |
| EMREmerson Electric Co | Stock | 2,266 | $21.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,184 | $21.8 萬 | 0.2% | 00.0% | 不變 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $21.6 萬 | 0.2% | −27−0.3% | 減碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 5,187 | $21.4 萬 | 0.2% | −1,116−17.7% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $21.1 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 5,207 | $21.1 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 913 | $21.0 萬 | 0.2% | +50+5.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,569 | $20.2 萬 | 0.2% | 00.0% | 不變 | – |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 11,755 | $15.6 萬 | 0.1% | −480−3.9% | 減碼 | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $15.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $11.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ZFOXZeroFox Holdings, Inc. | COM | 19,860 | $1.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 2 季之後清倉（6 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,808 | $31.4 萬 | 0.3% | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 7,252 | $30.6 萬 | 0.3% | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 7,526 | $23.3 萬 | 0.2% | – |
| METAMeta Platforms, Inc. | Stock | 797 | $22.9 萬 | 0.2% | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 3,979 | $21.0 萬 | 0.2% | – |
| TSLATesla, Inc. | Stock | 801 | $21.0 萬 | 0.2% | 歷史 |