Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/11/15 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 83
- 較 2023 年第 3 季 +7
- 總值
- $1.31 億
- 較 2023 年第 3 季 +$1,788 萬 (+15.7%)
| 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 | 183,742 | $1,196 萬 | 9.1% | −4,368−2.3% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 165,761 | $856.5 萬 | 6.5% | −6,852−4.0% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 80,172 | $680.4 萬 | 5.2% | +5,093+6.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 38,541 | $656.7 萬 | 5.0% | +557+1.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 121,074 | $651.9 萬 | 5.0% | −476−0.4% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 35,182 | $615.2 萬 | 4.7% | +42+0.1% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 73,202 | $585.9 萬 | 4.5% | −2,037−2.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 29,541 | $568.7 萬 | 4.3% | −731−2.4% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,306 | $544.9 萬 | 4.1% | +818+6.6% | 加碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 100,999 | $536.1 萬 | 4.1% | −4,837−4.6% | 減碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 46,482 | $521.8 萬 | 4.0% | −10.0% | 減碼 | – |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 43,945 | $348.1 萬 | 2.6% | −2,176−4.7% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,486 | $343.6 萬 | 2.6% | +1,476+11.3% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 20,860 | $327.3 萬 | 2.5% | −2,884−12.1% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 17,014 | $317.4 萬 | 2.4% | −230−1.3% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 30,494 | $267.3 萬 | 2.0% | −33−0.1% | 減碼 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 45,452 | $250.9 萬 | 1.9% | −1,361−2.9% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 68,019 | $248.6 萬 | 1.9% | −3,862−5.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,161 | $245.3 萬 | 1.9% | +1,034+25.1% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 40,207 | $221.1 萬 | 1.7% | −2,299−5.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 44,615 | $189.7 萬 | 1.4% | −829−1.8% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 37,268 | $161.3 萬 | 1.2% | −792−2.1% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 117,598 | $155.7 萬 | 1.2% | −603−0.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $142.4 萬 | 1.1% | −52−0.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,083 | $107.6 萬 | 0.8% | −562−7.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 17,460 | $98.5 萬 | 0.7% | +5,879+50.8% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,054 | $89.7 萬 | 0.7% | −203−9.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,791 | $88.7 萬 | 0.7% | +739+70.2% | 加碼 | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 10,484 | $79.7 萬 | 0.6% | −1,191−10.2% | 減碼 | – |
| ORCLOracle Corp | Stock | 7,061 | $74.4 萬 | 0.6% | +786+12.5% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,911 | $71.9 萬 | 0.5% | −456−19.3% | 減碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 3,892 | $68.3 萬 | 0.5% | +165+4.4% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 13,641 | $62.8 萬 | 0.5% | +1,432+11.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 14,660 | $59.5 萬 | 0.5% | 00.0% | 不變 | – |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 6,442 | $58.9 萬 | 0.4% | −961−13.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,826 | $56.7 萬 | 0.4% | −555−16.4% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 4,739 | $55.7 萬 | 0.4% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 954 | $55.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 10,284 | $53.5 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 1,310 | $53.1 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 20,489 | $52.6 萬 | 0.4% | +3,175+18.3% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 3,756 | $52.5 萬 | 0.4% | +329+9.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,498 | $51.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 3,363 | $49.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 3,759 | $49.2 萬 | 0.4% | −1,100−22.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,059 | $47.9 萬 | 0.4% | −94−3.0% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 14,390 | $46.6 萬 | 0.4% | −512−3.4% | 減碼 | – |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 6,743 | $45.0 萬 | 0.3% | +6,743 | 新進 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 8,299 | $44.8 萬 | 0.3% | −2,177−20.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 5,293 | $43.6 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,424 | $42.9 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,706 | $41.7 萬 | 0.3% | −493−6.0% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,964 | $40.3 萬 | 0.3% | +425+9.4% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 900 | $39.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,607 | $36.7 萬 | 0.3% | −84−3.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 613 | $36.6 萬 | 0.3% | −25−3.9% | 減碼 | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 6,337 | $34.7 萬 | 0.3% | +1,150+22.2% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 18,834 | $33.6 萬 | 0.3% | +18,834 | 新進 | – |
| NEENextera Energy Inc | Stock | 5,400 | $32.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 20,000 | $32.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,123 | $31.9 萬 | 0.2% | −321−7.2% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,138 | $30.8 萬 | 0.2% | +414+7.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 992 | $29.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,799 | $28.4 萬 | 0.2% | +5+0.3% | 加碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,443 | $27.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,647 | $25.2 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 963 | $25.1 萬 | 0.2% | +50+5.5% | 加碼 | 歷史 |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 4,905 | $24.9 萬 | 0.2% | +4,905 | 新進 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,184 | $23.3 萬 | 0.2% | 00.0% | 不變 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $23.3 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 6,404 | $23.2 萬 | 0.2% | −725−10.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 5,207 | $23.0 萬 | 0.2% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 2,266 | $22.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 608 | $21.5 萬 | 0.2% | +608 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $21.5 萬 | 0.2% | +1,699 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 1,264 | $21.5 萬 | 0.2% | +1,264 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,569 | $21.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $20.9 萬 | 0.2% | +2,644 | 新進 | – |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $16.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 11,407 | $15.4 萬 | 0.1% | −348−3.0% | 減碼 | 歷史 |
| ZFOXZeroFox Holdings, Inc. | COM | 19,860 | $1.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |