Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/11/15 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 90
- 較 2023 年第 4 季 +7
- 總值
- $1.51 億
- 較 2023 年第 4 季 +$1,934 萬 (+14.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 45,668 | $1,187 萬 | 7.9% | +31,182+215.3% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 181,081 | $1,017 萬 | 6.7% | +15,320+9.2% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 110,424 | $992.7 萬 | 6.6% | +30,252+37.7% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 35,900 | $807.7 萬 | 5.4% | +718+2.0% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,674 | $740.4 萬 | 4.9% | +3,368+25.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 39,492 | $721.2 萬 | 4.8% | +951+2.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 125,418 | $707.2 萬 | 4.7% | +4,344+3.6% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 73,336 | $628.1 萬 | 4.2% | +134+0.2% | 加碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 46,653 | $581.2 萬 | 3.9% | +171+0.4% | 加碼 | – |
| AAPLApple Inc. | Stock | 30,385 | $521.0 萬 | 3.5% | +844+2.9% | 加碼 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 51,746 | $401.1 萬 | 2.7% | −131,996−71.8% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 20,325 | $380.8 萬 | 2.5% | −535−2.6% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 16,944 | $347.5 萬 | 2.3% | −70−0.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 81,509 | $342.2 萬 | 2.3% | +81,509 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,859 | $306.5 萬 | 2.0% | +698+13.5% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 30,482 | $291.4 萬 | 1.9% | −120.0% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 66,037 | $256.8 萬 | 1.7% | −1,982−2.9% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 44,655 | $225.3 萬 | 1.5% | +38,517+627.5% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 11,375 | $216.9 萬 | 1.4% | +7,483+192.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 36,455 | $210.9 萬 | 1.4% | −3,752−9.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 44,615 | $199.6 萬 | 1.3% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 2,061 | $186.2 萬 | 1.2% | +270+15.1% | 加碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 36,800 | $174.9 萬 | 1.2% | −468−1.3% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 116,776 | $173.6 萬 | 1.2% | −822−0.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,944 | $161.3 萬 | 1.1% | +6,581+195.7% | 加碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 25,574 | $155.3 萬 | 1.0% | −75,425−74.7% | 減碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $149.9 萬 | 1.0% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 7,941 | $143.2 萬 | 0.9% | +858+12.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,102 | $133.3 萬 | 0.9% | +10,102 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,793 | $125.5 萬 | 0.8% | +10,793 | 新進 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 12,822 | $111.7 萬 | 0.7% | −31,123−70.8% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 17,745 | $110.1 萬 | 0.7% | +285+1.6% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,111 | $101.5 萬 | 0.7% | +57+2.8% | 加碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 7,023 | $87.0 萬 | 0.6% | +2,284+48.2% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,552 | $86.9 萬 | 0.6% | +4,552 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 6,897 | $86.6 萬 | 0.6% | −164−2.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,890 | $79.5 萬 | 0.5% | −21−1.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 954 | $74.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,870 | $73.5 萬 | 0.5% | +1,114+29.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 13,626 | $63.0 萬 | 0.4% | −15−0.1% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 10,284 | $59.8 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 14,077 | $59.4 萬 | 0.4% | −583−4.0% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,498 | $57.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 6,425 | $54.8 萬 | 0.4% | −125−1.9% | 減碼依 5 比 1 拆股換算 | – |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 6,585 | $52.8 萬 | 0.3% | −158−2.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,406 | $50.6 萬 | 0.3% | −420−14.9% | 減碼 | – |
| BXBlackstone Inc. | COM | 3,759 | $49.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,059 | $48.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 7,892 | $48.3 萬 | 0.3% | +7,892 | 新進 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,706 | $46.6 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 5,293 | $46.4 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 17,639 | $46.4 萬 | 0.3% | −2,850−13.9% | 減碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 24,573 | $44.8 萬 | 0.3% | +5,739+30.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 13,383 | $44.5 萬 | 0.3% | −1,007−7.0% | 減碼 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,424 | $42.6 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,633 | $40.1 萬 | 0.3% | +26+1.0% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 900 | $38.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,063 | $38.1 萬 | 0.3% | +2,063 | 新進 | 歷史 |
| CPNGCoupang, Inc. | CL A | 20,000 | $35.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,355 | $35.1 萬 | 0.2% | −609−12.3% | 減碼 | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 3,532 | $35.0 萬 | 0.2% | +3,532 | 新進 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 5,973 | $35.0 萬 | 0.2% | −2,326−28.0% | 減碼 | – |
| NEENextera Energy Inc | Stock | 5,400 | $34.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 8,587 | $33.7 萬 | 0.2% | +2,403+38.9% | 加碼 | – |
| VVisa Inc. | Stock | 1,184 | $33.0 萬 | 0.2% | +221+22.9% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,978 | $30.8 萬 | 0.2% | −145−3.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 7,420 | $30.6 萬 | 0.2% | +7,420 | 新進 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,804 | $30.6 萬 | 0.2% | +5+0.3% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 615 | $29.9 萬 | 0.2% | +7+1.2% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 591 | $29.8 萬 | 0.2% | −22−3.6% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 992 | $28.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,647 | $26.8 萬 | 0.2% | 00.0% | 不變 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,304 | $26.2 萬 | 0.2% | −139−1.9% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,266 | $25.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 3,665 | $25.0 萬 | 0.2% | −41,787−91.9% | 減碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $24.9 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,228 | $24.6 萬 | 0.2% | −36−2.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 5,207 | $24.5 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,278 | $24.2 萬 | 0.2% | +2,278 | 新進 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $24.1 萬 | 0.2% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 6,191 | $23.3 萬 | 0.2% | +6,191 | 新進 | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $23.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 829 | $21.1 萬 | 0.1% | +829 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,165 | $21.0 萬 | 0.1% | +1,165 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 8,432 | $20.6 萬 | 0.1% | +8,432 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 818 | $20.4 萬 | 0.1% | +818 | 新進 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,373 | $20.3 萬 | 0.1% | −196−12.5% | 減碼 | – |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $17.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $17.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（7 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 10,484 | $79.7 萬 | 0.6% | – |
| ProShares Tr74347R735 | PSHS ULT HLTHCRE | 6,442 | $58.9 萬 | 0.4% | – |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 6,337 | $34.7 萬 | 0.3% | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 4,905 | $24.9 萬 | 0.2% | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 6,404 | $23.2 萬 | 0.2% | – |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 11,407 | $15.4 萬 | 0.1% | 歷史 |
| ZFOXZeroFox Holdings, Inc. | COM | 19,860 | $1.73 萬 | <0.1% | 歷史 |