Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/11/15 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 86
- 較 2024 年第 1 季 −4
- 總值
- $1.56 億
- 較 2024 年第 1 季 +$467.8 萬 (+3.1%)
| 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 | 49,185 | $1,316 萬 | 8.5% | +3,517+7.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 178,450 | $977.0 萬 | 6.3% | −2,631−1.5% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 111,324 | $964.2 萬 | 6.2% | +900+0.8% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 35,615 | $928.5 萬 | 6.0% | −285−0.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,474 | $837.2 萬 | 5.4% | +800+4.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 39,889 | $728.2 萬 | 4.7% | +397+1.0% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 122,054 | $688.6 萬 | 4.4% | −3,364−2.7% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 72,976 | $613.3 萬 | 3.9% | −360−0.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 28,752 | $605.6 萬 | 3.9% | −1,633−5.4% | 減碼 | 歷史 |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 46,287 | $569.9 萬 | 3.7% | −366−0.8% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 50,949 | $420.8 萬 | 2.7% | −797−1.5% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 20,264 | $394.9 萬 | 2.5% | −61−0.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,743 | $367.0 萬 | 2.4% | +884+15.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 80,813 | $350.8 萬 | 2.3% | −696−0.9% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 16,829 | $344.9 萬 | 2.2% | −115−0.7% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 29,957 | $286.2 萬 | 1.8% | −525−1.7% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 66,542 | $257.5 萬 | 1.7% | +505+0.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 19,760 | $244.1 萬 | 1.6% | −850−4.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 48,112 | $242.8 萬 | 1.6% | +3,457+7.7% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 11,322 | $223.6 萬 | 1.4% | −53−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 43,070 | $198.3 萬 | 1.3% | −1,545−3.5% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 33,325 | $188.9 萬 | 1.2% | −3,130−8.6% | 減碼 | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 24,692 | $172.4 萬 | 1.1% | −882−3.4% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 114,752 | $164.2 萬 | 1.1% | −2,024−1.7% | 減碼 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 35,447 | $164.1 萬 | 1.1% | −1,353−3.7% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 9,944 | $164.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $151.5 萬 | 1.0% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 7,760 | $150.0 萬 | 1.0% | −181−2.3% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 21,085 | $135.5 萬 | 0.9% | +3,340+18.8% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,102 | $125.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,793 | $124.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,152 | $107.6 萬 | 0.7% | +41+1.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,901 | $107.5 萬 | 0.7% | +1,031+21.2% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,205 | $101.7 萬 | 0.7% | +308+4.5% | 加碼 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 12,108 | $100.5 萬 | 0.6% | −714−5.6% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 7,023 | $86.6 萬 | 0.6% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 954 | $86.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,890 | $84.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,552 | $78.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 14,726 | $67.3 萬 | 0.4% | +1,100+8.1% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 6,425 | $55.8 萬 | 0.4% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,869 | $53.8 萬 | 0.3% | −415−4.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 13,128 | $53.5 萬 | 0.3% | −949−6.7% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,498 | $51.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 7,892 | $50.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,147 | $50.1 萬 | 0.3% | −1,438−21.8% | 減碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 26,673 | $49.0 萬 | 0.3% | +2,100+8.5% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,706 | $49.0 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,640 | $48.4 萬 | 0.3% | +7+0.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 13,368 | $47.2 萬 | 0.3% | −15−0.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,318 | $47.0 萬 | 0.3% | −88−3.7% | 減碼 | – |
| BXBlackstone Inc. | COM | 3,759 | $46.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 17,339 | $46.4 萬 | 0.3% | −300−1.7% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 5,293 | $44.7 萬 | 0.3% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 3,046 | $44.5 萬 | 0.3% | −13−0.4% | 減碼 | 歷史 |
| CPNGCoupang, Inc. | CL A | 20,000 | $41.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,063 | $41.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 900 | $40.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,424 | $39.9 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 4,966 | $39.7 萬 | 0.3% | +611+14.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 766 | $38.6 萬 | 0.2% | +151+24.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,400 | $38.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 8,740 | $35.5 萬 | 0.2% | +153+1.8% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 615 | $34.2 萬 | 0.2% | +24+4.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 7,420 | $31.6 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,199 | $31.5 萬 | 0.2% | +15+1.3% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 5,503 | $30.8 萬 | 0.2% | −470−7.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 6,345 | $30.7 萬 | 0.2% | +1,138+21.9% | 加碼 | – |
| MCOMoodys Corp | Stock | 677 | $28.5 萬 | 0.2% | +677 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,640 | $28.1 萬 | 0.2% | −338−8.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,615 | $26.5 萬 | 0.2% | −189−10.5% | 減碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 10,992 | $25.7 萬 | 0.2% | +2,560+30.4% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,647 | $25.4 萬 | 0.2% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 992 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 2,266 | $25.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,203 | $24.3 萬 | 0.2% | −25−2.0% | 減碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,304 | $23.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $23.3 萬 | 0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,278 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 679 | $23.0 萬 | 0.1% | +679 | 新進 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 6,191 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $17.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $10.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（6 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 3,532 | $35.0 萬 | 0.2% | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 3,665 | $25.0 萬 | 0.2% | – |
| NSCNorfolk Southern Corp | Stock | 829 | $21.1 萬 | 0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,165 | $21.0 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 818 | $20.4 萬 | 0.1% | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,373 | $20.3 萬 | 0.1% | – |