Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 90
- 較 2024 年第 2 季 +4
- 總值
- $1.67 億
- 較 2024 年第 2 季 +$1,158 萬 (+7.4%)
| 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 | 53,139 | $1,505 萬 | 9.0% | +3,954+8.0% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 114,291 | $1,108 萬 | 6.6% | +2,967+2.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 175,935 | $1,042 萬 | 6.2% | −2,515−1.4% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,940 | $924.4 萬 | 5.5% | +1,466+8.4% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 34,788 | $853.9 萬 | 5.1% | −827−2.3% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 39,706 | $786.4 萬 | 4.7% | −183−0.5% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 116,583 | $690.5 萬 | 4.1% | −5,471−4.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 28,731 | $669.4 萬 | 4.0% | −21−0.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 72,343 | $656.9 萬 | 3.9% | −633−0.9% | 減碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 46,222 | $617.5 萬 | 3.7% | −65−0.1% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 48,621 | $438.4 萬 | 2.6% | −2,328−4.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,597 | $435.9 萬 | 2.6% | +854+12.7% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 84,348 | $428.0 萬 | 2.6% | +36,236+75.3% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 20,018 | $405.9 萬 | 2.4% | −246−1.2% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 16,784 | $355.5 萬 | 2.1% | −45−0.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 79,500 | $355.5 萬 | 2.1% | −1,313−1.6% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 29,943 | $306.2 萬 | 1.8% | −140.0% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 62,056 | $255.6 萬 | 1.5% | −4,486−6.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 19,609 | $238.1 萬 | 1.4% | −151−0.8% | 減碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 10,455 | $200.0 萬 | 1.2% | −867−7.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 31,206 | $185.7 萬 | 1.1% | −2,119−6.4% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 34,786 | $177.9 萬 | 1.1% | −661−1.9% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 9,969 | $172.7 萬 | 1.0% | +25+0.3% | 加碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 118,693 | $170.8 萬 | 1.0% | +3,941+3.4% | 加碼 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 24,576 | $164.8 萬 | 1.0% | −116−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 34,727 | $163.8 萬 | 1.0% | −8,343−19.4% | 減碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $154.1 萬 | 0.9% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 22,444 | $152.3 萬 | 0.9% | +1,359+6.4% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 7,771 | $144.8 萬 | 0.9% | +11+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 8,473 | $144.4 萬 | 0.9% | +1,268+17.6% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,793 | $126.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,102 | $114.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,030 | $107.1 萬 | 0.6% | −122−5.7% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,552 | $100.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,377 | $89.2 萬 | 0.5% | −524−8.9% | 減碼 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 9,139 | $87.4 萬 | 0.5% | −2,969−24.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 954 | $84.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,709 | $84.2 萬 | 0.5% | −314−4.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,890 | $81.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,498 | $60.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 3,759 | $57.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 6,425 | $57.4 萬 | 0.3% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 7,960 | $57.2 萬 | 0.3% | +68+0.9% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 9,469 | $54.8 萬 | 0.3% | −400−4.1% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 11,934 | $54.3 萬 | 0.3% | −1,194−9.1% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,450 | $54.0 萬 | 0.3% | +1,484+29.9% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 2,063 | $53.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 10,525 | $53.2 萬 | 0.3% | +4,180+65.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,463 | $51.3 萬 | 0.3% | +2,823+77.6% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 984 | $50.8 萬 | 0.3% | +84+9.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 10,919 | $50.1 萬 | 0.3% | −3,807−25.9% | 減碼 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $49.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 5,800 | $49.0 萬 | 0.3% | +400+7.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,012 | $48.8 萬 | 0.3% | −34−1.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,165 | $47.8 萬 | 0.3% | −153−6.6% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,028 | $47.3 萬 | 0.3% | −678−8.8% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 5,088 | $45.4 萬 | 0.3% | −205−3.9% | 減碼 | – |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,147 | $45.1 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,640 | $44.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 11,987 | $43.7 萬 | 0.3% | −1,381−10.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 736 | $42.1 萬 | 0.3% | −30−3.9% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,424 | $41.3 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 20,848 | $39.8 萬 | 0.2% | −5,825−21.8% | 減碼 | – |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 14,356 | $39.4 萬 | 0.2% | −2,983−17.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 8,740 | $36.9 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 795 | $36.6 萬 | 0.2% | +795 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,199 | $33.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 677 | $32.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 610 | $31.6 萬 | 0.2% | −5−0.8% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,278 | $31.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,720 | $30.8 萬 | 0.2% | +105+6.5% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 891 | $30.5 萬 | 0.2% | +212+31.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 992 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,647 | $28.3 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 11,377 | $28.0 萬 | 0.2% | +385+3.5% | 加碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,304 | $27.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,303 | $27.5 萬 | 0.2% | +100+8.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 6,143 | $26.9 萬 | 0.2% | −1,277−17.2% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $25.4 萬 | 0.2% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 6,191 | $25.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 2,266 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 857 | $22.6 萬 | 0.1% | +857 | 新進 | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 1,885 | $22.6 萬 | 0.1% | +1,885 | 新進 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 2,872 | $21.9 萬 | 0.1% | +2,872 | 新進 | – |
| NOCNorthrop Grumman Corp | Stock | 403 | $21.3 萬 | 0.1% | +403 | 新進 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 829 | $20.6 萬 | 0.1% | +829 | 新進 | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $9.75 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（2 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U.S. Medical Devices ETF464288810 | ETF | 5,503 | $30.8 萬 | 0.2% | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,167 | $23.3 萬 | 0.1% | – |