Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/3/6 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 91
- 較 2024 年第 3 季 +1
- 總值
- $1.68 億
- 較 2024 年第 3 季 +$138.7 萬 (+0.8%)
| 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 | 53,465 | $1,549 萬 | 9.2% | +326+0.6% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 115,481 | $1,071 萬 | 6.4% | +1,190+1.0% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 169,302 | $1,001 萬 | 5.9% | −6,633−3.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,347 | $989.1 萬 | 5.9% | +407+2.1% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 34,984 | $847.2 萬 | 5.0% | +196+0.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 40,343 | $790.1 萬 | 4.7% | +637+1.6% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 114,920 | $729.2 萬 | 4.3% | −1,663−1.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 28,690 | $718.5 萬 | 4.3% | −41−0.1% | 減碼 | 歷史 |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 45,925 | $634.7 萬 | 3.8% | −297−0.6% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 71,295 | $626.1 萬 | 3.7% | −1,048−1.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,193 | $480.2 萬 | 2.9% | +596+7.8% | 加碼 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 45,809 | $423.8 萬 | 2.5% | −2,812−5.8% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 82,064 | $413.4 萬 | 2.5% | −2,284−2.7% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 19,741 | $408.5 萬 | 2.4% | −277−1.4% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 16,506 | $401.4 萬 | 2.4% | −278−1.7% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 29,450 | $350.8 萬 | 2.1% | −493−1.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 70,398 | $323.1 萬 | 1.9% | −9,102−11.4% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 18,845 | $253.1 萬 | 1.5% | −764−3.9% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 60,723 | $245.8 萬 | 1.5% | −1,333−2.1% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 10,049 | $189.2 萬 | 1.1% | −406−3.9% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 34,491 | $186.7 萬 | 1.1% | −295−0.8% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 30,711 | $176.7 萬 | 1.0% | −495−1.6% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 119,191 | $171.3 萬 | 1.0% | +498+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,786 | $170.8 萬 | 1.0% | +15+0.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,969 | $167.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 23,772 | $165.8 萬 | 1.0% | −804−3.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $165.2 萬 | 1.0% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 33,855 | $161.9 萬 | 1.0% | −872−2.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 69,290 | $160.6 萬 | 1.0% | +1,958+2.9% | 加碼依 3 比 1 拆股換算 | – |
| ORCLOracle Corp | Stock | 8,635 | $143.9 萬 | 0.9% | +162+1.9% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,793 | $116.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,937 | $104.4 萬 | 0.6% | −93−4.6% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,392 | $102.1 萬 | 0.6% | +15+0.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,102 | $100.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,552 | $100.1 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,694 | $83.6 萬 | 0.5% | −15−0.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 1,927 | $81.2 萬 | 0.5% | +37+2.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 954 | $73.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 7,575 | $72.2 萬 | 0.4% | −1,564−17.1% | 減碼 | – |
| BXBlackstone Inc. | COM | 3,759 | $64.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,497 | $58.3 萬 | 0.3% | −1−0.1% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 5,695 | $57.0 萬 | 0.3% | −730−11.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 10,509 | $54.0 萬 | 0.3% | −16−0.2% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,778 | $52.1 萬 | 0.3% | +750+10.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 11,934 | $52.1 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,640 | $50.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 7,960 | $49.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,165 | $49.5 萬 | 0.3% | −285−4.4% | 減碼 | – |
| SPGIS&P Global Inc. | Stock | 984 | $49.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,093 | $47.5 萬 | 0.3% | −370−5.7% | 減碼 | – |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,103 | $46.2 萬 | 0.3% | −44−0.9% | 減碼 | – |
| CEGConstellation Energy Corp | Stock | 2,063 | $46.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,088 | $46.1 萬 | 0.3% | −77−3.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 778 | $45.6 萬 | 0.3% | +42+5.7% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 8,012 | $45.3 萬 | 0.3% | −1,457−15.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 11,980 | $44.6 萬 | 0.3% | −7−0.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 9,520 | $44.0 萬 | 0.3% | −1,399−12.8% | 減碼 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $44.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,012 | $43.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 4,818 | $42.7 萬 | 0.3% | −270−5.3% | 減碼 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,424 | $42.4 萬 | 0.3% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 5,800 | $41.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,280 | $41.5 萬 | 0.2% | +498+27.9% | 加碼依 2 比 1 拆股換算 | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 14,306 | $39.7 萬 | 0.2% | −50−0.3% | 減碼 | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 6,020 | $39.2 萬 | 0.2% | +2,250+59.7% | 加碼依 2 比 1 拆股換算 | – |
| VVisa Inc. | Stock | 1,197 | $37.8 萬 | 0.2% | −2−0.2% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 20,189 | $37.8 萬 | 0.2% | −659−3.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 795 | $36.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,365 | $32.7 萬 | 0.2% | +62+4.8% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 677 | $32.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 2,278 | $29.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 992 | $28.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 11,852 | $28.7 萬 | 0.2% | +475+4.2% | 加碼 | – |
| EMREmerson Electric Co | Stock | 2,266 | $28.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,376 | $27.6 萬 | 0.2% | −2,364−27.0% | 減碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,304 | $27.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 610 | $27.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,639 | $26.3 萬 | 0.2% | −8−0.3% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $24.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 6,191 | $23.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,068 | $22.9 萬 | 0.1% | +2,068 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 857 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 2,593 | $22.2 萬 | 0.1% | −279−9.7% | 減碼 | – |
| WMTWalmart Inc. | Stock | 2,408 | $21.8 萬 | 0.1% | +2,408 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,209 | $21.2 萬 | 0.1% | −511−29.7% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 343 | $20.2 萬 | 0.1% | +343 | 新進 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 2,583 | $20.0 萬 | 0.1% | +2,583 | 新進 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $18.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $17.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $3.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。