Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/15 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 92
- 較 2024 年第 4 季 +1
- 總值
- $1.63 億
- 較 2024 年第 4 季 −$582.7 萬 (−3.5%)
| 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 | 56,471 | $1,552 萬 | 9.5% | +3,006+5.6% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 117,560 | $1,035 萬 | 6.4% | +2,079+1.8% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 174,858 | $1,024 萬 | 6.3% | +5,556+3.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,914 | $933.8 萬 | 5.7% | +567+2.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 40,693 | $789.4 萬 | 4.9% | +350+0.9% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 35,535 | $751.5 萬 | 4.6% | +551+1.6% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 115,118 | $725.2 萬 | 4.5% | +198+0.2% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 71,243 | $638.6 萬 | 3.9% | −52−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 28,568 | $634.6 萬 | 3.9% | −122−0.4% | 減碼 | 歷史 |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 46,149 | $597.0 萬 | 3.7% | +224+0.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,677 | $485.4 萬 | 3.0% | +484+5.9% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 89,799 | $454.7 萬 | 2.8% | +7,735+9.4% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 19,592 | $396.0 萬 | 2.4% | −149−0.8% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 16,535 | $367.3 萬 | 2.3% | +29+0.2% | 加碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 43,546 | $360.5 萬 | 2.2% | −2,263−4.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 74,962 | $332.5 萬 | 2.0% | +4,564+6.5% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 29,441 | $301.0 萬 | 1.9% | −90.0% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 59,446 | $242.4 萬 | 1.5% | −1,277−2.1% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 34,282 | $181.7 萬 | 1.1% | −209−0.6% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 122,615 | $177.3 萬 | 1.1% | +3,424+2.9% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 10,002 | $173.6 萬 | 1.1% | −47−0.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 78,452 | $173.2 萬 | 1.1% | +9,162+13.2% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 9,969 | $169.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 28,711 | $164.1 萬 | 1.0% | −2,000−6.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 33,833 | $157.9 萬 | 1.0% | −22−0.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 7,803 | $148.5 萬 | 0.9% | +17+0.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $147.0 萬 | 0.9% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 10,793 | $128.4 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 8,758 | $122.5 萬 | 0.8% | +123+1.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,965 | $118.8 萬 | 0.7% | −7,880−41.8% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,552 | $113.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,869 | $107.7 萬 | 0.7% | +1,091+140.2% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,937 | $99.5 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 26,470 | $97.3 萬 | 0.6% | +26,470 | 新進 | – |
| MRKMerck & Co., Inc. | Stock | 10,102 | $90.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,442 | $84.2 萬 | 0.5% | +50+0.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,694 | $81.0 萬 | 0.5% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 954 | $78.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,968 | $73.9 萬 | 0.5% | +41+2.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 29,758 | $70.6 萬 | 0.4% | +17,906+151.1% | 加碼 | – |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 7,511 | $68.7 萬 | 0.4% | −64−0.8% | 減碼 | – |
| KOCoca Cola Co | Stock | 7,960 | $57.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 12,431 | $56.7 萬 | 0.3% | +2,911+30.6% | 加碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 30,333 | $56.7 萬 | 0.3% | +10,144+50.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 1,510 | $55.4 萬 | 0.3% | +13+0.9% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,161 | $53.9 萬 | 0.3% | +881+38.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,779 | $52.8 萬 | 0.3% | +20+0.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 10,509 | $52.4 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,778 | $51.6 萬 | 0.3% | 00.0% | 不變 | – |
| SPGIS&P Global Inc. | Stock | 1,009 | $51.3 萬 | 0.3% | +25+2.5% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 5,695 | $50.7 萬 | 0.3% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 3,012 | $50.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 10,305 | $45.9 萬 | 0.3% | −1,629−13.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 11,977 | $44.6 萬 | 0.3% | −30.0% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,392 | $44.1 萬 | 0.3% | −773−12.5% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 8,012 | $43.9 萬 | 0.3% | 00.0% | 不變 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $43.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,551 | $43.8 萬 | 0.3% | −542−8.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 798 | $42.5 萬 | 0.3% | +3+0.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,198 | $42.0 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,063 | $41.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,083 | $41.6 萬 | 0.3% | −5−0.2% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 2,640 | $41.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 14,156 | $39.7 萬 | 0.2% | −150−1.0% | 減碼 | – |
| NEENextera Energy Inc | Stock | 5,525 | $39.2 萬 | 0.2% | −275−4.7% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,424 | $38.3 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 4,818 | $37.7 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,375 | $33.7 萬 | 0.2% | +10+0.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,278 | $33.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,237 | $32.1 萬 | 0.2% | +1,237 | 新進 | 歷史 |
| MCOMoodys Corp | Stock | 677 | $31.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 992 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,103 | $29.9 萬 | 0.2% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 6,191 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,639 | $27.0 萬 | 0.2% | 00.0% | 不變 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,304 | $26.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,164 | $26.0 萬 | 0.2% | −212−3.3% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $26.0 萬 | 0.2% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 2,266 | $24.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 595 | $22.8 萬 | 0.1% | −15−2.5% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,042 | $22.3 萬 | 0.1% | +2,042 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 857 | $22.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $22.0 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 2,436 | $21.4 萬 | 0.1% | +28+1.2% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,209 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 403 | $20.6 萬 | 0.1% | +403 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,532 | $20.3 萬 | 0.1% | +1,532 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,065 | $20.2 萬 | 0.1% | +4,065 | 新進 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 4,617 | $20.1 萬 | 0.1% | +4,617 | 新進 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $16.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $15.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（6 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ProShares Tr74347R693 | PSHS ULTRA TECH | 23,772 | $165.8 萬 | 1.0% | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 6,020 | $39.2 萬 | 0.2% | – |
| ANETArista Networks, Inc. | Stock | 2,068 | $22.9 萬 | 0.1% | 歷史 |
| ProShares Tr74347X633 | ULTRA FNCLS NEW | 2,593 | $22.2 萬 | 0.1% | – |
| iShares Core S&P 500 ETF464287200 | ETF | 343 | $20.2 萬 | 0.1% | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 2,583 | $20.0 萬 | 0.1% | – |