Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 93
- 較 2025 年第 1 季 +1
- 總值
- $1.81 億
- 較 2025 年第 1 季 +$1,861 萬 (+11.4%)
| 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 | 56,917 | $1,730 萬 | 9.5% | +446+0.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,006 | $1,159 萬 | 6.4% | +1,092+5.5% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 174,141 | $1,093 萬 | 6.0% | −717−0.4% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 115,496 | $1,083 萬 | 6.0% | −2,064−1.8% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 35,432 | $988.1 萬 | 5.5% | −103−0.3% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 115,237 | $871.0 萬 | 4.8% | +119+0.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 41,452 | $848.4 萬 | 4.7% | +759+1.9% | 加碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 45,602 | $669.5 萬 | 3.7% | −547−1.2% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 68,972 | $626.9 萬 | 3.5% | −2,271−3.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 28,466 | $584.1 萬 | 3.2% | −102−0.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,139 | $564.7 萬 | 3.1% | +462+5.3% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 104,738 | $530.8 萬 | 2.9% | +14,939+16.6% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 19,373 | $465.6 萬 | 2.6% | −219−1.1% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 16,238 | $437.3 萬 | 2.4% | −297−1.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 75,970 | $361.2 萬 | 2.0% | +1,008+1.3% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 28,165 | $342.6 萬 | 1.9% | −1,276−4.3% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 29,767 | $290.9 萬 | 1.6% | −13,779−31.6% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 60,383 | $256.9 萬 | 1.4% | +937+1.6% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 16,195 | $255.9 萬 | 1.4% | +5,230+47.7% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 10,002 | $212.9 萬 | 1.2% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 9,007 | $196.9 萬 | 1.1% | +249+2.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 79,540 | $194.4 萬 | 1.1% | +1,088+1.4% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 33,816 | $189.6 萬 | 1.0% | −466−1.4% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 126,685 | $176.2 萬 | 1.0% | +4,070+3.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $175.0 萬 | 1.0% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 7,901 | $173.3 萬 | 1.0% | +98+1.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 33,133 | $166.0 萬 | 0.9% | −700−2.1% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 9,969 | $158.8 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 25,811 | $146.7 萬 | 0.8% | −2,900−10.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,936 | $139.4 萬 | 0.8% | +2,143+19.9% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,552 | $134.2 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,901 | $108.0 萬 | 0.6% | −36−1.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,089 | $103.9 萬 | 0.6% | +121+6.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 25,679 | $100.1 萬 | 0.6% | −791−3.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,435 | $95.8 萬 | 0.5% | −7−0.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,694 | $91.4 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 33,857 | $83.7 萬 | 0.5% | +4,099+13.8% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 17,889 | $82.1 萬 | 0.5% | +5,458+43.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,102 | $80.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,075 | $79.3 萬 | 0.4% | −794−42.5% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 954 | $74.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 7,433 | $72.9 萬 | 0.4% | −78−1.0% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 3,335 | $68.2 萬 | 0.4% | +174+5.5% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,063 | $66.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 5,695 | $62.4 萬 | 0.3% | 00.0% | 不變 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $59.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 3,779 | $56.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 10,509 | $56.4 萬 | 0.3% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 7,960 | $56.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,057 | $55.7 萬 | 0.3% | +48+4.8% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,778 | $55.4 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,510 | $55.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 29,133 | $55.3 萬 | 0.3% | −1,200−4.0% | 減碼 | – |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,103 | $47.8 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,640 | $46.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,012 | $46.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,424 | $45.5 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 10,146 | $45.4 萬 | 0.3% | −159−1.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 4,650 | $45.4 萬 | 0.3% | −168−3.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,082 | $44.9 萬 | 0.2% | −10.0% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,392 | $44.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,506 | $43.8 萬 | 0.2% | −45−0.8% | 減碼 | – |
| VVisa Inc. | Stock | 1,223 | $43.4 萬 | 0.2% | +25+2.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,475 | $42.8 萬 | 0.2% | +100+7.3% | 加碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,610 | $41.9 萬 | 0.2% | −402−5.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 798 | $38.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 5,425 | $37.7 萬 | 0.2% | −100−1.8% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 702 | $35.2 萬 | 0.2% | +25+3.7% | 加碼 | 歷史 |
| MMM3M Co | Stock | 2,278 | $34.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 2,800 | $34.0 萬 | 0.2% | +2,800 | 新進 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $32.0 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 10,987 | $31.5 萬 | 0.2% | −3,169−22.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 8,303 | $31.3 萬 | 0.2% | −3,674−30.7% | 減碼 | – |
| EMREmerson Electric Co | Stock | 2,266 | $30.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 6,598 | $29.6 萬 | 0.2% | +434+7.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 992 | $29.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | Stock | 2,668 | $27.3 萬 | 0.2% | +2,668 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 6,191 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,639 | $26.6 萬 | 0.1% | 00.0% | 不變 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,173 | $25.1 萬 | 0.1% | −131−1.8% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $24.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 857 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 2,436 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,315 | $23.0 萬 | 0.1% | +5,315 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 359 | $22.3 萬 | 0.1% | +359 | 新進 | – |
| BACBank of America Corp | Stock | 4,550 | $21.5 萬 | 0.1% | +4,550 | 新進 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,065 | $21.3 萬 | 0.1% | 00.0% | 不變 | – |
| WECWec Energy Group, Inc. | Stock | 2,042 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 829 | $21.2 萬 | 0.1% | +829 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,512 | $20.6 萬 | 0.1% | −20−1.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 2,583 | $20.6 萬 | 0.1% | +2,583 | 新進 | – |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $16.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（6 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 1,237 | $32.1 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 595 | $22.8 萬 | 0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,209 | $20.9 萬 | 0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 403 | $20.6 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 4,617 | $20.1 萬 | 0.1% | – |
| CVMCel Sci Corp | COM PAR NEW | 92,008 | $2.12 萬 | <0.1% | 歷史 |