Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 104
- 較 2025 年第 2 季 +11
- 總值
- $2.02 億
- 較 2025 年第 2 季 +$2,102 萬 (+11.6%)
| 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 | 58,345 | $1,915 萬 | 9.5% | +1,428+2.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,819 | $1,310 萬 | 6.5% | +813+3.9% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 184,294 | $1,240 萬 | 6.1% | +10,153+5.8% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 36,159 | $1,180 萬 | 5.8% | +727+2.1% | 加碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 111,204 | $1,102 萬 | 5.4% | −4,292−3.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 43,118 | $930.5 萬 | 4.6% | +1,666+4.0% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 117,180 | $890.7 萬 | 4.4% | +1,943+1.7% | 加碼 | – |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 45,632 | $732.6 萬 | 3.6% | +30+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 28,466 | $724.8 萬 | 3.6% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,795 | $652.5 萬 | 3.2% | +656+7.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 67,535 | $632.4 萬 | 3.1% | −1,437−2.1% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 115,968 | $588.3 萬 | 2.9% | +11,230+10.7% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 19,269 | $494.2 萬 | 2.4% | −104−0.5% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 16,237 | $454.4 萬 | 2.2% | −10.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 75,808 | $380.2 萬 | 1.9% | −162−0.2% | 減碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 28,155 | $378.5 萬 | 1.9% | −100.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 19,865 | $370.6 萬 | 1.8% | +3,670+22.7% | 加碼 | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 29,720 | $333.3 萬 | 1.6% | −47−0.2% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 60,508 | $269.7 萬 | 1.3% | +125+0.2% | 加碼 | – |
| ORCLOracle Corp | Stock | 9,040 | $254.3 萬 | 1.3% | +33+0.4% | 加碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 10,020 | $230.1 萬 | 1.1% | +18+0.2% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 79,519 | $209.5 萬 | 1.0% | −210.0% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 33,733 | $200.3 萬 | 1.0% | −83−0.2% | 減碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $186.8 萬 | 0.9% | 00.0% | 不變 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 125,018 | $180.5 萬 | 0.9% | −1,667−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 7,995 | $175.5 萬 | 0.9% | +94+1.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 32,827 | $173.6 萬 | 0.9% | −306−0.9% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 10,021 | $154.0 萬 | 0.8% | +52+0.5% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,106 | $147.8 萬 | 0.7% | +170+1.3% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,492 | $134.1 萬 | 0.7% | −2,319−9.0% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,435 | $132.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,552 | $128.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,160 | $111.9 萬 | 0.6% | +71+3.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,759 | $107.7 萬 | 0.5% | −142−7.5% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 22,717 | $104.1 萬 | 0.5% | +4,828+27.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 25,284 | $102.6 萬 | 0.5% | −395−1.5% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,756 | $95.3 萬 | 0.5% | +62+0.9% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 4,654 | $94.8 萬 | 0.5% | +1,319+39.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 34,772 | $89.9 萬 | 0.4% | +915+2.7% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,102 | $84.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,139 | $83.6 萬 | 0.4% | +64+6.0% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 6,057 | $78.9 萬 | 0.4% | +3,257+116.3% | 加碼 | – |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 7,277 | $78.1 萬 | 0.4% | −156−2.1% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 954 | $72.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 37,375 | $72.3 萬 | 0.4% | +8,242+28.3% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 2,063 | $67.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 5,695 | $65.5 萬 | 0.3% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 3,779 | $64.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,180 | $64.4 萬 | 0.3% | +77+1.5% | 加碼 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $64.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,640 | $64.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,510 | $61.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 10,509 | $58.8 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,778 | $57.0 萬 | 0.3% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 3,012 | $55.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 7,960 | $52.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 4,940 | $51.5 萬 | 0.3% | +4,940 | 新進 | – |
| SPGIS&P Global Inc. | Stock | 1,057 | $51.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 4,650 | $51.1 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,424 | $49.8 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 979 | $49.2 萬 | 0.2% | +181+22.7% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 5,767 | $48.5 萬 | 0.2% | +375+7.0% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,500 | $47.3 萬 | 0.2% | +25+1.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 10,146 | $46.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,452 | $43.6 萬 | 0.2% | −54−1.0% | 減碼 | – |
| VVisa Inc. | Stock | 1,248 | $42.6 萬 | 0.2% | +25+2.0% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,746 | $42.2 萬 | 0.2% | −336−16.1% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 2,838 | $41.4 萬 | 0.2% | +170+6.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,425 | $41.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $35.6 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,278 | $35.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 702 | $33.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,656 | $32.5 萬 | 0.2% | −1,954−25.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 8,300 | $32.1 萬 | 0.2% | −30.0% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 992 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 2,266 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 5,800 | $29.6 萬 | 0.1% | +5,800 | 新進 | – |
| EXCExelon Corp | Stock | 6,191 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 5,971 | $27.7 萬 | 0.1% | −627−9.5% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,639 | $27.2 萬 | 0.1% | 00.0% | 不變 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 5,165 | $26.2 萬 | 0.1% | +5,165 | 新進 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $25.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 857 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 829 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,395 | $24.7 萬 | 0.1% | −41−1.7% | 減碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,173 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 359 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 2,370 | $23.5 萬 | 0.1% | +2,370 | 新進 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 2,583 | $23.4 萬 | 0.1% | 00.0% | 不變 | – |
| WECWec Energy Group, Inc. | Stock | 2,042 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,315 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 7,801 | $22.8 萬 | 0.1% | −3,186−29.0% | 減碼 | – |
| NOCNorthrop Grumman Corp | Stock | 371 | $22.6 萬 | 0.1% | +371 | 新進 | 歷史 |
| AXPAmerican Express Co | Stock | 666 | $22.1 萬 | 0.1% | +666 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 4,250 | $21.9 萬 | 0.1% | −300−6.6% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,065 | $21.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,297 | $21.0 萬 | 0.1% | +1,297 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,084 | $20.6 萬 | 0.1% | +1,084 | 新進 | – |
| ABTAbbott Laboratories | Stock | 1,512 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |