Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/19 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 101
- 較 2025 年第 3 季 −3
- 總值
- $2.05 億
- 較 2025 年第 3 季 +$268.3 萬 (+1.3%)
| 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 | 60,755 | $2,037 萬 | 9.9% | +2,410+4.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,011 | $1,414 萬 | 6.9% | +1,192+5.5% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 36,550 | $1,316 萬 | 6.4% | +391+1.1% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 188,050 | $1,306 萬 | 6.4% | +3,756+2.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 42,868 | $942.2 萬 | 4.6% | −250−0.6% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 118,359 | $845.7 萬 | 4.1% | +1,179+1.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 28,371 | $771.3 萬 | 3.8% | −95−0.3% | 減碼 | 歷史 |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 44,906 | $726.8 萬 | 3.5% | −726−1.6% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,084 | $687.6 萬 | 3.4% | +289+3.0% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 129,543 | $655.4 萬 | 3.2% | +13,575+11.7% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 48,048 | $636.0 萬 | 3.1% | +41,991+693.3% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 65,801 | $608.7 萬 | 3.0% | −1,734−2.6% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 18,960 | $474.6 萬 | 2.3% | −309−1.6% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 16,059 | $432.3 萬 | 2.1% | −178−1.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 74,803 | $387.1 萬 | 1.9% | −1,005−1.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 20,211 | $376.9 萬 | 1.8% | +346+1.7% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 27,730 | $360.7 萬 | 1.8% | −425−1.5% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 58,686 | $339.9 萬 | 1.7% | −754−1.3% | 減碼依 2 比 1 拆股換算 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 27,377 | $283.5 萬 | 1.4% | −83,827−75.4% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 62,620 | $278.7 萬 | 1.4% | +2,112+3.5% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 9,972 | $229.6 萬 | 1.1% | −48−0.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 79,467 | $213.8 萬 | 1.0% | −52−0.1% | 減碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 33,651 | $203.1 萬 | 1.0% | −82−0.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 8,132 | $187.7 萬 | 0.9% | +137+1.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $187.1 萬 | 0.9% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 32,807 | $179.9 萬 | 0.9% | −20−0.1% | 減碼 | – |
| ORCLOracle Corp | Stock | 9,016 | $175.7 萬 | 0.9% | −24−0.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,475 | $171.4 萬 | 0.8% | +40+0.7% | 加碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 127,102 | $164.0 萬 | 0.8% | +2,084+1.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,103 | $157.7 萬 | 0.8% | −30.0% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 10,021 | $143.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,552 | $134.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,027 | $131.8 萬 | 0.6% | −465−2.0% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 25,640 | $117.6 萬 | 0.6% | +2,923+12.9% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,807 | $113.3 萬 | 0.6% | +48+2.7% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 41,738 | $109.5 萬 | 0.5% | +6,966+20.0% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,102 | $106.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,125 | $102.8 萬 | 0.5% | −35−1.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 954 | $102.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,480 | $97.7 萬 | 0.5% | +341+29.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,756 | $96.0 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 22,527 | $93.6 萬 | 0.5% | −2,757−10.9% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 4,880 | $89.9 萬 | 0.4% | +226+4.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 44,601 | $86.5 萬 | 0.4% | +7,226+19.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,640 | $82.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 14,502 | $82.5 萬 | 0.4% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| CEGConstellation Energy Corp | Stock | 2,063 | $72.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,012 | $62.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,180 | $60.9 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 10,509 | $60.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,715 | $59.5 萬 | 0.3% | +775+15.7% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,769 | $58.3 萬 | 0.3% | −9−0.1% | 減碼 | – |
| BXBlackstone Inc. | COM | 3,779 | $58.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 7,960 | $55.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,601 | $55.3 萬 | 0.3% | +834+14.5% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 1,057 | $55.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 5,170 | $54.6 萬 | 0.3% | −525−9.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 4,650 | $54.4 萬 | 0.3% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,491 | $51.3 萬 | 0.3% | −19−1.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,549 | $49.9 萬 | 0.2% | +49+3.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 979 | $49.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,374 | $48.6 萬 | 0.2% | −50−0.5% | 減碼 | – |
| CPNGCoupang, Inc. | CL A | 20,000 | $47.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 10,146 | $46.8 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,330 | $46.7 萬 | 0.2% | +82+6.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,425 | $43.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,240 | $41.8 萬 | 0.2% | −212−3.9% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 2,983 | $39.1 萬 | 0.2% | +145+5.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,527 | $37.6 萬 | 0.2% | −219−12.5% | 減碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $36.5 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,278 | $36.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 702 | $35.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,855 | $34.9 萬 | 0.2% | +1,055+18.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 8,300 | $32.7 萬 | 0.2% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,294 | $31.9 萬 | 0.2% | −362−6.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 992 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 2,266 | $30.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 759 | $28.1 萬 | 0.1% | +93+14.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 5,862 | $27.8 萬 | 0.1% | −109−1.8% | 減碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,297 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,639 | $27.5 萬 | 0.1% | 00.0% | 不變 | – |
| EXCExelon Corp | Stock | 6,191 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 5,165 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,644 | $25.6 萬 | 0.1% | 00.0% | 不變 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,173 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,270 | $25.3 萬 | 0.1% | −125−5.2% | 減碼 | 歷史 |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 4,740 | $24.9 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 857 | $24.9 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 2,583 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 359 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 829 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 4,250 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,065 | $22.3 萬 | 0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 5,315 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,042 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 371 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 4,617 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,063 | $20.4 萬 | 0.1% | −21−1.9% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,300 | $20.2 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。