Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/11 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 100
- 較 2025 年第 4 季 −1
- 總值
- $1.99 億
- 較 2025 年第 4 季 −$586.1 萬 (−2.9%)
| 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 | 62,036 | $1,990 萬 | 10.0% | +1,281+2.1% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 36,448 | $1,397 萬 | 7.0% | −102−0.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,222 | $1,340 萬 | 6.7% | +211+0.9% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 190,637 | $1,302 萬 | 6.5% | +2,587+1.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 43,014 | $925.1 萬 | 4.6% | +146+0.3% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 151,766 | $768.1 萬 | 3.9% | +22,223+17.2% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 119,904 | $751.6 萬 | 3.8% | +1,545+1.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 28,957 | $734.9 萬 | 3.7% | +586+2.1% | 加碼 | 歷史 |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 44,666 | $709.8 萬 | 3.6% | −240−0.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,828 | $704.2 萬 | 3.5% | +744+7.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 64,887 | $601.9 萬 | 3.0% | −914−1.4% | 減碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 45,306 | $566.9 萬 | 2.8% | −2,742−5.7% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 18,919 | $454.0 萬 | 2.3% | −41−0.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 79,110 | $398.8 萬 | 2.0% | +4,307+5.8% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 16,059 | $375.8 萬 | 1.9% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 19,526 | $340.5 萬 | 1.7% | −685−3.4% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 66,699 | $299.1 萬 | 1.5% | +4,079+6.5% | 加碼 | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 27,336 | $298.9 萬 | 1.5% | −394−1.4% | 減碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 55,598 | $288.4 萬 | 1.4% | −3,088−5.3% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 26,962 | $260.7 萬 | 1.3% | −415−1.5% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 13,103 | $222.3 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 9,663 | $208.7 萬 | 1.0% | −309−3.1% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 81,104 | $208.0 萬 | 1.0% | +1,637+2.1% | 加碼 | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 32,320 | $181.6 萬 | 0.9% | −1,331−4.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $176.6 萬 | 0.9% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 32,776 | $175.0 萬 | 0.9% | −31−0.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 8,133 | $169.4 萬 | 0.9% | +10.0% | 加碼 | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 131,437 | $158.5 萬 | 0.8% | +4,335+3.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,471 | $157.4 萬 | 0.8% | −4−0.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 10,017 | $144.7 萬 | 0.7% | −40.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 24,304 | $137.8 萬 | 0.7% | +1,277+5.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 9,032 | $132.9 萬 | 0.7% | +16+0.2% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,131 | $121.9 萬 | 0.6% | +29+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 26,384 | $118.2 萬 | 0.6% | +744+2.9% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 46,148 | $117.9 萬 | 0.6% | +4,410+10.6% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 4,552 | $110.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,802 | $107.7 萬 | 0.5% | −5−0.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,607 | $96.5 萬 | 0.5% | +482+22.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 22,527 | $92.6 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 48,236 | $91.6 萬 | 0.5% | +3,635+8.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,574 | $90.1 萬 | 0.5% | +94+6.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 958 | $88.1 萬 | 0.4% | +4+0.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,358 | $85.9 萬 | 0.4% | +478+9.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,756 | $85.8 萬 | 0.4% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 3,233 | $79.0 萬 | 0.4% | +221+7.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,651 | $76.1 萬 | 0.4% | +11+0.4% | 加碼 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 14,324 | $74.6 萬 | 0.4% | −178−1.2% | 減碼 | – |
| KOCoca Cola Co | Stock | 8,009 | $60.9 萬 | 0.3% | +49+0.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 10,509 | $59.4 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 7,794 | $58.6 萬 | 0.3% | +25+0.3% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 2,071 | $57.8 萬 | 0.3% | +8+0.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,645 | $55.0 萬 | 0.3% | +44+0.7% | 加碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,715 | $54.6 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 4,436 | $51.4 萬 | 0.3% | −214−4.6% | 減碼 | – |
| NEENextera Energy Inc | Stock | 5,425 | $50.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,496 | $49.2 萬 | 0.2% | +5+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,026 | $49.2 萬 | 0.2% | +47+4.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734H106 | SHS | 10,146 | $47.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 9,200 | $45.8 萬 | 0.2% | +9,200 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 1,549 | $45.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,057 | $45.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,180 | $44.8 萬 | 0.2% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 3,779 | $43.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 9,139 | $42.2 萬 | 0.2% | −235−2.5% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 5,170 | $41.4 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,353 | $40.9 萬 | 0.2% | +23+1.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,059 | $40.1 萬 | 0.2% | −181−3.5% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,527 | $37.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $37.2 萬 | 0.2% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | Stock | 2,959 | $36.3 萬 | 0.2% | −24−0.8% | 減碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,855 | $34.9 萬 | 0.2% | 00.0% | 不變 | – |
| CPNGCoupang, Inc. | CL A | 18,000 | $34.0 萬 | 0.2% | −2,000−10.0% | 減碼 | 歷史 |
| MMM3M Co | Stock | 2,278 | $33.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 8,300 | $33.0 萬 | 0.2% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,222 | $32.7 萬 | 0.2% | −72−1.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 992 | $30.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 702 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 6,191 | $30.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EMREmerson Electric Co | Stock | 2,304 | $30.2 萬 | 0.2% | +38+1.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 5,868 | $28.5 萬 | 0.1% | +6+0.1% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,639 | $28.0 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 2,212 | $27.5 萬 | 0.1% | −58−2.6% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 904 | $27.3 萬 | 0.1% | +145+19.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,312 | $26.7 萬 | 0.1% | +15+1.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 5,315 | $26.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 5,165 | $26.0 萬 | 0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 371 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 2,583 | $25.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 857 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 829 | $23.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,817 | $23.8 萬 | 0.1% | +752+18.5% | 加碼 | – |
| WECWec Energy Group, Inc. | Stock | 2,042 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 5,579 | $23.6 萬 | 0.1% | +5,579 | 新進 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,450 | $23.5 萬 | 0.1% | +150+11.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 359 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 4,740 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,244 | $22.6 萬 | 0.1% | −400−15.1% | 減碼 | – |
| BACBank of America Corp | Stock | 4,410 | $21.5 萬 | 0.1% | +160+3.8% | 加碼 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 624 | $20.5 萬 | 0.1% | +624 | 新進 | – |
| KIOKKR Income Opportunities Fund | COM | 12,938 | $14.2 萬 | 0.1% | +12,938 | 新進 | 歷史 |
2025 年第 4 季之後清倉（5 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,173 | $25.5 萬 | 0.1% | 歷史 |
| PLYMPlymouth Industrial REIT, Inc. | COM | 10,305 | $22.5 萬 | 0.1% | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 4,617 | $20.5 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,063 | $20.4 萬 | 0.1% | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,097 | $20.1 萬 | 0.1% | – |