Plotkin Financial Advisors, LLC
- SEC CIK
- 0001826394
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 110
- 較 2026 年第 1 季 +10
- 總值
- $2.41 億
- 較 2026 年第 1 季 +$4,188 萬 (+21.0%)
| 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 | 61,708 | $2,283 萬 | 9.5% | −328−0.5% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 33,547 | $2,200 萬 | 9.1% | −2,901−8.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 23,461 | $1,728 萬 | 7.2% | +239+1.0% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 193,183 | $1,566 萬 | 6.5% | +2,546+1.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 120,316 | $1,081 萬 | 4.5% | +412+0.3% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 43,511 | $1,030 萬 | 4.3% | +497+1.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 29,022 | $839.8 萬 | 3.5% | +65+0.2% | 加碼 | 歷史 |
| First Trust Multi Cap Growth Alphadex Fund33733F101 | ETF | 41,711 | $834.1 萬 | 3.5% | −2,955−6.6% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 164,890 | $833.8 萬 | 3.5% | +13,124+8.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,876 | $812.2 萬 | 3.4% | +48+0.4% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 44,303 | $628.6 萬 | 2.6% | −1,003−2.2% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 18,100 | $620.5 萬 | 2.6% | −819−4.3% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 60,038 | $563.9 萬 | 2.3% | −4,849−7.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 79,135 | $436.0 萬 | 1.8% | +250.0% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 15,320 | $405.6 萬 | 1.7% | −739−4.6% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 19,647 | $393.1 萬 | 1.6% | +121+0.6% | 加碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 26,431 | $355.7 萬 | 1.5% | −905−3.3% | 減碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 9,621 | $322.0 萬 | 1.3% | −42−0.4% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 69,488 | $317.6 萬 | 1.3% | +2,789+4.2% | 加碼 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 46,524 | $313.5 萬 | 1.3% | −9,074−16.3% | 減碼 | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 26,444 | $274.9 萬 | 1.1% | −518−1.9% | 減碼 | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 11,118 | $241.5 萬 | 1.0% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 81,645 | $240.3 萬 | 1.0% | +541+0.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,728 | $204.7 萬 | 0.8% | +257+4.7% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 8,340 | $198.8 萬 | 0.8% | +207+2.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 32,658 | $191.0 萬 | 0.8% | −118−0.4% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 5,298 | $180.7 萬 | 0.7% | −60−1.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | Stock | 13,130 | $179.5 萬 | 0.7% | +13,130 | 新進 | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 28,589 | $178.6 萬 | 0.7% | −3,731−11.5% | 減碼 | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 127,711 | $153.6 萬 | 0.6% | −3,726−2.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 50,790 | $149.3 萬 | 0.6% | +4,642+10.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 10,017 | $146.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 23,562 | $133.1 萬 | 0.6% | −742−3.1% | 減碼 | – |
| ORCLOracle Corp | Stock | 9,060 | $132.8 萬 | 0.6% | +28+0.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,131 | $130.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,552 | $128.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,822 | $125.1 萬 | 0.5% | +20+1.1% | 加碼 | – |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 5,180 | $119.5 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 25,930 | $116.0 萬 | 0.5% | −454−1.7% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 964 | $115.6 萬 | 0.5% | +6+0.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 6,748 | $107.7 萬 | 0.4% | −8−0.1% | 減碼 | – |
| First Tr Exch Traded FD III33739P855 | INSTL PFD SECS | 55,446 | $107.0 萬 | 0.4% | +7,210+14.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,827 | $105.5 萬 | 0.4% | +220+8.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,668 | $94.3 萬 | 0.4% | +17+0.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 20,645 | $90.9 萬 | 0.4% | −1,882−8.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,595 | $89.8 萬 | 0.4% | +21+1.3% | 加碼 | 歷史 |
| ProShares Tr74347R305 | PSHS ULTRA DOW30 | 12,589 | $82.5 萬 | 0.3% | −1,735−12.1% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 3,233 | $82.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,312 | $76.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 8,011 | $72.2 萬 | 0.3% | +217+2.8% | 加碼 | – |
| Direxion Shs ETF Tr25459W458 | DLY SCOND 3XBU | 2,704 | $72.1 萬 | 0.3% | +2,704 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 4,436 | $69.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 5,775 | $67.6 萬 | 0.3% | +60+1.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,337 | $66.9 萬 | 0.3% | +311+30.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 8,009 | $65.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 10,509 | $63.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 7,140 | $59.0 萬 | 0.2% | +495+7.4% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 3,357 | $57.0 萬 | 0.2% | +398+13.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,658 | $54.3 萬 | 0.2% | +109+7.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,496 | $52.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,071 | $51.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 10,142 | $50.5 萬 | 0.2% | +942+10.2% | 加碼 | – |
| First Tr Exchange Traded FD33738R720 | NASDQ ARTFCIAL | 8,918 | $50.2 萬 | 0.2% | −221−2.4% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 10,146 | $48.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,625 | $48.8 萬 | 0.2% | +98+6.4% | 加碼 | – |
| VVisa Inc. | Stock | 1,414 | $48.5 萬 | 0.2% | +61+4.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 5,425 | $47.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 5,254 | $47.6 萬 | 0.2% | +84+1.6% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,659 | $44.7 萬 | 0.2% | +600+11.9% | 加碼 | – |
| ProShares Tr74347R669 | PSHS ULT SEMICDT | 4,277 | $44.6 萬 | 0.2% | −463−9.8% | 減碼 | – |
| BXBlackstone Inc. | COM | 3,779 | $44.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 7,284 | $43.5 萬 | 0.2% | +7,284 | 新進 | – |
| SPGIS&P Global Inc. | Stock | 1,037 | $42.2 萬 | 0.2% | −20−1.9% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 1,699 | $41.2 萬 | 0.2% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 2,278 | $36.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 1,052 | $35.6 萬 | 0.1% | +148+16.4% | 加碼 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,855 | $35.0 萬 | 0.1% | 00.0% | 不變 | – |
| MUMicron Technology Inc | Stock | 303 | $35.0 萬 | 0.1% | +303 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 8,300 | $33.9 萬 | 0.1% | 00.0% | 不變 | – |
| EMREmerson Electric Co | Stock | 2,304 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 2,551 | $32.5 萬 | 0.1% | −32−1.2% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 5,222 | $32.5 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 1,725 | $32.0 萬 | 0.1% | +275+19.0% | 加碼 | – |
| MCOMoodys Corp | Stock | 702 | $31.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPNGCoupang, Inc. | CL A | 18,000 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,255 | $30.9 萬 | 0.1% | +1,255 | 新進 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 5,776 | $30.2 萬 | 0.1% | −92−1.6% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,278 | $29.6 萬 | 0.1% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 5,518 | $29.6 萬 | 0.1% | +701+14.6% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 6,963 | $29.4 萬 | 0.1% | +1,384+24.8% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 400 | $28.9 萬 | 0.1% | +400 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 6,191 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 450 | $28.8 萬 | 0.1% | −174−27.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,428 | $27.6 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 359 | $26.9 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 992 | $26.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,244 | $26.4 萬 | 0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 829 | $26.1 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 | – |
| BACBank of America Corp | Stock | 4,410 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。