BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/3/15 申報。只含多頭部位。
- 持股檔數
- 115
- 2023 年第 3 季沒有申報
- 總值
- $1.43 億
- 2023 年第 3 季沒有申報
BlueChip Wealth Advisors LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 31,313 | $867.8 萬 | 6.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 53,541 | $844.9 萬 | 5.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,678 | $840.5 萬 | 5.9% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 110,229 | $839.2 萬 | 5.9% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 191,567 | $777.0 萬 | 5.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,325 | $493.2 萬 | 3.5% | – | – | – |
| AAPLApple Inc. | Stock | 23,807 | $458.4 萬 | 3.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,707 | $438.7 萬 | 3.1% | – | – | – |
| First Tr Exchange-Traded FD336917109 | SHS | 109,614 | $393.3 萬 | 2.8% | – | – | – |
| TFCTruist Financial Corp | COM | 105,057 | $387.9 萬 | 2.7% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 72,596 | $375.1 萬 | 2.6% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 26,551 | $302.8 萬 | 2.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 15,778 | $301.6 萬 | 2.1% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 35,175 | $281.5 萬 | 2.0% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 36,022 | $214.9 萬 | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 41,668 | $201.3 萬 | 1.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 29,297 | $190.2 萬 | 1.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 5,378 | $186.4 萬 | 1.3% | – | – | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 54,140 | $177.4 萬 | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,477 | $168.4 萬 | 1.2% | – | – | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 126,630 | $164.5 萬 | 1.2% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 25,216 | $161.6 萬 | 1.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 9,250 | $145.4 萬 | 1.0% | – | – | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 11,886 | $139.6 萬 | 1.0% | – | – | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 31,947 | $132.8 萬 | 0.9% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 13,604 | $129.5 萬 | 0.9% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 24,778 | $128.8 萬 | 0.9% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 30,127 | $121.3 萬 | 0.9% | – | – | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 15,927 | $121.2 萬 | 0.8% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,050 | $119.6 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 42,925 | $118.9 萬 | 0.8% | – | – | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 23,537 | $113.7 萬 | 0.8% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,541 | $105.2 萬 | 0.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,465 | $105.1 萬 | 0.7% | – | – | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 28,614 | $104.6 萬 | 0.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,364 | $103.2 萬 | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 19,749 | $102.1 萬 | 0.7% | – | – | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 72,500 | $101.0 萬 | 0.7% | – | – | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 18,552 | $92.5 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 76,217 | $92.0 萬 | 0.6% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 11,244 | $84.7 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,570 | $84.6 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 14,075 | $82.9 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,828 | $79.8 萬 | 0.6% | – | – | – |
| SOSouthern Co | Stock | 10,871 | $76.2 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 19,200 | $74.9 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 32,443 | $72.2 萬 | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 21,273 | $71.6 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 26,057 | $71.3 萬 | 0.5% | – | – | – |
| VVisa Inc. | Stock | 2,704 | $70.4 萬 | 0.5% | – | – | 歷史 |
| FSKFS KKR Capital Corp | COM | 33,753 | $67.4 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,047 | $65.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 12,740 | $65.3 萬 | 0.5% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,753 | $62.5 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,744 | $61.7 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 34,251 | $58.4 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,057 | $55.7 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,796 | $53.5 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 794 | $52.4 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 857 | $51.1 萬 | 0.4% | – | – | 歷史 |
| COPConocoPhillips | Stock | 4,336 | $50.3 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,671 | $49.5 萬 | 0.3% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,100 | $48.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,985 | $48.2 萬 | 0.3% | – | – | – |
| Listed FD Tr53656F573 | ETP | 21,831 | $47.4 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,199 | $45.1 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,522 | $42.8 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 1,632 | $42.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 8,309 | $41.9 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 14,969 | $41.6 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 833 | $41.3 萬 | 0.3% | – | – | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 27,740 | $40.9 萬 | 0.3% | – | – | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 11,102 | $40.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,172 | $39.8 萬 | 0.3% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 8,248 | $39.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,656 | $39.3 萬 | 0.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,544 | $37.0 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 3,685 | $36.8 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,250 | $35.3 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,423 | $34.4 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,441 | $34.1 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,917 | $33.3 萬 | 0.2% | – | – | – |
| LLYEli Lilly & Co | Stock | 566 | $33.0 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,901 | $32.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $32.2 萬 | 0.2% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,433 | $31.4 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,795 | $30.5 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 13,747 | $29.4 萬 | 0.2% | – | – | – |
| SYYSysco Corp | Stock | 4,000 | $29.3 萬 | 0.2% | – | – | 歷史 |
| Pacer FDS Tr69374H865 | EMRG MKT CASH | 14,385 | $29.0 萬 | 0.2% | – | – | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 9,243 | $28.9 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 1,162 | $28.9 萬 | 0.2% | – | – | 歷史 |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 4,885 | $28.8 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 4,021 | $28.5 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 5,813 | $27.0 萬 | 0.2% | – | – | – |
| MASMasco Corp | COM | 4,000 | $26.8 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,644 | $26.7 萬 | 0.2% | – | – | – |
| INTUIntuit Inc. | Stock | 426 | $26.6 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,351 | $26.5 萬 | 0.2% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 5,381 | $26.3 萬 | 0.2% | – | – | – |