BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/30 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 122
- 較 2023 年第 4 季 +7
- 總值
- $1.55 億
- 較 2023 年第 4 季 +$1,245 萬 (+8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 111,580 | $899.7 萬 | 5.8% | +1,351+1.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,039 | $891.4 萬 | 5.7% | −639−3.6% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 142,489 | $865.5 萬 | 5.6% | −14,076−9.0% | 減碼依 5 比 1 拆股換算 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 190,515 | $804.5 萬 | 5.2% | −1,052−0.5% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 36,159 | $612.5 萬 | 3.9% | −17,382−32.5% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 97,515 | $566.7 萬 | 3.7% | +72,737+293.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,258 | $539.3 萬 | 3.5% | −67−0.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,246 | $499.4 萬 | 3.2% | +539+5.0% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 127,929 | $492.3 萬 | 3.2% | +18,315+16.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 75,622 | $424.8 萬 | 2.7% | +3,026+4.2% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 122,476 | $391.8 萬 | 2.5% | +122,476 | 新進 | – |
| AAPLApple Inc. | Stock | 20,311 | $348.3 萬 | 2.2% | −3,496−14.7% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 16,068 | $330.6 萬 | 2.1% | +290+1.8% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 79,951 | $311.7 萬 | 2.0% | −25,106−23.9% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 78,961 | $307.0 萬 | 2.0% | +50,347+176.0% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 35,306 | $302.4 萬 | 1.9% | +131+0.4% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 41,459 | $222.7 萬 | 1.4% | +21,710+109.9% | 加碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 31,957 | $222.6 萬 | 1.4% | +6,741+26.7% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 5,780 | $221.7 萬 | 1.4% | +402+7.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 36,008 | $214.7 萬 | 1.4% | −140.0% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 58,583 | $204.0 萬 | 1.3% | +4,443+8.2% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 29,297 | $198.8 萬 | 1.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 38,231 | $184.5 萬 | 1.2% | −3,437−8.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,976 | $167.3 萬 | 1.1% | −501−11.2% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 13,918 | $164.7 萬 | 1.1% | −12,633−47.6% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 12,118 | $150.1 萬 | 1.0% | +232+2.0% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 29,005 | $142.6 萬 | 0.9% | +20,757+251.7% | 加碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 46,960 | $138.7 萬 | 0.9% | +4,035+9.4% | 加碼 | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 87,237 | $126.8 萬 | 0.8% | +14,737+20.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,463 | $126.7 萬 | 0.8% | +413+3.7% | 加碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 14,459 | $122.8 萬 | 0.8% | −1,468−9.2% | 減碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 30,127 | $120.7 萬 | 0.8% | 00.0% | 不變 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 11,798 | $119.7 萬 | 0.8% | −1,806−13.3% | 減碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 23,758 | $118.9 萬 | 0.8% | +5,206+28.1% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,517 | $118.5 萬 | 0.8% | +52+1.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,410 | $115.8 萬 | 0.7% | +46+1.9% | 加碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 23,537 | $114.2 萬 | 0.7% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,541 | $106.0 萬 | 0.7% | 00.0% | 不變 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 11,191 | $91.1 萬 | 0.6% | −53−0.5% | 減碼 | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 76,329 | $90.5 萬 | 0.6% | −50,301−39.7% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,884 | $87.5 萬 | 0.6% | +56+1.2% | 加碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 20,451 | $84.3 萬 | 0.5% | −11,496−36.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 19,200 | $79.1 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 26,057 | $75.0 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 32,443 | $73.9 萬 | 0.5% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,753 | $73.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GPNGlobal Payments Inc | Stock | 5,333 | $71.3 萬 | 0.5% | +5,333 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 11,375 | $69.6 萬 | 0.4% | −2,700−19.2% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 9,397 | $67.4 萬 | 0.4% | −1,474−13.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,367 | $66.4 萬 | 0.4% | −377−21.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,048 | $65.1 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,570 | $64.4 萬 | 0.4% | −2,000−35.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 52,473 | $62.1 萬 | 0.4% | −23,744−31.2% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,642 | $59.7 萬 | 0.4% | −1,098−8.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 34,881 | $59.2 萬 | 0.4% | +630+1.8% | 加碼 | – |
| VVisa Inc. | Stock | 2,057 | $57.4 萬 | 0.4% | −647−23.9% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 4,336 | $55.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,100 | $52.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 9,791 | $49.6 萬 | 0.3% | +1,482+17.8% | 加碼 | – |
| BACBank of America Corp | Stock | 12,665 | $48.0 萬 | 0.3% | −8,608−40.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 7,199 | $47.4 萬 | 0.3% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,671 | $47.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 14,969 | $46.5 萬 | 0.3% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,604 | $45.6 萬 | 0.3% | +82+3.3% | 加碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,422 | $45.4 萬 | 0.3% | +250+4.1% | 加碼 | – |
| FSKFS KKR Capital Corp | COM | 23,753 | $45.3 萬 | 0.3% | −10,000−29.6% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,887 | $44.7 萬 | 0.3% | −1,098−9.2% | 減碼 | – |
| Listed FD Tr53656F573 | ETP | 19,437 | $43.3 萬 | 0.3% | −2,394−11.0% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,656 | $43.0 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,818 | $42.9 萬 | 0.3% | −978−25.8% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,685 | $42.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 27,740 | $42.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 25,878 | $41.3 萬 | 0.3% | +25,878 | 新進 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 11,980 | $41.3 萬 | 0.3% | +11,980 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,544 | $40.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI India ETF46429B598 | ETF | 7,741 | $39.9 萬 | 0.3% | +2,360+43.9% | 加碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 11,102 | $39.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 794 | $39.3 萬 | 0.3% | −263−24.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,439 | $38.6 萬 | 0.2% | +189+8.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,902 | $38.1 萬 | 0.2% | +1+0.1% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 16,612 | $37.3 萬 | 0.2% | +2,865+20.8% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 4,423 | $37.2 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,795 | $36.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 4,597 | $36.9 萬 | 0.2% | +4,597 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,917 | $35.8 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 393 | $35.5 萬 | 0.2% | −440−52.8% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $35.3 萬 | 0.2% | 00.0% | 不變 | – |
| SYYSysco Corp | Stock | 4,000 | $32.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NUVNuveen Municipal Value Fund Inc | COM | 36,945 | $32.2 萬 | 0.2% | +11,500+45.2% | 加碼 | 歷史 |
| MASMasco Corp | COM | 4,000 | $31.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,433 | $31.5 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 4,021 | $30.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,496 | $30.7 萬 | 0.2% | +141+10.4% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,351 | $30.6 萬 | 0.2% | 00.0% | 不變 | – |
| BATRAAtlanta Braves Holdings, Inc. | COM SER A | 7,060 | $29.6 萬 | 0.2% | +7,060 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,520 | $29.3 萬 | 0.2% | −112−6.9% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 4,828 | $29.2 萬 | 0.2% | −57−1.2% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,342 | $28.8 萬 | 0.2% | +2,342 | 新進 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,644 | $28.3 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 2,752 | $27.3 萬 | 0.2% | 00.0% | 不變 | – |
2023 年第 4 季之後清倉（10 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 9,250 | $145.4 萬 | 1.0% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,441 | $34.1 萬 | 0.2% | 歷史 |
| LLYEli Lilly & Co | Stock | 566 | $33.0 萬 | 0.2% | 歷史 |
| TSLATesla, Inc. | Stock | 1,162 | $28.9 萬 | 0.2% | 歷史 |
| INTUIntuit Inc. | Stock | 426 | $26.6 萬 | 0.2% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 4,557 | $23.9 萬 | 0.2% | – |
| ANETArista Networks, Inc. | COM | 923 | $21.7 萬 | 0.2% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,570 | $21.5 萬 | 0.2% | – |
| IDXXIDEXX Laboratories Inc | COM | 365 | $20.3 萬 | 0.1% | 歷史 |
| ProShares Tr74347B714 | SHORT QQQ NEW | 19,281 | $18.3 萬 | 0.1% | – |