BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/12 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 137
- 較 2024 年第 1 季 +15
- 總值
- $1.70 億
- 較 2024 年第 1 季 +$1,472 萬 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 16,929 | $921.3 萬 | 5.4% | −110−0.6% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 113,398 | $881.8 萬 | 5.2% | +1,818+1.6% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 141,819 | $829.9 萬 | 4.9% | −670−0.5% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 178,490 | $727.3 萬 | 4.3% | −12,025−6.3% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 116,090 | $632.6 萬 | 3.7% | +18,575+19.0% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 157,270 | $596.5 萬 | 3.5% | +29,341+22.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,346 | $566.2 萬 | 3.3% | +88+0.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,243 | $538.7 萬 | 3.2% | −30.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,553 | $534.8 萬 | 3.1% | −3,606−10.0% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 81,287 | $445.0 萬 | 2.6% | +5,665+7.5% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 133,166 | $438.0 萬 | 2.6% | +10,690+8.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 20,542 | $432.7 萬 | 2.5% | +231+1.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,296 | $371.9 萬 | 2.2% | +1,228+7.6% | 加碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 84,202 | $325.9 萬 | 1.9% | +5,241+6.6% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 61,080 | $310.8 萬 | 1.8% | +61,080 | 新進 | – |
| TFCTruist Financial Corp | COM | 70,901 | $275.5 萬 | 1.6% | −9,050−11.3% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 36,406 | $275.4 萬 | 1.6% | +4,449+13.9% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 29,580 | $248.6 萬 | 1.5% | −5,726−16.2% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 47,451 | $239.7 萬 | 1.4% | +5,992+14.5% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,723 | $231.4 萬 | 1.4% | +943+16.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 63,217 | $211.0 萬 | 1.2% | +4,634+7.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 17,057 | $210.7 萬 | 1.2% | +13,127+334.0% | 加碼依 10 比 1 拆股換算 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,635 | $207.2 萬 | 1.2% | +659+16.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 32,663 | $194.7 萬 | 1.1% | −3,345−9.3% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 27,889 | $188.4 萬 | 1.1% | −1,408−4.8% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 37,112 | $178.3 萬 | 1.1% | −1,119−2.9% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 48,551 | $147.9 萬 | 0.9% | +1,591+3.4% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 11,996 | $136.1 萬 | 0.8% | −1,922−13.8% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,517 | $128.2 萬 | 0.8% | 00.0% | 不變 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 25,579 | $127.9 萬 | 0.8% | +1,821+7.7% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 9,250 | $126.6 萬 | 0.7% | +9,250 | 新進 | 歷史 |
| American Centy ETF Tr025072307 | US QUALITY GROW | 14,699 | $126.4 萬 | 0.7% | +240+1.7% | 加碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 10,090 | $124.4 萬 | 0.7% | −2,028−16.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,420 | $121.0 萬 | 0.7% | +10+0.4% | 加碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 29,166 | $115.8 萬 | 0.7% | −961−3.2% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 26,472 | $115.3 萬 | 0.7% | −2,533−8.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,286 | $109.7 萬 | 0.6% | −1,177−10.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,660 | $109.4 萬 | 0.6% | +2,090+58.5% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 22,403 | $108.7 萬 | 0.6% | −1,134−4.8% | 減碼 | – |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 69,036 | $108.5 萬 | 0.6% | +43,158+166.8% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,503 | $105.7 萬 | 0.6% | −38−0.4% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,874 | $94.9 萬 | 0.6% | −1,924−16.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,757 | $88.6 萬 | 0.5% | +390+28.5% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,954 | $85.3 萬 | 0.5% | −237−2.1% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,849 | $84.6 萬 | 0.5% | −35−0.7% | 減碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 20,427 | $83.0 萬 | 0.5% | −24−0.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 19,200 | $81.7 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 69,367 | $81.2 萬 | 0.5% | +16,894+32.2% | 加碼 | – |
| FSKFS KKR Capital Corp | COM | 39,658 | $78.2 萬 | 0.5% | +15,905+67.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,896 | $76.0 萬 | 0.4% | +839+40.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 885 | $75.2 萬 | 0.4% | +588+198.0% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 11,690 | $74.4 萬 | 0.4% | +315+2.8% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 26,057 | $74.0 萬 | 0.4% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 9,524 | $73.9 萬 | 0.4% | +127+1.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 21,350 | $72.8 萬 | 0.4% | +21,350 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,730 | $70.4 萬 | 0.4% | −23−1.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,756 | $68.9 萬 | 0.4% | +938+33.3% | 加碼 | 歷史 |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 46,237 | $66.2 萬 | 0.4% | −41,000−47.0% | 減碼 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 54,440 | $62.1 萬 | 0.4% | −21,889−28.7% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 12,975 | $61.6 萬 | 0.4% | −73−0.6% | 減碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 18,442 | $60.3 萬 | 0.4% | +7,340+66.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 19,676 | $58.5 萬 | 0.3% | +19,676 | 新進 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,283 | $57.8 萬 | 0.3% | −359−3.1% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,994 | $57.5 萬 | 0.3% | +1,309+35.5% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 6,367 | $55.7 萬 | 0.3% | +1,770+38.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 32,381 | $55.0 萬 | 0.3% | −2,500−7.2% | 減碼 | – |
| GPNGlobal Payments Inc | Stock | 5,527 | $53.4 萬 | 0.3% | +194+3.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 23,620 | $52.7 萬 | 0.3% | −8,823−27.2% | 減碼 | – |
| BACBank of America Corp | Stock | 12,666 | $50.4 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,100 | $50.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 4,326 | $49.5 萬 | 0.3% | −10−0.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 15,692 | $48.7 萬 | 0.3% | +723+4.8% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,213 | $47.8 萬 | 0.3% | +326+3.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 13,401 | $47.5 萬 | 0.3% | +13,401 | 新進 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,714 | $45.5 萬 | 0.3% | +292+4.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,481 | $45.2 萬 | 0.3% | +2,481 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 10,406 | $44.8 萬 | 0.3% | +10,406 | 新進 | – |
| Listed FD Tr53656F573 | ETP | 20,112 | $44.7 萬 | 0.3% | +675+3.5% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 8,802 | $44.6 萬 | 0.3% | −989−10.1% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,656 | $44.3 萬 | 0.3% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,731 | $44.1 萬 | 0.3% | +60+3.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,606 | $43.0 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 27,740 | $42.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,099 | $42.5 萬 | 0.3% | +197+10.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 11,980 | $42.4 萬 | 0.2% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | COM | 1,186 | $41.6 萬 | 0.2% | +1,186 | 新進 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,544 | $39.1 萬 | 0.2% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 746 | $38.0 萬 | 0.2% | −48−6.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 418 | $37.9 萬 | 0.2% | +418 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $36.8 萬 | 0.2% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 2,945 | $36.5 萬 | 0.2% | +150+5.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,460 | $36.0 萬 | 0.2% | +21+0.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,423 | $35.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,098 | $35.6 萬 | 0.2% | +7,098 | 新進 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,953 | $35.5 萬 | 0.2% | +36+1.9% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,864 | $35.5 萬 | 0.2% | +431+12.6% | 加碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 3,510 | $35.1 萬 | 0.2% | +3,510 | 新進 | – |
| iShares MSCI India ETF46429B598 | ETF | 6,163 | $34.4 萬 | 0.2% | −1,578−20.4% | 減碼 | – |
| NUVNuveen Municipal Value Fund Inc | COM | 36,945 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,887 | $31.7 萬 | 0.2% | −2,312−32.1% | 減碼 | – |
2024 年第 1 季之後清倉（8 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 16,612 | $37.3 萬 | 0.2% | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 4,250 | $26.8 萬 | 0.2% | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,353 | $24.7 萬 | 0.2% | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,888 | $21.7 萬 | 0.1% | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 1,759 | $21.7 萬 | 0.1% | – |
| DALDelta Air Lines, Inc. | COM NEW | 4,287 | $20.5 萬 | 0.1% | 歷史 |
| UVXYProShares Trust II | ULTRA VIX SHORT | 27,971 | $17.7 萬 | 0.1% | 歷史 |
| SHCRSharecare, Inc. | COM CL A | 25,000 | $1.92 萬 | <0.1% | 歷史 |