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 |
|---|---|---|---|---|---|---|---|
| CLMCornerstone Strategic Investment Fund, Inc. | COM | 13,088 | $10.1 萬 | 0.1% | +13,088 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,025 | $20.4 萬 | 0.1% | +1,025 | 新進 | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 2,109 | $20.5 萬 | 0.1% | −643−23.4% | 減碼 | – |
| CBChubb Ltd | Stock | 802 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 6,129 | $20.9 萬 | 0.1% | +6,129 | 新進 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,402 | $21.9 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 5,448 | $22.3 萬 | 0.1% | +5,448 | 新進 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 2,392 | $22.6 萬 | 0.1% | 00.0% | 不變 | – |
| Pacer FDS Tr69374H725 | LUNT MDCAP MLT | 5,145 | $22.6 萬 | 0.1% | +193+3.9% | 加碼 | – |
| URIUnited Rentals, Inc. | COM | 358 | $23.2 萬 | 0.1% | +21+6.2% | 加碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 7,391 | $23.8 萬 | 0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 433 | $24.1 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 812 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 548 | $24.4 萬 | 0.1% | +548 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 5,602 | $24.6 萬 | 0.1% | −300−5.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,508 | $24.9 萬 | 0.1% | +1,508 | 新進 | 歷史 |
| BATRAAtlanta Braves Holdings, Inc. | COM SER A | 6,060 | $25.0 萬 | 0.1% | −1,000−14.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 3,427 | $25.2 萬 | 0.1% | −594−14.8% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 986 | $25.4 萬 | 0.1% | +986 | 新進 | 歷史 |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 5,401 | $26.2 萬 | 0.2% | +119+2.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 7,579 | $26.5 萬 | 0.2% | +7,579 | 新進 | – |
| MASMasco Corp | COM | 4,000 | $26.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 8,843 | $26.8 萬 | 0.2% | +452+5.4% | 加碼 | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,747 | $27.4 萬 | 0.2% | +103+2.2% | 加碼 | – |
| ORealty Income Corp | REIT | 5,208 | $27.5 萬 | 0.2% | +5,208 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,520 | $27.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 414 | $27.9 萬 | 0.2% | +414 | 新進 | 歷史 |
| Pacer FDS Tr69374H865 | EMRG MKT CASH | 13,784 | $28.0 萬 | 0.2% | +678+5.2% | 加碼 | – |
| INTUIntuit Inc. | Stock | 426 | $28.0 萬 | 0.2% | +426 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,794 | $28.1 萬 | 0.2% | +84+4.9% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,342 | $28.3 萬 | 0.2% | 00.0% | 不變 | – |
| SYYSysco Corp | Stock | 4,000 | $28.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 4,920 | $29.1 萬 | 0.2% | +92+1.9% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,426 | $29.2 萬 | 0.2% | −70−4.7% | 減碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,351 | $29.5 萬 | 0.2% | 00.0% | 不變 | – |
| CIONCION Investment Corp | COM | 24,564 | $29.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 7,450 | $30.2 萬 | 0.2% | +7,450 | 新進 | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,887 | $31.7 萬 | 0.2% | −2,312−32.1% | 減碼 | – |
| NUVNuveen Municipal Value Fund Inc | COM | 36,945 | $31.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 6,163 | $34.4 萬 | 0.2% | −1,578−20.4% | 減碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 3,510 | $35.1 萬 | 0.2% | +3,510 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,864 | $35.5 萬 | 0.2% | +431+12.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,953 | $35.5 萬 | 0.2% | +36+1.9% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,098 | $35.6 萬 | 0.2% | +7,098 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 4,423 | $35.9 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 2,460 | $36.0 萬 | 0.2% | +21+0.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,945 | $36.5 萬 | 0.2% | +150+5.4% | 加碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $36.8 萬 | 0.2% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 418 | $37.9 萬 | 0.2% | +418 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 746 | $38.0 萬 | 0.2% | −48−6.0% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,544 | $39.1 萬 | 0.2% | 00.0% | 不變 | – |
| ANETArista Networks, Inc. | COM | 1,186 | $41.6 萬 | 0.2% | +1,186 | 新進 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 11,980 | $42.4 萬 | 0.2% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 2,099 | $42.5 萬 | 0.3% | +197+10.4% | 加碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 27,740 | $42.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,606 | $43.0 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,731 | $44.1 萬 | 0.3% | +60+3.6% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,656 | $44.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 8,802 | $44.6 萬 | 0.3% | −989−10.1% | 減碼 | – |
| Listed FD Tr53656F573 | ETP | 20,112 | $44.7 萬 | 0.3% | +675+3.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 10,406 | $44.8 萬 | 0.3% | +10,406 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 2,481 | $45.2 萬 | 0.3% | +2,481 | 新進 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,714 | $45.5 萬 | 0.3% | +292+4.5% | 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 Tr464287234 | MSCI EMG MKT ETF | 11,213 | $47.8 萬 | 0.3% | +326+3.0% | 加碼 | – |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 15,692 | $48.7 萬 | 0.3% | +723+4.8% | 加碼 | – |
| COPConocoPhillips | Stock | 4,326 | $49.5 萬 | 0.3% | −10−0.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,100 | $50.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 12,666 | $50.4 萬 | 0.3% | +10.0% | 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 | – |
| GPNGlobal Payments Inc | Stock | 5,527 | $53.4 萬 | 0.3% | +194+3.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 32,381 | $55.0 萬 | 0.3% | −2,500−7.2% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 6,367 | $55.7 萬 | 0.3% | +1,770+38.5% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,994 | $57.5 萬 | 0.3% | +1,309+35.5% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,283 | $57.8 萬 | 0.3% | −359−3.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 19,676 | $58.5 萬 | 0.3% | +19,676 | 新進 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 18,442 | $60.3 萬 | 0.4% | +7,340+66.1% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,975 | $61.6 萬 | 0.4% | −73−0.6% | 減碼 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 54,440 | $62.1 萬 | 0.4% | −21,889−28.7% | 減碼 | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 46,237 | $66.2 萬 | 0.4% | −41,000−47.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,756 | $68.9 萬 | 0.4% | +938+33.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,730 | $70.4 萬 | 0.4% | −23−1.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 21,350 | $72.8 萬 | 0.4% | +21,350 | 新進 | – |
| SOSouthern Co | Stock | 9,524 | $73.9 萬 | 0.4% | +127+1.4% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 26,057 | $74.0 萬 | 0.4% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 11,690 | $74.4 萬 | 0.4% | +315+2.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 885 | $75.2 萬 | 0.4% | +588+198.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,896 | $76.0 萬 | 0.4% | +839+40.8% | 加碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 39,658 | $78.2 萬 | 0.5% | +15,905+67.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 69,367 | $81.2 萬 | 0.5% | +16,894+32.2% | 加碼 | – |
| 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 FD33738D408 | FIRST TR TA HIYL | 20,427 | $83.0 萬 | 0.5% | −24−0.1% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,849 | $84.6 萬 | 0.5% | −35−0.7% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,954 | $85.3 萬 | 0.5% | −237−2.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,757 | $88.6 萬 | 0.5% | +390+28.5% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,874 | $94.9 萬 | 0.6% | −1,924−16.3% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,503 | $105.7 萬 | 0.6% | −38−0.4% | 減碼 | – |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 69,036 | $108.5 萬 | 0.6% | +43,158+166.8% | 加碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 22,403 | $108.7 萬 | 0.6% | −1,134−4.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 5,660 | $109.4 萬 | 0.6% | +2,090+58.5% | 加碼 | 歷史 |
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 |