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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,286 | $109.7 萬 | 0.6% | −1,177−10.3% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 26,472 | $115.3 萬 | 0.7% | −2,533−8.7% | 減碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 29,166 | $115.8 萬 | 0.7% | −961−3.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,420 | $121.0 萬 | 0.7% | +10+0.4% | 加碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 10,090 | $124.4 萬 | 0.7% | −2,028−16.7% | 減碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 14,699 | $126.4 萬 | 0.7% | +240+1.7% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 9,250 | $126.6 萬 | 0.7% | +9,250 | 新進 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 25,579 | $127.9 萬 | 0.8% | +1,821+7.7% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,517 | $128.2 萬 | 0.8% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 11,996 | $136.1 萬 | 0.8% | −1,922−13.8% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 48,551 | $147.9 萬 | 0.9% | +1,591+3.4% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 37,112 | $178.3 萬 | 1.1% | −1,119−2.9% | 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 FD33739Q408 | FIRST TR ENH NEW | 32,663 | $194.7 萬 | 1.1% | −3,345−9.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,635 | $207.2 萬 | 1.2% | +659+16.6% | 加碼 | 歷史 |
| 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 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 63,217 | $211.0 萬 | 1.2% | +4,634+7.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,723 | $231.4 萬 | 1.4% | +943+16.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 47,451 | $239.7 萬 | 1.4% | +5,992+14.5% | 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 FD33738R118 | NASD TECH DIV | 36,406 | $275.4 萬 | 1.6% | +4,449+13.9% | 加碼 | – |
| TFCTruist Financial Corp | COM | 70,901 | $275.5 萬 | 1.6% | −9,050−11.3% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 61,080 | $310.8 萬 | 1.8% | +61,080 | 新進 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 84,202 | $325.9 萬 | 1.9% | +5,241+6.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 17,296 | $371.9 萬 | 2.2% | +1,228+7.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 20,542 | $432.7 萬 | 2.5% | +231+1.1% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 133,166 | $438.0 萬 | 2.6% | +10,690+8.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 81,287 | $445.0 萬 | 2.6% | +5,665+7.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,553 | $534.8 萬 | 3.1% | −3,606−10.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,243 | $538.7 萬 | 3.2% | −30.0% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,346 | $566.2 萬 | 3.3% | +88+0.9% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 157,270 | $596.5 萬 | 3.5% | +29,341+22.9% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 116,090 | $632.6 萬 | 3.7% | +18,575+19.0% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 178,490 | $727.3 萬 | 4.3% | −12,025−6.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 141,819 | $829.9 萬 | 4.9% | −670−0.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 113,398 | $881.8 萬 | 5.2% | +1,818+1.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,929 | $921.3 萬 | 5.4% | −110−0.6% | 減碼 | 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 |