BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 152
- 較 2024 年第 2 季 +15
- 總值
- $1.91 億
- 較 2024 年第 2 季 +$2,121 萬 (+12.5%)
| 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 | 18,985 | $1,090 萬 | 5.7% | +2,056+12.1% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 119,948 | $1,014 萬 | 5.3% | +6,550+5.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 145,636 | $907.6 萬 | 4.8% | +3,817+2.7% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 173,698 | $790.2 萬 | 4.1% | −4,792−2.7% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 131,085 | $758.1 萬 | 4.0% | +14,995+12.9% | 加碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 156,776 | $657.7 萬 | 3.4% | −494−0.3% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,006 | $634.9 萬 | 3.3% | +660+6.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 31,951 | $572.5 萬 | 3.0% | −602−1.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,599 | $517.4 萬 | 2.7% | −644−5.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 21,154 | $492.9 萬 | 2.6% | +612+3.0% | 加碼 | 歷史 |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 137,767 | $479.3 萬 | 2.5% | +4,601+3.5% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 79,331 | $469.7 萬 | 2.5% | −1,956−2.4% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 18,594 | $451.9 萬 | 2.4% | +1,298+7.5% | 加碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 75,067 | $381.9 萬 | 2.0% | +13,987+22.9% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 82,250 | $338.8 萬 | 1.8% | −1,952−2.3% | 減碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 36,413 | $292.4 萬 | 1.5% | +70.0% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 52,123 | $284.0 萬 | 1.5% | +4,672+9.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 6,623 | $268.4 萬 | 1.4% | −100−1.5% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 59,951 | $256.4 萬 | 1.3% | −10,950−15.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 62,521 | $227.5 萬 | 1.2% | −696−1.1% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 24,487 | $222.3 萬 | 1.2% | −5,093−17.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,969 | $213.9 萬 | 1.1% | +334+7.2% | 加碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 44,498 | $207.0 萬 | 1.1% | +18,026+68.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 16,932 | $205.6 萬 | 1.1% | −125−0.7% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 27,889 | $202.6 萬 | 1.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,775 | $199.2 萬 | 1.0% | +1,355+56.0% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 31,395 | $188.0 萬 | 1.0% | −1,268−3.9% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 33,795 | $167.0 萬 | 0.9% | −3,317−8.9% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 48,562 | $163.2 萬 | 0.9% | +110.0% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 11,945 | $147.7 萬 | 0.8% | −51−0.4% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,757 | $141.0 萬 | 0.7% | +240+6.8% | 加碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 14,938 | $136.0 萬 | 0.7% | +239+1.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 36,195 | $128.2 萬 | 0.7% | +14,845+69.5% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 9,250 | $126.1 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| RBB FD Inc74933W452 | F/M US TREASURY | 25,133 | $125.8 萬 | 0.7% | −446−1.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 6,655 | $124.0 萬 | 0.6% | +995+17.6% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 29,740 | $123.1 萬 | 0.6% | +574+2.0% | 加碼 | – |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 69,077 | $121.3 萬 | 0.6% | +41+0.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,286 | $120.3 萬 | 0.6% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 10,534 | $106.1 萬 | 0.6% | +31+0.3% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,880 | $105.5 萬 | 0.6% | +6+0.1% | 加碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 21,013 | $103.0 萬 | 0.5% | −1,390−6.2% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 8,211 | $103.0 萬 | 0.5% | −1,879−18.6% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,763 | $100.9 萬 | 0.5% | +6+0.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,269 | $100.0 萬 | 0.5% | +420+8.7% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 9,997 | $90.6 萬 | 0.5% | +3,630+57.0% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,781 | $89.6 萬 | 0.5% | −173−1.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 19,200 | $84.1 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 66,394 | $82.7 萬 | 0.4% | −2,973−4.3% | 減碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 19,574 | $82.1 萬 | 0.4% | −853−4.2% | 減碼 | – |
| KOCoca Cola Co | Stock | 10,891 | $78.3 萬 | 0.4% | −799−6.8% | 減碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 39,658 | $78.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 874 | $77.5 萬 | 0.4% | −11−1.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,773 | $76.3 萬 | 0.4% | −123−4.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,630 | $75.0 萬 | 0.4% | −100−5.8% | 減碼 | 歷史 |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 48,972 | $74.0 萬 | 0.4% | +2,735+5.9% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 26,382 | $73.4 萬 | 0.4% | +325+1.2% | 加碼 | – |
| SOSouthern Co | Stock | 7,887 | $71.1 萬 | 0.4% | −1,637−17.2% | 減碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 18,442 | $69.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 100 | $69.1 萬 | 0.4% | +100 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,638 | $67.3 萬 | 0.4% | −337−2.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,664 | $61.3 萬 | 0.3% | −92−2.4% | 減碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 11,461 | $60.4 萬 | 0.3% | +178+1.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 19,676 | $59.9 萬 | 0.3% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 5,053 | $59.2 萬 | 0.3% | +59+1.2% | 加碼 | 歷史 |
| CIONCION Investment Corp | COM | 49,473 | $58.9 萬 | 0.3% | +24,909+101.4% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,100 | $58.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,494 | $57.9 萬 | 0.3% | +1,013+40.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 23,620 | $57.5 萬 | 0.3% | 00.0% | 不變 | – |
| GPNGlobal Payments Inc | Stock | 5,527 | $56.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 32,381 | $56.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,391 | $52.2 萬 | 0.3% | +178+1.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 19,293 | $52.1 萬 | 0.3% | +19,293 | 新進 | – |
| MCDMcDonalds Corp | Stock | 1,706 | $51.9 萬 | 0.3% | −25−1.4% | 減碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,829 | $49.8 萬 | 0.3% | +115+1.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 13,401 | $49.2 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 11,264 | $47.9 萬 | 0.3% | +5,816+106.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,691 | $47.9 萬 | 0.3% | +35+2.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 10,406 | $47.1 萬 | 0.2% | 00.0% | 不變 | – |
| Listed FD Tr53656F573 | ETP | 20,501 | $46.8 萬 | 0.2% | +389+1.9% | 加碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 4,586 | $46.5 萬 | 0.2% | +1,076+30.7% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 792 | $46.3 萬 | 0.2% | +46+6.2% | 加碼 | 歷史 |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 42,409 | $46.0 萬 | 0.2% | −12,031−22.1% | 減碼 | – |
| ANETArista Networks, Inc. | COM | 1,186 | $45.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 2,804 | $45.4 萬 | 0.2% | +344+14.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 14,552 | $45.3 萬 | 0.2% | −1,140−7.3% | 減碼 | – |
| COPConocoPhillips | Stock | 4,281 | $45.1 萬 | 0.2% | −45−1.0% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 2,606 | $44.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 11,980 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,724 | $43.7 萬 | 0.2% | +180+5.1% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,062 | $43.5 萬 | 0.2% | −37−1.8% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 8,451 | $43.2 萬 | 0.2% | +1,353+19.1% | 加碼 | – |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 6,386 | $41.8 萬 | 0.2% | +1,466+29.8% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 1,204 | $41.2 萬 | 0.2% | +1,204 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 10,361 | $41.1 萬 | 0.2% | −2,305−18.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,022 | $40.1 萬 | 0.2% | +2,022 | 新進 | – |
| OBDCBlue Owl Capital Corp | COM | 27,240 | $39.7 萬 | 0.2% | −500−1.8% | 減碼 | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 6,763 | $39.6 萬 | 0.2% | +600+9.7% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 4,423 | $39.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $38.8 萬 | 0.2% | 00.0% | 不變 | – |
2024 年第 2 季之後清倉（3 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。