BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/12 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 136
- 較 2024 年第 3 季 −16
- 總值
- $1.80 億
- 較 2024 年第 3 季 −$1,072 萬 (−5.6%)
| 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 | 20,407 | $1,196 萬 | 6.6% | +1,422+7.5% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 379,264 | $1,036 萬 | 5.7% | +19,420+5.4% | 加碼依 3 比 1 拆股換算 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 147,489 | $919.0 萬 | 5.1% | +1,853+1.3% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 181,241 | $790.9 萬 | 4.4% | +7,543+4.3% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 118,428 | $668.9 萬 | 3.7% | −12,657−9.7% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 164,543 | $662.5 萬 | 3.7% | +7,767+5.0% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,065 | $651.4 萬 | 3.6% | +59+0.5% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,828 | $604.8 萬 | 3.4% | +1,229+11.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 29,761 | $521.6 萬 | 2.9% | −2,190−6.9% | 減碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 139,980 | $520.3 萬 | 2.9% | +2,213+1.6% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 80,471 | $475.9 萬 | 2.6% | +1,140+1.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 18,274 | $442.5 萬 | 2.5% | −320−1.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 17,616 | $441.2 萬 | 2.4% | −3,538−16.7% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 82,240 | $417.0 萬 | 2.3% | +7,173+9.6% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 86,394 | $349.7 萬 | 1.9% | +4,144+5.0% | 加碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 40,576 | $318.4 萬 | 1.8% | +4,163+11.4% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 68,341 | $245.0 萬 | 1.4% | +5,820+9.3% | 加碼 | – |
| TFCTruist Financial Corp | COM | 56,294 | $244.2 萬 | 1.4% | −3,657−6.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 45,196 | $226.9 萬 | 1.3% | −6,927−13.3% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,708 | $222.1 萬 | 1.2% | −915−13.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 36,033 | $215.4 萬 | 1.2% | +4,638+14.8% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,757 | $200.5 萬 | 1.1% | −212−4.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 21,845 | $191.8 萬 | 1.1% | −2,642−10.8% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,524 | $189.9 萬 | 1.1% | −251−6.6% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 50,663 | $180.6 萬 | 1.0% | +2,101+4.3% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,922 | $178.1 萬 | 1.0% | −967−3.5% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,800 | $152.6 萬 | 0.8% | +43+1.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 10,860 | $145.8 萬 | 0.8% | −6,072−35.9% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 11,553 | $144.4 萬 | 0.8% | −392−3.3% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 32,077 | $141.2 萬 | 0.8% | −12,421−27.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 86,434 | $140.7 萬 | 0.8% | +17,357+25.1% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 27,197 | $132.4 萬 | 0.7% | −6,598−19.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 36,195 | $130.3 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,179 | $117.3 萬 | 0.7% | −107−1.0% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 11,856 | $112.6 萬 | 0.6% | +1,859+18.6% | 加碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 22,435 | $111.9 萬 | 0.6% | −2,698−10.7% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,442 | $106.6 萬 | 0.6% | +3,420+169.1% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,357 | $99.2 萬 | 0.6% | +88+1.7% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,894 | $98.5 萬 | 0.5% | +14+0.1% | 加碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 20,661 | $93.6 萬 | 0.5% | +20,661 | 新進 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 33,175 | $91.9 萬 | 0.5% | +832+2.6% | 加碼依 3 比 1 拆股換算 | – |
| AMZNAmazon Com Inc | Stock | 4,109 | $90.1 萬 | 0.5% | −2,546−38.3% | 減碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 39,658 | $86.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 20,313 | $84.0 萬 | 0.5% | +739+3.8% | 加碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 8,226 | $82.5 萬 | 0.5% | +3,640+79.4% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 15,217 | $80.7 萬 | 0.4% | +8,279+119.3% | 加碼 | 歷史 |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 54,903 | $79.5 萬 | 0.4% | +5,931+12.1% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 9,654 | $79.5 萬 | 0.4% | +1,767+22.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,639 | $74.8 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,641 | $74.4 萬 | 0.4% | +11+0.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 16,640 | $74.2 萬 | 0.4% | −2,560−13.3% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,254 | $73.4 萬 | 0.4% | −509−28.9% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,733 | $71.3 萬 | 0.4% | +1,780+91.1% | 加碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 5,695 | $71.2 萬 | 0.4% | −2,516−30.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 13,993 | $69.9 萬 | 0.4% | +13,993 | 新進 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,305 | $66.7 萬 | 0.4% | +4,854+57.4% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 8,630 | $66.5 萬 | 0.4% | +8,630 | 新進 | – |
| KOCoca Cola Co | Stock | 10,632 | $66.2 萬 | 0.4% | −259−2.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 18,903 | $66.1 萬 | 0.4% | +18,903 | 新進 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,284 | $65.7 萬 | 0.4% | +4,878+46.9% | 加碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 17,490 | $65.5 萬 | 0.4% | −952−5.2% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,217 | $64.9 萬 | 0.4% | +117+5.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,022 | $63.9 萬 | 0.4% | −751−27.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 56,134 | $63.2 萬 | 0.4% | −10,260−15.5% | 減碼 | – |
| GPNGlobal Payments Inc | Stock | 5,512 | $61.8 萬 | 0.3% | −15−0.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 19,676 | $60.8 萬 | 0.3% | 00.0% | 不變 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 5,773 | $57.6 萬 | 0.3% | −9,165−61.4% | 減碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 11,535 | $57.2 萬 | 0.3% | +4,256+58.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 32,381 | $55.2 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 19,293 | $54.1 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 2,225 | $53.3 萬 | 0.3% | +163+7.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,679 | $51.0 萬 | 0.3% | −985−26.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,737 | $50.4 萬 | 0.3% | +31+1.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 13,401 | $50.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,691 | $49.0 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 11,264 | $48.8 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 17,201 | $48.2 萬 | 0.3% | −9,181−34.8% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,724 | $47.2 萬 | 0.3% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 4,568 | $45.3 萬 | 0.3% | +287+6.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 5,655 | $43.2 萬 | 0.2% | +2,828+100.0% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 2,735 | $41.6 萬 | 0.2% | +129+5.0% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,705 | $41.5 萬 | 0.2% | +279+19.6% | 加碼 | – |
| BACBank of America Corp | Stock | 9,389 | $41.3 萬 | 0.2% | −972−9.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 810 | $41.0 萬 | 0.2% | +18+2.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 10,790 | $40.3 萬 | 0.2% | −1,190−9.9% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $39.8 萬 | 0.2% | 00.0% | 不變 | – |
| CIONCION Investment Corp | COM | 34,616 | $39.5 萬 | 0.2% | −14,857−30.0% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,650 | $39.3 萬 | 0.2% | −1,403−27.8% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,423 | $39.1 萬 | 0.2% | 00.0% | 不變 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 3,592 | $36.0 萬 | 0.2% | −6,942−65.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,458 | $35.5 萬 | 0.2% | −346−12.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,848 | $35.0 萬 | 0.2% | −1,646−47.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 14,198 | $34.4 萬 | 0.2% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 1,860 | $33.8 萬 | 0.2% | −548−22.8% | 減碼依 2 比 1 拆股換算 | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 14,362 | $33.4 萬 | 0.2% | −1,562−9.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 9,061 | $31.7 萬 | 0.2% | +9,061 | 新進 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,433 | $31.4 萬 | 0.2% | −261−7.1% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 2,342 | $30.7 萬 | 0.2% | 00.0% | 不變 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 7,771 | $30.6 萬 | 0.2% | −21,969−73.9% | 減碼 | – |
| SYYSysco Corp | Stock | 4,000 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2024 年第 3 季之後清倉（27 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 9,250 | $126.1 萬 | 0.7% | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 100 | $69.1 萬 | 0.4% | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 11,391 | $52.2 萬 | 0.3% | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 6,829 | $49.8 萬 | 0.3% | – |
| Listed FD Tr53656F573 | ETP | 20,501 | $46.8 萬 | 0.2% | – |
| ProShares Tr74347B425 | SHORT S&P 500 NE | 42,409 | $46.0 萬 | 0.2% | – |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 6,386 | $41.8 萬 | 0.2% | – |
| iShares MSCI India ETF46429B598 | ETF | 6,763 | $39.6 萬 | 0.2% | – |
| LLYEli Lilly & Co | Stock | 427 | $37.9 萬 | 0.2% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 578 | $35.8 萬 | 0.2% | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 6,428 | $32.5 萬 | 0.2% | – |
| Pacer FDS Tr69374H865 | EMRG MKT CASH | 13,992 | $30.6 萬 | 0.2% | – |
| NFLXNetflix Inc | Stock | 419 | $29.7 萬 | 0.2% | 歷史 |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 8,981 | $28.4 萬 | 0.1% | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 5,487 | $28.4 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U588 | VEST US EQUITY M | 8,774 | $27.6 萬 | 0.1% | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,387 | $27.3 萬 | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 991 | $27.1 萬 | 0.1% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 552 | $27.1 萬 | 0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,731 | $26.8 萬 | 0.1% | – |
| INTUIntuit Inc. | Stock | 426 | $26.5 萬 | 0.1% | 歷史 |
| Pacer FDS Tr69374H725 | LUNT MDCAP MLT | 5,227 | $24.2 萬 | 0.1% | – |
| ADBEAdobe Inc. | Stock | 433 | $22.4 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 1,076 | $22.2 萬 | 0.1% | 歷史 |
| COHRCoherent Corp. | COM | 2,340 | $20.8 萬 | 0.1% | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 2,556 | $20.6 萬 | 0.1% | – |
| ORLYO Reilly Automotive Inc | Stock | 175 | $20.2 萬 | 0.1% | 歷史 |