BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/6 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 152
- 較 2024 年第 4 季 +16
- 總值
- $2.04 億
- 較 2024 年第 4 季 +$2,336 萬 (+13.0%)
| 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 | 19,883 | $1,112 萬 | 5.5% | −524−2.6% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 377,387 | $1,055 萬 | 5.2% | −1,877−0.5% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 204,553 | $912.1 萬 | 4.5% | +23,312+12.9% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 138,937 | $810.7 萬 | 4.0% | −8,552−5.8% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 184,086 | $799.7 萬 | 3.9% | +19,543+11.9% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 128,607 | $641.2 萬 | 3.1% | +117,072+1,014.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 11,251 | $632.2 萬 | 3.1% | +186+1.7% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 114,260 | $625.7 萬 | 3.1% | −4,168−3.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,255 | $574.7 萬 | 2.8% | +427+3.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 18,407 | $530.4 萬 | 2.6% | +133+0.7% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 86,936 | $508.9 萬 | 2.5% | +6,465+8.0% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 144,444 | $494.7 萬 | 2.4% | +4,464+3.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 24,920 | $431.7 萬 | 2.1% | −4,841−16.3% | 減碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 101,592 | $414.2 萬 | 2.0% | +15,198+17.6% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 114,009 | $406.3 萬 | 2.0% | +114,009 | 新進 | – |
| AAPLApple Inc. | Stock | 17,319 | $384.7 萬 | 1.9% | −297−1.7% | 減碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 120,927 | $373.7 萬 | 1.8% | +120,927 | 新進 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 48,272 | $355.3 萬 | 1.7% | +7,696+19.0% | 加碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 69,033 | $318.7 萬 | 1.6% | +48,372+234.1% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 54,531 | $276.5 萬 | 1.4% | −27,709−33.7% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 51,420 | $259.8 萬 | 1.3% | +6,224+13.8% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 67,946 | $227.6 萬 | 1.1% | −395−0.6% | 減碼 | – |
| TFCTruist Financial Corp | COM | 53,035 | $218.2 萬 | 1.1% | −3,259−5.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 35,934 | $215.0 萬 | 1.1% | −99−0.3% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 5,483 | $201.0 萬 | 1.0% | −225−3.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 53,475 | $200.5 萬 | 1.0% | +2,812+5.6% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 21,346 | $191.3 萬 | 0.9% | −499−2.3% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,922 | $187.9 萬 | 0.9% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,536 | $181.7 萬 | 0.9% | +12+0.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,840 | $181.7 萬 | 0.9% | +83+1.7% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 103,027 | $177.7 萬 | 0.9% | +16,593+19.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,547 | $157.7 萬 | 0.8% | +3,687+34.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 30,853 | $151.7 萬 | 0.7% | +3,656+13.4% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 30,704 | $141.3 萬 | 0.7% | +16,711+119.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,800 | $137.2 萬 | 0.7% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 14,537 | $134.5 萬 | 0.7% | +2,681+22.6% | 加碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 13,319 | $133.9 萬 | 0.7% | +5,093+61.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 36,195 | $127.3 萬 | 0.6% | 00.0% | 不變 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 21,985 | $109.9 萬 | 0.5% | −450−2.0% | 減碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 11,686 | $109.5 萬 | 0.5% | +5,913+102.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,179 | $106.4 萬 | 0.5% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,936 | $103.1 萬 | 0.5% | +295+18.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,297 | $102.7 萬 | 0.5% | −145−2.7% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,357 | $100.8 萬 | 0.5% | 00.0% | 不變 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,631 | $98.4 萬 | 0.5% | −263−2.7% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 20,832 | $97.5 萬 | 0.5% | +5,615+36.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 66,831 | $90.7 萬 | 0.4% | +10,697+19.1% | 加碼 | – |
| SOSouthern Co | Stock | 9,779 | $89.9 萬 | 0.4% | +125+1.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,646 | $88.4 萬 | 0.4% | +537+13.1% | 加碼 | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 20,874 | $84.1 萬 | 0.4% | +13,103+168.6% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,291 | $83.4 萬 | 0.4% | +4,699+130.8% | 加碼 | – |
| FSKFS KKR Capital Corp | COM | 39,658 | $83.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 16,196 | $82.4 萬 | 0.4% | +16,196 | 新進 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $79.8 萬 | 0.4% | +1 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 19,063 | $78.2 萬 | 0.4% | −1,250−6.2% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 12,604 | $77.8 萬 | 0.4% | −35−0.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,327 | $76.5 萬 | 0.4% | +73+5.8% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,597 | $75.9 萬 | 0.4% | −35−0.3% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 20,151 | $75.6 萬 | 0.4% | −11,926−37.2% | 減碼 | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 52,195 | $75.4 萬 | 0.4% | −2,708−4.9% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 28,211 | $73.9 萬 | 0.4% | −4,964−15.0% | 減碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 14,794 | $72.7 萬 | 0.4% | +8,733+144.1% | 加碼 | – |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 25,054 | $72.5 萬 | 0.4% | +7,853+45.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 16,640 | $72.2 萬 | 0.4% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 2,048 | $71.8 萬 | 0.4% | +26+1.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,217 | $67.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 18,903 | $64.9 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 5,334 | $64.5 萬 | 0.3% | −361−6.3% | 減碼 | – |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 17,490 | $63.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 19,676 | $61.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,226 | $61.2 萬 | 0.3% | +535+31.6% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,363 | $58.0 萬 | 0.3% | +138+6.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,165 | $57.7 萬 | 0.3% | −2,119−13.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 8,075 | $55.1 萬 | 0.3% | −555−6.4% | 減碼 | – |
| GPNGlobal Payments Inc | Stock | 5,512 | $54.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CIONCION Investment Corp | COM | 51,366 | $53.2 萬 | 0.3% | +16,750+48.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,671 | $52.2 萬 | 0.3% | −66−3.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 19,293 | $51.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 4,215 | $50.5 萬 | 0.2% | −7,338−63.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 13,401 | $49.9 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 29,381 | $49.7 萬 | 0.2% | −3,000−9.3% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,482 | $49.7 萬 | 0.2% | +4,312+83.4% | 加碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 16,192 | $48.2 萬 | 0.2% | +16,192 | 新進 | – |
| COPConocoPhillips | Stock | 4,568 | $48.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 11,264 | $47.3 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,951 | $46.1 萬 | 0.2% | +272+10.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 19,324 | $45.8 萬 | 0.2% | +5,126+36.1% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,724 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 3,650 | $43.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 5,613 | $43.1 萬 | 0.2% | −42−0.7% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 810 | $42.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 19,180 | $41.9 萬 | 0.2% | +4,818+33.5% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,336 | $40.8 萬 | 0.2% | +9,336 | 新進 | – |
| PEPPepsiCo Inc | Stock | 2,667 | $40.0 萬 | 0.2% | −68−2.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 10,790 | $39.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 18,874 | $39.6 萬 | 0.2% | +18,874 | 新進 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 5,539 | $39.6 萬 | 0.2% | +5,539 | 新進 | – |
| JNJJohnson & Johnson | Stock | 2,332 | $38.7 萬 | 0.2% | −126−5.1% | 減碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,000 | $38.6 萬 | 0.2% | +2,000 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $37.9 萬 | 0.2% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（6 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,305 | $66.7 萬 | 0.4% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,797 | $24.0 萬 | 0.1% | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 924 | $21.7 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 4,750 | $20.6 萬 | 0.1% | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 1,471 | $20.3 萬 | 0.1% | – |
| CMCTCreative Media & Community Trust Corp | COM NEW | 39,054 | $8,787 | <0.1% | 歷史 |