BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/30 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 168
- 較 2025 年第 1 季 +16
- 總值
- $2.25 億
- 較 2025 年第 1 季 +$2,096 萬 (+10.3%)
| 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 | 20,200 | $1,248 萬 | 5.6% | +317+1.6% | 加碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 209,098 | $1,043 萬 | 4.6% | +80,491+62.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 379,804 | $1,006 萬 | 4.5% | +2,417+0.6% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 200,487 | $896.2 萬 | 4.0% | −4,066−2.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 135,504 | $840.4 萬 | 3.7% | −3,433−2.5% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 186,226 | $779.7 萬 | 3.5% | +2,140+1.2% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,793 | $670.1 萬 | 3.0% | −458−4.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,981 | $661.2 萬 | 2.9% | −274−2.2% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 153,756 | $607.2 萬 | 2.7% | +39,747+34.9% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 145,662 | $592.1 萬 | 2.6% | +1,218+0.8% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 86,065 | $540.0 萬 | 2.4% | −871−1.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 27,273 | $495.7 萬 | 2.2% | +2,353+9.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 16,219 | $494.4 萬 | 2.2% | −2,188−11.9% | 減碼 | 歷史 |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 106,015 | $451.1 萬 | 2.0% | +4,423+4.4% | 加碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 49,416 | $445.6 萬 | 2.0% | +1,144+2.4% | 加碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 132,024 | $444.0 萬 | 2.0% | +11,097+9.2% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,964 | $395.6 萬 | 1.8% | +3,428+96.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 18,697 | $383.6 萬 | 1.7% | +1,378+8.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 20,556 | $324.8 萬 | 1.4% | +6,009+41.3% | 加碼 | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 28,302 | $285.7 萬 | 1.3% | +14,983+112.5% | 加碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 58,836 | $272.1 萬 | 1.2% | −10,197−14.8% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 52,102 | $255.8 萬 | 1.1% | +682+1.3% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 44,631 | $245.9 萬 | 1.1% | −69,629−60.9% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,937 | $245.6 萬 | 1.1% | +97+2.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 68,033 | $240.0 萬 | 1.1% | +87+0.1% | 加碼 | – |
| TFCTruist Financial Corp | COM | 52,196 | $224.4 萬 | 1.0% | −839−1.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 35,509 | $212.6 萬 | 0.9% | −425−1.2% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,922 | $208.1 萬 | 0.9% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 53,276 | $199.8 萬 | 0.9% | −199−0.4% | 減碼 | – |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 99,740 | $191.7 萬 | 0.9% | −3,287−3.2% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 20,011 | $181.9 萬 | 0.8% | −1,335−6.3% | 減碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 34,303 | $174.1 萬 | 0.8% | −20,228−37.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 15,391 | $173.1 萬 | 0.8% | +854+5.9% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,643 | $170.2 萬 | 0.8% | −840−15.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,800 | $161.3 萬 | 0.7% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 29,946 | $147.5 萬 | 0.7% | −907−2.9% | 減碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 13,501 | $147.3 萬 | 0.7% | +1,815+15.5% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 21,965 | $134.4 萬 | 0.6% | +1,133+5.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 34,444 | $129.5 萬 | 0.6% | −1,751−4.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,122 | $125.3 萬 | 0.6% | +825+15.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 5,414 | $118.8 萬 | 0.5% | +768+16.5% | 加碼 | 歷史 |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 20,833 | $115.6 萬 | 0.5% | +20,833 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,112 | $110.5 萬 | 0.5% | −67−0.7% | 減碼 | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 21,985 | $109.9 萬 | 0.5% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 11,624 | $106.7 萬 | 0.5% | +1,845+18.9% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,426 | $105.2 萬 | 0.5% | +99+7.5% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,357 | $104.1 萬 | 0.5% | 00.0% | 不變 | – |
| FSKFS KKR Capital Corp | COM | 50,009 | $103.8 萬 | 0.5% | +10,351+26.1% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 19,095 | $99.5 萬 | 0.4% | −11,609−37.8% | 減碼 | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 63,436 | $98.6 萬 | 0.4% | −3,395−5.1% | 減碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,385 | $94.5 萬 | 0.4% | −246−2.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,942 | $94.3 萬 | 0.4% | +6+0.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 20,000 | $93.3 萬 | 0.4% | +3,360+20.2% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 22,444 | $89.4 萬 | 0.4% | +2,293+11.4% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 8,291 | $83.4 萬 | 0.4% | 00.0% | 不變 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 20,524 | $82.3 萬 | 0.4% | −350−1.7% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 28,007 | $78.6 萬 | 0.3% | −204−0.7% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 15,195 | $77.6 萬 | 0.3% | −1,001−6.2% | 減碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 15,494 | $76.2 萬 | 0.3% | +700+4.7% | 加碼 | – |
| VVisa Inc. | Stock | 2,070 | $73.5 萬 | 0.3% | +22+1.1% | 加碼 | 歷史 |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 49,195 | $73.1 萬 | 0.3% | −3,000−5.7% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $72.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,418 | $70.1 萬 | 0.3% | +55+2.3% | 加碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 25,054 | $69.5 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 17,744 | $69.2 萬 | 0.3% | +6,954+64.4% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,217 | $68.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,218 | $67.4 萬 | 0.3% | −8−0.4% | 減碼 | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 4,718 | $64.4 萬 | 0.3% | −616−11.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 3,623 | $64.3 萬 | 0.3% | +672+22.8% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 17,458 | $63.8 萬 | 0.3% | −1,445−7.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 19,676 | $63.2 萬 | 0.3% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 1,927 | $62.2 萬 | 0.3% | +1,927 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 14,576 | $60.9 萬 | 0.3% | −4,487−23.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,165 | $57.8 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 6,975 | $56.8 萬 | 0.3% | −1,100−13.6% | 減碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 16,192 | $55.4 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A706 | ST STR GLB DOW | 3,626 | $54.6 萬 | 0.2% | +3,626 | 新進 | – |
| KOCoca Cola Co | Stock | 7,705 | $54.5 萬 | 0.2% | −2,892−27.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 13,401 | $52.2 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,724 | $51.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 2,690 | $50.8 萬 | 0.2% | +2,690 | 新進 | – |
| CIONCION Investment Corp | COM | 52,976 | $50.7 萬 | 0.2% | +1,610+3.1% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,482 | $50.0 萬 | 0.2% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,671 | $48.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 19,324 | $47.7 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 5,689 | $45.6 萬 | 0.2% | +150+2.7% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,000 | $45.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,301 | $44.9 萬 | 0.2% | −35−0.4% | 減碼 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 5,613 | $44.1 萬 | 0.2% | 00.0% | 不變 | – |
| GPNGlobal Payments Inc | Stock | 5,512 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 19,180 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,567 | $43.2 萬 | 0.2% | +230+17.2% | 加碼 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 12,298 | $43.1 萬 | 0.2% | −5,192−29.7% | 減碼 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 2,007 | $42.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $42.1 萬 | 0.2% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 2,041 | $41.8 萬 | 0.2% | +95+4.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 8,803 | $41.7 萬 | 0.2% | +414+4.9% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,529 | $41.2 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 12,096 | $41.1 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 3,787 | $40.8 萬 | 0.2% | +137+3.8% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。