BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/6 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 155
- 較 2025 年第 2 季 −13
- 總值
- $2.34 億
- 較 2025 年第 2 季 +$956.2 萬 (+4.3%)
| 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 | 20,932 | $1,394 萬 | 6.0% | +732+3.6% | 加碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 232,153 | $1,161 萬 | 5.0% | +23,055+11.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 392,821 | $1,072 萬 | 4.6% | +13,017+3.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 137,488 | $897.2 萬 | 3.8% | +1,984+1.5% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 185,961 | $859.9 萬 | 3.7% | −14,526−7.2% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 174,709 | $758.4 萬 | 3.2% | −11,517−6.2% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,613 | $710.3 萬 | 3.0% | −180−1.7% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 164,839 | $692.8 萬 | 3.0% | +11,083+7.2% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 148,811 | $653.6 萬 | 2.8% | +3,149+2.2% | 加碼 | – |
| AFLAflac Inc | Stock | 58,158 | $649.6 萬 | 2.8% | +58,158 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,061 | $604.0 萬 | 2.6% | −1,920−16.0% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 14,659 | $594.0 萬 | 2.5% | +10,016+215.7% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 15,733 | $559.3 萬 | 2.4% | −486−3.0% | 減碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 79,863 | $537.2 萬 | 2.3% | −6,202−7.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 20,034 | $510.1 萬 | 2.2% | +1,337+7.2% | 加碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 143,674 | $497.8 萬 | 2.1% | +11,650+8.8% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 109,493 | $488.0 萬 | 2.1% | +3,478+3.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 25,248 | $479.0 萬 | 2.0% | −2,025−7.4% | 減碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 48,506 | $478.2 萬 | 2.0% | −910−1.8% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 22,102 | $412.4 萬 | 1.8% | +1,546+7.5% | 加碼 | 歷史 |
| SEI Exchange Traded Funds81589A700 | SELECT INTL EQUI | 119,693 | $365.1 萬 | 1.6% | +107,776+904.4% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,218 | $319.5 萬 | 1.4% | −1,746−25.1% | 減碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 61,604 | $286.6 萬 | 1.2% | +2,768+4.7% | 加碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 26,448 | $269.6 萬 | 1.2% | −1,854−6.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 5,060 | $262.1 萬 | 1.1% | +123+2.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 48,961 | $241.4 萬 | 1.0% | −3,141−6.0% | 減碼 | – |
| TFCTruist Financial Corp | COM | 50,319 | $230.1 萬 | 1.0% | −1,877−3.6% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,922 | $222.3 萬 | 0.9% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 112,141 | $220.9 萬 | 0.9% | +12,401+12.4% | 加碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 52,566 | $201.3 萬 | 0.9% | −710−1.3% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,752 | $175.7 萬 | 0.8% | −48−1.3% | 減碼 | – |
| SEI Exchange Traded Funds81589A502 | SELECT SMALL CAP | 58,094 | $162.4 萬 | 0.7% | +58,094 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 7,023 | $154.2 萬 | 0.7% | +1,609+29.7% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 22,857 | $148.6 萬 | 0.6% | +892+4.1% | 加碼 | 歷史 |
| SEI Exchange Traded Funds81589A601 | SELECT EMERGING | 48,908 | $147.8 萬 | 0.6% | +48,908 | 新進 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,636 | $143.2 萬 | 0.6% | +514+8.4% | 加碼 | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 27,538 | $139.8 萬 | 0.6% | −6,765−19.7% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 36,525 | $138.9 萬 | 0.6% | −31,508−46.3% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 23,831 | $137.0 萬 | 0.6% | −20,800−46.6% | 減碼 | – |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 19,489 | $126.4 萬 | 0.5% | −1,344−6.5% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,525 | $121.1 萬 | 0.5% | +2,525 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,564 | $113.6 萬 | 0.5% | −548−5.4% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,237 | $112.5 萬 | 0.5% | +295+15.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 11,750 | $111.4 萬 | 0.5% | +126+1.1% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,205 | $106.0 萬 | 0.5% | −152−2.8% | 減碼 | – |
| KOCoca Cola Co | Stock | 15,252 | $101.1 萬 | 0.4% | +7,547+97.9% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 9,386 | $96.7 萬 | 0.4% | +10.0% | 加碼 | – |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 59,802 | $96.6 萬 | 0.4% | −3,634−5.7% | 減碼 | – |
| VVisa Inc. | Stock | 2,797 | $95.5 萬 | 0.4% | +727+35.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,774 | $91.7 萬 | 0.4% | +1,763+87.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,233 | $90.5 萬 | 0.4% | −193−13.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 8,861 | $89.9 萬 | 0.4% | +8,861 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,706 | $86.9 萬 | 0.4% | +12,706 | 新進 | 歷史 |
| FETHFidelity Ethereum Fund | SHS | 19,936 | $82.8 萬 | 0.4% | +19,936 | 新進 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 27,807 | $82.4 萬 | 0.4% | −200−0.7% | 減碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 6,768 | $77.4 萬 | 0.3% | −6,733−49.9% | 減碼 | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 14,753 | $75.7 萬 | 0.3% | −442−2.9% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,438 | $74.1 萬 | 0.3% | +767+45.9% | 加碼 | 歷史 |
| FSKFS KKR Capital Corp | COM | 47,309 | $70.6 萬 | 0.3% | −2,700−5.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,816 | $68.6 萬 | 0.3% | −807−22.3% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 15,161 | $66.4 萬 | 0.3% | −7,283−32.4% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 4,472 | $65.2 萬 | 0.3% | +1,251+38.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,217 | $65.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 1,840 | $60.5 萬 | 0.3% | −87−4.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 14,316 | $60.2 萬 | 0.3% | −260−1.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,296 | $59.1 萬 | 0.3% | +131+1.0% | 加碼 | – |
| SPDR Series Trust78464A706 | ST STR GLB DOW | 3,616 | $58.5 萬 | 0.2% | −10−0.3% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 6,226 | $58.3 萬 | 0.2% | −13,785−68.9% | 減碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 16,192 | $58.1 萬 | 0.2% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 2,747 | $55.9 萬 | 0.2% | +706+34.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,311 | $53.5 萬 | 0.2% | +2,311 | 新進 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 2,675 | $53.4 萬 | 0.2% | −15−0.6% | 減碼 | – |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 17,497 | $53.3 萬 | 0.2% | −7,557−30.2% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,724 | $53.0 萬 | 0.2% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 560 | $51.8 萬 | 0.2% | +256+84.2% | 加碼 | 歷史 |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 34,806 | $50.4 萬 | 0.2% | −14,389−29.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 19,324 | $50.0 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,000 | $49.4 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 22,058 | $47.0 萬 | 0.2% | +3,184+16.9% | 加碼 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 19,180 | $45.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $45.4 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 6,014 | $45.3 萬 | 0.2% | +251+4.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 4,365 | $45.0 萬 | 0.2% | +4,365 | 新進 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 1,934 | $44.4 萬 | 0.2% | −73−3.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 7,705 | $44.3 萬 | 0.2% | −11,390−59.6% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 5,555 | $43.5 萬 | 0.2% | +5,555 | 新進 | – |
| JNJJohnson & Johnson | Stock | 2,311 | $42.9 萬 | 0.2% | −62−2.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 8,559 | $42.6 萬 | 0.2% | −21,387−71.4% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,755 | $42.3 萬 | 0.2% | −32−0.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 5,068 | $42.2 萬 | 0.2% | −545−9.7% | 減碼 | – |
| BACBank of America Corp | Stock | 8,022 | $41.4 萬 | 0.2% | −781−8.9% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,895 | $40.9 萬 | 0.2% | +10+0.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 341 | $40.9 萬 | 0.2% | +112+48.9% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,218 | $40.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 23,881 | $40.4 萬 | 0.2% | −500−2.1% | 減碼 | – |
| First Tr Exchange-Traded FD33739G103 | MNGD FUTRS STRGY | 8,161 | $39.7 萬 | 0.2% | +1,752+27.3% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 1,200 | $39.6 萬 | 0.2% | −367−23.4% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 5,277 | $38.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 17,748 | $37.7 萬 | 0.2% | 00.0% | 不變 | – |
2025 年第 2 季之後清倉（37 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 35,509 | $212.6 萬 | 0.9% | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 15,391 | $173.1 萬 | 0.8% | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 34,444 | $129.5 萬 | 0.6% | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 21,985 | $109.9 萬 | 0.5% | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 20,000 | $93.3 萬 | 0.4% | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 17,744 | $69.2 萬 | 0.3% | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,218 | $67.4 萬 | 0.3% | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 4,718 | $64.4 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 17,458 | $63.8 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 19,676 | $63.2 萬 | 0.3% | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 6,975 | $56.8 萬 | 0.3% | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 13,401 | $52.2 萬 | 0.2% | – |
| GPNGlobal Payments Inc | Stock | 5,512 | $44.1 萬 | 0.2% | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 12,794 | $40.7 萬 | 0.2% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,958 | $38.3 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 7,842 | $35.3 萬 | 0.2% | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 11,721 | $34.7 萬 | 0.2% | – |
| Listed FD Tr53656F573 | ETP | 15,191 | $33.8 萬 | 0.2% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 3,433 | $31.5 萬 | 0.1% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,351 | $30.5 萬 | 0.1% | – |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 4,372 | $29.5 萬 | 0.1% | – |
| UNHUnitedHealth Group Inc | Stock | 891 | $27.8 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,652 | $26.6 萬 | 0.1% | – |
| Pacer FDS Tr69374H865 | EMRG MKT CASH | 11,685 | $25.8 萬 | 0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 4,856 | $25.4 萬 | 0.1% | – |
| Pacer Developed Markets International Cash Cows 100 ETF69374H873 | ETF | 7,445 | $25.3 萬 | 0.1% | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 4,282 | $24.9 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 6,739 | $24.7 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 5,830 | $22.8 萬 | 0.1% | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 924 | $22.8 萬 | 0.1% | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 6,764 | $22.3 萬 | 0.1% | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 3,610 | $22.3 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F128 | FT VEST NASDAQ | 10,503 | $21.8 萬 | 0.1% | – |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 1,426 | $21.5 萬 | 0.1% | – |
| Cambria ETF Tr132061862 | TAIL RISK | 17,077 | $20.5 萬 | 0.1% | – |
| CLMCornerstone Strategic Investment Fund, Inc. | COM | 13,497 | $11.0 萬 | <0.1% | 歷史 |
| MARMarriott International Inc | Stock | 67,765 | $185 | <0.1% | 歷史 |