BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/5 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 157
- 較 2025 年第 3 季 +2
- 總值
- $2.38 億
- 較 2025 年第 3 季 +$376.3 萬 (+1.6%)
| 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 | 20,534 | $1,400 萬 | 5.9% | −398−1.9% | 減碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 238,265 | $1,188 萬 | 5.0% | +6,112+2.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 407,222 | $1,117 萬 | 4.7% | +14,401+3.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 132,551 | $874.8 萬 | 3.7% | −4,937−3.6% | 減碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 183,148 | $843.9 萬 | 3.5% | −2,813−1.5% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 174,524 | $773.8 萬 | 3.3% | −185−0.1% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 168,643 | $736.0 萬 | 3.1% | +3,804+2.3% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 157,557 | $700.7 萬 | 2.9% | +8,746+5.9% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,202 | $698.8 萬 | 2.9% | −411−3.9% | 減碼 | – |
| AFLAflac Inc | Stock | 58,158 | $641.3 萬 | 2.7% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,287 | $631.9 萬 | 2.7% | +226+2.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 15,165 | $601.0 萬 | 2.5% | −568−3.6% | 減碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 159,068 | $566.9 萬 | 2.4% | +15,394+10.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 78,618 | $546.2 萬 | 2.3% | −1,245−1.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 26,141 | $500.8 萬 | 2.1% | +893+3.5% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 108,529 | $483.0 萬 | 2.0% | −964−0.9% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 13,806 | $475.1 萬 | 2.0% | −853−5.8% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 48,322 | $468.0 萬 | 2.0% | −184−0.4% | 減碼 | – |
| AAPLApple Inc. | Stock | 17,146 | $466.1 萬 | 2.0% | −2,888−14.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,151 | $394.5 萬 | 1.7% | −951−4.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,172 | $387.0 萬 | 1.6% | +954+18.3% | 加碼 | – |
| SEI Exchange Traded Funds81589A700 | SELECT INTL EQUI | 118,551 | $385.7 萬 | 1.6% | −1,142−1.0% | 減碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 72,362 | $335.5 萬 | 1.4% | +10,758+17.5% | 加碼 | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 30,426 | $309.1 萬 | 1.3% | +3,978+15.0% | 加碼 | – |
| TFCTruist Financial Corp | COM | 51,246 | $252.2 萬 | 1.1% | +927+1.8% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 111,745 | $229.6 萬 | 1.0% | −396−0.4% | 減碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,922 | $227.9 萬 | 1.0% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 36,754 | $221.1 萬 | 0.9% | +12,923+54.2% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,472 | $216.3 萬 | 0.9% | −588−11.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 42,078 | $206.8 萬 | 0.9% | −6,883−14.1% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 51,553 | $195.2 萬 | 0.8% | −1,013−1.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,677 | $174.0 萬 | 0.7% | −75−2.0% | 減碼 | – |
| SEI Exchange Traded Funds81589A502 | SELECT SMALL CAP | 58,416 | $163.2 萬 | 0.7% | +322+0.6% | 加碼 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 13,450 | $154.0 萬 | 0.6% | +6,682+98.7% | 加碼 | – |
| SEI Exchange Traded Funds81589A601 | SELECT EMERGING | 47,749 | $148.6 萬 | 0.6% | −1,159−2.4% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 35,859 | $137.4 萬 | 0.6% | −666−1.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,127 | $134.7 萬 | 0.6% | −509−7.7% | 減碼 | – |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 19,489 | $128.5 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,741 | $117.1 萬 | 0.5% | +177+1.9% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 22,622 | $112.3 萬 | 0.5% | −235−1.0% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,148 | $108.3 萬 | 0.5% | −57−1.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,148 | $108.0 萬 | 0.5% | −89−4.0% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 12,360 | $107.8 萬 | 0.5% | +610+5.2% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 9,206 | $107.4 萬 | 0.5% | +345+3.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,641 | $107.1 萬 | 0.5% | −2,382−33.9% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 14,967 | $104.6 萬 | 0.4% | −285−1.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 58,674 | $102.7 萬 | 0.4% | −1,128−1.9% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 22,319 | $99.0 萬 | 0.4% | +7,158+47.2% | 加碼 | – |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 14,147 | $92.7 萬 | 0.4% | +14,147 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 11,887 | $91.6 萬 | 0.4% | −819−6.4% | 減碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 8,255 | $85.9 萬 | 0.4% | −1,131−12.0% | 減碼 | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 20,524 | $82.6 萬 | 0.3% | +12,753+164.1% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 27,411 | $82.4 萬 | 0.3% | −396−1.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 2,576 | $80.6 萬 | 0.3% | −1,198−31.7% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 7,991 | $80.2 萬 | 0.3% | +4,394+122.2% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,372 | $74.4 萬 | 0.3% | −444−15.8% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,038 | $72.0 萬 | 0.3% | +198+10.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,036 | $71.4 萬 | 0.3% | −761−27.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,291 | $70.0 萬 | 0.3% | −147−6.0% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 13,373 | $67.6 萬 | 0.3% | −14,165−51.4% | 減碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 13,248 | $65.1 萬 | 0.3% | +7,238+120.4% | 加碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 15,234 | $63.8 萬 | 0.3% | +918+6.4% | 加碼 | – |
| SPDR Series Trust78464A706 | ST STR GLB DOW | 3,613 | $60.2 萬 | 0.3% | −3−0.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,296 | $58.9 萬 | 0.2% | 00.0% | 不變 | – |
| Capital Group Conservative E14020U100 | SHS | 19,254 | $58.7 萬 | 0.2% | +19,254 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,219 | $57.9 萬 | 0.2% | +1,664+30.0% | 加碼 | – |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 16,192 | $57.2 萬 | 0.2% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,217 | $57.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,473 | $56.5 萬 | 0.2% | +162+7.0% | 加碼 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 2,675 | $54.8 萬 | 0.2% | 00.0% | 不變 | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 38,850 | $54.7 萬 | 0.2% | +4,044+11.6% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 811 | $53.6 萬 | 0.2% | −422−34.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 6,085 | $52.4 萬 | 0.2% | +1,017+20.1% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 2,809 | $51.7 萬 | 0.2% | +62+2.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 19,715 | $51.7 萬 | 0.2% | +391+2.0% | 加碼 | – |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 2,235 | $51.5 萬 | 0.2% | +301+15.6% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,724 | $51.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,301 | $50.9 萬 | 0.2% | +4,791+106.2% | 加碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,000 | $50.6 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 2,332 | $48.3 萬 | 0.2% | +21+0.9% | 加碼 | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 9,363 | $47.8 萬 | 0.2% | −5,390−36.5% | 減碼 | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 6,014 | $47.8 萬 | 0.2% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 4,260 | $47.5 萬 | 0.2% | −105−2.4% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 17,497 | $47.4 萬 | 0.2% | 00.0% | 不變 | – |
| BPREBluerock Private Real Estate Fund | COM | 31,367 | $47.0 萬 | 0.2% | +31,367 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,356 | $46.9 萬 | 0.2% | +156+13.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 22,058 | $46.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,474 | $46.4 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 19,546 | $46.2 萬 | 0.2% | +366+1.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,755 | $45.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 5,563 | $44.4 萬 | 0.2% | +2,881+107.4% | 加碼 | – |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 12,096 | $43.1 萬 | 0.2% | +5,769+91.2% | 加碼 | – |
| BACBank of America Corp | Stock | 7,838 | $43.1 萬 | 0.2% | −184−2.3% | 減碼 | 歷史 |
| FETHFidelity Ethereum Fund | SHS | 14,522 | $43.0 萬 | 0.2% | −5,414−27.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 933 | $42.0 萬 | 0.2% | +163+21.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 4,455 | $41.2 萬 | 0.2% | −1,771−28.4% | 減碼 | – |
| BABoeing Co | Stock | 1,895 | $41.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,218 | $40.6 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 23,881 | $40.6 萬 | 0.2% | 00.0% | 不變 | – |
2025 年第 3 季之後清倉（13 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,525 | $121.1 萬 | 0.5% | – |
| NFLXNetflix Inc | Stock | 341 | $40.9 萬 | 0.2% | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,064 | $29.8 萬 | 0.1% | – |
| URIUnited Rentals, Inc. | COM | 297 | $28.4 萬 | 0.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 2,625 | $28.3 萬 | 0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 354 | $28.2 萬 | 0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,916 | $24.9 萬 | 0.1% | – |
| ISRGIntuitive Surgical Inc | COM NEW | 548 | $24.5 萬 | 0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 1,647 | $23.8 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 286 | $21.8 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 699 | $21.0 萬 | 0.1% | 歷史 |
| CTASCintas Corp | Stock | 1,000 | $20.5 萬 | 0.1% | 歷史 |
| CTMXCytomX Therapeutics, Inc. | COM | 23,000 | $7.34 萬 | <0.1% | 歷史 |