BlueChip Wealth Advisors LLC
- SEC CIK
- 0002015578
- 最新申報
- 2026/7/30
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/30 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 172
- 較 2026 年第 1 季 +25
- 總值
- $2.64 億
- 較 2026 年第 1 季 +$3,597 萬 (+15.8%)
| 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 | 21,365 | $1,595 萬 | 6.0% | +231+1.1% | 加碼 | 歷史 |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 284,062 | $1,414 萬 | 5.4% | −11,844−4.0% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 410,081 | $1,300 萬 | 4.9% | +1,975+0.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 138,971 | $1,072 萬 | 4.1% | +448+0.3% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 42,230 | $898.5 萬 | 3.4% | +1,586+3.9% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 169,228 | $815.3 萬 | 3.1% | −8,934−5.0% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 163,113 | $793.7 萬 | 3.0% | −6,595−3.9% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,285 | $770.3 萬 | 2.9% | −56−0.5% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,265 | $755.9 萬 | 2.9% | +175+1.7% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 145,575 | $687.1 萬 | 2.6% | +1,838+1.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 77,003 | $676.7 萬 | 2.6% | +62,337+425.0% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 74,587 | $604.6 萬 | 2.3% | −392−0.5% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 111,650 | $550.2 萬 | 2.1% | +940+0.8% | 加碼 | – |
| Capital Group Dividend Growe14021L109 | SHS ETF | 143,983 | $540.1 萬 | 2.0% | +957+0.7% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 14,393 | $530.2 萬 | 2.0% | +1,375+10.6% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 16,435 | $475.6 萬 | 1.8% | −338−2.0% | 減碼 | 歷史 |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 45,299 | $458.9 萬 | 1.7% | +5,208+13.0% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 22,563 | $451.5 萬 | 1.7% | +1,550+7.4% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 6,427 | $441.4 萬 | 1.7% | +1,759+37.7% | 加碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 38,234 | $439.2 萬 | 1.7% | −9,679−20.2% | 減碼 | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 85,933 | $391.8 萬 | 1.5% | +1,179+1.4% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 73,830 | $372.0 萬 | 1.4% | +57,649+356.3% | 加碼 | – |
| Capital Group Conservative E14020U100 | SHS | 96,166 | $315.6 萬 | 1.2% | +17,211+21.8% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 60,552 | $277.3 萬 | 1.1% | +50,918+528.5% | 加碼 | – |
| MFS Active Exchange Traded F55286W504 | VALUE ETF | 91,486 | $261.4 萬 | 1.0% | +53,199+138.9% | 加碼 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,922 | $256.9 萬 | 1.0% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R688 | S&P INTL DIVID | 117,760 | $252.7 萬 | 1.0% | +5,979+5.3% | 加碼 | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 54,329 | $248.3 萬 | 0.9% | −148−0.3% | 減碼 | – |
| TFCTruist Financial Corp | COM | 41,280 | $205.7 萬 | 0.8% | −7,500−15.4% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 15,195 | $188.7 萬 | 0.7% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 36,254 | $187.7 萬 | 0.7% | +27,658+321.8% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 36,027 | $181.9 萬 | 0.7% | +2,835+8.5% | 加碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 39,828 | $173.3 萬 | 0.7% | −12,055−23.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,632 | $172.8 萬 | 0.7% | −52−1.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 35,859 | $154.7 萬 | 0.6% | 00.0% | 不變 | – |
| Victory Portfolios II92647X830 | SHS FR CA FL ETF | 33,648 | $153.9 萬 | 0.6% | +33,648 | 新進 | – |
| HDHome Depot, Inc. | Stock | 4,225 | $149.0 萬 | 0.6% | −9,447−69.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,536 | $141.4 萬 | 0.5% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 11,887 | $139.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,688 | $134.5 萬 | 0.5% | +503+23.0% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,350 | $129.7 萬 | 0.5% | 00.0% | 不變 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 20,189 | $125.6 萬 | 0.5% | −694−3.3% | 減碼 | – |
| SOSouthern Co | Stock | 12,157 | $116.3 萬 | 0.4% | −73−0.6% | 減碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 43,606 | $115.6 萬 | 0.4% | +3,383+8.4% | 加碼 | – |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 17,681 | $113.7 萬 | 0.4% | +200+1.1% | 加碼 | – |
| Capital Group New Geography14021N105 | SHS | 30,229 | $113.2 萬 | 0.4% | +165+0.5% | 加碼 | – |
| TRLVTrulieve Cannabis Corp. | SUB VTG SHS | 114,464 | $112.5 萬 | 0.4% | +114,464 | 新進 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 29,490 | $108.7 萬 | 0.4% | −123−0.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,469 | $105.8 萬 | 0.4% | +10.0% | 加碼 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 39,195 | $102.8 萬 | 0.4% | +39,195 | 新進 | – |
| RBB Fund Trust75526L886 | FIRST EAGLE GBL | 20,847 | $102.0 萬 | 0.4% | +6,344+43.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,271 | $101.8 萬 | 0.4% | −460−9.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 53,882 | $100.0 萬 | 0.4% | −5,090−8.6% | 減碼 | – |
| Capital Group International14021T102 | SHS | 27,004 | $98.3 萬 | 0.4% | −2,610−8.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 16,142 | $93.1 萬 | 0.4% | +11,860+277.0% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 2,705 | $92.2 萬 | 0.3% | −22−0.8% | 減碼 | 歷史 |
| SNDASonida Senior Living, Inc. | COM | 21,641 | $88.3 萬 | 0.3% | +1,915+9.7% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 15,536 | $87.2 萬 | 0.3% | −434−2.7% | 減碼依 2 比 1 拆股換算 | – |
| SLViShares Silver Trust | ETF | 16,147 | $86.3 萬 | 0.3% | +10,200+171.5% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 12,648 | $85.4 萬 | 0.3% | +12,648 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 2,275 | $81.3 萬 | 0.3% | −261−10.3% | 減碼 | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 16,006 | $81.0 萬 | 0.3% | +85+0.5% | 加碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 19,529 | $79.4 萬 | 0.3% | −1,657−7.8% | 減碼 | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 15,459 | $78.2 萬 | 0.3% | +2,484+19.1% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $74.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 2,235 | $74.8 萬 | 0.3% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 2,098 | $74.1 萬 | 0.3% | +13+0.6% | 加碼 | 歷史 |
| Allspring Exchange Traded Fu01989A100 | INCOME PLUS ETF | 28,757 | $72.0 萬 | 0.3% | +28,757 | 新進 | – |
| CCitigroup Inc | Stock | 5,122 | $71.7 萬 | 0.3% | −5,000−49.4% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 21,138 | $70.4 萬 | 0.3% | −1,051−4.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E823 | GROWTH STRENGTH | 18,946 | $70.1 萬 | 0.3% | 00.0% | 不變 | – |
| COHRCoherent Corp. | COM | 1,740 | $68.6 萬 | 0.3% | +12+0.7% | 加碼 | 歷史 |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 12,866 | $68.4 萬 | 0.3% | −1,202−8.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,688 | $68.4 萬 | 0.3% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 1,990 | $68.3 萬 | 0.3% | −6−0.3% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 687 | $66.3 萬 | 0.3% | +115+20.1% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,667 | $66.2 萬 | 0.3% | +439+19.7% | 加碼 | 歷史 |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 48,350 | $66.2 萬 | 0.3% | +48,350 | 新進 | 歷史 |
| MFS Active Exchange Traded F55286W801 | BLEND INTL ETF | 21,175 | $64.2 萬 | 0.2% | +21,175 | 新進 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 5,199 | $61.4 萬 | 0.2% | −1,233−19.2% | 減碼 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,000 | $60.6 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 13,846 | $60.6 萬 | 0.2% | +13,846 | 新進 | – |
| JNJJohnson & Johnson | Stock | 2,311 | $58.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 Value ETF921932703 | ETF | 2,675 | $58.6 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 27,352 | $57.0 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 6,014 | $56.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,812 | $55.8 萬 | 0.2% | 00.0% | 不變 | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 3,063 | $55.5 萬 | 0.2% | −375−10.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,870 | $52.9 萬 | 0.2% | −100−2.5% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,478 | $52.6 萬 | 0.2% | −8,741−57.4% | 減碼 | 歷史 |
| FETHFidelity Ethereum Fund | SHS | 32,322 | $50.9 萬 | 0.2% | +5,200+19.2% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 10,000 | $50.7 萬 | 0.2% | +10,000 | 新進 | – |
| JBHTHunt J B Transport Services Inc | COM | 1,734 | $50.2 萬 | 0.2% | −123−6.6% | 減碼 | 歷史 |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 15,411 | $48.7 萬 | 0.2% | −794−4.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 27,881 | $48.4 萬 | 0.2% | +4,000+16.7% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,110 | $47.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,218 | $46.5 萬 | 0.2% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,700 | $46.0 萬 | 0.2% | −591−25.8% | 減碼 | 歷史 |
| Victory Portfolios II92647X764 | VICT FR GROW ETF | 13,375 | $45.9 萬 | 0.2% | +13,375 | 新進 | – |
| METAMeta Platforms, Inc. | Stock | 809 | $45.5 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AFLAflac Inc | Stock | 58,158 | $638.1 萬 | 2.8% | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,291 | $49.8 萬 | 0.2% | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 7,937 | $29.7 萬 | 0.1% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,298 | $23.6 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 8,061 | $23.4 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 850 | $20.1 萬 | 0.1% | 歷史 |
| VYXNCR Voyix Corp | COM | 18,462 | $11.7 萬 | 0.1% | 歷史 |
| DFDVDeFi Development Corp. | COM | 17,500 | $5.76 萬 | <0.1% | 歷史 |