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 |
|---|---|---|---|---|---|---|---|
| DEFTDefi Technologies, Inc. | COM | 11,000 | $5,656 | <0.1% | 00.0% | 不變 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 10,837 | $11.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CIONCION Investment Corp | COM | 20,594 | $12.8 萬 | <0.1% | −4,082−16.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 6,814 | $20.0 萬 | 0.1% | +6,814 | 新進 | – |
| Ssga Active Tr78470P408 | STATE STREET US | 3,158 | $20.5 萬 | 0.1% | +3,158 | 新進 | – |
| ANETArista Networks, Inc. | Stock | 1,210 | $20.6 萬 | 0.1% | +1,210 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 830 | $20.6 萬 | 0.1% | +830 | 新進 | – |
| First Tr Exchng Traded FD VI33740F821 | ACTV FCTR LGCP | 4,788 | $20.8 萬 | 0.1% | +4,788 | 新進 | – |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 2,823 | $20.8 萬 | 0.1% | +2,823 | 新進 | – |
| GLGlobe Life Inc. | COM | 1,175 | $21.0 萬 | 0.1% | +1,175 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 5,214 | $21.3 萬 | 0.1% | +5,214 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 308 | $21.7 萬 | 0.1% | −134−30.3% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 190 | $22.3 萬 | 0.1% | +190 | 新進 | 歷史 |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 2,403 | $22.4 萬 | 0.1% | +2,403 | 新進 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,516 | $22.4 萬 | 0.1% | 00.0% | 不變 | – |
| NUVNuveen Municipal Value Fund Inc | COM | 25,445 | $23.5 萬 | 0.1% | +25,445 | 新進 | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 10,000 | $23.9 萬 | 0.1% | +10,000 | 新進 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 5,461 | $24.2 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 1,492 | $24.4 萬 | 0.1% | +1,492 | 新進 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 2,487 | $24.4 萬 | 0.1% | −142−5.4% | 減碼 | – |
| iShares Tr464288372 | GLB INFRASTR ETF | 3,699 | $24.6 萬 | 0.1% | −557−13.1% | 減碼 | – |
| SMASmartStop Self Storage REIT, Inc. | COMMON STOCK | 7,666 | $24.9 萬 | 0.1% | −1,365−15.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 1,810 | $25.3 萬 | 0.1% | +1,810 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 702 | $26.2 萬 | 0.1% | −63−8.2% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 2,605 | $26.3 萬 | 0.1% | −342−11.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 816 | $26.7 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,062 | $27.8 萬 | 0.1% | −563−12.2% | 減碼 | – |
| ORealty Income Corp | REIT | 4,609 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,675 | $28.6 萬 | 0.1% | +1,675 | 新進 | 歷史 |
| First Tr Exch TRD Alphdx FD33737J117 | EUROPE ALPHADEX | 5,082 | $29.0 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 2,109 | $29.5 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 319 | $29.9 萬 | 0.1% | −38−10.6% | 減碼 | 歷史 |
| MFS Active Exchange Traded F55286W207 | GROWTH ETF | 10,000 | $30.3 萬 | 0.1% | +10,000 | 新進 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 6,084 | $30.3 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,832 | $30.4 萬 | 0.1% | −6−0.3% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 5,021 | $30.7 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exch TRD Alphdx FD33737J158 | JAPAN ALPHADEX | 4,075 | $31.1 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,200 | $31.4 萬 | 0.1% | +6,200 | 新進 | – |
| CBChubb Ltd | Stock | 921 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,500 | $32.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MASMasco Corp | COM | 4,000 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,092 | $32.7 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,421 | $32.8 萬 | 0.1% | +85+3.6% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 812 | $33.3 萬 | 0.1% | 00.0% | 不變 | – |
| SYYSysco Corp | Stock | 4,000 | $33.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BATRAAtlanta Braves Holdings, Inc. | COM SER A | 6,010 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FSKFS KKR Capital Corp | COM | 32,776 | $34.4 萬 | 0.1% | +22,681+224.7% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 3,312 | $34.4 萬 | 0.1% | −481−12.7% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 300 | $34.6 萬 | 0.1% | +300 | 新進 | 歷史 |
| SEI Exchange Traded Funds81589A874 | HIGH YIELD BOND | 14,049 | $35.4 萬 | 0.1% | +14,049 | 新進 | – |
| BPREBluerock Private Real Estate Fund | COM | 27,432 | $35.7 萬 | 0.1% | +8,653+46.1% | 加碼 | 歷史 |
| MATXMatson, Inc. | COM | 1,868 | $35.9 萬 | 0.1% | −597−24.2% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 9,127 | $36.8 萬 | 0.1% | +9,127 | 新進 | – |
| IAUiShares Gold Trust | ETF | 4,882 | $36.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,072 | $36.9 萬 | 0.1% | −402−27.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,187 | $37.0 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78468R515 | ST STR USD ETF | 14,759 | $37.5 萬 | 0.1% | +14,759 | 新進 | – |
| TSLATesla, Inc. | Stock | 920 | $38.7 萬 | 0.1% | −111−10.8% | 減碼 | 歷史 |
| SPDR Series Trust78468R440 | STATE STRET SPDR | 11,622 | $38.9 萬 | 0.1% | +11,622 | 新進 | – |
| SPDR Series Trust78464A706 | ST STR GLB DOW | 2,104 | $38.9 萬 | 0.1% | −1,509−41.8% | 減碼 | – |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 12,283 | $39.3 萬 | 0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 3,602 | $40.8 萬 | 0.2% | −658−15.4% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 8,414 | $41.8 萬 | 0.2% | +8,414 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 4,455 | $41.8 萬 | 0.2% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,945 | $42.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33739G103 | MNGD FUTRS STRGY | 8,430 | $42.3 萬 | 0.2% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 7,488 | $42.7 萬 | 0.2% | −350−4.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,415 | $42.9 萬 | 0.2% | +125+9.7% | 加碼 | – |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 20,121 | $43.1 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 4,518 | $43.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D796 | INTER GRADE ETF | 21,289 | $44.1 萬 | 0.2% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 1,178 | $44.5 萬 | 0.2% | −28−2.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 809 | $45.5 萬 | 0.2% | +2+0.2% | 加碼 | 歷史 |
| Victory Portfolios II92647X764 | VICT FR GROW ETF | 13,375 | $45.9 萬 | 0.2% | +13,375 | 新進 | – |
| MCDMcDonalds Corp | Stock | 1,700 | $46.0 萬 | 0.2% | −591−25.8% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,218 | $46.5 萬 | 0.2% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 2,110 | $47.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F508 | FLEXIBL MUN HIGH | 27,881 | $48.4 萬 | 0.2% | +4,000+16.7% | 加碼 | – |
| First Tr Exchange Trad FD VI33740Y101 | ALT ABSLT STRG | 15,411 | $48.7 萬 | 0.2% | −794−4.9% | 減碼 | – |
| JBHTHunt J B Transport Services Inc | COM | 1,734 | $50.2 萬 | 0.2% | −123−6.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 10,000 | $50.7 萬 | 0.2% | +10,000 | 新進 | – |
| FETHFidelity Ethereum Fund | SHS | 32,322 | $50.9 萬 | 0.2% | +5,200+19.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 6,478 | $52.6 萬 | 0.2% | −8,741−57.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,870 | $52.9 萬 | 0.2% | −100−2.5% | 減碼 | 歷史 |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 3,063 | $55.5 萬 | 0.2% | −375−10.9% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,812 | $55.8 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 | – |
| First Tr Exchange-Traded FD33738D788 | CORE INVESTMENT | 27,352 | $57.0 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 2,675 | $58.6 萬 | 0.2% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 2,311 | $58.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 13,846 | $60.6 萬 | 0.2% | +13,846 | 新進 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,000 | $60.6 萬 | 0.2% | 00.0% | 不變 | – |
| American Centy ETF Tr025072307 | US QUALITY GROW | 5,199 | $61.4 萬 | 0.2% | −1,233−19.2% | 減碼 | – |
| MFS Active Exchange Traded F55286W801 | BLEND INTL ETF | 21,175 | $64.2 萬 | 0.2% | +21,175 | 新進 | – |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 48,350 | $66.2 萬 | 0.3% | +48,350 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 2,667 | $66.2 萬 | 0.3% | +439+19.7% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 687 | $66.3 萬 | 0.3% | +115+20.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,990 | $68.3 萬 | 0.3% | −6−0.3% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 15,688 | $68.4 萬 | 0.3% | 00.0% | 不變 | – |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 12,866 | $68.4 萬 | 0.3% | −1,202−8.5% | 減碼 | – |
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 |