PUFF WEALTH MANAGEMENT, LLC
- SEC CIK
- 0002052736
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/8。SEC
- 持股檔數
- 77
- 2026 年第 1 季 沒有申報
- 總值
- $9,809.09 萬
- 2026 年第 1 季 沒有申報
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| EA SERIES TRUST02072L185 | ASTORIA US QUALI | 193,875 | $704.17 萬 | 7.18% | +193,875 | 新進 | – |
| EA SERIES TRUST02072Q663 | ASTORIA DYNAMIC | 275,328 | $691.87 萬 | 7.05% | +275,328 | 新進 | – |
| AAPLAPPLE INC COM | Stock | 20,213 | $584.87 萬 | 5.96% | +20,213 | 新進 | 查看 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889 | ETF | 86,360 | $435.17 萬 | 4.44% | +86,360 | 新進 | – |
| FIRST TR EXCHANGE TRADED FD33738R704 | RBA INDL ETF | 26,506 | $353.2 萬 | 3.60% | +26,506 | 新進 | – |
| INVESTMENT MANAGERS SER TR I46141T117 | AXS ASTORIA INFL | 156,787 | $333.77 萬 | 3.40% | +156,787 | 新進 | – |
| NVDANVIDIA CORPORATION COM | Stock | 15,952 | $319.19 萬 | 3.25% | +15,952 | 新進 | 查看 |
| DOUBLELINE ETF TRUST25861R402 | MORTGAGE ETF | 62,570 | $307.15 萬 | 3.13% | +62,570 | 新進 | – |
| PIMCO ETF TR72201R585 | MULTISECTOR BD | 108,323 | $287.27 萬 | 2.93% | +108,323 | 新進 | – |
| EA SERIES TRUST02072L433 | AST EQU KIN ETF | 65,724 | $280.18 萬 | 2.86% | +65,724 | 新進 | – |
| AMZNAMAZON COM INC COM | Stock | 11,144 | $265.61 萬 | 2.71% | +11,144 | 新進 | 查看 |
| COLLABORATIVE INVESTMNT SER19423L722 | RARE DY FIXE ETF | 105,775 | $251.97 萬 | 2.57% | +105,775 | 新進 | – |
| METAMETA PLATFORMS INC CL A | Stock | 4,048 | $228 萬 | 2.32% | +4,048 | 新進 | 查看 |
| FIRST TR EXCHANGE-TRADED FD33738D101 | NO AMER ENERGY | 48,950 | $212.93 萬 | 2.17% | +48,950 | 新進 | – |
| NEOS ETF TRUST78433H675 | NASDAQ 100 HIGH | 36,710 | $208.47 萬 | 2.13% | +36,710 | 新進 | – |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 24,958 | $206.75 萬 | 2.11% | +24,958 | 新進 | – |
| AMERICAN CENTY ETF TR025072877 | US SML CP VALU | 16,481 | $205.62 萬 | 2.10% | +16,481 | 新進 | – |
| NEOS ETF TRUST78433H303 | NEOS S&P 500 HI | 34,863 | $185.09 萬 | 1.89% | +34,863 | 新進 | – |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 19,237 | $169.05 萬 | 1.72% | +19,237 | 新進 | – |
| SSGA ACTIVE TR78470P630 | SST BRIDGEWATER | 48,056 | $140.66 萬 | 1.43% | +48,056 | 新進 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 3,796 | $135.66 萬 | 1.38% | +3,796 | 新進 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740F888 | SMIT UNCO BD ETF | 54,457 | $135.49 萬 | 1.38% | +54,457 | 新進 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 3,835 | $135.49 萬 | 1.38% | +3,835 | 新進 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 3,650 | $119.47 萬 | 1.22% | +3,650 | 新進 | 查看 |
| ISHARES TR464288448 | INTL SEL DIV ETF | 28,774 | $119.21 萬 | 1.22% | +28,774 | 新進 | – |
| ALPS ETF TR00162Q452 | ALERIAN MLP | 22,004 | $114.09 萬 | 1.16% | +22,004 | 新進 | – |
| INVESCO EXCH TRADED FD TR II46138E628 | KBW BK ETF | 12,236 | $113.77 萬 | 1.16% | +12,236 | 新進 | – |
| TOUCHSTONE ETF TRUST89157W806 | TOUCHSTONE SANDS | 37,119 | $109.68 萬 | 1.12% | +37,119 | 新進 | – |
| TOUCHSTONE ETF TRUST89157W301 | ULTRA SHORT INCM | 42,663 | $107.77 萬 | 1.10% | +42,663 | 新進 | – |
| SPXXNUVEEN S&P 500 DYNAMIC OVERW | COM | 51,264 | $95.56 萬 | 0.97% | +51,264 | 新進 | 查看 |
| ABBVABBVIE INC COM | Stock | 3,787 | $95.3 萬 | 0.97% | +3,787 | 新進 | 查看 |
| SPDR SERIES TRUST78468R101 | ST SHO TREAS ETF | 30,860 | $89.52 萬 | 0.91% | +30,860 | 新進 | – |
| SPDR SERIES TRUST78464A672 | ST INTER ETF | 31,470 | $89.34 萬 | 0.91% | +31,470 | 新進 | – |
| MSFTMICROSOFT CORP COM | Stock | 2,333 | $87.02 萬 | 0.89% | +2,333 | 新進 | 查看 |
| FIRST TR EXCHANGE TRADED FD33738R308 | BUYWRIT INCM ETF | 35,852 | $85.51 萬 | 0.87% | +35,852 | 新進 | – |
| FIRST TR EXCHANGE-TRADED FD33738D309 | SENIOR LN FD | 18,515 | $82.86 萬 | 0.84% | +18,515 | 新進 | – |
| FIRST TR EXCH TRADED FD III33739E108 | PFD SECS INC ETF | 46,073 | $82.38 萬 | 0.84% | +46,073 | 新進 | – |
| FIRST TR EXCHANGE TRADED FD33738R860 | NASDAQ BK ETF | 19,015 | $78.59 萬 | 0.80% | +19,015 | 新進 | – |
| MUMICRON TECHNOLOGY INC COM | Stock | 631 | $72.8 萬 | 0.74% | +631 | 新進 | 查看 |
| VVISA INC COM CL A | Stock | 1,852 | $63.52 萬 | 0.65% | +1,852 | 新進 | 查看 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R506 | ETF | 7,782 | $63.08 萬 | 0.64% | +7,782 | 新進 | – |
| XOMEXXON MOBIL CORP | COM | 4,613 | $63.06 萬 | 0.64% | +4,613 | 新進 | 查看 |
| FIRST TR EXCHANGE-TRADED FD33739Q705 | FT VEST S&P 500 | 12,254 | $61.88 萬 | 0.63% | +12,254 | 新進 | – |
| FIRST TR EXCHANGE TRAD FD VI33739H101 | FST TR GLB FD | 20,484 | $55.41 萬 | 0.56% | +20,484 | 新進 | – |
| ISHARES INC464286319 | EM MKTS DIV ETF | 17,041 | $54.92 萬 | 0.56% | +17,041 | 新進 | – |
| FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302 | ETF | 1,951 | $51.64 萬 | 0.53% | +1,951 | 新進 | – |
| FIRST TR EXCHANGE-TRADED FD33733E104 | CAP STRENGTH ETF | 5,385 | $50.58 萬 | 0.52% | +5,385 | 新進 | – |
| ALPS ETF TR00162Q676 | ALERIAN ENERGY | 13,254 | $50.5 萬 | 0.51% | +13,254 | 新進 | – |
| ISHARES SELECT DIVIDEND ETF464287168 | ETF | 3,200 | $50.02 萬 | 0.51% | +3,200 | 新進 | – |
| CAPITAL GROUP DIVIDEND GROWE14021L109 | SHS ETF | 13,285 | $49.83 萬 | 0.51% | +13,285 | 新進 | – |
| FIRST TR EXCHNG TRADED FD VI33740F276 | FT ENER INCO ETF | 22,030 | $48.11 萬 | 0.49% | +22,030 | 新進 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 632 | $46.52 萬 | 0.47% | +632 | 新進 | – |
| ABTABBOTT LABORATORIES COM | Stock | 5,109 | $46.36 萬 | 0.47% | +5,109 | 新進 | 查看 |
| FIRST TR EXCHNG TRADED FD VI33740U109 | TCW SECURITIZED | 19,409 | $41.5 萬 | 0.42% | +19,409 | 新進 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 526 | $39.39 萬 | 0.40% | +526 | 新進 | – |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 858 | $37.18 萬 | 0.38% | +858 | 新進 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 2,216 | $36.74 萬 | 0.37% | +2,216 | 新進 | 查看 |
| KLACKLA CORP | COM NEW | 1,217 | $36.73 萬 | 0.37% | +1,217 | 新進 | 查看 |
| GWWWW GRAINGER INC COM | Stock | 266 | $36.19 萬 | 0.37% | +266 | 新進 | 查看 |
| WDCWESTERN DIGITAL CORP | COM | 564 | $36.04 萬 | 0.37% | +564 | 新進 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V431 | S&P 500 GARP ETF | 2,820 | $34.49 萬 | 0.35% | +2,820 | 新進 | – |
| LLYELI LILLY & CO COM | Stock | 284 | $34.12 萬 | 0.35% | +284 | 新進 | 查看 |
| TDTORONTO DOMINION BK ONT COM NEW | Stock | 2,680 | $32.54 萬 | 0.33% | +2,680 | 新進 | 查看 |
| ETFIS SER TR I26923G806 | VIRTUS REAVES UT | 3,960 | $32.37 萬 | 0.33% | +3,960 | 新進 | – |
| IBITISHARES BITCOIN TRUST ETF | ETF | 9,575 | $31.88 萬 | 0.32% | +9,575 | 新進 | 查看 |
| TSLATESLA INC COM | Stock | 756 | $31.8 萬 | 0.32% | +756 | 新進 | 查看 |
| CATCATERPILLAR INC COM | Stock | 289 | $30.8 萬 | 0.31% | +289 | 新進 | 查看 |
| FIRST TR EXCHANGE-TRADED FD336920103 | US EQTY OPPT ETF | 1,432 | $29.53 萬 | 0.30% | +1,432 | 新進 | – |
| FIRST TR EXCHANGE-TRADED FD33733E203 | NY ARCA BIOTECH | 1,067 | $26.46 萬 | 0.27% | +1,067 | 新進 | – |
| FIRST TR EXCHANGE-TRADED FD336917109 | SHS | 5,397 | $26.26 萬 | 0.27% | +5,397 | 新進 | – |
| TJXTJX COS INC NEW COM | Stock | 1,658 | $25.12 萬 | 0.26% | +1,658 | 新進 | 查看 |
| FTNTFORTINET INC COM | Stock | 1,606 | $24.67 萬 | 0.25% | +1,606 | 新進 | 查看 |
| WMTWALMART INC COM | Stock | 2,167 | $24.54 萬 | 0.25% | +2,167 | 新進 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 293 | $21.91 萬 | 0.22% | +293 | 新進 | 查看 |
| INTCINTEL CORP COM | Stock | 1,541 | $21.51 萬 | 0.22% | +1,541 | 新進 | 查看 |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 568 | $21.02 萬 | 0.21% | +568 | 新進 | – |
| FIRST TR EXCHANGE-TRADED FD33737A108 | NASDQ CLN EDGE | 1,062 | $20.37 萬 | 0.21% | +1,062 | 新進 | – |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/8 | 77 | $9,809.09 萬 | – | SEC |
| 2025 年第 4 季 | 2026/1/7 | 70 | $7,739.23 萬 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/10/6 | 59 | $6,584.04 萬 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/8/15 | 88 | $6,146.81 萬 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/4/16 | 74 | $5,658.16 萬 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/1/30 | 60 | $5,736.15 萬 | – | SEC |