Puff Wealth Management, LLC
- SEC CIK
- 0002052736
- 最新申報
- 2026/7/8
2024 年第 4 季持倉
持倉截至 2024/12/31,2025/1/30 申報。只含多頭部位。
- 持股檔數
- 60
- 2024 年第 3 季沒有申報
- 總值
- $5,736 萬
- 2024 年第 3 季沒有申報
Puff Wealth Management, LLC 沒有申報 2024 年第 3 季的 13F,這一季的持倉沒辦法跟上一季比較,所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 20,908 | $523.6 萬 | 9.1% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 35,379 | $272.6 萬 | 4.8% | – | – | – |
| Ea Series Trust02072L433 | AST EQU KIN ETF | 89,325 | $271.5 萬 | 4.7% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 51,624 | $259.8 萬 | 4.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,353 | $254.9 萬 | 4.4% | – | – | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 77,786 | $254.8 萬 | 4.4% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 25,309 | $244.3 萬 | 4.3% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 66,520 | $237.1 萬 | 4.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 10,537 | $231.2 萬 | 4.0% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 81,723 | $201.4 萬 | 3.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 13,186 | $177.1 萬 | 3.1% | – | – | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 62,075 | $173.1 萬 | 3.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 22,029 | $151.9 萬 | 2.6% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 34,808 | $118.8 萬 | 2.1% | – | – | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 25,459 | $117.7 萬 | 2.1% | – | – | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 78,765 | $110.2 萬 | 1.9% | – | – | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 46,685 | $108.6 萬 | 1.9% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 60,848 | $107.7 萬 | 1.9% | – | – | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 30,118 | $95.8 萬 | 1.7% | – | – | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 5,338 | $88.7 萬 | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 9,480 | $83.3 萬 | 1.5% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,562 | $81.1 萬 | 1.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 14,424 | $72.4 萬 | 1.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 13,863 | $72.4 萬 | 1.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,709 | $72.0 萬 | 1.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,276 | $71.9 萬 | 1.3% | – | – | 歷史 |
| Investment Managers Ser Tr I46141T117 | AXS ASTORIA INFL | 47,946 | $69.5 萬 | 1.2% | – | – | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 14,365 | $69.1 萬 | 1.2% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 15,808 | $68.7 萬 | 1.2% | – | – | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 30,578 | $63.2 萬 | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,581 | $61.9 萬 | 1.1% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,532 | $61.6 萬 | 1.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,204 | $60.7 萬 | 1.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 5,210 | $58.9 萬 | 1.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,973 | $56.6 萬 | 1.0% | – | – | 歷史 |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 23,443 | $56.1 萬 | 1.0% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 8,868 | $52.4 萬 | 0.9% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,169 | $44.8 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,726 | $43.5 萬 | 0.8% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,969 | $41.4 萬 | 0.7% | – | – | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 20,608 | $40.1 萬 | 0.7% | – | – | – |
| CVXChevron Corp | Stock | 2,385 | $34.5 萬 | 0.6% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 3,154 | $33.1 萬 | 0.6% | – | – | – |
| TSLATesla, Inc. | Stock | 716 | $28.9 萬 | 0.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 864 | $28.9 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 733 | $28.5 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 7,011 | $28.2 萬 | 0.5% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 266 | $28.0 萬 | 0.5% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 540 | $27.3 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 7,252 | $26.0 萬 | 0.5% | – | – | – |
| NFLXNetflix Inc | Stock | 257 | $22.9 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 387 | $22.7 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 1,837 | $21.9 萬 | 0.4% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 6,645 | $20.8 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,242 | $20.8 萬 | 0.4% | – | – | 歷史 |
| John Hancock Exchange Traded47804J107 | MLTFCTR LRG CAP | 2,963 | $20.6 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 345 | $20.3 萬 | 0.4% | – | – | – |
| GPRKGeoPark Ltd | USD SHS | 13,000 | $12.1 萬 | 0.2% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 15,483 | $6.69 萬 | 0.1% | – | – | 歷史 |
| WWWW International, Inc. | COM | 10,000 | $1.27 萬 | <0.1% | – | – | 歷史 |
選擇權(1 檔)
同一份申報裡的賣權(put)與買權(call)。金額是標的股票的市值,也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | – | $9,734 |