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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。

機構總覽
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
申報日
2025/1/30
SEC

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。

Puff Wealth Management, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock20,908$523.6 萬9.1%––歷史
First Tr Exchange Traded FD33738R704RBA INDL ETF35,379$272.6 萬4.8%–––
Ea Series Trust02072L433AST EQU KIN ETF89,325$271.5 萬4.7%–––
WisdomTree Tr97717Y527FLOATNG RAT TREA51,624$259.8 萬4.5%–––
METAMeta Platforms, Inc.Stock4,353$254.9 萬4.4%––歷史
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF77,786$254.8 萬4.4%–––
American Centy ETF Tr025072877US SML CP VALU25,309$244.3 萬4.3%–––
First Tr Exchange-Traded FD33738D101NO AMER ENERGY66,520$237.1 萬4.1%–––
AMZNAmazon Com IncStock10,537$231.2 萬4.0%––歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF81,723$201.4 萬3.5%–––
NVDANVIDIA CorpStock13,186$177.1 萬3.1%––歷史
SPDR Series Trust78464A672ST INTER ETF62,075$173.1 萬3.0%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF22,029$151.9 萬2.6%–––
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF34,808$118.8 萬2.1%–––
First Tr Exchange-Traded FD33738D309SENIOR LN FD25,459$117.7 萬2.1%–––
BXMXNuveen S&P 500 BuyWrite Income FundCOM78,765$110.2 萬1.9%––歷史
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF46,685$108.6 萬1.9%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF60,848$107.7 萬1.9%–––
First Tr Exchange Traded FD33738R860NASDAQ BK ETF30,118$95.8 萬1.7%–––
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH5,338$88.7 萬1.5%–––
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF9,480$83.3 萬1.5%–––
ABBVAbbVie Inc.Stock4,562$81.1 萬1.4%––歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 50014,424$72.4 萬1.3%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF13,863$72.4 萬1.3%–––
MSFTMicrosoft CorpStock1,709$72.0 萬1.3%––歷史
VVisa Inc.Stock2,276$71.9 萬1.3%––歷史
Investment Managers Ser Tr I46141T117AXS ASTORIA INFL47,946$69.5 萬1.2%–––
Doubleline ETF Trust25861R402MORTGAGE ETF14,365$69.1 萬1.2%–––
WisdomTree Tr97717X594ITL HDG QTLY DIV15,808$68.7 萬1.2%–––
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED30,578$63.2 萬1.1%–––
JPMJPMorgan Chase & CoStock2,581$61.9 萬1.1%––歷史
First Trust Dow Jones Internet Index Fund33733E302ETF2,532$61.6 萬1.1%–––
GOOGLAlphabet Inc.Stock3,204$60.7 萬1.1%––歷史
ABTAbbott LaboratoriesStock5,210$58.9 萬1.0%––歷史
GOOGAlphabet Inc.Stock2,973$56.6 萬1.0%––歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD23,443$56.1 萬1.0%–––
First Trust Rising Dividend Achievers ETF33738R506ETF8,868$52.4 萬0.9%–––
XOMExxonMobil Holdings CorpCOM4,169$44.8 萬0.8%––歷史
iShares Tr464287721U.S. TECH ETF2,726$43.5 萬0.8%–––
iShares Core S&P U.S. Growth ETF464287671ETF2,969$41.4 萬0.7%–––
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF20,608$40.1 萬0.7%–––
CVXChevron CorpStock2,385$34.5 萬0.6%––歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF3,154$33.1 萬0.6%–––
TSLATesla, Inc.Stock716$28.9 萬0.5%––歷史
CRMSalesforce, Inc.Stock864$28.9 萬0.5%––歷史
HDHome Depot, Inc.Stock733$28.5 萬0.5%––歷史
First Tr Exchange-Traded FD336917109SHS7,011$28.2 萬0.5%–––
GWWW.W. Grainger, Inc.Stock266$28.0 萬0.5%––歷史
UNHUnitedHealth Group IncStock540$27.3 萬0.5%––歷史
First Tr Exchange Traded FD33741X102SMID RISNG ETF7,252$26.0 萬0.5%–––
NFLXNetflix IncStock257$22.9 萬0.4%––歷史
SPYSPDR S&P 500 ETF TrustETF387$22.7 萬0.4%––歷史
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF1,837$21.9 萬0.4%–––
EPDEnterprise Products Partners L.P.Stock6,645$20.8 萬0.4%––歷史
PGProcter & Gamble CoStock1,242$20.8 萬0.4%––歷史
John Hancock Exchange Traded47804J107MLTFCTR LRG CAP2,963$20.6 萬0.4%–––
iShares Core S&P 500 ETF464287200ETF345$20.3 萬0.4%–––
GPRKGeoPark LtdUSD SHS13,000$12.1 萬0.2%––歷史
RCLRoyal Caribbean Cruises LtdCOM15,483$6.69 萬0.1%––歷史
WWWW International, Inc.COM10,000$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。

Puff Wealth Management, LLC 在 2024 年第 4 季的選擇權部位
證券類別賣權買權
JPMJPMorgan Chase & CoStock–$9,734