Puff Wealth Management, LLC
- SEC CIK
- 0002052736
- 最新申報
- 2026/7/8
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/16 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 74
- 較 2024 年第 4 季 +14
- 總值
- $5,658 萬
- 較 2024 年第 4 季 −$78.0 萬 (−1.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 20,805 | $462.1 萬 | 8.2% | −103−0.5% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 38,340 | $261.5 萬 | 4.6% | +2,961+8.4% | 加碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 69,653 | $261.1 萬 | 4.6% | +3,133+4.7% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 51,733 | $260.4 萬 | 4.6% | +109+0.2% | 加碼 | – |
| Ea Series Trust02072L433 | AST EQU KIN ETF | 85,326 | $249.7 萬 | 4.4% | −3,999−4.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,316 | $248.7 萬 | 4.4% | −37−0.8% | 減碼 | 歷史 |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 72,630 | $241.4 萬 | 4.3% | −5,156−6.6% | 減碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 25,156 | $221.8 萬 | 3.9% | −153−0.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 82,802 | $204.9 萬 | 3.6% | +1,079+1.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 10,711 | $203.8 萬 | 3.6% | +174+1.7% | 加碼 | 歷史 |
| Ea Series Trust02072L185 | ASTORIA US QUALI | 81,789 | $191.0 萬 | 3.4% | +81,789 | 新進 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 62,023 | $177.3 萬 | 3.1% | −52−0.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 14,274 | $154.7 萬 | 2.7% | +1,088+8.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 25,667 | $117.2 萬 | 2.1% | +208+0.8% | 加碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 61,269 | $107.8 萬 | 1.9% | +421+0.7% | 加碼 | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 79,065 | $103.7 萬 | 1.8% | +300+0.4% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 47,128 | $103.0 萬 | 1.8% | +443+0.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 27,526 | $100.2 萬 | 1.8% | −7,282−20.9% | 減碼 | – |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 32,148 | $97.7 萬 | 1.7% | +2,030+6.7% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 10,287 | $92.2 萬 | 1.6% | +807+8.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,148 | $86.9 萬 | 1.5% | −414−9.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 2,360 | $82.7 萬 | 1.5% | +84+3.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 18,421 | $79.9 萬 | 1.4% | +2,613+16.5% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,705 | $79.4 萬 | 1.4% | +842+6.1% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 15,078 | $76.2 萬 | 1.3% | +654+4.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 2,026 | $76.1 萬 | 1.3% | +317+18.5% | 加碼 | 歷史 |
| Investment Managers Ser Tr I46141T117 | AXS ASTORIA INFL | 49,195 | $71.3 萬 | 1.3% | +1,249+2.6% | 加碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 14,531 | $71.3 萬 | 1.3% | +166+1.2% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 5,144 | $68.2 萬 | 1.2% | −66−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,309 | $66.6 萬 | 1.2% | +1,105+34.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 31,021 | $65.6 萬 | 1.2% | +443+1.4% | 加碼 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 23,521 | $60.0 萬 | 1.1% | +78+0.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 2,443 | $59.9 萬 | 1.1% | −138−5.3% | 減碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,335 | $59.3 萬 | 1.0% | +6,335 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 8,878 | $52.0 萬 | 0.9% | +10+0.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,228 | $50.3 萬 | 0.9% | +59+1.4% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,127 | $47.3 萬 | 0.8% | −405−16.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 3,017 | $47.1 萬 | 0.8% | +44+1.5% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 20,921 | $42.4 萬 | 0.8% | +313+1.5% | 加碼 | – |
| CVXChevron Corp | Stock | 2,385 | $39.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,728 | $38.3 萬 | 0.7% | +2+0.1% | 加碼 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,972 | $37.8 萬 | 0.7% | +3+0.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 3,136 | $31.3 萬 | 0.6% | −18−0.6% | 減碼 | – |
| First Tr Exchange-Traded FD336917109 | SHS | 7,025 | $30.5 萬 | 0.5% | +14+0.2% | 加碼 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,728 | $29.4 萬 | 0.5% | −3,610−67.6% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 791 | $29.0 萬 | 0.5% | +58+7.9% | 加碼 | 歷史 |
| Collaborative Investmnt Ser19423L441 | RAREVIEW TOTL RT | 11,465 | $28.7 萬 | 0.5% | +11,465 | 新進 | – |
| EQTEQT Corp | Stock | 5,265 | $28.1 萬 | 0.5% | +5,265 | 新進 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,641 | $27.0 萬 | 0.5% | +9,641 | 新進 | – |
| GWWW.W. Grainger, Inc. | Stock | 265 | $26.2 萬 | 0.5% | −1−0.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 7,561 | $25.3 萬 | 0.4% | +309+4.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 286 | $23.6 萬 | 0.4% | +286 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 251 | $23.4 萬 | 0.4% | −6−2.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 422 | $23.1 萬 | 0.4% | +422 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 845 | $22.7 萬 | 0.4% | −19−2.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,342 | $20.6 萬 | 0.4% | +1,342 | 新進 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 1,841 | $20.6 萬 | 0.4% | +4+0.2% | 加碼 | – |
| SOSouthern Co | Stock | 1,301 | $12.0 萬 | 0.2% | +1,301 | 新進 | 歷史 |
| GPRKGeoPark Ltd | USD SHS | 13,000 | $10.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 2,855 | $8.07 萬 | 0.1% | +2,855 | 新進 | 歷史 |
| SRESempra | Stock | 774 | $5.52 萬 | 0.1% | +774 | 新進 | 歷史 |
| PSAPublic Storage | COM | 174 | $5.21 萬 | 0.1% | +174 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 361 | $2.83 萬 | <0.1% | +361 | 新進 | 歷史 |
| METMetlife Inc | Stock | 184 | $1.48 萬 | <0.1% | +184 | 新進 | 歷史 |
| STTState Street Corp | COM | 129 | $1.16 萬 | <0.1% | +129 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 89 | $9,945 | <0.1% | +89 | 新進 | 歷史 |
| KEYKeycorp | COM | 546 | $8,731 | <0.1% | +546 | 新進 | 歷史 |
| WWWW International, Inc. | COM | 10,000 | $5,226 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 28 | $2,018 | <0.1% | +28 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 11 | $1,290 | <0.1% | +11 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 6 | $694 | <0.1% | +6 | 新進 | 歷史 |
| TFCTruist Financial Corp | COM | 15 | $623 | <0.1% | +15 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 5 | $422 | <0.1% | +5 | 新進 | 歷史 |
| MTBM&T Bank Corp | COM | 1 | $179 | <0.1% | +1 | 新進 | 歷史 |
選擇權（26 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 | – | $1,155 萬 |
| RGAReinsurance Group of America Inc | COM NEW | – | $537.5 萬 |
| PSAPublic Storage | COM | – | $484.8 萬 |
| MSMorgan Stanley | Stock | – | $353.5 萬 |
| AMGAffiliated Managers Group, Inc. | Stock | – | $317.6 萬 |
| WFCWells Fargo & Company | Stock | – | $291.5 萬 |
| SOSouthern Co | Stock | – | $263.0 萬 |
| MTBM&T Bank Corp | COM | – | $262.8 萬 |
| ADArray Digital Infrastructure, Inc. | COM | – | $208.8 萬 |
| STTState Street Corp | COM | – | $169.2 萬 |
| BNYBank of New York Mellon Corp | Stock | – | $120.8 萬 |
| TAT&T Inc. | Stock | – | $107.7 萬 |
| WTFCWintrust Financial Corp | COM | – | $104.6 萬 |
| PRUPrudential Financial Inc | Stock | – | $102.7 萬 |
| SRESempra | Stock | – | $101.3 萬 |
| KKRKKR & Co. Inc. | COM | – | $78.6 萬 |
| TFCTruist Financial Corp | COM | – | $61.7 萬 |
| PNFPPinnacle Financial Partners, Inc. | COM | – | $53.0 萬 |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | – | $45.4 萬 |
| JXNJackson Financial Inc. | COM CL A | – | $39.4 萬 |
| LNCLincoln National Corp | COM | – | $34.5 萬 |
| SCHWSchwab Charles Corp | Stock | – | $25.0 萬 |
| METMetlife Inc | Stock | – | $24.9 萬 |
| RFRegions Financial Corp | COM | – | $23.7 萬 |
| WRBBerkley W R Corp | COM | – | $22.1 萬 |
| KEYKeycorp | COM | – | $20.9 萬 |
2024 年第 4 季之後清倉（9 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 22,029 | $151.9 萬 | 2.6% | – |
| TSLATesla, Inc. | Stock | 716 | $28.9 萬 | 0.5% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 540 | $27.3 萬 | 0.5% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 387 | $22.7 萬 | 0.4% | 歷史 |
| 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% | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 15,483 | $6.69 萬 | 0.1% | 歷史 |