Puff Wealth Management, LLC
- SEC CIK
- 0002052736
- 最新申報
- 2026/7/8
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 88
- 較 2025 年第 1 季 +14
- 總值
- $6,147 萬
- 較 2025 年第 1 季 +$488.6 萬 (+8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 20,496 | $420.5 萬 | 6.8% | −309−1.5% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,519 | $333.5 萬 | 5.4% | +203+4.7% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 33,725 | $274.5 萬 | 4.5% | −4,615−12.0% | 減碼 | – |
| Ea Series Trust02072L433 | AST EQU KIN ETF | 84,349 | $271.7 萬 | 4.4% | −977−1.1% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 52,148 | $262.4 萬 | 4.3% | +415+0.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 16,096 | $254.3 萬 | 4.1% | +1,822+12.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 63,191 | $237.0 萬 | 3.9% | −6,462−9.3% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 10,598 | $232.5 萬 | 3.8% | −113−1.1% | 減碼 | 歷史 |
| Ea Series Trust02072L185 | ASTORIA US QUALI | 83,807 | $226.9 萬 | 3.7% | +2,018+2.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 21,847 | $199.0 萬 | 3.2% | −3,309−13.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 78,557 | $195.5 萬 | 3.2% | −4,245−5.1% | 減碼 | – |
| Ea Series Trust02072Q663 | ASTORIA DYNAMIC | 72,859 | $183.9 萬 | 3.0% | +72,859 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 42,139 | $170.6 萬 | 2.8% | +14,613+53.1% | 加碼 | – |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 25,792 | $126.6 萬 | 2.1% | +11,261+77.5% | 加碼 | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 43,839 | $126.1 萬 | 2.1% | −18,184−29.3% | 減碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 26,484 | $121.5 萬 | 2.0% | +817+3.2% | 加碼 | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 81,552 | $113.2 萬 | 1.8% | +2,487+3.1% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 62,759 | $111.7 萬 | 1.8% | +1,490+2.4% | 加碼 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 48,831 | $111.6 萬 | 1.8% | +1,703+3.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,942 | $96.6 萬 | 1.6% | −84−4.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,288 | $95.3 萬 | 1.6% | +845+34.6% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 28,465 | $94.0 萬 | 1.5% | −3,683−11.5% | 減碼 | – |
| Investment Managers Ser Tr I46141T117 | AXS ASTORIA INFL | 52,607 | $86.0 萬 | 1.4% | +3,412+6.9% | 加碼 | – |
| VVisa Inc. | Stock | 2,340 | $83.1 萬 | 1.4% | −20−0.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 16,374 | $80.4 萬 | 1.3% | +1,296+8.6% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,163 | $77.3 萬 | 1.3% | +15+0.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 8,143 | $74.0 萬 | 1.2% | −2,144−20.8% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,315 | $73.9 萬 | 1.2% | −2,390−16.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 4,153 | $73.7 萬 | 1.2% | +1,136+37.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,033 | $71.1 萬 | 1.2% | −276−6.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 5,105 | $69.4 萬 | 1.1% | −39−0.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 27,587 | $58.3 萬 | 0.9% | −3,434−11.1% | 減碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,127 | $57.3 萬 | 0.9% | 00.0% | 不變 | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 21,177 | $56.3 萬 | 0.9% | +21,177 | 新進 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 22,762 | $56.2 萬 | 0.9% | −759−3.2% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 8,885 | $55.7 萬 | 0.9% | +7+0.1% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 2,729 | $47.3 萬 | 0.8% | +10.0% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,283 | $46.2 萬 | 0.8% | +55+1.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,242 | $45.4 萬 | 0.7% | +6,242 | 新進 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,975 | $44.7 萬 | 0.7% | +3+0.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 21,249 | $41.9 萬 | 0.7% | +328+1.6% | 加碼 | – |
| Collaborative Investmnt Ser19423L441 | RAREVIEW TOTL RT | 14,908 | $37.4 萬 | 0.6% | +3,443+30.0% | 加碼 | – |
| NFLXNetflix Inc | Stock | 253 | $33.9 萬 | 0.6% | +2+0.8% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 3,100 | $33.4 萬 | 0.5% | −36−1.1% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 523 | $32.5 萬 | 0.5% | +523 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 582 | $32.1 萬 | 0.5% | +582 | 新進 | – |
| CVXChevron Corp | Stock | 2,214 | $31.7 萬 | 0.5% | −171−7.2% | 減碼 | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 6,995 | $31.5 萬 | 0.5% | −11,426−62.0% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,225 | $30.3 萬 | 0.5% | −3,110−49.1% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 821 | $30.1 萬 | 0.5% | +30+3.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 7,054 | $29.5 萬 | 0.5% | +29+0.4% | 加碼 | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 8,470 | $28.4 萬 | 0.5% | −64,160−88.3% | 減碼 | – |
| GWWW.W. Grainger, Inc. | Stock | 265 | $27.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 7,054 | $26.8 萬 | 0.4% | +5,213+283.2% | 加碼 | – |
| MAMastercard Inc | Stock | 258,711 | $25.9 萬 | 0.4% | +258,289+61,205.9% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 6,867 | $24.2 萬 | 0.4% | −694−9.2% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 1,503 | $23.9 萬 | 0.4% | +161+12.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 859 | $23.4 萬 | 0.4% | +14+1.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 712 | $22.6 萬 | 0.4% | +712 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 363 | $22.4 萬 | 0.4% | +363 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 278 | $21.7 萬 | 0.4% | −8−2.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,308 | $21.1 萬 | 0.3% | −420−24.3% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 1,156 | $21.0 萬 | 0.3% | +1,156 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 2,139 | $20.9 萬 | 0.3% | +2,139 | 新進 | 歷史 |
| SOSouthern Co | Stock | 1,179 | $10.8 萬 | 0.2% | −122−9.4% | 減碼 | 歷史 |
| GPRKGeoPark Ltd | USD SHS | 13,000 | $8.48 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 2,835 | $8.20 萬 | 0.1% | −20−0.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 52,335 | $5.23 萬 | 0.1% | +52,335 | 新進 | 歷史 |
| PSAPublic Storage | COM | 178 | $5.23 萬 | 0.1% | +4+2.3% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 364 | $3.32 萬 | 0.1% | +3+0.8% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 133 | $2.69 萬 | <0.1% | +133 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 370 | $2.57 萬 | <0.1% | +370 | 新進 | 歷史 |
| DTEDte Energy Co | COM | 154 | $2.04 萬 | <0.1% | +154 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 413 | $1.96 萬 | <0.1% | +413 | 新進 | 歷史 |
| STTState Street Corp | COM | 131 | $1.39 萬 | <0.1% | +2+1.6% | 加碼 | 歷史 |
| SRESempra | Stock | 172 | $1.30 萬 | <0.1% | −602−77.8% | 減碼 | 歷史 |
| CMSCMS Energy Corp | COM | 187 | $1.30 萬 | <0.1% | +187 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 97 | $1.04 萬 | <0.1% | +8+9.0% | 加碼 | 歷史 |
| JXNJackson Financial Inc. | COM CL A | 87 | $7,725 | <0.1% | +87 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,496 | $2,496 | <0.1% | +2,468+8,814.3% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 9 | $1,925 | <0.1% | +9 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 13 | $1,843 | <0.1% | +2+18.2% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 5 | $712 | <0.1% | +5 | 新進 | 歷史 |
| FFord Motor Co | Stock | 61 | $666 | <0.1% | +61 | 新進 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 3 | $527 | <0.1% | +3 | 新進 | 歷史 |
| RFRegions Financial Corp | COM | 20 | $470 | <0.1% | +20 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 5 | $460 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 10 | $430 | <0.1% | −5−33.3% | 減碼 | 歷史 |
選擇權（37 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 | – | $1,629 萬 |
| MSMorgan Stanley | Stock | – | $1,056 萬 |
| COFCapital One Financial Corp | Stock | – | $557.4 萬 |
| RGAReinsurance Group of America Inc | COM NEW | – | $541.5 萬 |
| AMGAffiliated Managers Group, Inc. | Stock | – | $381.7 萬 |
| PSAPublic Storage | COM | – | $381.4 萬 |
| WFCWells Fargo & Company | Stock | – | $325.3 萬 |
| SOSouthern Co | Stock | – | $262.6 萬 |
| AIZAssurant, Inc. | Stock | – | $250.8 萬 |
| ALLAllstate Corp | Stock | – | $207.3 萬 |
| STTState Street Corp | COM | – | $201.0 萬 |
| DLRDigital Realty Trust, Inc. | COM | – | $197.0 萬 |
| APOApollo Global Management, Inc. | COM | – | $133.4 萬 |
| BNYBank of New York Mellon Corp | Stock | – | $131.2 萬 |
| WTFCWintrust Financial Corp | COM | – | $119.0 萬 |
| CMSCMS Energy Corp | COM | – | $112.9 萬 |
| SRESempra | Stock | – | $108.4 萬 |
| BACBank of America Corp | Stock | – | $106.5 萬 |
| PRUPrudential Financial Inc | Stock | – | $98.8 萬 |
| DTEDte Energy Co | COM | – | $82.1 萬 |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | – | $78.4 萬 |
| KMPRKEMPER Corp | COM | – | $78.3 萬 |
| TFCTruist Financial Corp | COM | – | $64.9 萬 |
| PNFPPinnacle Financial Partners, Inc. | COM | – | $55.2 萬 |
| NEENextera Energy Inc | Stock | – | $51.4 萬 |
| FITBFifth Third Bancorp | COM | – | $49.8 萬 |
| JXNJackson Financial Inc. | COM CL A | – | $41.7 萬 |
| TPGTPG Inc. | COM CL A | – | $38.3 萬 |
| AFGAmerican Financial Group Inc | COM | – | $36.6 萬 |
| ACGLArch Capital Group Ltd. | Stock | – | $31.9 萬 |
| TAT&T Inc. | Stock | – | $31.0 萬 |
| SCHWSchwab Charles Corp | Stock | – | $29.2 萬 |
| KEYKeycorp | COM | – | $27.7 萬 |
| RFRegions Financial Corp | COM | – | $25.6 萬 |
| LNCLincoln National Corp | COM | – | $24.9 萬 |
| WRBBerkley W R Corp | COM | – | $22.8 萬 |
| FFord Motor Co | Stock | – | $12.6 萬 |
2025 年第 1 季之後清倉（7 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EQTEQT Corp | Stock | 5,265 | $28.1 萬 | 0.5% | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,641 | $27.0 萬 | 0.5% | – |
| METMetlife Inc | Stock | 184 | $1.48 萬 | <0.1% | 歷史 |
| KEYKeycorp | COM | 546 | $8,731 | <0.1% | 歷史 |
| WWWW International, Inc. | COM | 10,000 | $5,226 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 6 | $694 | <0.1% | 歷史 |
| MTBM&T Bank Corp | COM | 1 | $179 | <0.1% | 歷史 |