Puff Wealth Management, LLC
- SEC CIK
- 0002052736
- 最新申報
- 2026/7/8
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/7 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 70
- 較 2025 年第 3 季 +11
- 總值
- $7,739 萬
- 較 2025 年第 3 季 +$1,155 萬 (+17.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 21,086 | $571.4 萬 | 7.4% | +106+0.5% | 加碼 | 歷史 |
| Ea Series Trust02072L185 | ASTORIA US QUALI | 167,608 | $504.3 萬 | 6.5% | +36,569+27.9% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 77,866 | $349.9 萬 | 4.5% | +13,910+21.7% | 加碼 | – |
| Ea Series Trust02072Q663 | ASTORIA DYNAMIC | 137,583 | $348.2 萬 | 4.5% | +45,333+49.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 16,564 | $312.8 萬 | 4.0% | +318+2.0% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 28,204 | $286.3 萬 | 3.7% | −3,024−9.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,090 | $266.0 萬 | 3.4% | −289−6.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 30,881 | $248.2 萬 | 3.2% | +8,601+38.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 10,875 | $246.3 萬 | 3.2% | +89+0.8% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 77,506 | $223.4 萬 | 2.9% | −42,257−35.3% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 53,252 | $203.6 萬 | 2.6% | −6,621−11.1% | 減碼 | – |
| Investment Managers Ser Tr I46141T117 | AXS ASTORIA INFL | 104,549 | $198.7 萬 | 2.6% | +37,395+55.7% | 加碼 | – |
| Ea Series Trust02072L433 | AST EQU KIN ETF | 54,231 | $193.8 萬 | 2.5% | +12,781+30.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 27,837 | $192.1 萬 | 2.5% | +9,654+53.1% | 加碼 | – |
| Touchstone ETF Trust89157W301 | ULTRA SHORT INCM | 72,439 | $183.5 萬 | 2.4% | +40,029+123.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 17,299 | $178.4 萬 | 2.3% | −2,130−11.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 64,513 | $162.4 萬 | 2.1% | −9,392−12.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 3,887 | $122.6 萬 | 1.6% | +19+0.5% | 加碼 | 歷史 |
| Touchstone ETF Trust89157W806 | TOUCHSTONE SANDS | 43,476 | $121.9 萬 | 1.6% | +43,476 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 3,795 | $119.6 萬 | 1.5% | +65+1.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,537 | $115.1 萬 | 1.5% | +29+0.8% | 加碼 | 歷史 |
| Ssga Active Tr78470P630 | SST BRIDGEWATER | 40,100 | $110.8 萬 | 1.4% | +7,126+21.6% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 23,611 | $108.4 萬 | 1.4% | −1,744−6.9% | 減碼 | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 72,819 | $107.0 萬 | 1.4% | −5,066−6.5% | 減碼 | 歷史 |
| Doubleline ETF Trust25861R402 | MORTGAGE ETF | 21,337 | $105.7 萬 | 1.4% | +21,337 | 新進 | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 42,035 | $99.8 萬 | 1.3% | −3,411−7.5% | 減碼 | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 53,942 | $98.6 萬 | 1.3% | −4,295−7.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,030 | $96.0 萬 | 1.2% | +109+5.7% | 加碼 | 歷史 |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 33,024 | $88.2 萬 | 1.1% | +33,024 | 新進 | – |
| Collaborative Investmnt Ser19423L441 | RAREVIEW TOTL RT | 34,672 | $87.4 萬 | 1.1% | +23,281+204.4% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 3,788 | $86.9 萬 | 1.1% | +20+0.5% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R860 | NASDAQ BK ETF | 22,393 | $85.7 萬 | 1.1% | −5,949−21.0% | 減碼 | – |
| VVisa Inc. | Stock | 2,302 | $79.8 萬 | 1.0% | +16+0.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 14,774 | $72.9 萬 | 0.9% | −1,150−7.2% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 5,133 | $63.8 萬 | 0.8% | +12+0.2% | 加碼 | 歷史 |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 11,642 | $61.2 萬 | 0.8% | +11,642 | 新進 | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 12,464 | $60.8 萬 | 0.8% | +12,464 | 新進 | – |
| Neos ETF Trust78433H675 | NASDAQ 100 HIGH | 11,244 | $60.4 萬 | 0.8% | +11,244 | 新進 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 8,089 | $56.7 萬 | 0.7% | −564−6.5% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 6,603 | $56.6 萬 | 0.7% | +1,624+32.6% | 加碼 | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,125 | $56.4 萬 | 0.7% | −41−1.9% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 6,084 | $56.3 萬 | 0.7% | −1,583−20.6% | 減碼 | – |
| Collaborative Investmnt Ser19423L722 | RARE DY FIXE ETF | 23,133 | $55.5 萬 | 0.7% | +23,133 | 新進 | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 22,971 | $53.4 萬 | 0.7% | +1,524+7.1% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,308 | $52.8 萬 | 0.7% | +48+1.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 21,505 | $46.4 萬 | 0.6% | −4,050−15.8% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 8,975 | $45.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 21,411 | $43.0 萬 | 0.6% | +334+1.6% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 525 | $36.0 萬 | 0.5% | +1+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 584 | $35.8 萬 | 0.5% | +6+1.0% | 加碼 | – |
| CVXChevron Corp | Stock | 2,236 | $34.9 萬 | 0.5% | +20+0.9% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 314 | $33.9 萬 | 0.4% | +17+5.7% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 2,877 | $32.9 萬 | 0.4% | +10.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 748 | $32.8 萬 | 0.4% | +27+3.7% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,027 | $32.4 萬 | 0.4% | +1,027 | 新進 | 歷史 |
| First Tr Exchange-Traded FD336917109 | SHS | 6,852 | $30.7 萬 | 0.4% | −172−2.4% | 減碼 | – |
| First Tr Exchange-Traded FD336920103 | US EQTY OPPT ETF | 1,780 | $29.4 萬 | 0.4% | −72−3.9% | 減碼 | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 7,297 | $29.2 萬 | 0.4% | +7,297 | 新進 | – |
| GWWW.W. Grainger, Inc. | Stock | 266 | $26.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 462 | $26.0 萬 | 0.3% | +23+5.2% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 2,190 | $24.7 萬 | 0.3% | +42+2.0% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 349 | $23.9 萬 | 0.3% | +7+2.0% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,621 | $23.8 萬 | 0.3% | +71+2.8% | 加碼依 10 比 1 拆股換算 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,134 | $23.6 萬 | 0.3% | 00.0% | 不變 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 3,014 | $23.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 868 | $22.0 萬 | 0.3% | +868 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 1,170 | $21.7 萬 | 0.3% | +1,170 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,205 | $20.8 萬 | 0.3% | +1,205 | 新進 | 歷史 |
| Neos ETF Trust78433H576 | NASDAQ 100 HDGD | 3,740 | $20.3 萬 | 0.3% | +3,740 | 新進 | – |
| GPRKGeoPark Ltd | USD SHS | 13,000 | $9.48 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（2 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287721 | U.S. TECH ETF | 2,630 | $51.5 萬 | 0.8% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 2,742 | $45.1 萬 | 0.7% | – |