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Puff Wealth Management, LLC

SEC CIK
0002052736
最新申報
2026/7/8

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/7/8 申報。只含多頭部位。

機構總覽
持股檔數
77
2026 年第 1 季沒有申報
總值
$9,809 萬
2026 年第 1 季沒有申報
申報日
2026/7/8
SEC

Puff Wealth Management, LLC 沒有申報 2026 年第 1 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 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Ea Series Trust02072L185ASTORIA US QUALI193,875$704.2 萬7.2%–––
Ea Series Trust02072Q663ASTORIA DYNAMIC275,328$691.9 萬7.1%–––
AAPLApple Inc.Stock20,213$584.9 萬6.0%––歷史
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF86,360$435.2 萬4.4%–––
First Tr Exchange Traded FD33738R704RBA INDL ETF26,506$353.2 萬3.6%–––
Investment Managers Ser Tr I46141T117AXS ASTORIA INFL156,787$333.8 萬3.4%–––
NVDANVIDIA CorpStock15,952$319.2 萬3.3%––歷史
Doubleline ETF Trust25861R402MORTGAGE ETF62,570$307.2 萬3.1%–––
PIMCO ETF Tr72201R585MULTISECTOR BD108,323$287.3 萬2.9%–––
Ea Series Trust02072L433AST EQU KIN ETF65,724$280.2 萬2.9%–––
AMZNAmazon Com IncStock11,144$265.6 萬2.7%––歷史
Collaborative Investmnt Ser19423L722RARE DY FIXE ETF105,775$252.0 萬2.6%–––
METAMeta Platforms, Inc.Stock4,048$228.0 萬2.3%––歷史
First Tr Exchange-Traded FD33738D101NO AMER ENERGY48,950$212.9 萬2.2%–––
Neos ETF Trust78433H675NASDAQ 100 HIGH36,710$208.5 萬2.1%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF24,958$206.7 萬2.1%–––
American Centy ETF Tr025072877US SML CP VALU16,481$205.6 萬2.1%–––
Neos ETF Trust78433H303NEOS S&P 500 HI34,863$185.1 萬1.9%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF19,237$169.1 萬1.7%–––
Ssga Active Tr78470P630SST BRIDGEWATER48,056$140.7 萬1.4%–––
GOOGLAlphabet Inc.Stock3,796$135.7 萬1.4%––歷史
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF54,457$135.5 萬1.4%–––
GOOGAlphabet Inc.Stock3,835$135.5 萬1.4%––歷史
JPMJPMorgan Chase & CoStock3,650$119.5 萬1.2%––歷史
iShares Tr464288448INTL SEL DIV ETF28,774$119.2 萬1.2%–––
Alps ETF Tr00162Q452ALERIAN MLP22,004$114.1 萬1.2%–––
Invesco Exch Traded FD Tr II46138E628KBW BK ETF12,236$113.8 萬1.2%–––
Touchstone ETF Trust89157W806TOUCHSTONE SANDS37,119$109.7 萬1.1%–––
Touchstone ETF Trust89157W301ULTRA SHORT INCM42,663$107.8 萬1.1%–––
SPXXNuveen S&P 500 Dynamic Overwrite FundCOM51,264$95.6 萬1.0%––歷史
ABBVAbbVie Inc.Stock3,787$95.3 萬1.0%––歷史
SPDR Series Trust78468R101ST SHO TREAS ETF30,860$89.5 萬0.9%–––
SPDR Series Trust78464A672ST INTER ETF31,470$89.3 萬0.9%–––
MSFTMicrosoft CorpStock2,333$87.0 萬0.9%––歷史
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF35,852$85.5 萬0.9%–––
First Tr Exchange-Traded FD33738D309SENIOR LN FD18,515$82.9 萬0.8%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF46,073$82.4 萬0.8%–––
First Tr Exchange Traded FD33738R860NASDAQ BK ETF19,015$78.6 萬0.8%–––
MUMicron Technology IncStock631$72.8 萬0.7%––歷史
VVisa Inc.Stock1,852$63.5 萬0.6%––歷史
First Trust Rising Dividend Achievers ETF33738R506ETF7,782$63.1 萬0.6%–––
XOMExxonMobil Holdings CorpCOM4,613$63.1 萬0.6%––歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 50012,254$61.9 萬0.6%–––
First Tr Exchange Trad FD VI33739H101FST TR GLB FD20,484$55.4 萬0.6%–––
iShares Inc464286319EM MKTS DIV ETF17,041$54.9 萬0.6%–––
First Trust Dow Jones Internet Index Fund33733E302ETF1,951$51.6 萬0.5%–––
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF5,385$50.6 萬0.5%–––
Alps ETF Tr00162Q676ALERIAN ENERGY13,254$50.5 萬0.5%–––
iShares Select Dividend ETF464287168ETF3,200$50.0 萬0.5%–––
Capital Group Dividend Growe14021L109SHS ETF13,285$49.8 萬0.5%–––
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF22,030$48.1 萬0.5%–––
Invesco QQQ Trust Series I46090E103ETF632$46.5 萬0.5%–––
ABTAbbott LaboratoriesStock5,109$46.4 萬0.5%––歷史
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED19,409$41.5 萬0.4%–––
iShares Core S&P 500 ETF464287200ETF526$39.4 萬0.4%–––
LRCXLam Research CorpStock858$37.2 萬0.4%––歷史
CVXChevron CorpStock2,216$36.7 萬0.4%––歷史
KLACKLA CorpCOM NEW1,217$36.7 萬0.4%––歷史
GWWW.W. Grainger, Inc.Stock266$36.2 萬0.4%––歷史
WDCWestern Digital CorpCOM564$36.0 萬0.4%––歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF2,820$34.5 萬0.4%–––
LLYEli Lilly & CoStock284$34.1 萬0.3%––歷史
TDToronto Dominion BankStock2,680$32.5 萬0.3%––歷史
Etfis Ser Tr I26923G806VIRTUS REAVES UT3,960$32.4 萬0.3%–––
IBITiShares Bitcoin Trust ETFETF9,575$31.9 萬0.3%––歷史
TSLATesla, Inc.Stock756$31.8 萬0.3%––歷史
CATCaterpillar IncStock289$30.8 萬0.3%––歷史
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF1,432$29.5 萬0.3%–––
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH1,067$26.5 萬0.3%–––
First Tr Exchange-Traded FD336917109SHS5,397$26.3 萬0.3%–––
TJXTJX Companies IncStock1,658$25.1 萬0.3%––歷史
FTNTFortinet, Inc.Stock1,606$24.7 萬0.3%––歷史
WMTWalmart Inc.Stock2,167$24.5 萬0.3%––歷史
SPYSPDR S&P 500 ETF TrustETF293$21.9 萬0.2%––歷史
INTCIntel CorpStock1,541$21.5 萬0.2%––歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF568$21.0 萬0.2%–––
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE1,062$20.4 萬0.2%–––