Plus Group Wealth Advisors LLC
- SEC CIK
- 0002109515
- 最新申報
- 2026/7/13
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/5 申報。只含多頭部位。
- 持股檔數
- 43
- 2025 年第 3 季沒有申報
- 總值
- $9,015 萬
- 2025 年第 3 季沒有申報
Plus Group Wealth Advisors LLC 沒有申報 2025 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。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 18,364 | $1,128 萬 | 12.5% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 166,417 | $766.8 萬 | 8.5% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 255,245 | $755.8 萬 | 8.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 28,778 | $742.3 萬 | 8.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,104 | $670.5 萬 | 7.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 275,605 | $662.6 萬 | 7.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 181,763 | $592.9 萬 | 6.6% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 21,754 | $585.6 萬 | 6.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 18,727 | $432.3 萬 | 4.8% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 67,700 | $405.7 萬 | 4.5% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 88,200 | $254.4 萬 | 2.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 27,246 | $241.1 萬 | 2.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 43,119 | $215.6 萬 | 2.4% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 18,102 | $167.5 萬 | 1.9% | – | – | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 12,353 | $119.6 萬 | 1.3% | – | – | – |
| First Tr Exchange-Traded FD33739Q507 | SSI STRG ETF | 25,927 | $111.6 萬 | 1.2% | – | – | – |
| GUTGabelli Utility Trust | COM | 178,016 | $107.3 萬 | 1.2% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 8,942 | $94.3 萬 | 1.0% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,039 | $65.2 萬 | 0.7% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 11,329 | $64.2 萬 | 0.7% | – | – | – |
| BMIBadger Meter Inc | COM | 3,534 | $61.6 萬 | 0.7% | – | – | 歷史 |
| Fidelity Covington Trust316092725 | INT HG DIV ETF | 22,475 | $58.2 萬 | 0.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 9,567 | $54.8 萬 | 0.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q126 | RLTY INCOME ETF | 11,119 | $51.9 萬 | 0.6% | – | – | – |
| Franklin Templeton ETF Tr35473P439 | INCOME FOCUS ETF | 17,895 | $50.2 萬 | 0.6% | – | – | – |
| SIISprott Inc. | COM NEW | 5,000 | $49.0 萬 | 0.5% | – | – | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 7,787 | $45.3 萬 | 0.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 16,076 | $44.1 萬 | 0.5% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 8,719 | $40.1 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,866 | $39.3 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 544 | $37.1 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 662 | $32.0 萬 | 0.4% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 763 | $31.5 萬 | 0.3% | – | – | – |
| AOSSmith A O Corp | COM | 4,570 | $30.6 萬 | 0.3% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,000 | $27.5 萬 | 0.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 984 | $26.8 萬 | 0.3% | – | – | 歷史 |
| ROADConstruction Partners, Inc. | COM CL A | 2,097 | $22.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,700 | $22.6 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 2,714 | $22.4 萬 | 0.2% | – | – | – |
| MKLMarkel Group Inc. | COM | 100 | $21.5 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 308 | $21.1 萬 | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 2,189 | $20.6 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 433 | $20.5 萬 | 0.2% | – | – | – |