PF

Plotkin Financial Advisors, LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$2.0億

申報季度: 2026-03-31 · 持股檔數: 100

Plotkin Financial Advisors, LLC在最新一期 13F 報告中揭露了 100 項持股，申報期為 2026-03-31，總持股市值約為 US$2.0億，季度換手率為 7.9%。

瀏覽其他1 億至 10 億美元機構瀏覽其他以「P」開頭的機構

機構性格雪花圖

集中度
15.31
持倉穩定性
7.89
動能／逆勢
100
產業集中度
71.85
多樣化
100
倉位均衡度
83.1

近期動向

  • 加碼 JPST

    +17.2%　US$112.7萬

  • 加碼 SMH

    -0.3%　US$81.1萬

  • 減碼 CIBR

    +1.3%　-US$94.1萬

  • 加碼 XOM

    0.0%　US$64.6萬

  • 減碼 SKYY

    -1.4%　-US$61.8萬

  • 減碼 GSLC

    -5.7%　-US$69.1萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-其他10.00%+0.06%+2.11%
2SMHVaneck Semiconductor ETFETF-其他7.02%+0.60%-0.28%
3QQQInvesco Qqq Trust Series 1ETF-科技型6.73%-0.17%+0.92%
4RDVYFirst Trust Rising DividendETF-其他6.54%—+1.38%
5VIGVanguard Dividend Apprec ETFETF-其他4.65%+0.05%+0.34%
6JPSTJpmorgan Ultra-short IncomeETF-其他3.86%+0.66%+17.15%
7CIBRFirst Trust Nasdaq CybersecuETF-科技型3.77%-0.36%+1.31%
8AAPLApple INC股票-科技3.69%-0.07%+2.07%
9FADFirst Trust Multi Cap GrowthETF-其他3.57%+0.02%-0.53%
10SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長3.54%+0.19%+7.38%
11FTCSFirst Trust Capital StrengthETF-其他3.02%+0.05%-1.39%
12GSLCGoldman Activebeta US Lc ETFETF-避險與商品2.85%-0.25%-5.71%
13MTUMIshares Msci USA Momentum FaETF-其他2.28%-0.04%-0.22%
14FJANFt Vest U.s. Equity Buffer EETF-其他2.00%+0.11%+5.76%
15FDNFirst Trust Dj Internet IndETF-其他1.89%-0.22%—
16NVDANvidia CORP股票-科技1.71%-0.13%-3.39%
17DIVOAmplify Cwp Enhan Divid ETFETF-其他1.50%+0.14%+6.51%
18SKYYFirst Trust Cloud ComputingETF-其他1.50%-0.26%-1.42%
19SSOProshares Ultra S&p500ETF-其他1.45%-0.21%-5.26%
20MOATVaneck Morningstar Wide MoatETF-其他1.31%-0.07%-1.52%
21XOMExxon Mobil CORP股票-能源1.12%+0.35%—
22QTECFirst Trust Nasdq 100 Tech IETF-科技型1.05%-0.07%-3.10%
23SCHXSchwab US Large-cap ETFETF-其他1.04%—+2.06%
24FXOFirst Trust Financial AlphadETF-其他0.91%-0.08%-3.96%
25FXLFirst Trust Technology AlphaETF-科技型0.89%-0.02%—
26FNOVFt Vest US Equity Buffer ETFETF-其他0.88%—-0.09%
27AMZNAmazon.com INC股票-循環性消費0.85%-0.07%+0.01%
28PTYPimco Corporate & Income Opp股票-其他0.80%—+3.41%
29GOOGLAlphabet Inc-cl A股票-通訊服務0.79%-0.05%-0.07%
30PGProcter & Gamble Co/the股票-非循環性消費0.73%—-0.04%
31JEPIJpmorgan Equity Premium IncoETF-其他0.69%—+5.55%
32ORCLOracle CORP股票-科技0.67%-0.19%+0.18%
33MRKMerck & Co. INC.股票-醫療保健0.61%+0.09%+0.29%
34FTSLFirst Trust Senior Loan ETFETF-其他0.59%—+2.90%
35RDVIFt Vest Rising Dividend AchiETF-其他0.59%+0.06%+10.57%
36IBMIntl Business Machines CORP股票-科技0.55%-0.11%—
37VOOVanguard S&p 500 ETFETF-大型股與成長0.54%—-0.28%
38MSFTMicrosoft CORP股票-科技0.48%—+22.68%
39GFEBFt Vest US Equity Moderate BETF-其他0.46%——
40FPEIFirst Trust Institutional PrETF-其他0.46%—+8.15%
41METAMeta Platforms Inc-class A股票-通訊服務0.45%-0.03%+6.35%
42LLYEli Lilly & Co股票-醫療保健0.44%-0.06%+0.42%
43PANWPalo Alto Networks INC股票-科技0.43%—+9.80%
44QQEWFirst Tr Nasdaq-100 Sel EqETF-科技型0.43%-0.04%—
45JNJJohnson & Johnson股票-醫療保健0.40%+0.10%+7.34%
46GOOGAlphabet Inc-cl C股票-通訊服務0.38%—+0.42%
47DDMProshares Ultra Dow30ETF-其他0.37%-0.03%-1.23%
48KOCoca-cola Co/the股票-非循環性消費0.31%—+0.62%
49FJUNFt Vest US Equity Buff Etf-jETF-其他0.30%——
50SPHQInvesco S&p 500 Quality ETFETF-大型股與成長0.29%—+0.32%
1–50 of 100

本季持股變動

Plotkin Financial Advisors, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: First Trust Low Duration Opp (LMBS); 清倉: Phillips Edison & Company In (PECO); 新建倉: Dimensional Core Fixed INC (DFCF); 清倉: Plymouth Industrial Reit INC (PLYM); 新建倉: Ishares Semiconductor ETF (SOXX).

Plotkin Financial Advisors, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1JPSTJpmorgan Ultra-short Income+0.7%+17.15%加碼
2SMHVaneck Semiconductor ETF+0.6%-0.28%減碼
3XOMExxon Mobil CORP+0.4%—不變
4SPYSs Spdr S&p 500 ETF Trust-us+0.2%+7.38%加碼
5DIVOAmplify Cwp Enhan Divid ETF+0.1%+6.51%加碼
6FJANFt Vest U.s. Equity Buffer E+0.1%+5.76%加碼
7JNJJohnson & Johnson+0.1%+7.34%加碼
8MRKMerck & Co. INC.+0.1%+0.29%加碼
9VTIVanguard Total Stock Mkt ETF+0.1%+2.11%加碼
10RDVIFt Vest Rising Dividend Achi+0.1%+10.57%加碼
11VIGVanguard Dividend Apprec ETF+0.1%+0.34%加碼
12FTCSFirst Trust Capital Strength+0.1%-1.39%減碼
13NEENextera Energy INC0%—不變
14FADFirst Trust Multi Cap Growth0%-0.53%減碼
15FXLFirst Trust Technology Alpha0%—不變
16DDMProshares Ultra Dow300%-1.23%減碼
17METAMeta Platforms Inc-class A0%+6.35%加碼
18MTUMIshares Msci USA Momentum Fa0%-0.22%減碼
19SPGIS&p Global INC0%—不變
20QQEWFirst Tr Nasdaq-100 Sel Eq0%—不變
21GOOGLAlphabet Inc-cl A-0.1%-0.07%減碼
22BXBlackstone INC-0.1%—不變
23LLYEli Lilly & Co-0.1%+0.42%加碼
24IGVIshares Expanded Tech-softwa-0.1%—不變
25CPNGCoupang INC-0.1%-10.00%減碼
26AAPLApple INC-0.1%+2.07%加碼
27MOATVaneck Morningstar Wide Moat-0.1%-1.52%減碼
28QTECFirst Trust Nasdq 100 Tech I-0.1%-3.10%減碼
29AMZNAmazon.com INC-0.1%+0.01%加碼
30TECLDire Dai Tec Bull 3x Etf-usd-0.1%—不變
31CEGConstellation Energy-0.1%+0.39%加碼
32FXOFirst Trust Financial Alphad-0.1%-3.96%減碼
33IBMIntl Business Machines CORP-0.1%—不變
34NVDANvidia CORP-0.1%-3.39%減碼
35QQQInvesco Qqq Trust Series 1-0.2%+0.92%加碼
36ORCLOracle CORP-0.2%+0.18%加碼
37SSOProshares Ultra S&p500-0.2%-5.26%減碼
38FDNFirst Trust Dj Internet Ind-0.2%—不變
39GSLCGoldman Activebeta US Lc ETF-0.3%-5.71%減碼
40SKYYFirst Trust Cloud Computing-0.3%-1.42%減碼
41CIBRFirst Trust Nasdaq Cybersecu-0.4%+1.31%加碼
42LMBSFirst Trust Low Duration Opp—NEW新建倉
43PECOPhillips Edison & Company In—EXIT清倉
44DFCFDimensional Core Fixed INC—NEW新建倉
45PLYMPlymouth Industrial Reit INC—EXIT清倉
46SOXXIshares Semiconductor ETF—NEW新建倉
47FDLFirst Trust Morn Dvd Lead In—EXIT清倉
48RSPInvesco S&p 500 Equal Weight—EXIT清倉
49AORIshares Core 60/40 Balanced—EXIT清倉
50KIOKkr Income Opportunities—NEW新建倉

FAQ

Plotkin Financial Advisors, LLC 是什麼機構？屬於哪種投資人類型？
Plotkin Financial Advisors, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.0億，分佈在 100 個已申報部位之中。
Plotkin Financial Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Plotkin Financial Advisors, LLC 按市值排列的前幾大持股為： 1. Vanguard Total Stock Mkt ETF (VTI) — US$1990.2萬 (10.0%) 2. Vaneck Semiconductor ETF (SMH) — US$1397.4萬 (7.0%) 3. Invesco Qqq Trust Series 1 (QQQ) — US$1340.4萬 (6.7%) 4. First Trust Rising Dividend (RDVY) — US$1301.7萬 (6.5%) 5. Vanguard Dividend Apprec ETF (VIG) — US$925.1萬 (4.7%)
Plotkin Financial Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Plotkin Financial Advisors, LLC 共進行了 40 項顯著調整：新建倉 4 個部位、加碼 17 個既有持股、減碼 14 個部位，並完全清倉 5 個持股。 其中幅度最大的異動：新建倉: First Trust Low Duration Opp (LMBS); 清倉: Phillips Edison & Company In (PECO); 新建倉: Dimensional Core Fixed INC (DFCF); 清倉: Plymouth Industrial Reit INC (PLYM); 新建倉: Ishares Semiconductor ETF (SOXX)
Plotkin Financial Advisors, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Plotkin Financial Advisors, LLC 的主要板塊分佈如下： • Information Technology: 44.4% • Communication Services: 9.9% • Financials: 8.6% • Health Care: 8.2% • Consumer Discretionary: 8.1% • Consumer Staples: 6.6%

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