Plotkin Financial Advisors, LLC 13F 持仓 · 2026年Q2

Plotkin Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 110 只证券，申报市值合计 2.41 亿美元。前几大持仓：VTI（9.48%）、SMH（9.13%）、QQQ（7.17%）。本季前 25 大持仓中：增持 13 只、减持 11 只。

排名	代码	公司	市值	占组合	股数	变动
1	VTI	VANGUARD TOTAL STOCK MARKET ETF	$22.8M	9.48%	61,708	减持
2	SMH	VANECK SEMICONDUCTOR ETF	$22.0M	9.13%	33,547	减持
3	QQQ	INVESCO QQQ TRUST SERIES I	$17.3M	7.17%	23,461	增持
4	RDVY	FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	$15.7M	6.50%	193,183	增持
5	CIBR	FIRST TRUST NASDAQ CYBERSECURITY ETF	$10.8M	4.49%	120,316	增持
6	VIG	VANGUARD DIVIDEND APPRECIATION ETF	$10.3M	4.27%	43,511	增持
7	AAPL	APPLE INC COM	$8.4M	3.48%	29,022	增持
8	FAD	FIRST TRUST MULTI CAP GROWTH ALPHADEX FUND	$8.3M	3.46%	41,711	减持
9	JPST	JPMORGAN ULTRA-SHORT INCOME ETF	$8.3M	3.46%	164,890	增持
10	SPY	STATE STREET SPDR S&P 500 ETF	$8.1M	3.37%	10,876	增持
11	GSLC	TR ACTIVEBETA US LARGE CAP EQUITY ETF	$6.3M	2.61%	44,303	减持
12	MTUM	ISHARES MSCI USA MOMENTUM FACTOR ETF	$6.2M	2.57%	18,100	减持
13	FTCS	FIRST TRUST CAPITAL STRENGTH ETF	$5.6M	2.34%	60,038	减持
14	FJAN	FT VEST US EQUITY BUFFER ETF - JANUARY	$4.4M	1.81%	79,135	增持
15	FDN	FIRST TRUST DOW JONES INTERNET INDEX FUND	$4.1M	1.68%	15,320	减持
16	NVDA	NVIDIA CORPORATION COM	$3.9M	1.63%	19,647	增持
17	SKYY	FIRST TRUST CLOUD COMPUTING ETF	$3.6M	1.48%	26,431	减持
18	QTEC	FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND	$3.2M	1.34%	9,621	减持
19	DIVO	AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	$3.2M	1.32%	69,488	增持
20	SSO	PROSHARES ULTRA S&P 500	$3.1M	1.30%	46,524	减持
21	MOAT	VANECK MORNINGSTAR WIDE MOAT ETF	$2.7M	1.14%	26,444	减持
22	FXL	FIRST TRUST TECHNOLOGY ALPHADEX FUND	$2.4M	1.00%	11,118	持平
23	SCHX	SCHWAB U.S. LARGE-CAP ETF	$2.4M	1.00%	81,645	增持
24	GOOGL	ALPHABET INC CAP STK CL A	$2.0M	0.85%	5,728	增持
25	AMZN	AMAZON COM INC COM	$2.0M	0.82%	8,340	增持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR