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Plotkin Financial Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Plotkin Financial Advisors, LLC

No.6501 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.41亿
环比变动 Q1 2026
+$4,188.0万+21.0%
持仓股票数
110
新买入
11
加仓
39
减仓
27
清仓
1
持股不变
33
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
G通用动力VTI
9.48%10%$2,283.4万6.2万股$1,990.2万6.2万股-328股-0.53%减仓
VanEck ETF信托SMH
9.13%7.02%$2,200.3万3.4万股$1,397.4万3.6万股-2,901股-7.96%减仓
I景顺QQQ信托VOO
7.17%6.73%$1,727.7万2.3万股$1,340.4万2.3万股+239股+1.03%加仓
F第一信托交易所交易基金RDVY
6.5%6.54%$1,565.9万19.3万股$1,301.7万19.1万股+2,546股+1.34%加仓
F第一信托·USTCIBR
4.49%3.77%$1,081.0万12.0万股$751.6万12.0万股+412股+0.34%加仓
V先锋领航·SPECIALIZED FUNDSVIG
4.27%4.65%$1,029.6万4.4万股$925.1万4.3万股+497股+1.16%加仓
苹果AAPL
3.48%3.69%$839.8万2.9万股$734.9万2.9万股+65股+0.22%加仓
F第一信托·EXCHANGE-TRADED ALPFAD
3.46%3.57%$834.1万4.2万股$709.8万4.5万股-2,955股-6.62%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
3.46%3.86%$833.8万16.5万股$768.1万15.2万股+1.3万股+8.65%加仓
SSPDR标普500 ETFSPY
3.37%3.54%$812.2万1.1万股$704.2万1.1万股+48股+0.44%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
2.61%2.85%$628.6万4.4万股$566.9万4.5万股-1,003股-2.21%减仓
IiShares安硕信托MTUM
2.57%2.28%$620.5万1.8万股$454.0万1.9万股-819股-4.33%减仓
F第一信托交易所交易基金FTCS
2.34%3.02%$563.9万6.0万股$601.9万6.5万股-4,849股-7.47%减仓
F第一信托交易所交易基金VIFJAN
1.81%2%$436.0万7.9万股$398.8万7.9万股+25股+0.03%加仓
F第一信托·USTFDN
1.68%1.89%$405.6万1.5万股$375.8万1.6万股-739股-4.60%减仓
英伟达NVDA
1.63%1.71%$393.1万2.0万股$340.5万2.0万股+121股+0.62%加仓
F第一信托交易所交易基金SKYY
1.48%1.5%$355.7万2.6万股$298.9万2.7万股-905股-3.31%减仓
F第一信托·USTQTEC
1.34%1.05%$322.0万9,621股$208.7万9,663股-42股-0.43%减仓
AAMPLIFY ETF TRDIVO
1.32%1.5%$317.6万6.9万股$299.1万6.7万股+2,789股+4.18%加仓
PProShares信托SSO
1.3%1.45%$313.5万4.7万股$288.4万5.6万股-9,074股-16.32%减仓
VVanEck Russia ETFBBH
1.14%1.31%$274.9万2.6万股$260.7万2.7万股-518股-1.92%减仓
FFirst Trust Technology Alphadex Fund EtfFXL
1%0.89%$241.5万1.1万股$176.6万1.1万股00.00%持仓不变
S嘉信·USSCHX
1%1.04%$240.3万8.2万股$208.0万8.1万股+541股+0.67%加仓
谷歌AGOOGL
0.85%0.79%$204.7万5,728股$157.4万5,471股+257股+4.70%加仓
亚马逊AMZN
0.82%0.85%$198.8万8,340股$169.4万8,133股+207股+2.55%加仓
F第一信托交易所交易基金VIFNOV
0.79%0.88%$191.0万3.3万股$175.0万3.3万股-118股-0.36%减仓
PALO ALTOPANW
0.75%0.43%$180.7万5,298股$85.9万5,358股-60股-1.12%减仓
埃克森美孚XOM
0.74%1.12%$179.5万1.3万股$222.3万1.3万股+27股+0.21%加仓
F第一信托交易所交易基金FXO
0.74%0.91%$178.6万2.9万股$181.6万3.2万股-3,731股-11.54%减仓
PIMCO CORPORATE & INCOMEPTY
0.64%0.8%$153.6万12.8万股$158.5万13.1万股-3,726股-2.83%减仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
0.62%0.59%$149.3万5.1万股$117.9万4.6万股+4,642股+10.06%加仓
宝洁PG
0.61%0.73%$146.9万1.0万股$144.7万1.0万股00.00%持仓不变
J摩根大通交易所交易基金JEPI
0.55%0.69%$133.1万2.4万股$137.8万2.4万股-742股-3.05%减仓
甲骨文ORCL
0.55%0.67%$132.8万9,060股$132.9万9,032股+28股+0.31%加仓
默沙东MRK
0.54%0.61%$130.2万1.0万股$121.9万1.0万股00.00%持仓不变
IIBMIBM
0.53%0.55%$128.0万4,552股$110.3万4,552股00.00%持仓不变
V先锋领航指数基金VOO
0.52%0.54%$125.1万1,822股$107.7万1,802股+20股+1.11%加仓
DDirexion股票ETF信托TECL
0.5%0.23%$119.5万5,180股$44.8万5,180股00.00%持仓不变
F第一信托·UST SENIOR LOAN FUNDFTSL
0.48%0.59%$116.0万2.6万股$118.2万2.6万股-454股-1.72%减仓
礼来LLY
0.48%0.44%$115.6万964股$88.1万958股+6股+0.63%加仓
FFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETFQQEW
0.45%0.43%$107.7万6,748股$85.8万6,756股-8股-0.12%减仓
FFIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETFPEI
0.44%0.46%$107.0万5.5万股$91.6万4.8万股+7,210股+14.95%加仓
微软MSFT
0.44%0.48%$105.5万2,827股$96.5万2,607股+220股+8.44%加仓
AAlphabet Inc Class CGOOG
0.39%0.38%$94.3万2,668股$76.1万2,651股+17股+0.64%加仓
FFT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARYGFEB
0.38%0.46%$90.9万2.1万股$92.6万2.3万股-1,882股-8.35%减仓
Meta平台META
0.37%0.45%$89.8万1,595股$90.1万1,574股+21股+1.33%加仓
PProShares信托DDM
0.34%0.37%$82.5万1.3万股$74.6万1.4万股-1,735股-12.11%减仓
强生JNJ
0.34%0.4%$82.1万3,233股$79.0万3,233股00.00%持仓不变
AMD超威AMD
0.32%0.13%$76.2万1,312股$26.7万1,312股00.00%持仓不变
I景顺·S&PSPHQ
0.3%0.29%$72.2万8,011股$58.6万7,794股+217股+2.78%加仓

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